Motilal Oswal Focused Regular Growth

• Alpha 0.35%
• Beta 0.94
• Sharpe Ratio0.83
• Std Deviation 14.04%
• Tracking Error 5.65%

The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 30 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.

The Motilal Oswal Focused Regular Growth has an AUM of 1691.84 crores & has delivered CAGR of 13.34% 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 Moderate & High respectively.

The top holdings of the fund include ABB India, Zomato, Avenue Supermarts & Star Health & Allied Insurance.

The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Consumer Financial Services & Construction Services.

Some of the similar funds are Motilal Oswal Focused Regular Growth, Tata Focused Equity Fund Regular Growth, HSBC Focused Fund Regular Growth, Canara Robeco Focused Equity Fund Regular Growth, Invesco India Focused 20 Equity Fund Regular Growth. Motilal Oswal Focused Regular Growth has a sharpe ratio of 0.83 & a standard deviation of 14.04%.