Pros | - | ![]() 5Y returns in the top 25% of the category. ![]() Larger AUM within category. ![]() Beats FD returns for both 3Y & 5Y duration. | ||
Cons | - | - |
INDMoney rank | - | 1/39 | ||
Category,Subcateogry | Equity,Equity - Other | Equity,Equity - Other | ||
Fund Age | 0 Years | 6 Years | ||
Fund Size | 182 Cr | 28204 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹500 | SIP ₹100 Lumpsum ₹5000 | ||
Expense Ratio | 1.02% | 0.63% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty 500 Total Return Index TR IDR | Nifty 500 TR INR |
No of Holdings | 26 | 74 | ||
Top 5 Holdings | Hitachi Energy India Ltd Ordinary Shares (7.06%) Bajaj Finance Ltd (6.36%) Coforge Ltd (5.74%) InterGlobe Aviation Ltd (5.71%) Prestige Estates Projects Ltd (5.18%) | Axis Bank Ltd (6.85%) HDFC Bank Ltd (5.59%) Reliance Industries Ltd (4.78%) Sun Pharmaceuticals Industries Ltd (4.01%) ICICI Bank Ltd (3.76%) | ||
No of Sectors | 7 | 11 | ||
Top 3 Sectors | Financial Services (31.27%) Industrial (26.09%) Consumer Cyclical (15.58%) | Financial Services (36.49%) Health (12.15%) Consumer Cyclical (9.9%) | ||
Equity % | 87.34% | 91.61% | ||
Debt % | - | - | ||
P/E | 39.75 | 21.91 | ||
P/B | 6.71 | 2.91 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 7.55% | 2.93% | ||
3-Month Return | 17.64% | 9.27% | ||
6-Month Return | - | 8.19% | ||
1-Year Return | - | 13.13% | ||
3-Year Return | - | 30.19% | ||
5-Year Return | - | 33.57% |
Sharpe | - | 1.51 | ||
Alpha | - | 9.28 | ||
Beta | - | 0.8 | ||
Standard Deviation | - | 12.33 | ||
Information Ratio | - | 1.8 |
Description | Motilal Oswal Innovation Opportunities Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ICICI Prudential India Opportunities Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Niket Shah | Sankaran Naren |