Sushil Bajaj |
📅 Last Updated on: November 10, 2025
The Motilal Oswal Flexi Cap Fund is an open-ended equity scheme that invests dynamically across large-cap, mid-cap, and small-cap stocks. It seeks to achieve long-term capital appreciation through active management and a diversified investment strategy. Managed by experienced fund managers under Motilal Oswal Asset Management Company, the scheme combines quality stock selection with disciplined risk management.
A Flexicap Fund is a category of equity mutual fund that can invest in companies across the spectrum of market capitalization, meaning that the fund manager can invest in the universe of large-cap, mid-cap and small-cap stocks. In contrast, multi-cap funds have fixed parameters for allocation to different market capitalizations, while the allocation decision can be made by the fund manager in flexicap based on prevailing market conditions.
Flexibility allows this fund type to:
| Particulars | Details |
|---|---|
| Fund Name | Motilal Oswal Flexi Cap Fund |
| Fund Type | Open-ended dynamic equity scheme |
| Investment Objective | Long-term capital appreciation by investing across sectors and market-cap levels |
| Benchmark | Nifty 500 Total Return Index (TRI) |
| Fund Managers | Niket Shah, Ajay Khandelwal, Atul Mehra, Rakesh Shetty, Sunil Sawant |
| Inception Date | April 28, 2014 |
| Minimum Lumpsum Investment | ₹500 and multiples of ₹1 thereafter |
| Minimum SIP Investment | ₹100 and multiples of ₹1 thereafter |
| Exit Load | 1% if redeemed within 365 days; Nil after 365 days |
| Benchmark Risk-o-meter | Nifty 500 TRI |
| Scheme Risk-o-meter | High (Equity-oriented) |
| NAV Publication | Daily on AMC and AMFI websites |
The investment objective of the Motilal Oswal Flexi Cap Fund is to generate long-term capital appreciation by primarily investing in equity and equity-related instruments across various sectors and market capitalizations.
However, there is no assurance or guarantee that the investment objective will be achieved.
The fund is benchmarked against the Nifty 500 Total Return Index (TRI), which represents the performance of the top 500 companies across market segments in India.
This index is considered suitable since the scheme invests across large, mid, and small-cap stocks, reflecting the broad market movement accurately.
The fund follows an active investment style with a bottom-up stock-picking approach. Its investment framework is based on QGLP – Quality, Growth, Longevity, and Price, focusing on:
For updated detailed Performance data and key informations as on November 14, 2025
Visit Motilal Oswal Flexi Cap Fund Performance Page
| Diversification with Flexibility |
|---|
| Invests across large, mid, and small caps, allowing flexibility in capital allocation. |
| Quality-driven Philosophy |
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| Based on the QGLP framework—ensuring focus on fundamentally strong businesses. |
| Experienced Fund Management Team |
|---|
| Managed by industry veterans such as Niket Shah and Ajay Khandelwal, with a proven track record in equity management. |
| Long-term Wealth Creation |
|---|
| Historical returns indicate consistent long-term growth potential (17.3% CAGR since inception). |
| Dynamic Allocation |
|---|
| Adapts to changing market conditions and valuation cycles for optimal performance. |
Expense Ratio: Check latest factsheet.
Exit Load: 1% if redeemed within 365 days; Nil thereafter
Taxation:
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| Pain Point | How the Fund Addresses It |
|---|---|
| Lack of diversification | Invests across all market caps and sectors |
| Volatility concerns | Quality-focused stock selection with active rebalancing |
| Limited growth opportunities | Includes domestic and overseas investments |
| High fund expenses | Transparent disclosure and competitive expense ratio |
| Market timing worries | SIP and long-term approach help average out volatility |
It is an open-ended dynamic equity fund that invests across large, mid, and small-cap stocks.
The fund’s benchmark is Nifty 500 Total Return Index (TRI).
Lumpsum: ₹500
SIP: ₹100 per installment
The fund is managed by Mr. Niket Shah, Mr. Ajay Khandelwal, Mr. Atul Mehra, Mr. Rakesh Shetty, and Mr. Sunil Sawant.
It carries a High Risk rating, as it primarily invests in equities.
The Motilal Oswal Flexi Cap Fund is designed for investors aiming for long-term wealth creation through a diversified and dynamic portfolio. Its quality-centric approach, flexible allocation, and consistent track record make it a strong choice for those seeking equity growth potential.
Disclaimer:- Mutual Fund investments are subject to market risks, please read scheme related documents carefully before investing.
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