Motilal Oswal Flexicap Fund Direct Plan Growth

• Alpha -3.19%
• Beta 0.96
• Sharpe Ratio0.73
• Std Deviation 17.05%
• Tracking Error 5.47%

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in equity & equity related instruments across sectors and market-capitalization levels. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

The Motilal Oswal Flexicap Fund Direct Plan Growth has an AUM of 11679.28 crores & has delivered CAGR of 13.52% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.81%. The minimum investment in Motilal Oswal Flexicap Fund Direct Plan Growth is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & High respectively.

The top holdings of the fund include Kalyan Jewellers India, CG Power and Industrial Solutions, Bharti Airtel & Coforge.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Electronic Instr. & Controls & Consumer Financial Services.

Some of the similar funds are Motilal Oswal Flexicap Fund Direct Plan Growth, DSP Flexi Cap Fund Direct Plan Growth, Canara Robeco Flexi Cap Fund Direct Plan Growth Option, Axis Flexi Cap Fund Direct Growth, Nippon India Flexi Cap Fund Direct Growth. Motilal Oswal Flexicap Fund Direct Plan Growth has a sharpe ratio of 0.73 & a standard deviation of 17.05%.