September 23, 2025
RA Jainee
Motilal Oswal Multi Cap Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 14.3946
NAV IDCW: Rs 14.3946
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund is mandated to invest at least 25 per cent of its money each in stocks of large, medium and small-sized companies. Such funds can be fairly volatile since at least 50% of their assets will always be invested in mid and small cap stocks which generally experience more severe ups and downs. This makes them suitable for long-term investors who don’t mind higher risk, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
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.
Fund Manager:
1) Ajay Khandelwal
Education: Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
2) Atul Mehra
Education: Mr. Mehra has done B.Com, Master’s Degree in Accounting and CFA
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd
3) Niket Shah
Education: Mr. Shah is a MBA in Finance
Experience: Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst – Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst – Midcaps from June 2008 to March 2010.
4) Rakesh Shetty
Education: Mr. Shetty has done B.Com
Experience: Prior to joining Motilal Oswal Mutual Fund, 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.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 365 days |
Basic Details of Motilal Oswal Multi Cap Fund
| Fund House | Motilal Oswal Mutual Fund |
| Launch Date | 18-Jun-24 |
| Return Since Launch | 33.68% |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 4,285 Cr |
| (As on 31-Aug-2025) | |
| Expense | 0.60% |
| (As on 31-Aug-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 190.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Multi Cap Dir | 4.43 | -0.79 | 5.53 | 8.16 | 15.59 | 16.12 | — | — | — | — |
| VR Multicap TRI | 3.65 | -0.08 | 2.27 | 4.05 | 14.81 | -1.86 | — | — | — | — |
| Equity: Multi Cap | 3.80 | 0.00 | 2.24 | 4.78 | 15.33 | 0.87 | — | — | — | — |
| Rank within category | 15 | 37 | 1 | 1 | 18 | 1 | — | — | — | — |
| Number of funds in category | 34 | 37 | 37 | 36 | 35 | 31 | 14 | 0 | 0 | 0 |
Peer Comparison of Motilal Oswal Multi Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (% | |
| Motilal Oswal Multi Cap Dir | Unrated | 16.12 | — | — | 0.60 | 4,285 | 33.68 | 1.00 (365) | 1Y 3M | 190.00 |
| Nippon India Multi Cap Dir | 5 star | 2.27 | 23.85 | 30.80 | 0.73 | 46,216 | 17.16 | 1.00 (365) | 12Y 8M | 20.00 |
| Kotak Multicap Dir | 4 star | 1.21 | 25.02 | — | 0.42 | 19,227 | 20.28 | 1.00 (365) | 3Y 11M | 39.20 |
| HDFC Multi Cap Dir | 4 star | -1.22 | 22.95 | — | 0.73 | 18,271 | 20.50 | 1.00 (365) | 3Y 9M | 5.75 |
| ICICI Pru Multicap Dir | 4 star | -0.75 | 21.62 | 25.43 | 0.94 | 15,281 | 16.87 | 1.00 (365) | 12Y 8M | 68.00 |
Portfolio Analysis of Motilal Oswal Multi Cap Fund
| No. of Stocks | 18 |
| Top 10 Stocks | 80.57% |
| Top 5 Stocks | 45.45% |
| Top 3 Sectors | 74.40% |
| Portfolio P/B Ratio | 9.14 |
| Portfolio P/E Ratio | 65.30 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 50,366 | 88,682 |
| Giant (%) | 17.52 | 33.64 |
| Large (%) | 34.29 | 21.00 |
| Mid (%) | 21.95 | 34.73 |
| Small (%) | 26.25 | 11.20 |
| Tiny (%) | — | 0.16 |
Chanakya’s Mutual Fund Guidance For Motilal Oswal Multi Cap Fund
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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