myplexus

NFO Monitor

Fund Fact

Name of Funds:

Motilal Oswal Multi Cap

Opening:

28th May 2024

Closing:

11th June 2024

Minimum Investment:

Rs. 500/- and in multiples of Re. 1/- thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% of NAV if redeemed on or before 15 days from the date of allotment.

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

upto 25% Debt upto 10% Others

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

Uniqueness

Return

Risk

Operability

Oomph 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.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028