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Fund Overview of Motilal Oswal Flexi Cap Fund Regular-growth
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₹12,936.5 CrAUM
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₹58.06NAV
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1.88%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Motilal Oswal Flexi Cap Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 9.37% | NA | 3.06% |
| 6 Months | -4.08% | NA | 12.13% |
| 1 Year | -4.03% | -4.03% | 0.23% |
| 2 Years | 6.99% | 3.44% | 19.05% |
| 3 Years | 64.11% | 17.95% | 17.87% |
| 5 Years | 76.23% | 12.00% | 20.71% |
| 7 Years | 122.28% | 12.09% | NA |
| 10 Years | 226.42% | 12.56% | 14.09% |
Compare Motilal Oswal Flexi Cap Fund Regular-growth with other mutual funds in the same category
Motilal Oswal Flexi Cap Fund Regular-growth
ICICI Prudential Retirement Fund - Pure Equity Plan Direct-growth
ICICI Prudential Retirement Fund - Pure Equity Plan Direct-idcw
Asset Allocation
equities
94.70%other assets or cash equivalents
5.30%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 ₹12,936.5 crore as on Sun May 31, 2026. The expense ratio stands at 1.88%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Motilal Oswal Flexi Cap Fund Regular-growth
The portfolio allocation consists of 94.70% in equities, 5.30% in other assets or cash equivalents.Managed by Niket Shah, it has delivered a return of -4.03% in the last year, a total return since inception of 15.58%.
While planning wealth creation strategies many investors generally refer to best sip to invest based on performance consistency.
Key Metrics of Motilal Oswal Flexi Cap Fund Regular-growth
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Standard Deviation17.35%
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Sharpe Ratio0.72%
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Alpha4.84%
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Beta0.95%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Retirement Fund - Pure Equity Plan Direct-growth  |
₹1,924 | 2.82% | 9.19% | 10.52% | 23.92% | 22.98% |
| ICICI Prudential Retirement Fund - Pure Equity Plan Direct-idcw |
₹1,924 | 2.82% | 9.19% | 10.52% | 23.92% | 22.98% |
| ICICI Prudential Retirement Fund - Pure Equity Plan-growth |
₹1,924 | 2.71% | 8.82% | 9.05% | 22.22% | 21.31% |
| ICICI Prudential Retirement Fund - Pure Equity Plan-idcw |
₹1,924 | 2.71% | 8.82% | 9.05% | 22.22% | 21.31% |
| HDFC Focused Fund Direct-growth |
₹26,082 | 2.59% | 3.34% | 1.55% | 17.80% | 19.97% |
| HDFC Focused Fund Direct-idcw |
₹26,082 | 2.59% | 3.34% | 1.55% | 17.80% | 19.97% |
| HDFC Focused Fund Regular-growth |
₹26,082 | 2.50% | 3.10% | 0.54% | 16.52% | 18.55% |
| HDFC Focused Fund Regular-idcw |
₹26,082 | 2.50% | 3.10% | 0.54% | 16.52% | 18.55% |
| Bank Of India Flexi Cap Fund Direct-growth |
₹2,460 | 3.06% | 11.43% | 9.70% | 22.39% | 18.30% |
| Bank Of India Flexi Cap Fund Direct-idcw |
₹2,460 | 3.06% | 11.43% | 9.70% | 22.39% | 18.30% |
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
|
₹12,937 | 5.03% | 9.61% | -3.67% | -3.20% | 18.96% |
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Motilal Oswal Flexi Cap Fund Regular-idcw
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₹12,937 | 4.95% | 9.37% | -4.08% | -4.03% | 17.95% |
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Motilal Oswal Flexi Cap Fund Direct-idcw
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₹12,937 | 5.03% | 9.61% | -3.67% | -3.20% | 18.96% |
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Motilal Oswal Nifty 500 Index Fund Regular-growth
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₹2,967 | 2.61% | 6.63% | -1.74% | 0.63% | 12.53% |
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Motilal Oswal Nifty 500 Index Fund Direct-growth
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₹2,967 | 2.69% | 6.84% | -1.36% | 1.39% | 13.33% |
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Motilal Oswal Focused Fund Regular-growth
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₹1,557 | 5.28% | 17.36% | 10.97% | 11.86% | 10.25% |
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Motilal Oswal Focused Fund Direct-growth
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₹1,557 | 5.39% | 17.69% | 11.60% | 13.14% | 11.51% |
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Motilal Oswal Focused Fund Regular-idcw
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₹1,557 | 5.28% | 17.36% | 10.97% | 11.86% | 10.25% |
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Motilal Oswal Focused Fund Direct-idcw
