Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Category: Equity: Flexi Cap
Launch Date: 08-04-2014
AUM:
₹ 13,671.41 Cr
Expense Ratio
1.72%
Benchmark
NIFTY 500 TRI
ISIN
INF247L01478
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Siddharth Bothra & Mr. Niket Shah
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | 2.89 | 22.7 | 20.01 |
| NIFTY 500 TRI | -1.2 | 16.5 | 20.88 |
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
64.0109
Last change
0.29 (0.4463%)
Fund Size (AUM)
₹ 13,671.41 Cr
Performance
17.75% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To achieve the Long-term capital growth & Investment in equity and equity related instruments across sectors and market-capitalization levels
Fund Manager
Mr. Siddharth Bothra & Mr. Niket Shah
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| POLYCAB INDIA LIMITED EQ | 10.37 |
| Coforge Limited | 10.08 |
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | 9.76 |
| Persistent Systems Ltd | 9.7 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 9.68 |
| ZOMATO LIMITED EQ | 8.03 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 7.37 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 6.34 |
| Siemens Energy India Limited | 6.17 |
| CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/- | 6.1 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 24.3 |
| Information Technology | 19.78 |
| Consumer Durables | 18.49 |
| Consumer Services | 17.71 |
| Financial Services | 10.89 |
| Telecommunication | 2.9 |
| Construction | 2.63 |
| Healthcare | 1.69 |
| Automobile and Auto Components | 0.01 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Flexi Cap Fund Reg Gr | 20.01 |
| Parag Parikh Flexi Cap Reg Gr | 22.49 |
| HDFC Flexi Cap Gr | 28.5 |
| Helios Flexi Cap Fund Reg Gr | 0.0 |
| WhiteOak Capital Flexi Cap Fund Reg Gr | 0.0 |
| Bajaj Finserv Flexi Cap Fund Reg Gr | 0.0 |
| Invesco India Flexi Cap Fund Gr | 0.0 |
| Kotak Flexi Cap Gr | 19.34 |
| Mirae Asset Flexi Cap Fund Reg Gr | 0.0 |
| Tata Flexi Cap Reg Gr | 17.21 |