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Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

(Erstwhile MOSt Focused Multicap 35-Regular Plan-Growth Option)

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Category: Equity: Flexi Cap
Launch Date: 08-04-2014
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.73% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 12,263.4 Cr As on (31-03-2025)
Turn over: 125
NAV as on 29-04-2025

57.599

0.2 (0.3385%)

CAGR Since Inception

17.29%

NIFTY 500 TRI 12.43%

PERFORMANCE of Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Scheme Performance (%) Data as on - 29-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 14.89 21.42 21.95 13.45 17.29
NIFTY 500 TRI 6.37 15.5 24.41 13.8 12.43
Equity: Flexi Cap 6.04 15.38 22.93 13.45 15.38

Yearly Performance (%)

Nav Movement

Fund Managers

Niket Shah, Ankush Sood, Rakesh Shetty

Investment Objective

The Scheme seeks to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.

RETURNS CALCULATOR for Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 12.18 0.81 6.83 0.92 - -
Equity: Flexi Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 08-04-2014 14.89 32.71 21.42 21.95 13.45
HDFC Flexi Cap Fund - Growth Plan 01-01-1995 15.57 28.49 23.43 30.48 15.29
UTI - Flexi Cap Fund-Growth Option 05-08-2005 13.77 17.24 9.33 19.69 12.16
Parag Parikh Flexi Cap Fund - Regular Plan - Growth 05-05-2013 12.56 24.32 19.15 28.1 17.2
Invesco India Flexi Cap Fund - Growth 05-02-2022 11.82 28.52 20.75 0.0 0.0
DSP Flexi Cap Fund - Regular Plan - Growth 29-04-1997 11.56 23.4 17.01 22.6 13.87
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth 05-08-2022 11.45 25.5 0.0 0.0 0.0
Tata Flexi Cap Fund -Regular Plan-Growth 05-08-2018 10.95 22.92 14.86 19.81 0.0
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan 14-08-1998 10.61 23.19 15.88 23.13 13.77
Axis Flexi Cap Fund - Regular Plan - Growth 10-11-2017 9.26 20.43 12.48 18.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Portfolio as on