22.36
NAV (Mar 28,2024)

The Motilal Oswal Focused Fund - IDCW - Direct Plan is a mutual fund scheme offered by Motilal Oswal Asset Management Company. With an expense ratio of 0.94, this fund primarily focuses on investing in a concentrated portfolio of stocks. As of the latest available data, the fund has an established date of May 13, 2013, and holds assets under management worth ₹1784.19 crores. The minimum investment required to invest in this fund is ₹500, and there is no lock-in period. The fund has a Price to Earnings (PE) ratio of 44.92 and a Price to Book (PB) ratio of 8.87.

Motilal Oswal Focused Fund Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Motilal Oswal Focused Fund Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    44.92
  • P/B Ratio
    UM_URBAN_MONEY

    8.87
  • Alpha
    UM_URBAN_MONEY

    -0.01
  • Beta
    UM_URBAN_MONEY

    0.90
  • Sharpe
    UM_URBAN_MONEY

    0.13
  • Sortino
    UM_URBAN_MONEY

    0.22

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.94%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

1784.19 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Mar 29, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,377.91 (3.78%)11,216.2 (12.16%)13,419.28 (34.19%)14,384.89 (43.85%)20,291.46 (102.91%)
31,133.73 (3.78%)33,648.6 (12.16%)40,257.84 (34.19%)43,154.67 (43.85%)60,874.38 (102.91%)
51,889.55 (3.78%)56,081 (12.16%)67,096.4 (34.19%)71,924.45 (43.85%)1,01,457.3 (102.91%)
83,023.28 (3.78%)89,729.6 (12.16%)1,07,354.24 (34.19%)1,15,079.12 (43.85%)1,62,331.68 (102.91%)
1,03,779.1 (3.78%)1,12,162 (12.16%)1,34,192.8 (34.19%)1,43,848.9 (43.85%)2,02,914.6 (102.91%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Samvardhana Motherson International Limited7.63%
  • Star Health And Allied Insurance Company Limited6.30%
  • BSE Limited6.21%
  • FSN E Commerce Ventures Limited5.87%
  • ABB India Limited5.36%
  • L&T Technology Services Limited5.28%
  • Sun Pharmaceutical Industries Limited4.94%
  • HDFC Bank Limited4.79%
  • LTIMindtree Limited4.59%
  • Avenue Supermarts Limited4.52%
  • Bharti Airtel Limited4.34%
  • ICICI Bank Limited4.17%
  • Larsen & Toubro Limited4.15%
  • IndusInd Bank Limited3.51%
  • Piramal Enterprises Limited3.39%
  • HDFC Life Insurance Company Limited3.20%
  • Dreamfolks Services Limited3.20%
  • Hindustan Aeronautics Limited3.14%
  • Reliance Industries Limited2.55%
  • Religare Enterprises Limited2.42%
  • Net Receivables Payables2.33%
  • KFin Technologies Limited2.27%
  • Zomato Limited1.91%
  • Fino Payments Bank Limited1.88%
  • One Communications Limited1.57%
  • ZF Commercial Vehicle Control Systems India Limited0.47%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Invesco India Focused Fund - Regular Plan - GrowthInvesco India Focused Fund - Regular Plan - Growth

EQUITY

Very High

31.03%

Mahindra Manulife Focused Fund - Regular Plan - GrowthMahindra Manulife Focused Fund - Regular Plan - Growth

EQUITY

Very High

24.83%

Franklin India Focused Equity Fund - GrowthFranklin India Focused Equity Fund - Growth

EQUITY

Very High

17.00%

Edelweiss Focused Fund - Regular Plan - GrowthEdelweiss Focused Fund - Regular Plan - Growth

EQUITY

Very High

16.98%

Aditya Birla Sun Life Focused Fund - GrowthAditya Birla Sun Life Focused Fund - Growth

EQUITY

Very High

13.73%

Canara Robeco Focused Equity Fund - Regular Plan - GrowthCanara Robeco Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

13.17%

DSP Focus Fund - Regular Plan - GrowthDSP Focus Fund - Regular Plan - Growth

EQUITY

Very High

12.58%

SBI Focused Equity Fund - Regular Plan - GrowthSBI Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

11.61%

Sundaram Focused Fund - GrowthSundaram Focused Fund - Growth

EQUITY

Very High

10.78%

Mirae Asset Focused Fund - Regular Plan - GrowthMirae Asset Focused Fund - Regular Plan - Growth

