loader2
Partner With Us NRI

Apr 15, 2024


Category

Equity

AUM (Cr.)

1,803.57

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

2.07

Sharpe Ratio

25.46

Beta Ratio

0.00

Fund Manager

Santosh Singh

Inception Date

May 13, 2013

Risk Level

Very High

Investment Objective

The scheme is to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential.

Invest Now

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Focused Fund (G) 5.64 13.07 30.23 12.48 14.09 13.99
Benchmark - Nifty 50 TRI 0.82 14.17 27.87 17.67 15.44 0
Category Average - BEST EQUITY PERFORMERS 3.99 17.36 37.05 18.85 16.39 16.11
Category Rank 7/8 8/8 9/8 9/8 9/8 8/8
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Mahindra Manulife Focused Fund (IDCW) 18.0649 -0.86 47.54 25.21 0.00 1,228.99 2.11 1,000.00 invest
Mahindra Manulife Focused Fund (G) 23.6566 -0.86 47.54 25.16 0.00 1,228.99 2.11 1,000.00 invest
Kotak Focused Equity Fund (IDCW) RI 21.5510 -0.87 32.24 17.37 0.00 3,187.12 1.89 100.00 invest
Kotak Focused Equity Fund (G) 21.5510 -0.87 32.24 17.37 0.00 3,187.12 1.89 100.00 invest
AXIS Focused 25 Fund (IDCW) 19.3600 -1.93 31.25 9.78 12.13 14,086.94 1.73 100.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Samvardh. Mothe. Mar 31, 2024 163.35 9.06 2.65
Equity-Star Health Insu Mar 31, 2024 159.40 8.84 -1.78
Equity-FSN E-Commerce Mar 31, 2024 125.66 6.97 3.22
Equity-ZF Commercial Mar 31, 2024 120.18 6.66 39.36
Equity-Sun Pharma.Inds. Mar 31, 2024 113.44 6.29 2.70
Equity-Religare Enterp. Mar 31, 2024 107.41 5.96 58.56
Equity-Bharti Airtel Mar 31, 2024 104.43 5.79 9.37
Equity-BSE Mar 31, 2024 102.82 5.70 3.74
Equity-Dreamfolks Servi Mar 31, 2024 88.71 4.92 8.31
Equity-L&T Technology Mar 31, 2024 81.75 4.53 -19.45

latest news

Motilal Oswal Midcap Fund Announces change in Exit Load Structure

Motilal Oswal Mutual Fund has announced change in exit load structure under...

Mar 18, 2024 12:32

Motial Oswal MF Announces Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Motilal Oswal Mutual Fund has announced 19 March 2024 as the record date fo...

Mar 16, 2024 09:44

Motilal Oswal Mutual Fund Announces merger Motilal Oswal Equity Hybrid Fund Merger into Motilal Oswal Balanced Advantage Fund

Motilal Oswal Mutual Fund has approved the merger of Motilal Oswal Equity H...

Dec 15, 2023 09:17

Motilal Oswal Balanced Advantage Fund Announces Income Distribution cum Capital Withdrawal (IDCW)

Motilal Oswal Mutual Fund has announced 15 December 2023 as the record date...

Dec 13, 2023 11:02

Ajay Khandelwal appointed as Fund Manager-Equity for two funds of Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund has announced that Mr. Ajay Khandelwal has been ...

Dec 11, 2023 13:26

Motilal Oswal Small Cap Fund Floats On

Motilal Oswal Mutual Fund has launched a new fund named as Motilal Oswal Sm...

Nov 28, 2023 12:38

SCHEME DETAILS

AMC Name : Motilal Oswal Mutual Fund
Fund Name : Motilal Oswal Focused Fund (G)
Contact Persone : Santosh Singh
Registered Address : Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi mumbai 4000
Telephone No : 022-39804263
Fax No. : 022-30896884
Email : mfservice:motilaloswal.com
Website : www.motilaloswalmf.com