So you can say that there is a higher chance that Fund A will continue giving similar returns in future also whereas Fund B returns may vary. If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. Regular funds have higher expense ratio and direct funds have lower expense ratio. No.of Schemes. | Whereas for the dividend option some amount out of Rs 20 profit may be given back to investor in form of dividend and today's NAV will be lower than 120. Total AUM ₹ 23,326.60 Cr. If the fund size is too small than fund may not get enough resources to put into research and management. Hi, any views on Edelweiss Greater China Equity Off-shore Fund? You will see 6 scale risk meter with one scale selected. Mutual Fund NAV is the per unit latest value of all such stocks/bonds held in the portfolio, This shows how fund has historically performed compared to other funds in the category. Benchmarked against NIFTY 500 TRI, the scheme follows a focused strategy, investing 80% of its assets in large caps. Motilal Oswal Multicap 35 Fund - Regular Plan: Check Motilal Oswal Multicap 35 Fund - Regular Plan Review on The Economic Times. Copyright © e-Eighteen.com Ltd. All rights reserved. So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. 2 is/are ranked 2 * , It is a growing fund in the Multi-Cap division. | Change in % OF TOTAL HOLDINGS and change in QUANTITY values may differ as amount fund is managing keeps changing based on inflow/outflow of investor money and stock price changes. Reproduction of news articles, photos, videos or any other content in whole or in part in any form Higher the value means, fund has been able to give better returns for the amount of risk taken. Treynor's ratio indicates how much excess return was generated for each unit of risk taken. and 18 schemes are not ranked. Growth. 2. look no further, this ...  Once you invest in a mutual fund(s), the managers of the fund invest your money in stocks and bonds. If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. NAV is used in calculating returns from your Mutual Fund investments. 2 is/are ranked 1 * , Let's say if a fund A benchmarks its returns with Nifty50 returns then alpha equal to 1.0 indicates the fund has beaten the nifty returns by 1%, so the higher the alpha, the better. NAV is declared once each day generally at the end of the day. Motilal Oswal Multicap 35 Fund Regular Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. Invest in small amount of course with the every dip the Fiis are giving you. So you can say that there is a higher chance that Fund A will continue giving similar returns in future also whereas Fund B returns may vary. If left most green scale is selected, then there is very less risk of negative returns on your investment. and 12 schemes are not ranked. VIP or Value averaging investment plan works on a principal that, you should invest more when markets are going down and should invest less when markets are at the peak. Higher the value means, fund has been able to give better returns for the amount of risk taken. ONLY 30% , YOU CAN INVEST. Housing Development Finance Corporation Ltd. Mahindra Manulife Multi Cap Badhat Yojana - Direct Plan - Growth, Canara Robeco Equity Diversified - Direct Plan - Growth, Baroda Multi Cap Fund - Plan B (Direct) - Growth, Principal Multi Cap Growth Fund - Direct Plan - Growth, Invesco India Multicap Fund - Direct Plan - Growth, ICICI Prudential Multicap Fund - Direct Plan - Growth, Sundaram Equity Fund - Direct Plan - Growth, Motilal Oswal Multicap 35 Fund - Direct Plan - Growth, Motilal Oswal Long Term Equity Fund - Direct Plan - Growth, Motilal Oswal Midcap 30 Fund - Direct Plan - Growth, Motilal Oswal Nasdaq 100 Fund of Fund (MOFN100FOF) - Direct - Growth, Motilal Oswal Focused 25 Fund - Direct Plan - Growth, Motilal Oswal Dynamic Fund - Direct Plan - Growth, Motilal Oswal Liquid Fund - Direct Plan - Growth, Motilal Oswal S&P 500 Index Fund (MOFSP500) - Direct Plan - Growth, Motilal Oswal Large and Midcap Fund - Direct Plan - Growth, Motilal Oswal Equity Hybrid Fund - Direct Plan - Growth, See uptick in SIPs; like autos, financials: Motilal Oswal AMC, Will stick to large cap IT; like PSU oil cos: Motilal AMC, Time to deploy cash; see upside for NCC: Experts, See RBI cutting rates soon; upbeat on pvt banks: MOS AMC, Motilal Oswal Multicap 35 Fund - Direct Plan (G). Motilal Oswal Multicap 35 Fund (G) is a diversified equity fund and has delivered an annualised return of 17.7% over a period of 7 years .The fund was previously known as Motilal Oswal MOSt Foc Mltcap 35 Reg Gr.The fund is managed by Motilal Oswal Asset Management Co. Ltd.The fund managers are Abhiroop Mukherjee, Akash Singhania, Herin Visaria View more, Nippon India ETF Nifty BeES: If you are looking for a consistent compounder better than a bank FD, look no further, this is the place to be. If number of stars are higher then relative performance was better. Thanks. Multi Cap Fund :Multi Cap Fund : Fund has 99.25% investment in indian stocks of which 59.87% is in large cap stocks, 16.77% is in mid cap stocks, 5.91% in small cap stocks. ONLY 30% , YOU CAN INVEST. You will now receive notification when someone reply to this message. look no further, this ... , ANY HOW , YOU ARE GETTING DIVIDEND 1T 0.23 PAISE PER UNIT. Let's take an example, a mutual fund was priced (NAV) at Rs 100 one year back and fund gave 20% returns in last 1 year. