Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
(Erstwhile MOSt Focused Multicap 35-Regular Plan-Growth Option)
Fund House: Motilal Oswal Mutual Fund| Category: Equity: Flexi Cap |
| Launch Date: 08-04-2014 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 1.76% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 9,660.38 Cr As on (31-03-2024) |
| Turn over: 139% | Exit Load: Exit load of 1% if redeemed within 15 days |
48.9329
-0.78 (-1.5934%)
17.32%
Benchmark: 12.57%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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 5 Months
9 Years 5 Months
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
| Standard Deviation | 12.44 |
| Sharpe Ratio | 0.79 |
| Alpha | -0.84 |
| Beta | 0.79 |
| 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 Regular Plan-Growth Option | 08-04-2014 | 53.14 | 21.83 | 16.25 | 13.57 | - |
| BANK OF INDIA Flexi Cap Fund Regular Plan -Growth | 05-06-2020 | 60.63 | 25.39 | 27.98 | - | - |
| quant Flexi Cap Fund - Growth Option - Regular Plan | 01-09-2008 | 59.8 | 26.24 | 32.77 | 29.63 | 23.09 |
| JM Flexicap Fund (Regular) - Growth option | 23-09-2008 | 57.73 | 29.9 | 27.79 | 22.71 | 19.4 |
| ITI Flexi Cap Fund- Regular Plan- Growth | 17-02-2023 | 49.5 | - | - | - | - |
| Invesco India Flexi Cap Fund - Growth | 14-02-2022 | 45.92 | 21.32 | - | - | - |
| Franklin India Flexi Cap Fund - Growth | 29-09-1994 | 43.1 | 20.63 | 23.11 | 18.39 | 17.18 |
| HSBC Flexi Cap Fund - Regular Growth | 24-02-2004 | 41.46 | 18.11 | 20.51 | 15.86 | 15.16 |
| HDFC Flexi Cap Fund - Growth Plan | 01-01-1995 | 41.3 | 24.19 | 27.21 | 18.94 | 16.89 |
| Edelweiss Flexi Cap Fund - Regular Plan - Growth Option | 05-01-2015 | 40.78 | 19.5 | 21.03 | 17.47 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
7.79%
Others
13.79%
Large Cap
44.14%
Mid Cap
34.29%
