Motilal Oswal Flexi Cap Fund - Direct Plan has delivered 46.65% absolute return over the last 5 years.
The average return for Flexi Cap funds is 66.68% .
This fund ranks #23 in its category based on 5-year returns.
The largest portfolio holding is KALYAN JEWELLERS INDIA LTD with a portfolio weight of 8.79% .
The fund currently owns more than 34 stocks.
The top 10 holdings account for 46.59% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 15.38% | -1.16% |
| 2 Year Return | 69.08% | 12.01% |
| 3 Year Return | 99.16% | 35.81% |
| 4 Year Return | 160.64% | 52.38% |
| 5 Year Return | 162.56% | 66.68% |
| 6 Year Return | 172.19% | 109.08% |
| 7 Year Return | 309.64% | 129.34% |
| Expense Ratio | 0.73% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Gems, Jewellery & Precious Metals |
8.79%
|
|
| 2 | E-Commerce/E-Retail |
5.97%
|
|
| 3 | Industrials |
5.57%
|
|
| 4 | IT Consulting & Software |
4.26%
|
|
| 5 | Non-Banking Financial Company (NBFC) |
4.23%
|
|
| 6 | Auto Ancl - Batteries |
3.89%
|
|
| 7 | Financials |
3.63%
|
|
| 8 | IT Consulting & Software |
3.53%
|
|
| 9 | Cables - Power/Others |
3.37%
|
|
| 10 | Health Care |
3.35%
|
|
| 11 | IT Equipments & Peripherals |
3.28%
|
|
| 12 | Electric Equipment - General |
3.27%
|
AMC: MOTILALOSWAL
Category: Equity • Flexi Cap
Launch Date: 07 Apr 2014
Fund Manager: Mr. Rakesh Shetty
Minimum Purchase: ₹500
Exit Load: 1% - If redeemed on or before 1 Year from the date of allotment. Nil - If redeemed after 1 Year from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
Motilal Oswal Flexi Cap Fund - Direct Plan is managed by MOTILALOSWAL and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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