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
Expense Ratio: 0.93% As on (30-04-2021)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 11,888.1 Cr As on (31-05-2021)
Turn over: 40% | Exit Load: 1% for redemption within 15 days

35.1673

19.33%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Volatility 15.09
Sharp Ratio 1.69
Alpha 6.0
Beta 1.11
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 48.21 13.23 8.33 14.12 -
PGIM India Flexi Cap Fund - Regular Plan - Growth Option 05-02-2015 77.33 31.26 20.52 18.36 -
UTI - Flexi Cap Fund-Growth Option 05-08-2005 70.7 27.94 18.11 17.5 15.73
HDFC Flexi Cap Fund - Growth Plan 01-01-1995 67.55 13.43 12.97 14.16 12.39
Franklin India Flexi Cap Fund - Growth 29-09-1994 66.5 19.89 12.46 12.81 14.38
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan 14-08-1998 63.9 20.41 13.58 15.99 15.47
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option 05-01-2015 62.13 17.34 12.83 15.59 -
DSP Flexi Cap Fund - Regular Plan - Growth 29-04-1997 61.8 23.67 17.23 17.55 14.13
Union Flexi Cap Fund - Growth Option 10-06-2011 61.64 22.52 15.97 14.6 11.39
SBI Flexicap Fund - REGULAR PLAN -Growth Option 05-09-2005 60.85 17.21 12.76 14.35 14.97

Scheme Characteristics

Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

9.84%

Large Cap

78.85%

Mid Cap

11.32%

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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