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  • Motilal Oswal Asset Management Co. Ltd
  • Motilal Oswal Flexicap Fund (Dividend Reinvestment - Annually)

Formerly Motilal Oswal Multicap 35 Reg DR

Motilal Oswal Flexicap Fund (Dividend Reinvestment - Annually)

Motilal Oswal Flexicap Fund (Dividend Reinvestment - Annually)

EquityDiversified

Top Ranked

23.0148

NAV (Apr 19)

Scripbox Opinion

Top Ranked

Motilal Oswal Flexicap Fund (Dividend Reinvestment - Annually) is a good choice within diversified mutual funds.

Scripbox recommends other funds for investment in diversified.

Click here to see our recommendations.

Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

7 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

11,817 Cr. Category leader in size

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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Scheme Information

Investment Objective

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

1.74 %

Expense Ratio

Apr 28, 2014

Launched (7y ago)

₹ 11,817

AUM in Crores

INF247L01486

ISIN

No Lock-in

Lock-in

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
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Abhiroop Mukherjee

Fund Manager

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Akash Singhania

Fund Manager

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Herin Visaria

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
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About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 24,307 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,18 debt and 7 hybrid funds.

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  • tel-amc-about
    022-39804263
  • mail-amc-about
    mfservice@motilaloswal.com
  • Motilal Oswal Flexicap Fund (G)

    Motilal Oswal Flexicap Fund (G)

    Diversified

    Top Ranked

    ₹ 11,816 Cr

    Fund Size

    4.3%

    3Y returns

    Motilal Oswal Ultra Short Term Fund (G)

    Motilal Oswal Ultra Short Term Fund (G)

    Ultra Short

    Top Ranked

    ₹ 74 Cr

    Fund Size

    0.2%

    3Y returns

    Motilal Oswal Focused 25 fund (G)

    Motilal Oswal Focused 25 fund (G)

    Diversified

    Top Ranked

    ₹ 1,585 Cr

    Fund Size

    11%

    3Y returns

    Motilal Oswal Long Term Equity Fund (G)

    Motilal Oswal Long Term Equity Fund (G)

    Tax Saving

    Top Ranked

    ₹ 2,023 Cr

    Fund Size

    6%

    3Y returns

    Motilal Oswal Ultra Short Term Fund (DR-M)

    Motilal Oswal Ultra Short Term Fund (DR-M)

    Ultra Short

    Top Ranked

    ₹ 74 Cr

    Fund Size

    N/A

    3Y returns

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Equity Funds

    Debt Funds

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    About Motilal Oswal Flexicap Fund (DR-A)

    About Motilal Oswal Flexicap Fund (DR-A)

    Motilal Oswal Flexicap Fund (DR-A) is a diversified equity fund and has delivered an annualised return of 14.1% over a period of 7 years .The fund was previously known as Motilal Oswal Multicap 35 Reg DR.The fund is managed by Motilal Oswal Asset Management Co. Ltd.The fund managers are Abhiroop Mukherjee, Akash Singhania, Herin Visaria

    Motilal Oswal Flexicap Fund (DR-A) Investment Objective

    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. However, there is no assurance that the objective of the scheme will be realized.

    Motilal Oswal Flexicap Fund (DR-A) NAV,AUM,Risk

    The Motilal Oswal Flexicap Fund (DR-A) fund was launched on Apr 28, 2014. The NAV (Net Asset Value) of this diversified equity as of 2021-04-19 is ₹ 23.0148. The total AUM (Asset Under Management) of the fund as of 2021-04-20 is ₹ 11816.154. The category risk of the Motilal Oswal Flexicap Fund (DR-A) fund is Very High Risk. The fund charges 1.74 % as expense ratio.

    Motilal Oswal Flexicap Fund (DR-A) Holdings

    The fund’s highest allocation is towards equity and has invested 97.6% in this asset class. The top three holdings of the fund are hdfc bank ltd,vaibhav global ltd and hdfc life insurance company limited

    Motilal Oswal Flexicap Fund (DR-A) SIP

    The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    Motilal Oswal Flexicap Fund (DR-A) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to

    Motilal Oswal Flexicap Fund (DR-A) Review

    Motilal Oswal Flexicap Fund (DR-A) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Motilal Oswal Flexicap Fund (DR-A) has a score of 5 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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