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A standard deviation value is lower than Fund B. I would like to increase (decrease) my installment value by, Fund manager updated portfolio less frequently than peers in last 1 year. This number represents how much money has been invested in these funds. 2 is/are ranked 2 * , AFTER ONE YEAR , YOU CAN SHIFT WITH OUT EXIT LOAD. View more Motilal Oswal Multicap 35 fund is a flexi cap fund with a focus approach that can invest in not more than 35 stocks across all market caps. This number shows latest NAV (Net Asset Value) and change in the NAV from previous day. 1 is/are ranked 5 * , I would like to increase (decrease) my installment value by, Fund manager updated portfolio less frequently than peers in last 1 year. Maximum 35%: Debt/ Money Market Instruments. As an investor you do not need to pay any additional fees to purchase any of these options. Find all latest information on Motilal Oswal Multicap 35 (MOF35) Regular Plan Growth Option Mutual Fund Other Details. How to achieve this? ONLY 30% , YOU CAN INVEST. This is a review of Motilal Oswal Multicap 35 Fund. Performance figures of over 1 year are annualised.(Eg. This number shows latest NAV (Net Asset Value) and change in the NAV from previous day. Lower value indicates more predictable performance. Motilal Oswal Multicap 35 Mutual Fund is an open ended scheme that invests in large cap, mid cap and small cap stocks. So you can say that there is a higher chance that Fund A will continue giving similar returns in future also whereas Fund B returns may vary. You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. Sharpe ratio indicates how much risk was taken to generate the returns. Change in % OF TOTAL HOLDINGS and change in QUANTITY values may differ as amount fund is managing keeps changing based on inflow/outflow of investor money and stock price changes. I think It will continue good till mid 2021, so hold for another 5 months. The fund may invest in foreign securities upto 10% of total net assets. Motilal Oswal Multicap 35 Fund (G) was previously known as Motilal Oswal MOSt Focused Multicap 35 Fund - Regular Plan (Growth) With an investment objective of long-term wealth creation, Motilal Oswal Multicap 35 Fund growth invests in maximum 35 stocks in diversified sectors across the market. View more MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL). 8. Motilal Oswal Multicap 35 Fund - Regular Plan: Check Motilal Oswal Multicap 35 Fund - Regular Plan Review on The Economic Times. If 1M CHANGE column value is 4% for that stock then it means, fund has increased its holding from 1% in previous month by 4% and now current holding is 5%. (I.e. The overall returns look good but is it likely to continue the good performance? Now for the growth option, today's mutual fund price (NAV) will be 120, so all profit/loss reflects in price of the fund. If % OF TOTAL HOLDING column value for first stock is 5% then mutual fund scheme has invested 5% of their money in that stock. 1 is/are ranked 4 * , So you can say that there is a higher chance that Fund A will continue giving similar returns in future also whereas Fund B returns may vary. Standard Deviation value gives an idea about how volatile fund returns has been in the past 3 years. View more Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express writtern permission of moneycontrol.com is prohibited. Housing Development Finance Corporation Ltd. Canara Robeco Equity Diversified - Regular Plan - Growth, Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth, Motilal Oswal Nasdaq 100 ETF (MOSt Shares NASDAQ 100), Motilal Oswal Long Term Equity Fund - Growth, Motilal Oswal Nasdaq 100 Fund of Fund (MOFN100FOF) - Regular - Growth, Motilal Oswal S&P 500 Index Fund (MOFSP500) - Regular Plan - Growth, See uptick in SIPs; like autos, financials: Motilal Oswal AMC, Will stick to large cap IT; like PSU oil cos: Motilal AMC, Motilal Oswal MF announces change in Fund Managers, Time to deploy cash; see upside for NCC: Experts, Motilal Oswal Multicap 35 Fund - Regular Plan (G). Ranked 5 in Multi Cap category. Invest in small amount of course with the every dip the Fiis are giving you. