Pros | ![]() 3Y returns in the top 25% of the category. ![]() 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 | 7/19 | ||
Category,Subcateogry | Equity,Focused Fund | Equity,Focused Fund | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 1531 Cr | 37936 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹500 | SIP ₹500 Lumpsum ₹5000 | ||
Expense Ratio | 1.01% | 0.79% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty 500 TR INR | BSE 500 India TR INR |
No of Holdings | 28 | 32 | ||
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%) | HDFC Bank Ltd (7.45%) Alphabet Inc Class A (6.2%) Bharti Airtel Ltd (Partly Paid Rs.1.25) (5.31%) Bajaj Finserv Ltd (5.13%) State Bank of India (4.88%) | ||
No of Sectors | 8 | 11 | ||
Top 3 Sectors | Financial Services (28.66%) Industrial (24.23%) Tech (18.27%) | Financial Services (33.24%) Consumer Cyclical (22.16%) Communication (12.24%) | ||
Equity % | 93.11% | 94.09% | ||
Debt % | - | 0.95% | ||
P/E | 49.58 | 27.36 | ||
P/B | 4.43 | 4.49 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -4.64% | -0.49% | ||
3-Month Return | -2.87% | 0.84% | ||
6-Month Return | 17.82% | 12.78% | ||
1-Year Return | -16.1% | 4.1% | ||
3-Year Return | 9.18% | 15.29% | ||
5-Year Return | 13.2% | 19.46% |
Sharpe | - | - | ||
Alpha | -5.09 | 2.68 | ||
Beta | 1.11 | 0.69 | ||
Standard Deviation | 17.59 | 10.54 | ||
Information Ratio | -0.55 | -0.02 |
Description | Motilal Oswal Focused Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | SBI Focused Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Atul Mehra,Rakesh Shetty,Varun Sharma,Sunil Sawant | R. Srinivasan |