1M
6M
1Y
3Y
5Y
All
| NAV: 10 Jan 2025 | ₹67.19 |
| Min. SIP amount | ₹500 |
| Rating | 4 |
| Fund size | ₹12,563.85Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity Flexi Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 36.8% | 20.7% | 18.6% | 19.5% |
| Category average | 15.4% | 13.0% | 16.9% | NA |
| Rank with in category | 1 | 4 | 20 | NA |
Understand terms
Peer Comparison
| Equity, Flexi Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
JM Flexicap Fund Direct Plan Growth | 5 | 28.0% | 24.1% | 4,531.48 |
HDFC Flexi Cap Direct Plan Growth | 4 | 20.8% | 22.2% | 66,225.06 |
Franklin India Flexi Cap Fund Direct Growth | 4 | 18.4% | 17.0% | 18,251.58 |
Parag Parikh Flexi Cap Fund Direct Growth | 5 | 21.9% | 16.7% | 82,441.08 |
Union Flexi Cap Fund Direct Growth | 4 | 12.8% | 12.7% | 2,354.86 |
Holdings (16)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Coforge Ltd. | Technology | Equity | 10.57% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 10.04% |
Polycab India Ltd. | Capital Goods | Equity | 9.95% |
Trent Ltd. | Services | Equity | 9.88% |
Persistent Systems Ltd. | Technology | Equity | 9.81% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 7.43% |
JIO Financial Services Ltd. | Financial | Equity | 7.38% |
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | Communication | PPE | 4.47% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 4.05% |
PG Electroplast Ltd. | Capital Goods | Equity | 3.73% |
Bharti Airtel Ltd. | Communication | Equity | 3.62% |
Larsen & Toubro Ltd. | Construction | Equity | 2.74% |
Tube Investments Of India Ltd. | Automobile | Equity | 2.72% |
ICICI Bank Ltd. | Financial | Equity | 2.43% |
Zomato Ltd. | Services | Equity | 2.05% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 1.71% |
See All
Expense ratio, exit load and tax
Expense ratio: 0.86%
Inclusive of GST
Exit load
Exit load of 1% if redeemed within 1 year.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
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
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
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
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