Motilal Oswal Flexi Cap Fund Growth

Motilal Oswal Flexi Cap Fund Growth

+18.04%
3Y annualised
+0.93% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Jun '26
₹57.11
Min. for SIP
₹500
Fund size (AUM)
₹12,770.08 Cr
Expense ratio
1.90%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹58,157
-3.07%
3 years₹1,80,000₹1,97,114
+9.51%
5 years₹3,00,000₹4,03,358
+34.45%
10 years₹6,00,000₹10,95,997
+82.67%

Holdings (31)

NameSectorInstrumentsAssets
Kalyan Jewellers India LtdConsumer DiscretionaryEquity7.36%
CG Power & Industrial Solutions LtdIndustrialsEquity6.43%
Zomato LtdTechnologyEquity5.32%
Coforge LtdTechnologyEquity5.27%
Bharti Airtel LtdTechnologyEquity5.17%
Persistent Systems LtdTechnologyEquity4.56%
Shriram Transport Finance Company LtdFinancialEquity4.13%
Waaree Energies Ltd.Energy & UtilitiesEquity4.05%
Larsen & Toubro LtdIndustrialsEquity4.04%
ICICI Bank LtdFinancialEquity3.86%
Ather Energy Ltd.Consumer DiscretionaryEquity3.81%
Multi Commodity Exchange Of India LtdFinancialEquity3.72%
Indusind Bank LtdFinancialEquity3.61%
Apollo Hospitals Enterprise LtdHealthcareEquity3.03%
State Bank of IndiaFinancialEquity2.83%
HDFC Asset Management Company LtdFinancialEquity2.82%
Bharat Electronics LtdIndustrialsEquity2.77%
DEWAN HOUSING FINANCE CORP. LTD. EQFinancialEquity2.75%
Polycab India LtdIndustrialsEquity2.65%
PG Electroplast LtdIndustrialsEquity2.60%
Suzlon Energy LtdIndustrialsEquity2.46%
Ashok Leyland LtdIndustrialsEquity2.37%
Interglobe Aviation LtdIndustrialsEquity2.36%
Samvardhana Motherson International LtdConsumer DiscretionaryEquity2.28%
Onesource Specialty Pharma LtdHealthcareEquity2.20%
Radico Khaitan LtdConsumer StaplesEquity1.75%
Aditya Infotech Ltd.TechnologyEquity1.69%
Siemens LtdDiversifiedEquity1.37%
Reverse Repo/CBLOUnspecifiedReverse Repo/CBLO1.24%
ICICI Prudential Asset Management Company Ltd.FinancialEquity1.01%
Net ReceivablesUnspecifiedNet Receivables0.47%
See All

Minimum investments

Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+18.0%+11.7%+12.3%+15.5%
Category average (Equity Flexi Cap)+16.0%+15.6%+13.5%--
Rank (Equity Flexi Cap)72422--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 365 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

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%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
HSBC Flexi Cap Fund Growth
HSBC Flexi Cap Fund Growth
+3.18%+17.31%5,405.12
HDFC Flexi Cap Fund Growth
HDFC Flexi Cap Fund Growth
-0.52%+17.01%1,00,479.23
Aditya Birla Sun Life Flexi Cap Fund Growth
Aditya Birla Sun Life Flexi Cap Fund Growth
+4.06%+15.87%25,631.51
Parag Parikh Flexi Cap Fund Growth
Parag Parikh Flexi Cap Fund Growth
-0.89%+14.61%1,40,949.13
Franklin India Flexi Cap Fund Growth
Franklin India Flexi Cap Fund Growth
-5.16%+14.04%19,049.25
Compare

Fund management

AA
Ankit Agarwal
Jan 2026 - Present
View details

Education
Mr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.
Experience
Prior to joining Motilal Oswal Mutual Fund he has worked with UTI Mutual Fund, Centrum Capital Ltd as Senior Vice President - Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..

RS
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

VS
Varun Sharma
Jan 2026 - Present
View details

Education
Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.
Experience
Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.

SPM
Swapnil P Mayekar
Nov 2025 - Present
View details

Education
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Also manages these schemes

About Motilal Oswal Flexi Cap Fund Growth

Motilal Oswal Flexi Cap Fund Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Ankit Agarwal is the Current Fund Manager of Motilal Oswal Flexi Cap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,43,825 Cr and the Latest NAV as of 05 Jun 2026 is ₹57.11. The Motilal Oswal Flexi Cap Fund 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 365 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.
Fund benchmarkNIFTY 500 Total Return Index

Fund house

Rank (total assets)#19 in India
Total AUM₹1,43,824.90 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mail--
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
CustodianCitibank NA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,