Motilal Oswal Focused Fund - Regular Plan Growth Option
Category: Equity: Focused
Launch Date: 05-05-2013
AUM:
₹ 1,446.48 Cr
Expense Ratio
2.14%
Benchmark
NIFTY 500 TRI
ISIN
INF247L01155
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Siddharth Bothra
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Focused Fund - Regular Plan Growth Option | 15.33 | 9.66 | 6.87 |
| NIFTY 500 TRI | 13.11 | 16.44 | 13.75 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
42.123
Last change
-0.03 (-0.0636%)
Fund Size (AUM)
₹ 1,446.48 Cr
Performance
11.85% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
Return by investing upto 30 companies with long term sustainable competitive advantage and growth potential. Investment in Equity and equity related instruments subject to overall limit of 30 companies.
Fund Manager
Mr. Siddharth Bothra
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 5.2 |
| Ami Organics Limited | 4.42 |
| TRP_020226 | 4.08 |
| Coforge Limited | 4.06 |
| MTAR TECHNOLOGIES LIMITED EQ | 3.97 |
| TITAN COMPANY LIMITED EQ NEW Re.1/- | 3.83 |
| Shriram Finance Limited | 3.83 |
| ADITYA BIRLA CAPITAL LIMITED EQ | 3.77 |
| RELIGARE ENTERPRISES LIMITED EQ | 3.57 |
| ULTRATECH CEMENT LIMITED EQ | 3.48 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.46 |
| Capital Goods | 16.02 |
| Information Technology | 9.51 |
| Healthcare | 7.16 |
| Consumer Services | 6.61 |
| Consumer Durables | 6.42 |
| Automobile and Auto Components | 5.43 |
| Construction Materials | 3.48 |
| Chemicals | 3.06 |
| Fast Moving Consumer Goods | 2.96 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Focused Fund Reg Plan Gr | 6.87 |
| SBI FOCUSED FUND Reg PLAN Gr | 14.0 |
| Kotak Focused Fund Reg Gr | 13.65 |
| ITI Focused Fund Reg Gr | 0.0 |
| ICICI Pru Focused Equity Gr | 17.72 |
| HSBC Focused Fund Reg Gr | 13.08 |
| Union Focused Reg Gr | 11.08 |
| ABSL Focused Gr | 13.01 |
| HDFC Focused Fund GR | 20.29 |
| Edelweiss Focused Fund Reg Gr | 0.0 |