September 22, 2025
RA Jainee
Motilal Oswal Flexi Cap Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 70.9431
NAV IDCW: Rs 37.7209
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) 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
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.
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 365 days |
Basic Details of Motilal Oswal Flexi Cap Fund
| Fund House | Motilal Oswal Mutual Fund |
| Launch Date | 28-Apr-14 |
| Return Since Launch | 18.75% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 13,679 Cr |
| (As on 31-Aug-2025) | |
| Expense | 0.86% |
| (As on 31-Aug-2025) | |
| Risk Grade | Above Average |
| Return Grade | Above Average |
| Turnover | 126.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Flexi Cap Dir | 0.70 | -0.61 | 4.06 | 7.20 | 14.19 | 4.51 | 23.46 | 21.05 | 14.79 | 14.97 |
| BSE 500 TRI | 5.82 | -0.14 | 1.91 | 3.73 | 13.14 | -0.83 | 16.19 | 20.85 | 14.97 | 14.80 |
| Equity: Flexi Cap | 4.21 | -0.12 | 2.05 | 4.01 | 13.79 | -0.11 | 17.76 | 21.01 | 15.49 | 14.91 |
| Rank within category | 81 | 108 | 5 | 5 | 37 | 9 | 8 | 23 | 26 | 19 |
| Number of funds in category | 95 | 108 | 105 | 101 | 97 | 87 | 71 | 53 | 41 | 34 |
Peer Comparison of Motilal Oswal Flexi Cap Fund
| 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 | 4 star | 4.51 | 23.46 | 21.05 | 0.86 | 13,679 | 18.75 | 1.00 (365) | 11Y 4M | 126.00 |
| Parag Parikh Flexi Cap Dir | 5 star | 7.82 | 22.16 | 23.56 | 0.63 | 1,15,040 | 19.96 | 2.00 (365) | 12Y 3M | 16.02 |
| HDFC Flexi Cap Dir | 5 star | 7.20 | 23.70 | 29.37 | 0.70 | 81,936 | 17.24 | 1.00 (365) | 12Y 8M | 16.09 |
| HDFC Focused Dir | 5 star | 7.89 | 23.97 | 29.96 | 0.57 | 22,444 | 16.11 | 1.00 (365) | 12Y 8M | 19.40 |
| Franklin India Flexi Cap Dir | 4 star | -0.63 | 19.73 | 25.11 | 0.89 | 18,727 | 16.87 | 1.00 (365) | 12Y 8M | 19.83 |
Portfolio Analysis of Motilal Oswal Flexi Cap Fund
| No. of Stocks | 18 |
| Top 10 Stocks | 83.61% |
| Top 5 Stocks | 49.59% |
| Top 3 Sectors | 80.78% |
| Portfolio P/B Ratio | 9.39 |
| Portfolio P/E Ratio | 56.08 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,14,921 | 1,73,265 |
| Giant (%) | 25.18 | 50.06 |
| Large (%) | 53.63 | 22.94 |
| Mid (%) | 21.19 | 22.26 |
| Small (%) | — | 6.76 |
| Tiny (%) | — | 0.75 |
Chanakya’s Mutual Fund Guidance For Motilal Oswal Flexi Cap Fund
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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