Motilal Oswal Multi Cap Fund Regular - Growth

Q: What are the returns of Motilal Oswal Multi Cap Fund?

The Motilal Oswal Multi Cap Fund is a 1 yrs 3 m old fund and has delivered average annual returns of 28.3% since inception. Motilal Oswal Multi Cap Fund Returns 1-Year Since Inception 15.19% 28.3%

NAV as of Sep 03, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹13.8755+0.16% 1 day change	28.3% p.a.	App exclusive #NA View Ranked Funds	₹3,844 Cr

Historical NAV & returns

NAV: ₹13.8755 as on Sep 03, 2025

This fund Category average

Motilal Oswal Multi Cap Fund overview

Expense ratio	1.87% as on Aug 31, 2025
Plan type	Regular
Exit load	1.0% Exit load of 1%, if redeemed within 365 days.!
AUM (Fund size)	₹3,844 Cr
Lock-in Period	Nil
Age	1 yrs 3 m since May 28, 2024
Benchmark	Nifty 500 Multicap 50:25:25 TRI
Min. investment	This scheme is currently not buyable
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, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

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 Sep 01, 2025

Period	This fund	Category average
1 Month	2.02%	0.54%
3 Months	4.6%	1.68%
6 Months	19.38%	16.8%
1 Year	15.19%	-2.14%

Asset allocationas on May 31, 2025

Large Cap 26.91%

Mid Cap 28.98%

Small Cap 21.63%

Other Cap 0%

Top holdings

Coforge Ltd.10.01%

Shaily Engineering Plastics Ltd.9.71%

Polycab India Ltd.9.35%

Persistent Systems Ltd.8.21%

Top sectors

Capital Goods 23.200000000000003%

Technology 18.22%

Materials 10.25%

Consumer Discretionary 9.84%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Bifurcation by Instrument is not available for this fund

Other Holdings

Others 4.0%

Detailed portfolio analysis

Peer comparison

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Motilal Oswal Multi Cap Fund	N.A.	3,844 Cr	1 yrs 3 m	1.87%
Nippon India Multi Cap Fund	N.A.	40,261 Cr	20 yrs 6 m	1.51%
ICICI Prudential Multicap Fund	N.A.	14,505 Cr	31 yrs	1.74%
Mahindra Manulife Multi Cap Fund	N.A.	5,408 Cr	8 yrs 4 m	1.79%
Baroda BNP Paribas Multi Cap Fund	N.A.	2,840 Cr	22 yrs	1.98%
ITI Multi Cap Fund	N.A.	1,248 Cr	6 yrs 4 m	2.05%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Motilal Oswal Multi Cap Fund	2.02%	19.38%	15.19%	N.A.	N.A.	N.A.
Nippon India Multi Cap Fund	0.71%	19.34%	0.61%	22.63%	29.6%	15.53%
ICICI Prudential Multicap Fund	-0.1%	14.52%	-3.47%	19.8%	23.92%	14.97%
Mahindra Manulife Multi Cap Fund	-0.83%	17.49%	-4.58%	18.71%	24.92%	13.27%
Baroda BNP Paribas Multi Cap Fund	1.54%	15.35%	-1.96%	18.84%	24.01%	14.55%
ITI Multi Cap Fund	0.19%	19.58%	-5.81%	18.84%	19.6%	8.83%

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	13.02	0.84	1.15	1.67
ICICI Prudential Multicap Fund	12.6	0.83	0.97	1.65
Mahindra Manulife Multi Cap Fund	14.72	0.96	0.79	1.12
Baroda BNP Paribas Multi Cap Fund	13.62	0.88	0.84	1.04
ITI Multi Cap Fund	15.02	1.0	0.78	1.01

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 Regular - Growth is a Multi Cap mutual fund scheme from Motilal Oswal Mutual Fund. This fund has been in existence for 1 yrs 3 m, having been launched on 28/05/2024. Motilal Oswal Multi Cap Fund Regular - Growth has ₹3,844 Crores worth of assets under management (AUM) as on 31/05/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Motilal Oswal Multi Cap Fund Regular - Growth as of 03/09/2025 is ₹13.88. The fund has an expense ratio of 1.87%, which is higher than what most other Multi Cap funds charge.

Motilal Oswal Multi Cap Fund Regular - Growth returns of last 1-year are 15.27%. Since launch, it has delivered 31.06% average annual returns.
The fund has the majority of its money invested in Capital Goods, Technology, Materials, Consumer Discretionary, Healthcare 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 Coforge Ltd., Shaily Engineering Plastics Ltd., Polycab India Ltd., Persistent Systems Ltd., Kalyan Jewellers India Ltd..

...

Fund AUM	3,844 Cr as on May 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	47 view all schemes
Total AUM	1,09,736 Cr as on Jun 30, 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	1Y	5Y
Motilal Oswal Midcap Fund	N.A.	30,401 Cr	1.93%	33.79%
Motilal Oswal ELSS Tax Saver Fund	N.A.	4,360 Cr	-1.89%	25.22%
Motilal Oswal Flexi Cap Fund	N.A.	13,023 Cr	4.43%	19.93%
Motilal Oswal Focused Fund	N.A.	1,555 Cr	-16.67%	13.03%
Motilal Oswal Nifty Microcap 250 Index Fund	N.A.	2,359 Cr	-6.93%	N.A.

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 ₹13.8755 as of Sep 03, 2025.

What are the returns of this mutual fund scheme?

The Motilal Oswal Multi Cap Fund is a 1 yrs 3 m old fund and has delivered average annual returns of 28.3% since inception.

Motilal Oswal Multi Cap Fund Returns

1-Year	Since Inception
15.19%	28.3%

How much does this mutual fund charge as expense ratio?

The Motilal Oswal Multi Cap Fund - Direct Growth has an expense ratio of 1.87%, 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 3,844 Cr as on May 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
Coforge Ltd.	10.01%
Shaily Engineering Plastics Ltd.	9.71%
Polycab India Ltd.	9.35%
Persistent Systems Ltd.	8.21%
Kalyan Jewellers India Ltd.	7.28%
CG Power and Industrial Solutions Ltd.	7.15%
Trent Ltd.	6.63%
PG Electroplast Ltd.	4.42%
Bajaj Holdings & Investment Ltd.	3.83%
Healthcare Global Enterprises Ltd.	3.74%

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	23.200000000000003%
Technology	18.22%
Materials	10.25%
Consumer Discretionary	9.84%
Healthcare	9.32%
Services	9.08%
Financial	3.87%
Metals & Mining	2.47%
Consumer Staples	0.81%
Chemicals	0.28%

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?

Motilal Oswal Multi Cap Fund Regular - Growth is the regular plan of the fund. For this plan of you pay 1.87% as annual charges. On the other hand if you go for the direct plan available on ET Money, you pay 0.6%. That's 1.27% less.

Regular plans charge more because when you buy them, the fund pays commission to the agent. This is an additional expense for the fund and to cover this expense, the fund takes a bigger share from the returns generated by your investments.

So, the lower annual cost of the direct plan means you will earn 1.27% if you opt for direct plan of Motilal Oswal Multi Cap Fund

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

App exclusive

in Multi Cap

#NA

Return Outperformance: This fund has generated highest return amongst Multi Cap funds in the last 1 Year.
Return/Risk: The fund is performing poorly than its category.
Exit Load: Exit load of 1%, if redeemed within 365 days.