Pros | ![]() 3Y returns in the top 25% of the category. ![]() Beats FD returns for both 3Y & 5Y. | ![]() Generated Consistent Returns. ![]() Consistently beats benchmark. ![]() Lower probablity of downside risk. | ||
Cons | ![]() Has not generated consistent returns. ![]() Does not beat the benchmark consistently. ![]() Highly volatile within category. | - |
INDMoney rank | 19/19 | 1/19 | ||
Category,Subcateogry | Equity,Focused Fund | Equity,Focused Fund | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 1531 Cr | 21456 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹500 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 1.01% | 0.59% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty 500 TR INR | Nifty 500 TR INR |
No of Holdings | 28 | 34 | ||
Top 5 Holdings | Religare Enterprises Ltd (10%) Piramal Enterprises Ltd (8.33%) One97 Communications Ltd (6.99%) ZF Commercial Vehicle Control Systems India Ltd (6.31%) Radico Khaitan Ltd (4.35%) | ICICI Bank Ltd (9.67%) HDFC Bank Ltd (8.47%) Axis Bank Ltd (7.07%) State Bank of India (4.64%) Kotak Mahindra Bank Ltd (4.24%) | ||
No of Sectors | 8 | 10 | ||
Top 3 Sectors | Financial Services (28.66%) Industrial (24.23%) Tech (18.27%) | Financial Services (44.87%) Consumer Cyclical (26.24%) Health (9.09%) | ||
Equity % | 93.11% | 88.06% | ||
Debt % | - | 0.24% | ||
P/E | 49.58 | 23.13 | ||
P/B | 4.43 | 3.29 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -4.32% | 0.81% | ||
3-Month Return | -0.97% | 1.75% | ||
6-Month Return | 15.17% | 12.49% | ||
1-Year Return | -15.39% | 8.16% | ||
3-Year Return | 9.21% | 23.96% | ||
5-Year Return | 13.56% | 28.42% |
Sharpe | 0.36 | 1.63 | ||
Alpha | -5.09 | 9.06 | ||
Beta | 1.11 | 0.73 | ||
Standard Deviation | 17.63 | 10.16 | ||
Information Ratio | -0.55 | 1.77 |
Description | Motilal Oswal Focused Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | HDFC Focused Fund -Direct Plan - Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Varun Sharma,Atul Mehra,Rakesh Shetty,Sunil Sawant | Dhruv Muchhal,Roshi Jain |