Motilal Oswal Flexicap Fund Regular Plan Growth
- Flexi Cap
- Equity
- Very High Risk
Explore On
Rating:
3
Key Metrics
Aum
₹12,936.51 Cr
Expense Ratio
1.71%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
28 Apr 2014
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +4.34% | -- |
| 3 Months | +7.69% | -- |
| 6 Months | -2.28% | -- |
| 1 Year | -6.4% | -6.4% |
| 2 Years | -- | +1.97% |
| 3 Years | +65.15% | +18.2% |
| 5 Years | +74.45% | +11.77% |
| Since Launch | +490% | +15.66% |
Holdings as on 10 July 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| CG Power and Industrial Solutions | 853.23 | 6.60 |
| Kalyan Jewellers India | 808.89 | 6.25 |
| Eternal | 689.10 | 5.33 |
| Net Receivables / (Payables) | 686.65 | 5.31 |
| Coforge | 627.81 | 4.85 |
| Persistent Systems | 597.70 | 4.62 |
| Waaree Energies | 534.23 | 4.13 |
| Shriram Finance | 533.31 | 4.12 |
| Ather Energy | 501.59 | 3.88 |
| Multi Commodity Exchange Of India | 472.72 | 3.65 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.69
Sharpe Ratio
17.35%
Std. Deviation
5.47%
Tracking Error
-4.11%
Alpha
0.96
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Motilal Oswal Flexicap Fund Regular Plan Growth | -6.4% | +18.2% | +11.77% |
| Franklin India Flexi Cap Fund Growth | -4.06% | +13.67% | +13.57% |
| DSP Flexi Cap Fund Growth | -1.05% | +12.71% | +10.66% |
| Canara Robeco Flexi Cap Fund Growth | -1.74% | +11.54% | +10.66% |
| Axis Flexi Cap Fund Regular Growth | +0.92% | +12.55% | +9.73% |
Results are calculated on CAGR basis
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 12936.51 crores & has delivered CAGR of 11.77 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.71%. 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 Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include CG Power and Industrial Solutions, Kalyan Jewellers India, Eternal, Net Receivables / (Payables).
The major sectors where the fund is invested are Electronic Instr. & Controls, Software & Programming, Consumer Financial Services, Investment Services.
Some of the similar funds are Motilal Oswal Flexicap Fund Regular Plan Growth, Franklin India Flexi Cap Fund Growth, DSP Flexi Cap Fund Growth, Canara Robeco Flexi Cap Fund Growth, Axis Flexi Cap Fund Regular Growth. Motilal Oswal Flexicap Fund Regular Plan Growth has a sharpe ratio of 0.69 & a standard deviation of 17.35%.
FAQs
According to the morning star rating Motilal Oswal Flexicap Fund Regular Plan Growth has a Medium risk & High return.
Motilal Oswal Flexicap Fund Regular Plan Growth is managed by Varun Sharma,Swapnil Mayekar,Ajay Khandelwal,Ankit Agarwal,Rakesh Shetty,Atul Mehra.
The expense ratio of Motilal Oswal Flexicap Fund Regular Plan Growth is 1.71%.
The 5 year annualized return on Motilal Oswal Flexicap Fund Regular Plan Growth is 11.77% & it has generated -6.40% 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 12936.51 crores.
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