style
breadcrumbs-fdp

Motilal Oswal Multi Cap Fund

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

  • investedProple:2,91,122

  • fundIcon:/content/dam/motilal-mf/fund-icons/MO_MM.svg

  • dateAsOn:28 Feb 2026

  • schDetail:

    • exitLoad:

      1% - If redeemed on or before 1 year from the date of allotment. Nil - If redeemed after 1 year from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.

    • CMOTSAMCCode: 38442

    • nfoEndDate: 11-Jun-2024

    • exitLoadShort: 1% < 1 Year

    • schemeName: Motilal Oswal Multi Cap Fund

    • nfoStartDate: 28-May-2024

    • dateOfAllotment: 2024-06-18

    • sebiCategory: Equity Fund

    • cmotsGroupCode: MO44855

    • fundCategoryCode: MF

    • schcode: MM

  • minamount:

    • 0:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: 500
      • optioncode: D
      • plancode: DP

    • 1:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: 500
      • optioncode: R
      • plancode: DP

    • 2:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: 500
      • optioncode: G
      • plancode: GD

    • 3:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: 500
      • optioncode: G
      • plancode: GP

    • 4:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: 500
      • optioncode: D
      • plancode: PD

    • 5:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: 500
      • optioncode: R
      • plancode: PD

  • fundsTaggingSection:

    • 0: motilal-oswal-amc:indian-equity-
    • 1: motilal-oswal-amc:active
    • 2: motilal-oswal-amc:multi-cap-fund

  • planList:

    • 0:

      • planName: Direct
      • groupedName: Direct Growth
      • optionName: Growth
      • sixth_char_name: D
      • planCode: GD
      • planNameOriginal: Direct Growth
      • groupedCode: GDG
      • optionCode: G
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01CL8
      • amfi_schcode: 152651
      • cmt_schcode: 44857

    • 1:

      • planName: Regular
      • groupedName: Regular-Growth
      • optionName: Growth
      • sixth_char_name: R
      • planCode: GP
      • planNameOriginal: Regular Growth
      • groupedCode: GPG
      • optionCode: G
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
      • isin: INF247L01CO2
      • amfi_schcode: 152650
      • cmt_schcode: 44855

    • 2:

      • planName: Regular
      • groupedName: Regular IDCW Reinvestment
      • optionName: IDCW Reinvestment
      • sixth_char_name: R
      • planCode: DP
      • planNameOriginal: Regular Reinvestment
      • groupedCode: DPR
      • optionCode: R
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
      • isin: INF247L01CK0
      • amfi_schcode: 152649
      • cmt_schcode: 44856

    • 3:

      • planName: Regular
      • groupedName: Regular IDCW Payout
      • optionName: IDCW Payout
      • sixth_char_name: R
      • planCode: DP
      • planNameOriginal: Regular Payout
      • groupedCode: DPD
      • optionCode: D
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

    • 4:

      • planName: Direct
      • groupedName: Direct IDCW Payout
      • optionName: IDCW Payout
      • sixth_char_name: D
      • planCode: PD
      • planNameOriginal: Direct Payout
      • groupedCode: PDD
      • optionCode: D
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

    • 5:

      • planName: Direct
      • groupedName: Direct IDCW Reinvestment
      • optionName: IDCW Reinvestment
      • sixth_char_name: D
      • planCode: PD
      • planNameOriginal: Direct Reinvestment
      • groupedCode: PDR
      • optionCode: D
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment

  • nav:

    • 0:

      • latnav: 11.8728
      • optioncode: D
      • plancode: DP
      • prodcode: MMDP
      • recdt: 06-Apr-2026
      • navchng: 0.18
      • navchngper: 1.67

    • 1:

      • latnav: 11.8728
      • optioncode: R
      • plancode: DP
      • prodcode: MMDP
      • nav_date: 06-Apr-2026
      • nav_amount: 11.0232
      • recdt: 06-Apr-2026
      • navchng: 0.18
      • navchngper: 1.67

    • 2:

