Motilal Oswal Flexi Cap Fund Idcw Direct Plan

31.15
NAV (Apr 26,2024)

Motilal Oswal Flexi Cap Fund - IDCW - Direct Plan is a mutual fund that offers the flexibility of investment in a variety of market sectors. It has an attractive expense ratio of 0.94%. With a current PE ratio of 56.05 and PB ratio of 8.39, the fund presents potential for growth. The scheme has an established date of April 28, 2014, and a minimum investment requirement of INR 500. This direct plan allows investors to earn income through regular dividends. The scheme's AUM is currently INR 8896.26 crore.

Motilal Oswal Flexi Cap Fund Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Motilal Oswal Flexi Cap Fund Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    56.05
  • P/B Ratio
    UM_URBAN_MONEY

    8.39
  • Alpha
    UM_URBAN_MONEY

    0.03
  • Beta
    UM_URBAN_MONEY

    0.91
  • Sharpe
    UM_URBAN_MONEY

    0.18
  • Sortino
    UM_URBAN_MONEY

    0.32

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.94%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

8896.26 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 28, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

11,081.36 (10.81%)13,208.81 (32.09%)15,773.91 (57.74%)16,587.72 (65.88%)20,064.36 (100.64%)
33,244.08 (10.81%)39,626.43 (32.09%)47,321.73 (57.74%)49,763.16 (65.88%)60,193.08 (100.64%)
55,406.8 (10.81%)66,044.05 (32.09%)78,869.55 (57.74%)82,938.6 (65.88%)1,00,321.8 (100.64%)
88,650.88 (10.81%)1,05,670.48 (32.09%)1,26,191.28 (57.74%)1,32,701.76 (65.88%)1,60,514.88 (100.64%)
1,10,813.6 (10.81%)1,32,088.1 (32.09%)1,57,739.1 (57.74%)1,65,877.2 (65.88%)2,00,643.6 (100.64%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Zomato Limited11.08%
  • Jio Financial Services Limited9.68%
  • Tube Investments of India Limited8.06%
  • Persistent Systems Limited7.85%
  • Cholamandalam Investment and Finance Company Ltd7.79%
  • Coforge Limited7.40%
  • ICICI Bank Limited5.60%
  • HDFC Bank Limited4.80%
  • Deepak Nitrite Limited4.44%
  • Balkrishna Industries Limited4.04%
  • Vaibhav Global Limited3.60%
  • Larsen & Toubro Limited3.37%
  • Electronics Mart India Limited2.99%
  • Trent Limited2.58%
  • Net Receivables Payables2.39%
  • ABB India Limited2.36%
  • Collateralized Borrowing & Lending Obligation2.13%
  • Prestige Estates Projects Limited1.79%
  • MphasiS Limited1.69%
  • Kaynes Technology India Limited1.25%
  • AU Small Finance Bank Limited1.11%
  • Kalyan Jewellers India Limited0.94%
  • CG Power and Industrial Solutions Limited0.89%
  • Navin Fluorine International Limited0.87%
  • Tech Mahindra Limited0.86%
  • BSE Limited0.44%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Quant Flexi Cap Fund - GrowthQuant Flexi Cap Fund - Growth

EQUITY

Very High

37.52%

Shriram Flexi Cap Fund - Regular Plan - GrowthShriram Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

30.63%

ITI Flexi Cap Fund - Regular Plan - GrowthITI Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.56%

Taurus Flexi Cap Fund - Regular Plan - GrowthTaurus Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.56%

Kotak Flexicap Fund - GrowthKotak Flexicap Fund - Growth

EQUITY

Very High

21.92%

Mirae Asset Flexi Cap Fund - Regular Plan - GrowthMirae Asset Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

18.20%

DSP Flexi Cap Fund - Regular Plan - IDCWDSP Flexi Cap Fund - Regular Plan - IDCW

EQUITY

Very High

17.16%

Mahindra Manulife Flexi Cap Fund - Regular Plan - GrowthMahindra Manulife Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

16.34%

Tata Flexi Cap Fund - Regular Plan - GrowthTata Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.82%

Navi Flexi Cap Fund - Regular Plan - GrowthNavi Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

11.67%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Flexi Cap Fund - GrowthQuant Flexi Cap Fund - Growth

EQUITY

Very High

60.69%

Shriram Flexi Cap Fund - Regular Plan - GrowthShriram Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

44.12%

WhiteOak Capital Flexi Cap Fund - Regular Plan - GrowthWhiteOak Capital Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

42.26%

Taurus Flexi Cap Fund - Regular Plan - GrowthTaurus Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

39.77%

Mahindra Manulife Flexi Cap Fund - Regular Plan - GrowthMahindra Manulife Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

