Sushil Bajaj |
📅 Last Updated on: November 28, 2025
Motilal Oswal Multi Cap Fund is an open-ended equity scheme that invests across large-cap, mid-cap and small-cap companies. The fund aims to capture India’s long-term growth potential through high-quality businesses, a focused portfolio and Motilal Oswal AMC’s proven investment philosophy. By combining stability, growth and high-potential opportunities, the fund is suitable for investors looking for a structured multi-cap investment approach.
Multi-cap schemes, unlike single-category funds, provide stability in the large-caps, growth in the mid-caps, and extra return prospects in the small-caps.
Multi Cap Mutual Funds are diversified equity funds that give at least 25% each to large-cap, mid-cap, and small-cap stocks, as per the regulations of SEBI. With their separate structure, they are less risky than small-cap or mid-cap funds but have higher return potential than pure large-cap funds. In other words, multi-cap funds offer you the advantages of the three worlds – stability, growth, and high returns.
| Parameter | Details |
|---|---|
| Fund Name | Motilal Oswal Multi Cap Fund |
| Category | Multi Cap |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI |
| Minimum Investment | ₹500 |
| Launch Date | 18-Jun-24 |
| Exit Load | 1% if redeemed within 15 days |
| Riskometer | Very High Risk |
| Portfolio Style | Focused, high conviction (~35 stocks) |
| Philosophy | QGLP – Quality, Growth, Longevity, Price |
The fund aims to generate long-term capital appreciation by investing in equity and equity-related instruments of companies across large, mid and small caps. While the goal is wealth creation, the scheme offers no guaranteed returns.
The fund follows the NIFTY 500 Multicap 50:25:25 TRI index.
This structure precisely mirrors the mandated multi-cap allocation, making it a suitable comparison standard.
Motilal Oswal AMC follows the QGLP philosophy:
The portfolio is built through:
The fund will hold around 35 stocks – far more focused than typical multi-cap funds with 70–80 stocks.
The fund aims to tap long-term India themes like:
For updated detailed Performance data and key informations as on December 5, 2025
Visit Motilal Oswal Multi Cap Fund Performance Page
The fund invests across diversified sectors (based on sample holdings data):
| This fund is suitable for investors who: |
|---|
| Investors with investment horizon of 3-7 years for Long Term Wealth Creation |
| Investors looking to invest in a Unique Hi-Conviction Focused Multi Cap Portfolios |
| Investors seeking a fund with disciplined allocation to all market cap segments at all points of time |
| Investors seeking to participate in High Growth Themes Leading the markets |
| Investors looking to capitalise on the potential of emerging businesses benefitting from India’s economic growth |
Expense Ratio: Check latest factsheet.
Exit Load: 1% if redeemed within 15 days
Taxation:
🔗 How to Invest Online?
| Pain Point | How The Fund Helps |
|---|---|
| Need diversification + growth | Balanced 25/25/25 multi-cap structure |
| Too many funds are over-diversified | Focused ~35 stock portfolio |
| Want exposure to future themes | Make in India, Tech, EMS, Healthcare |
| Prefer quality businesses | QGLP philosophy ensures quality-first investing |
| Want long-term wealth creation | Growth-oriented stock selection |
A1: Yes, it is classified under Very High Risk due to mandatory small-cap exposure.
A2: A period of 3–7 years is best for meaningful wealth creation.
A3: The fund plans to hold around 35 stocks, making it a focused multi-cap portfolio.
A4: The AMC has capabilities for international exposure, but allocations depend on fund strategy.
A5: Managed by Motilal Oswal AMC’s experienced equity team following the QGLP framework.
Motilal Oswal Multi Cap Fund is designed for investors seeking a balanced, high-conviction equity portfolio that captures India’s growth across large, mid and small caps. With a strong philosophy, disciplined allocation and theme-based approach, the fund aims to create long-term wealth.
Disclaimer:- Mutual Fund investments are subject to market risks, please read scheme related documents carefully before investing.
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