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  • Motilal Oswal Flexi Cap Fund

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Previously called: Motilal Oswal Multicap 35 Direct-G

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NAV as of(Aug 31, 2021)

38.25 0.5 % 1-D Change

Returns since inception

Returns

20.11% p.a.

ETMONEYs Fund Report Card - Motilal Oswal Flexi Cap Fund

share Share

ETMONEY Rank

27

Out of 28

ranking

Performance Quality info

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Generated returns consistently

2/5

Increased returns for each unit of additional risk info

1/5

Downside Protection info

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Controlled losses during market corrections

1/5

Delivered returns without frequent ups and downs

3/5

Minimum SIP amount is ₹

of every month

Please select SIP day

Minimum Lumpsum amount is ₹

This fund is non-buyable

This fund is no longer available to invest

This fund vs

  • Category Avg
  • Gold

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Scheme Details

About this Fund

Motilal Oswal Flexi Cap Fund Direct-Growth is a Multi Cap mutual fund scheme from Motilal Oswal Mutual Fund. This fund has been in existence for 7 yrs 4 m, having been launched on 07/04/2014. Motilal Oswal Flexi Cap Fund Direct-Growth has ₹11,961 Crores worth of assets under management (AUM) as on 30/06/2021 and is medium-sized fund of its category. The fund has an expense ratio of 0.86%, which is close to what most other Multi Cap funds charge.

  • Motilal Oswal Flexi Cap Fund Direct-Growth returns of last 1-year are 43.34%. Since launch, it has delivered 20.03% average annual returns. The fund has doubled the money invested in it every 2 yrs.
  • Motilal Oswal Flexi Cap Fund Direct-Growth schemes ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is low.
  • The fund has the majority of its money invested in Financial, Technology, Automobile, Insurance, Healthcare sectors. It has taken less exposure in Financial, Technology sectors compared to other funds in the category.
  • The funds top 5 holdings are in Vaibhav Global Ltd., HDFC Bank Ltd., Infosys Ltd., Gland Pharma Ltd., Housing Development Finance Corpn. Ltd..

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You would have earned ₹ 1,001 more by investing in ETMONEY Direct Plan

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This fund

Category Average

Bank FD

Gold

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Latest Asset & Portfolio Allocation

as on Jul 31, 2021

  • Equity99.61%
  • Debt0.62%
  • Other-0.23%
  • Top Stock Holdings
  • Allocation by Market Cap
  • Allocation by Sector

Top Stock Holdings

Vaibhav Global Ltd. 7.76%

  • Top Debt Holdings
  • Allocation by Credit Quality
  • Allocation by Instruments

Allocation by Credit Quality

Bifurcation by Credit Quality is not available for this fund

Allocation by Instruments

Other Holdings

Bifurcation by Holding is not available for this fund

Comparison with multi cap Funds

as on Sep 01, 2021

Lowest
-1.06%

Highest
7.72%

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Trailing Returns and Ranks

as on Sep 01, 2021

PeriodTrailing returnsCategory averageRank within category
1 month3.62%4.11%29 / 42
3 months10.17%12.22%36 / 41
6 months13.92%20.15%37 / 39
1 year41.37%56.82%35 / 36
3 years10.7%16.38%26 / 27
5 years13.43%16.05%21 / 25

Riskometer

Level of Risk in the Scheme

Very

Investors understand that their principal will be at Very High risk

Motilal Oswal Flexi Cap Fund

EQUITY MULTI CAP

Investment objective

The Scheme seeks to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.

Performance Ratios

  • Std. Dev : 22.59
  • Alpha : -3.81
  • Beta : 0.97
  • Sharpe : 0.33
  • Sortino : 0.35

Fund Manager

  • Profile

    Siddharth Bothra

    Mr. Bothra has done his Post Graduate Program (PGP) from Indian School of Business (ISB), Hyderabad, which included an international MBA exchange program with NYU Stern Leonard N. Stern School of Business, New York.

    Prior to joining Motilal Oswal AMC he had an extensive stint with Motilal Oswal Securities ltd. as senior analyst in the institutional equities division covering various sectors. During his stint with Motilal Oswal Securities ltd. Mr. Bothra won various recognition such as: ZEE Business TV - Indias Best Analyst Awards 2009 Infrastructure, ET Reuters Starmine Awards No.1 Earnings Estimator 2009 Real Estate & No. 2 Stock Picker 2010 Real Estate. Mr. Bothra has also worked with broking outfits like Achemy Share & Stocks and VCK Share & Stocks in the past.

Motilal

Motilal Oswal Mutual Fund

TOTAL AUM:

₹ 29,428 Crs

As on Jun 30, 2021

  • Email: mfservice@motilaloswal.com
  • Phone: 022-39804238 / 1800-200-6626
  • Address: Motilal Oswal Towers - 10th Floor,
    Rahimtullah Sayani Road,
    Opposite Parel ST Depot, Prabhadevi,
    Mumbai, 400025

0

Frequently asked questions

How are the returns of Motilal Oswal Flexi Cap Fund ?

The Motilal Oswal Flexi Cap Fund is a 7 yrs 4 m old fund and has delivered average annual returns of 20.111081194854698% since inception.

Motilal Oswal Flexi Cap Fund Returns

1-Year3-Year5-YearSince Inception
41.37%10.7%13.43%20.111081194854698%

NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.

The NAV of Motilal Oswal Flexi Cap Fund for Aug 31, 2021 is 38.25.

Motilal Oswal Flexi Cap Fund has an ETMONEY Rank of # 27 of 28 and a consistency rating of 2.

This indicates the fund has not generated great returns and even those are not very consistent. You might want to look at other funds in its category.

On ETMONEY, Investing in Motilal Oswal Flexi Cap Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -

  1. Click on the Invest Now Button present on the top right-hand side.
  2. Enter your email id, select whether you want to do a one-time investment or start a SIP and add the amount
  3. Provide few more details needed including the bank account from which you will be making the payment and confirm.
  4. Thats it. Your SIP or one-time investment in Motilal Oswal Flexi Cap Fund is done.

The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.

The Expense Ratio of the direct plan of Motilal Oswal Flexi Cap Fund is 0.86%. .

Redeeming your investments in Motilal Oswal Flexi Cap Fund is super easy. If you have invested in this fund via ETMONEY, just login into the app, go to the investment section and put the redemption request.

If you have invested in Motilal Oswal Flexi Cap Fund from anywhere else, you can go to the fund house website and put a request through it.

AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolios equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesnt update it every day. It is updated only at the end of the month and released within few days of the next month.

The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.

The AUM of Motilal Oswal Flexi Cap Fund is ₹ 11,961 Crs.

The Motilal Oswal Flexi Cap Fund has invested the majority of its money in the stocks of the following companies -

CompanyPercentage of Portfolio
Vaibhav Global Ltd.7.76%
HDFC Bank Ltd.6.62%
Infosys Ltd.6.36%
Gland Pharma Ltd.5.91%
Housing Development Finance Corpn. Ltd.5.66%
AU Financiers India Pvt. Ltd.5.1%
ICICI Bank Ltd.4.85%
Tata Consultancy Services Ltd.4.77%
Maruti Suzuki India Ltd.4.75%
HDFC Standard Life Insurance Company Ltd.4.37%

The Motilal Oswal Flexi Cap Fund has primarily invested in the following sectors

SectorPercentage of Portfolio
Financial40.29%
Technology14.39%
Automobile10.6%
Insurance9.22%
Healthcare8.51%
Consumer Durable7.76%
Construction4.25%
Services2.87%
Chemicals1.73%

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