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Motilal Oswal Focused Fund - Regular Plan Growth Option

Category: Equity: Focused Launch Date: 05-05-2013
AUM:

₹ 1,509.27 Cr

Expense Ratio

3.99%

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 7.09 10.7 8.24
NIFTY 500 TRI -0.49 13.47 12.04
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
46.5703
Last change
-0.28 (-0.5993%)
Fund Size (AUM)
₹ 1,509.27 Cr
Performance
12.47% (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 (%)
CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- 4.2
Ami Organics Limited 4.19
MTAR TECHNOLOGIES LIMITED EQ 4.13
ICICI BANK LIMITED EQ NEW FV RS. 2/- 4.12
AU SMALL FINANCE BANK LIMITED EQ 4.08
Aditya Infotech Limited 4.02
ICICI Prudential AMC Ltd 4.02
Net Receivables / (Payables) 4.01
ZOMATO LIMITED EQ 3.95
GABRIEL INDIA LIMITED EQ NEW FV RE. 1/- 3.64

Sector Allocation

Sector Holdings (%)
Financial Services 26.55
Capital Goods 16.66
Healthcare 10.87
Consumer Services 7.5
Automobile and Auto Components 5.99
Fast Moving Consumer Goods 5.25
Information Technology 3.43
Oil, Gas & Consumable Fuels 3.34
Metals & Mining 3.26
Consumer Durables 3.0

Peer Comparison

Scheme Name 5Y (%)
Motilal Oswal Focused Fund Reg Plan Gr 8.24