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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.62 | 80.84 | 3.73 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.27 | 49.82 | 1.56 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
— |
Multi Cap funds invest in stocks across market capitalization. They invest at least 65% of their assets across large cap, mid cap and small cap companies. These funds are relatively less riskier than small cap funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Motilal Oswal Multi Cap Fund(IDCW) | — | — | — |
Nippon India Multi Cap Fund(IDCW) | 27.03% | 20.81% | 11.47% |
SBI Multicap Fund(IDCW Payout) | 31.94% | — | 21.87% |
HDFC Multi Cap Fund(IDCW Reinvst) | 24.39% | 24.04% | 24.01% |
Actual
Target
Jun 2024
Sep 2024
Nov 2024
Jun 2024
Sep 2024
Nov 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
9.73 %
Holdings
9.68 %
Holdings
9.45 %
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).
No.of Schemes
41
Total AUM
₹ 83,712.74 Cr.
Ajay Khandelwal
AUM: ₹59,513.21 Cr.
|
Exp: 10yrs
Niket Shah
AUM: ₹44,420.52 Cr.
|
Exp: —
Atul Mehra
AUM: ₹33,979.51 Cr.
|
Exp: 15yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%