EQUITY

Very High

8.48%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Franklin India Focused Equity Fund - GrowthFranklin India Focused Equity Fund - Growth

EQUITY

Very High

41.21%

Axis Focused 25 Fund - Regular Plan - GrowthAxis Focused 25 Fund - Regular Plan - Growth

EQUITY

Very High

35.91%

HSBC Focused Fund - Regular Plan - GrowthHSBC Focused Fund - Regular Plan - Growth

EQUITY

Very High

35.63%

SBI Focused Equity Fund - Regular Plan - GrowthSBI Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

34.43%

360 ONE Focused Equity Fund - Regular Plan - Growth360 ONE Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

32.20%

Baroda BNP Paribas Focused Fund - Regular Plan - GrowthBaroda BNP Paribas Focused Fund - Regular Plan - Growth

EQUITY

Very High

30.61%

Nippon India Focused Equity Fund - GrowthNippon India Focused Equity Fund - Growth

EQUITY

Very High

30.35%

Aditya Birla Sun Life Focused Fund - GrowthAditya Birla Sun Life Focused Fund - Growth

EQUITY

Very High

28.58%

Union Focused Fund - Regular Plan - GrowthUnion Focused Fund - Regular Plan - Growth

EQUITY

Very High

24.79%

L&T Focused Equity Fund - Regular Plan - GrowthL&T Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

-1.70%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Focused 30 Fund - GrowthHDFC Focused 30 Fund - Growth

EQUITY

Very High

27.14%

Invesco India Focused Fund - Regular Plan - GrowthInvesco India Focused Fund - Regular Plan - Growth

EQUITY

Very High

22.47%

Franklin India Focused Equity Fund - GrowthFranklin India Focused Equity Fund - Growth

EQUITY

Very High

21.62%

360 ONE Focused Equity Fund - Regular Plan - Growth360 ONE Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

19.04%

JM Focused Fund - Regular Plan - GrowthJM Focused Fund - Regular Plan - Growth

EQUITY

Very High

18.74%

HSBC Focused Fund - Regular Plan - GrowthHSBC Focused Fund - Regular Plan - Growth

EQUITY

Very High

18.01%

Aditya Birla Sun Life Focused Fund - GrowthAditya Birla Sun Life Focused Fund - Growth

EQUITY

Very High

16.01%

Union Focused Fund - Regular Plan - GrowthUnion Focused Fund - Regular Plan - Growth

EQUITY

Very High

15.82%

Baroda BNP Paribas Focused Fund - Regular Plan - GrowthBaroda BNP Paribas Focused Fund - Regular Plan - Growth

EQUITY

Very High

15.33%

Axis Focused 25 Fund - Regular Plan - GrowthAxis Focused 25 Fund - Regular Plan - Growth

EQUITY

Very High

9.30%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

360 ONE Focused Equity Fund - Regular Plan - Growth360 ONE Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

22.88%

HDFC Focused 30 Fund - GrowthHDFC Focused 30 Fund - Growth

EQUITY

Very High

19.79%

ICICI Prudential Focused Equity Fund - GrowthICICI Prudential Focused Equity Fund - Growth

EQUITY

Very High

19.60%

Franklin India Focused Equity Fund - GrowthFranklin India Focused Equity Fund - Growth

EQUITY

Very High

18.07%

Baroda BNP Paribas Focused Fund - Regular Plan - GrowthBaroda BNP Paribas Focused Fund - Regular Plan - Growth

EQUITY

Very High

16.13%

Aditya Birla Sun Life Focused Fund - GrowthAditya Birla Sun Life Focused Fund - Growth

EQUITY

Very High

16.06%

JM Focused Fund - Regular Plan - GrowthJM Focused Fund - Regular Plan - Growth

EQUITY

Very High

15.53%

Bandhan Focused Equity Fund - Regular Plan - GrowthBandhan Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

14.73%

LIC MF Focused 30 Equity Fund - Regular Plan - GrowthLIC MF Focused 30 Equity Fund - Regular Plan - Growth

EQUITY

Very High

14.29%

Axis Focused 25 Fund - Regular Plan - GrowthAxis Focused 25 Fund - Regular Plan - Growth

EQUITY

Very High

12.69%

Fund Managers

SS

Mr. Santosh SinghFund Manager

RS

Mr. Rakesh ShettyFund Manager / Dealer

Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

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