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Motilal Oswal Flexi Cap Fund - Regular Idcw Payout

Equity | Flexi - Cap

(NAV as of 15/04/2024)
29.59 (-1.57)

3Y Returns

7.96%

Min SIP

100

Min Lumpsum

500

Expense Ratio

1.77%

Fund Size

9491 Cr

Inception Date

28-Apr-14

Fund Manager

Niket Shah

Exit Load

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

Wealthzi View

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

95.16%

Debt & Others

4.84%

Market Cap Allocation

Large Cap

66.47%

Mid Cap

21.14%

Small Cap

7.15%

Other Cap

5.24%

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

Address

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

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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