Client Management | Digital KYC | Transactions | Investor App | AUM & Brokerage Reports | Lead Management | Automated Follow-Ups | MF Research | Multi-Asset Tracking
Login
Get Started
Home Mf Research Motilal Oswal Multi Cap Fund Regular Plan Growth
MOTILAL OSWAL MUTUAL FUND

Mutual Fund Research

Motilal Oswal Multi Cap Fund - Regular Plan - Growth

MOTILAL OSWAL MUTUAL FUND Equity Equity Multi Cap

Fund Performance

-
-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,020.95 +2.10%
Two Week 2026-10-19 ₹1,000.00 ₹1,009.71 +0.97%
One Month 2026-10-05 ₹1,000.00 ₹1,003.26 +0.33%
Three Months 2026-08-05 ₹3,000.00 ₹2,983.98 -0.53%
Six Months 2026-05-07 ₹6,000.00 ₹6,384.00 +6.40%
One Year 2025-11-03 ₹12,000.00 ₹13,471.33 +12.26%
Since Inception 2024-06-18 ₹29,000.00 ₹33,392.09 +15.15%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Retailing 11.65%
Finance 10.91%
Electrical Equipment 10.04%
Consumer Durables 9.85%
Banks 6.39%
Other 6.27%
Transport Services 5.97%
Capital Markets 5.45%
Industrial Manufacturing 5.09%
Pharmaceuticals & Biotechnology 5.03%
Chemicals & Petrochemicals 5.01%
Auto Components 4.47%
Financial Technology (Fintech) 3.65%
IT - Software 3.04%
Automobiles 2.13%
Beverages 1.90%
Healthcare Services 1.69%
Commercial Services & Supplies 1.46%

Top Holdings

Company-wise portfolio exposure

Divi's Laboratories Limited 5.03%
Eternal Limited 4.38%
Lenskart Solutions Limited 4.30%
Shaily Engineering Plastics Limited 4.02%
Kalyan Jewellers India Limited 3.51%
RBL Bank Limited 3.45%
CG Power and Industrial Solutions Limited 3.40%
One 97 Communications Limited 3.26%
Bajaj Finance Ltd 3.13%
Shadowfax Technologies Limited 3.05%
Coforge Limited 3.04%
Ellenbarrie Industrial Gases Limited 3.03%
Meesho Ltd 2.97%
IndusInd Bank Limited 2.94%
InterGlobe Aviation Limited 2.92%
Piramal Finance Limited 2.87%
Aditya Infotech Limited 2.70%
ABB India Limited 2.66%
Shriram Finance Limited 2.59%
Syrma SGS Technology Ltd 2.39%
Multi Commodity Exchange of India Limited 2.35%
MTAR Technologies Limited 2.33%
Muthoot Finance Limited 2.32%
Sky Gold And Diamonds Limited 2.32%
Sansera Engineering Limited 2.31%
UNO Minda Limited 2.16%
Ather Energy Limited 2.13%
BSE Limited 2.07%
Navin Fluorine International Limited 1.98%
Radico Khaitan Limited 1.90%
Manipal Health Enterprises Ltd 1.69%
Diamond Power Infrastructure Ltd. 1.65%
Firstsource Solutions Limited 1.46%
Billionbrains Garage Ventures Ltd 1.03%
Moneyview Limited 0.39%
Triparty Repo 4.97%
Net Receivables / (Payables) 1.30%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
21.30%
Return volatility
β
Beta
1.1
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Groww Multicap Fund - Regular Plan - Growth 9.40% 0.00% 8.52%
Trustmf Multi Cap Fund - Regular Plan - Growth 8.23% 0.00% 10.05%
ITI Multi Cap Fund - Regular Plan - Growth 5.78% 14.17% 13.18%
Axis Multicap Fund - Regular Plan - Growth 4.72% 17.50% 14.44%
Bank Of India Multicap Fund - Regular Plan - Growth 4.07% 14.99% 19.38%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 3.26% 14.64% 14.91%
Union Multicap Fund - Regular Plan - Growth 2.93% 12.95% 14.44%
Bajaj Finserv Multi Cap Fund - Regular Plan - Growth 1.71% 0.00% 9.10%
Aditya Birla Sun Life Multi-Cap Fund - Regular Plan - Growth 1.44% 12.75% 13.83%
PGIM India Multi Cap Fund - Regular Plan - Growth 1.09% 0.00% 1.02%

Returns are historical and do not guarantee future performance.

View All Equity Multi Cap Funds

Fund Family

Compare schemes from MOTILAL OSWAL MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Motilal Oswal Nasdaq Q 50 ETF - Regular Plan - Growth 39.59% 35.16% 13.23%
Motilal Oswal S And P 500 Index Fund - Regular Plan - Growth 20.92% 28.69% 20.04%
Motilal Oswal Developed Market Ex US Etfs Overseas Equity Passive FOF - Regular Plan - Growth 20.60% 21.55% 20.61%
Motilal Oswal Focused Fund - Regular Plan - Growth 18.97% 13.08% 13.08%
Motilal Oswal Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 16.61% 0.00% 11.63%
Motilal Oswal Nasdaq 100 Fund Of Fund - Regular Plan - Growth 15.69% 33.70% 24.92%
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth 14.77% 0.00% 11.49%
Motilal Oswal Active Momentum Fund - Regular Plan - Growth 14.09% 0.00% 21.41%
Motilal Oswal Gold And Silver Passive Fund Of Funds - Regular Plan - Growth 12.49% 29.61% 26.46%
Motilal Oswal Special Opportunities Fund - Regular Plan - Growth 12.10% 0.00% 17.03%

Returns are historical and do not guarantee future performance.

View All MOTILAL OSWAL MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of large, mid and small cap companies. However, there can be no assurance that the investment objective of the scheme will be realized.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.32%
Expense Ratio (Direct)
1.21%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty 500 Multicap 50:25:25 Index TRI

Exit Load

Charges that may apply when you redeem units

1% - If redeemed on or before 365 days from the date of allotment. Nil - If redeemed after 365 days from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out amongst the plans within the same scheme.
Top AMC/Fund Houses
360 ONE Mutual Fund AMC logo
360 ONE Mutual Fund
AUM
₹13,053 Cr
Age
15+ Years
Aditya Birla Sun Life Mutual Fund AMC logo
Aditya Birla Sun Life Mutual Fund
AUM
₹4.36 Lakh Cr
Age
31+ Years
Helios Mutual Fund AMC logo
Helios Mutual Fund
AUM
₹9,401 Cr
Age
1–2 Years
Bandhan Mutual Fund AMC logo
Bandhan Mutual Fund
AUM
₹1.78+ Lakh Cr
Age
4 Years
view all

FAQs

Is a Mutual Fund with a Lower NAV Better?

What Are the Charges in Mutual Fund Investments?

What Are the Tax Benefits of Mutual Funds?

Is It a Good Time to Invest in Mutual Funds?

What Is the Difference Between Dividend and Growth Plans?

Should I Invest in Infrastructure Funds?

What Are Sector-Specific Funds/Schemes?

What Happens If I Miss an SIP Payment?

How Can I Compare Different Mutual Funds?