Motilal Oswal Flexi Cap Fund Direct Growth

Equity
Flexi Cap
Very High Risk
10.76%
3Y annualised
+2.18% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Oct 2022₹36.81
Min. SIP amount₹500
Rating1
Fund size₹9,490.59Cr

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
1Y3Y5YAll
Fund returns-4.5%10.8%6.7%16.7%
Category average-1.2%17.1%11.2%NA
Rank with in category574934NA
Understand terms

Holdings (29)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity7.5%
ICICI Bank Ltd.FinancialEquity7.5%
Maruti Suzuki India Ltd.AutomobileEquity6.7%
Tube Investments Of India Ltd.AutomobileEquity5.4%
Reliance Industries Ltd.EnergyEquity5.2%
Infosys Ltd.TechnologyEquity5.2%
State Bank of IndiaFinancialEquity4.8%
AU Small Finance Bank Ltd.FinancialEquity4.1%
Vaibhav Global Ltd.Consumer DiscretionaryEquity3.8%
Housing Development Finance Corpn. Ltd.FinancialEquity3.6%
See All

Pros and cons

Category: Equity Flexi Cap

Pros

Cons

Lower expense ratio: 0.93%
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Low rating: 1

Expense ratio, exit load and tax

Expense ratio: 0.93%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 15 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

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

Abhiroop Mukherjee
Apr 2014 - Present
View details

Education
Mr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management.
Experience
Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai.
Also manages these schemes

Siddharth Bothra
May 2021 - Present
View details

Education
Mr. Bothra has done his Post Graduate Program (PGP) from Indian School of Business (ISB), Hyderabad, which included an international MBA exchange program with NYU Stern Leonard N. Stern School of Business, New York.
Experience
Prior to joining Motilal Oswal AMC he had an extensive stint with Motilal Oswal Securities ltd. as senior analyst in the institutional equities division covering various sectors. During his stint with Motilal Oswal Securities ltd. Mr. Bothra won various recognition such as: ZEE Business TV - India's Best Analyst Awards 2009 Infrastructure, ET Reuters Starmine Awards No.1 Earnings Estimator 2009 Real Estate & No. 2 Stock Picker 2010 Real Estate. Mr. Bothra has also worked with broking outfits like Achemy Share & Stocks and VCK Share & Stocks in the past.
Also manages these schemes

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

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
Website
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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