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₹1,557 | 5.39% | 17.69% | 11.60% | 13.14% | 11.51% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Parag Parikh Flexi Cap Fund Regular-growth |
₹141,447 | ₹82.62 | 14.54% | 14.28% | 16.91% |
| Parag Parikh Flexi Cap Fund Direct-growth |
₹141,447 | ₹90.56 | 15.33% | 15.19% | 17.81% |
| Parag Parikh Flexi Cap Fund Direct-idcw |
₹141,447 | ₹90.56 | 15.33% | 15.19% | 17.81% |
| Parag Parikh Flexi Cap Fund Regular-idcw |
₹141,447 | ₹82.62 | 14.54% | 14.28% | 16.91% |
| HDFC Flexi Cap Fund Regular-growth |
₹101,822 | ₹1,990.58 | 17.17% | 17.50% | 15.93% |
| HDFC Flexi Cap Direct Plan-growth |
₹101,822 | ₹2,189.35 | 17.94% | 18.27% | 16.74% |
| HDFC Flexi Cap Fund Regular-idcw |
₹101,822 | ₹71.93 | 17.17% | 17.50% | 15.93% |
| HDFC Flexi Cap Direct Plan-idcw |
₹101,822 | ₹88.52 | 17.94% | 18.27% | 16.74% |
| Kotak Flexicap Fund Regular-growth |
₹54,801 | ₹84.81 | 13.55% | 12.01% | 13.56% |
| Kotak Flexicap Fund Direct-growth |
₹54,801 | ₹96.28 | 14.52% | 13.01% | 14.66% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Cg Power & Industrial Solutions Ltd | Industrials | 6.60% | ₹853.23 Cr |
| Kalyan Jewellers India Ltd | Consumer Discretionary | 6.25% | ₹808.89 Cr |
| Zomato Ltd | Technology | 5.33% | ₹689.10 Cr |
| Net Receivables | Unspecified | 5.30% | ₹686.64 Cr |
| Coforge Ltd | Technology | 4.85% | ₹627.81 Cr |
| Persistent Systems Ltd | Technology | 4.62% | ₹597.70 Cr |
| Waaree Energies Ltd. | Energy & Utilities | 4.13% | ₹534.22 Cr |
| Shriram Transport Finance Company Ltd | Financial | 4.12% | ₹533.30 Cr |
| Ather Energy Ltd. | Consumer Discretionary | 3.88% | ₹501.58 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.65% | ₹472.72 Cr |
| Indusind Bank Ltd | Financial | 3.56% | ₹459.98 Cr |
| Samvardhana Motherson International Ltd | Consumer Discretionary | 3.55% | ₹459.48 Cr |
| Dewan Housing Finance Corp. Ltd. Eq | Financial | 3.25% | ₹420.86 Cr |
| Ashok Leyland Ltd | Industrials | 3.24% | ₹419.02 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 3.20% | ₹413.77 Cr |
| Onesource Specialty Pharma Ltd | Healthcare | 3.06% | ₹396.18 Cr |
| Polycab India Ltd | Industrials | 3.06% | ₹395.48 Cr |
| Hdfc Asset Management Company Ltd | Financial | 2.98% | ₹385.52 Cr |
| Siemens Ltd | Diversified | 2.97% | ₹384.50 Cr |
| Aditya Infotech Ltd. | Technology | 2.77% | ₹358.30 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Retirement Fund - Pure Equity Plan Direct-growth |
₹38.98 | 23.92% | 22.98% | - |
| ICICI Prudential Retirement Fund - Pure Equity Plan Direct-idcw |
₹38.97 | 23.92% | 22.98% | - |
| ICICI Prudential Retirement Fund - Pure Equity Plan-growth |
₹34.93 | 22.22% | 21.31% | - |
| ICICI Prudential Retirement Fund - Pure Equity Plan-idcw |
₹34.94 | 22.22% | 21.31% | - |
| HDFC Focused Fund Direct-growth |
₹259.81 | 17.80% | 19.97% | - |
| HDFC Focused Fund Direct-idcw |
₹30.90 | 17.80% | 19.97% | - |
| HDFC Focused Fund Regular-growth |
₹227.08 | 16.52% | 18.55% | - |
| HDFC Focused Fund Regular-idcw |
₹23.09 | 16.52% | 18.55% | - |
| Bank Of India Flexi Cap Fund Direct-growth |
₹40.47 | 22.39% | 18.30% | - |
| Bank Of India Flexi Cap Fund Direct-idcw |
₹34.59 | 22.39% | 18.30% | - |
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 Sun May 31, 2026, Motilal Oswal Flexi Cap Fund Regular-growth manages assets worth ₹12,936.5 crore
How has Motilal Oswal Flexi Cap Fund Regular-growth performed recently?
- 3 Months: 9.37%
- 6 Months: -4.08%
What is the long-term performance of Motilal Oswal Flexi Cap Fund Regular-growth?
- 3 Years CAGR: 17.95%
- 5 Years CAGR: 12.00%
- Since Inception: 15.58%
What is the portfolio composition of Motilal Oswal Flexi Cap Fund Regular-growth?
Equity: 94.70%, Others: 5.30%.
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: 42.83%, Mid Cap: 42.28%, Small Cap: 14.89%.
Which are the top companies Motilal Oswal Flexi Cap Fund Regular-growth has invested in?
- CG Power & Industrial Solutions Ltd – 6.60% of the fund's portfolio
- Kalyan Jewellers India Ltd – 6.25% of the fund's portfolio
- Zomato Ltd – 5.33% of the fund's portfolio
- Net Receivables – 5.30% of the fund's portfolio
- Coforge Ltd – 4.85% of the fund's portfolio
Which are the major sectors Motilal Oswal Flexi Cap Fund Regular-growth focuses on?
- Technology – 17.57% of the fund's portfolio
- Financial – 17.56% of the fund's portfolio
- Consumer Discretionary – 13.68% of the fund's portfolio
- Industrials – 12.90% of the fund's portfolio
- Healthcare – 6.26% of the fund's portfolio
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