Motilal Oswal Multi Cap Fund

Motilal Oswal Multi Cap Fund

Equity

Motilal Oswal Mutual Fund

Multi-Cap

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

₹12.48

▼-0.5%1D

NAV as on 20 Feb 2026

14.16%/per year

Since Inception

Absolute Gain%

▲▼

8852 people have invested ₹ 4.8Cr in Motilal Oswal Multi Cap Fund 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 (20-Feb-26)

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

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-3.27%
-12.77%
-8.95%
3.19%
--
--
Nifty 500
2.45%
-1.66%
1.11%
13.07%
16.19%
13.47%
Multi-Cap Avg
2.4%
-3.07%
-0.3%
12.59%
19.28%
16.86%
Best in Multi-Cap
5.23%
-0.28%
4.61%
22.24%
25.56%
22.71%
Worst in Multi-Cap
-3.27%
-12.77%
-8.95%
-2.12%
12.34%
15.23%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Motilal Oswal Multi Cap Fund
-
4,114Cr
0.84%
3.19%
-
--
--
--
--
--
Kotak Multicap Fund
1/13
22,710Cr
0.45%
18.35%
25.56%
4.09
1.06
1.07
1.72
1.50
HSBC Multi Cap Fund
2/13
5,177Cr
0.61%
14.98%
24.77%
4.77
1.00
1.11
1.85
1.21
Axis Multicap Fund
3/13
9,092Cr
0.71%
13.45%
23.66%
4.88
0.92
1.15
1.90
1.17
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

See fund asset allocation details as on (14-Feb-26)

Fund Distribution

as on (14-Feb-26)

Large cap
35.3%
Mid cap
26.4%
Small cap
25.3%
Large Cap allocation has gone up from 30.9% to 35.3%
Large Cap allocation has gone up from 30.9% to 35.3%
Small Cap allocation has gone down from 26.3% to 25.3%
Small Cap allocation has gone down from 26.3% to 25.3%
Mid Cap allocation has gone up from 26.1% to 26.4%
Mid Cap allocation has gone up from 26.1% to 26.4%
Cash allocation has gone down from 16.8% to 13%
Cash allocation has gone down from 16.8% to 13%

Motilal Oswal Multi Cap Fund Sector Allocation

See fund sector allocation details as on (14-Feb-26)

Sector Allocation

Tech
31.6%
Consumer Cyclical
22.9%
Industrial
16.7%
Basic Materials
13%
Health
8.3%
Financial Services
7.6%

Top 3 Sectors in January were Tech, Basic Materials & Consumer Cyclical

Jan'26

Tech

25%

Financial Services

24%

Basic Materials

17%

Dec'25

Tech

26%

Basic Materials

19%

Consumer Cyclical

17%

Motilal Oswal Multi Cap Fund Holdings Details

as on (31-Jan-26)

Holdings
Weight%
1M Change
Persistent Systems Ltd
9.1%
-15%
Shaily Engineering Plastics Ltd
8.61%
0%
Coforge Ltd
8.04%
0%
Bharti Airtel Ltd
7.59%
-20.7%
Eternal Ltd
6.65%
0%
See all
Top Stocks bought last month
ICICI Bank Ltd's allocation increased from 2.25% to 4.94%
ICICI Bank Ltd's allocation increased from 2.25% to 4.94%
Eternal Ltd's allocation increased from 6.14% to 6.65%
Eternal Ltd's allocation increased from 6.14% to 6.65%
Muthoot Finance Ltd's allocation increased from 4.21% to 4.65%
Muthoot Finance Ltd's allocation increased from 4.21% to 4.65%
Top Stocks sold last month
Persistent Systems Ltd's allocation decreased from 10.11 % to 9.1 %
Persistent Systems Ltd's allocation decreased from 10.11 % to 9.1 %
Shaily Engineering Plastics Ltd's allocation decreased from 9.24 % to 8.61 %
Shaily Engineering Plastics Ltd's allocation decreased from 9.24 % to 8.61 %
Coforge Ltd's allocation decreased from 10.01 % to 8.04 %
Coforge Ltd's allocation decreased from 10.01 % to 8.04 %

Motilal Oswal Multi Cap Fund Overview

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

Expense ratio0.84%
Benchmark
Nifty 500 Multicap 50:25:25 TR INR
AUM₹4114 Cr
Inception Date18 June, 2024
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
199.81%
Risk
Risk meter
pointer
Very High Risk

About Motilal Oswal Multi Cap Fund

Motilal Oswal Multi Cap Fund is an equity fund. This fund was started on 18 June, 2024. The fund is managed by Atul Mehra, Swapnil Mayekar, Ajay Khandelwal, Rakesh Shetty, Sandeep Jain. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Multi Cap Fund has ₹4114 Cr worth of assets under management (AUM) as on Feb 2026 and is more than category average.
  2. The fund has an expense ratio 0.8.

Returns

Motilal Oswal Multi Cap Fund has given a CAGR return of 14.16% since inception. Over the last 1 year the fund has given a CAGR return of 3.19%.

Holdings

Motilal Oswal Multi Cap Fund has allocated its funds majorly in Cash Equivalent, Tech, Financial Services, Basic Materials, Consumer Cyclical, Communication, Health, Industrial. Its top holdings are Persistent Systems Ltd, Shaily Engineering Plastics Ltd, Coforge Ltd, Bharti Airtel Ltd, Eternal 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

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 has no lock in period.

Fund Manager

Atul Mehra

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

Swapnil Mayekar

Fund Manager of Motilal Oswal Multi Cap Fund, since 18 November 2025

Ajay Khandelwal

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

Rakesh Shetty

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

Sandeep Jain

Fund Manager of Motilal Oswal Multi Cap Fund, since 12 January 2026

Learn more about Motilal Oswal Mutual Fund
Parameters
Jan'26
Dec'25
Nov'25
AUM
₹ 4.1K Cr
₹ 4.5K Cr
₹ 4.7K Cr
  • AUM of the fund stands at 4.1K Cr as of Jan'26
  • AUM decreased by 413.1 Cr between Jan'26 and Dec'25

Frequently Asked Questions for Motilal Oswal Multi Cap Fund

How do I invest in Motilal Oswal Multi Cap Fund?

INDmoney makes it simple to invest in the Motilal Oswal Multi Cap Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Motilal Oswal Multi Cap Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

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

The NAV of the fund today is ₹12.48. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Motilal Oswal Multi Cap Fund fund has generated a return of 3.19% in 1 year

Who is the fund manager of Motilal Oswal Multi Cap Fund?

The fund managers are Atul Mehra, Swapnil Mayekar, Ajay Khandelwal, Rakesh Shetty, Sandeep Jain.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-1 Years. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.84%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹4114 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

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

The top 3 holdings of the fund are Persistent Systems Ltd(9.1%), Shaily Engineering Plastics Ltd(8.61%), Coforge Ltd(8.04%)