      • latnav: 12.144
      • optioncode: G
      • plancode: GD
      • prodcode: MMGD
      • nav_date: 06-Apr-2026
      • nav_amount: 11.4586
      • recdt: 06-Apr-2026
      • navchng: 0.19
      • navchngper: 1.68

    • 3:

      • latnav: 11.8728
      • optioncode: G
      • plancode: GP
      • prodcode: MMGP
      • nav_date: 06-Apr-2026
      • nav_amount: 11.1913
      • recdt: 06-Apr-2026
      • navchng: 0.19
      • navchngper: 1.67

    • 4:

      • latnav: 12.144
      • optioncode: D
      • plancode: PD
      • prodcode: MMPD
      • recdt: 06-Apr-2026
      • navchng: 0.19
      • navchngper: 1.68

    • 5:

      • latnav: 12.144
      • optioncode: R
      • plancode: PD
      • prodcode: MMPD
      • nav_date: 06-Apr-2026
      • nav_amount: 11.2905
      • recdt: 06-Apr-2026
      • navchng: 0.19
      • navchngper: 1.68

  • returns:

    • 0:

      • oneYear_Ret: 3.74
      • oneYear_marketValue: 10374.42220144526
      • inception_Ret: 10.63
      • inception_marketValue: 11872.8
      • latNavDate: 2026-02-28
      • prodcode: MMDP
      • plancode: DP
      • optioncode: D

    • 1:

      • oneYear_Ret: 5.06
      • oneYear_marketValue: 10506.00825323771
      • inception_Ret: 12.12
      • inception_marketValue: 12144.0
      • latNavDate: 2026-02-28
      • prodcode: MMGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 152651
      • cmt_schcode: 44857
      • isin: INF247L01CL8

    • 2:

      • oneYear_Ret: 3.74
      • oneYear_marketValue: 10374.42220144526
      • inception_Ret: 10.63
      • inception_marketValue: 11872.8
      • latNavDate: 2026-02-28
      • prodcode: MMGP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 152650
      • cmt_schcode: 44855
      • isin: INF247L01CO2

    • 3:

      • oneYear_Ret: 5.06
      • oneYear_marketValue: 10506.00825323771
      • inception_Ret: 12.12
      • inception_marketValue: 12144.0
      • latNavDate: 2026-02-28
      • prodcode: MMPD
      • plancode: PD
      • optioncode: D

Call back

Share

Historical Performance

CAGR

planList:

  • 0:

    • planName: Direct
    • groupedName: Direct Growth
    • optionName: Growth
    • sixth_char_name: D
    • planCode: GD
    • planNameOriginal: Direct Growth
    • groupedCode: GDG
    • optionCode: G
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
    • isin: INF247L01CL8
    • amfi_schcode: 152651
    • cmt_schcode: 44857

  • 1:

    • planName: Regular
    • groupedName: Regular-Growth
    • optionName: Growth
    • sixth_char_name: R
    • planCode: GP
    • planNameOriginal: Regular Growth
    • groupedCode: GPG
    • optionCode: G
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
    • isin: INF247L01CO2
    • amfi_schcode: 152650
    • cmt_schcode: 44855

  • 2:

    • planName: Regular
    • groupedName: Regular IDCW Reinvestment
    • optionName: IDCW Reinvestment
    • sixth_char_name: R
    • planCode: DP
    • planNameOriginal: Regular Reinvestment
    • groupedCode: DPR
    • optionCode: R
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
    • isin: INF247L01CK0
    • amfi_schcode: 152649
    • cmt_schcode: 44856

  • 3:

    • planName: Regular
    • groupedName: Regular IDCW Payout
    • optionName: IDCW Payout
    • sixth_char_name: R
    • planCode: DP
    • planNameOriginal: Regular Payout
    • groupedCode: DPD
    • optionCode: D
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

  • 4:

    • planName: Direct
    • groupedName: Direct IDCW Payout
    • optionName: IDCW Payout
    • sixth_char_name: D
    • planCode: PD
    • planNameOriginal: Direct Payout
    • groupedCode: PDD
    • optionCode: D
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

