• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal Flexicap Fund (Growth)

Formerly Motilal Oswal Multicap 35 Reg Gr

Motilal Oswal Mutual Fund

Motilal Oswal Flexicap Fund (Growth)

EquityFlexi Cap

30.6061

NAV (May 17)

5%
5 Year CAGR
Scripbox Opinion

Not Recommended

Scripbox recommends other funds for investment in flexi cap.

Click here to see our recommendations.

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).

Our analysis of this fundLearn how we rate funds ->

Track Record

8 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

9,532 Cr. Category leader in size

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Consistently poor. The historical performance of the fund has been consistently poor

Scripbox Recommended Flexi Cap 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

30.6061

NAV (May 17)

Fund Returns

Last 1Y

-2.4%

Last 3Y

6.3%

Last 5Y

5%

Last 10Y

NA

Since Inception

14.9%

6 Month CAGR

-14.7%

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.

Expense Ratio

1.91

Launched (8y ago)

Apr 28, 2014

AUM in Crores

9531.284

ISIN

INF247L01478

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Ankush Sood

Fund Manager

Siddharth Bothra

Fund Manager

Abhiroop Mukherjee

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-05-17

Top Stock Holdings

hdfc bank ltd

7%
7%

icici bank ltd

6.2%
6.2%

tata consultancy services ltd

6%
6%

infosys ltd

5.6%
5.6%

maruti suzuki india ltd

5.6%
5.6%
See all holdings
allocation by market cap

Allocation by Sector

financial services

39%
39%

consumer cyclical

22.4%
22.4%

technology

13.7%
13.7%

industrials

7%
7%

healthcare

6.8%
6.8%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,388 cr

5

₹ 13,113 cr

5

₹ 13,113 cr

5

₹ 4,388 cr

5

₹ 4,388 cr

5

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 27,679 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.

amc-img

  • 022-39804263
  • mfservice@motilaloswal.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    20.7%

    21.6%

    5.7%

    6.6%

    -

    15.5%

    -

    13.1%

    3.6%

    3.9%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Motilal Oswal Flexicap Fund (G) Review

    Motilal Oswal Flexicap Fund (G) is a Flexi Cap Equity fund and has delivered an annualised return of 14.9% over a period of 8 years. The fund was previously known as Motilal Oswal Multicap 35 Reg Gr. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Abhiroop Mukherjee, Ankush Sood, Siddharth Bothra.

    Nav of Motilal Oswal Flexicap Fund (G) as of 5/17/2022 is ₹30.61 with the total AUM as of 5/18/2022 is ₹9531.284. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Flexicap Fund (G) 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 (G) 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 (G) 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 IISL Nifty 500 TR INR.

    Motilal Oswal Flexicap Fund (G) is rated as a 1 fund in Equity and delivered -2.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Flexicap Fund (G).

    Frequently Asked Questions

    What is Motilal Oswal Flexicap Fund (G)?

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

    How to invest in Motilal Oswal Flexicap Fund (G)?

    You can invest in Motilal Oswal Flexicap Fund (G) 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 (G)?

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

    Is Motilal Oswal Flexicap Fund (G) good to invest in?

    As per Scripbox experts, Motilal Oswal Flexicap Fund (G) is a Not Recommended fund. You can investMotilal Oswal Flexicap Fund (G) 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 (G)?

    The expense ratio of the Motilal Oswal Flexicap Fund (G) is 1.91% for regular plan.