Motilal Oswal Multi Cap Fund Direct - Growth

NAV as of Apr 23, 2025	Returns since inception	ET Money Rank	VRO Ratings
₹12.7949+1.34% 1 day change	24.85%	#NA View Ranked Funds	N.A.

Historical NAV & returns

NAV: ₹12.7949 as on Apr 23, 2025

This fund Category average

Motilal Oswal Multi Cap Fund overview

VRO rating	N.A.
Expense ratio	0.42% as on Mar 31, 2025
Exit load	1.0% Exit load of 1%, if redeemed within 365 days.!
AUM (Fund size)	₹3,426 Crs
Lock-in	No Lockin
Age	10 m since May 28, 2024
Benchmark	Nifty 500 Multicap 50:25:25 TRI
Min. investment	SIP ₹500 & Lump. ₹1000
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Motilal Oswal Multi Cap Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Apr 07, 2025

Period	This fund	Category average
1 month	1.89%	2.97%
3 months	4.57%	2.69%
6 months	4.43%	-3.22%

Asset allocationas on Mar 31, 2025

Large Cap 26.973792%

Mid Cap 24.564318000000004%

Small Cap 25.441889999999997%

Other Cap 0.0%

Top holdings

Shaily Engineering Plastics Ltd.9.16%

Polycab India Ltd.9.02%

Coforge Ltd.8.28%

CG Power and Industrial Solutions Ltd.7.45%

Top sectors

Capital Goods 24.56%

Technology 13.09%

Healthcare 9.83%

Materials 9.16%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Others 9.66%

Allocation by Instruments

Net Receivables 13.36263102%

CBLO 9.65590498%

Other Holdings

Others 13.36%

Peer comparison

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Motilal Oswal Multi Cap Fund	N.A.	₹3,426 Crs	10 m	0.42%
Nippon India Multi Cap Fund	N.A.	₹38,637 Crs	12 yrs 3 m	0.77%
Mahindra Manulife Multi Cap Fund	N.A.	₹4,883 Crs	8 yrs	0.43%
ICICI Prudential Multicap Fund	N.A.	₹13,938 Crs	12 yrs 3 m	0.99%
Baroda BNP Paribas Multi Cap Fund	N.A.	₹2,616 Crs	12 yrs 3 m	0.95%
Quant Active Fund	N.A.	₹9,389 Crs	12 yrs 3 m	0.57%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Motilal Oswal Multi Cap Fund	1.89%	4.43%	N.A.	N.A.	N.A.	N.A.
Nippon India Multi Cap Fund	2.78%	-3.84%	9.75%	24.56%	33.94%	15.34%
Mahindra Manulife Multi Cap Fund	4.47%	-2.79%	9.64%	19.53%	30.86%	14.49%
ICICI Prudential Multicap Fund	3.15%	-2.26%	11.16%	21.78%	29.38%	15.68%
Baroda BNP Paribas Multi Cap Fund	2.77%	-3.98%	9.83%	19.04%	28.83%	14.63%
Quant Active Fund	2.63%	-6.93%	-6.79%	13.99%	33.4%	18.36%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Motilal Oswal Multi Cap Fund	N.A.	N.A.	N.A.	N.A.
Nippon India Multi Cap Fund	14.7	0.87	1.02	1.65
Mahindra Manulife Multi Cap Fund	16.08	0.96	0.71	1.03
ICICI Prudential Multicap Fund	13.88	0.84	0.92	1.67
Baroda BNP Paribas Multi Cap Fund	15.44	0.91	0.63	0.88
Quant Active Fund	17.89	1.05	0.4	0.61

View all Multi Cap funds

Key risk & return ratios Compared to other funds in the category

Risk ratios are based on three-year data. The required data is unavailable for the scheme.

Compare Motilal Oswal Multi Cap Fund in detail with

About this fund

About Motilal Oswal Multi Cap Fund

Motilal Oswal Multi Cap Fund Direct - Growth is a Multi Cap mutual fund scheme from Motilal Oswal Mutual Fund. This fund has been in existence for 10 m, having been launched on 28/05/2024. Motilal Oswal Multi Cap Fund Direct - Growth has ₹3,426 Crores worth of assets under management (AUM) as on 31/03/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Motilal Oswal Multi Cap Fund Direct - Growth as of 23/04/2025 is ₹12.79. The fund has an expense ratio of 0.42%, which is less than what most other Multi Cap funds charge.

