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motilal oswal flexicap fund direct plan growth
Motilal Oswal Flexicap Fund Direct Plan Growth

Motilal Oswal Flexicap Fund Direct Plan Growth

  • Very High Risk
  • Equity
  • Flexi Cap
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NAV as on Jul 4, 2025
i
Price per unit of the scheme.
₹ 69.7048-1.07%1 Day Change
5.64%
Minimum Investment₹500
Expense Ratio0.96%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
2
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Motilal Oswal Flexicap Fund Direct Plan Growth
VS
Equity: Flexi Cap Average NAV
    Topper in Equity: Flexi Cap
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Motilal Oswal Flexicap Fund Direct Plan Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty 500 TR INR
    Expense Ratio
    0.96%
    Category Avg Expense Ratio
    0.77%
    Minimum Investment (Lumpsum/SIP)
    ₹ 500 /₹ 100
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 13,023.40 Cr(As on May, 2025)
    Inception Date
    Apr 28, 2014
    Turnover
    130.00 %
    Exit Load
    1% - If redeemed on or before 1year from the date of allotment.Nil - If redeemed after 1 year fromthe date of allotment.

    bt_logoABOUT THE FUND

    Objective: The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in equity & equity related instruments across sectors and market-capitalization levels. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

    Motilal Oswal Flexicap Fund Direct Plan Growth is an Equity - Flexi Cap fund. The fund was launched inApr 28, 2014. Its risk level is . The NAV of the fund as onJul 04, 2025 is ₹69.70. Its expense ratio is 0.96 %. The fund has an AUM of ₹13,023.40 Cr.The fund is managed bySiddharth Bothra,Rakesh Shetty,Niket Shah,Ankush Sood,Santosh Singh,Sunil Sawant,Ajay Khandelwal,Atul Mehra.
    The minimum initial investment is  ₹500 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Siddharth Bothra
    Siddharth Bothra
    i
    Lead Fund Manager.
    May 19, 2021 - Present
    • Fund Manager Rank8Out of 28
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed3
    • Total AUM₹ 15,006.40 Cr
    • Highest Return In 1 Yr18.37 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Motilal Oswal Flexicap Fund Direct Plan Growth
    ₹ 69.70
    5.64%
    3.41%
    Very High Risk
    ₹13,023.40Cr
    Motilal Oswal Focused Direct Growth
    ₹ 50.57
    -0.13%
    3.17%
    Very High Risk
    ₹1,554.62Cr
    Motilal Oswal Equity Hybrid Fund Direct Growth
    ₹ 19.65
    1.22%
    1.07%
    Very High Risk
    ₹428.38Cr
    Motilal Oswal Flexicap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 69.70
    • Fund Size₹13,023.40Cr
    Fund Return5.64%
    Category Return3.41%
    Motilal Oswal Focused Direct Growth
    Very High Risk
    • NAV₹ 50.57
    • Fund Size₹1,554.62Cr
    Fund Return-0.13%
    Category Return3.17%
    Motilal Oswal Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 19.65
    • Fund Size₹428.38Cr
    Fund Return1.22%
    Category Return1.07%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Santosh Singh
    Santosh Singh
    i
    Lead Fund Manager.
    Aug 1, 2023 - Present
    • Fund Manager Rank8Out of 28
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed11
    • Total AUM₹ 68,173.23 Cr
    • Highest Return In 1 Yr28.82 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
    ₹ 21.86
    4.14%
    2.04%
    Very High Risk
    ₹923.18Cr
    Motilal Oswal Multi Asset Fund Direct Growth
    --
    ₹ 12.90
    -0.12%
    -%
    Moderately High risk
    ₹94.42Cr
    Motilal Oswal Equity Hybrid Fund Direct Growth
    ₹ 19.65
    1.22%
    1.07%
    Very High Risk
    ₹428.38Cr
    Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 21.86
    • Fund Size₹923.18Cr
    Fund Return4.14%
    Category Return2.04%
    Motilal Oswal Multi Asset Fund Direct Growth
    Moderately High risk--
    • NAV₹ 12.90
    • Fund Size₹94.42Cr
    Fund Return-0.12%
    Category Return--
    Motilal Oswal Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 19.65
    • Fund Size₹428.38Cr
    Fund Return1.22%
    Category Return1.07%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Rakesh Shetty
    Rakesh Shetty
    i
    Lead Fund Manager.
    Nov 22, 2022 - Present
    • Schemes managed33
    • Total AUM₹ 90,555.32 Cr
    • Highest Return In 1 Yr28.82 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
    --
    ₹ 15.72
    2.07%
    -%
    Very High Risk
    ₹915.88Cr
    Motilal Oswal S&P BSE Quality Index Fund Direct Growth
    --
    ₹ 17.37
    3.11%
    -%
    Very High Risk
    ₹51.78Cr
    Motilal Oswal Large and Midcap Fund Direct Growth
    ₹ 37.08
    2.13%
    3.38%
    Very High Risk
    ₹10,840.40Cr
    Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.72
    • Fund Size₹915.88Cr
    Fund Return2.07%
    Category Return--
    Motilal Oswal S&P BSE Quality Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.37
    • Fund Size₹51.78Cr
    Fund Return3.11%
    Category Return--
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 37.08
    • Fund Size₹10,840.40Cr
    Fund Return2.13%
    Category Return3.38%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Niket Shah
    Niket Shah
    i
    Lead Fund Manager.
    Jul 1, 2022 - Present
    • Schemes managed8
    • Total AUM₹ 66,095.80 Cr
    • Highest Return In 1 Yr28.82 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Motilal Oswal Midcap 30 Direct Growth
    ₹ 118.77
    3.91%
    3.42%
    Very High Risk
    ₹30,401.09Cr
    Motilal Oswal Flexicap Fund Direct Plan Growth
    ₹ 69.70
    5.64%
    3.41%
    Very High Risk
    ₹13,023.40Cr
    Motilal Oswal Large and Midcap Fund Direct Growth
    ₹ 37.08
    2.13%
    3.38%
    Very High Risk
    ₹10,840.40Cr
    Motilal Oswal Midcap 30 Direct Growth
    Very High Risk
    • NAV₹ 118.77
    • Fund Size₹30,401.09Cr
    Fund Return3.91%
    Category Return3.42%
    Motilal Oswal Flexicap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 69.70
    • Fund Size₹13,023.40Cr
    Fund Return5.64%
    Category Return3.41%
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 37.08
