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Business News/Market/Market Stats/    Motilal Oswal Focused Regular Growth

Motilal Oswal Focused Regular Growth

+
  • Equity
  • Focused Fund
  • Rating 3
  • Plan
39.24 -0.06 (-0.15%) NAV as on 08 Dec, 2023
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1651.46
  • CAGR 14.23%
  • Exit Load1.00%
  • Expense ratio2.09%
  • CategoryEquity
  • Min Investment500
  • Min SIP500
  • Launch Date2013-05-07

Morning Star Rating 3

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 11 December 2023

  • Name
  • Value (Cr)
  • Holding %
  • BSE
  • 94.14
  • 5.70%
View More

Risk & Volitility

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

FAQs about Motilal Oswal Focused Regular Growth

According to the morning star rating Motilal Oswal Focused Regular Growth has a Medium risk & Exceptional return.
Motilal Oswal Focused Regular Growth is managed by Ankush Sood,Santosh Singh,Rakesh Shetty.
The expense ratio of Motilal Oswal Focused Regular Growth is 2.09%.
The 5 year annualized return on Motilal Oswal Focused Regular Growth is 13.85% & it has generated 14.23% in the last 1 year.
The minimum investment in Motilal Oswal Focused Regular Growth is 500 Rs.
Motilal Oswal Focused Regular Growth has an AUM of 1651.46 crores.
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