Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

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Category: Equity: Flexi Cap
Launch Date: 08-04-2014
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.88% As on (31-05-2022)
Status: Open Ended Schemes for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 9,046.06 Cr As on (31-05-2022)
Turn over: 40.00
NAV as on 24-06-2022

29.5967

0.28 (0.9616%)

CAGR Since Inception

14.29%

NIFTY 500 TRI 16.02%

PERFORMANCE of Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Scheme Performance (%) Data as on - 24-06-2022

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option -10.95 4.2 4.53 - 14.29
NIFTY 500 TRI -0.63 12.5 10.83 13.79 16.02
Equity: Flexi Cap -2.05 12.03 9.81 13.85 10.28

Yearly Performance (%)

Nav Movement

Fund Managers

Siddharth Bothra,Ankush Sood

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.

RETURNS CALCULATOR for Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 15.06 0.18 -8.27 0.95 - -
Equity: Flexi Cap - - - - - -

PEER COMPARISION of Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Period
Data as on - 24-06-2022
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 08-04-2014 -10.95 13.47 4.2 4.53 0.0
HDFC Flexi Cap Fund - Growth Plan 01-01-1995 7.42 32.4 11.18 10.52 14.12
Parag Parikh Flexi Cap Fund - Regular Plan - Growth 05-05-2013 3.5 27.37 20.33 16.21 0.0
JM Flexicap Fund (Regular) - Growth option 23-09-2008 3.46 25.06 14.08 10.28 15.28
Franklin India Flexi Cap Fund - Growth 29-09-1994 2.01 29.62 13.75 9.98 14.99
IDBI Flexi Cap Fund Growth Regular 28-03-2014 1.75 24.68 13.81 9.19 0.0
quant Flexi Cap Fund - Growth Option - Regular Plan 01-09-2008 -0.2 44.92 26.94 15.37 17.01
SBI Flexicap Fund - REGULAR PLAN -Growth Option 05-09-2005 -0.65 25.7 11.25 10.02 15.75
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option 05-01-2015 -0.68 26.41 11.21 10.5 0.0
Union Flexi Cap Fund - Growth Option 10-06-2011 -0.74 26.26 14.51 11.03 12.29

PORTFOLIO ANALYSIS of Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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Member Code: 32262
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ARN: 160300