Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Category: Equity: Flexi Cap
Launch Date: 08-04-2014
AUM:
₹ 13,051.17 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 | 11.14 | 27.01 | 21.01 |
| NIFTY 500 TRI | 3.41 | 20.75 | 22.88 |
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
63.0531
Last change
0.13 (0.2078%)
Fund Size (AUM)
₹ 13,051.17 Cr
Performance
17.93% (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 (%) |
|---|---|
| TRP_020625 | 17.15 |
| COFORGE LIMITED EQ | 10.67 |
| Persistent Systems Ltd | 9.52 |
| POLYCAB INDIA LIMITED EQ | 8.93 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 7.75 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 6.46 |
| Net Receivables / (Payables) | 6.41 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 6.04 |
| CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/- | 5.53 |
| BHARTI AIRTEL LIMITED EQ PP RS. 1.25/- | 5.38 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Information Technology | 20.19 |
| Capital Goods | 15.4 |
| Consumer Durables | 9.98 |
| Consumer Services | 9.21 |
| Financial Services | 8.52 |
| Telecommunication | 8.52 |
| Construction | 2.82 |
| Healthcare | 1.73 |
| Fast Moving Consumer Goods | 0.54 |
| Automobile and Auto Components | 0.11 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Flexi Cap Fund Reg Gr | 21.01 |
| Parag Parikh Flexi Cap Reg Gr | 25.27 |
| HDFC Flexi Cap Gr | 29.19 |
| Tata Flexi Cap Reg Gr | 19.34 |
| Invesco India Flexi Cap Fund Gr | 0.0 |
| WhiteOak Capital Flexi Cap Fund Reg Gr | 0.0 |
| UTI Flexi Cap Gr | 18.04 |
| ABSL Flexi Cap Gr Reg | 22.18 |
| Sundaram Flexicap Fund Reg Gr | 0.0 |
| PGIM India Flexi Cap Reg Gr | 21.54 |