Motilal Oswal Multi Cap Fund Review

Motilal Oswal Multi Cap Fund Review

Motilal Oswal Multi Cap Fund ReviewMotilal Oswal Multi Cap Fund Direct NFO Open on 28 May 2024 and Close on 11 June 2024. Motilal Oswal Multi Cap Fund Direct NFO Allotment Date is 18 June 2024, and the NFO Type is Open-Ended. NFO Riskometer is Very High Risk, and the Minimum Investment Amount  is ₹500. The Minimum SIP Investment Amount is ₹500.

 

Type of the Scheme

An open-ended equity scheme investing across large cap, mid cap, small cap stocks.

Scheme Benchmark : Nifty 500 Multicap 50:25:25 Index TR.

Motilal Oswal Multi Cap Fund Scheme Benchmark

Top constituents by weightage

Company Weightage
HDFC Bank Ltd. 4.47
Reliance Industries Ltd. 3.88
ICICI Bank Ltd. 3.16
Infosys Ltd. 1.98
Larsen & Toubro Ltd. 1.66
Tata Consultancy Services Ltd. 1.51
ITC Ltd. 1.51
Bharti Airtel Ltd. 1.35
Axis Bank Ltd. 1.30
State Bank of India 1.24

 

Motilal Oswal Multi Cap Fund Nfo Important Date

Scheme Offer Motilal Oswal Multi Cap Fund
Offer Price Rs. 10/- per Unit
Type of Scheme An open-ended equity scheme investing across large cap, mid cap, small cap stocks
Open Date 28 May 2024
Allotment Date 18 June 2024
Close Date 11 June 2024
Category Multi Cap Fund
Min Inv ₹ 500
Lock in Period N/A
Risk Very High
Scheme Benchmark Nifty 500 Multicap 50:25:25 Index TR

 

Motilal Oswal Multi Cap Fund Nfo Other Details

Exit Load 1%
Exit Load Details Exit load of 1%, if redeemed within 15 days.
Entry Load N/A
Stamp Duty 0.005%
Min. Investment Rs. 500

 

Motilal Oswal Multi Cap Fund Asset Allocation

Instruments Allocation Min Allocation Max Risk Profile
Equity and Equity related instruments as follows: 75 100 Very High
Debt and Money Market instruments (including cash and cash equivalents), Liquid and Debt Schemes of Mutual Fund. 0 25 Low to Moderate
Units of REITs & InvITs 0 10 Very High

 

Motilal Oswal Multi Cap Fund Sector Representation

Sector Weightage
Financial Services 26.54
Capital Goods 8.40
Information Technology 7.70
Oil, Gas & Consumable Fuels 7.15
Healthcare 7.14
Automobile and Auto Components 6.98
Fast Moving Consumer Goods 5.65
Consumer Durables 3.63
Chemicals 3.54
Metals & Mining 3.49
Consumer Services 3.44
Construction 3.23
Power 3.20
Telecommunication 2.38
Services 2.13
Construction Materials 1.87
Realty 1.85
Textiles 0.64
Media, Entertainment & Publication 0.47
Diversified 0.35
Forest Materials 0.22

 

Investment Objective of the Scheme ? 

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.

 

Motilal Oswal Multi Cap Fund Index Return

Index Return QTD YTD 1 Year 5 Years Since Inception
Price Return 5.33 9.34 46.60 19.64 15.07
Total Return 5.33 9.51 47.83 20.86 16.60

 

Motilal Oswal Multi Cap Fund Manager Details

  • Fund Manger : Ajay Khandelwal
  • Qualification  :  1. CFA Level 3 2. PGDM – MBA – TAPMI, Manipal 3. B.E. – Electrical Engineer – MITS, Gwalior
  • Experience  :  Ajay has a 13 years’ experience in fund management and researchm related activity. Prior to joining Motilal Oswal Asset Management Company Limited he has worked with Canara Robeco Asset Management Company Limited handling Small Cap Fund.

