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Partner With Us NRI

Feb 07, 2023


Category

Equity

AUM (Cr.)

1,741.46

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

2.14

Sharpe Ratio

-0.16

Beta Ratio

0.00

Fund Manager

Siddharth Bothra

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

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Focused Fund (IDCW) -3.41 -1.22 0.23 8.61 8.43 12.52
Benchmark - Nifty 50 TRI -0.52 2.45 2.71 14.89 12.49 0
Category Average - BEST EQUITY PERFORMERS -1 0.87 -0.19 13.63 9.98 12.76
Category Rank 6/6 10/6 10/6 9/6 9/6 6/6
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Sundaram Focused Fund (G) 106.8375 0.20 -2.66 14.65 12.03 793.31 2.47 300.00 invest
AXIS Focused 25 Fund (G) 37.2000 0.08 -14.19 5.02 8.30 16,723.86 1.75 500.00 invest
Mirae Asset Focused Fund (G) 18.3400 -0.03 -5.91 15.34 0.00 8,802.49 0.00 5,000.00 invest
Mirae Asset Focused Fund (IDCW) 18.3430 -0.03 -5.90 15.34 0.00 8,802.49 0.00 5,000.00 invest
HDFC Focused 30 Fund (IDCW) 19.6840 -84.79 14.78 19.47 9.56 3,197.76 1.98 100.00 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-HDFC Bank Dec 31, 2022 173.89 9.99 -2.61
Equity-ICICI Bank Dec 31, 2022 129.65 7.45 -11.18
Equity-A B B Dec 31, 2022 114.67 6.58 -10.59
Equity-Container Corpn. Dec 31, 2022 95.66 5.49 -4.29
Equity-Abbott India Dec 31, 2022 93.82 5.39 5.58
Equity-Infosys Dec 31, 2022 93.37 5.36 -7.75
Equity-Avenue Super. Dec 31, 2022 83.92 4.82 1.07
Equity-Vedant Fashions Dec 31, 2022 77.39 4.44 -2.20
Equity-St Bk of India Dec 31, 2022 74.56 4.28 6.24
Equity-ICICI Lombard Dec 31, 2022 70.23 4.03 -18.89

latest news

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

Motilal Oswal Mutual Fund has announced 17 January 2023 as the record date ...

Jan 13, 2023 10:38

Motilal Oswal MF Announces change exit load structure under its schemes

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

Dec 02, 2022 13:33

Motilal Oswal Dynamic Fund Announces change in scheme name

Motilal Oswal Mutual Fund has announced change in scheme name under the fol...

Nov 25, 2022 10:45

Motilal Oswal Mutual Fund Announces change in Key Personnel and Fund Management Structure

Motilal Oswal Mutual Fund has announced that Mr. Rakesh Shetty is appointed...

Nov 23, 2022 12:15

Motilal Oswal MF Announces change in fund manager under its schemes

Motilal Oswal Mutual Fund has announced Mr. Ankush Sood shall act as a Fund...

Nov 15, 2022 10:23

Motilal Oswal Mutual Fund Announces Appointment of Key Personnel

Motilal Oswal Mutual Fund has announced that Mr. Prashant Shelar has been a...

Nov 14, 2022 12:04

SCHEME DETAILS

AMC Name : Motilal Oswal Mutual Fund
Fund Name : Motilal Oswal Focused Fund (IDCW)
Contact Persone : Siddharth Bothra
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