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Motilal Oswal Focused Reg IDCW-P

Motilal Oswal Focused Reg IDCW-P

1–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

Fund Performance

26.0% AnnuallyAlpha
+0.0% vs +0.0% benchmarkSince Inception
+0.0% vs +0.0% benchmark3Y Annualized
+0.0% vs +0.0% benchmark5Y Annualized
Motilal Oswal Focused Reg IDCW-P
Benchmark Index
Fund Performance

Benchmark Performance Comparison

Motilal Oswal Focused 25 Fund
NIFTY 50
Risk Profile

Risk Profile

Standard Deviation19.3%
Sharpe Ratio1.04
Beta0.96

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Services4.01%
Technology15.39%
Consumers17.35%
Capital Goods36.78%
Financial Services26.47%

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Triparty RepoUtilities4.85%
Net Receivables / (Payables)Utilities4.03%
ICICI Prudential Asset Management Co LtdFinancial Services3.86%
Sansera Engineering LtdConsumers3.81%
State Bank of IndiaFinancial Services3.71%
Coforge LtdTechnology3.71%
Syrma SGS Technology LtdTechnology3.67%
One97 Communications LtdTechnology3.53%
Shadowfax Technologies LtdCapital Goods3.53%
Eternal LtdConsumers3.53%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

RS

Rakesh Shetty

Mr. Rakesh Shetty has experience of 4 years. Manages 297 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹10,161 Cr

Team

65 years

Combined Team Experience

AUM

₹ 19,743 Cr

Assets Under Management

SM
Swapnil Mayekar
Co-Portfolio Manager

Mr. Swapnil Mayekar has experience of 22 years. Manages 237 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹9,582 Cr Holds a M.com degree.

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)2.82%

iconRegulatory & Tax Information

INF247L01171
verified
ISIN
DailyDealing Frequency
BSE 500 India TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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