Motilal Oswal Diversified Eq Flexicap Passive FOF
🎯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
Asset Allocation
Quarterly comparison data not available.
This fund has over 80% in equity — it's an aggressive allocation. Expect significant volatility but potentially higher long-term returns.
Asset Allocation — The Single Most Important Investment Decision →
Sector Allocation
⚠️ High concentration — the top 3 sectors account for 99.4% of this fund. If these sectors face headwinds simultaneously, the fund will feel it. This is common in thematic or sectoral funds but unusual for diversified funds.
Holdings-Based Style Box
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
Fund DNA
Portfolio Holdings4 positions
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 →| # | Company | Sector | Allocation | Weight (%) | 3M Change | View |
|---|---|---|---|---|---|---|
| 1 | Motilal Oswal Nifty Midcap 150 Index Fund - D P | Mutual Fund / ETF | 33.1% | — | ||
| 2 | Motilal Oswal Nifty Smallcap 250 Index Dir PL | Mutual Fund / ETF | 32.9% | — | ||
| 3 | Motilal Oswal Nifty 100 ETF | Mutual Fund / ETF | 32.7% | — | ||
| 4 | Net Receivables / (Payables) | Other / Non-Equity | 0.7% | — |
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Returns data is not yet available for this fund. Check back soon.
Performance
This chart shows the fund's NAV growth over time. Since inception, this fund has delivered a CAGR of -1.3%.
Investment Calculator
Estimate future value based on Motilal Oswal Diversified Eq Flexicap Passive FOF's historical returns
⚠️ 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.
👤Fund Manager
Fund manager information is not available for this fund.
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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.