Motilal Oswal Multi Cap Fund
- NAV as on 9 Nov 2026
- ₹15.34+0.95%1 day
- Return since launch
- 18.0%
- 52-week range
- ₹10.78 — ₹15.23
- AUM
- ₹4,601 Cr
Motilal Oswal Multi Cap Fund is a Multi Cap equity fund from Motilal Oswal Mutual Fund with ₹4,601 Cr under management, launched in 2024. The expense ratio is 2.30% and the SEBI riskometer reading is Very High.
Performance
Motilal Oswal Multi Cap Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +12.0% against +0.2% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 31.4% | +26.9 pts | 4.6% | 7.5% |
| 2Y | 16.3% | +9.2 pts | 7.1% | 4.7% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 3.4% | −1.2 pts | 4.6% | 5.1% |
| 3M | 3.7% | +4.6 pts | -0.9% | -0.7% |
| 6M | 21.8% | +16.1 pts | 5.8% | 5.1% |
| 1Y | 12.6% | +8.0 pts | 4.6% | 0.4% |
| 2Y | 11.5% | +7.8 pts | 3.7% | 1.5% |
Since launch (28 May 2024): 18.0%
Calendar-year returns
Category averageShow as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | -3.6% | −7.2 pts | 3.6% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
2.27%
Expense ratio as on 6 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.61%
- Brokerage
- 0.12%
- Transaction charges
- 0.01%
- Statutory levies
- 0.53%
- Exit load
- Exit load of 1%, if redeemed within 365 days.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- Nifty 500 Multicap 50:25:25 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
Portfolio
Motilal Oswal Multi Cap Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity93.7%
- Other6.3%
Market cap split
- Large31.6%
- Mid33.2%
- Small35.2%
- P/E
- 51.88
- P/B
- 5.28
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Others | Others | 6.27% | ₹289 Cr | +1.18% | +5.19% | +14.20% |
| Divi's Laboratories Ltd. | Healthcare | 5.03% | ₹231 Cr | +2.87% | — | — |
| Eternal Ltd. | Services | 4.38% | ₹202 Cr | +4.70% | +5.24% | +9.44% |
| Lenskart Solutions Ltd. | Consumer Discretionary | 4.30% | ₹198 Cr | — | — | — |
| Shaily Engineering Plastics Ltd. | Materials | 4.02% | ₹185 Cr | +5.26% | +5.37% | +9.35% |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | 3.51% | ₹162 Cr | +4.30% | +6.02% | +6.85% |
| RBL Bank Ltd. | Financial | 3.45% | ₹159 Cr | +2.24% | +2.09% | — |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 3.40% | ₹156 Cr | +4.64% | +3.86% | +5.24% |
| One 97 Communications Ltd. | Services | 3.26% | ₹150 Cr | +2.01% | +1.98% | — |
| Bajaj Finance Ltd. | Financial | 3.13% | ₹144 Cr | +3.97% | +2.23% | — |
| Shadowfax Technologies Ltd. | Services | 3.05% | ₹140 Cr | +1.26% | — | — |
| Coforge Ltd. | Technology | 3.04% | ₹140 Cr | +2.77% | +4.78% | +7.94% |
| Ellenbarrie Industrial Gases Ltd. | Chemicals | 3.03% | ₹139 Cr | +2.92% | +3.30% | +7.27% |
| Meesho Ltd. | Services | 2.97% | ₹137 Cr | +1.68% | — | — |
| Indusind Bank Ltd. | Financial | 2.94% | ₹135 Cr | +3.18% | +3.13% | — |
| Interglobe Aviation Ltd. | Services | 2.92% | ₹135 Cr | +2.68% | — | — |
| Piramal Finance Ltd. | Financial | 2.87% | ₹132 Cr | — | — | — |
| Aditya Infotech Ltd. | Communication | 2.70% | ₹124 Cr | +3.02% | +1.73% | — |
| ABB India Ltd. | Capital Goods | 2.66% | ₹122 Cr | +2.91% | — | — |
| Shriram Finance Ltd | Financial | 2.59% | ₹119 Cr | +2.99% | +1.80% | — |
| Syrma SGS Technology Ltd. | Capital Goods | 2.39% | ₹110 Cr | +1.54% | — | — |
| Multi Commodity Exchange Of India Ltd. | Services | 2.35% | ₹108 Cr | — | — | — |
| MTAR Technologies Ltd. | Capital Goods | 2.33% | ₹107 Cr | +1.73% | +1.77% | — |
| Muthoot Finance Ltd. | Financial | 2.32% | ₹107 Cr | — | +2.82% | — |
| Sky Gold And Diamonds Ltd. | Consumer Discretionary | 2.32% | ₹107 Cr | +2.13% | +1.56% | +1.53% |
| Sansera Engineering Ltd. | Automobile | 2.31% | ₹106 Cr | — | — | — |
| UNO Minda Ltd. | Automobile | 2.16% | ₹99.49 Cr | +2.06% | +1.48% | — |
| Ather Energy Ltd. | Automobile | 2.13% | ₹98.06 Cr | — | — | — |
| BSE Ltd. | Services | 2.07% | ₹95.02 Cr | +3.39% | — | — |
| Navin Fluorine International Ltd. | Chemicals | 1.98% | ₹91.20 Cr | +2.73% | +1.98% | — |
