Motilal Oswal Flexi Cap Fund Direct Growth

Scheme code: INF247L01502 NAV value: ₹ 58.3457 NAV date: 19 March, 2026 TER: 0.79%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Flexi Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-31.10	84.28	13.29	17.38	12.89
3 year	-7.16	34.99	14.80	14.58	15.13
5 year	1.45	26.95	13.39	12.96	15.94
7 year	8.28	19.02	12.71	12.87	14.64
10 year	12.65	18.77	14.71	15.50	14.91

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	17.38
3 year	6.28	30.95	15.04	14.58
5 year	8.38	26.02	14.22	12.96
7 year	10.18	15.62	12.93	12.87
10 year	11.42	12.93	12.18	15.5
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	17.38
3 year	6.56	19.64	13.57	14.58
5 year	9.22	12.29	10.75	12.96

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	17.38
3 year	7.68	21.49	15.06	14.58
5 year	10.37	13.5	11.93	12.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	17.38
3 year	8.04	32.03	17.81	14.58
5 year	8.18	28.64	15.34	12.96
7 year	10.64	16.42	13.77	12.87
10 year	12.56	14.06	13.31	15.5

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,81,499 - Absolute Returns: ₹81,499 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,04,192 - Absolute Returns: ₹9,04,192 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹82,33,136 - Absolute Returns: ₹22,33,136 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,37,09,779 - Absolute Returns: ₹53,09,779 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,74,07,195 - Absolute Returns: ₹1,54,07,195 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,22,27,451 - Absolute Returns: ₹1,78,27,451 - CAGR: %

Drawdown Metrics

Max Drawdown

-37.10 %

Drawdown Duration

1 months

Recovery Time

8 months

Avg Drawdown

-5.46 %

Calmar Ratio by Duration

1 Y

0.4685

3 Y

0.393

5 Y

0.3494

7 Y

0.3469

10 Y

0.4178

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-6.44	0.99	102.3	110.8	-2.42 %	4.00 %
3 years	8.87	0.98	104.9	93.3	20.05 %	11.28 %
5 years	1.56	0.96	96.2	93.3	10.88 %	9.44 %
7 years	1.12	0.94	93.2	91.3	11.61 %	10.74 %
10 years	1.83	0.94	93.4	90.6	13.55 %	12.06 %
12 years	1.37	0.94	93.4	90.5	11.15 %	10.00 %
15 years	0.99	0.94	93.4	90.5	8.82 %	7.92 %