FUND Mo l al Os wal Mulc ap35Fund FundCat egor y
FundBenc hmar k
Launc hDat e
FundManager
Equi t y: Mul t i Cap
NI FTY500TRI
Apr i l 28, 2014
Mr . Gaut amSi nhaRoy Ms . Sni gdhaShar ma Mr . Swapni l PMa y ekar
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I NVESTMENTOBJ ECTI VE Theai moft hes c hemei st opr ovi del ongt er mc api t al gr owt hbyi nv es t i ngi na maxi mumof35equi t yandr el at eds ec ur i t i esf r omdi f f er entmar k etc api t al i z at i on.
FUNDOVERVI EW L et ’ ss eet hebas i cdet ai l soft hes c hemet ogetabet t erunder s t andi ng. Launc hDat e
:
28thApr i l , 2014
NAV( AsonSep17, 2018)
:
Rs26. 46
AUM ( AsonAug31, 2018)
:
Rs14, 052Cr .
Expens eRa o( AsonJ un30, 2018)
:
2. 04%
Ret ur nSi nc eLaunc h
:
24. 81%
Exi tL oad
:
1% f orr edemp onwi t hi n365da ys
Mi n. I nves t ment
Rs500 Mi n. SI PI nves t ment
Rs500
PORTFOLI OALL OCATI ON Mot i l al Os wal Mul t i c ap35Fundf ol l owsaf oc us eds t yl eofi nv es t mentandasofnow hasani nv es t menti nt ot al 27s ec ur i t i es . Wi t ht hi ss t r at egy , t hes c hemehaspr ovi ded e x c ept i onal r et ur nsi nt hepas tandt hes amec anbes eenf r omi t sa v er ageannual r et ur n of24. 81%, i thaspr ovi deds i nc ei t si nc ept i on. 0. 49% 17. 86% 97%
81. 65%
Asf ort hei nv es t eds ec t or s , financ e, aut omobi l e, andheal t hc ar ear es howi nggr eat pos s i bi l i t i esf orf ut ur egr owt handt hes c hemehasahi ghal l oc at i oni nal l t hr ee. Wi t h t hehel pofbel owgr aph, y ouc ans eet hatt heal l oc at i oni snoti nl i newi t ht he benc hmar kandbec aus eoft hi s , t hes c hemei se xpec t edt obeatt hei nde xr et ur nwi t ha gr eatmar gi ni nt hef ut ur e.
Sec t orAl l oc a on
Benc hmar k
Mo l al Os wal Mulc ap35Fund( G)
RI SKANAL YSI S Fr omt hebel owt abl ey ouc ans eet hatt heSt andar dDevi at i onandBet aar el owert han benc hmar kaswel l asc at egor y , whi c hmeansi ts howsl es sfluc t uat i oni nr et ur nsi n c ompar i s ont obot h. Ont heot herhand, t heShar pei smor et hanbot h, s howi ngt hatt he peruni tr i s kt or ewar dr at i oi sc ons i der abl yhi gher , andt heAl phaof1. 52i spr oofof t hat .
WHOSHOULDI NVEST Thi ss c hemei sagr eatopt i onf ori nv es t or swhoar ec omf or t abl ewi t haf oc us edand aggr es s i v es t yl eofi nv es t i ngandha v eas t omac hf ormoder at er i s k. T ogett he maxi mumbenefit sf r omt hi ss c heme, ones houl ds t a yi nv es t edf oratl eas t710y ear s .
E X P E R TT A K E Mot i l al Os wal Mul t i c ap35F und, be c aus eof i t se x c e pt i onal pe r f or manc ehasg ai ne dahug e popul ar i t yi nav e r ys hor ts pan, andt heas s e ts i z eof Rs14, 052c r or ei st hepr oof of t hat . I f y ouar epl anni ngoni nv e s t i ngi nt hi ss c he met he ni ti sr e c omme nde dt haty ous houl ds t ar t now, ast heNAVof t hef undi satl owe rl e v e l s , andbye nt e r i ngnowy ouc ane x pe r i e nc e opt i mal g r owt hi nf ut ur e . Di s c l ai me r: My SI Ponl i nev ouchesf ort hei nt egr i t y , cer t ai nt y , r el i abi l i t yandaccur acyofanycont entpubl i shedv i aar t i cl es, handl es, paper s, char t s, ori nanyot her f or m ormanneroni t swebsi t e, ort hei nf or mat i oncont ai ned, publ i shedorex hi bi t edonanyot herwebsi t ewhi chi nanymanneri sl i nk edwi t hMy SI Ponl i ne, and cl ar i fiest hatal lt hedat aorfigur esav ai l abl ear esol el yf ori l l ust r at i v eandeducat i onalpur pose.Ther ecommendat i onsorf undsuggest i onsar ei nci dent alor anci l l ar yt ot hemut ual f unddi st r i but i onwhi char emadei ngoodf ai t hi nr ef er encet ot hepr ev ai l i ngt r endsoft hefinanci al orsecur i t i esmar k et . Thei nf or mat i onand suggest i onspr ov i dedbyMy SI Ponl i net hr oughi t sar t i cl esorot hercont entpost i ngsar ef ori nf or mat i v epur poseonl yandi nnocont ex tr el at edt oani nv est ment , financi al ort axadv i ce. My SI Ponl i nei nt endst oabi debyt hecur r entSEBIgui del i nesandr equi r ement sandhence, hol dsnoi nt ent i onofbest owi ngfinanci al adv i ce.
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