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| NAV: 18 Jul 2025 | ₹69.12 |
| Min. SIP amount | ₹500 |
| Rating | 4 |
| 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)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Coforge Ltd. | Technology | Equity | 11.25% |
Persistent Systems Ltd. | Technology | Equity | 9.57% |
Polycab India Ltd. | Capital Goods | Equity | 9.43% |
Trent Ltd. | Services | Equity | 8.95% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 7.20% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 6.74% |
CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 6.01% |
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | Communication | PPE | 5.50% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 5.27% |
Siemens Energy India Ltd. | Energy | Equity | 5.25% |
Bharti Airtel Ltd. | Communication | Equity | 3.18% |
Larsen & Toubro Ltd. | Construction | Equity | 2.64% |
ICICI Bank Ltd. | Financial | Equity | 2.60% |
PG Electroplast Ltd. | Capital Goods | Equity | 1.90% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 1.84% |
Kaynes Technology India Ltd. | Capital Goods | Equity | 1.42% |
Suzlon Energy Ltd. | Capital Goods | Equity | 0.62% |
Eternal Ltd. | Services | Equity | 0.34% |
JIO Financial Services Ltd. | Financial | Equity | 0.24% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 0.11% |
NA | NA | Equity | 0.01% |
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
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 10.7% | 27.6% | 21.5% | 18.8% |
| Category average | 0.9% | 19.1% | 20.7% | NA |
| Rank with in category | 2 | 3 | 23 | NA |
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Peer Comparison
| Equity, Flexi Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
JM Flexicap Fund Direct Plan Growth | 4 | -6.1% | 27.2% | 6,143.77 |
HDFC Flexi Cap Direct Plan Growth | 5 | 7.0% | 26.4% | 79,584.54 |
Parag Parikh Flexi Cap Fund Direct Growth | 5 | 9.5% | 24.0% | 1,10,392.32 |
HSBC Flexi Cap Fund Direct Growth | 4 | 3.2% | 23.9% | 5,169.21 |
Franklin India Flexi Cap Fund Direct Growth | 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%.
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Check past data
Fund management
Ajay KhandelwalOct 2024 - PresentView details
Ajay Khandelwal
Oct 2024 - Present
View details
Education
Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
Also manages these schemes
Niket ShahJul 2022 - PresentView details
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 ShettyNov 2022 - PresentView details
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
Atul MehraOct 2024 - PresentView details
Atul Mehra
Oct 2024 - Present
View details
Education
Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd
Also manages these schemes
Sunil SawantJul 2024 - PresentView details
Sunil Sawant
Jul 2024 - Present
View details
Education
Mr. Sawant has done M.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Sharekhan, Aditya Birla and Angel Broking
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
NAWebsite
www.motilaloswalmf.com
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
Motilal Oswal Flexi Cap Fund Direct Growth
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