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Motilal Oswal Flexi Cap Fund

Motilal Oswal Flexi Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

13.70

as on 08 Dec 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,699 today.

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NAV Performance

Motilal Oswal Flexi Cap Fund performance graph for last 3 years
Performance of Motilal Oswal Flexi Cap Fund for last 3 Years

Fund Information

  • ₹ 42.460

    as on 08 Dec 2023
  • Regular - Growth

  • 19 / 25

  • ₹ 500

  • ₹ 8,081 Cr.

    as on 31 May 2023
  • 1.8%

  • 28 Apr 2014

  • Equity - Flexi Cap Fund

  • Nifty 500 TRI

  • Motilal Oswal Mutual Fund

    Show All Funds
  • Motilal Oswal Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges.

Highlights of this fund

Motilal Oswal Flexi Cap Fund is an Open-ended Equity Fund. The fund belongs to Flexi Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 28 Apr 2014. This fund is offered by one of the top AMC (Assets Management Company) Motilal Oswal Mutual Fund. You can also view here all other Equity funds offered by Motilal Oswal Mutual Fund.

Latest NAV of the fund is ₹ 42.460 as on 08 Dec 2023.

This fund has 9 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.8%. Ideally you shoulds compare this fund with the benchmark Nifty 500 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

To achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.

List of Fund Managers of Motilal Oswal Flexi Cap Fund

  • About Niket Shah

    Picture of Niket ShahMr. Shah is a MBA in Finance Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.
  • About Rakesh Shetty

    Picture of Rakesh ShettyMr. Shetty has done B.Com Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
  • About Siddharth Bothra

    Picture of Siddharth BothraMr Siddharth Bothra has a rich experience of more than 17 years in the field of research and investments. Prior to joining Motilal Oswal AMC he had an extensive stint with Motilal Oswal Securities Ltd. as a senior analyst in the institutional equities division covering various sectors. He is the fund manager of Motilal Oswal Focused 25 Fund. During his stint with Motilal Oswal Securities Ltd. Mr. Bothra won various recognitions such as the ZEE Business TV - India’s Best Analyst Awards 2009 Infrastructure, ET Reuters Starmine Awards No.1 Earnings Estimator 2009 Real Estate & No. 2 Stock Picker 2010 Real Estate. Mr. Bothra has also worked with broking outfits like Alchemy Share & Stocks and VCK Share & Stocks in the past. He holds an honors degree of MBA (Post Graduate Program) from ISB (Indian School of Business, Hyderabad), MBA International Student Exchange NYU Stern School of Business (New York) and B.Com (Honors).

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 11.26% 12.48% 28.64% 31.05% 21.83% 28.28% 22.39% 19.46% 52.30% 32.29% 26.17% 24.66% 19.21%
Category Average 7.05% 6.38% 17.43% 19.21% 11.20% 18.85% 15.52% 15.80% 33.72% 20.89% 17.10% 18.24% 14.76%
Motilal Oswal Flexi Cap Fund 5.03%₹ 10,502 6.03%₹ 10,602 22.39%₹ 12,239 22.17%₹ 12,217 41.29%₹ 14,538 10.58%₹ 12,227 23.36%₹ 30,080 13.70%₹ 14,699 15.87%₹ 45,539 11.47%₹ 17,222 14.61%₹ 86,505 - -
Parag Parikh Flexi Cap Fund 6.86%₹ 10,686 9.10%₹ 10,909 18.24%₹ 11,823 30.95%₹ 13,094 39.39%₹ 14,427 11.55%₹ 12,444 24.46%₹ 30,379 23.13%₹ 18,669 20.77%₹ 48,793 22.39%₹ 27,493 23.81%₹ 1,08,245 19.46%₹ 59,294 19.21%₹ 3,30,064
HDFC Flexicap Fund 9.83%₹ 10,982 8.34%₹ 10,833 20.43%₹ 12,043 23.90%₹ 12,390 38.67%₹ 14,384 21.83%₹ 14,842 28.44%₹ 31,468 28.28%₹ 21,107 25.41%₹ 52,020 19.25%₹ 24,134 24.59%₹ 1,10,272 17.27%₹ 49,274 17.16%₹ 2,95,579
Franklin India Flexi Cap Fund 7.30%₹ 10,729 7.48%₹ 10,747 21.97%₹ 12,197 21.98%₹ 12,198 38.84%₹ 14,395 14.79%₹ 13,176 25.03%₹ 30,534 24.05%₹ 19,091 21.31%₹ 49,161 18.14%₹ 23,032 22.50%₹ 1,04,860 17.14%₹ 48,715 16.09%₹ 2,78,956
Canara Robeco Flexi Cap Fund 8.10%₹ 10,810 6.52%₹ 10,651 14.18%₹ 11,417 16.10%₹ 11,609 28.00%₹ 13,749 8.54%₹ 11,780 17.52%₹ 28,516 17.30%₹ 16,141 14.80%₹ 44,854 16.80%₹ 21,760 17.68%₹ 93,278 15.30%₹ 41,587 14.92%₹ 2,61,968
PGIM India Flexi Cap Fund 6.50%₹ 10,649 3.89%₹ 10,388 11.63%₹ 11,162 12.99%₹ 11,299 23.43%₹ 13,472 5.06%₹ 11,038 14.12%₹ 27,617 17.79%₹ 16,341 12.54%₹ 43,414 19.05%₹ 23,938 19.29%₹ 97,018 - -

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Flexi Cap Fund as on 10 Dec 2023 are listed below:

  • Equity Holdings:

    92.85%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    7.14%

Top Sector Holdings of Motilal Oswal Flexi Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 11.59% ₹ 1,492.38 Cr.
Computers - Software 12.53% ₹ 1,056.57 Cr.
E-retail/ e-commerce 8.19% ₹ 690.50 Cr.
Auto ancillaries 7.98% ₹ 672.79 Cr.
Power equipment 7.36% ₹ 621.86 Cr.
Others 52.35% -

Top Stock Holdings of Motilal Oswal Flexi Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 8.72% ₹ 735.59 Cr.
Zomato Ltd. 8.19% ₹ 690.50 Cr.
Tube Investments Of India Ltd. 7.98% ₹ 672.79 Cr.
Housing Development Finance Corporation Ltd. 6.73% ₹ 567.69 Cr.
Persistent Systems Ltd. 6.40% ₹ 539.53 Cr.
Others 61.98% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 5.34%
TREPS 1.80%