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Motilal Oswal Flexi cap Fund Direct Plan-Growth Option

Motilal Oswal Mutual Fund · Equity · mandate: ≥65% in equities, any market cap · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
12,836 cr
TER direct / regular
1.41% / 2.24%
Active return /yr (full)
1.5%
Score
44
Rank (Score, pool)
#198 of 245
Percentile (full, pool)
43
IR vs benchmark
0.18
CAGR (absolute)
15.0%
Max drawdown
-28.3%
Months of data
148
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Cumulative active return

20192020202120222023202420252026-23-103Cumulative active return vs benchmark, %
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.

Equity curve

2014201520162017201820192020202120222023202420252026109423738Fund (NAV=100)Benchmark: NIFTY 500 TRICategory median (Flexi)

Drawdown

2014201520162017201820192020202120222023202420252026-28-140Drawdown %

Fiscal-year record

FYActive vs BMvs categoryIR%ileTEBenchmarkFund returnmonths
FY22-18.3%-17.6%-3.4214.8%21.6%3.3%12
FY23-0.8%-3.8%-0.15207.4%-1.6%-2.4%12
FY2415.6%14.2%1.41847.5%40.1%55.7%12
FY2513.6%11.0%1.138911.7%5.9%19.5%12
FY26-6.6%-7.3%-1.0077.1%-3.1%-9.7%12
FY27*10.6%8.8%3.10886.9%15.1%25.7%5
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly active returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2019-0.5-2.8+0.8-2.4
2020+0.7+1.8-1.5-1.6-0.3+0.0+1.5-2.7+0.5-0.4-1.9-1.3-5.2
2021+0.0-1.9+0.6-2.4-1.5+0.5+1.3-2.3-3.1-2.3-1.1+0.3-11.3
2022-1.5-2.0-2.4+0.6+0.7+1.1-2.1+0.9+3.7-1.4-3.3-0.5-6.2
2023-1.7+2.9-2.1+0.2+2.0-0.4-1.3+5.4-1.1+3.0-0.3-2.3+4.0
2024+1.2+2.2+2.1+0.7-0.4+3.8-0.3+1.7+4.5+0.5+4.6+4.1+27.5
2025-7.9+1.1+0.9-3.0+1.4+2.3+0.0+0.9-3.2+0.5-1.5-2.9-11.3
2026-1.3-2.4+2.1-1.4+2.4+1.2+2.9+3.8+7.4
Fund monthly return minus benchmark; the year column compounds each separately and differences them.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2014+9.2+10.2+1.6+2.1+9.3+3.5+7.4+2.3+55.2
2015+7.2+1.6+2.2-4.3+8.0+0.4+4.8-6.0+1.7-0.5-0.6+1.0+15.7
2016-7.0-5.8+8.0+4.2+2.8+2.7+8.2+1.1+1.8+2.6-5.1-3.2+9.4
2017+7.7+6.1+4.8+3.7+1.5-0.5+6.7+3.2-2.3+2.7+0.1+4.1+44.4
2018+0.2-3.0-0.5+4.6-3.1-2.6+4.5+0.2-9.4-4.9+7.5+0.3-7.0
2019-3.3-0.4+7.6-0.1+3.4-0.6-7.4+2.2+4.8+3.3-1.5+1.4+8.9
2020+0.5-4.4-25.0+12.4-2.6+8.3+8.2+0.9+0.2+2.3+9.9+6.1+11.4
2021-1.9+5.9+1.6-2.0+5.5+2.5+2.8+4.2+0.3-2.0-3.9+2.7+16.3
2022-2.1-5.9+1.7-0.2-3.6-4.0+7.6+5.6+0.5+2.7+0.1-3.7-2.1
2023-5.0+0.2-1.9+4.7+5.7+3.9+2.6+4.8+1.1+0.2+6.8+5.7+32.1
2024+3.2+3.7+2.9+4.2+0.3+10.7+4.0+2.7+6.7-5.8+4.6+2.7+47.0
2025-11.3-6.7+8.2+0.2+5.0+6.0-2.8-0.9-2.0+4.8-0.5-3.2-4.8
2026-4.6-1.9-9.3+9.1+2.4+2.8+5.1+4.1+6.7

Quarterly average AUM & estimated net flows

2014201520162017201820192020202120222023202420252026877,12714,167AUM (quarter avg), ₹cr
-4,6972,757
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.