Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
(Erstwhile MOSt Focused Multicap 35-Regular Plan-Growth Option)
Fund House: Motilal Oswal Mutual Fund| Category: Equity: Flexi Cap |
| Launch Date: 08-04-2014 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 1.74% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500 |
| Minimum Topup: 500 |
| Total Assets: 11,171.69 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 125% | Exit Load: 1% - If redeemed on or before 1 Year from the date of allotment for Subscription received Wef 10-July-2024, Nil - If redeemed after 1 Year from the date of allotment. |
57.0726
0.85 (1.497%)
17.32%
Benchmark: 12.29%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
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vs
NIFTY 500 TRI
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Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 5 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Scheme seeks to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.81 |
| Sharpe Ratio | 0.76 |
| Alpha | 5.85 |
| Beta | 0.9 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | 08-04-2014 | 16.18 | 35.09 | 20.2 | 24.78 | 12.7 |
| HDFC Flexi Cap Fund - Growth Plan | 01-01-1995 | 13.49 | 27.96 | 21.27 | 32.99 | 14.5 |
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | 05-05-2013 | 11.4 | 25.55 | 16.19 | 30.45 | 16.88 |
| DSP Flexi Cap Fund - Regular Plan - Growth | 29-04-1997 | 10.88 | 23.58 | 14.23 | 24.61 | 12.81 |
| Invesco India Flexi Cap Fund - Growth | 05-02-2022 | 10.28 | 27.85 | 17.28 | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
3.56%
Others
23.33%
Large Cap
45.56%
Mid Cap
27.53%