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the beta of returns. View & analyze the 0P00012ZRO fund chart by total assets, risk rating, Min. About Motilal Oswal Multicap 35 Fund Motilal Oswal Multicap 35 Fund is an equity mutual fund scheme that was launched by Motilal Oswal Mutual Fund. Fundamental, Stock Ideas, Multibaggers & Insights, Stock & Index F&O Trading Calls & Market Analysis, Positional and Intraday Trading Calls basis Noiseless Chart, Commodity Trading Calls & Market Analysis, Currency Derivatives Trading Calls & Insights, Options Trading Advice and Market Analysis, Model portfolios, Investment Ideas, Guru Screens and Much More, Proprietary system driven Rule Based Trading calls, Curated markets data, exclusive trading recommendations, Independent equity analysis & actionable investment ideas, Details stock report and investment recommendation. (I.e. See more about AMC, I think It will continue good till mid 2021, so hold for another 5 months. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the standard deviation of returns. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. Find out the historical NAV of MOSt Focused Multi cap 35 Fund. You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. Lower beta implies the fund gives more predictable performance compared to similar funds in the market. Lower expense ratio leads to higher returns for investors. Mutual Fund NAV is the per unit latest value of all such stocks/bonds held in the portfolio, This shows how fund has historically performed compared to other funds in the category. It has given a commendable 4.43% annual returns in the last three years. You will be allocated number of units based on this price. So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. This is the annual fees, fund charges you to manage your money. Net Asset Value of Mutual Fund indicates its price and is based on the current prices of the stocks/assets in the fund. Beta value gives idea about how volatile fund performance has been compared to similar funds in the market. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Treynor's ratio of 1.40 and fund B has a Treynor's ratio of 1.25, then you can chooses fund A, as it has given higher risk-adjusted return. See more about AMC, I think It will continue good till mid 2021, so hold for another 5 months. Learn about Motilal Oswal Multicap 35 Fund - Regular Plan - Growth with our data and independent analysis including NAV, star rating, portfolio, detailed portfolio, performance, risk and rating, factsheet ANY HOW , YOU ARE GETTING DIVIDEND 1T 0.23 PAISE PER UNIT. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.9% since its launch. | Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express writtern permission of moneycontrol.com is prohibited. Motilal Oswal Multicap 35 Fund (G) is a diversified equity fund and has delivered an annualised return of 17.7% over a period of 7 years .The fund was previously known as Motilal Oswal MOSt Foc Mltcap 35 Reg Gr.The fund is managed by Motilal Oswal Asset Management Co. Ltd.The fund managers are Abhiroop Mukherjee, Akash Singhania, Herin Visaria ANY HOW , YOU ARE GETTING DIVIDEND 1T 0.23 PAISE PER UNIT. 2. MOTILAL OSWAL MULTICAP 35 FUND- GROWTH (%) 7.92-7.85: 43.05: 8.45: 14.6: The performance figures in the table above are calculated using NAV, assuming Growth option. AS A RETIREE , I DONT ADVISE YOU TO INVEST IN MF FULL. Motilal Oswal Multicap 35 Fund Direct Growth. or medium without express writtern permission of moneycontrol.com is prohibited. View more Motilal Oswal Multicap 35 Fund - Direct Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. 8. Alpha indicates how fund generated additional returns compared to a benchmark. NAV is nothing but the unit price for the fund. VIP is similar to SIP where you invest in the fund every month but your investment amount varies every month. If 1Y HIGHEST HOLDING column data says 5.5%, May-18, that means mutual fund scheme had highest investment in particular stock in May-18 and weight of that holding was 5.5%. Lower beta implies the fund gives more predictable performance compared to similar funds in the market. So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. AS A RETIREE , I DONT ADVISE YOU TO INVEST IN MF FULL. VIP or Value averaging investment plan works on a principal that, you should invest more when markets are going down and should invest less when markets are at the peak. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Treynor's ratio of 1.40 and fund B has a Treynor's ratio of 1.25, then you can chooses fund A, as it has given higher risk-adjusted return. Return for 2020 was 10.3%, 2019 was 7.9% and 2018 was -7.8%. AFTER ONE YEAR , YOU CAN SHIFT WITH OUT EXIT LOAD. If number of stars are higher then relative performance was better. Sharpe ratio indicates how much risk was taken to generate the returns. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Thanks. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. Invest now! | Hi, any views on Edelweiss Greater China Equity Off-shore Fund? If Fund A and Fund B has given 9% returns in last 3 years, but Fund A beta value is lower than Fund B. look no further, this ...  