Motilal Oswal Multicap 35 Fund - G

NAV ₹52.3484 ↓ -1.62 (-3.00 %) as on 19 Mar 26

(Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

📑 Table of contents

Scheme Objective
NAV Price Chart
Returns
- Historical Returns
- Compounded Returns
Growth Of 10k Over Years
Holdings / Portfolio
All Plan & Options
Fund Manager Information
Custodians
Registrar & Transfer Agent (RTA)
Administrator Companies
Auditors

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 14.9% since its launch. Ranked 5 in Multi Cap category. Return for 2025 was -5.6% , 2024 was 45.7% and 2023 was 31% .

Below is the key information for Motilal Oswal Multicap 35 Fund

NAV as on 19 Mar 26	₹52.3484 ↓ -1.62 (-3.00 %)
Net Assets (AUM) as on 28 Feb 2026	₹12,890 Cr.
Launch Date	28 Apr 2014
Category	Equity - Multi Cap
Rating	☆☆☆☆☆
Type	Open Ended Fund
Risk	Moderately High
AMC	Motilal Oswal Asset Management Co. Ltd

Alpha Ratio	-11.42
Expense Ratio	1.77 %
Sharpe Ratio	0.127
Information Ratio	0.33
Benchmark	Not Available
Min Investment	₹5,000
Min SIP Investment	₹500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

NAV Price Chart

Motilal Oswal Multicap 35 Fund NAV Chart

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 19 Mar 26

Duration	Returns
1 Month	-8.9%
3 Month	-14.3%
6 Month	-18.1%
1 Year	-6.9%
3 Year	18.9%
5 Year	10.6%
10 Year
15 Year
Since launch	14.9%

Historical Annual Returns

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-5.6%
2023	45.7%
2022	31%
2021	-3%
2020	15.3%
2019	10.3%
2018	7.9%
2017	-7.8%
2016	43.1%

Growth of 10k Over Years

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹10,225
28 Feb 23	₹10,247
29 Feb 24	₹15,095
28 Feb 25	₹16,998
28 Feb 26	₹18,150

Motilal Oswal Multicap 35 Fund Growth 10k Chart

Asset Allocation

Asset Class	Value
Cash	7.65%
Equity	92.35%

Sector Allocation

Sector	Value
Financial Services	27.58%
Technology	17.52%
Industrials	16.52%
Consumer Cyclical	14.45%
Communication Services	4.59%
Energy	2.13%
Health Care	0.49%
Consumer Defensive	0.14%

Motilal Oswal Multicap 35 Fund Equity Allocation

Top Securities Holdings / Portfolio

Holdings/Securities

Name	Global Industry	Holding	Value	Quantity
Nifty March 2026 Future - \| -		9%	₹1,151 Cr	454,090 ↑ 454,090
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| KALYANKJIL	Luxury Goods	7%	₹934 Cr	22,782,390 ↑ 509,414
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 Jan 25 \| CGPOWER	Electrical Equipment & Parts	7%	₹909 Cr	12,534,629
Coforge Ltd (Technology) Equity, Since 31 May 23 \| COFORGE	Information Technology Services	6%	₹820 Cr	6,911,442 ↓ -588,558
Eternal Ltd (Consumer Cyclical) Equity, Since 31 May 25 \| 543320	Internet Retail	6%	₹800 Cr	32,498,890
ICICI Bank Ltd (Financial Services) Equity, Since 28 Feb 21 \| ICICIBANK	Banks - Regional	6%	₹742 Cr	5,382,830 ↓ -975,391
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 23 \| PERSISTENT	Information Technology Services	6%	₹716 Cr	1,512,841 ↓ -401,945
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 26 \| HDFCBANK	Banks - Regional	5%	₹665 Cr	7,493,754 ↓ -1,506,246
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Apr 24 \| 890157	Telecom Services	5%	₹591 Cr	4,000,000
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Mar 23 \| CHOLAFIN	Credit Services	5%	₹590 Cr	3,410,824 ↓ -1,940,920

1 - 10 of 26

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Fund Managers

Name	Since	Tenure
Varun Sharma	21 Jan 26	0.1 Yr.
Swapnil Mayekar	18 Nov 25	0.28 Yr.
Ajay Khandelwal	1 Oct 24	1.41 Yr.
Ankit Agarwal	21 Jan 26	0.1 Yr.
Rakesh Shetty	22 Nov 22	3.27 Yr.
Atul Mehra	1 Oct 24	1.41 Yr.

Custodians

Company	Address
Deutsche Bank AG	1 Great Winchester Street

Registrar & Transfer Agent

KFin Technologies Ltd
Address	138 -Suyesh Solitaire, Nr. Podar International School,Kudasan, Gandhinagar, Gujarat
FAX	N.A
Email	N.A

Administrator Companies

Company	Address
Motilal Oswal Mutual Fund	Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road,,Opposite Parel ST Depot, Prabhadevi,Mumbai 400025

Auditors

Company	Address
NM Raiji & Co	6th Floor, Universal Insurance Building,Sir Pherozeshah Mehta Road,,Fort

All Plan & Options

Fund and Plan	NAV	6 Month	1 Year	3 Year	5 Year
Motilal Oswal Multicap 35 Fund Growth	₹52.3484 ↓ -1.62	-18.11 %	-6.89 %	18.86 %	10.57 %
Motilal Oswal Multicap 35 Fund Normal Dividend, Payout	₹29.5558 ↓ -0.91	-18.11 %	-7.29 %	18.23 %	9.67 %
Motilal Oswal Multicap 35 Fund Normal Dividend, Reinvestment	₹29.5558 ↓ -0.91	-18.11 %	-7.29 %	18.23 %	9.67 %
Data as on 19 Mar 26

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

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