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Motilal Oswal Flexi cap Fund Regular - IDCW Payout/Reinvestment Motilal Oswal Flexi cap Fund Regular - IDCW Payout/Reinvestment

Motilal Oswal Flexi cap Fund Regular - Portfolio Analysis

  • ₹37.82 (0.53%)

    Current NAV 02-12-2024

  • 41.64%

    Returns

  • Min. SIP ₹500

    Min. Investment ₹500

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 97.61%
  • Others 2.39%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 47.35
Mid Cap 29
Others 12.14
Small Cap 9.12

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Financial

Capital Goods

Services

Technology

Automobile

Communication

Consumer Discretionary

Construction

Chemicals

Healthcare

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
JIO Financial Services Ltd. Large Cap Financial (28.75) 10.81% 130.34 46.2%
Tube Investments Of India Ltd. Mid Cap Automobile (94.5) 7.66% 59.75 8.16%
Persistent Systems Ltd. Technology 7.48% - 0%
Polycab India Ltd. Large Cap Capital Goods (55.89) 7.39% 61.59 40.46%
Zomato Ltd. Large Cap Services (36.51) 6.25% -10.49 85.47%
Kalyan Jewellers India Ltd. Mid Cap Consumer Discretionary (82.17) 5.42% 118.89 115.58%
Coforge Ltd. Mid Cap Technology (37.64) 5.2% 72.85 52.15%
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) Communication (98.44) 4.66% 9.63 68%
Cholamandalam Investment and Finance Company Ltd. Large Cap Financial (26.13) 4.64% 28.3 41.05%
Hindustan Aeronautics Ltd. Large Cap Capital Goods (48.79) 3.72% 35.38 83.01%
Trent Ltd. Large Cap Services (74.43) 3.41% 133.87 142.98%
Larsen & Toubro Ltd. Large Cap Construction (42.05) 3.11% 38.56 16.25%
ICICI Bank Ltd. Large Cap Financial (19.12) 2.79% 19 37.74%
Bharti Airtel Ltd. Large Cap Communication (172.26) 2.74% 77.57 61.87%
Angel One Ltd. Small Cap Financial (37.16) 2.7% 20.16 -3.87%
ABB India Ltd. Large Cap Capital Goods (111.23) 2.49% 0 70.77%
Prestige Estates Projects Ltd. Mid Cap Construction (105.83) 2.39% 108.14 64.7%
Deepak Nitrite Ltd. Mid Cap Chemicals (51.6) 2.18% 44.07 24.46%
Electronics Mart India Ltd. Small Cap Services (54.51) 1.95% 0 -2.51%
Vodafone Idea Ltd. Mid Cap Communication (172.26) 1.9% -2.04 -37.6%
Multi Commodity Exchange Of India Ltd. Small Cap Services (96.34) 1.81% 93.04 102.63%
Minda Corporation Ltd. Small Cap Automobile (46.01) 1.65% 0 0%
Aurobindo Pharma Ltd. Mid Cap Healthcare (48.67) 1.6% 20.35 21.42%
Balkrishna Industries Ltd. Mid Cap Automobile (27.65) 1.44% 33.46 10.19%
Indus Towers Ltd. Mid Cap Communication (22.82) 1.21% 12.15 85.16%
Vaibhav Global Ltd. Small Cap Consumer Discretionary (74.43) 1.01% 39.28 -31.99%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 2.39

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 2.39% - 0%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Motilal Oswal Flexi cap Fund Regular ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Motilal Oswal Flexi cap Fund Regular ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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