  • 5:

    • planName: Direct
    • groupedName: Direct IDCW Reinvestment
    • optionName: IDCW Reinvestment
    • sixth_char_name: D
    • planCode: PD
    • planNameOriginal: Direct Reinvestment
    • groupedCode: PDR
    • optionCode: D
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment

  • returns:

    • 0:

      • oneYear_Ret: 3.74
      • oneYear_marketValue: 10374.42220144526
      • inception_Ret: 10.63
      • inception_marketValue: 11872.8
      • latNavDate: 2026-02-28
      • prodcode: MMDP
      • plancode: DP
      • optioncode: D

    • 1:

      • oneYear_Ret: 5.06
      • oneYear_marketValue: 10506.00825323771
      • inception_Ret: 12.12
      • inception_marketValue: 12144.0
      • latNavDate: 2026-02-28
      • prodcode: MMGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 152651
      • cmt_schcode: 44857
      • isin: INF247L01CL8

    • 2:

      • oneYear_Ret: 3.74
      • oneYear_marketValue: 10374.42220144526
      • inception_Ret: 10.63
      • inception_marketValue: 11872.8
      • latNavDate: 2026-02-28
      • prodcode: MMGP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 152650
      • cmt_schcode: 44855
      • isin: INF247L01CO2

    • 3:

      • oneYear_Ret: 5.06
      • oneYear_marketValue: 10506.00825323771
      • inception_Ret: 12.12
      • inception_marketValue: 12144.0
      • latNavDate: 2026-02-28
      • prodcode: MMPD
      • plancode: PD
      • optioncode: D

  • bmCode: 2204

style
table-wrapper
id
performance-graph

Periodic Returns

Data as on 28 Feb 2026

CAGR
Current value of Investment of ₹10,000

NIL

See other funds managed by the Fund Manager

style
periodicreturn, table-wrapper
id
periodic-returns

Past Performance Calculator

Explore how much wealth you would have created by investing in our schemes using this SIP Calculator

Search a fund

Motilal Oswal Mid cap fund

SIP

Lumpsum

If you would have invested monthly

If you would have invested

10000

Tenure

10

Invested Amount

1200000

Current Value of Investment

2500000

Return (CAGR)

18

Start SIP

View other calculators

#

Disclaimer:

style
table-wrapper, compounding, fdp-calculator
id
past-performance-calculator

Why this fund?

Expertise

Backed by a decade of financial expertise, we focus on long-term wealth creation through early investment in promising midcaps.

High Conviction

A focused portfolio of ~35 high-conviction midcap stocks, carefully selected for their unique potential.

Quality and Growth

We prioritize business quality and management strength, guided by our QGLP investment philosophy.

*Based upon our current investment strategy.

Pioneering Growth

A House known for identifying high-growth themes that serve as compounding instruments & stand as formidable wealth creators.

Skin in the Game

Our promoters have invested a substantial ~71772 Cr.*, firmly aligning our interests with yours.

*Data as on 31st January 2024.

Disclaimer: The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity.

style
table-wrapper, why-fund
id
why-this-fund-section

Fund philosophy from our fund manager

https://www.youtube.com/embed/3EnNFnudF18?ref=0

Image

Niket Shah

Fund Manager, Motilal Oswal Multi Cap Fund

style
table-wrapper, fund-philosophy-video
id
fund-philosophy-video

Portfolio Composition

Download

Sector Holdings
Stock Holdings

Industry Classification as recommended by AMFI

style
table-wrapper, tabdiv
id
custom-tab

    1. Key Facts

    2. Launched on 06 Feb 2024

Investment Objective

  • methodology:

    a) Methodology of calculating sale price

    The price or NAV, an investor is charged while investing in an open-ended scheme is called sale or subscription price. Pursuant to clause 10.4 of SEBI Master Circular No. SEBI /HO/IMD/ IMDPoD-1 / P/ CIR / 2023/74 dated May 19, 2023., no entry load will be charged by the scheme to the investors. Therefore, Sale or Subscription price = Applicable NAV (for respective plan and option of the scheme)

    b) Methodology of calculating repurchase price of Units

    Repurchase or redemption price is the price or NAV at which an open-ended scheme purchases or redeems its units from the investors. It may include exit load, if applicable. The exit load, if any, shall be charged as a percentage of Net Assets Value (NAV) i.e. applicable load as a percentage of NAV will be deducted from the “Applicable NAV” to calculate the repurchase price. Therefore, Repurchase or Redemption Price = Applicable NAV *(1- Exit Load, if any) Example: If the Applicable NAV is Rs. 10 and a 2% Exit Load is charged, the Redemption Price per Unit will be calculated as follows: = Rs. 10 * (1-0.02) = Rs. 10 * (0.98) = Rs. 9.80

  • indexMethodology:

    NIL

  • investmentObjective:

    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.

  • applicationAmount:

    ₹ 500/- and in multiples of ₹ 1/- thereafter

  • redemptionAmont: ₹ 500/- and in multiples of ₹ 1/- thereafter or account balance, whichever is lower.

  • exitLoad:

    1% - If redeemed on or before 1 year from the date of allotment. Nil - If redeemed after 1 year from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.

  • aum:

    • 0:

      • latestAum: 3939.5901
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: D
      • plancode: DP
      • prodcode: MMDP

    • 1:

      • latestAum: 3939.5901
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: R
      • plancode: DP
      • prodcode: MMDP

    • 2:

      • latestAum: 3939.5901
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: G
      • plancode: GD
      • prodcode: MMGD

    • 3:

      • latestAum: 3939.5901
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: G
      • plancode: GP
      • prodcode: MMGP

    • 4:

      • latestAum: 3939.5901
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: D
      • plancode: PD
      • prodcode: MMPD

    • 5:

      • latestAum: 3939.5901
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: R
      • plancode: PD
      • prodcode: MMPD

  • portfolioTurnoverRatio: 1.11

  • planList:

    • 0:

      • planName: Direct
      • groupedName: Direct Growth
      • optionName: Growth
      • sixth_char_name: D
      • planCode: GD
      • planNameOriginal: Direct Growth
      • groupedCode: GDG
      • optionCode: G
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01CL8
      • amfi_schcode: 152651
      • cmt_schcode: 44857

    • 1:

      • planName: Regular
      • groupedName: Regular-Growth
      • optionName: Growth
      • sixth_char_name: R
      • planCode: GP
      • planNameOriginal: Regular Growth
      • groupedCode: GPG
      • optionCode: G
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
      • isin: INF247L01CO2
      • amfi_schcode: 152650
      • cmt_schcode: 44855

    • 2:

      • planName: Regular
      • groupedName: Regular IDCW Reinvestment
      • optionName: IDCW Reinvestment
      • sixth_char_name: R
      • planCode: DP
      • planNameOriginal: Regular Reinvestment
      • groupedCode: DPR
      • optionCode: R
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
      • isin: INF247L01CK0
      • amfi_schcode: 152649
      • cmt_schcode: 44856

    • 3:

      • planName: Regular
      • groupedName: Regular IDCW Payout
      • optionName: IDCW Payout
      • sixth_char_name: R
      • planCode: DP
      • planNameOriginal: Regular Payout
      • groupedCode: DPD
      • optionCode: D
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

    • 4:

      • planName: Direct
      • groupedName: Direct IDCW Payout
      • optionName: IDCW Payout
      • sixth_char_name: D
      • planCode: PD
      • planNameOriginal: Direct Payout
      • groupedCode: PDD
      • optionCode: D
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

    • 5:

      • planName: Direct
      • groupedName: Direct IDCW Reinvestment
      • optionName: IDCW Reinvestment
      • sixth_char_name: D
      • planCode: PD
      • planNameOriginal: Direct Reinvestment
      • groupedCode: PDR
      • optionCode: D
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment

  • benchmark: Nifty 500 Multicap 50:25:25 Index TR

  • expenseRatioDirect: 0.56

  • benchmarkreturns:

