MonitorDirect · Growth
Motilal Oswal Flexi Cap Fund
Motilal Oswal Mutual FundEquity Scheme - Flexi Cap Fund12.4 years
The Scheme seeks to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.
- NAV
- 70.2218
- 15 Sept 2026
- 1Y
- +3.0%
- Trailing CAGR
- Upside capture
- +96%
- Vs NIFTY 500 TRI
- Downside capture
- +89%
- Lower is better
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+3.0%
- 3Y+17.7%
- 5Y+13.2%
- 10Y+13.3%
- SI+17.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+17.6%
- 3Y+12.3%
- 5Y+16.7%
- 10Y+14.3%
- Since inception
- +17.3%
- Calendar-day CAGR
- Excess 1Y
- +0.7%
- Category median, same plan and option
- 3Y win rate
- +53%
- Windows beating the median
- 3Y percentile
- 92
- Vs comparable share classes
- Worst rolling 3Y
- -7.2%
- 2311 daily-ending windows
- Median rolling 3Y
- +15.3%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1819 daily-ending windows
- SIP 3Y XIRR
- +12.3%
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 15 Sept 2026.
- 1Y excess
- +3.1%
- Fund minus TRI
- 3Y excess
- +7.6%
- Fund minus TRI
- Upside capture
- +96%
- Benchmark-up months
- Downside capture
- +89%
- Lower is better
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 15 days
- 142 recovered episodes
- Longest recovery
- 430 days
- Trough to prior peak
- Current spell
- 11 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
19 Feb 2020 – 17 Nov 2020
Trough 23 Mar 2020 · recovered in 239 days
-37.1%
16 Dec 2024 – 28 Aug 2026
Trough 23 Mar 2026 · recovered in 158 days
-21.5%
18 Oct 2021 – 6 Jul 2023
Trough 17 Jun 2022 · recovered in 384 days
-21.4%
10 Aug 2015 – 11 Jul 2016
Trough 11 Feb 2016 · recovered in 151 days
-19.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
92
Vs category
54
Consistency
51
Risk-adjusted
62
Drawdown
7
Mean
53
Portfolio
31 Aug 2026 · 33 holdings · top 10 are 46.6%.
- Top 5
- 28.8%
- Top 10
- 46.6%
- Largest holding
- 8.5%
- Effective holdings
- 26.1
Kalyan Jewellers India Ltd
Consumer Discretionary
8.5%
Zomato Ltd
Technology
6.4%
CG Power & Industrial Solutions Ltd
Industrials
5.8%
Ather Energy Ltd.
Consumer Discretionary
4.7%
Coforge Ltd
Technology
4.7%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
BANK OF INDIA FLEXI CAP FUND
Bank of India Mutual Fund
- 1Y
- +13.3%
- 3Y
- +18.7%
- Vol
- 16.6%
- Max DD
- -23.7%
- Sharpe
- 1.20
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
ITI Flexi Cap Fund
ITI Mutual Fund
- 1Y
- +14.1%
- 3Y
- +18.2%
- Vol
- 15.4%
- Max DD
- -21.4%
- Sharpe
- 1.17
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Parag Parikh Flexi Cap Fund
PPFAS Mutual Fund
- 1Y
- -4.7%
- 3Y
- +11.9%
- Vol
- 11.9%
- Max DD
- -31.2%
- Sharpe
- 1.03
- 3Y win
- +88%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Bajaj Finserv Flexi Cap Fund
Bajaj Finserv Mutual Fund
- 1Y
- +3.9%
- 3Y
- +16.2%
- Vol
- 13.1%
- Max DD
- -17.5%
- Sharpe
- 0.83
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher TER · Lower trailing returns
Baroda BNP Paribas Flexi Cap Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +1.5%
- 3Y
- +11.1%
- Vol
- 14.0%
- Max DD
- -20.4%
- Sharpe
- 0.60
- 3Y win
- +96%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns