EquiscaleEquiscale
Motilal Oswal Diversified Eq Flexicap Passive FOFFund of Funds₹11.8as of 2026-06-22
Expense0.57%RiskHigh
Motilal OswalFund of FundsFund of Funds (FOF)4 HoldingsHigh
AUM
₹30 CrAssets Under Management
Expense Ratio
0.57%Low · Annual fee charged
Top Sector
Mutual Fund / ETFHighest portfolio allocation

🎯Investment Objective

“The investment objective of the scheme is to generate long term growth/capital appreciation by predominantly investing in passive funds such as ETFs/Index Funds of equity and equity related instruments that offers diversified exposure across all market capitalization segments.”

Source: Motilal Oswal Diversified Eq Flexicap Passive FOF scheme information document

💡The investment objective is the fund's stated purpose. A fund promising “capital appreciation through equity investments” behaves very differently from one promising “regular income through debt instruments.”

AI Summary

indian-fund

Strengths0

    Concerns1

    • High sector concentration — Mutual Fund / ETF accounts for 98.7% of the portfolio

    Rule-based from financial data. Not advice.

    Asset Allocation

    Sector Allocation

    Holdings-Based Style Box

    Value
    Blend
    Growth
    Large
    Mid
    Small

    This fund sits in the Mid-Blend quadrant based on its holdings characteristics.

    The fund primarily holds mid-cap stocks (ranked 101–250 by market cap) — offering a balance of growth potential and relative stability. The ‘Blend’ position means the portfolio mixes both value and growth stocks — a balanced approach.

    📖 What do Large/Mid/Small Cap mean? →

    Key Metrics

    AUM
    ₹30 CrCategory avg: ₹5,000 Cr
    ⚠Smaller fund
    💡 A smaller fund with ₹30 Cr in assets. Smaller funds may face higher impact costs but can be more nimble in small/mid-cap strategies.
    Expense Ratio
    0.57%Category avg: 0.82%
    ✓Below average
    💡 This fund charges less than most peers. On a ₹10L investment, you save ~₹2,500/year vs. the average fund.

    Fund DNA

    Fund DNA analysis is not available yet, data enrichment pending.

    Portfolio Holdings4 positions

    💡Reading the Holdings Table

    The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves, increasing weight (↑ green) means they're buying more, decreasing (↓ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.

    📖 Learn: Diversification & Asset Allocation →
    #CompanySectorAllocationWeight (%)3M Change
    1Motilal Oswal Nifty Midcap 150 Index Fund - D PMutual Fund / ETF
    		33.1%-
    2Motilal Oswal Nifty Smallcap 250 Index Dir PLMutual Fund / ETF
    		32.9%-
    3Motilal Oswal Nifty 100 ETFMutual Fund / ETF
    		32.7%-
    4Net Receivables / (Payables)Other / Non-Equity
    		0.7%-

    Holdings Overlap with Your Portfolio

    Checking for overlaps...

    Investment Calculator

    Estimate future value based on Motilal Oswal Diversified Eq Flexicap Passive FOF's historical returns

    1102030
    Invested
    ₹6.00 L
    Est. Value
    ₹8.25 L
    Wealth
    ₹2.25 L
    1.4× in 5yr
    Growth ProjectionMotilal Oswal Dive… vs NIFTY 50

    ⚠️ Important Disclaimer

    This projection uses past returns (12% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.

    💡 Why SIP works: Investing ₹10,000/month uses rupee cost averaging, buying more units when markets dip. Over 5 years, this smooths out volatility.

    📖 SIP · 📖 XIRR · 📖 RCA

    Returns

    1M3M6M1Y3Y CAGR5Y CAGR
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    Performance

    This chart shows the fund's NAV growth over time.

    What is CAGR and how is return calculated? →

    👤Fund Manager

    Fund manager information is not available for this fund.

    All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.