Jun 28, 2024
The scheme is to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Motilal Oswal Focused Fund (G) | 6.63 | 16.38 | 28.74 | 12.83 |
| Benchmark - Nifty 50 TRI | 5.21 | 11.05 | 28.12 | 16.32 |
| Category Average - BEST EQUITY PERFORMERS | 6.06 | 17.9 | 39.11 | 18.73 |
| Category Rank | 5/7 | 9/7 | 9/7 | 9/7 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| JM Focused Fund (IDCW) | 19.9096 | 0.59 | 48.27 | 23.54 | 16.85 | 111.76 | 0.00 | 1,000.00 | invest |
| JM Focused Fund (G) | 19.9104 | 0.59 | 48.27 | 23.54 | 16.85 | 111.76 | 0.00 | 1,000.00 | invest |
| ITI Focused Equity Fund - Regular (G) | 14.3913 | 0.40 | 43.50 | 0.00 | 0.00 | 401.92 | 2.34 | 5,000.00 | invest |
| ITI Focused Equity Fund - Regular (IDCW) | 14.3913 | 0.40 | 43.50 | 0.00 | 0.00 | 401.92 | 2.34 | 5,000.00 | invest |
| Franklin India Focused Equity Fund (IDCW) | 41.1304 | -0.65 | 38.93 | 21.30 | 19.75 | 11,442.54 | 0.00 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-Samvardh. Mothe. | May 31, 2024 | 185.28 | 10.02 | 5.00 |
|
| Equity-ZF Commercial | May 31, 2024 | 177.54 | 9.61 | 40.69 |
|
| Equity-FSN E-Commerce | May 31, 2024 | 161.59 | 8.74 | -5.35 |
|
| Equity-Star Health Insu | May 31, 2024 | 161.03 | 8.71 | -5.25 |
|
| Equity-Religare Enterp. | May 31, 2024 | 138.67 | 7.50 | -1.35 |
|
| Equity-Dreamfolks Servi | May 31, 2024 | 112.09 | 6.06 | 1.69 |
|
| Equity-L&T Technology | May 31, 2024 | 105.26 | 5.70 | -5.06 |
|
| Equity-Bharti Airtel | May 31, 2024 | 102.96 | 5.57 | 1.12 |
|
| Equity-Piramal Enterp. | May 31, 2024 | 87.43 | 4.73 | 5.06 |
|
| Equity-Larsen & Toubro | May 31, 2024 | 77.06 | 4.17 | 2.09 |
|
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Motilal Oswal Mutual Fund has filed an application with SEBI to launch a ne...
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| AMC Name | : | Motilal Oswal Mutual Fund |
| Fund Name | : | Motilal Oswal Focused Fund (G) |
| Contact Persone | : | Santosh Singh |
| Registered Address | : | Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi mumbai 4000 |
| Telephone No | : | 022-39804263 |
| Fax No. | : | 022-30896884 |
| : | mfservice:motilaloswal.com | |
| Website | : | www.motilaloswalmf.com |
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