Motilal Oswal Multi Cap Fund
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of large, mid and small cap companies.
Growthvine rating: 2/5 — ranked #24 of 34 in category.
Fund basics
| Category | Equity: Multi Cap |
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| NAV | ₹14.94 (as of 2026-08-21) |
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| AUM | ₹4,225 Cr |
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| Expense ratio | 1.62% |
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| Riskometer | Very High |
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| Fund manager | Atul Mehra |
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| Exit load | 1% for redemption within 365 days |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | -24.59% |
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| Alpha | 0 |
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| Beta | 0 |
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Over 5 years, captured 144.3% of NIFTY500 Multicap 50:25:25's upside and 95.5% of its downside.
Market cap allocation
| Large cap | 36.5% |
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| Mid cap | 27.3% |
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| Small cap | 36.2% |
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Concentration
| Top 5 holdings | 22.3% |
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| Top 10 holdings | 40.0% |
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| Total holdings | 36 |
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| Index overlap | 12.9% |
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| Active share | 87.1% |
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Top holdings
- Shaily Engineering Plastics Ltd. — 5.2%
- Eternal Limited — 4.7%
- Bajaj Finance Limited — 4.3%
- Kalyan Jewellers India Limited — 4.1%
- Divis Laboratories Ltd. — 4.0%
- CG Power and Industrial Solutions Limited — 3.9%
- IndusInd Bank Ltd. — 3.7%
- ICICI Bank Ltd. — 3.5%
- RBL Bank Limited — 3.3%
- Navin Fluorine International Limited — 3.3%
Top sectors
- Banking & Financial — 16.7%
- Finance & Investments — 9.7%
- Consumer Durables — 9.3%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | 13.3% | Q1 (Top) | #4 of 34 |
| 2025 | -3.6% | Q4 (Bottom) | #27 of 31 |