Motilal Oswal Focused Regular Growth
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- Rating 3
- Plan
- 5D
- 1M
- 6M
- 1Y
- 5Y
- MAX
Key Metrics
- AUM (in Cr)1848.27
- CAGR 32.58%
- Exit Load1.00%
- Expense ratio2.06%
- CategoryEquity
- Min Investment500
- Min SIP500
- Launch Date2013-05-07
Asset Allocation
Holdings As On - 10 July 2024
- Name
- Value (Cr)
- Holding %
- Samvardhana Motherson International
- 185.29
- 10.02%
- ZF Commercial Vehicle Control Systems India
- 177.54
- 9.61%
- FSN E-Commerce Ventures
- 161.60
- 8.74%
- Star Health and Allied Insurance
- 161.03
- 8.71%
- Religare Enterprises
- 138.67
- 7.50%
- Dreamfolks Services
- 112.10
- 6.06%
- L&T Technology Services
- 105.27
- 5.70%
- Bharti Airtel
- 102.96
- 5.57%
- Piramal Enterprises
- 87.44
- 4.73%
- Larsen & Toubro
- 77.06
- 4.17%
Peer Comparison
Risk & Volitility
- Alpha 0.35%
- Beta 0.94
- Sharpe Ratio0.47
- Std Deviation 12.40%
- Tracking Error 5.65%
About Fund
The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 30 companies with focus in multi cap space. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
The Motilal Oswal Focused Regular Growth has an AUM of 1848.27 crores & has delivered CAGR of 16.63% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.06%. The minimum investment in Motilal Oswal Focused Regular Growth is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.
The top holdings of the fund include Samvardhana Motherson International, ZF Commercial Vehicle Control Systems India, FSN E-Commerce Ventures & Star Health and Allied Insurance.
The major sectors where the fund is invested are Auto & Truck Parts, Consumer Financial Services, Construction Services & Investment Services.
Some of the similar funds are DSP Focus Fund Growth, Motilal Oswal Focused Regular Growth, Tata Focused Equity Fund Regular Growth, Canara Robeco Focused Equity Fund Regular Growth, HSBC Focused Fund Regular Growth. Motilal Oswal Focused Regular Growth has a sharpe ratio of 0.47 & a standard deviation of 12.40%.
