Motilal Oswal Flexi Cap Fund - Direct Plan - Growth
code 129046 Flexi Cap Fund direct plan · growth NAVs 2014-04-29 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2014-04-29, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 3.71% | -5.21% | -6.04% | 0.83% | 2026-10-09 → 2026-11-09 |
| 3M | 0.89% | 6.03% | -3.61% | 9.65% | 2026-08-07 → 2026-11-09 |
| 6M | 11.54% | 18.02% | 5.81% | 12.21% | 2026-05-08 → 2026-11-09 |
| 1Y | 4.89% | 2.72% | -1.79% | 4.52% | 2025-11-07 → 2026-11-09 |
| 3Y | 17.71% | 17.47% | 9.55% | 7.92% | 2023-11-09 → 2026-11-09 |
| 5Y | 13.23% | 12.28% | 9.02% | 3.26% | 2021-11-09 → 2026-11-09 |
| 7Y | 14.27% | 13.75% | 14.12% | -0.37% | 2019-11-08 → 2026-11-09 |
| 10Y | 13.22% | 12.76% | 12.86% | -0.11% | 2016-11-09 → 2026-11-09 |
| since inception | 17.07% | 16.83% | 13.44% | 3.39% | 2014-04-29 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 15.74% | 9.35% | 44.42% | -6.97% | 8.86% | 11.37% | 16.33% | -2.14% | 32.08% | 46.96% | -4.82% |
| benchmark | 0.22% | 5.12% | 37.65% | -2.14% | 8.97% | 17.89% | 31.60% | 4.25% | 26.91% | 16.24% | 7.76% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 2,812 | 16.44% | 12.21% | -30.96% | 84.28% | 74% | 52% |
| 3 years | 2,318 | 14.84% | 15.32% | -7.16% | 34.96% | 96% | 49% |
| 5 years | 1,826 | 12.93% | 13.25% | 1.45% | 26.93% | 100% | 27% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 16.77% | 12.45% | 12.23% |
| volatility | 18.07% | 16.18% | 17.63% |
| max drawdown | -21.55% | -21.55% | -37.10% |
| downside deviation | 12.00% | 10.80% | 12.57% |
| Sharpe ratio | 0.63 | 0.46 | 0.44 |
| Sortino ratio | 0.94 | 0.68 | 0.62 |
| Calmar ratio | 0.78 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Category: Flexi Cap Fund
Overall ★★★☆☆ (3y ★★★★☆ · 5y ★★★★☆ · 10y ★★☆☆☆) · as of 2026-10 · 150 months of history
| percentile rank (1 = best) | 3 years of 36 funds | 5 years of 27 funds | 10 years of 18 funds |
|---|---|---|---|
| return | 12th | 20th | 71st |
| volatility | 95th | 93rd | 83rd |
| Sharpe | 23rd | 24th | 71st |
| Sortino | 20th | 24th | 71st |
| worst fall | 83rd | 62nd | 59th |
| risk-adjusted return (MRAR) | 18th | 24th | 71st |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.