Motilal Oswal Flexicap Fund Direct Growth

Motilal Oswal Flexicap Fund Direct Growth

Equity

Motilal Oswal Mutual Fund

Flexi Cap

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.

₹66.14

▲3.9%1D

NAV as on 12 May 2025

18.67%/per year

Since Inception

Absolute Gain%

▲▼

12881 people have invested ₹ 8.7Cr 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-May-25)

The fund has consistently outperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
This Fund
Nifty 500
Category Avg
1 Month
10.28%
8.47%
7.67%
3 Months
7.68%
7.67%
5.91%
6 Months
1.08%
0.81%
-1.6%
1 Year
21.03%
9.98%
9.97%
3 Years
27.46%
18.69%
20.21%
5 Years
24.92%
24.52%
24.31%

Motilal Oswal Flexicap Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

11
/21
60% Performance
33% Risk Management
47% Cost

Ranked 11 out of 21 mutual funds in the flexi cap category as per INDmoney.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Motilal Oswal Flexicap Fund
11/21
12,418Cr
0.89%
21.03%
27.46%
18.67%
HDFC Flexi Cap Fund Direct Growth
1/21
69,639Cr
0.81%
20.03%
27.99%
17.25%
Parag Parikh Flexi Cap Fund Direct Growth
2/21
93,441Cr
0.63%
13.68%
21.19%
19.81%
Quant Flexi Cap Fund Direct Growth
5/21
7,016Cr
0.61%
1.61%
24.42%
19.61%
See all
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Outperformed benchmarks during bull run
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3Y returns in the top 25% of the category
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Beats FD returns for both 3Y & 5Y
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Highly volatile within category

Motilal Oswal Flexicap Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

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Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Motilal Oswal Flexicap Fund Asset Allocation

as on (31-Mar-25)

Fund Distribution

as on (31-Mar-25)

Equity 71.7%

Debt & Cash 28.3%

Large cap
40.9%
Mid cap
29%
Small cap
2.5%
Small Cap allocation has gone down from 3.6% to 2.7%
Small Cap allocation has gone down from 3.6% to 2.7%
Mid Cap allocation has gone up from 27.5% to 28.4%
Mid Cap allocation has gone up from 27.5% to 28.4%
Large Cap allocation has gone down from 45.6% to 43.9%
Large Cap allocation has gone down from 45.6% to 43.9%
Cash allocation has gone up from 23.8% to 29.4%
Cash allocation has gone up from 23.8% to 29.4%

Motilal Oswal Flexicap Fund Sector Allocation

as on (31-Mar-25)

Sector Allocation

Equity 71.7%

Debt & Cash 28.3%

Consumer Cyclical
24.1%
Tech
21.4%
Financial Services
21.3%
Industrial
21.1%
Communication
12%

Top 3 Sectors in March were Tech, Industrial & Consumer Cyclical

Mar'25

Tech

30%

Industrial

25%

Consumer Cyclical

18%

Feb'25

Tech

27%

Industrial

24%

Consumer Cyclical

22%

Motilal Oswal Flexicap Fund Holdings Details

as on (30-Apr-25)

Equity

Holdings
Weight%
1M Change
Coforge Ltd
10.15%
-0.3%
Persistent Systems Ltd
9.43%
35.1%
Polycab India Ltd
8.89%
11.2%
Kalyan Jewellers India Ltd
7.44%
0%
CG Power & Industrial Solutions Ltd
6.09%
11%
See all
Top Stocks bought last month
Bharat Electronics Ltd's allocation increased from 0.87% to 1.83%
Bharat Electronics Ltd's allocation increased from 0.87% to 1.83%
Polycab India Ltd's allocation increased from 7.57% to 8.37%
Polycab India Ltd's allocation increased from 7.57% to 8.37%
CG Power & Industrial Solutions Ltd's allocation increased from 5.38% to 6.07%
CG Power & Industrial Solutions Ltd's allocation increased from 5.38% to 6.07%
Top Stocks sold last month
Persistent Systems Ltd's allocation decreased from 9.58 % to 8.95 %
Persistent Systems Ltd's allocation decreased from 9.58 % to 8.95 %
Kalyan Jewellers India Ltd's allocation decreased from 7.24 % to 6.67 %
Kalyan Jewellers India Ltd's allocation decreased from 7.24 % to 6.67 %
Trent Ltd's allocation decreased from 6.51 % to 6.08 %
Trent Ltd's allocation decreased from 6.51 % to 6.08 %

Motilal Oswal Flexicap Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.89%
Benchmark
Nifty 500 TR INR
AUM₹12418 Cr
Inception Date28 April, 2014
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
136.98%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
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. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Flexicap Fund Direct Growth has ₹12418 Cr worth of assets under management (AUM) as on Mar 2025 and is more than category average.
  2. The fund has an expense ratio 0.9.