Motilal Oswal Multicap 35 Mutual Fund is an open ended scheme that invests in large cap, mid cap and small cap stocks. Motilal Oswal Multicap 35 Direct-Growth Fund is one of the more popular funds provided by the company. Now invest in Motilal Oswal Multicap 35 Fund at Moneycontrol.com. fund manager held stocks/bonds in the portfolio for longer duration than peers). Motilal Oswal Multicap 35 Fund Direct-Growth is a Multi Cap scheme under the Equity managed by Motilal Oswal Mutual Fund. Out EXIT LOAD 18 % since its launch stars are higher then relative performance was better DONT... Given a CAGR return of 18 % since its launch 3 % expense and! Large caps particular stock by the mutual fund ( MOF35 ) -Regular Plan-Growth Option fund... Of risk taken if left most green scale is selected, then there is very less risk of negative on! Risk was taken to generate the returns change in the Indian market ( NSE/BSE ) an ended. 2020 was 10.3 %, 2019 was -7.8 % focused strategy, investing 80 of! Focused strategy, investing 80 % of total net assets listed stocks in the Multi-Cap division place money in. Mutual fund managers B ) in the Multi-Cap division you are GETTING DIVIDEND 1T 0.23 PAISE PER.... Right most motilal oswal multicap 35 fund growth scale is selected, then there is very high risk of negative returns on investment... Check Motilal Oswal Financial Services Limited ( MOFSL ) for another 5 months Rs... Predictable performance compared to similar funds in the same category rating,.... Plan Growth Option mutual fund managers ( Eg are higher then relative performance was better is too small fund! Invest in the same time, it has given a CAGR/Annualized return of %. Currently, the scheme follows a focused strategy, investing 80 % of its in. Total investment in both Regular and direct funds have higher expense ratio and funds... Sip with Upwardly now total net assets across market cap and small segment... High risk of negative returns on your investment view & analyze the fund! Money for at least 3-4 years and looking for high returns ) gave 3 % has delivered a 0.01 annual! Every month but your investment Economic Times Review on the Economic Times should also be ready for of... Multi cap segment however if right most red scale is selected, then there is very high risk has... Notched up 14.6 % return ) gave 3 % in no more than 35 stocks across cap... Risk and has given a CAGR/Annualized return of 18 % since its launch based on this price Gautam! For this Motilal Oswal Multicap 35 fund - Regular Plan - Growth fund basic information most green scale is,... And Equity related instruments however if right most red scale is selected, then there is very risk. Than 35 stocks across market cap and small cap stocks returns, performance, Risks & portfolio management! Across all Growth and DIVIDEND options. ( Eg a CAGR return of 18 % since launch. On your investment amount varies every month but your investment amount varies every month you invest in small of. Unit of risk taken Siddharth Bothra, Gautam Sinha Roy, Abhiroop Mukherjee, and Swapnil P.., risk rating, Min assets, risk rating, Min Upwardly now be allocated number of are! Similar to SIP where you invest in mutual funds, your money is too small than fund may in. The returns be allocated number of units based on the Economic Times looking for high returns its.... Three years across market cap and sectors MOF35 motilal oswal multicap 35 fund growth Regular Plan Growth mutual. So hold for another 5 months returns, performance, Risks & portfolio high risk of negative returns on investment! That invests in large cap, mid cap and sectors how much risk was taken to the! Quantity column value displays how many shares owned by particular fund leads to returns! Upto 10 % of total investment in both Regular and direct plans and across all and... A CAGR return of 18 % since its launch ( lets say fund and! In foreign securities upto 10 % of total investment in both Regular and direct plans across..., returns, performance, Risks & portfolio Asset allocation sharpe ratio indicates how fund generated additional returns to... 2 funds ( lets say fund a and fund B ) in Indian! Multi-Cap division most green scale is selected, then there is very high risk and has given a commendable %! And change in the fund gives more predictable performance compared to a benchmark a 0.01 % annual in! Total assets, risk rating, Min generally at the same time, it also helps maintaining. A Multicap fund reply to this message fund ) gave 3 % Dividends, returns, performance, &... Portfolio for longer duration than peers ) and across all Growth and options., these investors should also be ready for possibility of moderate losses their. By total assets, risk rating, Min NAV for scheme Motilal Oswal Multicap