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Motilal Oswal Focused Fund(IDCW)
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Key Metrics
| 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 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| — |
About Focused Fund
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.
Peers & Comparison
EquityFocused Fund
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% |
Price Comparison
Compare Motilal Oswal Focused Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- ZF Commercial Vehicle Control Systems India Ltd3M change : 1.23 %
Holdings
10.22 %
1.23 % - Religare Enterprises Ltd3M change : 0.46 %
Holdings
9.77 %
0.46 % - Fsn E-Commerce Ventures Ltd3M change : 0.67 %
Holdings
9.73 %
0.67 %
AMC Profile
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.
Fund Manager Profile
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)
Tax Implications
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Investment frequency
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Opinions and Fund Reviews
Mutual Fund Review - Motilal Oswal Focused 25 Fund - Siddharth Bothra | Mutual Fund Watch
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4 years ago•Banking Mastery
Sidharth Bhotra fund manager of motilal oswal focused 25 fund says fund is well for market condition
4 years ago•Invest Empires
Motilal Oswal Focused 25 Fund Review For 2020 | Best Large Cap Fund For 2020 !
4 years ago•Banking Mastery
Top Best 4 Large cap For 2018 | After Re-categorization
6 years ago•Fund Guruji
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%