Motilal Oswal Flexi Cap Fund

December 31, 2025 RA Jainee Leave a reply

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Motilal Oswal Flexi Cap Fund

⚖️ Sahifund Review – Motilal Oswal Flexi Cap Fund

✓ PLUS: Distinct investing style, strong long-term record, high-conviction bets
Motilal Oswal Flexi Cap Fund follows a focused, high-conviction investing approach, reflected in a compact portfolio of select stocks. The fund has delivered strong 3-year performance, highlighting its ability to generate alpha during favourable market cycles. Experienced fund managers and a clear growth-oriented philosophy make it attractive for long-term wealth creation.

⚖️ MINUS: High volatility, momentum swings, concentrated risk
The fund’s very high portfolio concentration can lead to sharp short-term underperformance, as seen in the negative 1-year returns. High portfolio turnover adds volatility and timing risk. Elevated valuations and selective stock exposure mean returns can lag during broader market rallies.

Sahifund Verdict:
Suitable only for high-risk investors with strong patience—rewarding over full cycles, but uncomfortable for conservative or short-term investors.

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| NFO Guidance |

What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail. 

Suitable For Which Investors? 
Flexi-cap funds are suitable for investors:
1. Seeking exposure in a diversified set of stocks for high returns 
2. Aiming for long-term wealth creation 
3. With a 5+ year investment horizon 
4. Who are at ease with the market’s ups and downs 
Note: 
• Invest only through SIP 

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) Ajay Khandelwal
Education: Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
2) Atul Mehra
Education: Mr. Mehra has done B.Com, Master’s Degree in Accounting and CFA
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd

Fund Manager: 

3) 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.
4) Rakesh Shetty
Education: Mr. Shetty has done B.Com
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.