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Motilal Oswal Focused Fund - Regular Plan Growth Option

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

₹ 1,845.11 Cr

Expense Ratio

2.72%

Benchmark

Nifty 500 TRI

ISIN

INF247L01155

Minimum Investment

500.0

Minimum Topup

500.0

Minimum SIP Amount

500

Fund Manager

Ankit Agarwal, Varun Sharma, Rakesh Shetty, Swapnil Mayekar

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Motilal Oswal Focused Fund - Regular Plan Growth Option 17.33 13.06 8.51
NIFTY 500 TRI -8.03 10.07 8.09
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
51.9678
Last change
0.71 (1.358%)
Fund Size (AUM)
₹ 1,845.11 Cr
Performance
13.0% (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
Ankit Agarwal, Varun Sharma, Rakesh Shetty, Swapnil Mayekar
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Triparty Repo 4.85
Net Receivables / (Payables) 4.05
ICICI Prudential Asset Management Company Limited 3.86
SANSERA ENGINEERING LIMITED EQ NEW FV RS. 2/- 3.81
STATE BANK OF INDIA EQ NEW RE. 1/- 3.71
Coforge Limited 3.71
SYRMA SGS TECHNOLOGY LIMITED EQ 3.67
ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- 3.53
SHADOWFAX TECHNOLOGIES PRIVATE LIMITED EQ 3.53
ZOMATO LIMITED EQ 3.53

Sector Allocation

Sector Holdings (%)
Capital Goods 28.08
Financial Services 25.83
Services 9.16
Healthcare 8.32
Automobile and Auto Components 6.54
Consumer Services 6.1
Information Technology 3.71
Consumer Durables 3.36

Peer Comparison

Scheme Name 5Y (%)
Motilal Oswal Focused Fund Reg Plan Gr 8.51