Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -3.19% | -6.45% | 2.83% | 17.00% | 3.21% | – | – | – | – |
NAV history
About this fund
Motilal Oswal Multi Cap Fund is a diversified equity fund offered by Motilal Oswal Mutual Fund, classified under Equity as Equity Scheme - Multi Cap Fund. Spreading across market sizes gives it broad diversification within equities. Its latest NAV is ₹14.57, with assets under management of about ₹4,007 Cr (April - June 2026).
Further reading: How much does the category decide, and how much the fund?
Performance analysis
Over the trailing one year, Motilal Oswal Multi Cap Fund has recorded a return of about 3.2%. Its annualised volatility is 18.3% — relatively large fluctuations — and its Sharpe ratio is -0.18, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.60%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 7.57 | 5.94 | -12.65 | 32.53 | 75% | 32% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Franklin India Multi Cap Fund Equity Scheme - Multi Cap Fund | -7.78 | -5.14 | -0.28 | -2.78 | – | – | – | 0.44 |
| PGIM India Multi Cap Fund Equity Scheme - Multi Cap Fund | -6.44 | -3.37 | 1.47 | -0.86 | – | – | – | 0.66 |
| Samco Multi Cap Fund Equity Scheme - Multi Cap Fund | -4.34 | -0.90 | 1.73 | -6.18 | – | – | – | 0.77 |
| Groww Multicap Fund Equity Scheme - Multi Cap Fund | -6.57 | -1.31 | 5.68 | 9.31 | – | – | – | 0.22 |
| Bajaj Finserv Multi Cap Fund Equity Scheme - Multi Cap Fund | -6.43 | -4.45 | 0.30 | 2.43 | – | – | – | 0.57 |
| UTI Multi Cap Fund Equity Scheme - Multi Cap Fund | -5.14 | -2.92 | -1.09 | -4.01 | – | – | – | 0.42 |
| TRUSTMF MULTI CAP FUND Equity Scheme - Multi Cap Fund | -6.62 | -2.08 | 6.72 | 7.33 | – | – | – | 0.55 |
| The Wealth Company Multi Cap Fund Equity Scheme - Multi Cap Fund | -4.85 | – | – | – | – | – | – | – |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Gold and Silver Passive Fund of Funds Other Scheme - FoF Domestic | -8.74 | -4.71 | -11.08 | 15.35 | 33.07 | – | – | 0.15 |
| Motilal Oswal Nifty Microcap 250 Index Fund Other Scheme - Index Funds | -8.34 | -2.87 | 5.91 | 2.49 | 12.54 | – | – | 0.44 |
| Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FOF Other Scheme - FoF Overseas | -4.34 | -2.83 | 3.49 | 20.77 | 23.89 | – | – | 0.04 |
| Motilal Oswal Small Cap Fund Equity Scheme - Small Cap Fund | -6.30 | -2.02 | 12.67 | 12.34 | – | – | – | 0.56 |
| Motilal Oswal Large Cap Fund Equity Scheme - Large Cap Fund | -3.00 | -3.89 | -3.32 | -7.50 | – | – | – | 0.68 |
| Motilal Oswal Quant Fund Equity Scheme - Sectoral/Thematic | -5.44 | -7.41 | -8.70 | -8.44 | – | – | – | 0.71 |
| Motilal Oswal Nifty India Defence Index Fund Other Scheme - Index Funds | -7.35 | -6.80 | -1.90 | 7.84 | – | – | – | 0.40 |
| Motilal Oswal Manufacturing Fund Sectoral/Thematic - Manufacturing | -5.36 | -4.85 | 0.90 | -5.76 | – | – | – | 0.87 |
