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Motilal Oswal Focused Fund(IDCW)

IDCW
24.700.24% (+0.06)

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Motilal Oswal Focused Fund(IDCW)

IDCW
EquityFocused Fund
Mid-size FundAssets Under Mgmt: ₹ 1,865 Cr
Very High RiskPrinciple investment will be at very high risk
24.700.24% (+0.06)

Price Chart

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Returns
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1M
6M
1Y
3Y
5Y
Max
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EquityFocused Fund
Mid-size FundAssets Under Mgmt: ₹ 1,865 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.9443.520.70
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4245.471.07

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
1% on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
NIFTY 500 - TRI

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

Comparing 3 mutual funds from 
EquityFocused Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Motilal Oswal Focused Fund(IDCW)6.79%4.87%8.07%
SBI Focused Equity Fund(IDCW-Payout)18.83%10.60%13.44%
HDFC Focused 30 Fund(IDCW)16.39%15.13%5.02%
Axis Focused Fund(IDCW)6.39%-3.39%10.08%

Price Comparison

Compare Motilal Oswal Focused Fund(IDCW) with any MF, ETF, stock or index
Compare Motilal Oswal Focused Fund(IDCW) with any MF, ETF, stock or index
Motilal Oswal Focused Fund(IDCW)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity1.03%98.97%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

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Sector Distribution

+8 moreInvestment Banking & BrokerageInsuranceIT Services & ConsultingOthersAuto Parts34.97 %10.24 %10.94 %11.13 %15.15 %17.57 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 245.22%8.10%15.72%18.00%19.05%17.57%
Auto Parts as a % of total holdings for last six quarters
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Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Religare Enterprises Ltd
    RELIGARE
    3M change : 0.28 %

    Holdings

    10.24 %

    0.28 %
  • L&T Technology Services Ltd
    LTTS
    3M change : 2.47 %

    Holdings

    10.04 %

    2.47 %
  • Fsn E-Commerce Ventures Ltd
    NYKAA
    3M change : 0.88 %

    Holdings

    9.77 %

    0.88 %

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

    43

  • Total AUM

    ₹ 83,505.23 Cr.

Fund Manager Profile

Santosh Singh

AUM:  ₹41,072.13 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Ajay Khandelwal

AUM:  ₹59,051.86 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Atul Mehra

AUM:  ₹33,518.16 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 15yrs

Rakesh Shetty

AUM:  ₹68,652.70 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13yrs

Manager Performance (0)

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Tax Implications

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%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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