Why invest in Motilal Oswal Flexicap fund?

Why invest in Motilal Oswal Flexicap fund?Why to Invest Performance

Consistency Is the key

CONSISTENCY Is the key

Motilal Oswal Flexicap Fund has consistently created Wealth for investors for over a Decade

Data as on Feb 29th 2024 The above graph is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy. Past performance may or may not be sustained in future.

Why Flexicaps?

Flex Your Portfolio

High Earning Potential

Diversified Performance

FlexYourPortfolio image

Capture the growth of different index in a single fund without category restrictions

Source: Motilal Oswal AMC Internal Research, Wealth creation study. Disclaimer: Past performance may or may not be sustained in future. The above graph is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy.

Want to Know more about the Flexicap Fund?

Here's what our Fund Manager, Niket Shah has to say.

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  • Fund Details

  • Performance

  • Periodic Returns

  • Portfolio

  • Product Label

  • Downloads

Fund Name

Motilal Oswal Flexi Cap Fund

Latest AUM

₹ 9660.38 Crs (as on: 31-3-2024)

Portfolio Turnover Ratio

1.39

Plans

Regular Plan and Direct Plan

Options (Under each plan)

IDCW (Payout and Reinvestment) and Growth

Benchmark

Nifty 500 TRI

Total Expense Ratio

0.93% p.a.

Minimum Application Amount

₹ 500/- and in multiples of ₹ 1/- thereafter

Minimum Redemption Amount

₹ 500/- and in multiples of ₹ 1/- thereafter or account balance, whichever is lower.

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 investment objective of the Scheme would be achieved.

 

Type

An open ended dynamic equity scheme investing across large cap, mid cap, small cap stocks

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 between Motilal Oswal Focused Fund, Motilal Oswal Midcap Fund, Motilal Oswal Flexi Cap Fund, Motilal Oswal Large and Midcap Fund, Motilal Oswal Multi Asset Fund & Motilal Oswal Balanced Advantage Fund. No Load for switch between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.

Fund Managers

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Ankush Sood

MF Fund Manager

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Niket Shah

Fund Manager

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Rakesh Shetty

Fund Manager/Dealer

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