Motilal Oswal Multi Cap Fund Direct Growth

Motilal Oswal Multi Cap Fund Direct Growth

Equity

Motilal Oswal Mutual Fund

Multi-Cap

Get the latest NAV of Motilal Oswal Multi Cap Fund Direct Growth. 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.

₹13.16

▲4.7%1D

NAV as on 12 May 2025

31.63%/per year

Since Inception

Absolute Gain%

▲▼

6186 people have invested ₹ 4.4Cr in Motilal Oswal Multi Cap Fund Direct Growth in the last three months

Motilal Oswal Multi Cap Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (12-May-25)

The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
This Fund
Nifty 500
Category Avg
1 Month
11.4%
8.47%
7.69%
3 Months
7.96%
7.67%
6.33%
6 Months
6.67%
0.81%
-2.02%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Motilal Oswal Multi Cap Fund
-
3,465Cr
0.44%
-
-
31.63%
Nippon India Multi Cap Fund Direct Growth
2/12
40,261Cr
0.8%
10.93%
28.14%
16.93%
ICICI Prudential Multicap Fund Direct Growth
7/12
13,938Cr
0.99%
12.53%
25.58%
16.99%
Invesco India Multicap Fund Direct Growth
9/12
3,782Cr
0.7%
13.82%
24.6%
18.8%
See all

Motilal Oswal Multi Cap Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Motilal Oswal Multi Cap Fund Asset Allocation

as on (31-Mar-25)

Fund Distribution

as on (31-Mar-25)

Equity 78.6%

Debt & Cash 21.4%

Mid cap
33%
Large cap
27.2%
Small cap
21.6%
Mid Cap allocation has gone down from 26.8% to 25.2%
Mid Cap allocation has gone down from 26.8% to 25.2%
Large Cap allocation has gone down from 32.4% to 27.7%
Large Cap allocation has gone down from 32.4% to 27.7%
Small Cap allocation has gone down from 26.5% to 24.4%
Small Cap allocation has gone down from 26.5% to 24.4%
Cash allocation has gone up from 10.1% to 23%
Cash allocation has gone up from 10.1% to 23%

Motilal Oswal Multi Cap Fund Sector Allocation

as on (31-Mar-25)

Sector Allocation

Equity 78.6%

Debt & Cash 21.4%

Consumer Cyclical
36.4%
Basic Materials
19.1%
Tech
15%
Industrial
11.3%
Financial Services
9.3%
Communication
5%
Health
3.9%

Top 3 Sectors in March were Industrial, Tech & Consumer Cyclical

Mar'25

Industrial

27%

Tech

23%

Consumer Cyclical

18%

Feb'25

Industrial

22%

Tech

21%

Consumer Cyclical

20%

Motilal Oswal Multi Cap Fund Holdings Details

as on (30-Apr-25)

Equity

Holdings
Weight%
1M Change
Coforge Ltd
10%
0%
Polycab India Ltd
9.56%
20%
Persistent Systems Ltd
8.59%
19.3%
Shaily Engineering Plastics Ltd
8.17%
4%
Kalyan Jewellers India Ltd
7.45%
-16.3%
See all
Top Stocks bought last month
Polycab India Ltd's allocation increased from 7.72% to 9.02%
Polycab India Ltd's allocation increased from 7.72% to 9.02%
CG Power & Industrial Solutions Ltd's allocation increased from 6.19% to 7.45%
CG Power & Industrial Solutions Ltd's allocation increased from 6.19% to 7.45%
Shaily Engineering Plastics Ltd's allocation increased from 8.21% to 9.16%
Shaily Engineering Plastics Ltd's allocation increased from 8.21% to 9.16%
Top Stocks sold last month
Coforge Ltd's allocation decreased from 8.45 % to 8.28 %
Coforge Ltd's allocation decreased from 8.45 % to 8.28 %
Trent Ltd's allocation decreased from 7.95 % to 7.17 %
Trent Ltd's allocation decreased from 7.95 % to 7.17 %
Kalyan Jewellers India Ltd's allocation decreased from 7.58 % to 5.7 %
Kalyan Jewellers India Ltd's allocation decreased from 7.58 % to 5.7 %

Motilal Oswal Multi Cap Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.44%
Benchmark
Nifty 500 Multicap 50:25:25 TR INR
AUM₹3465 Cr
Inception Date18 June, 2024
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
0%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Motilal Oswal Multi Cap Fund

Motilal Oswal Multi Cap Fund Direct Growth 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

  1. Motilal Oswal Multi Cap Fund Direct Growth has ₹3465 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
  2. The fund has an expense ratio 0.4.

