Motilal Oswal Innovation Opportunities Fund- Regular Plan- Growth
Category: Equity: Thematic-Innovation
Launch Date: 18-02-2025
AUM:
₹ 525.11 Cr
Expense Ratio
2.6%
Benchmark
NIFTY 500 TRI
ISIN
INF247L01EM2
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Atul Mehra, Mr. Varun Sharma, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Innovation Opportunities Fund- Regular Plan- Growth | 8.52 | - | - |
| 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
13.091
Last change
0.03 (0.2506%)
Fund Size (AUM)
₹ 525.11 Cr
Performance
23.42% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies that will benefit from the adoption of innovative strategies or following the innovation theme.
Fund Manager
Mr. Atul Mehra, Mr. Varun Sharma, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| CBLO/REPO | 7.61 |
| Emmvee Photovoltaic Power Limited | 5.09 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 4.59 |
| JM FINANCIAL LIMITED EQ NEW RE. 1/- | 3.99 |
| AVALON TECHNOLOGIES LIMITED EQ NEW FV Rs.2/- | 3.96 |
| ADITYA BIRLA SUN LIFE AMC LIMITED EQ NEW FV Rs.5/- | 3.9 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 3.88 |
| GLOBAL HEALTH LIMITED EQ | 3.58 |
| SYRMA SGS TECHNOLOGY LIMITED EQ | 3.54 |
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | 3.53 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 22.6 |
| Financial Services | 13.97 |
| Information Technology | 13.11 |
| Consumer Services | 12.53 |
| Consumer Durables | 7.01 |
| Healthcare | 6.65 |
| Automobile and Auto Components | 5.19 |
| Services | 3.88 |
| Fast Moving Consumer Goods | 3.47 |
| Chemicals | 3.37 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Innovation Opportunities Fund Reg Plan Gr | 0.0 |