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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.90 | 44.84 | 1.47 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.41 | 48.44 | 1.86 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Motilal Oswal Focused Fund | 28.19% | 12.04% | 15.88% |
SBI Focused Equity Fund | 26.61% | 10.23% | 16.37% |
HDFC Focused 30 Fund | 42.70% | 24.79% | 16.61% |
Axis Focused Fund | 27.77% | 4.38% | 14.97% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
10.22 %
Holdings
9.77 %
Holdings
9.73 %
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).
No.of Schemes
37
Total AUM
₹ 77,333.80 Cr.
Santosh Singh
AUM: ₹37,765.34 Cr.
|
Exp: —
Ajay Khandelwal
AUM: ₹54,784.64 Cr.
|
Exp: 10yrs
Atul Mehra
AUM: ₹31,741.13 Cr.
|
Exp: 15yrs
Rakesh Shetty
AUM: ₹64,404.24 Cr.
|
Exp: 13yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%