Fund Details
Motilal Oswal Flexi Cap Fund Direct Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.90% |
| NAV | ₹33.42 (16 Apr 2021) |
|---|---|
| Fund Started | 28 Apr 2014 |
| Fund Size | ₹11,873 Cr |
Returns
Comparison
1. Lower expense ratio - 0.9%
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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 9.6% |
| Vaibhav Global Ltd. | Cons Durable | Equity | 7.8% |
| HDFC Life Insurance Co Ltd. | Financial | Equity | 7.6% |
| Infosys Ltd. | Technology | Equity | 6.9% |
| AU Small Finance Bank Ltd. | Financial | Equity | 5.7% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 5.7% |
| Tata Consultancy Services Ltd. | Technology | Equity | 4.8% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 4.6% |
| Eicher Motors Ltd. | Automobile | Equity | 4.4% |
| Gland Pharma Ltd. | Healthcare | Equity | 3.8% |
Fund Managers
Motilal Oswal Flexi Cap Fund Direct Growth Details
Motilal Oswal Flexi Cap Fund Direct Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹11,873 Cr and the Latest NAV as of 16 Apr 2021 is ₹33.42.
The Motilal Oswal Flexi Cap Fund Direct Growth 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.
