September 16, 2022
mayank
Motilal Oswal Flexi Cap Fund
NAV Growth : Rs 38.3196
NAV IDCW : Rs 25.1119
Suitable For Which Investors ?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy :
The Scheme seeks to achieve long term capital appreciation by primarily investing in equity & equity related instruments across sectors and market-capitalization levels.
Fund Manager :
1) Niket Shah
Education : Mr. Shah is a MBA in Finance
Experience : Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst – Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst – Midcaps from June 2008 to March 2010.
2) Siddharth Bothra
Education : Mr. Bothra has done his Post Graduate Program (PGP) from Indian School of Business (ISB), Hyderabad, which included an international MBA exchange program with NYU Stern Leonard N. Stern School of Business, New York.
Experience : Prior to joining Motilal Oswal AMC he had an extensive stint with Motilal Oswal Securities ltd. as senior analyst in the institutional equities division covering various sectors. During his stint with Motilal Oswal Securities ltd. Mr. Bothra won various recognition such as: ZEE Business TV – India’s Best Analyst Awards 2009 Infrastructure, ET Reuters Starmine Awards No.1 Earnings Estimator 2009 Real Estate & No. 2 Stock Picker 2010 Real Estate. Mr. Bothra has also worked with broking outfits like Achemy Share & Stocks and VCK Share & Stocks in the past.
3) Abhiroop Mukherjee
Education : Mr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management.
Experience : Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai.
Investment Details
| Min. Investment (Rs) : | 500 |
| Min. Addl Investment (Rs) : | 500 |
| Min. SIP Investment (Rs) : | 500 |
| Min. Withdrawal (Rs) : | 500 |
| Min. No of Cheques : | 12 |
| Min. Balance (Rs) : | — |
| Lock-in Period : | NA |
| Exit Load : | 1% for redemption within 15 days |
Basic Details
| Fund House : | Motilal Oswal Mutual Fund |
| Launch Date : | 28-Apr-14 |
| Return Since Launch : | 17.37% |
| Benchmark : | NIFTY 500 TRI |
| Riskometer : | Very High |
| Type : | Open-ended |
| Assets : | Rs 9,491 Cr |
| (As on 31-Aug-2022) | |
| Expense Ratio : | 0.94% |
| (As on 31-Jul-2022) | |
| Risk Grade : | Above Average |
| Return Grade : | Low |
| Turnover : | 30.00% |
Motilal Oswal Flexi Cap Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Flexi Cap Dir | 3.32 | 0.28 | 7.54 | 20.62 | 14.81 | -1.63 | 13.01 | 7.02 | 11.83 | — |
| S&P BSE 500 TRI | 5.51 | -0.3 | 2.99 | 17.05 | 10.99 | 5.38 | 21.52 | 13.42 | 14.77 | — |
| Equity: Flexi Cap | 3.09 | -0.3 | 3.25 | 16.78 | 9.77 | 4.19 | 20.24 | 12.7 | 14.1 | — |
| Rank within category | 33 | 5 | 3 | 4 | 5 | 56 | 49 | 35 | 29 | — |
| Number of funds in category | 64 | 72 | 70 | 68 | 68 | 63 | 49 | 35 | 34 | 1 |
Motilal Oswal Flexi Cap Fund Peer Comparison
| Fund name | Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) |
| Motilal Oswal Flexi Cap Dir | 1 star | -1.63 | 13.01 | 7.02 | 0.94 | 9,491 | 17.37 | 1.00 (15) | 8yrs 4mo | 30.00 |
| SBI Focused Eqt Dir | 4 star | 0.13 | 21.15 | 15.31 | 0.67 | 27,450 | 15.91 | 1.00 (365) | 9yrs 8mo | 34.00 |
| UTI Flexi Cap Dir | 4 star | -6.01 | 22.81 | 15.41 | 0.95 | 26,503 | 15.68 | 1.00 (365) | 9yrs 8mo | 9.00 |
| Parag Parikh Flexi Cap Dir | 5 star | 0.95 | 26.22 | 18.70 | 0.77 | 25,996 | 19.55 | 2.00 (365) | 9yrs 3mo | 16.56 |
| Mirae Asset Focused Dir | 5 star | -1.63 | 23.55 | — | 0.50 | 8,993 | 23.28 | 1.00 (365) | 3yrs 4mo | 33.00 |
Portfolio Analysis
| No. of Stocks : | 29 |
| Top 10 Stocks % : | 53.81 |
| Top 5 Stocks % : | 32.27 |
| Top 3 Sectors % : | 59.40 |
| Portfolio P/B Ratio : | 4.25 |
| Portfolio P/E Ratio : | 32.07 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,63,262 | 1,52,321 |
| Giant (%) | 55.63 | 52.20 |
| Large (%) | 15.14 | 19.43 |
| Mid (%) | 24.86 | 22.26 |
| Small (%) | 4.36 | 6.56 |
| Tiny (%) | — | 0.09 |
Motilal Oswal Flexi Cap Fund by Chanakya :
Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.
Apply Online :
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