Motilal Oswal Flexicap Fund Regular Plan Growth

• Alpha -4.11%
• Beta 0.96
• Sharpe Ratio0.79
• Std Deviation 12.44%
• 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 Regular Plan Growth has an AUM of 9660.38 crores & has delivered CAGR of 13.57% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.75%. 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, PERSISTENT SYSTEMS ORD, Tube Investments Of India & Kalyan Jewellers India.

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

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 0.79 & a standard deviation of 12.44%.