29.5564
36.6494
1
1 Lakh
Investment Grown to₹ 10000
Monthly SIP Grown toSuitability:
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Warning: Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
Capital gains
Dividends
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| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Flexi Cap Reg-G | -13.84 | 0.38 | -2.91 | -9.85 | -11.27 | -16.94 | -4.62 | 6.05 | 4.57 | 8.75 | -- |
| S&P BSE 500 TRI | -9.52 | 0.02 | -4.73 | -10.80 | -9.03 | -12.95 | 8.83 | 15.41 | 11.72 | 11.79 | -- |
| Equity: Flexi Cap | -11.93 | 0.03 | -4.07 | -10.84 | -10.71 | -15.07 | 6.98 | 13.24 | 9.79 | 10.34 | -- |
| Rank within category | 48 | 13 | 3 | 17 | 42 | 52 | 59 | 45 | 35 | 27 | -- |
| Number of funds in category | 65 | 69 | 69 | 69 | 67 | 64 | 59 | 46 | 35 | 34 | 26 |
As on 13-May-2022
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
|---|---|---|---|---|---|---|---|
| Motilal Oswal Flexi Cap Fund - Regular Plan | Invest Online | |
Apr-14 | -4.62 | 6.05 | 4.57 | 1.91% | 9,531 |
| SBI Focused Equity Fund | Invest Online |  |
Oct-04 | 9.09 | 14.95 | 13.60 | 1.86% | 24,707 |
| UTI Flexi Cap Fund - Regular Plan | Invest Online |  |
May-92 | 1.39 | 16.71 | 12.98 | 1.84% | 24,649 |
| Parag Parikh Flexi Cap Fund - Regular Plan | Invest Online | |
May-13 | 10.69 | 21.87 | 17.24 | 1.94% | 21,907 |
| Axis Focused 25 Fund | |
Jun-12 | -2.56 | 12.15 | 10.32 | 1.64% | 19,146 |
| Best Performance | Worst Performance | |||
|---|---|---|---|---|
| Return (%) | Period | Return (%) | Period | |
| Week | 9.40 | 01-Apr-2020 - 09-Apr-2020 | -20.09 | 16-Mar-2020 - 23-Mar-2020 |
| Month | 18.30 | 23-Mar-2020 - 22-Apr-2020 | -36.86 | 20-Feb-2020 - 23-Mar-2020 |
| Quarter | 31.63 | 03-Apr-2020 - 06-Jul-2020 | -35.69 | 23-Dec-2019 - 23-Mar-2020 |
| Year | 82.53 | 23-Mar-2020 - 23-Mar-2021 | -31.69 | 22-Mar-2019 - 23-Mar-2020 |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
| Motilal Oswal Flexi Cap Reg-G | 9.65 | 21.45 | 0.29 | 0.29 | 0.95 | -7.84 |
| S&P BSE 500 TRI | 18.19 | 21.83 | 0.67 | 0.73 | -- | -- |
| Equity: Flexi Cap | 16.35 | 21.01 | 0.61 | 0.66 | 0.93 | -0.75 |
| Rank within category | 46 | 32 | 48 | 48 | 30 | 47 |
| Number of funds in category | 48 | 48 | 48 | 48 | 48 | 48 |
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 30-Apr-2022
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| Number of Stocks | 31 |
| Top 10 Stocks (%) | 54.56 |
| Top 5 Stocks (%) | 30.35 |
| Top 3 Sectors (%) | 56.46 |
| Portfolio P/B Ratio | 4.35 |
| Portfolio P/E Ratio | 30.80 |
| Fund | Category | |
|---|---|---|
| Average Mkt Cap (Rs Cr) | 1,86,365 | 1,48,073 |
| Giant (%) | 56.18 | 52.68 |
| Large (%) | 26.14 | 19.34 |
| Mid (%) | 11.79 | 22.00 |
| Small (%) | 5.89 | 6.44 |
| Tiny (%) | -- | 0.10 |
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Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 30-Apr-2022
— Siddharth Bothra since 19-May-2021
Education: Mr. Bothra has done his Post Graduate Program (PGP) from Indian School of Business (ISB), Hyderabad, which included an international MBA exchange program with NYU Stern Leonard N. Stern School of Business, New York.
Experience: Prior to joining Motilal Oswal AMC he had an extensive stint with Motilal Oswal Securities ltd. as senior analyst in the institutional equities division covering various sectors. During his stint with Motilal Oswal Securities ltd. Mr. Bothra won various recognition such as: ZEE Business TV - India's Best Analyst Awards 2009 Infrastructure, ET Reuters Starmine Awards No.1 Earnings Estimator 2009 Real Estate & No. 2 Stock Picker 2010 Real Estate. Mr. Bothra has also worked with broking outfits like Achemy Share & Stocks and VCK Share & Stocks in the past.
Interviews:
Funds Managed:
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.
| Min. Investment (₹) | 500 |
| Min. Addl Investment (₹) | 500 |
| Min. SIP Investment (₹) | 500 |
| Min. No of Cheques | 12 |
| Min. Withdrawal (₹) | 500 |
| Min. Balance (₹) | -- |
| Lock-in Period | Not Applicable |
| Exit Load | 1% for redemption within 15 days |
| Fund House: | Motilal Oswal Mutual Fund |
| Launch Date: | 28-Apr-2014 |
| Return Since Launch: | 14.50% |
| Benchmark: | NIFTY 500 TRI |
| Riskometer: | Very High |
| Type: | Open-ended |
| Assets: | ₹ 9,531 Cr (As on 30-Apr-2022) |
| Expense: | 1.91% (As on 31-Mar-2022) |
| Risk Grade: | Above Average |
| Return Grade: | Low |
| Turnover: | 40.00% |
| Plan | Record Date | Dividend (₹ / Unit) | |||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IDCW | 29-Mar-2022 | 1.6300 | |||||||||||||||||
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AMC: Motilal Oswal Asset Management Company Ltd.
Address: Motilal Oswal Towers - 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400025
Phone: 022-39804238 / 1800-200-6626
Website: http://www.motilaloswalmf.com
Registrar & Transfer Agent: KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016
Phone: 040-44857874
Email: [email protected]
Website: www.karvymfs.com
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Friday, 20-May-2022
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