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Motilal Oswal Mutual Fund

Motilal Oswal Flexi Cap Fund

Motilal Oswal Mutual Fund · Direct plan · Growth

  • Equity
  • Flexi Cap Fund
  • Very High Risk
  • Rank 4 of 36 over 3 years
3-year returns
18.4%
a year
NAV
₹73.38
▼ 0.91% · 13 Nov 2026
Fund size
₹13,446 Cr
Expense ratio
1.22%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹65.47 and has returned 17.41% a year over 3 years.

Returns, and where it stands

Against the average flexi cap fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year5.9%4.6%ahead16 of 42
3 years18.4%14.1%ahead4 of 36
5 years13.8%11.1%ahead6 of 27
10 years13.7%14.6%behind13 of 18
Every period, and the Regular plan →
PeriodDirectRegular
1 month4.9%4.8%
3 months2.6%2.3%
6 months19.5%19%
1 year5.9%5%
2 yearsp.a.7%6.1%
3 yearsp.a.18.4%17.4%
5 yearsp.a.13.8%12.8%
7 yearsp.a.14.6%13.6%
10 yearsp.a.13.7%12.7%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▲ 5.92% in the last 1Y

57.165.573.813 Nov 202515 May 202613 Nov 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
₹
years
Total invested
₹1,80,000
Gain
₹33,308
XIRR (per year)
11.37%
Value today
₹2,13,308

36 monthly instalments from 17 Nov 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
17.1% a year
2.6% more than the category average — the bumpier side
Worst fall so far
−37.1%
Feb 2020 to Mar 2020, against −26.3% for the category.
Years that made money
69.7%
Of every one-year stretch it has been through.
Over any three years
-7.2% to 30.1%
A year, at worst and at best. Typically 13.7%.

Fund details

Minimum lumpsum
₹500
Minimum top-up
₹500
Lock-in
None
Plan started
28 Apr 2014
Portfolio turnover
1.39x
Expense ratio
1.22%
as of 30 Sept 2026

Managed by Varun Sharma, Swapnil Mayekar, Ajay Khandelwal, Ankit Agarwal, Rakesh Shetty

Direct plan figures, last checked on 7 Nov 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Motilal Oswal Flexi Cap Fund against other funds in the Flexi Cap Fund category
Fund1Y3Y5YExpenseFund size
ITI Flexi Cap Fund15.91%19.82%–0.91%₹1,588 Cr
Bank of India Flexi Cap Fund11.34%18.69%16.05%0.85%₹3,098 Cr
360 ONE Flexicap Fund10.5%18.61%–0.92%₹2,246 Cr
Motilal Oswal Flexi Cap Fund5.92%18.42%13.81%1.22%₹13,446 Cr
Invesco India Flexi Cap Fund7.6%18.36%–0.78%₹5,437 Cr
HDFC Flexi Cap Fund4.38%17.72%16.7%0.77%₹1,08,547 Cr
Bajaj Finserv Flexi Cap Fund7.77%17.54%–0.98%₹8,527 Cr

About Motilal Oswal Flexi Cap Fund

Motilal Oswal Flexi Cap Fund is a flexi cap fund managed by Motilal Oswal Mutual Fund. Invest at least 65% in equity, with the fund manager free to move between large, mid and small caps as they see fit.

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.

The scheme's stated objective, as published by Motilal Oswal Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹73.3752129046
DirectPayout/Reinvestment₹36.2991129047
RegularGrowth₹65.4749129048
RegularPayout/Reinvestment₹34.3891129049

Frequently asked questions

What is the NAV of Motilal Oswal Flexi Cap Fund today?

The NAV of Motilal Oswal Flexi Cap Fund (Direct plan, Growth) is ₹73.3752 and the Regular plan NAV is ₹65.4749, as of 13 Nov 2026.

What returns has Motilal Oswal Flexi Cap Fund given?

Over the last year the Direct plan returned 5.92%, and 18.42% a year over 3 years and 13.81% a year over 5 years. That places it 4 of 36 funds in its category over 3 years. Past returns do not guarantee future returns.

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

The Direct plan charges 1.22% a year, as disclosed on 30 Sept 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Motilal Oswal Flexi Cap Fund?

You can start a monthly SIP with ₹500, or invest a lump sum of ₹500 or more.

How much has Motilal Oswal Flexi Cap Fund fallen in the past?

Its deepest fall was 37.1% from 19 Feb 2020 to 23 Mar 2020. Of every one-year stretch in its history, 70% ended in a gain.

Which category does Motilal Oswal Flexi Cap Fund belong to?

It is a Flexi Cap Fund from Motilal Oswal Mutual Fund. Invest at least 65% in equity, with the fund manager free to move between large, mid and small caps as they see fit.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Motilal Oswal Flexi Cap Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.