Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Motilal Oswal Multi Cap
  • Opening:
    28th May 2024
  • Closing:
    11th June 2024
  • Scheme Type:
    Open Ended Equity Multi Cap Fund
  • Minimum Investment:
    Rs. 500/- and in multiples of Re. 1/- thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if redeemed on or before 15 days from the date of allotment.
  • Thereafter:
    Nil

Fund Stats

Objective

To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of large, mid and small cap companies.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Ajay Khandelwal, Niket Shah, Santosh Singh, Atul Mehra, Rakesh Shetty, Ankush Sood

Asset Allocation

75-100% Equity
upto 25% Money Market
Comparable existing schemes
Bandhan Multicap Fund 19.95(6M) 41.24(1Y)
Axis Multicap Fund 23.15(6M) 49.62(1Y)

Fund Prognosis

Idea Distiller

It is a many segment rolled into one. A multi cap. Not really an innovation but interesting time to launch.

  • Fund House AAUM:

  • Rs 5074552.21 Lakhs(as on 31st March, 2024)

  • Fund Manager:

  • Combined experience of above 15 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

I personally feel this is a difficult fit all category. Is it defensive and aggressive at the same time? The debt portion does provide a small parachute.