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Motilal Oswal Flexi Cap Fund

Motilal Oswal Flexi Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

16.04

as on 07 Jun 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,637 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

  • ₹ 34.858

    as on 07 Jun 2023
  • Regular - Growth

  • 19 / 25

  • ₹ 500

  • ₹ 8,081 Cr.

    as on 31 Mar 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 ₹ 34.858 as on 07 Jun 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 7.32% 10.34% 14.20% 26.58% 18.59% 31.56% 18.19% 18.49% 24.48% 17.16% 23.46% 20.73% 18.02%
Category Average 5.26% 7.46% 3.43% 15.94% 9.72% 22.62% 11.76% 14.78% 14.69% 8.31% 13.74% 14.72% 13.38%
Motilal Oswal Flexi Cap Fund 5.95%₹ 10,595 7.74%₹ 10,773 0.70%₹ 10,070 14.29%₹ 11,429 11.66%₹ 12,741 2.89%₹ 10,587 4.58%₹ 25,153 16.04%₹ 15,637 7.41%₹ 40,267 5.73%₹ 13,212 8.17%₹ 73,713 - -
Parag Parikh Flexi Cap Fund 5.16%₹ 10,516 10.34%₹ 11,034 11.99%₹ 11,198 19.16%₹ 11,915 24.48%₹ 13,530 14.43%₹ 13,095 12.84%₹ 27,275 28.05%₹ 21,025 18.26%₹ 47,096 18.19%₹ 23,068 20.73%₹ 1,00,461 18.49%₹ 54,600 18.02%₹ 3,09,448
HDFC Flexicap Fund 5.01%₹ 10,500 6.95%₹ 10,694 3.81%₹ 10,381 22.88%₹ 12,288 19.71%₹ 13,239 16.60%₹ 13,595 17.16%₹ 28,411 31.56%₹ 22,806 23.46%₹ 50,627 14.89%₹ 20,026 19.74%₹ 98,065 15.84%₹ 43,533 15.36%₹ 2,68,157
Franklin India Flexi Cap Fund 5.22%₹ 10,521 7.08%₹ 10,707 0.98%₹ 10,098 17.62%₹ 11,761 14.46%₹ 12,916 11.97%₹ 12,537 10.20%₹ 26,589 27.50%₹ 20,753 17.41%₹ 46,534 12.62%₹ 18,122 17.01%₹ 91,752 15.66%₹ 42,885 14.10%₹ 2,50,606
Canara Robeco Flexi Cap Fund 4.98%₹ 10,497 7.32%₹ 10,731 2.65%₹ 10,264 15.60%₹ 11,559 14.04%₹ 12,890 9.17%₹ 11,919 7.72%₹ 25,953 22.50%₹ 18,404 13.28%₹ 43,875 13.58%₹ 18,906 15.23%₹ 87,829 14.52%₹ 38,811 13.96%₹ 2,48,735
PGIM India Flexi Cap Fund 5.65%₹ 10,564 7.65%₹ 10,764 2.49%₹ 10,249 14.71%₹ 11,470 13.77%₹ 12,873 7.68%₹ 11,595 5.78%₹ 25,457 27.46%₹ 20,736 13.97%₹ 44,309 15.27%₹ 20,357 18.09%₹ 94,202 - -

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Flexi Cap Fund as on 08 Jun 2023 are listed below:

  • Equity Holdings:

    95.27%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    4.72%

Top Sector Holdings of Motilal Oswal Flexi Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 19.98% ₹ 1,613.50 Cr.
Computers - Software 10.34% ₹ 835.75 Cr.
Refineries/Marketing 7.21% ₹ 582.76 Cr.
Auto ancillaries 7.17% ₹ 579.35 Cr.
Housing Finance 6.99% ₹ 564.48 Cr.
Others 48.31% -

Top Stock Holdings of Motilal Oswal Flexi Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 8.68% ₹ 701.80 Cr.
Reliance Industries Ltd. 7.21% ₹ 582.76 Cr.
Tube Investments Of India Ltd. 7.17% ₹ 579.35 Cr.
Housing Development Finance Corporation Ltd. 6.99% ₹ 564.48 Cr.
HDFC Bank Ltd. 6.08% ₹ 490.91 Cr.
Others 63.87% -

Other Holdings

Holding TypeHolding Percentage
TREPS 3.88%
Net Receivables 0.84%