Home› Funds› Motilal Oswal Flexi Cap Fund Regular Plan-Growth O

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Motilal Oswal · Flexi Cap
High
₹57.99
Current NAV
25 Jun 2026
26.0%
1Y Return
9.0%
3Y CAGR
16.0%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.00).
  • Well-diversified portfolio aligned with the Flexi Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.0%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.50
Sharpe Ratio
0.40
Beta
5.00
Alpha
0.55
Sortino
Fund Details
Fund House Motilal Oswal
Category Flexi Cap
AUM ₹1550 Cr
Expense Ratio 2.00%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Flexi Cap
Tata Multicap Fund - Direct Plan - Growth
Tata
₹16.13 31.9%
Tata BSE Multicap Consumption 50:30:20 Index Fund - Regular Plan IDCW Reinvestment Option
Tata
₹9.46 31.9%
HSBC Multi Cap Fund - Direct - Growth
HSBC
₹20.56 31.8%
Mahindra Manulife Flexi Cap Fund - Regular Plan -IDCW
Mahindra Manulife
₹12.47 31.7%