Rs 10,000 To Rs 24,00,000: This Mutual Fund Delivers Strong Growth In 10 Years; Multiplies SIP By 24000%

Since its establishment on April 28, 2014, the Motilal Oswal Flexicap Fund has carved a path of growth, delivering a compounded annual growth rate (CAGR) of 17.17%. This performance is attracting investors with its promising returns and dynamic investment strategy.

To put this into perspective, imagine investing Rs 10,000 in this scheme every month through a Systematic Investment Plan (SIP) since its inception. As of March 28, 2024, this investment would have multiplied to Rs 24.4 lakh.

For those opting for a lump sum investment, a Rs 10,000 investment made at the fund's inception would have grown to Rs 48,176 by March 28, 2024, further substantiating its potential for wealth creation over time.

The Motilal Oswal Flexicap Fund operates as an open-ended dynamic equity scheme, strategically investing across largecap, midcap, and smallcap stocks. With assets under management (AUM) totalling Rs 9,660 crore, the fund has established itself as a significant player in the market.

Managed against the Nifty 500 - TRI, the fund boasts a strong management team led by Niket Shah. Its investment objective revolves around achieving long-term capital appreciation by primarily investing in equity and equity-related instruments across various sectors and market capitalization levels.

In the past year alone, the fund has delivered returns of 54.80% amidst market fluctuations. Over a three-year and five-year period, the fund has maintained a robust CAGR of 15.24% and 13.14%, respectively, reaffirming its consistency and reliability for investors seeking sustained growth.

Investors considering redemption should note the fund's load structure. An exit load of 1% applies if investments are redeemed within 15 days from the date of allotment. However, this load is waived if redemptions occur after the 15-day mark.

No exit load is applicable for switches between Motilal Oswal Focused Fund, Motilal Oswal Midcap Fund, Motilal Oswal Flexi Cap Fund, Motilal Oswal Large and Midcap Fund, Motilal Oswal Multi-Asset Fund, and Motilal Oswal Balanced Advantage Fund, offering investors flexibility and convenience in managing their investment portfolios.

The Motilal Oswal Flexicap Fund has become successful in the mutual fund domain by consistently delivering impressive returns. With a proven track record of growth and a sound investment strategy, it continues to attract investors looking to capitalize on long-term wealth creation opportunities.

Investors are reminded of the inherent risks associated with market investments and the importance of thorough research and due diligence before making any financial decisions.