About Motilal Oswal Multicap 35 Fund
Motilal Oswal Multicap 35 Fund is an open-ended equity scheme investing in stocks across market capitalizations i.e large-cap, midcap & smallcap.
The investment objective of the scheme is to provide long-term capital appreciation to the investors by investing primarily in a maximum of 35 equity & equity-related securities across market capitalizations & sectors.
The Benchmark of the scheme is NIFTY 500 TRI.
|Minimum Application Amount||Rs.500 & in multiples of Rs.1 thereafter|
|Minimum Additional Investment||Rs.500 & in multiples of Rs.1 thereafter|
|Type||Minimum Amount||Minimum Installments|
|Weekly||Rs.500 & in multiples of Rs.1 thereafter||12|
|Fortnightly||Rs.500 & in multiples of Rs.1 thereafter||12|
|Monthly||Rs.500 & in multiples of Rs.1 thereafter||12|
|Quarterly||Rs.1,500 & in multiples of Rs.1 thereafter||4|
|Annual||Rs.6,000 & in multiples of Rs.1 thereafter||1|
Entry Load: Nil
If units are redeemed or switched out within 15 days - 1%
If units are redeemed or switched out after 15 days - Nil
Motilal Oswal Multicap 35 Fund is suitable for investors with a moderately high-risk appetite & looking to invest for a period of 5 years & above.
As the fund predominantly invests in equity securities, Motilal Oswal Multicap 35 Fund has the taxability of an equity mutual fund scheme. Following taxation is applicable:
- If the units are sold after 1 year, then the gains on investments are treated as Long Term Capital Gains (LTCG). LTCG of up to Rs 1 lacs in a financial year is tax-free and above that, it is taxed at the rate of 10% without the benefit of indexation.
- If the units are sold within 1 year, then the gains are treated as Short Term Capital Gains (STCG) and are taxed at the rate of 15%.
Motilal Oswal Multicap 35 Fund’s Asset Allocation
Under normal conditions, the pattern of asset allocation is as follows:
|Assets||Minimum indicative allocation (% of total assets)||Maximum indicative allocation (% of total assets)||Risk Profile|
|Equity & Equity related securities||65||100||High|
|Debt and money market instruments, Government securities, Cash & cash at call, etc.||0||35||Low|
Who should invest in Motilal Oswal Multicap 35 Fund ?
Multicap funds are those equity mutual funds that invest in equity & equity-related securities of companies across market capitalizations & different sectors. These funds offer the benefits of diversification through its multi-cap investments.
Investments in Motilal Oswal Multicap 35 Fund can be made by investors who want to invest in a diversified portfolio of equities. The diversified equity portfolio helps generate good returns over long periods with relatively lower volatility.
Investors looking to invest in equity funds with a diversified portfolio could consider investments in this fund. The fund can be a good investment for an investor’s core equity portfolio.
The following people are eligible for investing in this scheme:
- Indian Resident Adults (single holder or on a joint basis)
- Hindu Undivided Family
- Partnership entities
- Limited Liability Partnership units
- Minor through parent or a legal guardian
- Sole Proprietor
- Corporates, PSUs & others.
- Banks & Financial Institutions
- Religious & Charitable Trusts
- Defense & paramilitary units
- Foreign Portfolio Investors
- Pension/Provident/Gratuity Funds
- Trustee, AMCs or Sponsors
- Other schemes of Motilal Oswal or other mutual funds
- Alternative Investment Funds
How to invest Motilal Oswal Multicap 35 Fund?
You can invest in Motilal Oswal Multicap 35 Fund through any AMFI distributor, AMC, banks, or third party platforms. If you need any help with your investments, you can reach out to our ZFunds Experts on Whatsapp - 7217746224.
More Motilal Oswal Funds:
Motilal Oswal Equity Hybrid Fund (MOFEH)
Motilal Oswal Nifty 500 Fund Regular Plan
Motilal Oswal Focused 25 Fund (MOF25)
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth
Motilal Oswal Nifty Midcap 150 Index Fund
Motilal Oswal Nasdaq 100 Fund Of Fund
Motilal Oswal Nifty Next 50 Index Fund
Motilal Oswal Long Term Equity Fund (MOFLTE)
Motilal Oswal Liquid Fund
Motilal Oswal Dynamic Fund (MOF Dynamic)