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

49.0134

17.32%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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 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 53.69 23.74 16.98 13.49 -
BANK OF INDIA Flexi Cap Fund Regular Plan -Growth 05-06-2020 59.94 26.37 27.99 - -
JM Flexicap Fund (Regular) - Growth option 23-09-2008 59.71 32.17 28.88 22.81 19.4
quant Flexi Cap Fund - Growth Option - Regular Plan 01-09-2008 59.53 27.4 32.47 29.68 22.92
ITI Flexi Cap Fund- Regular Plan- Growth 17-02-2023 50.36 - - - -
Invesco India Flexi Cap Fund - Growth 14-02-2022 46.85 22.49 - - -
Franklin India Flexi Cap Fund - Growth 29-09-1994 43.59 21.96 23.35 18.24 17.08
HDFC Flexi Cap Fund - Growth Plan 01-01-1995 42.6 24.69 27.77 18.97 16.74
HSBC Flexi Cap Fund - Regular Growth 24-02-2004 41.67 19.31 20.87 15.7 15.0
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option 05-01-2015 41.01 20.76 20.96 17.16 -

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

7.79%

Others

13.79%

Large Cap

44.14%

Mid Cap

34.29%

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