Rating:
Aum
₹678.77 Cr
Expense Ratio
3.34%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
8 Aug 2024
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -1.21% | -- |
| 3 Months | +5.99% | -- |
| 6 Months | +10.53% | -- |
| 1 Year | -0.52% | -0.52% |
| 2 Years | -- | +4.97% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +16.02% | +7.37% |
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Solar Industries India | 40.73 | 6.00 |
| Sun Pharmaceutical Industries | 40.67 | 5.99 |
| Samvardhana Motherson International | 39.99 | 5.89 |
| Lupin | 38.40 | 5.66 |
| ABB India | 34.76 | 5.12 |
| Pidilite Industries | 33.32 | 4.91 |
| Bajaj Auto | 31.93 | 4.70 |
| Reliance Industries | 28.96 | 4.27 |
| Azad Engineering | 27.99 | 4.12 |
| Asian Paints | 26.74 | 3.94 |
Rating:
Risk
Return
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Samco Active Momentum Fund Regular Growth | +16.54% | +14.48% | -- |
| Invesco India Manufacturing Fund Regular Growth | +13.37% | -- | -- |
| Motilal Oswal Manufacturing Fund Regular Growth | +1.06% | -- | -- |
| Mahindra Manulife Manufacturing Fund Regular Growth | +11.14% | -- | -- |
| WhiteOak Capital Quality Equity Fund Regular Growth | -3.75% | -- | -- |
Results are calculated on CAGR basis
To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies engaged in the manufacturing activity. However, there can be no assurance that the investment objective of the scheme will be realized.
The Motilal Oswal Manufacturing Fund Regular Growth has an AUM of 678.77 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 3.34%. The minimum investment in Motilal Oswal Manufacturing Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Low respectively.
The fund has a present cash holding of %. The top holdings of the fund include Solar Industries India, Sun Pharmaceutical Industries, Samvardhana Motherson International, Lupin.
The major sectors where the fund is invested are Biotechnology & Drugs, Chemical Manufacturing, Auto & Truck Parts, Misc. Capital Goods.
Some of the similar funds are Samco Active Momentum Fund Regular Growth, Invesco India Manufacturing Fund Regular Growth, Motilal Oswal Manufacturing Fund Regular Growth, Mahindra Manulife Manufacturing Fund Regular Growth, WhiteOak Capital Quality Equity Fund Regular Growth. Motilal Oswal Manufacturing Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
According to the morning star rating Motilal Oswal Manufacturing Fund Regular Growth has a Medium risk & Low return.
Motilal Oswal Manufacturing Fund Regular Growth is managed by Swapnil Mayekar,Ajay Khandelwal,Rakesh Shetty,Atul Mehra,Bhalchandra Shinde.
The expense ratio of Motilal Oswal Manufacturing Fund Regular Growth is 3.34%.
The 5 year annualized return on Motilal Oswal Manufacturing Fund Regular Growth is 0.00% & it has generated -0.52% in the last 1 year.
The minimum investment in Motilal Oswal Manufacturing Fund Regular Growth is 500 Rs.
Motilal Oswal Manufacturing Fund Regular Growth has an AUM of 678.77 crores.
Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.