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Motilal Oswal Multi Cap Fund Regular Plan IDCW

Motilal Oswal · Flexi Cap
High
₹12.95
Current NAV
25 Jun 2026
17.1%
1Y Return
10.1%
3Y CAGR
18.1%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 4.11).
  • Professionally managed by an established fund house with experienced fund managers.
  • 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 (2.31%) 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
0.61
Sharpe Ratio
1.11
Beta
4.11
Alpha
0.74
Sortino
Fund Details
Fund House Motilal Oswal
Category Flexi Cap
AUM ₹660 Cr
Expense Ratio 2.31%
Min SIP ₹500
Min Lumpsum ₹1000
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