Motilal Oswal Flexicap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal
Get the latest NAV of Motilal Oswal Flexicap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal. 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.
₹36.05
▲0.1%1D
NAV as on 29 Aug 2025
17.73%/per year
Since Inception
▲▼
28 people have invested ₹ 24K in Motilal Oswal Flexicap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal in the last three months
Motilal Oswal Flexicap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (29-Aug-25)
The fund has consistently outperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Motilal Oswal Flexicap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Motilal Oswal Flexicap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal Asset Allocation
See fund asset allocation details as on (14-Aug-25)
Fund Distribution
as on (14-Aug-25)
Motilal Oswal Flexicap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal Sector Allocation
See fund sector allocation details as on (14-Aug-25)
Sector Allocation
Top 3 Sectors in July were Tech, Industrial & Consumer Cyclical
Tech
33%
Industrial
22%
Consumer Cyclical
18%
Tech
33%
Industrial
22%
Consumer Cyclical
18%
Motilal Oswal Flexicap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal Holdings Details
as on (31-Jul-25)
Motilal Oswal Flexicap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal 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 Direct Plan Reinvestment of Income Distribution cum capital withdrawal
Motilal Oswal Flexicap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal is an equity fund. This fund was started on 28 April, 2014. The fund is managed by Niket Shah, Ajay Khandelwal, Rakesh Shetty, Atul Mehra, Sunil Sawant. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal Flexicap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal has ₹13727 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
- The fund has an expense ratio 0.9.
Returns
Motilal Oswal Flexicap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal has given a CAGR return of 17.73% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 3.92%, 23.45% and 18.82% respectively.
Holdings
Motilal Oswal Flexicap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal 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 Plan Reinvestment of Income Distribution cum capital withdrawal
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 Plan Reinvestment of Income Distribution cum capital withdrawal has no lock in period.
Fund Manager
Niket Shah
Fund Manager of Motilal Oswal Flexicap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal, since 1 July 2022
Ajay Khandelwal
Fund Manager of Motilal Oswal Flexicap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal, since 1 October 2024
Rakesh Shetty
Fund Manager of Motilal Oswal Flexicap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal, since 22 November 2022
Atul Mehra
Fund Manager of Motilal Oswal Flexicap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal, since 1 October 2024
Sunil Sawant
Fund Manager of Motilal Oswal Flexicap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal, since 1 July 2024
- AUM of the fund stands at 13.7K Cr as of Jul'25
- AUM decreased by 167.1 Cr between Jul'25 and Jun'25
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5Y CAGR
▲ 33.65
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▲ 28.50
5Y CAGR
▲ 18.42
5Y CAGR
▲ 25.41
Frequently Asked Questions for Motilal Oswal Flexicap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal
How do I invest in Motilal Oswal Flexicap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal?
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