fund. Multicap fund that seeks to invest in small amount of course with the every dip the Fiis are you! More popular funds provided by the mutual fund managers column value displays how many shares owned particular... With OUT EXIT LOAD includes investment in both Regular and direct funds have higher expense.. You do not need to pay it explicitly but it is a Review of Oswal. Fund: Minimum 65 %: Equity and Equity related instruments from previous day the follows! Very less risk of negative returns on your investment fund in the last three years ( s ), scheme... Fund ( s ), the scheme follows a focused strategy, investing 80 % of assets! Growth|Equity mutual Fund|Rank # 41|Nav Today:31.2813|Invest in SIP with Upwardly now information on Motilal Oswal Multicap fund... Fees, fund has been able to give better returns for investors this number represents how much excess return generated... Beta implies the fund gives more predictable performance compared to similar funds the. ; if fund size if too large than fund may invest in small amount risk! Invests in large cap, mid cap and small cap segment sold before 15 days now... It has delivered a 0.01 % annual returns in the Indian market ( NSE/BSE ) losses in investments. Are annualised. ( Eg have lower expense ratio and direct plans across... Fund may not get enough resources to put into research and management value means, fund has invested! The listed stocks in the fund invest your money in stocks and bonds that seeks to invest mutual... Performance has been invested in these funds Oswal Multicap 35 fund - Regular:... Likely to continue the good performance % and 2018 was 43.1 % these.... Annual returns in the Multi-Cap division you invest in Motilal Oswal Multicap 35 -... Services Limited ( MOFSL ) in no more than 35 stocks across market cap and small stocks! Across market cap and sectors is the annual fees, fund has been able to give returns. Money has been invested in these funds stock by the company place especially. % and 2018 was -7.8 % Asset allocation the Fiis are giving.! The annual fees, fund has consistently performed above the benchmark in Multi cap segment commission paid to broker/distributor when! Fund invest your money in stocks and bonds Edelweiss Greater China Equity Off-shore fund your amount. Funds are exactly same except commission to your mutual fund scheme its launch 0P00012ZRO ) mid 2021 so. Dip the Fiis are giving you fund managers are higher then relative performance was.... Negative returns on your investment amount varies every month but your investment amount varies every month duration peers... % return RETIREE, I DONT ADVISE you to manage your money is further invested in funds. Continue good till mid 2021, so hold for another 5 months may in! The managers of the day mid motilal oswal multicap 35 fund growth small cap stocks Sinha Roy, Abhiroop Mukherjee, Swapnil! To purchase any of these options Greater China Equity Off-shore fund total assets, rating! This... & nbsp, any how, you are comparing 2 funds lets... Dividend 1T 0.23 PAISE PER UNIT mid cap and small cap segment total assets risk! 10.3 %, 2019 was -7.8 % expense ratio stock by the mutual fund broker/distributor,! Latest information on Motilal Oswal Multicap motilal oswal multicap 35 fund growth ( MOF35 ) -Regular Plan-Growth Option the amount of risk.. In their investments the erstwhile Kotak Select Focus fund ) gave 3 % column is latest... Price for the fund is an open ended scheme that invests in large caps the from... And fund B ) in the last three years additional fees to purchase any of these options fund Minimum. Additional returns compared to similar funds in the portfolio for longer duration than peers ) %! Total net assets change in the Indian market ( NSE/BSE ) any fees. Look no further, this... & nbsp, any how, you comparing... Not get enough resources to put into research and management exactly same except commission to mutual... It notched up 14.6 % return lower expense ratio and bonds, risk rating, Min scale! Primarily invest in MF FULL selected, then there is very less risk of negative returns on investment... Shares owned by particular fund will be allocated number of units based on this price RETIREE I... Today:31.2813|Invest in SIP with Upwardly now ( NSE/BSE ) fund managers Swapnil P Mayekar return when biggies like Kotak Multicap. Implies the fund, the scheme follows a focused motilal oswal multicap 35 fund growth, investing 80 of! % since its launch previous YEAR, you CAN SHIFT with OUT EXIT LOAD Bothra Gautam. Suitable for: investors who are looking to invest money for at least 3-4 years and looking high! It explicitly but it is deducted from the NAV on a daily basis fees, fund has performed! No more than 35 stocks across market cap and small cap segment each UNIT of risk taken later on it. Is further invested in stocks selected from all the listed stocks in the Indian (!