MF
MFGenie.ai
Multi Capregulargrowth📊 NIFTY 500 MULTICAP 50:25:25 INDEX TR

Motilal Oswal Multi Cap Fund Regular Plan Growth

Motilal Oswal Mutual Fund

#30 of 31 (1Y)

₹12.7511

0.00 (-0.00%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹12.7511

0.00 (-0.00%)

29 May 2026

AMFI: 152650

Direct · Growth

₹₹13.0779

0.00 (+0.00%)

29 May 2026

AMFI: 152651

Regular · IDCW

₹₹12.5596

0.00 (-0.00%)

29 May 2026

AMFI: 152649

Direct · IDCW

₹₹12.8859

0.00 (+0.00%)

29 May 2026

AMFI: 152652

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-2.07%
1 Month+2.37%
3 Months-0.66%
6 Months-13.29%
1 Year-6.26%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Jun 2024)+11.57%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-7.58%
3 Year SIP
5 Year SIP
Since Inception (Jun 2024)-0.50%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹11,500

Invested

₹11,709

Value today

1.8%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,275

Value today

13.3%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,49,109

Value today

-15.2%

vs lumpsum

Direct lumpsum would have beaten STP by 15.2% — but STP reduced timing risk

Model your own STP with real NAV

Direct vs Regular — ₹500/month over 1 years

Expense ratio drag on your actual returns

Direct plan

₹6,483

Regular plan

₹6,441

Direct earns ₹42 more on a ₹6K investment0.70% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseMotilal Oswal Mutual Fund
CategoryMulti Cap
Plan Typeregular
Optiongrowth
AUM₹4,050 Cr
Expense Ratio1.93%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 500 MULTICAP 50:25:25 INDEX TR ✓
Launch Date18 Jun 2024
AMFI Code152650

Risk Metrics

Trailing 1 year, annualised

-0.30

Sharpe Ratio

-0.03

Alpha

0.52

Beta

-0.27

Sortino

19.32%

Std Dev

-24.59%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Apr 2026

Equity12 holdings · 53.1%
Security% NAV

Kalyan Jewellers India Limited

INE303R01014

6.02%

HDFC Bank Limited

INE040A01034

5.44%

Shaily Engineering Plastics Limited

INE151G01028

5.37%

Eternal Limited

INE758T01015

5.24%

ICICI Bank Limited

INE090A01021

4.83%

Coforge Limited

INE591G01025

4.78%

Persistent Systems Limited

INE262H01021

3.99%

CG Power and Industrial Solutions Limited

INE067A01029

3.86%

Healthcare Global Enterprises Limited

INE075I01017

3.60%

Bharti Airtel Limited

INE397D01024

3.57%

Ellenbarrie Industrial Gases Limited

INE236E01022

3.30%

IndusInd Bank Limited

INE095A01012

3.13%
Other38 holdings · 9631.0%
Security% NAV

Shaily Engineering Plastics Limited

INE151G01028

549.00%

Kalyan Jewellers India Limited

INE303R01014

506.00%

Eternal Limited

INE758T01015

464.00%

ICICI Bank Limited

INE090A01021

443.00%

CG Power and Industrial Solutions Limited

INE067A01029

419.00%

RBL Bank Limited

INE976G01028

381.00%

Radico Khaitan Limited

INE944F01028

368.00%

Ellenbarrie Industrial Gases Limited

INE236E01022

344.00%

IndusInd Bank Limited

INE095A01012

333.00%

Coforge Limited

INE591G01025

299.00%

BSE Limited

INE118H01025

293.00%

Bharti Airtel Limited

INE397D01024

284.00%

Persistent Systems Ltd

INE262H01021

277.00%

Healthcare Global Enterprises Limited

INE075I01017

272.00%

Navin Fluorine International Limited

INE048G01026

256.00%

HDFC Bank Limited

INE040A01034

251.00%

Reliance Industries Limited

INE002A01018

231.00%

Divi's Laboratories Limited

INE361B01024

230.00%

Bajaj Finance Ltd

INE296A01032

228.00%

MTAR Technologies Limited

INE864I01014

227.00%

Muthoot Finance Limited

INE414G01012

225.00%

Aditya Infotech Limited

INE819V01029

220.00%

Billionbrains Garage Ventures Ltd

INE0HOQ01053

218.00%

ABB India Limited

INE117A01022

217.00%

PB Fintech Limited

INE417T01026

200.00%

One 97 Communications Limited

INE982J01020

198.00%

Sky Gold And Diamonds Limited

INE01IU01018

195.00%

NTPC Limited

INE733E01010

190.00%

Shriram Finance Limited

INE721A01047

181.00%

Ujjivan Small Finance Bank Limited

INE551W01018

170.00%

LG Electronics India Ltd

INE324D01010

160.00%

CRISIL Limited

INE007A01025

149.00%

Thirumalai Chemicals Limited

INE338A01024

143.00%

UNO Minda Limited

INE405E01023

139.00%

Collateralized Borrowing & Lending Obligation

133.00%

Sai Life Sciences Limited

INE570L01029

130.00%

UltraTech Cement Limited

INE481G01011

58.00%

Fractal Analytics Ltd

INE212S01015

50.00%

Performance Comparison

Interested in This Fund?

Our experts will help you decide if this fund fits your goals.

+91

By submitting, you agree to our Privacy Policy. No spam, ever.

Investment Objective

Motilal Oswal Multi Cap Fund Regular Plan Growth seeks to generate long-term capital growth by investing across large, mid, and small-cap stocks with a minimum 25% allocation to each segment. This SEBI-mandated diversification ensures broad market exposure across all capitalisation tiers.

About This Fund

Motilal Oswal Multi Cap Fund Regular Plan Growth is a Multi Cap mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹4,050 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 MULTICAP 50:25:25 INDEX TR. The current expense ratio is 1.93%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations