Motilal Oswal Multi Cap Fund Overview
Category Multi Cap Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 07-03-2025
NAV ₹12.04(R) +0.38% ₹12.17(D) +0.38%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -% -% -% -% -%
Direct -% -% -% -% -%
Benchmark
SIP (XIRR) Regular -% -% -% -% -%
Direct -% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Top Multi Cap Fund
Fund Name Rank Rating
Nippon India Multi Cap Fund 1
Icici Prudential Multicap Fund 2
Axis Multicap Fund 3

NAV Date: 07-03-2025

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Multi Cap Fund Regular Plan IDCW 12.04
0.0500
0.3800%
Motilal Oswal Multi Cap Fund Regular Plan Growth 12.04
0.0500
0.3800%
Motilal Oswal Multi Cap Fund-Direct Plan Growth 12.17
0.0500
0.3800%
Motilal Oswal Multi Cap Fund-Direct Plan IDCW 12.17
0.0500
0.3800%

Review Date: 07-03-2025

A review of the different performance parameters of the fund is as follows:
  1. Returns: It reflects the surge in the investment's value throughout the investment period, communicated as a percentage or a specific monetary sum. Our analysis encompassed three return parameters of this fund. We have organized the return parameters into three performance groups for evaluation: the top 25%, parameters that rank below the top 25% but above average, and parameters that are below average. Below, you'll find a breakdown of how each parameter has performed.
    1. Top 25%: The Motilal Oswal Multi Cap Fund has three return parameters in the top 25% in the category, as shown below:
      • 1M Return %
      • 3M Return %
      • 6M Return %
    2. Above Average Below the Top 25%: The fund does not have any return parameter which is above average but below the top 25%.
    3. Below Average: Motilal Oswal Multi Cap Fund has no return parameters that are below average in the category.
  2. Risk: It signifies the potential for financial loss or the failure to achieve anticipated returns due to diverse elements. We have analyzed zero risk parameters of Motilal Oswal Multi Cap Fund, and divided it into three groups the lowest 25%, below average but above the lowest 25%, and above average. More details are provided below.
    1. Lowest 25%: Motilal Oswal Multi Cap Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: Motilal Oswal Multi Cap Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: Motilal Oswal Multi Cap Fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: Risk-adjusted performance parameters in mutual funds are parameters that assess the return on investments based on the risks involved. These parameters provide a platform for investors to compare various investments, by considering both profits and the risks involved. For Motilal Oswal Multi Cap Fund, we have evaluated zero risk-adjusted performance parameters.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


Date Motilal Oswal Multi Cap Fund NAV Regular Growth Motilal Oswal Multi Cap Fund NAV Direct Growth
07-03-2025 12.041 12.1652
06-03-2025 11.9955 12.1188
05-03-2025 11.9493 12.0717
04-03-2025 11.6228 11.7414
03-03-2025 11.4878 11.6045
28-02-2025 11.4443 11.5591
27-02-2025 11.5796 11.6953
25-02-2025 11.8072 11.9243
24-02-2025 11.7981 11.9147
21-02-2025 11.8503 11.966
20-02-2025 11.9824 12.0989
19-02-2025 11.7868 11.9009
18-02-2025 11.6942 11.8069
17-02-2025 11.8155 11.9289
14-02-2025 11.8684 11.9808
13-02-2025 12.131 12.2455
12-02-2025 12.0788 12.1923
11-02-2025 12.0118 12.1242
10-02-2025 12.2114 12.3251
07-02-2025 12.4524 12.5669

Fund Launch Date: 18/Jun/2024
Fund Category: Multi Cap Fund
Investment Objective: 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.
Fund Description: An open-ended equity scheme investing across large cap, mid cap, small cap stocks
Fund Benchmark: Nifty 500 Multicap 50:25:25 Index TR
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.