Returns

Motilal Oswal Multi Cap Fund Direct Growth has given a CAGR return of 31.63% since inception.

Holdings

Motilal Oswal Multi Cap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Tech, Industrial, Consumer Cyclical, Basic Materials, Health, Financial Services, Consumer Defensive. Its top holdings are Coforge Ltd, Polycab India Ltd, Persistent Systems Ltd, Shaily Engineering Plastics 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 benefit
Dividends 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 Growth

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 Growth has no lock in period.

Fund Manager

Niket Shah

Fund Manager of Motilal Oswal Multi Cap Fund Direct Growth, since 18 June 2024

Ajay Khandelwal

Fund Manager of Motilal Oswal Multi Cap Fund Direct Growth, since 18 June 2024

Learn more about Motilal Oswal Mutual Fund
Parameters
Mar'25
Feb'25
Jan'25
AUM
₹ 3.4K Cr
₹ 3.1K Cr
₹ 3.2K Cr
  • AUM of the fund stands at 3.4K Cr as of Mar'25
  • AUM increased by 375 Cr between Mar'25 and Feb'25

Frequently Asked Questions for Motilal Oswal Multi Cap Fund Direct Growth

What is the current NAV of Motilal Oswal Multi Cap Fund Direct Growth?

The current NAV of Motilal Oswal Multi Cap Fund Direct Growth is ₹13.16 as on 12-May-2025.

What are the average returns of Motilal Oswal Multi Cap Fund Direct Growth?

Existing (Absolute + CAGR) as on 12-May-2025.
Motilal Oswal Multi Cap Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
11.4%
11.4%
6 Month Returns
6.67%
6.67%
1 Year Returns
0%
0%
3 Years Returns
0%
0%

How do I invest in Motilal Oswal Multi Cap Fund Direct Growth?

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Motilal Oswal Multi Cap Fund Direct Growth?

0.44% as on April 2025

What is net assets under management (AUM) of Motilal Oswal Multi Cap Fund Direct Growth?

₹3465 Cr as on April 2025

What are the top 5 holdings of Motilal Oswal Multi Cap Fund Direct Growth?

Coforge Ltd(10%), Polycab India Ltd(9.56%), Persistent Systems Ltd(8.59%), Shaily Engineering Plastics Ltd(8.17%), Kalyan Jewellers India Ltd(7.45%) as on April 2025

What are the top 3 sectors that this Motilal Oswal Multi Cap Fund Direct Growth has invested in?

Tech(22.06%), Industrial(17.82%), Consumer Cyclical(14.77%) as on April 2025

What is the alpha of Motilal Oswal Multi Cap Fund Direct Growth?

The alpha ratio for the Motilal Oswal Multi Cap Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Motilal Oswal Multi Cap Fund Direct Growth
-
-
-
As on April 2025
The alpha for Motilal Oswal Multi Cap Fund Direct Growth is calculated against Nifty 500 Multicap 50:25:25 TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.

What is the beta of Motilal Oswal Multi Cap Fund Direct Growth??

The Beta ratio for the Motilal Oswal Multi Cap Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Motilal Oswal Multi Cap Fund Direct Growth
-
-
-
As on April 2025
The Beta for Motilal Oswal Multi Cap Fund Direct Growth is calculated with Nifty 500 Multicap 50:25:25 TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.

What is the sharpe ratio of Motilal Oswal Multi Cap Fund Direct Growth?

The sharpe ratio for the Motilal Oswal Multi Cap Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Motilal Oswal Multi Cap Fund Direct Growth
-
-
-
As on April 2025
The sharpe ratio for Motilal Oswal Multi Cap Fund Direct Growth is calculated with Nifty 500 Multicap 50:25:25 TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.

What is the standard deviation of Motilal Oswal Multi Cap Fund Direct Growth?

The standard deviation for the Motilal Oswal Multi Cap Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Motilal Oswal Multi Cap Fund Direct Growth
-
-
-
As on April 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.

Who is the manager of Motilal Oswal Multi Cap Fund Direct Growth?

Niket Shah, Ajay Khandelwal are the fund managers of Motilal Oswal Multi Cap Fund Direct Growth

What is the exit load of Motilal Oswal Multi Cap Fund Direct Growth?

The Exit load of Motilal Oswal Multi Cap Fund Direct Growth is 1%