Motilal Oswal Focused Fund - Regular Plan Growth Option
Category: Equity: Focused
Launch Date: 05-05-2013
AUM:
1,692.66 Cr
Expense Ratio
2.89%
Benchmark
Nifty 500 TRI
ISIN
INF247L01155
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Atul Mehra, Mr. Ankit Agarwal, Mr. Varun Sharma, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Focused Fund - Regular Plan Growth Option | 26.01 | 13.55 | 10.07 |
| NIFTY 500 TRI | 4.99 | 13.01 | 12.02 |
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
52.869
Last change
-0.14 (-0.2608%)
Fund Size (AUM)
₹ 1,692.66 Cr
Performance
13.36% (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. Atul Mehra, Mr. Ankit Agarwal, Mr. Varun Sharma, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TRP_010726 | 6.46 |
| Rubicon Research Ltd. | 4.44 |
| AU SMALL FINANCE BANK LIMITED EQ | 4.25 |
| ZOMATO LIMITED EQ | 4.2 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 4.12 |
| Aditya Infotech Limited | 4.04 |
| ICICI Prudential Asset Management Company Limited | 4.02 |
| APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- | 4.01 |
| PNB HOUSING FINANCE LTD EQ | 3.52 |
| TITAN COMPANY LIMITED EQ NEW Re.1/- | 3.51 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 27.7 |
| Capital Goods | 20.79 |
| Healthcare | 11.11 |
| Consumer Services | 9.14 |
| Automobile and Auto Components | 6.31 |
| Services | 4.89 |
| Consumer Durables | 3.51 |
| Telecommunication | 3.06 |
| Power | 2.93 |
| Information Technology | 2.25 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Focused Fund Reg Plan Gr | 10.07 |
| Old Bridge Focused Fund Reg Gr | 0.0 |
| SBI Focused Fund Reg Plan Gr | 12.65 |
| Quant Focused Gr Plan | 12.39 |
| ITI Focused Fund Reg Gr | 0.0 |
| Union Focused Reg Gr | 10.52 |
| Kotak Focused Fund Reg Gr | 12.68 |
| HSBC Focused Fund Reg Gr | 12.79 |
| JM Focused Fund Reg Gr | 14.0 |
| LIC MF Focused Fund Reg Gr | 9.7 |