Motilal Oswal Multi Cap Fund · Regular · Growth
NAV
₹13.7791
as of 15 Jul 2026
Expense Ratio
1.93%
AUM
₹4,050 Cr
Lumpsum returns (CAGR)
- 1Y
- -0.22%
- 3Y
- —
- 5Y
- —
- Since Inception
- +16.19%
SIP returns (XIRR)
- 1Y
- +11.10%
- 3Y
- —
- 5Y
- —
- Since Inception
- +8.86%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.02
Sharpe Ratio
+0.02
Alpha
0.02
Beta
0.02
Sortino
18.73%
Std Dev
-24.59%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- Consumer Durables16.00%
- Banks15.00%
- IT - Software10.00%
- Finance8.00%
- Chemicals & Petrochemicals7.00%
- Electrical Equipment6.00%
- Retailing5.00%
- Healthcare Services4.00%
- Telecom - Services4.00%
- Beverages3.00%
- Capital Markets2.00%
- Petroleum Products2.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Shaily Engineering Plastics Limited5.49%
- 2Kalyan Jewellers India Limited5.06%
- 3Eternal Limited4.64%
- 4Icici Bank Limited4.43%
- 5Cg Power And Industrial Solutions Limited4.19%
- 6Rbl Bank Limited3.81%
- 7Radico Khaitan Limited3.68%
- 8Ellenbarrie Industrial Gases Limited3.44%
- 9Indusind Bank Limited3.33%
- 10Coforge Limited2.99%
Investment Objective
Motilal Oswal Multi Cap Fund · Regular · 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 · Growth is a Multi Cap mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 2 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