Motilal Oswal Flexi Cap Fund(G)-Direct Plan

View the regular plan of this scheme

Rs 52.6141   0.511(0.981 %) NAV as on 27 Mar 2024
Prime Rating: 1 
Prime Recommendation: Upgrade to see

Fund type:
Equity
AUM (in crores):
₹ 9,423.6
Fund category:
Flexi Cap Fund
Fund manager(s):
Niket Shah, Rakesh Shetty
Benchmark:
NIFTY 500 - TRI
Minimum investment:
₹ 500
Launch date:
28 Apr 2014
Min. additional investment:
₹ 500
Expense ratio:
0.92 %
Exit load:
1% on or before 15D, Nil after 15D

Scheme Objective: The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in equity & equity related instruments across sectors and market-capitalization levels. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.


Performance (As on 27 Mar 2024)

6 month returns 1 year returns3 year returns5 year returns Returns since inception
Scheme24.04 % 58.08 % 16.57 %14.47 % 18.22 %
NIFTY 50015.84 % 40.73 % 18.21 %16.13 % N/A

Portfolio

Top 10 stock holdings
Allocation (%)
Jio Financial Services Limited
12.34%
Persistent Systems Limited
9.58%
Tube Investments of India Limited
8.51%
Coforge Limited
7.3%
Kalyan Jewellers India Limited
5.87%
Zomato Limited
5.27%
Polycab India Limited
5.04%
Cholamandalam Investment and Finance Company Ltd
4.33%
ICICI Bank Limited
3.35%
Larsen & Toubro Limited
3.14%

About this category

Flexi-cap funds invest in stocks across all market capitalisations. The allocations between large-cap, mid-cap, and small-cap stocks changes depend on market opportunities. These funds tend to be more volatile than large-cap funds but have the potential to deliver better returns over time. The Nifty 500 or the BSE 500 indices can be used as benchmarks to measure performance.

Suitability

Flexi funds suit investors of all risk appetites. The minimum period for which these funds need to be held is 5 years.

Taxation

Short-term: Holding period is less than 12 months.

Taxation: Capital gains are taxed at 15%


Long-term: Holding period is 12 months or more.

Taxation: Capital gains up to Rs 100,000 each financial year is tax-exempt. Remaining capital gains is taxed at 10%. For investments made on or before January 31st, 2018: Capital gain up to this date is tax-free.

How are mutual funds taxed?

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