Motilal Oswal Multi Cap Fund Direct Reinvestment of Income Dis cum cptl wdrl
Get the latest NAV of Motilal Oswal Multi Cap Fund Direct Reinvestment of Income Dis cum cptl wdrl. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹13.95
▲0.9%1D
NAV as on 01 Jul 2025
37.36%/per year
Since Inception
▲▼
9 people have invested ₹ 10.5K in Motilal Oswal Multi Cap Fund Direct Reinvestment of Income Dis cum cptl wdrl in the last three months
Motilal Oswal Multi Cap Fund Direct Reinvestment of Income Dis cum cptl wdrl Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (01-Jul-25)
The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
Motilal Oswal Multi Cap Fund Direct Reinvestment of Income Dis cum cptl wdrl Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Motilal Oswal Multi Cap Fund Direct Reinvestment of Income Dis cum cptl wdrl Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 77.5%
Debt & Cash 22.5%
Motilal Oswal Multi Cap Fund Direct Reinvestment of Income Dis cum cptl wdrl Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 77.5%
Debt & Cash 22.5%
Top 3 Sectors in May were Tech, Industrial & Consumer Cyclical
Tech
26%
Consumer Cyclical
22%
Industrial
21%
Tech
28%
Industrial
23%
Consumer Cyclical
19%
Motilal Oswal Multi Cap Fund Direct Reinvestment of Income Dis cum cptl wdrl Holdings Details
as on (30-Jun-25)
Equity
Motilal Oswal Multi Cap Fund Direct Reinvestment of Income Dis cum cptl wdrl Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.56% |
Benchmark | Nifty 500 Multicap 50:25:25 TR INR |
| AUM | ₹3844 Cr |
| Inception Date | 18 June, 2024 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Motilal Oswal Multi Cap Fund Direct Reinvestment of Income Dis cum cptl wdrl
Motilal Oswal Multi Cap Fund Direct Reinvestment of Income Dis cum cptl wdrl is an equity fund. This fund was started on 18 June, 2024. The fund is managed by Niket Shah, Ajay Khandelwal. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal Multi Cap Fund Direct Reinvestment of Income Dis cum cptl wdrl has ₹3844 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
- The fund has an expense ratio 0.6.
Returns
Motilal Oswal Multi Cap Fund Direct Reinvestment of Income Dis cum cptl wdrl has given a CAGR return of 37.36% since inception. Over the last 1 year the fund has given a CAGR return of 31.87%.
Holdings
Motilal Oswal Multi Cap Fund Direct Reinvestment of Income Dis cum cptl wdrl has allocated its funds majorly in Cash Equivalent, Tech, Consumer Cyclical, Industrial, Basic Materials, Health, Financial Services, Consumer Defensive. Its top holdings are Coforge Ltd, Shaily Engineering Plastics Ltd, Polycab India Ltd, Persistent Systems Ltd, Kalyan Jewellers India Ltd
Taxation
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 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Motilal Oswal Multi Cap Fund Direct Reinvestment of Income Dis cum cptl wdrl
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 and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Multi Cap Fund Direct Reinvestment of Income Dis cum cptl wdrl has no lock in period.
Fund Manager
Niket Shah
Fund Manager of Motilal Oswal Multi Cap Fund Direct Reinvestment of Income Dis cum cptl wdrl, since 18 June 2024
Ajay Khandelwal
Fund Manager of Motilal Oswal Multi Cap Fund Direct Reinvestment of Income Dis cum cptl wdrl, since 18 June 2024
- AUM of the fund stands at 3.8K Cr as of May'25
- AUM increased by 379.1 Cr between May'25 and Apr'25
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5Y CAGR
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▲ 32.33
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▲ 29.56
5Y CAGR
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Frequently Asked Questions for Motilal Oswal Multi Cap Fund Direct Reinvestment of Income Dis cum cptl wdrl
How do I invest in Motilal Oswal Multi Cap Fund Direct Reinvestment of Income Dis cum cptl wdrl?
- Download the INDmoney app.
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- Set up payments via bank mandate or UPI.