Motilal Oswal Focused Fund - Regular Plan Growth Option
Category: Equity: Focused
Launch Date: 05-05-2013
AUM:
1,331.9 Cr
Expense Ratio
2.16%
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 | 12.2 | 11.77 | 8.93 |
| NIFTY 500 TRI | 5.1 | 16.78 | 14.78 |
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
44.5973
Last change
-0.16 (-0.363%)
Fund Size (AUM)
₹ 1,331.9 Cr
Performance
12.22% (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 (%) |
|---|---|
| MTAR TECHNOLOGIES LIMITED EQ | 5.12 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 4.99 |
| Ami Organics Limited | 4.96 |
| Shriram Finance Limited | 4.17 |
| TITAN COMPANY LIMITED EQ NEW Re.1/- | 4.14 |
| ICICI Prudential AMC Ltd | 3.65 |
| AMBER ENTERPRISES INDIA LIMITED EQ | 3.57 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.48 |
| ULTRATECH CEMENT LIMITED EQ | 3.45 |
| Aditya Infotech Limited | 3.39 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 30.14 |
| Capital Goods | 20.96 |
| Consumer Durables | 7.71 |
| Healthcare | 7.41 |
| Consumer Services | 6.51 |
| Automobile and Auto Components | 5.96 |
| Information Technology | 4.62 |
| Construction Materials | 3.45 |
| Fast Moving Consumer Goods | 3.09 |
| Chemicals | 2.81 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Focused Fund Reg Plan Gr | 8.93 |
| SBI FOCUSED FUND Reg PLAN Gr | 15.49 |
| Kotak Focused Fund Reg Gr | 14.88 |
| ITI Focused Fund Reg Gr | 0.0 |
| HSBC Focused Fund Reg Gr | 14.69 |
| Union Focused Reg Gr | 12.57 |
| Old Bridge Focused Fund Reg Gr | 0.0 |
| Bandhan Focused Fund Reg Gr | 14.64 |
| ICICI Pru Focused Equity Gr | 18.86 |
| ABSL Focused Gr | 14.01 |