Share Fund
The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 30 companies with focus in multi cap space. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Suitability
This product is suitable for investors who are seeking
• return by investing in upto 25 companies with long term sustainable competitive advantage and growth potential
• investment in Equity and equity related instruments subject to overall limit of 25 companies
Scheme Class | Equity |
Scheme Category | Focused Fund |
Expense Ratio | 0.9% |
Min subscription | ₹ 500 |
Scheme Type | Open-ended |
Scheme AUM (in Crs.) | ₹ 2,075 |
AMC AUM (in Crs.) | ₹ 19,090 |
Min Addition Subscription | ₹ 500 |
Benchmark Type | S&P BSE 500 India TR INR |
Exit Load | Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years. |
Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
---|---|---|---|
Bandhan Focused Equity Fund - Direct Plan | 1000 | 1000 | 14.95% |
Axis Focused Fund - Direct Plan | 100 | 100 | 5.43% |
Motilal Oswal Focused Fund - Direct Plan | 1000 | 1000 | 7.19% |
Company | Holding Type | Asset(%) |
---|---|---|
Religare Enterprises Ltd | Equity | 9 |
FSN E-Commerce Ventures Ltd | Equity | 9 |
Star Health and Allied Insurance Co Ltd | Equity | 9 |
ZF Commercial Vehicle Control Systems India Ltd | Equity | 9 |
Samvardhana Motherson International Ltd | Equity | 9 |
Piramal Enterprises Ltd | Equity | 8 |
L&T Technology Services Ltd | Equity | 6 |
Dreamfolks Services Ltd | Equity | 6 |
HDFC Life Insurance Company Limited | Equity | 3 |
Infosys Ltd | Equity | 3 |
Asset | Percent |
---|---|
Equity | 99 |
Cash | 1 |
Sector | Percent |
---|---|
Financial Services | 36 |
Consumer Cyclical | 32 |
Industrials | 14 |
Technology | 12 |
Healthcare | 2 |
Fund Manager
Santosh Singh
1+ years of experience
Rakesh Shetty
1+ years of experience
0+ years of experience
About
mfservice@motilaloswal.com
Phone
8108622222
Address
Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,, Mumbai - 400 025