Motilal Oswal Multi Cap Fund Overview
Category Multi Cap Fund
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 17-01-2025
NAV ₹12.62(R) -0.78% ₹12.73(D) -0.78%
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
Axis Multicap Fund 2
Kotak Multicap Fund 3

NAV Date: 17-01-2025

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Multi Cap Fund Regular Plan IDCW 12.62
-0.1000
-0.7800%
Motilal Oswal Multi Cap Fund Regular Plan Growth 12.62
-0.1000
-0.7800%
Motilal Oswal Multi Cap Fund-Direct Plan Growth 12.73
-0.1000
-0.7800%
Motilal Oswal Multi Cap Fund-Direct Plan IDCW 12.73
-0.1000
-0.7800%

Review Date: 17-01-2025

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%: Two return parameters of the Motilal Oswal Multi Cap Fund are in the top 25% in the category, as listed below:
      • 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: One return parameter of the fund is below average in the category, which is listed below:
      • 1M Return %
  2. Risk: Various factors can lead to the risk of either not meeting expected returns or encountering a monetary loss. 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 % -10.61
-6.93
-10.61 | -4.46 26 | 26 Poor
3M Return % 1.74
-6.67
-9.31 | 1.74 1 | 26 Very Good
6M Return % 16.78
-3.23
-12.92 | 16.78 1 | 25 Very Good
Return data last Updated On : Jan. 17, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -10.50 -6.83 -10.50 | -4.39 26 | 26
3M Return % 2.11 -6.37 -8.96 | 2.11 1 | 26
6M Return % 17.62 -2.60 -12.43 | 17.62 1 | 25
Return data last Updated On : Jan. 17, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.78 ₹ 9,922.00 -0.78 ₹ 9,922.00
1W -2.61 ₹ 9,739.00 -2.58 ₹ 9,742.00
1M -10.61 ₹ 8,939.00 -10.50 ₹ 8,950.00
3M 1.74 ₹ 10,174.00 2.11 ₹ 10,211.00
6M 16.78 ₹ 11,678.00 17.62 ₹ 11,762.00
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
17-01-2025 12.623 12.7285
16-01-2025 12.7223 12.8282
15-01-2025 12.6321 12.7368
14-01-2025 12.6145 12.7185
13-01-2025 12.3882 12.4899
10-01-2025 12.9609 13.0657
09-01-2025 13.202 13.3083
08-01-2025 13.3833 13.4905
07-01-2025 13.5113 13.619
06-01-2025 13.4718 13.5787
03-01-2025 13.8398 13.948
02-01-2025 13.8766 13.9844
01-01-2025 13.7442 13.8505
31-12-2024 13.6783 13.7836
30-12-2024 13.7412 13.8464
27-12-2024 13.5732 13.6755
26-12-2024 13.5826 13.6845
24-12-2024 13.5147 13.615
23-12-2024 13.4179 13.517
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

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.