Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Category: Equity: Flexi Cap
Launch Date: 08-04-2014
AUM:
₹ 13,862.07 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 | 1.89 | 22.25 | 13.87 |
| NIFTY 500 TRI | 10.38 | 16.29 | 15.4 |
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
59.9015
Last change
-0.41 (-0.6786%)
Fund Size (AUM)
₹ 13,862.07 Cr
Performance
16.55% (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 (%) |
|---|---|
| Collateralized Borrowing & Lending Obligation | 18.81 |
| Persistent Systems Ltd | 10.18 |
| Coforge Limited | 9.0 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 7.03 |
| CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/- | 6.73 |
| POLYCAB INDIA LIMITED EQ | 6.53 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 6.15 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 5.55 |
| ZOMATO LIMITED EQ | 5.52 |
| Net Receivables / (Payables) | 4.91 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Information Technology | 19.18 |
| Capital Goods | 12.95 |
| Financial Services | 12.91 |
| Consumer Durables | 10.05 |
| Telecommunication | 9.44 |
| Consumer Services | 6.56 |
| Construction | 2.95 |
| Oil, Gas & Consumable Fuels | 2.24 |
| Automobile and Auto Components | 0.01 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Flexi Cap Fund Reg Gr | 13.87 |
| HDFC Flexi Cap Gr | 21.83 |
| Kotak Flexi Cap Gr | 14.46 |
| ABSL Flexi Cap Gr Reg | 14.76 |
| ICICI Pru Flexicap Gr | 0.0 |
| Tata Flexi Cap Reg Gr | 12.98 |
| Mirae Asset Flexi Cap Fund Reg Gr | 0.0 |
| Helios Flexi Cap Fund Reg Gr | 0.0 |
| Bandhan Flexi Cap Reg Gr | 14.0 |
| Edelweiss Flexi Cap Reg Gr | 16.83 |