Motilal Oswal Multi Cap Fund Overview
Category Multi Cap Fund
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 20-12-2024
NAV ₹13.44(R) -3.31% ₹13.54(D) -3.31%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) -% -% -% -% -%
LumpSum (D) -% -% -% -% -%
SIP (R) -% -% -% -% -%
SIP (D) -% -% -% -% -%
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
Kotak Multicap Fund 2

NAV Date: 20-12-2024

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Multi Cap Fund Regular Plan IDCW 13.44
-0.4600
-3.3100%
Motilal Oswal Multi Cap Fund Regular Plan Growth 13.44
-0.4600
-3.3100%
Motilal Oswal Multi Cap Fund-Direct Plan Growth 13.54
-0.4600
-3.3100%
Motilal Oswal Multi Cap Fund-Direct Plan IDCW 13.54
-0.4600
-3.3100%

Review Date: 20-12-2024

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 two 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%: Two return parameters of the Motilal Oswal Multi Cap Fund are in the top 25% in the category, as shown below:
      • 1M Return %
      • 3M 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 is defined as the prospect of not attaining expected yields or enduring financial setbacks due to numerous causes. For Motilal Oswal Multi Cap Fund, we have analyzed zero risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described 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: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated zero risk-adjusted performance parameters of the fund.
    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.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 9.53
3.64
1.27 | 9.53 1 | 26 Very Good
3M Return % 6.93
-4.65
-10.78 | 6.93 1 | 26 Very Good
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 9.66 3.75 1.40 | 9.66 1 | 26
3M Return % 7.31 -4.34 -10.53 | 7.31 1 | 26
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -3.31 ₹ 9,669.00 -3.31 ₹ 9,669.00
1W -3.26 ₹ 9,674.00 -3.23 ₹ 9,677.00
1M 9.53 ₹ 10,953.00 9.66 ₹ 10,966.00
3M 6.93 ₹ 10,693.00 7.31 ₹ 10,731.00
6M
1Y
3Y
5Y
7Y
10Y
15Y

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.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000
3Y ₹ 36000
5Y ₹ 60000
7Y ₹ 84000
10Y ₹ 120000
15Y ₹ 180000


Date Motilal Oswal Multi Cap Fund NAV Regular Growth Motilal Oswal Multi Cap Fund NAV Direct Growth
20-12-2024 13.4417 13.5393
19-12-2024 13.9025 14.003
18-12-2024 13.9051 14.005
17-12-2024 14.1206 14.2215
16-12-2024 14.0692 14.1692
13-12-2024 13.8946 13.9917
12-12-2024 13.7105 13.8058
11-12-2024 13.7626 13.8577
10-12-2024 13.6305 13.7241
09-12-2024 13.542 13.6345
06-12-2024 13.418 13.5081
05-12-2024 13.3731 13.4624
04-12-2024 13.2662 13.3542
03-12-2024 13.2725 13.3601
02-12-2024 13.1595 13.2458
29-11-2024 13.1095 13.194
28-11-2024 12.9081 12.9907
27-11-2024 12.8931 12.9751
26-11-2024 12.5853 12.6649
25-11-2024 12.5669 12.6459
22-11-2024 12.3879 12.4643
21-11-2024 12.2718 12.347

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.