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Compare JM Focused Fund vs Motilal Oswal Flexi Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 2.38 | 1.7 |
NAV | ₹20.22 | ₹61.47 |
Fund Started | 14 Jan 2008 | 07 Apr 2014 |
Fund Size | ₹309.55 Cr | ₹14319.21 Cr |
Exit Load | Exit load of 1%, if redeemed within 30 days. | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.38
1.7
NAV
₹20.22
₹61.47
Fund Started
14 Jan 2008
07 Apr 2014
Fund Size
₹309.55 Cr
₹14319.21 Cr
Exit Load
Exit load of 1%, if redeemed within 30 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | -2.22% | -2.35% |
3 Year | 16.84% | 20.76% |
5 Year | 16.34% | 16.62% |
1 Year
-2.22%
-2.35%
3 Year
16.84%
20.76%
5 Year
16.34%
16.62%
Holding Analysis
Equity | 98.91% | 89.28% |
Cash | 1.09% | 10.72% |
Equity
98.91%
89.28%
Cash
1.09%
10.72%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
One97 Communications Ltd. | 5.47% |
Larsen & Toubro Ltd. | 5.01% |
Amber Enterprises India Ltd. | 4.95% |
Eicher Motors Ltd. | 4.75% |
Maruti Suzuki India Ltd. | 4.71% |
Titan Company Ltd. | 4.55% |
Ujjivan Small Finance Bank Ltd. | 4.40% |
Bajaj Finance Ltd. | 4.28% |
HDFC Bank Ltd. | 4.27% |
Bharti Airtel Ltd. | 4.05% |
Name | Assets |
|---|---|
Persistent Systems Ltd. | 10.06% |
Eternal Ltd. | 8.88% |
Dixon Technologies (India) Ltd. | 8.66% |
Coforge Ltd. | 8.52% |
Kalyan Jewellers India Ltd. | 8.36% |
Polycab India Ltd. | 8.29% |
Trent Ltd. | 7.38% |
Cholamandalam Investment and Finance Company Ltd. | 6.96% |
CG Power and Industrial Solutions Ltd. | 6.17% |
Siemens Energy India Ltd. | 4.45% |
Fund Manager
Name | Satish Ramanathan | Ajay Khandelwal |
Start Date | 01 Oct 2024 | 25 Jul 2025 |
Name
Satish Ramanathan
Ajay Khandelwal
Start Date
01 Oct 2024
25 Jul 2025
About Fund
Description | The scheme seeks to generate long-term capital appreciation/income by investing in equity and equity related instruments across market capitalization of up to 30 companies. | The scheme seeks to achieve long term capital appreciation by primarily investing in equity & equity related instruments across sectors and market-capitalization levels. |
Launch Date | 14 Jan 2008 | 07 Apr 2014 |
Description
The scheme seeks to generate long-term capital appreciation/income by investing in equity and equity related instruments across market capitalization of up to 30 companies.
The scheme seeks to achieve long term capital appreciation by primarily investing in equity & equity related instruments across sectors and market-capitalization levels.
Launch Date
14 Jan 2008
07 Apr 2014