Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Category: Equity: Flexi Cap
Launch Date: 08-04-2014
AUM:
₹ 13,553.82 Cr
Expense Ratio
1.7%
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 | 4.73 | 22.65 | 19.32 |
| NIFTY 500 TRI | 5.01 | 17.04 | 20.56 |
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
63.1265
Last change
0.74 (1.1708%)
Fund Size (AUM)
₹ 13,553.82 Cr
Performance
17.42% (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 | 10.14 |
| ZOMATO LIMITED EQ | 9.61 |
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | 9.41 |
| Coforge Limited | 9.39 |
| Persistent Systems Ltd | 8.9 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 7.54 |
| CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/- | 6.99 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 6.93 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 6.83 |
| Siemens Energy India Limited | 5.5 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 24.03 |
| Information Technology | 18.29 |
| Consumer Durables | 18.25 |
| Consumer Services | 16.54 |
| Financial Services | 11.55 |
| Telecommunication | 2.86 |
| Construction | 2.7 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Flexi Cap Fund Reg Gr | 19.32 |
| Helios Flexi Cap Fund Reg Gr | 0.0 |
| HDFC Flexi Cap Gr | 29.04 |
| ICICI Pru Flexicap Gr | 0.0 |
| Kotak Flexi Cap Gr | 19.36 |
| Mirae Asset Flexi Cap Fund Reg Gr | 0.0 |
| Parag Parikh Flexi Cap Reg Gr | 22.32 |
| Tata Flexi Cap Reg Gr | 17.21 |
| Bajaj Finserv Flexi Cap Fund Reg Gr | 0.0 |
| WhiteOak Capital Flexi Cap Fund Reg Gr | 0.0 |