Aeterna Wealth
Flexi Cap · Regular plan · Growth

Motilal Oswal Flexi Cap Fund (Regular)

Motilal Oswal Mutual Fund · benchmark Nifty 500 TRI · 12.5 years old · AMFI code 129048

A
Track-record rating: 8 of 36 in Flexi Cap

A (top 30%), score 72.6 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months14.5%2.5%+12.0%10 / 43
1 year1.6%-1.0%+2.7%22 / 41
3 years (a year)17.2%12.0%+5.2%13 / 36
5 years (a year)12.4%9.7%+2.7%8 / 27

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y16.9%
Max fall, 5Y-22.4%
Up capture, 3Y113
Down capture, 3Y90
Information ratio, 3Y0.55
Jensen's alpha, 3Y+5.1%
Beta, 3Y1.00
Sharpe, 3Y0.58

Portfolio

Kalyan Jewellers India Limited8.2%
Eternal Limited6.5%
CG Power and Industrial Solutions Limite5.7%
Sterlite Technologies Limited4.4%
Coforge Limited4.4%
Diamond Power Infrastructure Ltd.4.0%
Aditya Infotech Limited3.9%
Shriram Finance Limited3.8%
Multi Commodity Exchange of India Limite3.8%
Ather Energy Limited3.2%

Top 10 holdings, September 2026 portfolio.

Common questions

What is the NAV of Motilal Oswal Flexi Cap Fund (Regular plan)?

₹63.64 on 5 Nov 2026 (Growth option).

What is the expense ratio of Motilal Oswal Flexi Cap Fund (Regular)?

1.97% a year; the Direct plan's is 1.14%.

What return has Motilal Oswal Flexi Cap Fund given over 3 years?

17.2% a year (Regular plan) over the 3 years to 5 Nov 2026, against 12.0% for the Nifty 500 total-return index.

What does Motilal Oswal Flexi Cap Fund invest in?

Its largest holdings are Kalyan Jewellers India Limited, Eternal Limited, CG Power and Industrial Solutions Limite, with 31 stocks in all (September 2026 portfolio).

How is Motilal Oswal Flexi Cap Fund rated?

A: 8 of 36 Regular plans in Flexi Cap, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Motilal Oswal Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.