Motilal Oswal Multi Cap Fund Direct Growth is an equity fund. This fund was started on 18 June, 2024. The fund is managed by . The fund could potentially beat inflation in the long-run.
Motilal Oswal Multi Cap Fund Direct Growth has given a CAGR return of 9.27% since inception.
Motilal Oswal Multi Cap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Basic Materials, Tech, Consumer Cyclical, Financial Services, Communication. Its top holdings are Shaily Engineering Plastics Ltd, Jio Financial Services Ltd, Persistent Systems Ltd, Polycab India Ltd, Vodafone Idea Ltd
As it is a multi-cap mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitDividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.
The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of large, mid and small cap companies. However, there can be no assurance that the investment objective of the scheme will be realized.
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Multi Cap Fund Direct Growth has no lock in period.
Expense ratio | 0.74% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹1146 Cr |
Inception Date | 18 June, 2024 |
Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 0% |
Risk | Very High Risk |
Motilal Oswal Multi Cap Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 4.84% | 4.84% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Motilal Oswal Multi Cap Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Motilal Oswal Multi Cap Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Motilal Oswal Multi Cap Fund Direct Growth | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Motilal Oswal Multi Cap Fund Direct Growth | - | - | - |