Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Category: Equity: Flexi Cap
Launch Date: 08-04-2014
AUM:
₹ 10,034.65 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 | 54.75 | 17.79 | 15.43 |
| NIFTY 500 TRI | 39.49 | 19.14 | 19.39 |
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
54.2542
Last change
0.41 (0.7579%)
Fund Size (AUM)
₹ 10,034.65 Cr
Performance
18.22% (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. | 10.81 |
| Tube Investments Of India Ltd. | 7.66 |
| Persistent Systems Ltd. | 7.48 |
| Polycab India Ltd. | 7.39 |
| Zomato Ltd. | 6.25 |
| Kalyan Jewellers India Ltd. | 5.42 |
| Coforge Ltd. | 5.2 |
| Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | 4.66 |
| Cholamandalam Investment and Finance Company Ltd. | 4.64 |
| Hindustan Aeronautics Ltd. | 3.72 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 20.94 |
| Capital Goods | 13.6 |
| Services | 13.42 |
| Technology | 12.68 |
| Automobile | 10.75 |
| Communication | 10.51 |
| Consumer Discretionary | 6.43 |
| Construction | 5.5 |
| Others | 2.39 |
| Chemicals | 2.18 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Flexi Cap Fund Reg Gr | 15.43 |
| Bank of India Flexi Cap Reg Gr | 0.0 |
| JM Flexi Cap Gr | 26.15 |
| Quant Flexi Cap Gr | 32.84 |
| ITI Flexi Cap Fund Reg Gr | 0.0 |
| Invesco India Flexi Cap Fund Gr | 0.0 |
| HSBC Flexi Cap Gr | 19.41 |
| Shriram Flexi Cap Reg Gr | 15.85 |
| Taurus Flexi Cap Reg Gr | 14.81 |
| Edelweiss Flexi Cap Reg Gr | 19.61 |