Motilal Oswal Flexicap Fund Direct Growth
Get the latest NAV of Motilal Oswal Flexicap Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹66.47
▲0.9%1D
NAV as on 12 Aug 2025
18.32%/per year
Since Inception
▲▼
15831 people have invested ₹ 11.1Cr in Motilal Oswal Flexicap Fund Direct Growth in the last three months
Motilal Oswal Flexicap Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (12-Aug-25)
The fund has consistently outperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Motilal Oswal Flexicap Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 7 out of 21 mutual funds in the flexi cap category as per INDmoney.
Motilal Oswal Flexicap Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Motilal Oswal Flexicap Fund Asset Allocation
See fund asset allocation details as on (14-Jul-25)
Fund Distribution
as on (14-Jul-25)
Equity 93.3%
Debt & Cash 6.7%
Motilal Oswal Flexicap Fund Sector Allocation
See fund sector allocation details as on (14-Jul-25)
Sector Allocation
Equity 93.3%
Debt & Cash 6.7%
Top 3 Sectors in June were Tech, Industrial & Consumer Cyclical
Tech
33%
Industrial
22%
Consumer Cyclical
18%
Tech
29%
Industrial
24%
Consumer Cyclical
22%
Motilal Oswal Flexicap Fund Holdings Details
as on (31-Jul-25)
Equity
Motilal Oswal Flexicap Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.86% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹13727 Cr |
| Inception Date | 28 April, 2014 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 123.69% |
| Risk |   Very High Risk |
About Motilal Oswal Flexicap Fund
Motilal Oswal Flexicap Fund Direct Growth is an equity fund. This fund was started on 28 April, 2014. The fund is managed by Ajay Khandelwal, Niket Shah, Atul Mehra, Sunil Sawant, Rakesh Shetty. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal Flexicap Fund Direct Growth has ₹13727 Cr worth of assets under management (AUM) as on Jul 2025 and is more than category average.
- The fund has an expense ratio 0.9.
Returns
Motilal Oswal Flexicap Fund Direct Growth has given a CAGR return of 18.32% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 7.08%, 23.41% and 19.71% respectively.
Holdings
Motilal Oswal Flexicap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Tech, Industrial, Consumer Cyclical, Financial Services, Communication, Utilities, Health. Its top holdings are Coforge Ltd, Polycab India Ltd, Dixon Technologies (India) Ltd, Kalyan Jewellers India Ltd, Persistent Systems Ltd
Taxation
As it is a flexi cap mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Motilal Oswal Flexicap Fund Direct Growth
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Flexicap Fund Direct Growth has no lock in period.
Fund Manager
Ajay Khandelwal
Fund Manager of Motilal Oswal Flexicap Fund Direct Growth, since 1 October 2024
Niket Shah
Fund Manager of Motilal Oswal Flexicap Fund Direct Growth, since 1 July 2022
Atul Mehra
Fund Manager of Motilal Oswal Flexicap Fund Direct Growth, since 1 October 2024
Sunil Sawant
Fund Manager of Motilal Oswal Flexicap Fund Direct Growth, since 1 July 2024
Rakesh Shetty
Fund Manager of Motilal Oswal Flexicap Fund Direct Growth, since 22 November 2022
- AUM of the fund stands at 13.9K Cr as of Jun'25
- AUM increased by 870.4 Cr between Jun'25 and May'25
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▲ 29.96
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▲ 26.79
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Frequently Asked Questions for Motilal Oswal Flexicap Fund Direct Growth
How do I invest in Motilal Oswal Flexicap Fund?
- Download the INDmoney app.
- Search for ‘Motilal Oswal Flexicap Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.