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Motilal Oswal Focused

Motilal Oswal Focused

1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Motilal Oswal Focused Growth invests in high-quality Indian companies with strong fundamentals.

Performance and Risk Analysis

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

Risk Profile

Risk Profile

Standard Deviation19.1%
Maximum Drawdown-30.8% | Oct 2024
Sharpe Ratio1.06
Beta0.95
Upside Capture110%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Strategy Details

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

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Services5.73%
Consumers17.56%
Financial Services24.48%
Capital Goods32.52%
Technology16.68%
Energy & Infra3.02%

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

Lead Portfolio Manager

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

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.

Team

65 years

Combined Team Experience

AUM

₹ 19,743 Cr

Assets Under Management

Firm OverviewFirm Overview

AMCMotilal Oswal Asset Management Company Limited - Portfolio Managers

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%
Exit Load1%

iconRegulatory & Tax Information

INF247L01155
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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