Motilal Oswal Flexi Cap Fund Direct Growth

Equity
Flexi Cap
Very High Risk
27.64%
3Y annualised
-0.60% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Jul 2025₹69.12
Min. SIP amount₹500
Rating4
Fund size₹13,893.76Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (21)

NameSectorInstrumentAssets
TechnologyEquity11.25%
TechnologyEquity9.57%
Capital GoodsEquity9.43%
ServicesEquity8.95%
Consumer DiscretionaryEquity7.20%
Capital GoodsEquity6.74%
Capital GoodsEquity6.01%
CommunicationPPE5.50%
FinancialEquity5.27%
EnergyEquity5.25%
CommunicationEquity3.18%
ConstructionEquity2.64%
FinancialEquity2.60%
Capital GoodsEquity1.90%
HealthcareEquity1.84%
Capital GoodsEquity1.42%
Capital GoodsEquity0.62%
ServicesEquity0.34%
FinancialEquity0.24%
AutomobileEquity0.11%
NA
NAEquity0.01%
See All

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Returns and rankings

Category: Equity Flexi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns10.7%27.6%21.5%18.8%
Category average0.9%19.1%20.7%NA
Rank with in category2323NA
Understand terms

Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
4
-6.1%27.2%6,143.77
5
7.0%26.4%79,584.54
5
9.5%24.0%1,10,392.32
4
3.2%23.9%5,169.21
4
2.8%22.8%19,364.97

Expense ratio, exit load and tax

Expense ratio: 0.87%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Niket Shah
Jul 2022 - Present
View details

Education
Mr. Shah is a MBA in Finance
Experience
Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.
Also manages these schemes

Rakesh Shetty
Nov 2022 - Present
View details

Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
NA
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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