Motilal Oswal Flexi Cap Fund Direct Growth - NAV : 50.665

  • NAV (as on 2024-03-18)50.665(-0.72%)

  • Risk: Very High
  • Category: Wealth Creation
mens
Raamdeo Agrawal

(Chairman, Motilal Oswal AMC)

A message from the fund manager/concerned person can go here.

Why Invest in this fund?

Why Invest
Investment Horizon

3+ years

Why Invest
For Whom

Investors looking for good stock ideas across all market cap companies.

Why Invest
Allocations

Invests more than 65% in equity and related securities

Why Invest
Number of Stocks

Not more than 35 stocks

Overview

Fund Manager
Fund Name

Motilal Oswal Flexi Cap Fund

Fund Manager
Investment Objective

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in equity & equity related instruments across sectors and market-capitalization levels. However, there can be no assurance or guarantee that the inv...

  Read More
Fund Manager
Portfolio Turnover Ratio

1.39
Fund Manager
Latest AUM

₹ 9423.6 Crs (as on: 29-2-2024)
Fund Manager
Total Expense Ratio

0.92% p.a.
Fund Manager
Date of Allotment

28-4-2014
Fund Manager
Benchmark

Nifty 500 TRI

Performance

Lumpsum
Investment of
for
Yearly

would have become 10000.00

Periodic Returns

Current Value for an investment of Rs10,000

1 Year

CAGR (%)
Current Value of Investment of Rs 10000

3 Year

CAGR (%)
Current Value of Investment of Rs 10000

5 Year

CAGR (%)
Current Value of Investment of Rs 10000

Since Inception

CAGR (%)
Current Value of Investment of Rs 10000
Motilal Oswal Flexi Cap Fund
48.53
14853.5
15.71
15491.9
15.17
20263.5
18.07
51310.1
Nifty 500 TRI
39.7091
13970.9
19.4002
17022.2
18.8144
23678
15.7467
42203
Nifty 50 TRI
28.4929
12849.3
16.1626
15674.7
16.6551
21603.2
14.1198
36712.1

Date of inception: 28-Apr-14. Incase, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth option. Different plans have different expense structure. Mr. Niket Shah has been appointed as the Fund Manager for equity component along with effect from 1-July-2022; Mr. Rakesh Shetty is the Fund Manager for debt component since 22-Nov-2022 and Mr. Ankush Sood has been appointed as the Fund Manager w.e.f. August 25, 2021. (Data as on 29th February 2024)

Portfolio

Industry Classification

Top 10 holding

Scheme Details

Fund Manager
Entry Load

Nil

Fund Manager
Exit Load

Exit Load: 1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment. A switch-out or a withdrawal shall also be subjected to the Exit Load like any Redemption. No Exit Load applies for switch ...

  Read More
Fund Manager
Type of Scheme

An open ended dynamic equity scheme investing across large cap, mid cap, small cap stocks
Fund Manager
Methodology of calculating sale price

Methodology of calculating sale price: The price or NAV, an investor is charged while investing in an open-ended scheme is called sale or subscription price. Pursuant to SEBI Circular dated June 30, 2009, no entry load will be charged by the scheme to the...

  Read More

Product Labeling

This product is suitable for investors who are seeking:

  • Long-term capital growth
  • Investment in equity and equity related instruments across sectors and market-capitalization levels.
  • Scheme Riskometer
    Investors understand that their principal will be at Very High risk
  • Benchmark Riskometer
    Nifty 500 TRI
    Investors understand that their principal will be at Very High risk

Fund Manager

Fund Manager

Ankush Sood

Mr. Ankush Sood has extensive experience prominently in Institutional Sales Trading Function. Prior to joining Motilal Oswal AMC he has been associated with Motilal Oswal Financial Services Limited wherein he was primarily responsible for Servicing Domestic & Foreign Institutional Clients. He holds an Educational Qualification in B.Tech in Electronics & Telecommunications from MPSTME, NMIMS Mumbai and MBA(Tech) with Major in Finance & Minor in Analytics from SBM, NMIMS Mumbai.

Other funds managed by him

  • Motilal Oswal Nasdaq 100 ETF
  • Motilal Oswal Multi Asset Fund
  • Motilal Oswal S&P 500 Index Fund
  • Motilal Oswal NASDAQ Q 50 ETF
  • Motilal Oswal MSCI EAFE Top 100 Select Index Fund
  • Motilal Oswal Balance Advantage Fund
Fund Manager

Niket Shah

Niket has 10 years of overall experience.

  • Motilal Oswal Asset Management Company Ltd. Vice President Associate Fund Manager.
  • Motilal Oswal Securities Ltd. Head of Midcaps Research
  • Edelweiss Securities Ltd Research Analyst Midcaps
  • Religare Capital Markets Ltd Associate Research Analyst Midcaps.

Other funds managed by him

  • Motilal Oswal Midcap Fund
  • Motilal Oswal Large and Midcap Fund
  • Motilal Oswal ELSS Tax Saver Fund
  • Motilal Oswal Small Cap Fund
  • Motilal Oswal Large Cap Fund
Fund Manager

Rakesh Shetty

Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

Other funds managed by him

  • Motilal Oswal Ultra Short Term Fund
  • Motilal Oswal Liquid Fund
  • Motilal Oswal 5 Year G-Sec Fund Of Fund
  • Motilal Oswal Focused Fund
  • Motilal Oswal Midcap Fund
  • Motilal Oswal Large and Midcap Fund