Pros | ![]() Beats FD returns for both 3Y & 5Y. | ![]() Larger AUM within category. ![]() Beats FD returns for both 3Y & 5Y. | ||
Cons | ![]() Has not generated consistent returns. ![]() Does not beat the benchmark consistently. ![]() Highly volatile within category. | ![]() Underperforms benchmarks during bull run. |
INDMoney rank | 19/19 | 8/19 | ||
Category,Subcateogry | Equity,Focused Fund | Equity,Focused Fund | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 1555 Cr | 37122 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹500 | SIP ₹500 Lumpsum ₹5000 | ||
Expense Ratio | 1.01% | 0.76% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty 500 TR INR | BSE 500 India TR INR |
No of Holdings | 27 | 30 | ||
Top 5 Holdings | Piramal Enterprises Ltd (9.27%) Religare Enterprises Ltd (8.43%) Bharat Dynamics Ltd Ordinary Shares (7.46%) ZF Commercial Vehicle Control Systems India Ltd (6.93%) One97 Communications Ltd (5.63%) | HDFC Bank Ltd (8.91%) Solar Industries India Ltd (5.64%) Alphabet Inc Class A (5.54%) Bajaj Finserv Ltd (5.43%) Bharti Airtel Ltd (Partly Paid Rs.1.25) (5.29%) | ||
No of Sectors | 7 | 10 | ||
Top 3 Sectors | Industrial (34.38%) Financial Services (26.47%) Tech (15.39%) | Financial Services (34.8%) Consumer Cyclical (21.22%) Communication (11.77%) | ||
Equity % | 98.32% | 91.93% | ||
Debt % | - | 0.8% | ||
P/E | 47.46 | 26.75 | ||
P/B | 4.15 | 4.42 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 1.97% | 4.28% | ||
3-Month Return | 13.31% | 9.62% | ||
6-Month Return | -2.72% | 8.49% | ||
1-Year Return | -4.17% | 10.29% | ||
3-Year Return | 15.21% | 20.57% | ||
5-Year Return | 16.26% | 22.05% |
Sharpe | 0.43 | 0.93 | ||
Alpha | -4.96 | 2.64 | ||
Beta | 1.11 | 0.71 | ||
Standard Deviation | 18.51 | 11.42 | ||
Information Ratio | -0.54 | -0.06 |
Description | Motilal Oswal Focused Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | SBI Focused Equity Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Ajay Khandelwal | R. Srinivasan |