Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Category: Equity: Flexi Cap
Launch Date: 08-04-2014
AUM:
₹ 12,770.08 Cr
Expense Ratio
1.91%
Benchmark
NIFTY 500 TRI
ISIN
INF247L01478
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Ajay Khandelwal, Mr. Atul Mehra, Mr. Ankit Agarwal, Mr. Varun Sharma, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | -7.14 | 18.28 | 12.36 |
| NIFTY 500 TRI | 1.09 | 14.13 | 13.39 |
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
55.5564
Last change
0.52 (0.9434%)
Fund Size (AUM)
₹ 12,770.08 Cr
Performance
15.34% (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. Ajay Khandelwal, Mr. Atul Mehra, Mr. Ankit Agarwal, Mr. Varun Sharma, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| KALYAN JEWELLERS INDIA LIMITED EQ | 7.33 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 6.78 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 6.1 |
| Coforge Limited | 5.78 |
| ZOMATO LIMITED EQ | 5.48 |
| Persistent Systems Ltd | 5.36 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.03 |
| Net Receivables / (Payables) | 4.45 |
| WAAREE ENERGIES LIMITED EQ | 4.42 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 3.41 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 28.84 |
| Capital Goods | 16.78 |
| Information Technology | 11.14 |
| Consumer Durables | 9.64 |
| Telecommunication | 6.1 |
| Consumer Services | 5.48 |
| Healthcare | 3.99 |
| Construction | 3.39 |
| Automobile and Auto Components | 3.36 |
| Oil, Gas & Consumable Fuels | 2.76 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Flexi Cap Fund Reg Gr | 12.36 |
| Bank of India Flexi Cap Reg Gr | 18.33 |
| Helios Flexi Cap Fund Reg Gr | 0.0 |
| Quant Flexi Cap Gr | 17.27 |
| Bajaj Finserv Flexi Cap Fund Reg Gr | 0.0 |
| Navi Flexi Cap Reg Gr | 11.95 |
| ITI Flexi Cap Fund Reg Gr | 0.0 |
| ABSL Flexi Cap Gr Reg | 13.56 |
| LICMF Flexi Cap Reg Gr | 11.53 |
| Mirae Asset Flexi Cap Fund Reg Gr | 0.0 |