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Motilal Oswal Flexi Cap Fund

Motilal Oswal Flexi Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

9.45

as on 05 Dec 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,115 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

  • ₹ 34.819

    as on 05 Dec 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 ₹ 34.819 as on 05 Dec 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 4.06% 7.96% 18.61% 22.15% 31.47% 24.52% 16.72% 15.87% 30.71% 25.38% 30.16% 20.71% 16.29%
Category Average 2.32% 3.41% 12.80% 4.41% 18.99% 16.53% 11.65% 13.93% 13.51% 12.29% 18.88% 15.74% 13.92%
Motilal Oswal Flexi Cap Fund -0.93%₹ 9,906 2.38%₹ 10,238 12.89%₹ 11,288 1.97%₹ 10,197 12.44%₹ 12,792 10.41%₹ 12,193 6.13%₹ 25,546 9.45%₹ 13,115 11.37%₹ 42,683 5.96%₹ 13,361 8.97%₹ 75,218 - -
Parag Parikh Flexi Cap Fund 3.69%₹ 10,368 2.79%₹ 10,279 6.68%₹ 10,667 -2.01%₹ 9,798 5.56%₹ 12,357 20.04%₹ 14,417 10.61%₹ 26,696 23.42%₹ 18,812 20.48%₹ 48,591 16.72%₹ 21,671 19.63%₹ 97,837 - -
UTI Flexi Cap Fund 0.37%₹ 10,036 -0.96%₹ 9,903 8.97%₹ 10,897 -8.40%₹ 9,160 1.02%₹ 12,066 13.88%₹ 12,972 3.60%₹ 24,904 17.58%₹ 16,261 14.93%₹ 44,932 14.16%₹ 19,398 15.16%₹ 87,684 14.57%₹ 38,993 14.42%₹ 2,55,016
PGIM India Flexi Cap Fund 3.30%₹ 10,329 2.89%₹ 10,289 11.76%₹ 11,175 -0.68%₹ 9,932 9.26%₹ 12,592 20.75%₹ 14,587 10.73%₹ 26,727 24.52%₹ 19,317 22.30%₹ 49,834 15.10%₹ 20,207 19.91%₹ 98,494 - -
DSP Flexi Cap Fund 2.18%₹ 10,217 2.17%₹ 10,216 13.08%₹ 11,308 -0.66%₹ 9,934 10.70%₹ 12,683 16.73%₹ 13,631 8.80%₹ 26,230 16.21%₹ 15,699 16.84%₹ 46,171 12.07%₹ 17,686 15.41%₹ 88,240 14.12%₹ 37,487 14.53%₹ 2,56,543
Canara Robeco Flexi Cap Fund 2.57%₹ 10,256 3.66%₹ 10,365 12.18%₹ 11,218 3.52%₹ 10,351 12.83%₹ 12,816 18.57%₹ 14,066 11.97%₹ 27,050 18.43%₹ 16,616 18.90%₹ 47,527 14.26%₹ 19,485 16.91%₹ 91,532 13.95%₹ 36,927 14.81%₹ 2,60,449

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Flexi Cap Fund as on 07 Dec 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%