+
13.67
%
13.67
%
3Y annualised
+
0.49
%
0.49
%
1D
1M
6M
1Y
3Y
All
Fund size
9424
NAV:
Mar 7, 2024
47.2952
Sector
Tech
Type
Equity
Launched
Apr 2014
Min Investment
500
Expense Ratio
2
Risk
Medium

Portfolio allocation

Top 10 Holdings
% Value
Jio Financial Services Ltd
12.34
%
Persistent Systems Ltd
9.58
%
Tube Investments of India Ltd Ordinary Shares
8.51
%
Coforge Ltd
7.3
%
Kalyan Jewellers India Ltd
5.87
%
Zomato Ltd
5.27
%
Polycab India Ltd
5.04
%
Cholamandalam Investment and Finance Co Ltd
4.33
%
ICICI Bank Ltd
3.35
%
Larsen & Toubro Ltd
3.14
%

Expense ratio, exit load and tax

Expense Ratio:

2

%

Inclusive of GST

Exit load

Exit load of 1.0% if redeemed within 15.0 Days, 0.0 % if redeemed after 15.0 Days.

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Fund house & investment objective

fund_logo
Motilal Oswal Flexicap Fund Regular Plan Growth
More details

Investment 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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
0
0
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
60,00,000
2
Yrs
Total returns will be
60,00,000
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