Motilal Oswal Flexi Cap Fund
Direct · Growth ₹65.56
19 Jun 2026
NAV
14.7%
3Y CAGR
12.9%
5Y CAGR
15.3%
10Y CAGR
14.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.17
Sharpe
-37.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.69 L | 17.2% | -57.2% | 89.2% |
| 3 Years | ₹36.00 L | ₹44.64 L | 15.2% | -22.9% | 41.5% |
| 5 Years | ₹60.00 L | ₹80.92 L | 13.2% | -8.0% | 29.4% |
| 7 Years | ₹84.00 L | ₹1.36 Cr | 13.9% | 5.5% | 22.4% |
| 10 Years | ₹1.20 Cr | ₹2.70 Cr | 15.6% | 11.1% | 18.8% |
| 12 Years | ₹1.44 Cr | ₹3.23 Cr | 12.8% | 11.8% | 13.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 17.2% | 14.5% | 16.0% | +2.7% |
| 3 Years | 15.2% | 11.2% | 15.4% | +4.1% |
| 5 Years | 13.2% | 10.5% | 16.0% | +2.7% |
| 7 Years | 13.9% | 10.6% | 15.6% | +3.3% |
| 10 Years | 15.6% | 11.5% | 16.2% | +4.1% |
| 12 Years | 12.8% | 11.4% | 15.5% | +1.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.9% | 12.7% | -31.1% | 84.3% | 0.49 | 1.46 | 75% | — | — |
| 3 Years | 14.7% | 15.0% | -7.2% | 35.0% | 1.07 | 3.86 | 96% | — | — |
| 5 Years | 12.9% | 13.3% | 1.4% | 26.9% | 1.20 | 10.56 | 100% | — | — |
| 10 Years | 15.3% | 14.6% | 12.7% | 18.8% | 5.17 | — | 100% | — | — |
-37.1%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-5.7%
Avg Drawdown
Calmar Ratio by Duration
0.46
1Y
0.40
3Y
0.35
5Y
0.35
7Y
0.41
10Y
0.43
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +2.74 | 1.06 | 107.0% | 104.6% | -0.9% | -3.1% |
| 3 Years | +10.81 | 1.00 | 108.0% | 94.4% | 19.4% | 8.6% |
| 5 Years | +4.33 | 0.97 | 98.2% | 92.3% | 13.1% | 8.8% |
| 7 Years | +2.68 | 0.94 | 94.5% | 91.1% | 13.3% | 10.8% |
| 10 Years | +2.55 | 0.95 | 94.4% | 90.8% | 13.6% | 11.3% |
| 12 Years | +5.82 | 0.93 | 94.3% | 87.3% | 15.7% | 10.1% |
| 15 Years | +4.68 | 0.92 | 94.0% | 86.6% | 13.4% | 8.9% |
26
Total Holdings
53.1%
Top 10 Weight
16
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Kalyan Jewellers India Limited | 7.33% |
| 2 | CG Power and Industrial Solutions Limited | 6.78% |
| 3 | Bharti Airtel Ltd | 6.10% |
| 4 | Coforge Limited | 5.78% |
| 5 | Eternal Limited | 5.48% |
| 6 | Persistent Systems Ltd | 5.36% |
| 7 | ICICI Bank Ltd | 5.03% |
| 8 | Waaree Energies Limited | 4.42% |
| 9 | HDFC Bank Ltd | 3.41% |
| 10 | Larsen & Toubro Ltd | 3.39% |