    • 0:

      • type: BM
      • groupName: Nifty 50 TRI (SECONDARY)
      • latNavDate: 2026-02-28
      • latnav: 37943.67
      • oneYear_Ret: 15.07371405279898
      • inception_Ret: 5.1393178435101605
      • bmcode: 2006.0

    • 1:

      • type: BM
      • groupName: NIFTY500 Multicap 50:25:25 Total Return Index (PRIMARY)
      • latNavDate: 2026-02-28
      • bmcode: 2194.0

  • entryLoad:

    NIL

Minimum Application Amount

₹500/- and in multiples of ₹1/- thereafter

Minimum Redemption Amount

₹500/- then ₹1/- increments, up to account balance

Latest AUM

3939.5901

2026-02-28T00:00:00

Portfolio Turnover Ratio

1.11

Plans

Direct,Regular

Options (Under each plan)

Growth

Benchmark

Nifty 500 Multicap 50:25:25 Index TR

Total Expense Ratio

0.56

Inception date

2026-02-28

Entry Load

NIL

Exit Load Policy

style
table-wrapper
id
key-facts-section

Our Fund Managers

Managing this fund since

Total AUM

  • schDetail

    • exitLoad:

      1% - If redeemed on or before 1 year from the date of allotment. Nil - If redeemed after 1 year from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.

    • CMOTSAMCCode: 38442

    • nfoEndDate: 11-Jun-2024

    • exitLoadShort: 1% < 1 Year

    • schemeName: Motilal Oswal Multi Cap Fund

    • nfoStartDate: 28-May-2024

    • dateOfAllotment: 2024-06-18

    • sebiCategory: Equity Fund

    • cmotsGroupCode: MO44855

    • fundCategoryCode: MF

    • schcode: MM

  • fundManager:

    • 0:

      • designation: Fund Manager

      • type: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-swapnil-mayekar.png

      • dropdownField: MF

      • fundManagerName: Swapnil Mayekar

      • description:

        Swapnil has over 12 years of experience in the fund management and product development.

        Motilal Oswal Asset Management Company Ltd. from March 2010 onwards.

        Business Standard, Research Associate from August 2005 to February 2010.

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/swapnil-mayekar

    • 1:

      • designation: Fund Manager/Dealer

      • type: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-rakesh-shetty.png

      • dropdownField: MF

      • fundManagerName: Rakesh Shetty

      • description:

        Mr. Rakesh Shetty has more than 13 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.

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/rakesh-shetty

    • 2:

      • designation: Executive Group Vice President

      • type: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-ajay-khandelwal.png

      • dropdownField: MF

      • fundManagerName: Ajay Khandelwal

      • description:

        Ajay has 13 years rich experience in fund management and research 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. He has done post-graduation i.e. MBA from Manipal University. Mr. Ajay possess expertise in Fund Management.

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/ajay-khandelwal

    • 3:

      • designation: Vice President

      • type: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-atul-mehra.png

      • dropdownField: MF

      • fundManagerName: Atul Mehra

      • description:

        Mr Atul Mehra is passionate about investing; and has been an investor since 13 years of age. He has over 15 years of professional work experience with last 10 years within Motilal Oswal Group, prior to which he worked with Edelweiss Capital for another 5 years. Academically, he is a CFA Charter holder and has completed the Chartered Financial Analyst (CFA) Program, from CFA Institute, Charlottesville, Virginia, USA and has specialization in Finance through BAF (Bachelor of Commerce in Accounting and Finance) from HR College, Mumbai and Post-Graduation in Commerce through M.Com (Masters in Commerce, Accountancy) from Mumbai University.

