Motilal Oswal Multi Cap Fund Direct Growth
Equity
Direct
Multi-Cap
NAV as on 28-11-2024
₹ 12.99
▲2.4%
1D
Inception Returns
29.8%
/yr
About Motilal Oswal Multi Cap Fund Direct Growth
Motilal Oswal Multi Cap Fund Direct Growth is an equity fund. This fund was started on 18 June, 2024. The fund is managed by . The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal Multi Cap Fund Direct Growth has ₹1882 Cr worth of assets under management (AUM) as on Oct 2024 and is less than category average.
- The fund has an expense ratio 0.6.
Returns
Motilal Oswal Multi Cap Fund Direct Growth has given a CAGR return of 29.75% since inception.
Holdings
Motilal Oswal Multi Cap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Basic Materials, Industrial, Financial Services, Tech, Communication, Health, Consumer Defensive. Its top holdings are Trent Ltd, Zomato Ltd, Kalyan Jewellers India Ltd, Polycab India Ltd, Shaily Engineering Plastics Ltd
Taxation
As it is a multi-cap mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitDividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.
Investment objective of Motilal Oswal Multi Cap Fund Direct Growth
The investment objective of the Scheme is 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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Multi Cap Fund Direct Growth has no lock in period.
Historical NAV & Returns
Motilal Oswal Multi Cap Fund Direct Growth Overview
| Expense ratio | 0.62% |
Benchmark | S&P BSE 500 India TR INR |
| AUM | ₹1882 Cr |
| Inception Date | 18 June, 2024 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Redeeming before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Trailing Returns
as on (28-Nov-24)
Fund Distribution
as on (31-Oct-24)
Top Growth Drivers | 1M Return |
|---|---|
 Deepak Fertilizers & Petrochemicals Corp Ltd | 15.7% |
Sky Gold Ltd | 13% |
 Coforge Ltd | 11.8% |
Motilal Oswal Multi Cap Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹1882 Cr
Expense Ratio 0.62%
Frequently Asked Questions for Motilal Oswal Multi Cap Fund Direct Growth
Motilal Oswal Multi Cap Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 7.16% | 7.16% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
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