Motilal Oswal Flexicap Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation21.0%
Sharpe Ratio0.40
Beta1.09
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Coforge LtdTechnology11.25%
Net Receivables / (Payables)Utilities9.92%
Persistent Systems LtdTechnology9.57%
Polycab India LtdCapital Goods9.43%
Trent LtdConsumers8.95%
Kalyan Jewellers India LtdConsumers7.20%
Dixon Technologies (India) LtdTechnology6.74%
CG Power & Industrial Solutions LtdCapital Goods6.01%
Bharti Airtel Ltd (Partly Paid Rs.1.25)Services5.50%
Cholamandalam Investment and Finance Co LtdFinancial Services5.27%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.71%
Regulatory & Tax Information
INF247L01486
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)