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/atul-mehra

    • 4:

      • description:

        Mr. Sandeep Jain is currently employed with MOAMC and has an overall experience of 18 years in research and fund management. His last stint was with Baroda BNP Paribas Mutual Fund as Fund Manager and Senior Research Analyst (BFSI Sector). Prior to that, he has worked with various companies viz., Aditya Birla Sun life Insurance, Sundaram Asset Management Company Limited, TATA Securities., IDBI Capital Markets & Securities Limited. Mr. Jain is a Chartered Accountant by qualification

      • designation: Fund Manager

      • dropdownField: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-sandeep-jain.png

      • fundManagerName: Sandeep Jain

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/sandeep-jain

style
table-wrapper
id
fund-manager-section

Downloads

style
download, table-wrapper
id
downloadsec

Frequently Asked Questions

What is Multi Cap?

A Multi Cap Fund invests 25% each in Large, Mid and Small Caps. The fund can invest across all market caps and sectors.

Why Multi Caps?

  • Diversification: Multicap funds offer a diverse portfolio by investing in companies of varying sizes and sectors. This approach to diversification reduces risk by distributing investments across multiple sectors, reducing the risk or impact of underperformance in a particular market segment or sector.
  • Flexibility: These funds have the flexibility to rebalance the portfolio based on the market conditions within the asset allocation limits.
  • Growth potential: By investing in companies of different sizes, Multi Cap Funds can tap into growth opportunities across various segments of the market. This comprehensive approach allows Multi Cap Funds to benefit from a broader range of market dynamics and opportunities.
  • Risk Management: The diversified nature of Multi Cap Funds can significantly reduce risk compared to investing exclusively in one market segment. By spreading investments across Large, Mid, and Small Caps, these funds are less vulnerable to the volatility. This broad exposure ensures that poor performance in one area can be offset by better performance in another, leading to a more balanced and stable investment experience.

Why Motilal Oswal Multi Cap?

Unique Investment Approach of Motilal Oswal Multi Cap Fund:
Expertise - With a proven and lengthy track record spanning two decades, MOAMC has consistently demonstrated the ability to create wealth through early identification and investment in Large, Mid and Small Caps. The firm's extensive experience in fund management has led to the identification of numerous multi-baggers.
High Quality & High Growth Investing - Our core investment philosophy of QGLP (Quality, Growth, Longevity and Price), reinforced by robust risk management processes drives the creation of high quality, high growth portfolios to manage all our assets. Combination of high quality and high growth is the sweetest spot. Founded on a set of principles and beliefs that guide our investment decisions we firmly believe that this philosophy is a key driver of long-term financial success for our clients.
Skin in the Game – Demonstrating our strong conviction in our funds, MOAMC has made prop investments exceeding 6,800+ crores across our funds*. This commitment is mirrored by the promoters' dedication to investing during the Multi Cap NFO, aligning with our strategy and conviction.
*Data as on 30th April, 2024.
Size Advantage - Our fresh portfolio is meticulously curated to capture the best opportunities and future growth potential.
High Conviction - We proudly position ourselves as a uniquely positioned high-conviction multi cap fund, emphasizing our unwavering belief in our investment choices.
Growth Themes - Our investment strategy focuses on in-house identified themes driven by domestic growth and thriving in a supportive policy environment. This forward-looking approach ensures alignment with dynamic market conditions and emerging opportunities.
Our Process, Your Success - "Our Process, Your Success" signifies our unwavering adherence to proven processes developed over decades of equity research and investing experience with a clear objective of charting a seamless path to your financial success.

What is the investment objective of Motilal Oswal Multi Cap Fund?

To achieve long term capital gain appreciation by pre dominantly 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 realised.

What are the risks associated with investing in Multi Cap Funds?

Multi Cap Funds are considerate to have a high risk-return profile. Please refer to SID for further details.

Will promoters invest in Motilal Oswal Multi Cap Fund?

Yes, Demonstrating Its strong conviction in the funds, MOAMC has made proprietor investments exceeding 6,800* crores across all funds. This commitment is mirrored by the promoters' dedication to investing during the small cap NFO, aligning with investors interest.
*Data as on 30th April,2024.

What is unique about Motilal Oswal Multi Cap Fund?

Motilal Oswal Multi Cap fund is a high conviction portfolio offering a uniquely positioned product in the category. It also provides opportunities to invest in high growth segments across all market caps.

