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Compare Motilal Oswal Focused Fund vs JM Flexicap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 1.0 | 4.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.14 | 1.77 |
NAV | ₹43.03 | ₹98.70 |
Fund Started | 22 Apr 2013 | 31 Jul 2008 |
Fund Size | ₹1554.62 Cr | ₹5917.33 Cr |
Exit Load | Exit load of 1%, if redeemed within 365 days. | Exit load of 1%, if redeemed within 30 days. |
Risk
Very High
Very High
Rating
1.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.14
1.77
NAV
₹43.03
₹98.70
Fund Started
22 Apr 2013
31 Jul 2008
Fund Size
₹1554.62 Cr
₹5917.33 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 1%, if redeemed within 30 days.
Returns
1 Year | -5.66% | -3.46% |
3 Year | 13.73% | 28.29% |
5 Year | 14.72% | 27.00% |
1 Year
-5.66%
-3.46%
3 Year
13.73%
28.29%
5 Year
14.72%
27.00%
Holding Analysis
Equity | 98.32% | 96.31% |
Cash | 1.68% | 3.69% |
Equity
98.32%
96.31%
Cash
1.68%
3.69%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Piramal Enterprises Ltd. | 9.27% |
Religare Enterprises Ltd. | 8.43% |
Bharat Dynamics Ltd. | 7.46% |
ZF Commercial Vehicle Control Systems India Ltd. | 6.93% |
One97 Communications Ltd. | 5.63% |
Radico Khaitan Ltd. | 4.38% |
Suzlon Energy Ltd. | 4.29% |
Zen Technologies Ltd. | 4.13% |
Onesource Specialty Pharma Ltd. | 3.94% |
Inox Wind Ltd. | 3.91% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.13% |
Larsen & Toubro Ltd. | 5.13% |
HDFC Bank Ltd. | 4.35% |
Bharti Airtel Ltd. | 4.08% |
Tech Mahindra Ltd. | 3.72% |
Godfrey Phillips India Ltd. | 3.70% |
Maruti Suzuki India Ltd. | 3.57% |
Infosys Ltd. | 3.11% |
Adani Ports and Special Economic Zone Ltd. | 2.66% |
Bharat Heavy Electricals Ltd. | 2.49% |
Fund Manager
Name | Ajay Khandelwal | Satish Ramanathan |
Start Date | 16 Dec 2021 | 01 Oct 2024 |
Name
Ajay Khandelwal
Satish Ramanathan
Start Date
16 Dec 2021
01 Oct 2024
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 which aims to provide capital appreciation by investing primarily in equity and equity related securities of various market depending upon valuation discount or premium amongst Large / Mid & Small cap stocks, the fund will keep varying the weights to capture the value while keeping an optimum Risk / Return profile. |
Launch Date | 22 Apr 2013 | 31 Jul 2008 |
Description
The Scheme seeks to achieve long term capital appreciation by investing in upto 30 companies with focus in multi cap space.
The scheme which aims to provide capital appreciation by investing primarily in equity and equity related securities of various market depending upon valuation discount or premium amongst Large / Mid & Small cap stocks, the fund will keep varying the weights to capture the value while keeping an optimum Risk / Return profile.
Launch Date
22 Apr 2013
31 Jul 2008