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Motilal Oswal Flexi Cap Fund

Motilal Oswal Flexi Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

8.55

as on 03 Aug 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,794 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

  • ₹ 34.726

    as on 03 Aug 2021
  • Regular - Growth

  • 17 / 25

  • ₹ 500

  • ₹ 11,884 Cr.

    as on 03 Aug 2021
  • 1.8%

    since 30 Apr 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 ₹ 34.726 as on 03 Aug 2021.

This fund has 7 years of track record. Since 30 Apr 2021 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 Herin Visaria

    Picture of Herin Visaria
  • 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 7.67% 19.06% 30.88% 76.21% 42.24% 23.64% 20.72% 16.26% 75.48% 58.96% 40.82% 26.04% 18.43%
Category Average 4.48% 14.52% 16.78% 55.74% 25.57% 14.31% 14.33% 13.93% 52.34% 37.82% 26.55% 17.97% 15.50%
Motilal Oswal Flexi Cap Fund 4.03%₹ 10,403 12.44%₹ 11,243 11.93%₹ 11,192 41.38%₹ 14,138 37.98%₹ 14,337 18.95%₹ 14,162 28.99%₹ 31,620 8.55%₹ 12,794 19.51%₹ 47,950 12.55%₹ 18,069 13.17%₹ 83,496 - -
Parag Parikh Flexi Cap Fund 6.11%₹ 10,610 15.04%₹ 11,503 23.84%₹ 12,384 56.75%₹ 15,675 59.01%₹ 15,549 36.92%₹ 18,778 49.50%₹ 37,467 22.35%₹ 18,326 36.14%₹ 60,016 20.72%₹ 25,652 25.72%₹ 1,13,309 - -
UTI Flexi Cap Fund 5.38%₹ 10,537 16.04%₹ 11,604 17.52%₹ 11,752 67.56%₹ 16,756 59.53%₹ 15,579 35.81%₹ 18,476 47.76%₹ 36,955 18.80%₹ 16,773 33.70%₹ 58,132 17.60%₹ 22,504 23.59%₹ 1,07,653 16.26%₹ 45,182 18.43%₹ 3,16,497
Canara Robeco Flexi Cap Fund 4.43%₹ 10,443 15.12%₹ 11,511 16.37%₹ 11,636 54.33%₹ 15,433 51.00%₹ 15,094 28.97%₹ 16,656 39.55%₹ 34,584 17.13%₹ 16,076 28.43%₹ 54,194 17.36%₹ 22,272 20.74%₹ 1,00,497 14.43%₹ 38,539 16.46%₹ 2,84,654
PGIM India Flexi Cap Fund 7.67%₹ 10,766 19.06%₹ 11,906 26.97%₹ 12,697 72.46%₹ 17,245 75.48%₹ 16,467 42.24%₹ 20,271 58.96%₹ 40,286 23.64%₹ 18,913 40.82%₹ 63,741 19.11%₹ 23,981 26.04%₹ 1,14,177 - -
DSP Flexi Cap Fund 5.45%₹ 10,545 16.73%₹ 11,672 20.44%₹ 12,043 64.51%₹ 16,451 62.00%₹ 15,718 30.93%₹ 17,168 43.31%₹ 35,661 18.41%₹ 16,609 31.26%₹ 56,283 17.09%₹ 22,022 21.31%₹ 1,01,903 14.74%₹ 39,579 17.55%₹ 3,01,801

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Flexi Cap Fund as on 05 Aug 2021 are listed below:

  • Equity Holdings:

    98.95%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.03%

Top Sector Holdings of Motilal Oswal Flexi Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 21.70% ₹ 2,579.16 Cr.
Computers - software 14.49% ₹ 1,722.11 Cr.
Nbfc 11.18% ₹ 1,329.38 Cr.
Insurance 9.31% ₹ 1,105.56 Cr.
Retailing 7.51% ₹ 892.60 Cr.
Others 35.81% -

Top Stock Holdings of Motilal Oswal Flexi Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Vaibhav Global Ltd. 7.51% ₹ 892.60 Cr.
HDFC Bank Ltd. 7.00% ₹ 831.33 Cr.
Infosys Ltd. 6.28% ₹ 746.14 Cr.
Housing Development Finance Corporation Ltd. 5.78% ₹ 686.88 Cr.
Gland Pharma Ltd. 5.19% ₹ 616.37 Cr.
Others 68.24% -

Other Holdings

Holding TypeHolding Percentage
TREPS 0.71%
Net Receivables 0.32%