Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Category: Equity: Flexi Cap
Launch Date: 08-04-2014
AUM:
₹ 10,012.54 Cr
Expense Ratio
1.76%
Benchmark
NIFTY 500 TRI
ISIN
INF247L01478
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
1000
Fund Manager
Niket Shah, Ankush Sood, Rakesh Shetty
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | 48.28 | 16.85 | 14.81 |
| NIFTY 500 TRI | 33.91 | 19.08 | 18.78 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
49.7099
Last change
-0.11 (-0.2309%)
Fund Size (AUM)
₹ 10,012.54 Cr
Performance
17.37% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The Scheme seeks to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.
Fund Manager
Niket Shah, Ankush Sood, Rakesh Shetty
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| JIO Financial Services Ltd. | 11.86 |
| Persistent Systems Ltd. | 7.4 |
| Tube Investments Of India Ltd. | 7.29 |
| Polycab India Ltd. | 6.23 |
| Zomato Ltd. | 5.79 |
| Kalyan Jewellers India Ltd. | 5.38 |
| Coforge Ltd. | 5.35 |
| Indus Towers Ltd. | 4.78 |
| Cholamandalam Investment and Finance Company Ltd. | 4.47 |
| Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | 3.97 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 22.26 |
| Services | 13.24 |
| Technology | 12.75 |
| Communication | 11.39 |
| Capital Goods | 10.95 |
| Automobile | 10.02 |
| Consumer Discretionary | 6.62 |
| Construction | 5.39 |
| Others | 3.37 |
| Chemicals | 2.43 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Flexi Cap Fund Reg Gr | 14.81 |
| JM Flexi Cap Gr | 24.03 |
| BANK OF INDIA Flexi Cap Reg Gr | 0.0 |
| Quant Flexi Cap Gr | 31.49 |
| ITI Flexi Cap Fund Reg Gr | 0.0 |
| Invesco India Flexi Cap Fund Gr | 0.0 |
| Franklin India Flexi Cap Gr | 20.09 |
| HDFC Flexi Cap Gr | 20.81 |
| HSBC Flexi Cap Gr | 18.16 |
| Shriram Flexi Cap Reg Gr | 14.94 |