Overview (as on 26 Feb 2021)

NAV

₹31.0403

1y returns

15.552%

Fund AUM

₹11,369 Cr

Expense Ratio

1.74%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
45.99%
Consumer
21.65%
Tech
13.75%
Health
5.67%
Communication
4.07%
Defensive
3.96%
Basic Materials
3.85%
Energy
1.05%
Size Breakup
Large Cap
74.43%
Mid Cap
25.57%

Key Metrics

Beta 

0.94

Std deviation 

19.54%

Sharpe Ratio 

0.4

Holdings

Fund Details

Investment Objectives
"The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 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."
Scheme Name
Motilal Oswal Flexicap Fund - Regular Plan - Growth
Scheme Document
Exit Load

For 0 - 15 Days: 1%

After 15 Days : 0%

Plan Started
28 April, 2014
Fund Manager
Akash Singhania
Fund House Details
Fund House
Motilal Oswal Asset Management Co. Ltd
Email
NA
Phone
+912222816161
Address
Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,

Peer Funds

Motilal Oswal Flexicap Fund - Regular Plan - Gr...

NAV

₹31.0403

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Akash Singhania
Akash Singhania

leader

Qualifications
B.Com(H), CA,& PGDBM (IIM-L)
Work Experience
"Mr. Singhania currently works as a Fund Manager for Motilal Oswal Asset Management Company Limited. He has over 13 years of experience with 11 years in Fund Management. Prior to joining Motilal Oswal AMC, he was associated with DHFL Pramerica AMC as Deputy CIO Equities, Deutsche AMC - DWS Mutual Fund as Head of Equities and ICICI Prudential AMC as Senior Analyst - PMS. In his formative years he was associated with Ernst&Young, KPMG and PWC. Mr. Singhania has a PGDM (MBA) Finance & Marketing from IIM Lucknow, Chartered Accountancy in Accounting & Auditing from ICAI and is a qualified Company Secretary - Corporate Laws & Taxation from ICSI."
Herin Visaria
Herin Visaria

manager

Work Experience
"null"

Finzoom Investment Advisors Private Limited (Brand Name - INDmoney, INDwealth, IND.app, IND.money, INDsave.com) makes no warranties or representations, express or implied, on products and services offered through the platform. It accepts no liability for any damages or losses, however, caused in connection with the use of, or on the reliance of its advisory or related services.

Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs. Performance and returns of any investment portfolio can neither be predicted nor guaranteed.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Marketing and distribution of various financial products such as loans and deposits are powered by Finzoomers Services Private Limited.

INDmoney, INDwealth, IND.app are brand and product of Finzoom Investment Advisors (P) Limited.

© Finzoom Investment Advisors Private Limited

[SEBI RIA Registration No: INA100012190] [Type of Registration: Non-Individual] [Validity of registration: December 17, 2018-Perpetual] [Address: 616, 6th Floor, Suncity Success Tower, Golf Course Extension Road, Sector – 65, Gurugram, Haryana- 122005] [Principal Officer details: Mr. Gaurav Sharma, Email id: principalofficer@indwealth.in, Contact No. 8800826254] [Corresponding SEBI local office address: Securities and Exchange Board of India, Local Office, First Floor, SCO 127-128, Sector 17C, Chandigarh-160017]

[ARN - 151913] [Platform Partner : BSE (Member code-24801)] [CIN - U67190HR2018PTC073294] [GST No : 06AADCF3538Q1Z8]