    • Fund Size₹10,840.40Cr
    Fund Return2.13%
    Category Return3.38%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ankush Sood
    Ankush Sood
    i
    Lead Fund Manager.
    Aug 25, 2021 - Present
    • Schemes managed9
    • Total AUM₹ 64,262.06 Cr
    • Highest Return In 1 Yr28.82 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Motilal Oswal Large and Midcap Fund Direct Growth
    ₹ 37.08
    2.13%
    3.38%
    Very High Risk
    ₹10,840.40Cr
    Motilal Oswal Midcap 30 Direct Growth
    ₹ 118.77
    3.91%
    3.42%
    Very High Risk
    ₹30,401.09Cr
    Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth
    --
    ₹ 11.82
    2.20%
    -%
    Very High Risk
    ₹35.75Cr
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 37.08
    • Fund Size₹10,840.40Cr
    Fund Return2.13%
    Category Return3.38%
    Motilal Oswal Midcap 30 Direct Growth
    Very High Risk
    • NAV₹ 118.77
    • Fund Size₹30,401.09Cr
    Fund Return3.91%
    Category Return3.42%
    Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 11.82
    • Fund Size₹35.75Cr
    Fund Return2.20%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sunil Sawant
    Sunil Sawant
    i
    Lead Fund Manager.
    Jul 1, 2024 - Present
    • Schemes managed10
    • Total AUM₹ 66,930.47 Cr
    • Highest Return In 1 Yr28.82 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
    ₹ 21.86
    4.14%
    2.04%
    Very High Risk
    ₹923.18Cr
    Motilal Oswal Flexicap Fund Direct Plan Growth
    ₹ 69.70
    5.64%
    3.41%
    Very High Risk
    ₹13,023.40Cr
    Motilal Oswal Midcap 30 Direct Growth
    ₹ 118.77
    3.91%
    3.42%
    Very High Risk
    ₹30,401.09Cr
    Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 21.86
    • Fund Size₹923.18Cr
    Fund Return4.14%
    Category Return2.04%
    Motilal Oswal Flexicap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 69.70
    • Fund Size₹13,023.40Cr
    Fund Return5.64%
    Category Return3.41%
    Motilal Oswal Midcap 30 Direct Growth
    Very High Risk
    • NAV₹ 118.77
    • Fund Size₹30,401.09Cr
    Fund Return3.91%
    Category Return3.42%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ajay Khandelwal
    Ajay Khandelwal
    i
    Lead Fund Manager.
    Oct 1, 2024 - Present
    • Schemes managed12
    • Total AUM₹ 83,076.38 Cr
    • Highest Return In 1 Yr28.82 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Canara Robeco Mid Cap Fund Direct Growth
    --
    ₹ 17.94
    3.22%
    3.42%
    Very High Risk
    ₹2,961.56Cr
    Canara Robeco Small Cap Fund Direct Growth
    ₹ 44.15
    4.77%
    3.87%
    Very High Risk
    ₹12,369.98Cr
    Motilal Oswal Long Term Equity Fund Direct Plan Growth
    ₹ 60.47
    2.23%
    3.20%
    Very High Risk
    ₹4,359.64Cr
    Canara Robeco Mid Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.94
    • Fund Size₹2,961.56Cr
    Fund Return3.22%
    Category Return3.42%
    Canara Robeco Small Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 44.15
    • Fund Size₹12,369.98Cr
    Fund Return4.77%
    Category Return3.87%
    Motilal Oswal Long Term Equity Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 60.47
    • Fund Size₹4,359.64Cr
    Fund Return2.23%
    Category Return3.20%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Atul Mehra
    Atul Mehra
    i
    Lead Fund Manager.
    Oct 1, 2024 - Present
    • Schemes managed9
    • Total AUM₹ 37,343.75 Cr
    • Highest Return In 1 Yr28.82 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Motilal Oswal Multi Cap Fund Direct Growth
    --
    ₹ 13.95
    3.77%
    3.45%
    Very High Risk
    ₹3,843.93Cr
    Motilal Oswal Business Cycle Fund Direct Growth
    --
    ₹ 12.76
    3.40%
    -%
    Very High Risk
    ₹1,910.17Cr
    Motilal Oswal Manufacturing Fund Direct Growth
    --
    ₹ 11.49
    0.40%
    -%
    Very High Risk
    ₹793.99Cr
    Motilal Oswal Multi Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 13.95
    • Fund Size₹3,843.93Cr
    Fund Return3.77%
    Category Return3.45%
    Motilal Oswal Business Cycle Fund Direct Growth
    Very High Risk--
    • NAV₹ 12.76
    • Fund Size₹1,910.17Cr
    Fund Return3.40%
    Category Return--
    Motilal Oswal Manufacturing Fund Direct Growth
    Very High Risk--
    • NAV₹ 11.49
    • Fund Size₹793.99Cr
    Fund Return0.40%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on May, 2025
    EQUITY (76.44%)
    DEBT (-%)
    CASH (23.56%)
    Allocation by Market Cap
    Large Cap(45.13%)
    Mid Cap(29.82%)
    Small Cap(2.08%)
    Industry Holdings
    • Information Technology Services26.21%
    • Electrical Equipment Parts19.98%
    • Telecom Services11.06%
    • Luxury Goods10.05%
    • Apparel Stores7.85%
    • Credit Services7.18%
    Stock Holdings
    • Coforge Ltd10.67%
    • Persistent Systems Ltd9.52%
    • Polycab India Ltd8.93%
    • Kalyan Jewellers India Ltd7.75%
    • CG Power & Industrial Solutions Ltd6.46%
    • Trent Ltd6.04%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      8.19
      This Fund
      VS
      1.48
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      65.47
      This Fund
      VS
      87.19
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.91
      This Fund
      VS
      0.93
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      1.34
      This Fund
      VS
      1.07
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      2.15
      This Fund
      VS
      1.86
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      15.77
      This Fund
      VS
      14.05
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Motilal Oswal Asset Management Company Limited - Portfolio Managers
    Motilal Oswal Asset Management Company Limited - Portfolio Managers manages assets worth ₹ 1,15,497.69 crores. It’s current offering of mutual fund schemes includes 40 equity, 3 debt and 5 hybrid schemes.
    phone icon
    Phone
    +91 22 39804263
    mail icon
    Email
    mfservice@motilaloswal.com
    aum
    AUM
    ₹ 1,15,497.69 Cr (
    As on May 31, 2025
    )
    location
    Address
    Motilal Oswal Tower, Mumbai,400 025

