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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.92 | 43.42 | 0.96 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 49.21 | 1.56 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
— |
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(IDCW) | 11.16% | 5.01% | 8.32% |
SBI Focused Equity Fund(IDCW-Payout) | 22.65% | 10.27% | 13.55% |
HDFC Focused 30 Fund(IDCW) | 25.44% | 16.26% | 5.19% |
Axis Focused Fund(IDCW) | 13.67% | -3.33% | 10.31% |
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
41
Total AUM
₹ 76,520.15 Cr.
Santosh Singh
AUM: ₹37,512.33 Cr.
|
Exp: —
Ajay Khandelwal
AUM: ₹53,988.73 Cr.
|
Exp: 10yrs
Atul Mehra
AUM: ₹31,201.17 Cr.
|
Exp: 15yrs
Rakesh Shetty
AUM: ₹63,590.60 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%