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: 1.73% As on (30-11-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 12,023.89 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: 125% | Exit Load: 1% - If redeemed on or before 1 Year from the date of allotment for Subscription received Wef 10-July-2024, Nil - If redeemed after 1 Year from the date of allotment. |
63.7919
0.77 (1.2075%)
19.14%
Benchmark: 12.79%
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 5 Months
9 Years 5 Months
10 Years 0 Months
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 | 14.08 |
| Sharpe Ratio | 0.89 |
| Alpha | 4.4 |
| Beta | 0.89 |
| 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 | 51.64 | 35.35 | 23.09 | 19.16 | 15.33 |
| Invesco India Flexi Cap Fund - Growth | 05-02-2022 | 41.64 | 32.91 | - | - | - |
| JM Flexicap Fund (Regular) - Growth option | 23-09-2008 | 41.59 | 36.43 | 27.71 | 25.48 | 17.32 |
| BANK OF INDIA Flexi Cap Fund Regular Plan -Growth | 05-06-2020 | 38.38 | 34.0 | 24.02 | - | - |
| HSBC Flexi Cap Fund - Regular Growth | 24-02-2004 | 38.04 | 30.03 | 19.48 | 21.31 | 13.39 |
| 360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH | 04-06-2023 | 37.58 | - | - | - | - |
| Edelweiss Flexi Cap Fund - Regular Plan - Growth Option | 05-01-2015 | 36.91 | 27.27 | 20.12 | 21.33 | - |
| Helios Flexi Cap Fund - Regular Plan - Growth Option | 13-11-2023 | 36.63 | - | - | - | - |
| ITI Flexi Cap Fund- Regular Plan- Growth | 17-02-2023 | 35.98 | - | - | - | - |
| Bajaj Finserv Flexi Cap Fund -Regular Plan-Growth | 01-08-2023 | 33.71 | - | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
0.91%
Others
2.79%
Large Cap
49.67%
Mid Cap
46.6%
