Advertisement

Motilal Oswal Flexicap Fund Direct Plan Growth INF247L01502

NAV / 1-Day Return
61.17 / 0.71%
Total Assets
118.6 Bil
Inception Date
Apr 28, 2014
Expense Ratio
0.880%
Fee Level
Load
1.00%
Category
India Fund Flexi Cap
Investment Style
Large Growth
Minimum Initial Investment
500
Status
Open
TTM Yield
0.00%
Turnover
137%

Morningstar’s Analysis

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Manager Change : Full Partial
Total Return %
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
15.74 9.35 44.42 -6.97 8.86 11.37 16.33 -2.14 32.08 46.96 -13.99
Category
N/A N/A N/A N/A N/A N/A 31.54 0.31 28.36 21.05 -9.83
Index
0.45 5.15 37.60 -1.81 8.98 18.41 31.63 4.77 26.55 15.81 -7.18
Quartile Rank
Quartile Rank is first Quartile Rank is first Quartile Rank is first Quartile Rank is third Quartile Rank is second Quartile Rank is third Quartile Rank is fourth Quartile Rank is third Quartile Rank is first Quartile Rank is first Quartile Rank is fourth
Percentile Rank
3 21 15 58 48 73 98 70 23 1 88
# of Invest. in Cat.
164 182 204 242 240
Category Name
IN048 India Fund Multi-Cap
IN048 India Fund Multi-Cap
IN048 India Fund Multi-Cap
IN048 India Fund Multi-Cap
IN048 India Fund Multi-Cap
IN048 India Fund Multi-Cap
IN077 India Fund Flexi Cap
IN077 India Fund Flexi Cap
IN077 India Fund Flexi Cap
IN077 India Fund Flexi Cap
IN077 India Fund Flexi Cap


Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 79.04 4.47 83.51 94.74 100.00
Fixed Income 0.00 0.00 0.00 0.31 0.00
Preferred 0.00 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00 0.00
Cash 20.96 0.00 20.96 5.33 0.00
Other 0.00 0.00 0.00 0.00 0.00

Stock Style

People

Inception Date
Apr 28, 2014
Number of Managers
6
Longest Tenure
2.6 Years
Average Tenure
1.3 Years
Advisor(s)
Motilal Oswal Asset Management Company Limited - Portfolio Managers

Management Team

Jul 01, 2022 –Present
Nov 22, 2022 –Present
Aug 01, 2023 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
High
Return vs. Category
High

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
16 3
Bond Holding
0 0
Other Holding
1 0
Total Holding
17 3
Equity Holdings
16
Bond Holdings
0
Other Holdings
1
Total Holdings
17
% Assets in Top 10 Holdings
68
Reported Turnover %
136.98
As of 03 / 31 / 24
Women Directors %
21
Women Executives %
2
Holdings
% Portfolio Weight
First Bought
Market Value as of Jan 31, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
9.50 May 31, 2023 11,259,702,000
INR Indian Rupee
16.32 Technology
9.14 Mar 31, 2023 10,836,661,000
INR Indian Rupee
35.75 Technology
9.10 Jan 31, 2024 10,788,808,000
INR Indian Rupee
18.01 Industrials
8.91 Jan 31, 2023 10,560,263,000
INR Indian Rupee
23.32 Consumer Cyclical
7.32 Sep 30, 2023 8,678,475,000
INR Indian Rupee
29.40 Consumer Cyclical
6.31 Oct 31, 2024 7,474,625,000
INR Indian Rupee
50.31 22.99 Consumer Cyclical
5.06 Apr 30, 2024 5,996,250,000
INR Indian Rupee
62.77 Communication Services
4.88 Mar 31, 2023 5,786,325,000
INR Indian Rupee
21.53 Financial Services
4.12 Apr 30, 2024 4,878,900,000
INR Indian Rupee
44.74 Communication Services
3.48 Jan 31, 2025 4,126,525,000
INR Indian Rupee
33.94 Industrials
Holdings as of Jan 31, 2025 | The top 17 largest holdings are available for display across Equity, Bond and Other.


© Copyright 2025 Morningstar, Inc. All rights reserved.
Terms of Use    Privacy Policy
© Copyright 2025 Morningstar, Inc. All rights reserved. Please read our Terms of Use above. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
As of December 1st, 2023, the ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar/Sustainalytics accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
Company: Morningstar India Private Limited; Regd. Office: 9th floor, Platinum Technopark, Plot No. 17/18, Sector 30A, Vashi, Navi Mumbai – 400705, Maharashtra, India; CIN: U72300MH2004PTC245103; Telephone No.: +91-22-61217100; Fax No.: +91-22-61217200; Contact: Morningstar India Help Desk (e-mail: helpdesk.in@morningstar.com) in case of queries or grievances.
Top