Motilal Oswal Focused Fund Regular Plan Growth

47.10
NAV (Jul 25,2024)

The Motilal Oswal Focused Fund - Regular Plan - Growth offers a great investment opportunity with a minimum investment of ₹500. Established on May 13, 2013, this fund has a scheme AUM of ₹1784.19 crore. With a low expense ratio of 2.07, this fund has a PE ratio of 44.92 and a PB ratio of 8.87, making it an attractive option for investors looking for growth.

Motilal Oswal Focused Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Motilal Oswal Focused Fund Regular Plan Growth 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

    0.21

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.07%

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 Jul 27, 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 %)

10,936.67 (9.37%)11,734.49 (17.34%)13,127.43 (31.27%)14,880.08 (48.80%)22,323.26 (123.23%)
32,810.01 (9.37%)35,203.47 (17.34%)39,382.29 (31.27%)44,640.24 (48.80%)66,969.78 (123.23%)
54,683.35 (9.37%)58,672.45 (17.34%)65,637.15 (31.27%)74,400.4 (48.80%)1,11,616.3 (123.23%)
87,493.36 (9.37%)93,875.92 (17.34%)1,05,019.44 (31.27%)1,19,040.64 (48.80%)1,78,586.08 (123.23%)
1,09,366.7 (9.37%)1,17,344.9 (17.34%)1,31,274.3 (31.27%)1,48,800.8 (48.80%)2,23,232.6 (123.23%)

Calculate Your Mutual Fund Returns

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

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

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)

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

EQUITY

Very High

23.79%

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

EQUITY

Very High

20.57%

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

EQUITY

Very High

19.40%

HDFC Focused 30 Fund - GrowthHDFC Focused 30 Fund - Growth

EQUITY

Very High

18.97%

Tata Focused Equity Fund - Regular Plan - GrowthTata Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

17.69%

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

EQUITY

Very High

15.08%

Kotak Focused Equity Fund - Regular Plan - GrowthKotak Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

13.47%

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

EQUITY

Very High

12.49%

UTI Focused Fund - Regular Plan - GrowthUTI Focused Fund - Regular Plan - Growth

EQUITY

Very High

11.89%

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

EQUITY

Very High

10.42%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

61.95%

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

EQUITY

Very High

41.55%

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

EQUITY

Very High

39.44%

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

EQUITY

Very High

37.33%

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

EQUITY

Very High

34.02%

Sundaram Focused Fund - GrowthSundaram Focused Fund - Growth

EQUITY

Very High

29.83%

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

EQUITY

Very High

29.04%

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

EQUITY

Very High

26.94%

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

EQUITY

Very High

22.81%

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

EQUITY

Very High

19.79%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

20.53%

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

EQUITY

Very High

20.10%

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

EQUITY

Very High

18.01%

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

EQUITY

Very High

17.55%

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%

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

EQUITY

Very High

14.84%

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

EQUITY

Very High

14.47%

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

EQUITY

Very High

7.47%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

24.49%

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

EQUITY

Very High

20.91%

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%

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

EQUITY

Very High

18.67%

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

EQUITY

Very High

18.35%

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%

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

EQUITY

Very High

14.04%

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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Compare with similar Funds

Motilal Oswal Focused Fund - Regular Plan - Growth

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Motilal Oswal Focused Fund - Regular Plan - Growth

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Motilal Oswal Focused Fund - Regular Plan - Growth

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Motilal Oswal Focused Fund - Regular Plan - Growth

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Motilal Oswal Focused Fund - Regular Plan - Growth

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Motilal Oswal Focused Fund - Regular Plan - Growth

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Motilal Oswal Focused Fund - Regular Plan - Growth

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Motilal Oswal Focused Fund - Regular Plan - Growth

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Motilal Oswal Focused Fund - Regular Plan - Growth

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Motilal Oswal Focused Fund - Regular Plan - Growth

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FAQ's

What is the risk level associated with the Motilal Oswal Focused Fund - Regular Plan - Growth?

The Motilal Oswal Focused Fund - Regular Plan - Growth is classified as a Very High risk mutual fund.

What is the current NAV (Net Asset Value) of the Motilal Oswal Focused Fund - Regular Plan - Growth as of Jul 25,2024?

The current NAV of the Motilal Oswal Focused Fund - Regular Plan - Growth as of Jul 25,2024 is INR 47.10.

What are the returns generated by the Motilal Oswal Focused Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The Motilal Oswal Focused Fund - Regular Plan - Growth has delivered strong returns of 27.90% in the past year, 10.92% over 3 years, and 14.77% over 5 years.

What is the expense ratio associated with the Motilal Oswal Focused Fund - Regular Plan - Growth?

The Motilal Oswal Focused Fund - Regular Plan - Growth has a 2.07% expense ratio.

What is the minimum investment amount required for the Motilal Oswal Focused Fund - Regular Plan - Growth?

The Motilal Oswal Focused Fund - Regular Plan - Growth has a minimum investment requirement of INR 500.

Is there a systematic investment plan (SIP) available for the Motilal Oswal Focused Fund - Regular Plan - Growth?

Yes, SIP is available for Motilal Oswal Focused Fund - Regular Plan - Growth with a minimum investment of INR 500 per month.

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