- 1M
- 3M
- 6M
- 1YR
- 3YR
- 5YR
- 10YR
- Since Inception
Fund Information
-
1,306.57 Cr.
-
Growth
-
2.18%
-
Equity- Focused Fund
-
NIFTY 500 TRI
-
05 May 2013
-
Motilal Oswal Mutual Funds know more
Fund Managed By
Riskometer
Investors understand that their
principal
will be at Very High risk
Return Comparison
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Category Best | 9.28% | -1.78% | -3.50% | 13.92% | 35.64% | 21.90% | 33.07% | 14.74% |
| Category Average | 5.62% | -7.59% | -10.56% | 4.83% | 21.41% | 13.01% | 25.28% | 12.26% |
| Motilal Oswal Focused 25 Fund | 7.98% | -15.62% | -24.24% | -10.08% | 9.90% | 6.45% | 16.86% | 8.85% |
| HDFC Focused 30 Fund | 5.62% | -1.78% | -3.50% | 13.92% | 27.12% | 21.90% | 33.07% | 13.82% |
| ICICI Prudential Focused Equity Fund | 7.37% | -2.98% | -7.50% | 10.54% | 27.79% | 18.96% | 30.42% | 13.41% |
| Invesco India Focused 20 Equity Fund | 4.67% | -10.89% | -8.71% | 11.46% | 35.64% | 18.71% | - | - |
| Mahindra Manulife Focused Fund | 5.82% | -3.12% | -9.75% | 5.45% | 25.45% | 17.28% | - | - |
| JM Core 11 Fund | 6.33% | -11.21% | -12.34% | 2.63% | 24.95% | 16.37% | 24.41% | 11.98% |
Fund Portfolio Details
Equity 87.76%
Debt 0.00%
Others 12.23%
Top Equity Holdings
| Name of the Equity | Holding Percentage |
|---|---|
| RELIGARE ENTERPRISES LTD. | 9.77% |
| PIRAMAL ENTERPRISES LTD. | 8.68% |
| ZF Commercial Vehicle Control Systems India Ltd | 6.75% |
| L&T Technology Services Ltd | 5.62% |
| One 97 Communications Ltd | 5.37% |
| Others | 63.81% |
Allocation by Sector
| Name of the Sector | Holding Percentage |
|---|---|
| Financial Services | 40.38% |
| Financial | 19.74% |
| N/A | 12.24% |
| Automobile and Auto Components | 11.86% |
| Capital Goods | 10.62% |
| Others | 5.16% |
Portfolio Holdings shown is as of 28 Feb 2025