Last NAV: 22.4512

MOTILAL OSWAL MULTICAP 35 FUND - REGULAR PLAN   -   Dividend

INVESTMENT OBJECTIVE : The Scheme seeks to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
21.03% 0.00% 14.85% -2.94% 1.40% -1.69%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
1.47 2.03 1.09 14.35% -19.35% 69.35%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: Multi Cap
AUM INR   13,246.57   Cr.
Inception Date 17/04/2014
Minimum Initial Investment INR   500
Minimum Subsequent Investment INR   500
Exit Load Exit load of 1% if redeemed within 15 days

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2014 0.00 0.00 0.00 0.13 9.15 10.11 1.56 2.04 9.17 3.33 7.30 2.13 54.18
2015 7.10 1.52 2.03 -4.40 7.91 0.32 4.81 -6.05 1.61 -0.54 -0.63 0.94 14.60
2016 -7.04 -5.91 7.93 4.15 2.75 2.67 8.16 1.03 1.73 2.51 -5.18 -3.24 8.45
2017 7.57 6.00 4.74 3.58 1.44 -0.61 6.58 3.10 -2.38 2.66 0.07 4.07 43.05
2018 0.07 -3.05 -0.59 4.55 -3.13 -2.72 4.46 0.16 -9.46 -4.97 7.46 0.25 -7.85
2019 -3.42 -0.46 3.01 4.15 -1.69 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1.40
all values are in %

Allocation Mandate

Equity Allocation Min: 65   Max: 100
Debt Allocation Min: 0   Max: 35
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 35

About Fund Managers:

Snigdha Sharma Motilal

  • Job Since 23/07/2018 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Motilal Oswal AMC she has worked with Axis Capital Ltd. as Vice President - Institutional Equity Research, Fidelity International Ltd. as Equity Research Analyst, Karma Capital Ltd. as Equity Research Analyst and Goldman Sachs India Ltd. as Equity Research Analyst.
  • Education Ms. Sharma is a MBA (Finance) and B.Tech. (Mechanical)

Swapnil P Mayekar Motilal

  • Job Since 10/08/2015 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
  • Education Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.

Akash Singhania Motilal

  • Job Since 08/04/2019 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Motilal Oswal Mutual Fund, He was associated with Deutsche Asset management (India) Pvt. Ltd. as Fund Manager-PMS (May'08-Dec'12), ICICI Prudential Asset Management Co. Ltd. as Research Analyst (Mar'06-May'08), SR Batliboi & Co. (Ernst & Young) as Senior Executive (Jul'05-Mar'06), Bharat S Raut & Co. (KPMG) as Senior Executive (Aug'02-May'03) and PWC as Junior Executive (Oct'01-Jul'02).
  • Education Mr.Singhania holds a degree in B.Com(H), is CA, CS and a PGDBM from IIM-L.

Akash Singhania Motilal

  • Job Since 08/04/2019 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Motilal Oswal Mutual Fund, He was associated with Deutsche Asset management (India) Pvt. Ltd. as Fund Manager-PMS (May'08-Dec'12), ICICI Prudential Asset Management Co. Ltd. as Research Analyst (Mar'06-May'08), SR Batliboi & Co. (Ernst & Young) as Senior Executive (Jul'05-Mar'06), Bharat S Raut & Co. (KPMG) as Senior Executive (Aug'02-May'03) and PWC as Junior Executive (Oct'01-Jul'02).
  • Education Mr.Singhania holds a degree in B.Com(H), is CA, CS and a PGDBM from IIM-L.

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