1M
6M
1Y
3Y
5Y
All
| NAV: 13 Mar 2025 | ₹53.88 |
| Min. SIP amount | Not Supported |
| Rating | 4 |
| Fund size | ₹11,171.69Cr |
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 | 17.4% | 20.3% | 18.1% | 16.7% |
| Category average | 4.6% | 13.0% | 18.7% | NA |
| Rank with in category | 1 | 4 | 29 | NA |
Understand terms
Peer Comparison
| Equity, Flexi Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
HDFC Flexi Cap Fund Growth | 5 | 10.9% | 21.7% | 64,124.15 |
JM Flexicap Fund Growth | 5 | 6.5% | 21.5% | 4,899.24 |
Parag Parikh Flexi Cap Fund Regular Growth | 5 | 12.0% | 17.4% | 88,004.52 |
Franklin India Flexi Cap Fund Growth | 4 | 6.0% | 16.5% | 16,139.31 |
HSBC Flexi Cap Fund Growth | 4 | 4.8% | 15.3% | 4,182.76 |
Holdings (19)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Coforge Ltd. | Technology | Equity | 9.89% |
Polycab India Ltd. | Capital Goods | Equity | 7.57% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 7.24% |
Persistent Systems Ltd. | Technology | Equity | 7.00% |
Trent Ltd. | Services | Equity | 6.51% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 5.64% |
CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 5.38% |
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | Communication | PPE | 4.99% |
Bharti Airtel Ltd. | Communication | Equity | 4.22% |
PG Electroplast Ltd. | Capital Goods | Equity | 3.56% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 3.47% |
Larsen & Toubro Ltd. | Construction | Equity | 2.83% |
ICICI Bank Ltd. | Financial | Equity | 2.69% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 1.75% |
Tube Investments Of India Ltd. | Automobile | Equity | 1.65% |
JIO Financial Services Ltd. | Financial | Equity | 1.39% |
Bharat Electronics Ltd. | Capital Goods | Equity | 0.87% |
Trent Ltd. | Services | Futures | 0.04% |
Coforge Ltd. | Technology | Futures | -0.53% |
See All
Expense ratio, exit load and tax
Expense ratio: 1.74%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 365 days.
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 | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
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
www.karvymfs.comCompare funds
Motilal Oswal Flexi Cap Fund Regular Growth
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Vaishnavi Tech Park, South Tower, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Karnataka
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