Motilal Oswal Flexi Cap Fund Direct Plan-Growth Option
(Erstwhile MOSt Focused Multicap 35-Direct Plan-Growth Option)
Fund House: Motilal Oswal Mutual Fund| Category: Equity: Flexi Cap |
| Launch Date: 28-04-2014 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 0.87% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 12,957.54 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: 1.28% | Exit Load: Yes |
65.6102
-0.26 (-0.4036%)
16.74%
Benchmark: 11.88%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 3 Months
9 Years 2 Months
9 Years 8 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
To achieve the Long-term capital growth & Investment in equity and equity related instruments across sectors and market-capitalization levels
Current Asset Allocation (%)
Indicators
| Standard Deviation | 17.38 |
| Sharpe Ratio | 0.79 |
| Alpha | 5.0 |
| Beta | 0.94 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Flexi Cap Fund Direct Plan-Growth Option | 28-04-2014 | -6.88 | 3.15 | 18.84 | 12.91 | 13.35 |
| Quant Flexi Cap Fund - Growth Option - Regular Plan | 01-09-2008 | 10.48 | 0.81 | 17.96 | 15.84 | 19.16 |
| Helios Flexi Cap Fund - Regular Plan - Growth Option | 13-11-2023 | 8.31 | 6.75 | - | - | - |
| Navi Flexi Cap Fund - Regular Plan - Growth | 02-07-2018 | 8.1 | 3.8 | 11.74 | 11.62 | - |
| Bank Of India Flexi Cap Fund Regular Plan -Growth | 05-06-2020 | 7.83 | 2.35 | 20.49 | 16.23 | - |
| ITI Flexi Cap Fund- Regular Plan- Growth | 17-02-2023 | 7.61 | 4.27 | 18.7 | - | - |
| LIC MF Flexi Cap Fund-Regular Plan-Growth | 15-04-1993 | 7.13 | 1.25 | 12.09 | 11.27 | 11.07 |
| ICICI Prudential FlexiCap Fund - Growth | 07-07-2021 | 6.7 | 5.47 | 15.97 | - | - |
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | 14-08-1998 | 5.6 | 6.5 | 15.69 | 12.59 | 14.06 |
| Bajaj FInserv Flexi Cap Fund -Regular Plan-Growth | 01-08-2023 | 4.9 | 5.02 | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
14.1%
Others
5.3%
Large Cap
34.48%
Mid Cap
46.12%
