• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal Flexicap Fund (RIDCW-A)

Formerly Motilal Oswal Flexicap Reg DR

Motilal Oswal Mutual Fund

Motilal Oswal Flexicap Fund (RIDCW-A)

EquityFlexi Cap

32.8065

NAV (Jun 14)

10.1%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in flexi cap mutual funds.

Flexi cap 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 ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

Invest in this fund
Scripbox Recommended Equity Funds
Want the flexi cap equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

32.8065

NAV (Jun 14)

Fund Returns

Last 1Y
54.7%
Last 3Y
17.8%
Last 5Y
15.4%
Last 10Y
16.9%
Since Inception
18.2%
6 Month CAGR
24.7%

Scheme Information

Investment Objective

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.

Expense Ratio
1.76
Launched (10y ago)
Apr 28, 2014
AUM in Crores
10012.537
ISIN
INF247L01486
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14.2
Standard Deviation (5yr)
19.2
Beta (3yr)
0.78
Beta (5yr)
0.91
Sharpe Ratio (3yr)
0.195
Sharpe Ratio (5yr)
0.245
YTM
0
Fund Managers

Niket Shah

Fund Manager

Rakesh Shetty

Fund Manager

Santosh Singh

Fund Manager

Ankush Sood

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Flexicap Fund (RIDCW-A)70%9,37,888 2,05,27610.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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.

Asset allocation and Holdings

Last updated on 2024-06-14

Top Stock Holdings

jio financial services ltd

10.8%
10.8%

tube investments of india ltd ordinary shares

7.7%
7.7%

persistent systems ltd

7.5%
7.5%

polycab india ltd

7.4%
7.4%

zomato ltd

6.2%
6.2%
See all holdings

Allocation by Sector

industrials

24.4%
24.4%

financial services

22.8%
22.8%

consumer cyclical

21.1%
21.1%

technology

12.7%
12.7%

communication services

10.5%
10.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 49,572 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 26 equity,19 debt and 9 hybrid funds.amc-img
phone-img022-39804263
Fund NameScripbox Opinion
Till Date CAGR

26.1%

25.8%

36.6%

24%

4.5%

4.2%

15.6%

24.2%

4.5%

3.4%

Motilal Oswal Flexicap Fund (RIDCW-A) Review

Motilal Oswal Flexicap Fund (RIDCW-A) is a Flexi Cap Equity fund and has delivered an annualised return of 15.4% over a period of 10 years. The fund was previously known as Motilal Oswal Flexicap Reg DR. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Ankush Sood, Niket Shah, Rakesh Shetty, Santosh Singh.

Nav of Motilal Oswal Flexicap Fund (RIDCW-A) as of 6/14/2024 is ₹32.81 with the total AUM as of 6/16/2024 is ₹10012.537. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Flexicap Fund (RIDCW-A) was launched on Apr 28, 2014. The category risk of the fund is Very High Risk.

The minimum SIP amount for Motilal Oswal Flexicap Fund (RIDCW-A) 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. Check your estimated returns on mutual funds by using sip calculator.

Motilal Oswal Flexicap Fund (RIDCW-A) 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 Nifty 500 TR INR.

Motilal Oswal Flexicap Fund (RIDCW-A) is rated as a 1 fund in Equity and delivered 43.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Flexicap Fund (RIDCW-A).

Frequently Asked Questions

What is Motilal Oswal Flexicap Fund (RIDCW-A)?

Motilal Oswal Flexicap Fund (RIDCW-A) is a Flexi Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Motilal Oswal Flexicap Fund (RIDCW-A)?

You can invest in Motilal Oswal Flexicap Fund (RIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Motilal Oswal Flexicap Fund (RIDCW-A)?

The minimum sip amount for Motilal Oswal Flexicap Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Motilal Oswal Flexicap Fund (RIDCW-A) good to invest in?

As per Scripbox experts, Motilal Oswal Flexicap Fund (RIDCW-A) is a Not Recommended fund. You can investMotilal Oswal Flexicap Fund (RIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Motilal Oswal Flexicap Fund (RIDCW-A)?

The expense ratio of the Motilal Oswal Flexicap Fund (RIDCW-A) is 1.76% for regular plan.