Products
Platform
Research
Market
Learn
Compare Motilal Oswal Focused Fund vs Invesco India Focused Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 1.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.14 | 1.86 |
NAV | ₹42.36 | ₹28.37 |
Fund Started | 22 Apr 2013 | 09 Sep 2020 |
Fund Size | ₹1530.54 Cr | ₹4145.46 Cr |
Exit Load | Exit load of 1%, if redeemed within 365 days. | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
Risk
Very High
Very High
Rating
1.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.14
1.86
NAV
₹42.36
₹28.37
Fund Started
22 Apr 2013
09 Sep 2020
Fund Size
₹1530.54 Cr
₹4145.46 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Returns
1 Year | -16.38% | 1.90% |
3 Year | 8.03% | 23.87% |
5 Year | 12.71% | - |
1 Year
-16.38%
1.90%
3 Year
8.03%
23.87%
5 Year
12.71%
-
Holding Analysis
Equity | 93.11% | 97.22% |
Cash | 6.89% | 2.78% |
Equity
93.11%
97.22%
Cash
6.89%
2.78%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Religare Enterprises Ltd. | 10.00% |
Piramal Enterprises Ltd. | 8.33% |
One97 Communications Ltd. | 6.99% |
ZF Commercial Vehicle Control Systems India Ltd. | 6.31% |
Radico Khaitan Ltd. | 4.35% |
Onesource Specialty Pharma Ltd. | 4.11% |
Bharat Dynamics Ltd. | 3.94% |
Suzlon Energy Ltd. | 3.75% |
Waaree Energies Ltd. | 3.69% |
Multi Commodity Exchange Of India Ltd. | 3.58% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.31% |
ICICI Bank Ltd. | 9.21% |
Eternal Ltd. | 6.41% |
Interglobe Aviation Ltd. | 6.40% |
Hitachi Energy India Ltd. | 6.17% |
Larsen & Toubro Ltd. | 6.13% |
Dixon Technologies (India) Ltd. | 5.03% |
Persistent Systems Ltd. | 5.00% |
Hindustan Aeronautics Ltd. | 4.55% |
Global Health Ltd. | 4.27% |
Fund Manager
Name | Ajay Khandelwal | Hiten Jain |
Start Date | 16 Dec 2021 | 01 Dec 2023 |
Name
Ajay Khandelwal
Hiten Jain
Start Date
16 Dec 2021
01 Dec 2023
About Fund
Description | The Scheme seeks to achieve long term capital appreciation by investing in upto 30 companies with focus in multi cap space. | The scheme seeks to generate capital appreciation by investing in upto 20 stocks across market capitalization. |
Launch Date | 22 Apr 2013 | 09 Sep 2020 |
Description
The Scheme seeks to achieve long term capital appreciation by investing in upto 30 companies with focus in multi cap space.
The scheme seeks to generate capital appreciation by investing in upto 20 stocks across market capitalization.
Launch Date
22 Apr 2013
09 Sep 2020
