Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

(Erstwhile MOSt Focused Multicap 35-Regular Plan-Growth Option)

Category: Equity: Flexi Cap
Launch Date: 08-04-2014
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.76% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 9,660.38 Cr As on (31-03-2024)
Turn over: 137
NAV as on 29-04-2024

50.1341

0.12 (0.2382%)

CAGR Since Inception

17.54%

NIFTY 500 TRI 12.62%

PERFORMANCE of Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Scheme Performance (%) Data as on - 29-04-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 53.52 16.76 14.15 17.55 17.54
NIFTY 500 TRI 40.32 20.72 17.8 15.9 12.62
Equity: Flexi Cap 40.1 19.32 17.41 16.4 18.9

Yearly Performance (%)

Nav Movement

Fund Managers

Niket Shah, Ankush Sood, Rakesh Shetty

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.

RETURNS CALCULATOR for Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 12.44 0.79 -0.84 0.79 - -
Equity: Flexi Cap - - - - - -

PEER COMPARISION of Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Period
Data as on - 29-04-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 08-04-2014 53.52 24.83 16.76 14.15 17.55
JM Flexicap Fund (Regular) - Growth option 23-09-2008 64.13 35.53 29.32 23.96 20.0
BANK OF INDIA Flexi Cap Fund Regular Plan -Growth 05-06-2020 62.18 29.98 27.67 0.0 0.0
quant Flexi Cap Fund - Growth Option - Regular Plan 01-09-2008 58.93 30.74 31.95 30.63 23.36
ITI Flexi Cap Fund- Regular Plan- Growth 17-02-2023 53.24 0.0 0.0 0.0 0.0
Invesco India Flexi Cap Fund - Growth 14-02-2022 47.92 25.48 0.0 0.0 0.0
Franklin India Flexi Cap Fund - Growth 29-09-1994 45.28 24.48 23.53 19.2 17.45
HSBC Flexi Cap Fund - Regular Growth 24-02-2004 43.79 22.05 20.68 16.76 15.4
HDFC Flexi Cap Fund - Growth Plan 01-01-1995 43.06 27.56 27.45 19.67 17.08
Shriram Flexi Cap Fund - Regular Growth 05-09-2018 42.77 22.21 18.84 14.82 0.0

PORTFOLIO ANALYSIS of Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Asset Allocation (%)