Motilal Oswal Multi Cap Fund Regular Plan Growth
Fund House: Motilal Oswal Mutual Fund
Category: Equity: Multi Cap
Status: Open Ended Schemes
Launch Date: 18-06-2024
Minimum Investment: 500.0
Asset Class: Equity
Minimum Topup: 500.0
Benchmark: Nifty500 Multicap 50:25:25 TRI
Total Assets: 4676.55 As on (31-08-2026)
Expense Ratio: 2.39% As on (30-08-2026)
Turn over: 81.00% | Exit Load: 1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.
NAV as on 11-09-2026
15.1204
-0.0632
CAGR Since Inception
19.11%
Nifty500 Multicap 50:25:25 TRI 15.36%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Motilal Oswal Multi Cap Fund Regular Plan Growth | 7.53 | - | - | - | 19.11 |
| NIFTY500 MULTICAP 50:25:25 TRI | 2.13 | 11.49 | 12.16 | 13.99 | 15.36 |
| Equity: Multi Cap | 5.93 | 12.91 | 12.73 | 13.97 | 13.65 |
Funds Manager
Mr. Sandeep Jain, Mr. Atul Mehra, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty and Mr. Swapnil Mayekar
RETURNS CALCULATORS for Motilal Oswal Multi Cap Fund Regular Plan Growth
Growth of In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Motilal Oswal Multi Cap Fund Regular Plan Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Motilal Oswal Multi Cap Fund Regular Plan Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Multi Cap Fund Reg Gr | 18-06-2024 | 7.53 | 11.66 | 0.0 | 0.0 | 0.0 |
| TrustMF Multi Cap Fund Reg Plan Gr | 30-06-2025 | 17.52 | 0.0 | 0.0 | 0.0 | 0.0 |
| Groww MultiCap Fund Reg Gr | 16-12-2024 | 17.15 | 0.0 | 0.0 | 0.0 | 0.0 |
| Mahindra Manulife Multi Cap Fund Reg Gr | 05-05-2017 | 13.06 | 4.99 | 15.23 | 14.85 | 0.0 |
| ITI Multi Cap Reg Gr | 15-05-2019 | 11.69 | 3.19 | 14.94 | 12.47 | 0.0 |
| Bank Of India Multi Cap Fund Reg Gr | 03-03-2023 | 11.67 | 4.44 | 15.66 | 0.0 | 0.0 |
| Union MultiCap Fund Reg Gr | 19-12-2022 | 10.3 | 4.47 | 13.16 | 0.0 | 0.0 |
| Axis MultiCap Fund Reg Gr | 05-12-2021 | 10.22 | 5.43 | 18.1 | 0.0 | 0.0 |
| Bajaj Finserv Multi Cap Fund Reg Gr | 27-02-2025 | 9.26 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Multi-Cap Fund Reg Gr | 07-05-2021 | 9.1 | 3.8 | 13.0 | 12.04 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Motilal Oswal Multi Cap Fund Regular Plan Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Motilal Oswal Multi Cap Fund Regular Plan Growth | - | - | - | - | - | - |
| Equity: Multi Cap | - | - | - | - | - | - |