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 |
| TER: 0.87% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 13,051.17 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 125% | Exit Load: Yes |
69.8548
0.15 (0.2147%)
19.01%
Benchmark: 12.6%
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 3 Months
9 Years 2 Months
9 Years 8 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 | 15.83 |
| Sharpe Ratio | 1.4 |
| Alpha | 7.85 |
| Beta | 0.91 |
| 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 | 12.11 | 33.93 | 28.09 | 22.07 | 14.28 |
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | 08-04-2014 | 11.14 | 32.8 | 27.01 | 21.01 | 13.28 |
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | 05-05-2013 | 9.74 | 23.3 | 24.22 | 25.27 | 17.62 |
| HDFC Flexi Cap Fund - Growth Plan | 01-01-1995 | 8.87 | 25.41 | 26.57 | 29.19 | 15.41 |
| Tata Flexi Cap Fund -Regular Plan-Growth | 05-08-2018 | 8.25 | 20.96 | 19.2 | 19.34 | - |
| Invesco India Flexi Cap Fund - Growth | 05-02-2022 | 8.11 | 28.08 | 26.23 | - | - |
| WhiteOak Capital Flexi Cap Fund Regular Plan-Growth | 05-08-2022 | 7.9 | 22.92 | - | - | - |
| UTI - Flexi Cap Fund-Growth Option | 05-08-2005 | 7.0 | 14.79 | 14.06 | 18.04 | 12.21 |
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | 14-08-1998 | 6.87 | 21.22 | 20.8 | 22.18 | 14.02 |
| Sundaram Flexicap Fund Regular Growth | 06-09-2022 | 6.36 | 17.02 | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
2.08%
Others
22.96%
Large Cap
45.11%
Mid Cap
29.83%
