Motilal Oswal Flexi Cap Fund Regular-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 5.23%
Fund NAV

Fund Overview of Motilal Oswal Flexi Cap Fund Regular-growth

  • ₹13,726.6 Cr
    AUM
  • ₹62.07
    NAV
  • 1.72%
    Expense Ratio
  • Equity
    Fund Category
As on Tue Oct 07, 2025

Returns of Motilal Oswal Flexi Cap Fund Regular-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 5.23% NA 3.06%
6 Months 18.27% NA 12.13%
1 Year 3.01% 3.01% 0.23%
2 Years 58.38% 25.85% 19.05%
3 Years 84.00% 22.54% 17.87%
5 Years 145.78% 19.70% 20.71%
7 Years 137.46% 13.15% NA
10 Years 271.77% 14.03% 14.09%
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As on Tue Oct 07, 2025

Asset Allocation

equities

93.97%

debt instruments

1.77%

other assets or cash equivalents

4.26%
Large Cap: 44.92%
Mid Cap: 53.66%
Small Cap: 1.42%
Other: 0.00%
Top Holdings
Coforge Ltd
10.20%
Polycab India Ltd
10.14%
Polycab India Ltd
9.94%
Dixon Technologies (india) Ltd
9.82%
Zomato Ltd
9.61%
 
Top Sectors
Technology
61.40%
Consumer Discretionary
49.78%
Industrials
43.96%
Financial
18.86%
Unspecified
12.77%
Detailed Portfolio Analysis
As on Tue Oct 07, 2025
Invest Now

About Fund

About Motilal Oswal Flexi Cap Fund Regular-growth

Motilal Oswal Flexi Cap Fund Regular-growth is one Equity mutual fund offered by Motilal Oswal Mutual Fund. Launched on 28 Apr 2014, the fund aims Long-term capital growth. Investment in equity and equity related instruments across sectors and market-capitalization levels. It manages assets worth ₹13,726.6 crore as on Thu Jul 31, 2025. , with a 52-week NAV range between ₹52.76 and ₹65.74. The expense ratio stands at 1.72%.
The portfolio allocation consists of 93.97% in equities, 1.77% in debt instruments, 4.26% in other assets or cash equivalents. Managed by Niket Shah, it has delivered a return of 3.01% in the last year, a total return since inception of 17.65%.

Read more
  • Ajay Khandelwal

    Fund Manager

  • Mr. Khandelwal is MBA & Bachelor of Engineering.

    Manager Education

  • Atul Mehra

    Fund Manager

  • Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA

    Manager Education

  • Sunil Sawant

    Fund Manager

  • Mr. Sawant has done M.Com

    Manager Education

  • Rakesh Shetty

    Fund Manager

  • Mr. Shetty has done B.Com

    Manager Education

  • Niket Shah

    Fund Manager

  • Mr. Shah is a MBA in Finance

    Manager Education

Key Metrics of Motilal Oswal Flexi Cap Fund Regular-growth

  • Standard Deviation
    15.66%
  • Sharpe Ratio
    0.95%
  • Alpha
    7.19%
  • Beta
    0.95%

Fund Details

Fund Names Motilal Oswal Flexi Cap Fund Regular-growth
Inception Date 28 Apr 2014
Lock In No Lock-in
SIP Minimum Investment amount ₹ 100
SWP Minimum Investment amount ₹ 500
STP Minimum Investment amount ₹ 500
 
Risk Principal at very high risk
Category Average Annual Returns 0.23
52 Weeks High 65.74
52 Weeks Low 52.76
More Details

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Quant Flexi Cap Fund-growth trend ₹7,011 3.93% -2.50% -7.90% 16.46% 25.95%
360 One Focused Fund Direct-growth trend ₹7,487 1.80% -0.45% -0.50% 17.58% 21.60%
Tata Retirement Savings Fund Progressive Plan Regular-growth trend ₹2,085 0.12% -3.49% -1.00% 15.12% 15.39%
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Motilal Oswal Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Motilal Oswal Flexi Cap Fund Direct-growth increase ₹13,727 -0.34% -1.35% 17.54% 1.48% 23.09%
Motilal Oswal Focused Fund Direct-growth increase ₹1,531 3.26% 0.91% 21.93% -10.39% 10.41%
Motilal Oswal Focused Fund Regular-growth increase ₹1,531 3.16% 0.63% 21.24% -11.41% 9.15%
Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular-growth increase ₹711 2.47% -3.53% 18.17% -14.13% -
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-growth increase ₹711 2.54% -3.37% 18.58% -13.52% -
Motilal Oswal Nifty 500 Momentum 50 Etf-growth increase ₹216 2.54% -3.37% 18.32% -13.92% -
Motilal Oswal Bse 1000 Index Fund Regular-growth increase ₹47 1.50% -1.39% - - -
Motilal Oswal Bse 1000 Index Fund Direct-growth increase ₹47 1.57% -1.20% - - -
Motilal Oswal Nifty Alpha 50 Etf-growth increase ₹5 -0.42% - - - -
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increase growth is based on 1-month returns of the funds

Mutual Fund Calculator

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Tax Information

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

More Details
You can also get Tax Free Maturity/ Returns? You can also get Tax Free Maturity/ Returns?

Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
360 One Focused Fund Direct-growth trend ₹7,487 ₹53.27 17.58% 21.60% 17.32%
Quant Flexi Cap Fund-growth trend ₹7,011 ₹97.21 16.46% 25.95% 18.72%
Tata Retirement Savings Fund Progressive Plan Regular-growth trend ₹2,085 ₹64.84 15.12% 15.39% 13.01%
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Coforge LtdTechnology10.20%₹1,399.59 Cr
Polycab India LtdIndustrials10.14%₹1,374.38 Cr
Polycab India LtdIndustrials9.94%₹1,364.20 Cr
Dixon Technologies (india) LtdConsumer Discretionary9.82%₹1,347.28 Cr
Zomato LtdTechnology9.61%₹1,302.00 Cr
Dixon Technologies (india) LtdConsumer Discretionary9.41%₹1,275.44 Cr
Coforge LtdTechnology9.39%₹1,272.80 Cr
Persistent Systems LtdTechnology8.90%₹1,205.63 Cr
Kalyan Jewellers India LtdConsumer Discretionary8.66%₹1,189.40 Cr
Persistent Systems LtdTechnology8.65%₹1,186.92 Cr
Kalyan Jewellers India LtdConsumer Discretionary7.54%₹1,022.18 Cr
Trent LtdConsumer Discretionary7.31%₹1,003.60 Cr
Cholamandalam Investment & Finance Company LtdFinancial6.99%₹946.75 Cr
Trent LtdConsumer Discretionary6.93%₹938.62 Cr
Cg Power & Industrial Solutions LtdIndustrials6.83%₹926.19 Cr
Cg Power & Industrial Solutions LtdIndustrials6.51%₹893.29 Cr
Siemens Energy India LtdEnergy & Utilities5.90%₹809.48 Cr
Net ReceivablesUnspecified5.77%₹792.24 Cr
Siemens Energy India LtdEnergy & Utilities5.50%₹745.43 Cr
Cholamandalam Investment & Finance Company LtdFinancial5.26%₹721.60 Cr
Bharti Airtel Ltd PpeTechnology5.24%₹719.70 Cr
Net ReceivablesUnspecified4.26%₹577.24 Cr
Bharti Airtel LtdTechnology3.07%₹421.30 Cr
Bharti Airtel Ltd PpeTechnology2.86%₹387.12 Cr
Icici Bank LtdFinancial2.70%₹370.28 Cr
Larsen & Toubro LtdIndustrials2.70%₹365.90 Cr
Larsen & Toubro LtdIndustrials2.65%₹363.65 Cr
Icici Bank LtdFinancial2.49%₹336.93 Cr
Pg Electroplast LtdIndustrials2.05%₹281.96 Cr
One 97 Communications LtdIndustrials2.07%₹280.95 Cr
Max Healthcare Institute LtdHealthcare1.82%₹249.20 Cr
Others CbloUnspecified1.77%₹240.01 Cr
Kaynes Technology India LtdTechnology1.56%₹211.56 Cr
Kaynes Technology India LtdTechnology1.46%₹200.22 Cr
Jio Financial Services LimitedFinancial1.44%₹197.55 Cr
Pg Electroplast LtdIndustrials1.30%₹175.81 Cr
Reverse Repo/cbloUnspecified0.97%₹133.51 Cr
Zomato LtdTechnology0.48%₹65.67 Cr
Mahindra & Mahindra LtdConsumer Discretionary0.12%₹16.02 Cr
Polycab India Limited October 2025 FutureIndustrials-0.23%₹-31.10 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Quant Flexi Cap Fund-growth increase ₹97.21 16.46% 25.95% -
360 One Focused Fund Direct-growth increase ₹53.27 17.58% 21.60% -
Tata Retirement Savings Fund Progressive Plan Regular-growth increase ₹64.84 15.12% 15.39% -
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Motilal Oswal Flexi Cap Fund Regular-growth

What is the current AUM of Motilal Oswal Flexi Cap Fund Regular-growth?

As of Thu Jul 31, 2025, Motilal Oswal Flexi Cap Fund Regular-growth manages assets worth ₹13,726.6 crore

How has Motilal Oswal Flexi Cap Fund Regular-growth performed recently?

  • 3 Months: 5.23%
  • 6 Months: 18.27%

What is the long-term performance of Motilal Oswal Flexi Cap Fund Regular-growth?

  • 3 Years CAGR: 22.54%
  • 5 Years CAGR: 19.70%
  • Since Inception: 17.65%

What is the portfolio composition of Motilal Oswal Flexi Cap Fund Regular-growth?

Equity: 93.97%, Debt: 1.77%, Others: 4.26%.

Who manages Motilal Oswal Flexi Cap Fund Regular-growth?

Motilal Oswal Flexi Cap Fund Regular-growth is managed by Niket Shah from Motilal Oswal Mutual Fund.

What is the market-cap allocation of Motilal Oswal Flexi Cap Fund Regular-growth?

Large Cap: 44.92%, Mid Cap: 53.66%, Small Cap: 1.42%.

Which are the top companies Motilal Oswal Flexi Cap Fund Regular-growth has invested in?

  • Coforge Ltd – 10.20% of the fund's portfolio
  • Polycab India Ltd – 10.14% of the fund's portfolio
  • Polycab India Ltd – 9.94% of the fund's portfolio
  • Dixon Technologies (India) Ltd – 9.82% of the fund's portfolio
  • Zomato Ltd – 9.61% of the fund's portfolio

Which are the major sectors Motilal Oswal Flexi Cap Fund Regular-growth focuses on?

  • Technology – 61.40% of the fund's portfolio
  • Consumer Discretionary – 49.78% of the fund's portfolio
  • Industrials – 43.96% of the fund's portfolio
  • Financial – 18.86% of the fund's portfolio
  • Unspecified – 12.77% of the fund's portfolio
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