Active Stocks
Sat Mar 02 2024 12:29:56
  1. Tata Steel share price
  2. 155.30 3.53%
  1. HDFC Bank share price
  2. 1,430.50 -0.05%
  1. State Bank Of India share price
  2. 773.40 0.53%
  1. ICICI Bank share price
  2. 1,084.60 -0.21%
  1. Axis Bank share price
  2. 1,095.00 -0.40%
Business News/Market/Market Stats/    Motilal Oswal Flexicap Fund Regular Plan Growth

Motilal Oswal Flexicap Fund Regular Plan Growth

+
  • Equity
  • Flexi Cap
  • Rating 2
  • Plan
47.59 +0.74 (1.57%) NAV as on 01 Mar, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)9131.44
  • CAGR 47.31%
  • Exit Load1.00%
  • Expense ratio1.77%
  • CategoryEquity
  • Min Investment500
  • Min SIP500
  • Launch Date2014-04-28

Morning Star Rating 2

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 03 March 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha -4.11%
  • Beta 0.96
  • Sharpe Ratio0.81
  • Std Deviation 12.61%
  • Tracking Error 5.47%

About Fund

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 Regular Plan Growth has an AUM of 9131.44 crores & has delivered CAGR of 14.16% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.77%. The minimum investment in Motilal Oswal Flexicap Fund Regular Plan Growth is Rs 500 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include Jio Financial Services, Tube Investments Of India, Persistent Systems & Cholamandalam Investment & Finance Company.

 

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

 

Some of the similar funds are PGIM India Flexi Cap Fund Regular Growth, DSP Flexi Cap Fund Growth, Bandhan Flexi Cap Fund Growth, Motilal Oswal Flexicap Fund Regular Plan Growth, Nippon India Flexi Cap Fund Regular Growth. Motilal Oswal Flexicap Fund Regular Plan Growth has a sharpe ratio of 0.81 & a standard deviation of 12.61%.

FAQs about Motilal Oswal Flexicap Fund Regular Plan Growth

According to the morning star rating Motilal Oswal Flexicap Fund Regular Plan Growth has a Moderate risk & Exceptional return.
Motilal Oswal Flexicap Fund Regular Plan Growth is managed by Niket Shah,Ankush Sood,Santosh Singh,Rakesh Shetty.
The expense ratio of Motilal Oswal Flexicap Fund Regular Plan Growth is 1.77%.
The 5 year annualized return on Motilal Oswal Flexicap Fund Regular Plan Growth is 14.16% & it has generated 47.31% in the last 1 year.
The minimum investment in Motilal Oswal Flexicap Fund Regular Plan Growth is 500 Rs.
Motilal Oswal Flexicap Fund Regular Plan Growth has an AUM of 9131.44 crores.
Recommended For You