Pros | - | ![]() Lower volatility within category. ![]() Protects capital during bear phase. ![]() Recovers losses quickly. | ||
Cons | - | ![]() Underperforms benchmarks during bull run. |
INDMoney rank | - | 6/11 | ||
Category,Subcateogry | Equity,Multi-Cap | Equity,Multi-Cap | ||
Fund Age | 1 Years | 3 Years | ||
Fund Size | 4130 Cr | 22387 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹500 | SIP ₹500 Lumpsum ₹5000 | ||
Expense Ratio | 0.59% | 0.85% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty 500 Multicap 50:25:25 TR INR | Nifty 500 Multicap 50:25:25 TR INR |
No of Holdings | 22 | 61 | ||
Top 5 Holdings | Coforge Ltd (9.16%) Kalyan Jewellers India Ltd (8.28%) Dixon Technologies (India) Ltd (8.15%) Persistent Systems Ltd (8.12%) Shaily Engineering Plastics Ltd (7.23%) | HDFC Bank Ltd (4.33%) Kotak Mahindra Bank Ltd (4.14%) K.P.R. Mill Ltd (4.02%) Muthoot Finance Ltd (3.85%) Paradeep Phosphates Ltd (3.73%) | ||
No of Sectors | 6 | 11 | ||
Top 3 Sectors | Tech (31.56%) Consumer Cyclical (22.93%) Industrial (16.66%) | Financial Services (26.22%) Consumer Cyclical (22.92%) Basic Materials (21.24%) | ||
Equity % | 97.99% | 94.03% | ||
Debt % | - | 0.53% | ||
P/E | 51.71 | 26.24 | ||
P/B | 9.87 | 3.97 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -0.93% | -2.09% | ||
3-Month Return | 4.56% | 3.51% | ||
6-Month Return | 16.07% | 13.48% | ||
1-Year Return | 18.76% | 4.84% | ||
3-Year Return | - | 18.74% | ||
5-Year Return | - | - |
Sharpe | - | 1 | ||
Alpha | - | 1.9 | ||
Beta | - | 0.77 | ||
Standard Deviation | - | 11.89 | ||
Information Ratio | - | -0.16 |
Description | Motilal Oswal Multi Cap Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | SBI Multicap Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Ajay Khandelwal,Sunil Sawant,Atul Mehra,Niket Shah,Rakesh Shetty | Saurabh Pant,R. Srinivasan |