Fund Details
Motilal Oswal Flexi Cap Fund Regular Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.78% |
| NAV | ₹33.85 (22 Jul 2021) |
|---|---|
| Fund Started | 28 Apr 2014 |
| Fund Size | ₹11,884 Cr |
Returns
Comparison
1. Lower expense ratio - 1.79%
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
4. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Vaibhav Global Ltd. | Consumer Durable | Equity | 7.5% |
| HDFC Bank Ltd. | Financial | Equity | 7.0% |
| Infosys Ltd. | Technology | Equity | 6.3% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 5.8% |
| Gland Pharma Ltd. | Healthcare | Equity | 5.2% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 5.2% |
| Tata Consultancy Services Ltd. | Technology | Equity | 5.1% |
| AU Small Finance Bank Ltd. | Financial | Equity | 4.8% |
| Eicher Motors Ltd. | Automobile | Equity | 4.6% |
| HDFC Life Insurance Co Ltd. | Financial | Equity | 4.5% |
Fund Managers
Motilal Oswal Flexi Cap Fund Regular Growth Details
Motilal Oswal Flexi Cap Fund Regular 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 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹11,884 Cr and the Latest NAV as of 22 Jul 2021 is ₹33.85.
The Motilal Oswal Flexi Cap Fund Regular 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.
