Motilal Oswal MOSt Focused Multicap 35 Fund (Equity, Multi Cap)

Moderately High
3 yrs 10 monthsStarted on:28 Apr 2014
₹ 11938.34 Cras on: 21 Feb 2018
Long Term Horizon
2.20%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The Scheme seeks to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.

Exit Load

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Tenure

TenureReturns (CAGR)
3 Month0.11
1 YR20.45
2 YR29.81
3 YR16.28

SIP Returns

TenureReturns (CAGR)
1 YR10.77
2 YR21.71
3 YR19.37

Portfolio

Company Name% Assets
Housing Development Finance Corpn. Ltd.9.88
Maruti Suzuki India Ltd.8.42
HDFC Bank Ltd.8.04
Hindustan Petroleum Corpn. Ltd.5.27
Bharat Petroleum Corpn. Ltd.4.82
Indusind Bank Ltd.4.65
United Spirits Ltd.4.29
Jubilant Life Sciences Ltd.4.23
Interglobe Aviation Ltd.4.12
Eicher Motors Ltd.4.03

Top Sectoral Holdings

Sector Name% Assets
Financial44.98
Energy13.49
Automobile12.44
Healthcare9.64
FMCG9.6
Services4.12
Cons Durable3
Technology1.69

Indicators

LabelValue
Portfolio turnover ratio21
Standard Deviation14.08%
Beta0.91%
Sharpe Ratio1.07

Gautam Sinha Roy

Mr. Roy is MBA, Bachelor of Engineering & CFA
Has been with Motilal Oswal AMC for the last four years as a Fund Manager.

Other Funds Managed by Gautam Sinha Roy

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