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Motilal Oswal Flexi Cap Fund Direct IDCW+0.44%

54.78%
1 Year Return
Equity
Flexi Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Motilal Oswal Flexi Cap Fund Direct IDCW

RiskVery High
Min SIP Amount₹500
Expense Ratio0.90%
NAV₹23.50 (16 Apr 2021)
Fund Started28 Apr 2014
Fund Size11,873 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
54.8%
5.7%
14.0%
19.8%
Category Average
57.7%
9.6%
13.4%
-
Rank Within Category
37
33
23
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 54.8% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 0.9%
Cons
1. Asset under management(AUM) is more than 10000 Crs. Returns tend to go low once AUM exceeds a certain amount
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity9.6%
Vaibhav Global Ltd.Cons DurableEquity7.8%
HDFC Life Insurance Co Ltd.FinancialEquity7.6%
Infosys Ltd.TechnologyEquity6.9%
AU Small Finance Bank Ltd.FinancialEquity5.7%
Housing Development Finance Corpn. Ltd.FinancialEquity5.7%
Tata Consultancy Services Ltd.TechnologyEquity4.8%
Maruti Suzuki India Ltd.AutomobileEquity4.6%
Eicher Motors Ltd.AutomobileEquity4.4%
Gland Pharma Ltd.HealthcareEquity3.8%
See All

Fund Managers

Herin Visaria
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Motilal Oswal Flexi Cap Fund Direct IDCW Details

Motilal Oswal Flexi Cap Fund Direct IDCW is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 28 Apr 2014. Abhiroop Mukherjee, Gautam Sinha Roy, Siddharth Bothra, Swapnil P Mayekar is the Current Fund Manager of Motilal Oswal Flexi Cap Fund Direct IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹11,873 Cr and the Latest NAV as of 16 Apr 2021 is ₹23.50.

The Motilal Oswal Flexi Cap Fund Direct IDCW is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed within 15 days

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.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹500
Min for First Investment
₹500
Min for Second Investment
Exit load of 1% if redeemed within 15 days
Exit Load

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About Motilal Oswal Mutual Fund

Address
Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumba Mumbai 400025
Phone
022-39804263
Launch Date
29 Dec 2009
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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