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 #23 of 34 in category.
Fund basics
| Category | Equity: Multi Cap |
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| NAV | ₹14.45 (as of 2026-10-01) |
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| AUM | ₹4,492 Cr |
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| Expense ratio | 1.61% |
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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 156.9% of NIFTY500 Multicap 50:25:25's upside and 91.9% of its downside.
Market cap allocation
| Large cap | 30.3% |
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| Mid cap | 34.1% |
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| Small cap | 35.6% |
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Concentration
| Top 5 holdings | 21.7% |
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| Top 10 holdings | 38.9% |
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| Total holdings | 36 |
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| Index overlap | 9.4% |
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| Active share | 90.6% |
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Top holdings
- Divis Laboratories Ltd. — 4.9%
- Eternal Limited — 4.6%
- Shaily Engineering Plastics Ltd. — 4.2%
- Lenskart Solutions Limited — 4.1%
- Kalyan Jewellers India Limited — 3.9%
- IndusInd Bank Ltd. — 3.6%
- CG Power and Industrial Solutions Limited — 3.6%
- COFORGE LIMITED — 3.4%
- Bajaj Finance Limited — 3.4%
- One 97 Communications Limited — 3.3%
Top sectors
- Finance & Investments — 14.4%
- Electricals — 11.8%
- Retail — 11.0%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | 9.5% | Q1 (Top) | #3 of 34 |
| 2025 | −3.6% | Q4 (Bottom) | #27 of 31 |