Motilal Oswal Focused Regular Payout of Income Distribution cum capital withdrawal
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
-7.7% 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 Regular Payout of Income Distribution cum capital withdrawal
Benchmark Index
Benchmark Performance Comparison
Motilal Oswal Focused 25 Fund
NIFTY 50
Risk Profile
Standard Deviation25.9%
Sharpe Ratio-0.32
Beta1.46
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Religare Enterprises LtdFinancial Services8.07%
Piramal Enterprises LtdFinancial Services7.46%
ZF Commercial Vehicle Control Systems India LtdConsumers6.27%
Bharat Dynamics Ltd Ordinary SharesCapital Goods5.87%
One97 Communications LtdTechnology5.80%
OneSource Specialty Pharma LtdServices4.48%
Radico Khaitan LtdConsumers4.41%
Multi Commodity Exchange of India LtdFinancial Services4.07%
Suzlon Energy LtdCapital Goods4.04%
Zen Technologies LtdCapital Goods3.80%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.14%
Regulatory & Tax Information
INF247L01171
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)