Investt

Asset Class

Status

Open Ended Schemes

Fund Managers

Mr. Atul Mehra, Mr. Sandeep Jain, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty, Mr. Swapnil Mayekar

Investment Objective

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.

Benchmark

NIFTY500 MULTICAP 50:25:25 TRI

Expense Ratio

3.24% As on (30-04-2026)

Minimum Investment | Top up

500.0 | 500.0

Total Assets

3,993.91 Cr As on (30-04-2026)

PERFORMANCE of Motilal Oswal Multi Cap Fund Regular Plan Growth

Scheme Performance
Yearly Performance

Scheme Performance (%)

Data as on - 15-05-2026

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Motilal Oswal Multi Cap Fund Regular Plan Growth	-5.33	-	-	-	10.55
NIFTY500 MULTICAP 50:25:25 TRI	1.68	16.83	15.62	15.37	15.42
Equity: Multi Cap	2.76	17.23	15.59	15.03	11.97

Nav Movement

RETURNS CALCULATOR for Motilal Oswal Multi Cap Fund Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :

Period :

Start :

End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :

Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Select Start Date

Select Rolling Return Time Period

Key Performance and Risk Statistics of Motilal Oswal Multi Cap Fund Regular Plan Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Motilal Oswal Multi Cap Fund Regular Plan Growth	-	-	-	-	-	-
Equity: Multi Cap	-	-	-	-	-	-

Peer Comparison

Scheme Name	5Y (%)
Motilal Oswal Multi Cap Fund Reg Gr	0.0
Groww Multicap Fund Reg Gr	0.0
Bank of India Multi Cap Fund Reg Gr	0.0
Tata Multicap Fund Reg Gr	0.0
ITI Multi Cap Reg Gr	12.82
Mahindra Manulife Multi Cap Fund Reg Gr	17.55
Union Multicap Fund Reg Gr	0.0
Kotak Multicap Fund Reg Gr	0.0
ICICI Pru Multi Cap Gr	17.64
HSBC Multi Cap Fund Reg Gr	0.0

Asset Allocation

Sectors

Sector	Holdings (%)
Financial Services	27.86
Capital Goods	12.73
Consumer Durables	10.45
Information Technology	9.84
Chemicals	6.6
Consumer Services	5.24
Healthcare	4.89
Telecommunication	3.57
Automobile and Auto Components	3.5
Fast Moving Consumer Goods	3.07

Portfolio Holdings

Company	Holdings (%)
KALYAN JEWELLERS INDIA LIMITED EQ	6.02
Net Receivables / (Payables)	6.02
HDFC BANK LIMITED EQ NEW FV RE. 1/-	5.44
Shaily Engineering Plastics Limited	5.37
ZOMATO LIMITED EQ	5.24
ICICI BANK LIMITED EQ NEW FV RS. 2/-	4.83
Coforge Limited	4.78
Persistent Systems Ltd	3.99
CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/-	3.86
HEALTHCARE GLOBAL ENTERPRISES LTD EQ	3.6

Motilal Oswal Multi Cap Fund Regular Plan Growth