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Home Mf Research Motilal Oswal Flexi Cap Fund Regular Plan Growth
MOTILAL OSWAL MUTUAL FUND

Mutual Fund Research

Motilal Oswal Flexi Cap Fund - Regular Plan - Growth

MOTILAL OSWAL MUTUAL FUND Equity Equity Flexi Cap

Fund Performance

-
-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-28 ₹1,000.00 ₹1,042.00 +4.20%
Two Week 2026-10-21 ₹1,000.00 ₹1,047.91 +4.79%
One Month 2026-10-05 ₹1,000.00 ₹1,012.11 +1.21%
Three Months 2026-08-06 ₹3,000.00 ₹2,986.41 -0.45%
Six Months 2026-05-08 ₹6,000.00 ₹6,261.91 +4.37%
One Year 2025-11-04 ₹12,000.00 ₹12,728.71 +6.07%
Three Year 2023-11-06 ₹36,000.00 ₹40,454.32 +12.37%
Five Year 2021-11-08 ₹60,000.00 ₹85,242.11 +42.07%
Ten Year 2016-11-07 ₹120,000.00 ₹232,544.75 +93.79%
Since Inception 2014-04-28 ₹153,000.00 ₹358,451.04 +134.28%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Electrical Equipment 18.18%
Consumer Durables 12.90%
Finance 7.76%
Capital Markets 7.67%
IT - Software 7.45%
Retailing 6.54%
Banks 6.21%
Automobiles 5.70%
Pharmaceuticals & Biotechnology 5.36%
Telecom - Equipment & Accessories 4.43%
Industrial Manufacturing 3.86%
Other 3.26%
Auto Components 2.43%
Agricultural, Commercial & Construction Vehicles 2.29%
Aerospace & Defense 2.23%
Industrial Products 2.04%
Healthcare Services 1.69%

Top Holdings

Company-wise portfolio exposure

Kalyan Jewellers India Limited 8.23%
Eternal Limited 6.54%
CG Power and Industrial Solutions Limited 5.65%
Sterlite Technologies Limited 4.43%
Coforge Limited 4.36%
Diamond Power Infrastructure Ltd. 3.97%
Aditya Infotech Limited 3.86%
Shriram Finance Limited 3.82%
Multi Commodity Exchange of India Limited 3.77%
Ather Energy Limited 3.20%
RBL Bank Limited 3.16%
Persistent Systems Ltd 3.09%
IndusInd Bank Limited 3.05%
Waaree Energies Limited 3.00%
Siemens Limited 2.77%
Onesource Specialty Pharma Limited 2.71%
Acutaas Chemicals Limited 2.65%
Ola Electric Mobility Ltd 2.50%
Lalithaa Jewellery Mart Ltd 2.50%
HDFC Asset Management Company Limited 2.45%
Samvardhana Motherson International Limited 2.43%
Ashok Leyland Limited 2.29%
Bharat Electronics Limited 2.23%
PG Electroplast Limited 2.17%
Muthoot Finance Limited 2.12%
Polycab India Limited 2.04%
Piramal Finance Limited 1.82%
Suzlon Energy Limited 1.79%
Apollo Hospitals Enterprise Limited 1.69%
ICICI Prudential Asset Management Company Limited 1.45%
Premier Energies Limited 1.00%
Triparty Repo 2.64%
Net Receivables / (Payables) 0.62%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
17.70%
Return volatility
β
Beta
1
Benchmark sensitivity
S
Sharpe Ratio
0.9
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
ITI Flexi Cap Fund - Regular Plan - Growth 7.10% 16.71% 19.80%
Taurus Flexi Cap Fund - Regular Plan - Growth 5.60% 12.22% 13.83%
Quant Flexi Cap Fund - Regular Plan - Growth 5.00% 13.93% 13.79%
Trustmf Flexi Cap Fund - Regular Plan - Growth 3.95% 0.00% 7.85%
NAVI Flexi Cap Fund - Regular Plan - Growth 2.71% 9.65% 11.22%
Unifi Flexi Cap Fund - Regular Plan - Growth 2.61% 0.00% 4.22%
360 One Flexicap Fund - Regular Plan - Growth 2.35% 15.30% 14.80%
Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth 2.21% 14.58% 15.17%
Bank Of India Flexi Cap Fund - Regular Plan - Growth 2.12% 16.35% 22.88%
Axis Flexi Cap Fund - Regular Plan - Growth 1.76% 13.20% 12.05%

Returns are historical and do not guarantee future performance.

View All Equity Flexi Cap Funds

Fund Family

Compare schemes from MOTILAL OSWAL MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Motilal Oswal Nasdaq Q 50 ETF - Regular Plan - Growth 39.59% 35.16% 13.23%
Motilal Oswal Focused Fund - Regular Plan - Growth 19.78% 13.46% 13.16%
Motilal Oswal Developed Market Ex US Etfs Overseas Equity Passive FOF - Regular Plan - Growth 19.56% 21.26% 20.32%
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth 19.30% 0.00% 13.72%
Motilal Oswal Active Momentum Fund - Regular Plan - Growth 17.62% 0.00% 23.63%
Motilal Oswal S And P 500 Index Fund - Regular Plan - Growth 17.62% 25.10% 19.47%
Motilal Oswal Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 15.35% 0.00% 11.79%
Motilal Oswal Nasdaq 100 Fund Of Fund - Regular Plan - Growth 14.69% 31.81% 24.77%
Motilal Oswal Special Opportunities Fund - Regular Plan - Growth 13.25% 0.00% 18.27%
Motilal Oswal Gold And Silver Passive Fund Of Funds - Regular Plan - Growth 12.49% 29.61% 26.46%

Returns are historical and do not guarantee future performance.

View All MOTILAL OSWAL MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

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.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.05%
Expense Ratio (Direct)
1.22%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty 500 TRI

Exit Load

Charges that may apply when you redeem units

1% - If redeemed on or before 365 days from the date of allotment. Nil - If redeemed after 365 days from the date of allotment.
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