| Radico Khaitan Ltd. | Consumer Staples | 1.90% | ₹87.36 Cr | +3.37% | +3.07% | — |
| Manipal Health Enterprises Ltd. | Healthcare | 1.69% | ₹77.91 Cr | — | — | — |
| Diamond Power Infrastructure Ltd. | Capital Goods | 1.65% | ₹76.07 Cr | — | — | — |
| Firstsource Solutions Ltd. | Services | 1.46% | ₹67.38 Cr | — | — | — |
| Billionbrains Garage Ventures Ltd. | Financial | 1.03% | ₹47.16 Cr | +1.94% | +2.04% | — |
| Moneyview Ltd. | Financial | 0.39% | ₹17.98 Cr | — | — | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| PNB Housing Finance Ltd. | 2.70% | 0.00% | -2.70% |
| Multi Commodity Exchange Of India Ltd. | 0.00% | 2.35% | +2.35% |
| Sansera Engineering Ltd. | 0.00% | 2.31% | +2.31% |
| PB Fintech Ltd. | 1.97% | 0.00% | -1.97% |
| Premier Energies Ltd. | 1.90% | 0.00% | -1.90% |
| Persistent Systems Ltd. | 1.58% | 0.00% | -1.58% |
| Manipal Health Enterprises Ltd. | 2.83% | 1.69% | -1.14% |
| BSE Ltd. | 1.10% | 2.07% | +0.97% |
| Syrma SGS Technology Ltd. | 1.74% | 2.39% | +0.65% |
| Indusind Bank Ltd. | 3.59% | 2.94% | -0.65% |
| Meesho Ltd. | 2.35% | 2.97% | +0.62% |
| MTAR Technologies Ltd. | 1.79% | 2.33% | +0.54% |
| Navin Fluorine International Ltd. | 2.52% | 1.98% | -0.54% |
| Ather Energy Ltd. | 2.62% | 2.13% | -0.49% |
| Moneyview Ltd. | 0.00% | 0.39% | +0.39% |
| Coforge Ltd. | 3.40% | 3.04% | -0.36% |
| Kalyan Jewellers India Ltd. | 3.86% | 3.51% | -0.35% |
| Piramal Finance Ltd. | 3.18% | 2.87% | -0.31% |
| ABB India Ltd. | 2.95% | 2.66% | -0.29% |
| Shadowfax Technologies Ltd. | 2.76% | 3.05% | +0.29% |
| Shriram Finance Ltd | 2.87% | 2.59% | -0.28% |
| Ellenbarrie Industrial Gases Ltd. | 2.76% | 3.03% | +0.27% |
| Bajaj Finance Ltd. | 3.39% | 3.13% | -0.26% |
| RBL Bank Ltd. | 3.20% | 3.45% | +0.25% |
| Shaily Engineering Plastics Ltd. | 4.23% | 4.02% | -0.21% |
| Aditya Infotech Ltd. | 2.49% | 2.70% | +0.21% |
| Lenskart Solutions Ltd. | 4.09% | 4.30% | +0.21% |
| Radico Khaitan Ltd. | 2.11% | 1.90% | -0.21% |
| CG Power and Industrial Solutions Ltd. | 3.58% | 3.40% | -0.18% |
| Eternal Ltd. | 4.56% | 4.38% | -0.18% |
| Interglobe Aviation Ltd. | 3.02% | 2.92% | -0.10% |
| Divi's Laboratories Ltd. | 4.94% | 5.03% | +0.09% |
| Diamond Power Infrastructure Ltd. | 1.60% | 1.65% | +0.05% |
| Sky Gold And Diamonds Ltd. | 2.36% | 2.32% | -0.04% |
| Firstsource Solutions Ltd. | 1.43% | 1.46% | +0.03% |
| Others | 1.33% | 1.30% | -0.03% |
| Muthoot Finance Ltd. | 2.29% | 2.32% | +0.03% |
| Billionbrains Garage Ventures Ltd. | 1.05% | 1.03% | -0.02% |
| One 97 Communications Ltd. | 3.28% | 3.26% | -0.02% |
| UNO Minda Ltd. | 2.18% | 2.16% | -0.02% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹5,569 Cr | 2.19% | 14.5% | 11.0% | 14.9% |
 Axis Multicap Fund | ₹12,234 Cr | 1.97% | 19.1% | 12.5% | — |
 Mahindra Manulife Multi Cap Fund | ₹7,457 Cr | 2.18% | 15.0% | 10.7% | 14.9% |
 WhiteOak Capital Multi Cap Fund | ₹4,610 Cr | 2.21% | 10.6% | 10.4% | — |
 LIC MF Multi Cap Fund | ₹2,187 Cr | 2.15% | 12.8% | 10.2% | — |
 Bank of India Multi Cap Fund | ₹1,357 Cr | 2.45% | 15.1% | 11.3% | — |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of large, mid and small cap companies.
Fund managers
- Atul MehraMr. Mehra has done B.Com, Master's Degree in Accounting and CFAPrior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd
- Bhalchandra ShindeMr. Shinde has done M.M.S Finance & B.E. MechanicalPrior to joining Motilal Oswal Mutual Fund, he was working with Kotak Mahindra Life Insurance and Max Life Insurance and Centrum Broking
- Rakesh ShettyMr. Shetty has done B.ComPrior to joining Motilal Oswal Mutual Fund, 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.
- Sandeep JainMr. jain is a C.A.Prior to joining Baroda BNP Paribas Mutual Fund, he has worked with Aditya Birla Sunlife Insurance and Sundaram Mutual Fund.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months21.83% absolute | ₹60,000 | ₹73,098 | 21.83% | |
| 1 year12.56% annualised | ₹1,20,000 | ₹1,28,486 | 7.07% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.