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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Motilal Oswal Diversified Equity Flexicap Passive FoF - Direct Plan
|
High
|
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0.04 |
|||
|
Very High
|
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0.30 |
||||
|
Very High
|
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0.30 |
||||
|
Very High
|
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0.17 |
||||
|
Very High
|
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0.25 |
₹30 Cr
1.00 (15)
500
500
500
12
About Motilal Oswal Diversified Equity Flexicap Passive FoF - Direct Plan
Motilal Oswal Diversified Equity Flexicap Passive FoF - Direct Plan is a equity mutual fund scheme of Motilal Oswal Mutual Fund. Launched on January 22, 2026, it is currently managed by Swapnil P Mayekar and Rakesh Shetty. The fund has an expense ratio of 0.04% with an overall AUM (Assets Under Management) of ₹30 Cr.
Motilal Oswal Diversified Equity Flexicap Passive FoF - Direct Plan is mandated to invest at least 65 per cent of its assets in equity stocks at all times. Being a fund of funds, it invests its assets in a set of mutual fund schemes instead of the underlying securities directly. Flexi cap funds have complete freedom to invest in companies of different sizes, depending on where the fund management team expects maximum gains. The fund allows minimum lumpsum investment of ₹500 and minimum SIP of ₹500.
Investment Strategy
The scheme seeks to generate long term growth/capital appreciation by predominantly investing in passive funds such as ETFs/Index Funds of equity and equity related instruments that offers diversified exposure across all market capitalization segments.
Suitability
Flexi-cap funds are suitable for investors:
Note:
Capital Gains Taxation
The following tax treatment is based upon last 12-months asset allocation and may vary from other funds in the category.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Motilal Oswal Diversified Equity Flexicap Passive FoF - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Motilal Oswal Diversified Equity Flexicap Passive FoF - Direct Plan can be bought from the Motilal Oswal Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Motilal Oswal Diversified Equity Flexicap Passive FoF - Direct Plan, is ₹9.6322 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
33.07
|
|
|
32.87
|
|
|
32.71
|
Over the past five years, Motilal Oswal Diversified Equity Flexicap Passive FoF - Direct Plan has delivered an annualised return of --% as of 19-Mar-2026.
The minimum investment required to start investing in Motilal Oswal Diversified Equity Flexicap Passive FoF - Direct Plan is ₹500 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.