Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Fund House: Motilal Oswal Mutual Fund

Category: Equity: Flexi Cap

Status: Open Ended Schemes

Launch Date: 08-04-2014

Minimum Investment: 500.0

Asset Class: Equity

Minimum Topup: 500.0

Benchmark: NIFTY 500 TRI

Total Assets: 12418.46 As on (30-04-2025)

Expense Ratio: 1.72% As on (31-05-2025)

Turn over: 81.00% | Exit Load: Yes

NAV as on 09-06-2025

60.8962

0.3567

CAGR Since Inception

17.69%

NIFTY 500 TRI 12.59%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 15.89 25.84 22.37 13.73 17.69
NIFTY 500 TRI 8.12 19.76 24.41 14.7 12.59
Equity: Flexi Cap 7.62 19.61 22.97 14.14 16.47

Funds Manager

Mr. Siddharth Bothra & Mr. Niket Shah

RETURNS CALCULATORS for Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Motilal Oswal Flexi Cap Fund Reg Gr 08-04-2014 15.89 32.39 25.84 22.37 13.73
Parag Parikh Flexi Cap Reg Gr 05-05-2013 15.18 24.05 22.23 26.36 17.71
Invesco India Flexi Cap Fund Gr 05-02-2022 15.09 29.93 25.83 0.0 0.0
WhiteOak Capital Flexi Cap Fund Reg Gr 05-08-2022 13.74 24.92 0.0 0.0 0.0
HDFC Flexi Cap Gr 01-01-1995 13.21 27.32 25.56 30.06 15.98
Tata Flexi Cap Reg Gr 05-08-2018 12.79 21.91 18.38 20.23 0.0
UTI Flexi Cap Gr 05-08-2005 12.13 16.11 14.02 19.5 12.78
Bajaj Finserv Flexi Cap Fund Reg Gr 01-08-2023 12.01 0.0 0.0 0.0 0.0
ABSL Flexi Cap Gr Reg 14-08-1998 11.84 23.51 20.24 23.23 14.62
DSP Flexi Cap Reg Gr 29-04-1997 11.28 22.73 21.55 22.93 14.83

Asset Allocation (%)

Key Performance and Risk Statistics of Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 12.18 0.9 5.92 0.9 - -
Equity: Flexi Cap - - - - - -