Motilal Oswal Flexi Cap Fund - Direct Growth

Equity | Flexi - Cap

(NAV as of 03/05/2024)

55.00 (-0.96)

3Y Returns

18.21%

Min SIP

₹100

Min Lumpsum

₹500

Expense Ratio

0.94%

Fund Size

₹8896 Cr

Inception Date

28-Apr-14

Fund Manager

Niket Shah

Exit Load

1% on or before 15D, Nil after 15D.

Wealthzi View

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the Nifty 500 TRI benchmark but its beta is more than Flexi - Cap category average when compared on the 5 year period.

Fund Size

This fund has a high range AUM which ensures liquidity and stability.

SIP Returns

This fund has given less SIP returns than the Nifty 500 TRI benchmark and among the bottom quartile in Flexi - Cap category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given lower risk adjusted returns than the Nifty 500 TRI benchmark and among the bottom quartile in Flexi - Cap category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has not beaten the Nifty 500 TRI benchmark and among the bottom quartile in Flexi - Cap category when compared on a 3 year rolling period.

Returns Consistency

This fund has given less returns than the Nifty 500 TRI benchmark and among the bottom quartile in Flexi - Cap category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the Nifty 500 TRI benchmark and among the top quartile in Flexi - Cap category when compared on a 3 year rolling period.

Overall Fund Zi Tag

Market Risk / Risk Taken Compared to Benchmark

→

Fund Size

→

SIP Returns

→

Risk Adjusted Returns

→

Extra Returns Over Benchmark

→

Returns Consistency

→

Performance Against Inflation

→

Overall Fund Zi Tag

Asset Allocation

Equity

95.48%

Debt & Others

4.52%

Market Cap Allocation

Large Cap

48.13%

Mid Cap

38.20%

Small Cap

9.15%

Other Cap

4.52%

Sector Allocation

Internet and Technology

19.92%

Finance

18.08%

Automobiles

14.41%

Retailing

12.67%

Banks

6.43%

Top Ten Holdings

Jio Financial Services Ltd

10.30%

Tube Investments Of India Ltd

9.71%

Persistent Systems Ltd

9.60%

Cholamandalam Investment And Finance Company Ltd

7.78%

Coforge Ltd

7.19%

Investment Objective

The Investment Objective Of The Scheme Is To Achieve Long Term Capital Appreciation By Primarily Investing In A Maximum Of 35 Equity & Equity Related Instruments Across Sectors And Market-Capitalization Levels. However, There Can Be No Assurance Or Guarantee That The Investment Objective Of The Scheme Would Be Achieved.

Fund House Detail

AMC Name

Motilal Oswal Asset Management Company Limited

Scheme Document

https://www.motilaloswalmf.com/downloads/mutual-fund/SID

Address

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road,Opp Parel ST Bus Depot, PrabhadeviMumbai - 400025

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Zi Tag

Motilal Oswal Flexi Cap Fund - Direct Growth

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Quant Flexi Cap Fund Direct Plan - Growth

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Similar Funds

Motilal Oswal Flexi Cap Fund - Direct Growth

53.72%

18.61%

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Jm Flexicap Fund (Direct) - Growth Option

66.79%

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25.47%

Quant Flexi Cap Fund Direct Plan - Growth

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Bank Of India Flexi Cap Fund Direct Plan - Growth

62.21%

29.26%

Hdfc Flexicap Fund - Direct Plan - Growth Option

43.38%

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20.67%

Franklin India Flexi Cap Fund - Direct Growth

45.68%

24.12%

20.43%

Edelweiss Flexi Cap Fund - Direct Plan Growth

43.61%

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38.91%

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Hsbc Flexi Cap Fund - Growth Direct Plan

44.63%

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Shriram Flexi Cap Fund Direct - Growth

44.57%

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Union Flexicap Fund - Growth-Direct Plan

38.85%

21.07%

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Nippon India Passive Flexicap Fof Direct Plan Growth

37.97%

19.87%

Kotak Flexicap Fund - Direct Plan - Growth

35.89%

19.26%

17.22%

Bandhan Flexi Cap Fund - Direct Plan Growth

38.43%

19.05%

16.17%

Taurus Flexi Cap Fund - Direct Plan Growth Plan

41.42%

18.96%

13.95%

Navi Flexi Cap Fund Direct Plan Growth

30.72%

18.61%

16.78%

Canara Robeco Flexi Cap Fund Direct Growth

31.83%

18.43%

18.78%

Dsp Flexi Cap Fund - Direct Plan - Growth

38.25%

18.41%

19.6%

Tata Flexi Cap Fund - Direct Plan - Growth Option

37.49%

18.05%

17.18%

Aditya Birla Sun Life Flexi Cap Fund - Growth-Direct Plan

37.66%

17.81%

17.43%

Sbi Flexicap Fund - Direct Plan - Growth

30.59%

17.64%

16.81%

Lic Mf Flexi Cap Fund-Direct Plan-Growth

33.8%

17.2%

15.18%

Pgim India Flexi Cap Fund - Direct Plan - Growth Option - Growth

27.72%

16.11%

21.4%

Axis Flexi Cap Fund Direct Plan Growth

34.07%

15.72%

17.01%

Uti Flexi Cap Fund-Direct Plan-Growth

20.4%

9.81%

15.29%

Iti Flexi Cap Fund - Direct Plan - Growth

54.18%

Invesco India Flexi Cap Fund-Direct Plan - Growth

50.18%

Nippon India Flexicap Fund-Direct Plan-Growth

42.52%

Sundaram Flexi Cap Fund Direct Growth

31.93%

Nj Flexi Cap Fund - Direct Plan Growth

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