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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.88 | 79.87 | 2.10 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.23 | 47.13 | 1.28 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
— |
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(IDCW) | 35.82% | 15.85% | 13.78% |
HDFC Flexi Cap Fund(IDCW) | 15.71% | 15.10% | 6.50% |
Kotak Flexicap Fund(IDCW-Payout) | 20.18% | 17.11% | 13.47% |
UTI Flexi Cap Fund(IDCW) | 16.72% | 6.94% | 12.33% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
10.43 %
Holdings
9.92 %
Holdings
9.86 %
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
₹ 83,837.78 Cr.
Niket Shah
AUM: ₹43,628.96 Cr.
|
Exp: —
Ajay Khandelwal
AUM: ₹58,804.31 Cr.
|
Exp: 10yrs
Atul Mehra
AUM: ₹33,270.60 Cr.
|
Exp: 15yrs
Rakesh Shetty
AUM: ₹68,681.22 Cr.
|
Exp: 13yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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4 years ago•Invest Empires
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%