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: 1.7% As on (30-06-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 13,294.42 Cr As on 30-06-2026(Source:AMFI) |
| Turn over: 1.28% | Exit Load: 1% on or before 365D, Nil after 365D |
59.6142
-0.72 (-1.2068%)
15.75%
Benchmark: 12.1%
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
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 | 17.37 |
| Sharpe Ratio | 0.74 |
| Alpha | 4.14 |
| 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 Regular Plan-Growth Option | 08-04-2014 | -5.4 | 3.02 | 17.69 | 11.89 | 12.11 |
| Quant Flexi Cap Fund - Growth Option - Regular Plan | 01-09-2008 | 8.5 | -0.53 | 15.86 | 14.42 | 18.77 |
| Bank Of India Flexi Cap Fund Regular Plan -Growth | 05-06-2020 | 6.65 | 2.83 | 19.45 | 15.52 | - |
| ITI Flexi Cap Fund- Regular Plan- Growth | 17-02-2023 | 6.07 | 4.7 | 17.13 | - | - |
| Navi Flexi Cap Fund - Regular Plan - Growth | 02-07-2018 | 5.91 | 2.59 | 9.9 | 10.8 | - |
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | 14-08-1998 | 5.72 | 5.97 | 14.74 | 12.14 | 13.61 |
| ICICI Prudential FlexiCap Fund - Growth | 07-07-2021 | 5.7 | 4.58 | 15.37 | 14.64 | - |
| Helios Flexi Cap Fund - Regular Plan - Growth Option | 13-11-2023 | 3.74 | 6.13 | - | - | - |
| Bajaj FInserv Flexi Cap Fund -Regular Plan-Growth | 01-08-2023 | 3.58 | 5.84 | - | - | - |
| LIC MF Flexi Cap Fund-Regular Plan-Growth | 15-04-1993 | 3.21 | 1.13 | 11.05 | 10.73 | 10.75 |
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%
