MyWealthGrowth.com logo
HomeMutual Funds

Motilal Oswal Flexi Cap Fund

Motilal Oswal Flexi Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

11.34

as on 27 Jan 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,815 today.

Invest Now

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

  • ₹ 33.608

    as on 27 Jan 2022
  • Regular - Growth

  • 16 / 25

  • ₹ 500

  • ₹ 10,814 Cr.

    as on 27 Jan 2022
  • 1.78%

    since 31 Oct 2021
  • 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 ₹ 33.608 as on 27 Jan 2022.

This fund has 7 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 4.49% -1.67% 12.44% 41.50% 34.21% 28.09% 21.01% 17.20% 28.33% 43.16% 35.18% 24.61% 17.18%
Category Average -0.91% -4.88% 6.72% 27.86% 20.49% 18.38% 14.59% 15.11% 17.63% 31.22% 23.95% 17.11% 15.11%
Motilal Oswal Flexi Cap Fund -0.76%₹ 9,924 -7.17%₹ 9,283 -1.38%₹ 9,862 11.75%₹ 11,174 2.30%₹ 12,149 11.27%₹ 12,384 17.93%₹ 28,634 11.34%₹ 13,815 13.85%₹ 44,256 10.05%₹ 16,148 9.65%₹ 76,515 - -
Parag Parikh Flexi Cap Fund -3.73%₹ 9,627 -3.92%₹ 9,607 5.80%₹ 10,580 34.93%₹ 13,492 23.13%₹ 13,457 33.57%₹ 17,854 38.97%₹ 34,439 27.63%₹ 20,832 33.06%₹ 57,677 21.01%₹ 25,966 24.62%₹ 1,10,416 - -
UTI Flexi Cap Fund -5.28%₹ 9,472 -8.55%₹ 9,145 3.23%₹ 10,323 23.43%₹ 12,342 9.85%₹ 12,632 25.19%₹ 15,683 32.42%₹ 32,589 22.39%₹ 18,363 27.51%₹ 53,557 18.25%₹ 23,129 20.63%₹ 1,00,292 16.78%₹ 47,250 17.18%₹ 2,96,027
PGIM India Flexi Cap Fund -2.00%₹ 9,800 -3.27%₹ 9,672 5.90%₹ 10,589 37.58%₹ 13,757 23.13%₹ 13,457 34.21%₹ 18,026 43.16%₹ 35,644 28.09%₹ 21,059 35.18%₹ 59,303 19.23%₹ 24,101 23.93%₹ 1,08,612 - -
Canara Robeco Flexi Cap Fund -0.71%₹ 9,928 -4.27%₹ 9,573 8.40%₹ 10,840 29.53%₹ 12,952 19.68%₹ 13,245 24.02%₹ 15,389 32.36%₹ 32,572 21.26%₹ 17,860 26.25%₹ 52,646 18.03%₹ 22,915 19.75%₹ 98,166 15.57%₹ 42,540 16.27%₹ 2,81,739
Axis Flexi Cap Fund -4.34%₹ 9,565 -8.18%₹ 9,181 4.75%₹ 10,475 23.33%₹ 12,333 12.09%₹ 12,773 19.65%₹ 14,322 26.11%₹ 30,844 19.58%₹ 17,125 21.83%₹ 49,544 - - - -

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Flexi Cap Fund as on 28 Jan 2022 are listed below:

  • Equity Holdings:

    99.16%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.81%

Top Sector Holdings of Motilal Oswal Flexi Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 24.80% ₹ 2,853.95 Cr.
Computers - Software 13.50% ₹ 1,553.04 Cr.
Insurance 9.56% ₹ 1,100.37 Cr.
NBFC 7.66% ₹ 881.90 Cr.
Housing Finance 6.69% ₹ 769.49 Cr.
Others 37.79% -

Top Stock Holdings of Motilal Oswal Flexi Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 7.55% ₹ 868.99 Cr.
Housing Development Finance Corporation Ltd. 6.69% ₹ 769.49 Cr.
ICICI Bank Ltd. 5.75% ₹ 661.69 Cr.
Vaibhav Global Ltd. 5.57% ₹ 640.61 Cr.
Infosys Ltd. 5.36% ₹ 617.23 Cr.
Others 69.08% -

Other Holdings

Holding TypeHolding Percentage
TREPS 0.60%
Net Receivables 0.21%