INF247L01155

CASPeR Ranking #131

Motilal Oswal Focused Regular Growth

Very High Risk Focused Fund Equity

NAV (Fri Jul 12 2024)

₹47

Returns (Since Inception)

14.24%

Category Average

19.93%

Rating

3

Allocation and Holdings

Asset class

Weightage

Financial Services

28.20%

Consumer Cyclical

27.00%

Technology

6.87%

Industrials

9.73%

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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

₹1848.27 Cr


ISIN

INF247L01155


Inception Date

Jan 01 1970


Standard Deviation

12.921


Beta

0.86


Sharpe Ratio

0.598


Benchmark

IISL Nifty 500 TR INR


Expense Ratio

2.060%

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 Co. Ltd


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

₹1848.27 Cr


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frequently asked questions

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What is the current NAV of Motilal Oswal Focused Regular Growth?

The NAV of Motilal Oswal Focused Regular Growth is ₹47 as of Fri Jul 12 2024.

Net asset value, or NAV for short, is a mutual fund's cost per unit. Consider it the share price of a stock, but one that represents the total worth of all the investments made by the fund. This value affects how much you pay to invest or receive when redeeming units, and it changes every day based on changes in the market. Gaining insight into NAV enables you to evaluate a fund's performance and make wise investment choices.

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Who is the fund manager of Motilal Oswal Focused Regular Growth?

Abhiroop Mukherjee is the current fund manager of Motilal Oswal Focused Regular Growth as on Sun Jul 14 2024. A fund manager's performance history, investment style and strategy, approach to risk management, tenure and experience, fees and charges, and alignment with investor goals all have an impact on the fund performance.

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What is the expense ratio of Motilal Oswal Focused Regular Growth?

The Expense Ratio of Motilal Oswal Focused Regular Growth is 206.00% as of Sun Jul 14 2024 which means if you earn ₹50,000 worth returns on an investment in this fund then 206.00% of those returns will be retained by the AMC.

The annual fees you pay the mutual fund firm to manage your investments in that fund are known as the Expense Ratio. The Expense Ratio is deducted from the returns that the fund generates and expressed as a percentage of Assets Under Management (AUM).

Because a smaller portion of the gains will be retained, a fund with a lower expense ratio is always preferable because it will result in larger returns for you.

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What is the minimum SIP amount of Motilal Oswal Focused Regular Growth?

The minimum Systematic Investment Plan (SIP) amount required for Motilal Oswal Focused Regular Growth is ₹500. A Systematic Investment Plan (SIP) is an investment approach in mutual funds where an investor selects a mutual fund scheme and invests a fixed amount at regular intervals. The SIP investment strategy involves investing a small amount consistently over time, as opposed to investing a large sum in a single instance. This method aims to potentially yield higher returns over the long term by leveraging the benefits of rupee cost averaging and compounding.

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What is the minimum lump sum amount required to invest in Motilal Oswal Focused Regular Growth?

To initiate a lump sum investment in Motilal Oswal Focused Regular Growth, a minimum initial amount of ₹500 is necessary. This means that to participate in this investment option, investors must commit a starting sum of at least INR 5000. A lumpsum investment is a common approach to investing money in financial instruments such as mutual funds. This method involves investing a substantial sum of money in a financial instrument in a single transaction, as opposed to making multiple smaller payments over time.

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What is risk category of the Motilal Oswal Focused Regular Growth?

In accordance with SEBI regulations, mutual funds are required to disclose the risk associated with investing, categorized into five levels: (a) Low: Low risk to principal, (b) Moderately Low: Moderately low risk to principal, (c) Moderate: Moderate risk to principal, (d) Moderately High: Moderately high risk to principal, (e) High: High risk to principal. The risk category of Motilal Oswal Focused Regular Growth is classified as Very High Risk.

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What is the category of Motilal Oswal Focused Regular Growth?

The category of the Motilal Oswal Focused Regular Growth is Equity.

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