    bt_logoFAQ's

    What is the category of Motilal Oswal Flexicap Fund Direct Plan Growth ?
    The category of Motilal Oswal Flexicap Fund Direct Plan Growth is Equity - Flexi Cap
    What is the current NAV of Motilal Oswal Flexicap Fund Direct Plan Growth ?
    The current NAV of Motilal Oswal Flexicap Fund Direct Plan Growth as on Jul 04, 2025 is ₹69.70
    How safe is Motilal Oswal Flexicap Fund Direct Plan Growth ?
    The risk level of Motilal Oswal Flexicap Fund Direct Plan Growth is Very High.
    What are short term returns given by Motilal Oswal Flexicap Fund Direct Plan Growth ?
    The return given by Motilal Oswal Flexicap Fund Direct Plan Growth in 1 month is 5.64%, 3 months is 15.28%, 6 months is -2.63%, and 1 year is 11.97%
    What are the long term returns given by Motilal Oswal Flexicap Fund Direct Plan Growth ?
    The return given by Motilal Oswal Flexicap Fund Direct Plan Growth in 3 years is 29.26% and 5 years is 22.65%.
    What is the expense ratio of Motilal Oswal Flexicap Fund Direct Plan Growth ?
    The expense ratio of Motilal Oswal Flexicap Fund Direct Plan Growth is 0.96%
    What is the AUM of Motilal Oswal Flexicap Fund Direct Plan Growth ?
    The assets under Management (AUM) of Motilal Oswal Flexicap Fund Direct Plan Growth is Rs 13,023.40 crores.
    What is the minimum investment in Motilal Oswal Flexicap Fund Direct Plan Growth ?
    The minimum Lumpsum investment in Motilal Oswal Flexicap Fund Direct Plan Growth is ₹500.00 and the minimum SIP investment in Motilal Oswal Flexicap Fund Direct Plan Growth is ₹100.00
    What is the asset allocation of Motilal Oswal Flexicap Fund Direct Plan Growth?
    Motilal Oswal Flexicap Fund Direct Plan Growth has an exposure of 76.44% in Equity and 23.56% in Cash & Money Market Securities

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