Wealth Vruddhi

Motilal Oswal Multi Cap Fund-Reg(G)

As on Jun-23-2025 change fund

13.33

0.07 (0.56%)

fund objective

The investment objective of the Scheme is 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.

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2024-2025
NAV in Rs (as on 31-Mar-2025)	12.49
Net Assets(Rs Crores) (as on 31-Mar-2025)	3426.18
Scheme Returns(%)(Absolute)	24.89
B'mark Returns(%)(Absolute)	NA
Category Rank	1/30

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2024-2025	NA	20.26	8.13	-8.70

Top 10 holdings

company	(%)
Coforge Ltd.	10.01
Shaily Engineering Plastics Ltd.	9.71
Polycab India Ltd.	9.35
Polycab India Ltd.	9.35
Persistent Systems Ltd.	8.21
Persistent Systems Ltd.	8.21
Kalyan Jewellers India Ltd.	7.28
CG Power and Industrial Soluti...	7.15
Trent Ltd.	6.63
Trent Ltd.	6.63

Top 10 sectors

sectors	(%)
IT - Software	18.22
Diamond & Jewellery	9.84
Plastic Products	9.71
Cable	9.35
Electric Equipment	8.26
Hospital & Healthcare Services	6.83
Retailing	6.63
Consumer Durables - Domestic Appliances	4.42
Finance - NBFC	3.87
Pharmaceuticals & Drugs	2.50

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

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performance comparision with similar schemes and benchmark

scheme name	investment style	inception date	AUM in Cr.	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Motilal Oswal Multi Cap Fund-Reg(G)	Small-Growth	18-Jun-2024	3,843.93	30.13	NA	NA	NA	32.83
Nippon India Multi Cap Fund(G)	Large-Growth	28-Mar-2005	43,483.13	3.79	29.86	31.43	14.84	18.19
Kotak Multicap Fund-Reg(G)	Large-Growth	29-Sep-2021	17,943.32	1.69	28.85	NA	NA	18.03
HDFC Multi Cap Fund-Reg(G)	Large-Growth	10-Dec-2021	17,620.15	1.61	27.53	NA	NA	19.36
Axis Multicap Fund-Reg(G)	Large-Growth	17-Dec-2021	7,781.71	7.08	27.09	NA	NA	17.32
ICICI Pru Multicap Fund(G)	Large-Growth	01-Oct-1994	15,094.86	5.76	25.71	25.47	14.51	15.25
Mahindra Manulife Multi Cap Fund-Reg(G)	Large-Growth	11-May-2017	5,408.48	4.33	25.37	26.98	NA	16.70
ITI Multi-Cap Fund-Reg(G)	Large-Growth	15-May-2019	1,248.17	-1.05	25.26	20.72	NA	14.95
Invesco India Multicap Fund(G)	Large-Growth	17-Mar-2008	4,002.60	6.47	24.83	24.60	13.86	16.04
Baroda BNP Paribas Multi Cap Fund-Reg(G)	Large-Growth	12-Sep-2003	2,839.87	2.19	23.72	25.75	13.60	16.53
Bandhan Multi Cap Fund-Reg(G)	Large-Growth	02-Dec-2021	2,617.20	2.81	23.55	NA	NA	15.98
SBI Multicap Fund-Reg(G)	Large-Growth	08-Mar-2022	20,558.87	9.20	21.93	NA	NA	17.09
Sundaram Multi Cap Fund(G)	Large-Growth	25-Oct-2000	2,773.02	4.12	21.54	24.29	14.60	15.79
Aditya Birla SL Multi-Cap Fund-Reg(G)	Large-Growth	07-May-2021	6,321.13	3.58	21.12	NA	NA	17.34
Quant Active Fund(G)	Large-Growth	20-Mar-2001	9,927.09	-12.57	19.69	27.07	17.60	18.54
WOC Multi Cap Fund-Reg(G)	Large-Growth	22-Sep-2023	1,893.16	10.83	NA	NA	NA	24.62
Mirae Asset Multicap Fund-Reg(G)	Large-Growth	21-Aug-2023	3,709.61	6.63	NA	NA	NA	20.77
Canara Rob Multi Cap Fund-Reg(G)	Large-Growth	28-Jul-2023	4,284.05	5.73	NA	NA	NA	21.03
Edelweiss Multi Cap Fund-Reg(G)	Large-Growth	25-Oct-2023	2,790.97	4.64	NA	NA	NA	27.11
LIC MF Multi Cap Fund-Reg(G)	Large-Growth	31-Oct-2022	1,568.53	4.35	NA	NA	NA	21.49
Union Multicap Fund-Reg(G)	Large-Growth	19-Dec-2022	1,125.03	3.06	NA	NA	NA	19.00
Bank of India Multi Cap Fund-Reg(G)	Large-Growth	03-Mar-2023	856.84	2.16	NA	NA	NA	27.32
HSBC Multi Cap Fund-Reg(G)	Large-Growth	30-Jan-2023	4,757.28	2.10	NA	NA	NA	28.86
DSP Multicap Fund-Reg(G)	Large-Growth	30-Jan-2024	2,262.92	1.69	NA	NA	NA	13.77
Tata Multicap Fund-Reg(G)	Large-Growth	02-Feb-2023	3,069.43	-2.12	NA	NA	NA	15.24
Franklin India Multi Cap Fund-Reg(G)	Large-Growth	29-Jul-2024	4,850.97	NA	NA	NA	NA	-0.42
Groww Multicap Fund-Reg(G)	Large-Growth	16-Dec-2024	104.90	NA	NA	NA	NA	0.14
Bajaj Finserv Multi Cap Fund-Reg(G)	Large-Growth	27-Feb-2025	695.98	NA	NA	NA	NA	11.77
PGIM India Multi Cap Fund-Reg(G)	Large-Growth	10-Sep-2024	382.99	NA	NA	NA	NA	-4.10
Samco Multi Cap Fund-Reg(G)	Large-Growth	30-Oct-2024	366.88	NA	NA	NA	NA	-4.50
UTI Multi Cap Fund-Reg(G)	Large-Growth	16-May-2025	1,042.27	NA	NA	NA	NA	1.11

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