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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 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.14 | 1.81 |
NAV | ₹41.39 | ₹97.62 |
Fund Started | 22 Apr 2013 | 31 Jul 2008 |
Fund Size | ₹1503.81 Cr | ₹5338.35 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year. | Exit load of 1%, if redeemed within 30 days. |
Risk
Very High
Very High
Rating
1.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.14
1.81
NAV
₹41.39
₹97.62
Fund Started
22 Apr 2013
31 Jul 2008
Fund Size
₹1503.81 Cr
₹5338.35 Cr
Exit Load
Exit load of 1% if redeemed within 1 year.
Exit load of 1%, if redeemed within 30 days.
Returns
1 Year | 1.45% | 16.15% |
3 Year | 9.21% | 23.68% |
5 Year | 10.85% | 22.08% |
1 Year
1.45%
16.15%
3 Year
9.21%
23.68%
5 Year
10.85%
22.08%
Holding Analysis
Equity | 96.00% | 95.78% |
Cash | 4.00% | 4.22% |
Equity
96.00%
95.78%
Cash
4.00%
4.22%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Religare Enterprises Ltd. | 10.89% |
ZF Commercial Vehicle Control Systems India Ltd. | 10.02% |
Piramal Enterprises Ltd. | 9.21% |
One97 Communications Ltd. | 6.80% |
L&T Technology Services Ltd. | 6.55% |
Star Health and Allied Insurance Company Ltd. | 5.75% |
Dreamfolks Services Ltd. | 5.58% |
Samvardhana Motherson International Ltd. | 5.49% |
FSN E-Commerce Ventures Ltd. | 5.12% |
Zen Technologies Ltd. | 4.19% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.80% |
Infosys Ltd. | 4.66% |
ICICI Bank Ltd. | 4.14% |
State Bank of India | 3.76% |
Dr. Reddy's Laboratories Ltd. | 3.44% |
ITC Ltd. | 3.27% |
Bharti Airtel Ltd. | 2.97% |
Tech Mahindra Ltd. | 2.78% |
Biocon Ltd. | 2.75% |
Larsen & Toubro Ltd. | 2.47% |
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
