Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.89 | 70.53 | 2.67 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.23 | 46.31 | 2.27 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Motilal Oswal Flexi Cap Fund | 56.38% | 19.70% | 19.88% |
Parag Parikh Flexi Cap Fund | 40.23% | 19.85% | 21.03% |
HDFC Flexi Cap Fund | 45.36% | 28.15% | 18.17% |
Kotak Flexicap Fund | 37.90% | 18.36% | 18.08% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Equity
Others
Holdings
9.72 %
Holdings
9.45 %
Holdings
9.02 %
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).
No.of Schemes
34
Total AUM
₹ 63,553.14 Cr.
Niket Shah
AUM: ₹37,164.25 Cr.
|
Exp: —
Rakesh Shetty
AUM: ₹52,105.13 Cr.
|
Exp: 13yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
₹—
+Returns (0%)
₹—
-₹—
You make
₹—
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Returns
Fund has been able to generate better returns compared to other funds in the same category