Investment Objective and Approach

The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of large, mid and small cap companies. This fund is mandated to invest at least 25 per cent of its money each in stocks of large, medium and small-sized companies.

The fund follows a diversified investment approach across market capitalizations, providing investors with exposure to the entire equity spectrum. Such funds can be fairly volatile since at least 50% of their assets will always be invested in mid and small cap stocks which generally experience more severe ups and downs. The fund's strategy is benchmarked against the Nifty 500 Multicap 50:25:25 Index TR.

Key investment parameters include:

- Minimum Investment: ₹500 for both lump sum and SIP options

- Investment Horizon: Suitable for long-term investors with a minimum 5-year investment horizon

- Risk Profile: Very high risk category suitable for aggressive investors

- Exit Load: 1% if redeemed within 365 days

Fund Managers

The fund is managed by a experienced team of fund managers:

Ajay Khandelwal (Lead Fund Manager)

Ajay Khandelwal, aged 44, is a seasoned fund manager with 13 years of experience in fund management and research. He holds a CFA Level 3 certification, a PGDM (MBA) from TAPMI, Manipal, and a B.E. in Electrical Engineering from MITS, Gwalior. Before joining Motilal Oswal Asset Management Company Limited, he worked with Canara Robeco Asset Management Company Limited, handling their Small Cap Fund.

Niket Shah (Co-Fund Manager)

Niket Shah, aged 37, is an experienced finance professional with a Masters in Business Administration (MBA – Finance) and 13 years of overall experience. He currently serves as Vice President – Associate Fund Manager at Motilal Oswal Asset Management Company Ltd. His previous roles include Head of Midcaps Research at Motilal Oswal Securities Ltd., Research Analyst at Edelweiss Securities Ltd., and Associate Research Analyst at Religare Capital Markets Ltd.

Other Co-Managers

The fund managers of Motilal Oswal Multi Cap Fund are Mr Ajay Khandelwal, Mr Niket Shah, Mr Santosh Singh, Mr Atul Mehra, Mr Rakesh Shetty, and Mr. Ankush Sood. This diverse team brings complementary expertise across equity research, debt management, and international securities.

About the Fund House (AMC)

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a Mumbai-based AMC, which is the designated Investment Manager of Motilal Oswal Mutual Fund. It was incorporated in 2008 under the Companies Act of 1956. It is also registered as a Portfolio Manager under the SEBI (Portfolio Managers) Regulations, 1993. The AMC is promoted and sponsored by Motilal Oswal Financial Services Ltd. (MOFSL).

Key Highlights:

- Establishment: Incorporated in 2008

- Geographic Presence: Active operations in over 600 locations across the country

- Client Base: Over 9 lakh registered clients and over 2400 office premises

- AUM: Currently, Motilal Oswal Mutual Fund has a portfolio with a net AuM of Rs. 45,993.97 Crore

- Fund Portfolio: Motilal Oswal Mutual Fund offers 34 schemes across various categories, including 14 equity, 5 debt, and 5 hybrid mutual funds

Business Evolution:

Motilal Oswal Financial Services Limited (MOFSL), the company that sponsors Motilal Oswal Mutual Funds, is a diversified financial service provider, also based out of Mumbai. They offer a wide range of financial services and products including but not limited to retail brokerage, private wealth management, investment banking, currency broking as well as the distribution of institutional asset management. MOFSL was established in May 2005 and commenced its operations from June of the same year. With a 9 lakh strong clientele, many of whom are High Net Worth individuals, MOFSL is a prominent name in the financial landscape of this country.

Notable achievements include becoming the first AMC to ring the NASDAQ Stock Market opening bell in 2011 and crossing the $1 Billion mark in PMS assets and equity mutual funds in 2016.

Should I Invest in Motilal Oswal Multi Cap Fund?

This fund is suitable for investors who:

Investment Suitability:

- Seek long-term capital appreciation with high growth potential

- Have a high risk tolerance and can withstand market volatility

- Want diversified exposure across large, mid, and small-cap companies

- Can invest for a minimum 5-7 year horizon

- Prefer active fund management over passive index investing

Key Considerations:

- High Risk Profile: Such funds can be fairly volatile since at least 50% of their assets will always be invested in mid and small cap stocks which generally experience more severe ups and downs. This makes them suitable for long-term investors who don't mind higher risk

- Performance Track Record: The fund has given a CAGR return of 36.58% since inception and over the last 1 year the fund has given a CAGR return of 28.00% (as of July 2025)

- Expense Management: The fund has an expense ratio of 0.6%

Investment Caution:

Do not invest in this, or any other multi-cap fund, if you need to redeem your investment in less than five years. The fund's emphasis on mid and small-cap stocks makes it inherently volatile, requiring patience and a long-term investment approach.

FAQs

What is today's NAV of Motilal Oswal Multi Cap Fund?

The Latest NAV as of 25 Aug 2025 is ₹13.95. NAV is updated daily after market hours and reflects the per-unit value of the fund.

What is the AUM of Motilal Oswal Multi Cap Fund?

Motilal Oswal Multi Cap Fund has ₹3991 Cr worth of assets under management (AUM) as on Jul 2025, indicating strong investor confidence in the fund's strategy.

What is the expense ratio of Motilal Oswal Multi Cap Fund?

The fund has an expense ratio of 0.6%, which covers fund management fees and operational costs.

What are the returns of Motilal Oswal Multi Cap Fund since inception?

The fund has given a CAGR return of 36.58% since inception and 28.00% over the last 1 year (as of July 2025).

What is the minimum SIP amount to invest in Motilal Oswal Multi Cap Fund?

The minimum SIP investment is ₹500, making it accessible to retail investors starting their investment journey.

How do I invest in Motilal Oswal Multi Cap Fund?

You can invest through Allvest platform by completing your KYC, selecting the fund, choosing SIP or lump sum option, and setting up payment through bank mandate or UPI.

How to start a SIP in Motilal Oswal Multi Cap Fund?

Start SIP through Allvest by selecting the fund, choosing SIP frequency (monthly/quarterly), setting investment amount (minimum ₹500), and completing the bank mandate for automated deductions.

How do I automate an SIP in Motilal Oswal Multi Cap Fund?

Once you set up your SIP through Allvest with bank mandate or UPI autopay, investments will be automatically deducted on your chosen date without manual intervention.

How can I withdraw/redeem my investment in Motilal Oswal Multi Cap Fund?

You can redeem through Allvest platform by placing a redemption request. Note that there's a 1% exit load if redeemed within 365 days. Redemption proceeds are typically credited within 3-4 business days.