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Motilal Oswal Innovation Opps  IDCW-P

Motilal Oswal Innovation Opps 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.

Risk Profile

Risk Profile

Standard Deviation23.8%
Sharpe Ratio0.41

Strategy Details

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

Portfolio Holdings Overview

Portfolio Holdings Overview

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Triparty RepoUtilities5.38%
Coforge LtdTechnology4.76%
Esds Software Solution LtdTechnology4.58%
RBL Bank LtdFinancial Services4.15%
InterGlobe Aviation LtdCapital Goods4.08%
CG Power & Industrial Solutions LtdCapital Goods4.02%
Syrma SGS Technology LtdTechnology3.98%
Allied Blenders and Distillers LtdConsumers3.52%
Max Healthcare Institute Ltd Ordinary SharesServices3.49%
Emmvee Photovoltaic Power LtdTechnology3.35%

Fund House Management

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

Fund Manager Track Record

Fund Manager Track Record

SM

Swapnil Mayekar

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

52 years

Combined Team Experience

AUM

₹ 20,432 Cr

Assets Under Management

RS
Rakesh Shetty
Co-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

AM
Atul Mehra
Co-Portfolio Manager

Mr. Atul Mehra has experience of 8 years. Manages 60 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹689 Cr

Operational & Regulatory Details

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

iconCosts and Fees

Total Expense Ratio (TER)2.79%

iconRegulatory & Tax Information

INF247L01EN0
verified
ISIN
DailyDealing Frequency

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

STCG | <1Year 20%%

Tax Implications (India)
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