The fund has the majority of its money invested in Capital Goods, Technology, Healthcare, Materials, Consumer Discretionary sectors. It has taken less exposure in Capital Goods, Technology sectors compared to other funds in the category.
The fund's top 5 holdings are in Shaily Engineering Plastics Ltd., Polycab India Ltd., Coforge Ltd., CG Power and Industrial Solutions Ltd., Trent Ltd..

...

Fund AUM	₹3,426 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

Fund managers

Ajay Khandelwal

Mr. Khandelwal is MBA & Bachelor of Engineering. Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.

Niket Shah

Mr. Shah is a MBA in Finance Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.

Rakesh Shetty

Mr. Shetty has done B.Com Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

Atul Mehra

Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd

Investment objective

The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of large, mid and small cap companies.

Motilal Oswal Mutual Fund details

No. of schemes	44 view all schemes
Total AUM	₹99,318 Crs as on Mar 31, 2025
Address	Motilal Oswal Towers - 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai, 400025
Phone	022-39804238 / 1800-200-6626

More funds from Motilal Oswal Mutual Fund

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
Motilal Oswal Midcap Fund	N.A.	₹26,028 Crs	16.46%	39.31%
Motilal Oswal Nifty Smallcap 250 Index Fund	N.A.	₹792 Crs	2.17%	35.18%
Motilal Oswal Nifty Midcap 150 Index Fund	N.A.	₹1,987 Crs	9.33%	33.28%
Motilal Oswal Large and Midcap Fund	N.A.	₹8,713 Crs	15.16%	32.13%
Motilal Oswal ELSS Tax Saver Fund	N.A.	₹3,817 Crs	10.6%	29.27%
Motilal Oswal Nifty 500 Index Fund	N.A.	₹2,102 Crs	7.89%	24.84%

See all Equity funds from this AMC

Frequently asked questions

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

The current Net Asset Value (NAV) of the Motilal Oswal Multi Cap Fund - Direct Growth plan is approximately ₹12.7949 as of Apr 23, 2025.

How much does this mutual fund charge as expense ratio?

The Motilal Oswal Multi Cap Fund - Direct Growth has an expense ratio of 0.42%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

What is the AUM or fund size of this mutual fund?

The Motilal Oswal Multi Cap Fund currently has assets under management (AUM) or fund size valued at approximately ₹3,426 Crs crore as of Mar 31, 2025.

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

The Motilal Oswal Multi Cap Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Shaily Engineering Plastics Ltd.	9.16%
Polycab India Ltd.	9.02%
Coforge Ltd.	8.28%
CG Power and Industrial Solutions Ltd.	7.45%
Trent Ltd.	7.17%
PG Electroplast Ltd.	5.94%
Kalyan Jewellers India Ltd.	5.7%
Persistent Systems Ltd.	4.81%
Bajaj Holdings & Investment Ltd.	3.99%
Healthcare Global Enterprises Ltd.	3.91%

What are the top sectors Motilal Oswal Multi Cap Fund has invested in?

The Motilal Oswal Multi Cap Fund has primarily invested in the following sectors

Sector	Percentage of Portfolio
Capital Goods	24.56%
Technology	13.09%
Healthcare	9.83%
Materials	9.16%
Consumer Discretionary	7.58%
Services	7.17%
Financial	4.03%
Construction	3.25%
Metals & Mining	2.66%
Chemicals	0.21%

What is risk level of Motilal Oswal Multi Cap Fund?

This is a Multi Cap fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How do I invest in Motilal Oswal Multi Cap Fund?

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Motilal Oswal Multi Cap Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Motilal Oswal Multi Cap Fund is complete.

How can I redeem my investments in Motilal Oswal Multi Cap Fund?

Redeeming your investments in Motilal Oswal Multi Cap Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Motilal Oswal Multi Cap Fund from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

in Multi Cap

#NA

Expense Ratio: This fund has the 3rd lowest expense ratio amongst actively/passively managed Multi Cap funds.
Return/Risk: The fund is performing poorly than its category.
Exit Load: Exit load of 1%, if redeemed within 365 days.