Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Category: Equity: Flexi Cap
Launch Date: 08-04-2014
AUM:
₹ 13,426.99 Cr
Expense Ratio
1.71%
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 | 6.42 | 23.59 | 19.62 |
| NIFTY 500 TRI | -2.55 | 16.27 | 21.42 |
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
61.0736
Last change
-0.64 (-1.0487%)
Fund Size (AUM)
₹ 13,426.99 Cr
Performance
17.48% (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 (%) |
|---|---|
| Coforge Limited | 11.25 |
| Net Receivables / (Payables) | 9.92 |
| Persistent Systems Ltd | 9.57 |
| POLYCAB INDIA LIMITED EQ | 9.43 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 8.95 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 7.2 |
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | 6.74 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 6.01 |
| BHARTI AIRTEL LIMITED EQ PP RS. 1.25/- | 5.5 |
| CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/- | 5.27 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 22.74 |
| Information Technology | 20.82 |
| Consumer Durables | 15.84 |
| Consumer Services | 9.29 |
| Telecommunication | 8.68 |
| Financial Services | 8.11 |
| Construction | 2.64 |
| Healthcare | 1.84 |
| Automobile and Auto Components | 0.11 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Flexi Cap Fund Reg Gr | 19.62 |
| Parag Parikh Flexi Cap Reg Gr | 23.65 |
| Invesco India Flexi Cap Fund Gr | 0.0 |
| HDFC Flexi Cap Gr | 28.42 |
| WhiteOak Capital Flexi Cap Fund Reg Gr | 0.0 |
| Bajaj Finserv Flexi Cap Fund Reg Gr | 0.0 |
| Axis Flexi Cap Reg Gr | 17.32 |
| UTI Flexi Cap Gr | 16.86 |
| Helios Flexi Cap Fund Reg Gr | 0.0 |
| Sundaram Flexicap Fund Reg Gr | 0.0 |