Motilal Oswal Multi Cap Fund Direct Growth

Motilal Oswal Multi Cap Fund Direct Growth

Equity

Motilal Oswal Mutual Fund

Multi-Cap

Get the latest NAV of Motilal Oswal Multi Cap Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹13.40

▼-1%1D

NAV as on 03 Jun 2025

33.99%/per year

Since Inception

Absolute Gain%

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6081 people have invested ₹ 5Cr in Motilal Oswal Multi Cap Fund Direct Growth in the last three months

Motilal Oswal Multi Cap Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (03-Jun-25)

The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
This Fund
Nifty 500
Category Avg
1 Month
7.34%
3.21%
4.96%
3 Months
15.47%
14.14%
15.19%
6 Months
0.29%
-1.34%
-3.02%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Motilal Oswal Multi Cap Fund
-
3,465Cr
0.55%
-
-
33.99%
Kotak Multicap Fund Direct Growth
1/12
16,787Cr
0.45%
6.01%
27.95%
19.79%
Nippon India Multi Cap Fund Direct Growth
2/12
40,261Cr
0.75%
7.23%
27.85%
17.25%
HDFC Multi Cap Fund Direct Growth
3/12
16,625Cr
0.78%
5.81%
26.15%
20.7%
See all

Motilal Oswal Multi Cap Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Motilal Oswal Multi Cap Fund Asset Allocation

See fund asset allocation details as on (13-May-25)

Fund Distribution

as on (13-May-25)

Equity 78.6%

Debt & Cash 21.4%

Mid cap
33%
Large cap
27.2%
Small cap
21.6%
Small Cap allocation has gone down from 24.4% to 21.6%
Small Cap allocation has gone down from 24.4% to 21.6%
Mid Cap allocation has gone up from 25.2% to 33%
Mid Cap allocation has gone up from 25.2% to 33%
Large Cap allocation has gone down from 27.7% to 27.2%
Large Cap allocation has gone down from 27.7% to 27.2%
Cash allocation has gone down from 23% to 21.4%
Cash allocation has gone down from 23% to 21.4%

Motilal Oswal Multi Cap Fund Sector Allocation

See fund sector allocation details as on (13-May-25)

Sector Allocation

Equity 78.6%

Debt & Cash 21.4%

Consumer Cyclical
34.2%
Basic Materials
18.9%
Industrial
12.5%
Financial Services
12.2%
Tech
12%
Communication
6%
Health
3.1%
Consumer Defensive
1.2%

Top 3 Sectors in April were Industrial, Tech & Consumer Cyclical

Apr'25

Tech

28%

Industrial

23%

Consumer Cyclical

19%

Mar'25

Industrial

27%

Tech

23%

Consumer Cyclical

18%

Motilal Oswal Multi Cap Fund Holdings Details

as on (31-May-25)

Equity

Holdings
Weight%
1M Change
Coforge Ltd
10%
35.6%
Polycab India Ltd
9.56%
0%
Persistent Systems Ltd
8.59%
87.3%
Shaily Engineering Plastics Ltd
8.17%
7.8%
Kalyan Jewellers India Ltd
7.45%
19.5%
See all
Top Stocks bought last month
Persistent Systems Ltd's allocation increased from 4.81% to 8.59%
Persistent Systems Ltd's allocation increased from 4.81% to 8.59%
Kalyan Jewellers India Ltd's allocation increased from 5.7% to 7.45%
Kalyan Jewellers India Ltd's allocation increased from 5.7% to 7.45%
Coforge Ltd's allocation increased from 8.28% to 10%
Coforge Ltd's allocation increased from 8.28% to 10%
Top Stocks sold last month
Shaily Engineering Plastics Ltd's allocation decreased from 9.16 % to 8.17 %
Shaily Engineering Plastics Ltd's allocation decreased from 9.16 % to 8.17 %
CG Power & Industrial Solutions Ltd's allocation decreased from 7.45 % to 7.05 %
CG Power & Industrial Solutions Ltd's allocation decreased from 7.45 % to 7.05 %
Trent Ltd's allocation decreased from 7.17 % to 6.74 %
Trent Ltd's allocation decreased from 7.17 % to 6.74 %

Motilal Oswal Multi Cap Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.55%
Benchmark
Nifty 500 Multicap 50:25:25 TR INR
AUM₹3465 Cr
Inception Date18 June, 2024
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
0%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Motilal Oswal Multi Cap Fund

Motilal Oswal Multi Cap Fund Direct Growth is an equity fund. This fund was started on 18 June, 2024. The fund is managed by Niket Shah, Ajay Khandelwal. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Multi Cap Fund Direct Growth has ₹3465 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
  2. The fund has an expense ratio 0.6.

Returns

Motilal Oswal Multi Cap Fund Direct Growth has given a CAGR return of 33.99% since inception.

Holdings

Motilal Oswal Multi Cap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Tech, Industrial, Consumer Cyclical, Basic Materials, Health, Financial Services, Consumer Defensive. Its top holdings are Coforge Ltd, Polycab India Ltd, Persistent Systems Ltd, Shaily Engineering Plastics Ltd, Kalyan Jewellers India 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 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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.

Fund Manager

Niket Shah

Fund Manager of Motilal Oswal Multi Cap Fund Direct Growth, since 18 June 2024

Ajay Khandelwal

Fund Manager of Motilal Oswal Multi Cap Fund Direct Growth, since 18 June 2024

Learn more about Motilal Oswal Mutual Fund
Parameters
Apr'25
Mar'25
Feb'25
AUM
₹ 3.5K Cr
₹ 3.4K Cr
₹ 3.1K Cr
  • AUM of the fund stands at 3.5K Cr as of Apr'25
  • AUM increased by 38.6 Cr between Apr'25 and Mar'25

Frequently Asked Questions for Motilal Oswal Multi Cap Fund Direct Growth

How do I invest in Motilal Oswal Multi Cap Fund?

INDmoney makes it simple to invest in the Motilal Oswal Multi Cap Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Motilal Oswal Multi Cap Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Motilal Oswal Multi Cap Fund?

The NAV of the fund today is ₹13.40. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

Who is the fund manager of Motilal Oswal Multi Cap Fund?

The fund managers are Niket Shah, Ajay Khandelwal.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-1 Years. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.55%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹3465 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Motilal Oswal Multi Cap Fund?

The top 3 holdings of the fund are Coforge Ltd(10%), Polycab India Ltd(9.56%), Persistent Systems Ltd(8.59%)