Motilal Oswal Focused Regular Growth

• Alpha 0.35%
• Beta 0.94
• Sharpe Ratio0.63
• Std Deviation 13.27%
• Tracking Error 5.65%

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 1651.46 crores & has delivered CAGR of 13.85% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.09%. 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 Medium & Exceptional respectively.

The top holdings of the fund include Star Health & Allied Insurance, Samvardhana Motherson International, ABB India & BSE.

The major sectors where the fund is invested are Regional Banks, Investment Services, Consumer Financial Services & Software & Programming.

Some of the similar funds are DSP Focus Fund Growth, Motilal Oswal Focused Regular Growth, Tata Focused Equity Fund Regular Growth, Invesco India Focused 20 Equity Fund Regular Growth, HSBC Focused Fund Regular Growth. Motilal Oswal Focused Regular Growth has a sharpe ratio of 0.63 & a standard deviation of 13.27%.