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Motilal Oswal Multi Cap Fund(G)-Direct Plan

Motilal Oswal Multi Cap Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+9.69%

1Y annualised

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NAV : 10 Sep 2026

₹15.63

Min. SIP amount

₹500

Fund size (AUM)

4676 Cr

Expense ratio

0.61%

Launched on

18 Jun 2024

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,35,382

Stock Allocation

Stock nameSectorAllocation
Shaily Engineering Plastics LimitedPlastic Products5.23%
Eternal LimitedRetailing4.71%
Bajaj Finance LtdFinance4.28%

Fund Composition

4676 Cr

Large Cap

30.38%

Mid Cap

29.91%

Small Cap

29.98%

Others

9.73%

Sector Allocation

4676 Cr

Finance

12.71%

Bank

12.54%

It

9.70%

Capital Goods

8.21%

Retailing

6.88%

Domestic Equities

6.67%

Diamond & Jewellery

6.10%

Cash & Cash Equivalents And Net Assets

5.52%

Others

31.66%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

1% on or before 365D, Nil after 365D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

AM

Atul Mehra

Present

SJ

Sandeep Jain

Present

BS

Bhalchandra Shinde

Present

RS

Rakesh Shetty

Present

Similar/Peer Fund Comparison

Fund name
T

TRUSTMF Multi Cap Fund(G)-Direct Plan

+0.00%
G

Groww Multicap Fund(G)-Direct Plan

+0.00%
M

Mahindra Manulife Multi Cap Fund(G)-Direct Plan

+17.31%
B

Bank of India Multi Cap Fund(G)-Direct Plan

+17.45%
I

ITI Multi Cap Fund(G)-Direct Plan

+17.10%
A

Aditya Birla SL Multi-Asset Passive FoF(G)-Direct Plan

+15.54%
U

Union Multicap Fund(G)-Direct Plan

+14.83%
A

Axis Multicap Fund(G)-Direct Plan

+19.59%

FAQs

Motilal Oswal Multi Cap Fund(G)-Direct Plan is a part of Motilal Oswal Asset Management Company Limited, it was incepted on 18 Jun 2024. This fund is managed by Atul Mehra, Sandeep Jain, Bhalchandra Shinde and Rakesh Shetty. It is a Equity type of fund.

The current NAV of Motilal Oswal Multi Cap Fund(G)-Direct Plan is ₹15.63 (as of 10 Sep 2026).

Motilal Oswal Multi Cap Fund(G)-Direct Plan has delivered 9.69% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Motilal Oswal Multi Cap Fund(G)-Direct Plan is ₹500.

The expense ratio of Motilal Oswal Multi Cap Fund(G)-Direct Plan is 0.61%.

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