37.63%

DSP Flexi Cap Fund - Regular Plan - IDCWDSP Flexi Cap Fund - Regular Plan - IDCW

EQUITY

Very High

37.43%

Tata Flexi Cap Fund - Regular Plan - GrowthTata Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

34.19%

Mirae Asset Flexi Cap Fund - Regular Plan - GrowthMirae Asset Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

33.68%

Navi Flexi Cap Fund - Regular Plan - GrowthNavi Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

28.41%

IDBI Flexi Cap Fund - GrowthIDBI Flexi Cap Fund - Growth

EQUITY

Very High

14.80%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Flexi Cap Fund - GrowthQuant Flexi Cap Fund - Growth

EQUITY

Very High

31.89%

Bank of India Flexi Cap Fund - Regular Plan - GrowthBank of India Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

27.73%

Parag Parikh Flexi Cap Fund - Regular Plan - GrowthParag Parikh Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.04%

Shriram Flexi Cap Fund - Regular Plan - GrowthShriram Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

19.61%

Kotak Flexicap Fund - GrowthKotak Flexicap Fund - Growth

EQUITY

Very High

18.56%

DSP Flexi Cap Fund - Regular Plan - IDCWDSP Flexi Cap Fund - Regular Plan - IDCW

EQUITY

Very High

17.61%

Navi Flexi Cap Fund - Regular Plan - GrowthNavi Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.56%

PGIM India Flexi Cap Fund - Regular Plan - GrowthPGIM India Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.98%

Tata Flexi Cap Fund - Regular Plan - GrowthTata Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.86%

Canara Robeco Flexi Cap Fund - Regular Plan - GrowthCanara Robeco Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.66%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Parag Parikh Flexi Cap Fund - Regular Plan - GrowthParag Parikh Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.31%

HDFC Flexi Cap Fund - GrowthHDFC Flexi Cap Fund - Growth

EQUITY

Very High

19.89%

Union Flexi Cap Fund - Regular Plan - GrowthUnion Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

19.14%

Franklin India Flexi Cap Fund - GrowthFranklin India Flexi Cap Fund - Growth

EQUITY

Very High

19.02%

HSBC Flexi Cap Fund - Regular Plan - GrowthHSBC Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

16.35%

Aditya Birla Sun Life Flexi Cap Fund - GrowthAditya Birla Sun Life Flexi Cap Fund - Growth

EQUITY

Very High

16.12%

Axis Flexi Cap Fund - Regular Plan - GrowthAxis Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.23%

SBI Flexicap Fund - Regular Plan - GrowthSBI Flexicap Fund - Regular Plan - Growth

EQUITY

Very High

15.22%

UTI Flexi Cap Fund - Regular Plan - IDCWUTI Flexi Cap Fund - Regular Plan - IDCW

EQUITY

Very High

14.77%

IDBI Flexi Cap Fund - GrowthIDBI Flexi Cap Fund - Growth

EQUITY

Very High

11.94%

Fund Managers

NS

Mr. Niket ShahVice President - Associate Fund Manager

RS

Mr. Rakesh ShettyFund Manager / Dealer

Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, 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.

Get your latest Credit Score, FREE

Compare with similar Funds

Motilal Oswal Flexi Cap Fund - IDCW - Direct Plan

vs

Motilal Oswal Flexi Cap Fund - IDCW - Direct Plan

vs

Motilal Oswal Flexi Cap Fund - IDCW - Direct Plan

vs

Motilal Oswal Flexi Cap Fund - IDCW - Direct Plan

vs

Motilal Oswal Flexi Cap Fund - IDCW - Direct Plan

vs

Motilal Oswal Flexi Cap Fund - IDCW - Direct Plan

vs

Motilal Oswal Flexi Cap Fund - IDCW - Direct Plan

vs

Motilal Oswal Flexi Cap Fund - IDCW - Direct Plan

vs

Motilal Oswal Flexi Cap Fund - IDCW - Direct Plan

vs

Motilal Oswal Flexi Cap Fund - IDCW - Direct Plan

vs

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Feb 29, 2024

Flexi Cap Fund

Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y

Feb 29, 2024

STCG Tax on Mutual Fund

As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in

Feb 29, 2024

Conservative Hybrid Funds

A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential

Feb 29, 2024

Fund of Funds (FOFs)

Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua

Feb 28, 2024

Expense Ratios: Calculations, Components, and Investment Impact

The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi

Feb 28, 2024

Total Expense Ratio (TER)

The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund

Feb 14, 2024

Indexation in Mutual Funds

‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In

Feb 13, 2024

Yield to Maturity

Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice

Feb 07, 2024

What is Arbitrage Fund

Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the

Urban Money