Dec 13, 2024

Motilal Oswal Focused Fund (IDCW)

Equity - Diversified | INF247L01171

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AUM (Cr.)

1,865.08

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

2.05

Sharpe Ratio

10.38

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.

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Nifty 50 TRI

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 (IDCW)	4.27	5.02	20.13	12.32	14.3	14.16
Benchmark - Nifty 50 TRI	2.81	5.83	18.81	13.25	16.79	0
Category Average - BEST EQUITY PERFORMERS	6.26	8.02	27.75	16.12	18.85	17.72
Category Rank	5/6	6/6	9/6	9/6	9/6	6/6

Fund Name	Nav ()	Chg (%)	1Y Return(%)	3Y Return(%)	5Y Return(%)	AUM ( in Crs)	Exp. Ratio (%)	Min.Invst()	Action
Quant Focused Fund (G)	87.8592	0.85	21.38	16.31	22.31	1,117.91	2.15	5,000.00	invest
Quant Focused Fund (IDCW)	65.3269	0.85	21.40	16.44	22.39	1,117.91	2.15	5,000.00	invest
Sundaram Focused Fund (G)	166.6786	0.74	26.52	14.14	19.42	1,118.04	2.25	300.00	invest
Sundaram Focused Fund (IDCW-H)	44.9491	0.74	26.52	14.18	19.30	1,118.04	2.25	300.00	invest
HSBC Focused Fund (G)	26.1165	-0.38	29.53	17.11	0.00	1,773.83	2.10	5,000.00	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.)
Equity-Religare Enterp.	Nov 30, 2024	190.95	10.24	1.51
Equity-L&T Technology	Nov 30, 2024	187.30	10.04	4.76
Equity-FSN E-Commerce	Nov 30, 2024	182.17	9.77	-2.71
Equity-ZF Commercial	Nov 30, 2024	177.96	9.54	-9.54
Equity-Piramal Enterp.	Nov 30, 2024	173.19	9.29	2.28
Equity-Star Health Insu	Nov 30, 2024	165.26	8.86	-6.79
Equity-Samvardh. Mothe.	Nov 30, 2024	149.68	8.03	-15.04
Equity-Dreamfolks Servi	Nov 30, 2024	106.39	5.70	-6.52
Equity-One 97	Nov 30, 2024	106.23	5.70	15.88
Equity-Fino Payments	Nov 30, 2024	64.95	3.48	-2.80

latest news

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Nov 07, 2024 12:27

Motilal Oswal MF announces change in Fund Manager of the following scheme

Motilal Oswal Mutual Fund has announced change in Fund Managers of the foll...

Oct 26, 2024 11:33

Motilal Oswal MF announces change in Fund Manager of the following schemes