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Motilal Oswal Multi Cap  IDCW-P

Motilal Oswal Multi Cap IDCW-P

1–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation24.7%
Sharpe Ratio0.28
Beta1.13

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Divi's Laboratories LtdServices5.03%
Triparty RepoUtilities4.97%
Eternal LtdConsumers4.38%
Lenskart Solutions LtdServices4.30%
Shaily Engineering Plastics LtdCapital Goods4.02%
Kalyan Jewellers India LtdConsumers3.51%
RBL Bank LtdFinancial Services3.45%
CG Power & Industrial Solutions LtdCapital Goods3.40%
One97 Communications LtdTechnology3.26%
Bajaj Finance LtdFinancial Services3.13%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

AM

Atul Mehra

Mr. Atul Mehra has experience of 8 years. Manages 60 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹689 Cr

Team

69 years

Combined Team Experience

AUM

₹ 20,521 Cr

Assets Under Management

SM
Swapnil Mayekar
Co-Portfolio Manager

Mr. Swapnil Mayekar has experience of 22 years. Manages 237 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹9,582 Cr Holds a M.com degree.

BS
Bhalchandra Shinde
Co-Portfolio Manager

Mr. Bhalchandra Shinde has experience of 16 years. Manages 54 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹89 Cr Holds a B.E. degree.

RS
Rakesh Shetty
Co-Portfolio Manager

Mr. Rakesh Shetty has experience of 4 years. Manages 297 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹10,161 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)2.39%

iconRegulatory & Tax Information

INF247L01CJ2
verified
ISIN
DailyDealing Frequency
Nifty 500 Multicap 50:25:25 TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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