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EquityFlexi Cap FundDirect · Growth

Motilal Oswal Flexi cap Fund Direct Plan-Growth Option

Motilal Oswal · Scheme 129046

69.61 0.72%NAV · 2026-08-05
60
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
19.7%
Risk level
High
Min SIP
Benchmark
Nifty 500 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+6.09%
3 Months+12.21%
6 Months+5.55%
1 Year+1.04%
3 Years (CAGR)+19.70%
5 Years (CAGR)+13.22%
10 Years (CAGR)+13.54%
Since Launch+17.19%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns61
Consistency59
Risk-adjusted52
Downside protection48
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +19.7%
  • 3Y CAGR vs category: +5.6% vs category avg
  • Positive 3Y windows: 97% of rolling 3Y windows positive
  • Return stability: rolling-return std 7.7%
  • Alpha vs benchmark: +9.6%

What to watch

  • 1Y return: +1.0%
  • 1Y return vs category: -5.3% vs category avg
  • Beat category: beat category in 44% of windows
  • Sharpe ratio: 0.66

Risk metrics

Sharpe ratio
0.66
Sortino ratio
0.81
Volatility
16.91%
Max drawdown
-37.10%
Downside capture
90.10%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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