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Fincash » Mutual Funds » Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund - G

NAV  ₹59.5294 ↓ -0.25  (-0.42 %) as on 13 May 25

(Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

Scheme Objective

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund launched on 28 Apr 14. It is a fund with Moderately High risk and has given a CAGR return of 17.5% since its launch.  Ranked 5 in Multi Cap category.  Return for 2024 was 45.7% , 2023 was 31% and 2022 was -3% .

Below is the key information for Motilal Oswal Multicap 35 Fund

NAV as on 13 May 25₹59.5294 ↓ -0.25  (-0.42 %)
Net Assets (AUM) as on 31 Mar 2025 ₹12,267 Cr.
Launch Date28 Apr 2014
CategoryEquity - Multi Cap
Rating
TypeOpen Ended Fund
RiskModerately High
AMCMotilal Oswal Asset Management Co. Ltd
Alpha Ratio11.84
Expense Ratio0.94 %
Sharpe Ratio0.561
Information Ratio0.79
BenchmarkNot Available
Min Investment ₹5,000
Min SIP Investment ₹500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Returns

Annual Compounded Returns

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 May 25

DurationReturns
1 Month 9.7%
3 Month 6.9%
6 Month 2.4%
1 Year 19.8%
3 Year 26.1%
5 Year 23.5%
10 Year
15 Year
Since launch 17.5%

Historical Annual Returns

Historical performance (Yearly) on absolute basis

YearReturns
2024 45.7%
2023 31%
2022 -3%
2021 15.3%
2020 10.3%
2019 7.9%
2018 -7.8%
2017 43.1%
2016 8.5%

Growth of 10k Over Years

DateValue
30 Apr 20₹10,000
30 Apr 21₹14,099
30 Apr 22₹14,698
30 Apr 23₹14,918
30 Apr 24₹22,918
30 Apr 25₹26,106

Asset Allocation

Asset ClassValue
Cash28.32%
Equity71.68%

Sector Allocation

SectorValue
Technology22.21%
Industrials17.67%
Consumer Cyclical13.37%
Financial Services8.49%
Communication Services5.69%
Consumer Defensive3.15%
Health Care1.77%

Top Securities Holdings / Portfolio

Holdings/Securities

NameGlobal IndustryHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE
Information Technology Services10%₹1,260 Cr1,725,000
↑ 228,975
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT
Information Technology Services9%₹1,171 Cr2,200,000
↑ 207,900
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB
Electrical Equipment & Parts9%₹1,104 Cr1,999,875
↑ 5,800
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL
Luxury Goods7%₹924 Cr17,885,620
↑ 380,009
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | 500093
Electrical Equipment & Parts6%₹757 Cr12,074,170
↑ 416,875
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 500251
Apparel Retail6%₹722 Cr1,394,889
↓ -5,611
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 890157
Telecom Services6%₹707 Cr4,999,500
↓ -500
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN
Credit Services5%₹671 Cr4,500,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Mar 25 | VBL
Beverages - Non-Alcoholic3%₹392 Cr7,500,000
↓ -1,332,625
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
Banks - Regional3%₹357 Cr2,499,500
↓ -500
1 - 10 of 21
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Fund Managers

NameSinceTenure
Ajay Khandelwal1 Oct 240.58 Yr.
Niket Shah1 Jul 222.83 Yr.
Rakesh Shetty22 Nov 222.44 Yr.
Atul Mehra1 Oct 240.58 Yr.
Sunil Sawant1 Jul 240.83 Yr.

Custodians

CompanyAddress
Deutsche Bank AGDeutsche Bank AG,Kodak House, 22, D.N. Road,

Registrar & Transfer Agent

KFin Technologies Ltd
Address138 -Suyesh Solitaire, Nr. Podar International School,Kudasan, Gandhinagar, Gujarat
FAXN.A
EmailN.A

Administrator Companies

CompanyAddress
Motilal Oswal Mutual FundMotilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road,,Opposite Parel ST Depot, Prabhadevi,Mumbai 400025

Auditors

CompanyAddress
NM Raiji & Co6th Floor, Universal Insurance Building,Sir Pherozeshah Mehta Road,,Fort

All Plan & Options

Fund and PlanNAV6 Month1 Year3 Year5 Year
Motilal Oswal Multicap 35 Fund
Growth
₹59.5294
↓ -0.25
2.38 %19.75 %26.05 %23.47 %
Motilal Oswal Multicap 35 Fund
Normal Dividend, Payout
₹33.6101
↓ -0.14
1.94 %19.24 %25.39 %22.47 %
Motilal Oswal Multicap 35 Fund
Normal Dividend, Reinvestment
₹33.6101
↓ -0.14
1.94 %19.24 %25.39 %22.47 %
Data as on 13 May 25

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data.