Motilal Oswal Flexi Cap Fund - Growth - Direct Plan

Other Plans and Options
  • 0.16 %Nav, as on 10-06-2025

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  • Net Change on 10-06-2025

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in 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 Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Motilal Oswal Flexi Cap Fund -Direct Plan-Growth Option 5.90 11.86 16.90 26.91 23.44 18.72
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal Flexi Cap Fund -Direct Plan-Growth Option Apr 28, 2014 16.90 26.91 23.44 0.87 13,023.40
Parag Parikh Flexi Cap Fund - Direct Plan - Growth May 28, 2013 15.16 23.39 27.36 0.63 103,867.95
Kotak Flexicap Fund - Growth - Direct Jan 01, 2013 10.40 21.75 23.39 0.63 52,532.92
UTI Flexi Cap Fund-Growth Option - Direct Jan 02, 2013 Unrated 12.85 14.85 20.40 1.00 25,433.64
quant Flexi Cap Fund - Growth Option-Direct Plan Jan 07, 2013 -3.14 23.83 34.38 0.61 7,153.22
JM Flexicap Fund (Direct) - Growth Option Jan 01, 2013 3.19 28.37 28.92 0.47 5,917.33

Fund Holdings as on 31-May-2025

  • Collateralized Borrowing & Lending Obligation

  • Coforge Limited

  • Persistent Systems Limited

  • Polycab India Limited

  • Kalyan Jewellers India Limited

  • CG Power and Industrial Solutions Limited

  • Net Receivables / (Payables)

  • Trent Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Bharti Airtel Limited

  • Eternal Limited

  • Bharti Airtel Limited

  • Larsen & Toubro Limited

  • ICICI Bank Limited

  • PG Electroplast Limited

  • Max Healthcare Institute Limited

  • Varun Beverages Limited

  • Jio Financial Services Limited

  • Dixon Technologies (India) Limited

  • Mahindra & Mahindra Limited

  • Premier Energies Limited

  • Polycab India Limited June 2025 Future

  • Trent Limited June 2025 Future

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  • Miscellaneous

  • IT - Software

  • Cable

  • Diamond & Jewellery

  • Electric Equipment

  • Retailing

  • Finance - NBFC

  • e-Commerce

  • Telecommunication - Service Provider

  • Engineering - Construction

  • Bank - Private

  • Consumer Durables - Domestic Appliances

  • Hospital & Healthcare Services

  • Consumer Food

  • Consumer Durables - Electronics

  • Automobiles - Passenger Cars

  • Electronics - Components

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Fund Manager

  • Cash

  • Derivatives

  • Equity

  • Rights

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About Motilal Oswal Flexi Cap Fund

Scheme Analysis

Motilal Oswal Flexi Cap Fund is a Equity - Flexi Cap Fund fund and belongs to Motilal Oswal Mutual Fund. It was launched on 28-Apr-2014 and currently has an AUM of ₹13,023.40 crore. Motilal Oswal Flexi Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Motilal Oswal Flexi Cap Fund ended up ₹0.11(0.16%)yesterday to ₹67.5283.

Among its top 3 holdings the fund has exposure to Collateralized Borrowing & Lending Obligation, and

The Motilal Oswal Flexi Cap Fund is managed by Ajay Khandelwal and Niket Shah.

Fund House Contact

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

022 40548002
amc@motilaloswal.com
022-22816161