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Motilal Oswal Flexi Cap Fund

Motilal Oswal Flexi Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

4.01

as on 28 Jun 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 11,254 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

  • ₹ 29.924

    as on 28 Jun 2022
  • Regular - Growth

  • 18 / 25

  • ₹ 500

  • ₹ 10,814 Cr.

    as on 31 Dec 2021
  • 1.78%

  • 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 ₹ 29.924 as on 28 Jun 2022.

This fund has 8 years of track record. Since 31 Oct 2021 expense ratio of this fund is 1.78%. 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 Ankush Sood

    Picture of Ankush  Sood
  • About Abhiroop Mukherjee

    Picture of Abhiroop MukherjeeMr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management. Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai.
  • 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 -1.06% -4.12% -1.02% 7.95% 32.70% 20.78% 16.73% 15.93% 10.94% 20.09% 20.33% 17.98% 14.03%
Category Average -2.46% -8.45% -11.54% -1.89% 23.22% 11.35% 9.96% 13.82% -13.69% 7.44% 12.65% 11.03% 12.07%
Motilal Oswal Flexi Cap Fund -2.21%₹ 9,778 -5.09%₹ 9,490 -12.00%₹ 8,799 -10.74%₹ 8,925 -18.97%₹ 10,732 13.79%₹ 12,956 -1.83%₹ 23,546 4.01%₹ 11,254 3.90%₹ 38,203 4.76%₹ 12,621 3.86%₹ 66,155 - -
Parag Parikh Flexi Cap Fund -2.43%₹ 9,756 -9.72%₹ 9,028 -12.98%₹ 8,701 3.88%₹ 10,388 -13.05%₹ 11,137 28.08%₹ 16,427 11.52%₹ 26,933 20.78%₹ 17,630 19.97%₹ 48,249 16.73%₹ 21,677 17.98%₹ 93,968 - -
UTI Flexi Cap Fund -1.87%₹ 9,813 -9.84%₹ 9,015 -17.97%₹ 8,203 -6.59%₹ 9,340 -22.68%₹ 10,473 25.08%₹ 15,664 3.84%₹ 24,964 14.94%₹ 15,190 12.93%₹ 43,658 12.96%₹ 18,395 12.80%₹ 82,722 14.89%₹ 40,092 13.52%₹ 2,42,977
PGIM India Flexi Cap Fund -2.24%₹ 9,775 -10.03%₹ 8,996 -15.43%₹ 8,456 -3.12%₹ 9,688 -18.85%₹ 10,740 30.47%₹ 17,047 9.32%₹ 26,365 18.30%₹ 16,562 18.87%₹ 47,511 12.91%₹ 18,357 15.98%₹ 89,456 - -
DSP Flexi Cap Fund -2.60%₹ 9,740 -8.94%₹ 9,105 -15.50%₹ 8,449 -8.37%₹ 9,163 -21.20%₹ 10,577 21.14%₹ 14,690 3.74%₹ 24,938 11.93%₹ 14,028 10.56%₹ 42,180 10.88%₹ 16,762 10.76%₹ 78,640 14.07%₹ 37,331 12.74%₹ 2,33,051
Canara Robeco Flexi Cap Fund -2.55%₹ 9,745 -8.37%₹ 9,163 -12.00%₹ 8,799 -1.49%₹ 9,850 -15.18%₹ 10,992 23.60%₹ 15,293 7.44%₹ 25,882 13.33%₹ 14,560 13.64%₹ 44,102 12.60%₹ 18,103 12.84%₹ 82,795 13.80%₹ 36,445 13.10%₹ 2,37,641

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Flexi Cap Fund as on 30 Jun 2022 are listed below:

  • Equity Holdings:

    99.76%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.23%

Top Sector Holdings of Motilal Oswal Flexi Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 21.84% ₹ 2,388.86 Cr.
Computers - Software 15.33% ₹ 1,675.60 Cr.
Insurance 9.34% ₹ 1,021.25 Cr.
Retailing 5.98% ₹ 654.31 Cr.
Housing Finance 5.97% ₹ 652.51 Cr.
Others 41.54% -

Top Stock Holdings of Motilal Oswal Flexi Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 7.02% ₹ 768.19 Cr.
Tata Consultancy Services Ltd. 6.49% ₹ 709.51 Cr.
Infosys Ltd. 6.03% ₹ 659.17 Cr.
Vaibhav Global Ltd. 5.98% ₹ 654.31 Cr.
Housing Development Finance Corporation Ltd. 5.97% ₹ 652.51 Cr.
Others 68.51% -

Other Holdings

Holding TypeHolding Percentage
TREPS 0.54%
Net Receivables -0.31%