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Motilal Oswal Focused Fund - Regular Plan - Growth

AMC: Motilal Oswal Mutual Fund
Type: Equity - Focused Fund
Plan: Standard Plan
38.8868 0.06 (0.17) % NAV as on 01-Dec-2023
start sip Lumpsum
Benchmark Indices NIFTY 500 - TRI
Category Equity
Inception Date 13-May-2013
Risk Category Very High
3 Yr CAGR 12.79%

Fund Data

Fund Manager Santosh Singh
Exit Load 1 %
Expense Ratio 2.09 %
AUM (Rs in Cr) 1,651.46
Lock in Period NA

Investment Details

Min Investment 500
Min SIP Investment 100
Min Addtnl Investment 500
Min Withdrawal 500

Price Movement

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FUND
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Top Holdings

Value ( Cr.) Hold %
Star Health And Allied In... 113.06 6.85
Samvardhana Motherson Int... 110.80 6.71
ABB India Limited 94.51 5.72
BSE Limited 94.13 5.70
Avenue Supermarts Limited 88.20 5.34
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Asset Allocation

99.1% Domestic Equities
0.9% Cash & Cash Equivalents and Net Assets

Portfolio Aggregates

Fund Benchmark Category
Average Mkt Cap (Rs Cr) 0.00 0.00 0.00
Large Cap(%) 0.00 0.00 0.00
Mid Cap (%) 0.00 0.00 0.00
Small Cap(%) 0.00 0.00 0.00

Sector Allocation

14.35% Bank - Private
10.59% Insurance
10.37% IT - Software
9.88% Finance - Others
6.71% Auto Ancillary
5.72% Electric Equipment
5.34% Retailing
4.93% Fintech
4.61% Pharmaceuticals & Drugs
4.15% Telecommunication - Service Provider
4.06% e-Commerce
3.72% Engineering - Construction
3.18% Pesticides & Agrochemicals
2.81% Finance - Investment
2.66% Finance - NBFC
2.43% Refineries
2.21% Defence
1.36% Business Support
0.9% Miscellaneous

Performance

Company Name YTD(%) 1 Month(%) 3 Month(%) 1 Year(%) 3 Years(%) 5 Year(%) Since Inception(%)
FUND 14.18 8.81 6.50 12.13 12.79 13.33 13.73

Peer Comparison

Compare the performance of a mutual fund with the other funds from the same category

No Data Available

Risk Measures

RISK MEASURES Mean(%) Std Deviation(%) Sharpe Sortino Beta Alpha(%)
Fund 13.75 10.51 1.00 1.60 0.84 6.49
S&P BSE Sensex 7.76 9.65 0.49 0.83 1 0
Rank With In Category 20 (68) 65 (68) 12 (68) 20 (68) 27 (68) 12 (68)
Ratios calculated on daily returns for last 1 year.

News

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