no icon
no icon
amc icon

Motilal Oswal Focused Fund - Regular Idcw Payout

Equity | Focused

(NAV as of 12/04/2024)
20.11 (-0.88)

3Y Returns

5.03%

Min SIP

100

Min Lumpsum

500

Expense Ratio

2.13%

Fund Size

1807 Cr

Inception Date

13-May-13

Fund Manager

Santosh Singh

Exit Load

1% on or before 15D, Nil after 15D.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

99.57%

Debt & Others

0.43%

Market Cap Allocation

Large Cap

74.74%

Mid Cap

24.56%

Small Cap

0.00%

Other Cap

0.70%

Sector Allocation

Automobiles

12.69%

Finance

11.30%

Insurance

11.06%

Banks

10.03%

Retailing

6.65%

Top Ten Holdings

Star Health And Allied Insurance Company Ltd

9.08%

Samvardhana Motherson International Ltd

8.21%

FSN E-Commerce Ventures Ltd

6.64%

L&T Technology Services Ltd

5.80%

BSE Ltd

5.66%

Investment Objective

The Investment Objective Of The Scheme Is To Achieve Long Term Capital Appreciation By Investing In Upto 25 Companies With Long Term Sustainable Competitive Advantage And Growth Potential. However, There Can Be No Assurance Or Guarantee That The Investment Objective Of The Scheme Would Be Achieved.

Fund House Detail

AMC Name

Motilal Oswal Asset Management Company Limited

Address

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road,Opp Parel ST Bus Depot, PrabhadeviMumbai - 400025

Similar Funds
amc icon

Hdfc Focused 30 Fund - Direct Plan - Growth Option

1Y

42.25%

3Y

31.01%

5Y

20.24%

amc icon

Mahindra Manulife Focused Fund - Direct Plan - Growth

1Y

51.35%

3Y

27.83%

5Y

NA

amc icon

Invesco India Focused 20 Equity Fund Direct Plan Growth

1Y

66.93%

3Y

26.28%

5Y

NA

amc icon

Icici Prudential Focused Equity Fund - Direct Plan - Growth

1Y

47.2%

3Y

25.55%

5Y

20.91%

amc icon

Quant Focused Fund Direct Plan - Growth

1Y

57.95%

3Y

25.3%

5Y

24.18%

amc icon

Franklin India Focused Equity Fund - Direct Growth

1Y

41.01%

3Y

23.76%

5Y

18.93%

amc icon

Jm Focused Fund Direct - Growth Option

1Y

52.38%

3Y

23.4%

5Y

15.39%

amc icon

360 One Focused Equity Fund Direct Plan- Growth

1Y

38.99%

3Y

23.08%

5Y

22.99%

amc icon

Tata Focused Equity Fund Direct Plan Growth

1Y

40.14%

3Y

21.71%

5Y

NA

amc icon

Hsbc Focused Fund Direct Plan Growth

1Y

41.76%

3Y

21.26%

5Y

NA

amc icon

Kotak Focused Equity Fund - Direct Plan - Growth

1Y

35.31%

3Y

19.38%

5Y

NA

amc icon

Nippon India Focused Equity Fund - Direct Plan Growth Option Growth

1Y

32.79%

3Y

19.25%

5Y

17.43%

amc icon

Aditya Birla Sun Life Focused Equity Fund - Growth-Direct Plan

1Y

37.9%

3Y

18.9%

5Y

16.52%

amc icon

Bandhan Focused Equity Fund-Direct Plan-Growth

1Y

40.31%

3Y

18.76%

5Y

15.84%

amc icon

Union Focused Fund Direct Plan - Growth Option

1Y

32.64%

3Y

17.75%

5Y

NA

amc icon

Sbi Focused Equity Fund Direct Growth

1Y

33.02%

3Y

17.38%

5Y

16.75%

amc icon

Dsp Focus Fund - Direct Plan - Growth

1Y

41.41%

3Y

16.49%

5Y

15.35%

amc icon

Mirae Asset Focused Fund - Direct Plan - Growth

1Y

24.98%

3Y

14.29%

5Y

NA

amc icon

Motilal Oswal Focused Fund - Direct Growth

1Y

33.32%

3Y

14.05%

5Y

15.55%

amc icon

Lic Focused 30 Equity Fund - Direct Plan - Growth

1Y

9.43%

3Y

11.63%

5Y

11.43%

amc icon

Axis Focused 25 Fund - Direct Plan - Growth

1Y

35.07%

3Y

11.46%

5Y

13.94%

amc icon

Uti Focused Equity Fund - Direct Plan Growth

1Y

39.99%

3Y

NA

5Y

NA

amc icon

Edelweiss Focused Equity Fund - Direct Plan - Growth

1Y

41.65%

3Y

NA

5Y

NA

amc icon

Old Bridge Focused Equity Fund - Direct Plan - Growth

1Y

NA

3Y

NA

5Y

NA

amc icon

Canara Robeco Focused Equity Fund Direct Growth

1Y

37.54%

3Y

NA

5Y

NA

amc icon

Iti Focused Equity Fund - Direct Plan - Growth

1Y

NA

3Y

NA

5Y

NA

amc icon

Baroda Bnp Paribas Focused Fund Direct Growth

1Y

41.79%

3Y

NA

5Y

NA

amc icon

Sundaram Focused Fund - Direct Growth

1Y

37.12%

3Y

NA

5Y

NA

BUILD WEALTH WITH CONFIDENCE

no iconno iconno iconno icon
no icon

BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
get on play storeget on app store

Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.