Returns

Motilal Oswal Flexicap Fund Direct Growth has given a CAGR return of 18.67% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 21.03%, 27.46% and 24.92% respectively.

Holdings

Motilal Oswal Flexicap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Tech, Industrial, Consumer Cyclical, Financial Services, Communication, Consumer Defensive, Health. Its top holdings are Coforge Ltd, Persistent Systems Ltd, Polycab India Ltd, Kalyan Jewellers India Ltd, CG Power & Industrial Solutions 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 benefit
Dividends 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

Learn more about Motilal Oswal Mutual Fund
Parameters
Mar'25
Feb'25
Jan'25
AUM
₹ 12.3K Cr
₹ 11.2K Cr
₹ 11.9K Cr
  • AUM of the fund stands at 12.3K Cr as of Mar'25
  • AUM increased by 1.1K Cr between Mar'25 and Feb'25

Most Popular Comparisons

Motilal Oswal Flexicap Fund

VS

Parag Parikh Flexi Cap Fund Direct Growth

Frequently Asked Questions for Motilal Oswal Flexicap Fund Direct Growth

What is the current NAV of Motilal Oswal Flexicap Fund Direct Growth?

The current NAV of Motilal Oswal Flexicap Fund Direct Growth is ₹66.14 as on 12-May-2025.

What are the average returns of Motilal Oswal Flexicap Fund Direct Growth?

Existing (Absolute + CAGR) as on 12-May-2025.
Motilal Oswal Flexicap Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
10.28%
10.28%
6 Month Returns
1.08%
1.08%
1 Year Returns
21.03%
21.03%
3 Years Returns
107.09%
27.46%

How do I invest in Motilal Oswal Flexicap Fund Direct Growth?

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Motilal Oswal Flexicap Fund Direct Growth?

0.89% as on April 2025

What is net assets under management (AUM) of Motilal Oswal Flexicap Fund Direct Growth?

₹12418 Cr as on April 2025

What are the top 5 holdings of Motilal Oswal Flexicap Fund Direct Growth?

Coforge Ltd(10.15%), Persistent Systems Ltd(9.43%), Polycab India Ltd(8.89%), Kalyan Jewellers India Ltd(7.44%), CG Power & Industrial Solutions Ltd(6.09%) as on April 2025

What are the top 3 sectors that this Motilal Oswal Flexicap Fund Direct Growth has invested in?

Tech(22%), Industrial(17.51%), Consumer Cyclical(13.24%) as on April 2025

What is the alpha of Motilal Oswal Flexicap Fund Direct Growth?

The alpha ratio for the Motilal Oswal Flexicap Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Motilal Oswal Flexicap Fund Direct Growth
9.22
6.88
0.88
As on April 2025
The alpha for Motilal Oswal Flexicap Fund Direct Growth is calculated against Nifty 500 TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.

What is the beta of Motilal Oswal Flexicap Fund Direct Growth??

The Beta ratio for the Motilal Oswal Flexicap Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Motilal Oswal Flexicap Fund Direct Growth
1.15
0.9
0.89
As on April 2025
The Beta for Motilal Oswal Flexicap Fund Direct Growth is calculated with Nifty 500 TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.

What is the sharpe ratio of Motilal Oswal Flexicap Fund Direct Growth?

The sharpe ratio for the Motilal Oswal Flexicap Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Motilal Oswal Flexicap Fund Direct Growth
0.43
0.93
1.05
As on April 2025
The sharpe ratio for Motilal Oswal Flexicap Fund Direct Growth is calculated with Nifty 500 TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.

What is the standard deviation of Motilal Oswal Flexicap Fund Direct Growth?

The standard deviation for the Motilal Oswal Flexicap Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Motilal Oswal Flexicap Fund Direct Growth
22.52
16.23
15.31
As on April 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.

What is the Sortino ratio of Motilal Oswal Flexicap Fund Direct Growth?

Sortino ratio is 1.44 as on April 2025. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.

What is the information ratio of Motilal Oswal Flexicap Fund Direct Growth?

Information ratio is 0.73 as on April 2025. It tells the consistency of the fund in generating superior risk-adjusted performance

Who is the manager of Motilal Oswal Flexicap Fund Direct Growth?

Ajay Khandelwal, Niket Shah are the fund managers of Motilal Oswal Flexicap Fund Direct Growth

What is the exit load of Motilal Oswal Flexicap Fund Direct Growth?

The Exit load of Motilal Oswal Flexicap Fund Direct Growth is 1%