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Home >> Blog >> Motilal Oswal Multi Cap Fund - NFO: Review, Opening Date & NAV

Motilal Oswal Multi Cap Fund - NFO: Review, Opening Date & NAV

  


Everything You Need to Know About Motilal Oswal Multi Cap Fund - NFO

If you're looking to diversify your portfolio by investing in a mix of companies, the Motilal Oswal Multi Cap Fund could be your next investment. This fund allocates your money across various sectors and industries, minimizing risk while maximizing potential returns. Ideal for investors aiming for growth, this scheme offers a balanced approach to achieving long-term financial goals. Keep reading to learn everything about this fund and make an informed decision.

 

Motilal Oswal Multi Cap Fund - NFO Overview

The Motilal Oswal Multi Cap Fund is ideal for investors looking to diversify their portfolio by investing in a mix of companies to achieve high returns. However, the fund carries risk, and investors need to assess their risk tolerance before investing.

The fund will be open for investment from May 28, 2024, to June 11, 2024. It aims to invest in equity and equity-related instruments of large, and small cap companies, debt and money market securities and units issued by REITs and InvITs.

 

 

Fund Overview

The Motilal Oswal Multi Cap Fund - NFO has an AUM of Rs.51,739.20 crores. Its stamp duty is 0.005% (effective July 1st, 2020), and the minimum investment is Rs 500.

Start Date

28 May 2024

End Date

11 June 2024

VRO rating

-

Expense ratio

NA

Exit load

1%, if redeemed within 15 days

AUM (Fund size)

Rs. 51,739.20 Cr.

Lock-in

No Lockin

Stamp Duty

0.005% (From July 1st 2020)

Benchmark Index Tier 1

Nifty 500 Multicap 50:25:25 Index TR

Min. investment

SIP Rs. 500

Risk

Very High

Short-term capital gains (STCG)

Returns taxed at 15% if you redeem before 1 year

Long-term capital gains (STCG)

After 1 year, pay a LTCG tax of 10% on returns of ₹1 lakh+ in a financial year

 

 

 

The Objective of the Fund

The scheme aims to achieve long-term capital appreciation by investing in equity and equity-related instruments across large, mid, and small-cap companies.

Asset allocation (% of Net Assets) of the Scheme's portfolio will be as follows

Types of Instruments

Minimum Allocation (% of Net Assets)

Maximum Allocation (% of Net Assets)

Risk Profile

Equity and Equity related instruments as follows: 

Equity & Equity related instruments of Large Cap companies

Equity & Equity related instruments of Mid Cap companies

Equity & Equity related instruments of Small Cap companies

75

25

25

25

100

50

50

50

Very High

Debt and Money Market instruments (including cash and cash equivalents), 

Liquid and Debt Schemes of Mutual Fund

0

25

Low to

Moderate

Units issued by REITs and InvITs

0

10

Very High

 

Peers of Motilal Oswal Multi Cap Fund - NFO

Equity, Sectoral / Thematic Funds

1Y Return

3Y Return

AUM (Cr)

Baroda BNP Paribas Multi Cap Fund Direct Growth

41.90%

22.54%

36,768.76

Nippon India Multi Cap Fund Direct-Growth

47.78%

30.47%

4,70,359.79

ICICI Prudential Multicap Fund Direct Plan-Growth

43.35%

22.16%

7,33,779.84

 

 

 

Risk Factors in Such Funds

  • The investor may experience losses over short or long periods due to fluctuations in the Scheme’s NAV caused by various factors such as economic and political developments, changes in interest rates, etc.

  • Equity and equity-related instruments carry high risk and are volatile in nature.

  • The returns from the types of securities in which the Scheme invests may underperform compared to general securities markets or different asset classes.

  • Changes in government policy, including alterations in tax benefits applicable to mutual funds, may impact the returns to investors in the Scheme.

 

Past Performance of Equity, Sectoral / Thematic Funds

Equity, sectoral / Thematic Funds

NAV (Rs)

Annualized Return

Return/Risk

Mahindra Manulife Multi Cap Fund Direct - Growth

35.3

19.54%

Performing Poorly

Nippon India Multi Cap Fund Direct-Growth

289.97

17.7%

Performing Poorly

ICICI Prudential Multicap Fund Direct Plan-Growth

779.23

17.45%

Performing Poorly

Invesco India Multicap Fund Direct-Growth

133.95

19.25%

Performing Poorly

 

Motilal Oswal Multi Cap Fund NFO - Who can invest 

This fund is ideal for you if you seek to diversify your investment by investing in various companies to maximize long-term returns. The Motilal Oswal Multi Cap Fund invests in equity and equity-related instruments across large, mid, and small cap companies, as well as money market instruments.

 

Motilal Oswal Multi Cap Fund NFO - Growth Fund Managers:

  • Mr Ajay Khandelwal

  • Mr Niket Shah

  • Mr Santosh Singh

  • Mr Atul Mehra

  • Mr Rakesh Shetty

  • Mr. Ankush Sood

 

Conclusion

The Motilal Oswal Multi Cap Fund provides a blend of large, mid, and small cap companies to ensure a balanced risk profile, protecting your investment from excessive volatility. This fund offers diversity, flexibility, and the potential for high returns. However, investors are encouraged to assess their risk tolerance and investment goals before investing to achieve optimal outcomes.

 

Disclaimer: This NFO Analysis is only for informational purposes and should not be considered as investment advice. Always do your research and consult with a financial advisor.

 



Frequently Asked Questions

+

The starting date of Motilal Oswal Multi Cap Fund – NFO is 28 May 2024.

+

The end date of Mahindra Motilal Oswal Multi Cap Fund – NFO is 11 June 2024.

+

The fund managers of Motilal Oswal Multi Cap Fund – NFO are Mr Ajay Khandelwal, Mr Niket Shah, Mr Santosh Singh, Mr Atul Mehra, Mr Rakesh Shetty, and Mr. Ankush Sood.

+

The minimum investment for Motilal Oswal Multi Cap Fund – NFO is Rs. 500.

+

Yes, You can invest in SIP or lump sum in Motilal Oswal Multi Cap Fund – NFO.



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