INF247L01155

CASPeR Ranking #126

Motilal Oswal Focused Regular Growth

Very High Risk Focused Fund Equity

NAV (Mon Oct 21 2024)

₹48

Returns (Since Inception)

12.25%

Category Average

15.45%

Rating

3

Allocation and Holdings

Asset class

Weightage

Financial Services

33.62%

Consumer Cyclical

27.84%

Technology

6.43%

Industrials

5.39%

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Overall rating

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Scheme Information

Fund name

Motilal Oswal Focused Regular Growth


Minimum SIP

500


Risk Level

Very High Risk


AUM

₹2130.38 Cr


ISIN

INF247L01155


Inception Date

May 07 2013


Standard Deviation

12.863


Beta

0.86


Sharpe Ratio

0.68


Benchmark

IISL Nifty 500 TR INR


Expense Ratio

2.030%


Exit Load

1% - If redeemed on or before 1 year from the date of allotment. Nil - If redeemed after 1 year from the date of allotment.

Risk

Very High Risk

Investment Objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 30 companies with focus in multi cap space. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Fund Managers

Abhiroop Mukherjee

Siddharth Bothra

About the AMC

Motilal Oswal Asset Management Company Limited - Portfolio Managers


Phone Number

+91 22 39804263


Corporate Office Address

Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,

Overall AUM

₹2130.38 Cr


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