Investment Objective and Approach

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. The Scheme seeks to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.

This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. Flexi cap funds invest across large, mid, and small-cap stocks without any fixed allocation. This flexibility helps in managing risk and capturing growth opportunities across market cycles.

It employs active management strategies to adapt to changing market conditions and optimise the portfolio. Motilal Oswal Flexi Cap Fund Direct Plan Growth aims to generate long-term capital appreciation by investing in a diversified portfolio of stocks across market capitalisations.

Key Investment Highlights:

- The fund currently has an Asset Under Management(AUM) of ₹1,17,829 Cr and the Latest NAV as of 22 Aug 2025 is ₹68.86.

- The expense ratio of Motilal Oswal Flexi Cap Fund Plan is 0.86 as of 22nd August 2025.

- Over the past five years, Motilal Oswal Flexi Cap Fund - Direct Plan has delivered an annualised return of 20.61% as of 30-Jul-2025.

- Exit load of 1%, if redeemed within 365 days.

Fund Managers

Abhiroop Mukherjee, Gautam Sinha Roy, Siddharth Bothra, Swapnil P Mayekar is the Current Fund Manager of Motilal Oswal Flexi Cap Fund Direct Growth fund.

Key Fund Manager Profiles:

Ajay Khandelwal: Mr. Khandelwal is MBA & Bachelor of Engineering. Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.

Niket Shah: Mr. Shah is a MBA in Finance Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd.

Rakesh Shetty: Mr. Shetty has done B.Com Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

About the Fund House (AMC)

Motilal Oswal Asset Management Company Limited is managed by Motilal Oswal Financial Services Limited (MOFSL), the company that sponsors Motilal Oswal Mutual Funds, is a diversified financial service provider, also based out of Mumbai. They offer a wide range of financial services and products including but not limited to retail brokerage, private wealth management, investment banking, currency broking as well as the distribution of institutional asset management.

Company Milestones:

- MOAMC launched its first mutual fund in 2010, the same year MOFSL crossed Rs. 1000 Crore mark in net worth.

- Incidentally, MOAMC became the first AMC to ring the NASDAQ Stock Market opening bell in 2011.

- MOAMC crossed the $1 Billion mark in PMS assets and equity mutual funds in 2016, a number that it reached in record time.

Incorporated on 14 November 2008, Motilal Oswal Trustee Company Limited (MOTCL) is the trustee to Motilal Oswal Mutual Funds. The Trustee is in compliance with SEBI (MF) Regulations and reviews the operations of the AMC in accordance to the provisions laid out by the apex body.

The AMC AUM ₹109,736.02 Cr. as of recent data.

Should I Invest in Motilal Oswal Flexi Cap Fund?

Strengths:

- This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.

- The alpha ratio for the Motilal Oswal Flexi Cap Fund is 9.46 · Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

- Strong long-term track record with The fund has delivered a CAGR of 18.59 since inception.

Considerations:

- The volatility or standard deviation for the Motilal Oswal Flexi Cap Fund is 18.15 indicating moderate to high volatility

- Warning: Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.

- Like for all equity funds, you must invest only through the SIP route.

Investment Minimums:

- The minimum investment required to start investing in Motilal Oswal Flexi Cap Fund - Direct Plan is ₹500 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.

FAQs

What is today's NAV of Motilal Oswal Flexi Cap Fund?

The current NAV of Motilal Oswal Flexi Cap Fund is ₹68.86, as of 22nd August 2025. NAV changes daily based on market conditions.

What is the AUM of Motilal Oswal Flexi Cap Fund?

The AUM (i.e. assets under management) of Motilal Oswal Flexi Cap Fund is ₹13893.76 Cr as of 22nd August 2025.

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

The expense ratio of Motilal Oswal Flexi Cap Fund Plan is 0.86 as of 22nd August 2025. Direct plans have lower expense ratios compared to regular plans.

What are the returns of Motilal Oswal Flexi Cap Fund since inception?

The fund has delivered a CAGR of 18.59 since inception. The Motilal Oswal Flexi Cap Fund was launched on 28th April 2014.

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

The minimum SIP for Motilal Oswal Flexi Cap Fund is ₹500. However, some platforms may allow lower amounts like ₹100.

How do I invest in Motilal Oswal Flexi Cap Fund?

You can invest through Allvest platform online, directly through the fund house website, or through registered distributors. Complete your KYC and start investing via SIP or lump sum.

How to start a SIP in Motilal Oswal Flexi Cap Fund?

Visit Allvest platform, complete your KYC verification, select the fund, choose SIP amount and frequency, set up auto-debit instructions, and confirm your investment.

How do I automate an SIP in Motilal Oswal Flexi Cap Fund?

Set up an auto-debit mandate through your bank while starting the SIP on Allvest platform. This ensures automatic monthly deductions without manual intervention.

How can I withdraw/redeem my investment in Motilal Oswal Flexi Cap Fund?

Go to the 'Investments' section and click on the mutual fund scheme you want to withdraw. Enter the amount you want to withdraw and tap the 'Withdraw' button. Verify the details on the 'Confirm withdraw' screen. You will receive your funds within three working days of placing the order.