Motilal Oswal Mutual Fund

Motilal Oswal Flexi cap Fund Direct Plan-Growth Option

Equity Scheme - Flexi Cap FundDirect planGrowthInception

NAV vs Benchmark

Trailing Returns

Series1Y3Y5Y10YSI
Scheme-5.85%18.18%12.03%13.21%16.39%
Benchmark-11.05%9.20%9.66%5.40%69.25%
Excess5.19%8.98%2.37%7.81%-52.86%

Trailing returns are annualized (CAGR) for 3Y / 5Y / 10Y and absolute for 1Y. SI is total return since the first available NAV. Benchmark returns are derived from the scheme's mandated TRI index.

Expense Ratio (TER)

Direct
0.99%
Regular
1.82%

Direct plans have a lower expense ratio because no distributor commission is paid. Regular plans are sold through intermediaries who provide advice.

YieldIQ Fund Score

C
57/ 100
Rule-based composite of returns, risk, cost, and tenure.

Fee impact calculator

What the expense ratio costs over time, and the Direct-vs-Regular plan gap. Pre-filled with this scheme's expense ratios — adjust any input.

No fees
₹3,10,585
Direct plan
₹2,84,198
Regular plan
₹2,63,650
Fee drag · Direct, 10y
₹26,387
Direct keeps more than Regular
₹20,548

Illustrative only — assumes a constant 12% gross return and the expense ratios above held flat; actual returns and fees vary. Direct plans carry no distributor commission. Not advice.

Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option — Mutual Fund Analysis | YieldIQ