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Motilal Oswal Flexi Cap Fund(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.88 | 79.87 | 2.14 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.23 | 47.13 | 1.35 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Flexi Cap Fund
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Peers & Comparison
EquityFlexi Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Motilal Oswal Flexi Cap Fund(IDCW) | 37.36% | 16.48% | 13.71% |
| HDFC Flexi Cap Fund(IDCW) | 17.03% | 15.80% | 6.47% |
| Kotak Flexicap Fund(IDCW-Payout) | 21.99% | 18.06% | 13.44% |
| UTI Flexi Cap Fund(IDCW) | 18.74% | 7.77% | 12.35% |
Price Comparison
Compare Motilal Oswal Flexi Cap Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Polycab India Ltd3M change : 2.78 %
Holdings
10.43 %
2.78 % - Kalyan Jewellers India Ltd3M change : 0.22 %
Holdings
9.92 %
0.22 % - Coforge Ltd3M change : 3.10 %
Holdings
9.86 %
3.10 %
AMC Profile
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
42
Total AUM
₹ 84,025.55 Cr.
Fund Manager Profile
Niket Shah
AUM: ₹44,420.52 Cr.
|
Exp: —
Ajay Khandelwal
AUM: ₹59,626.42 Cr.
|
Exp: 10yrs
Atul Mehra
AUM: ₹34,092.72 Cr.
|
Exp: 15yrs
Rakesh Shetty
AUM: ₹69,150.59 Cr.
|
Exp: 13yrs
Manager Performance (0)
Tax Implications
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Investment frequency
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One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%