Motilal Oswal Flexi Cap Fund Direct - IDCW Payout/Reinvestment
Expense Ratio: 0.85
Risk: Very High
Equity Scheme - Flexi Cap Fund
Plan: Direct
Benchmark: Nifty 500 TRI
Inception: 07-04-2014
Exit Load: Nil
Fund Size:₹14,103.98 Cr
Performance
1Y
Fund-8.89%
Cat. Avg.-1.02%
2Y
Fund-7.28%
Cat. Avg.-0.59%
3Y
Fund8.88%
Cat. Avg.11.47%
5Y
Fund4.41%
Cat. Avg.9.65%
10Y
Fund4.94%
Cat. Avg.13.36%
SI
Fund10.36%
Cat. Avg.12.39%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | CG Power and Industrial Solutions Limited | 885.50 | 6.66% |
| 2 | Kalyan Jewellers India Limited | 881.00 | 6.63% |
| 3 | Eternal Limited | 727.65 | 5.47% |
| 4 | Coforge Limited | 628.14 | 4.72% |
| 5 | Shriram Finance Limited | 586.79 | 4.41% |
| 6 | Ather Energy Limited | 570.57 | 4.29% |
| 7 | Waaree Energies Limited | 501.26 | 3.77% |
| 8 | IndusInd Bank Limited | 477.41 | 3.59% |
| 9 | Samvardhana Motherson International Limited | 466.95 | 3.51% |
| 10 | Apollo Hospitals Enterprise Limited | 439.35 | 3.30% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 60782 | +1.3% | +2.7% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.17 L. | -2.3% | -2.4% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.81 L. | +0.6% | +0.4% |
| 5Y | 08 Nov, 21 | 3 L. | 3.53 L. | +17.7% | +6.6% |
| 10Y | 07 Nov, 16 | 6 L. | 7.77 L. | +29.6% | +5.1% |
| SI | 07 May, 14 | 7.50 L. | 10.98 L. | +46.4% | +5.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 91107 | -8.9% | -8.9% |
| 2Y | 16 Oct, 24 | 1 L. | 85977 | -14.0% | -7.3% |
| 3Y | 16 Oct, 23 | 1 L. | 1.29 L. | +29.1% | +8.9% |
| 5Y | 18 Oct, 21 | 1 L. | 1.23 L. | +23.1% | +4.2% |
| 10Y | 17 Oct, 16 | 1 L. | 1.64 L. | +63.6% | +5.1% |
| SI | 29 Apr, 14 | 1 L. | 3.42 L. | +242.0% | +10.4% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.