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Motilal Oswal Mutual Fund

Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds- Direct - Growth

TopFund Score: 72/100 · Good

How this score is calculated

  • Star rating (35%)—
  • 3Y CAGR (30%)—
  • Expense ratio (20%)0.11%
  • AUM (15%)₹41 Cr

Not investment advice — an analytical read of public fund data. Methodology →

Motilal Oswal Mutual Fund · Equity · Flexi Cap

₹10.8

+0.0 (+0.0%)

AUM: ₹41 Cr

NAV updated 24 days ago

Plan

Direct

Option

Growth

Risk

High

Expense Ratio

0.11%

Exit Load

Exit load of 1%, if redeemed within 15 days.

Fund Manager

Swapnil P Mayekar

Inception

Jan 2026

Benchmark

NIFTY 500 Total Return Index

Sharpe Ratio

0.39

Std Dev (1Y)

17.27%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

-0.42%

3m

+5.51%

6m

+8.23%

1y

—

3y

—

5y

—

10y

—

since inception

+7.53%

TopFund's Take on Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds- Direct - Growth

Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds- Direct - Growth holds up reasonably well within the Flexi Cap category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 72/100.

Cost: At 0.11%, the expense ratio is meaningfully cheaper — about 87% below the Flexi Cap category average of 0.85% (based on 528 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.39 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 17.27% is fairly typical for Flexi Cap funds.

Who should invest: This fund is best suited to investors who want the fund manager to freely allocate across large, mid and small caps rather than being boxed into one segment. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

Sector Allocation

Unspecified 100.52%

Asset Allocation

Mutual Fund 99.72%
Repo 0.29%

Frequently Asked Questions about Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds- Direct - Growth

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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