 

  • Fund Manger :  Niket Shah 
  • Qualification  :  Masters in Business Administration (MBA – Finance)
  • Experience  :    Niket has 13 years of overall experience. Motilal Oswal Asset Management Company Ltd.– Vice President – Associate Fund Manager. Motilal Oswal Securities Ltd. – Head of Midcaps Research. Edelweiss Securities Ltd – Research Analyst – Midcaps. Religare Capital Markets Ltd – Associate Research Analyst – Midcaps.

 

  • Fund Manger :  Santosh Singh
  • Qualification  :  CA from ICAI and CFA from CFA Institute
  • Experience  :    Mr. Singh has an overall experience of over 15 years. Mr. Singh was associated with Haitong International Securities Ltd. as Head of Research and Lead Analyst from 2015 to 2018 (years), where he was responsible for Research product and overall Research strategy. He was also associated with SG Asia Holdings as analyst from 2014 to 2015 years and also with Espirito Santo Securities as Lead analyst from 2007 to 2014 and so on. Mr. Singh was ranked No.1 analyst in India in the Asia money polls for insurance sector continuously for three years from 2015 to 2017.

 

  • Fund Manger :  Atul Mehra 
  • Qualification  :  CFA Charterholder, CFA Institute, Charlottesville, Virginia, USA Masters in commerce; Mumbai University Bachelor’s in commerce, Mumbai University, HR College of Commerce and Economics.
  • Experience  :  Atul has over 15 years of overall experience. Motilal Oswal Asset Management Company Ltd – Senior Vice President – Fund Manager – PMS and AIFs. (2013 – present) Edelweiss Capital Ltd – Research Analyst (2008-13).

 

  • Fund Manger :  Rakesh Shetty
  • Qualification  :  Bachelors of Commerce (B.Com)
  • Experience  :    He has more than 14 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

 

  • Fund Manger :  Mr. Ankush Sood
  • Qualification  : B. Tech in Electronics & Telecommunications from MPSTME, NMIMS Mumbai. MBA (Tech) with Major in Finance & Minor in Analytics from SBM, NMIMS Mumbai.
  • Experience  :    Mr. Ankush Sood has prior experience prominently in Institutional Sales Trading Function. He has been associated with Motilal Oswal Financial Services Limited wherein he was primarily responsible for Servicing Domestic & Foreign Institutional Clients.

 

HOW WILL THE SCHEME ALLOCATE ITS ASSETS?

  • The scheme will not make any investment in Securitised Debt.
  • The Scheme shall not invest in repo in corporate debt and corporate reverse repo.
  • The Scheme shall not engage in short selling.
  • The Scheme shall not invest in unrated debt instrument.
  • The Scheme shall not invest in Credit Default Swaps (CDS).
  • The Scheme will not invest in debt instruments having Structured Obligations / Credit Enhancements.
  • The scheme will not invest in securities covered under Clause 9.4 and 12.2 of SEBI Master Circular No. SEBI /HO/IMD/ IMD-PoD-1 / P/ CIR / 2023/74 dated May 19, 2023.

 

Fund Manager Manages the Scheme? 

  1. Ajay Khandelwal
  2. Niket Shah 
  3. Santosh Singh
  4. Atul Mehra 
  5. Rakesh Shetty
  6. Mr. Ankush Sood

 

Motilal Oswal Multi Cap Fund Registrar

KFIN TECHNOLOGIES LIMITED
Selenium Tower- B, Plot 31-32, Gachibowli, Financial
District, Nanakramguda, Serilingampally, Hyderabad500 032, Telangana, India.
Tel No.: +91 40 6716 2222
Website: Www.Kfintech.Com
Email: Hoacfoods.Ipo@Kfintech.Com
Investor Grievance Email:Einward.Ris@Kfintech.Com
Contact Person: Mr. M Murali Krishna

 

Motilal Oswal Multi Cap Fund Form Download

https://portal.amfiindia.com/spages/13927.pdf

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