Is it advisable to invest during general elections period?

Historically it has been noticed that market has been buoyant in the run up to election period. However, we advise investors to conduct their own research and make informed decision.

Can I invest through SIP (Systematic Investment Plan) in the Motilal Oswal Multi Cap Fund NFO?

Yes, SIP Plans are available for investing in NFO. Available frequencies are daily, weekly, fortnightly, monthly, quarterly and yearly. Please refer to scheme documents for minimum instalment amount and no of instalments.

What is the Lock-in period for this NFO?

No lock in period for the NFO. Exit Load (1% for 15 days; Nil thereafter) shall be applicable after allotment date.

What is the minimum investment amount for Motilal Oswal Multi Cap Fund NFO?

For Lumpsum it is 500Rs initial investment followed by multiples of 1Re; Please check scheme document for minimum amount related to SIP.

What are the tax implications of investing in a Multi-Cap Mutual Fund?

Tax implications of investing in an multi cap equity mutual fund is similar to investing in any pure equity mutual fund.

How to choose the right Multi Cap fund to invest it?

An actively managed Multi cap fund which has the ability to deliver sustainable growth on a portfolio level; this portfolio can be constructed by alignment towards top quartile sectors supported by pro-growth policy environment, indigenization and orientation towards domestic market.

How do Multi cap funds differ from other category of mutual funds?

Multi cap funds as per objective have to invest minimum 75% of total assets in equity related instruments i.e., 25% each in large, mid and small caps. This investment objective differs from guidelines laid out for other types of mutual funds.

What factors should investors consider before investing in a Multi Cap Fund?

Investors could consider standard and scheme specific risk factors related to equity investments. Please refer SID for further details.

What is the expense ratio for multi cap funds, and how does it impact returns?

Expense ratio for the fund by regulatory limit is capped at maximum 2.25% per annum of daily NAV. As NAV is calculated net of expenses and payables, the daily NAV shall be affected to the tune of expense ratio/additional expenses already defined in scheme documents.

Who can invest in Motilal Oswal Multi Cap Fund?

  • Investors with investment horizon of 3-7 years for long term wealth creation
  • Investors looking to capitalise on the potential of emerging businesses benefitting from Indi’s economic growth
  • Investors looking to invest in a Unique Hi-Conviction Focused Multi Cap Portfolios
  • Investors seeking a fund with disciplined allocation to all market cap segments at all points of time
  • Investors seeking to participate in High Growth Themes leading the markets

Load More

style
table-wrapper, freq-ask-ques, fdp-faq, fdp-faq-change

Learning Resource Vault

Learn with Motilal Oswal

investment
/content/moamc-eds/mutual-fund/in/en/investor-education/blogs/all-you-need-to-know-about-nifty-50-index
investment
/content/moamc-eds/mutual-fund/in/en/modals/blogs-authoring-for-funds-page
investment
/content/moamc-eds/mutual-fund/in/en/investor-education/podcast/ep-03-evolution-of-indian-life-insurance-sector

  • Podcast

    • 4 min listen
    • July 7, 2022

  • Ep. 12: Wisdom Tree (part 1)

  • On this exclusive episode, Mr. Raamdeo Agrawal, Co-founder of Motilal Oswal Group talks to host Anupam Gupta about his fascinating journey – from being a farmer’s son in a small village to becoming a successful entrepreneur. He talks about his humble beginnings, his background, how he met Mr. Motilal Oswal, his struggles, and a lot more. Tune in to this very inspirational episode.On this exclusive episode.

  • Listen Now

View our Content Library

style
table-wrapper, learning-fdp
id
content-library

People are also looking at

style
table-wrapper
id
people-also-like

Product Label

Scheme Risk- O-Meter
risk-meter
Nifty 100 TRI Risk- O-Meter
risk-meter

This product is suitable for investors who are seeking*

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

style
table-wrapper, product-label, fdp-risk-o-meter
id
product-label

Invest Now

style
table-wrapper, fdp-sticky-nav