Motilal Oswal MOSt Focused Dynamic Equity Fund (Hybrid, Equity-oriented)

Moderately High
1 yrs 8 monthsStarted on:27 Sep 2016
₹ 1745.1 Cras on: 22 May 2018
Medium Horizon
2.20%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives as well as debt instruments.

Exit Load

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Tenure

TenureReturns (CAGR)
YTD0.17
3 Month0.71
1 YR10.33

SIP Returns

TenureReturns (CAGR)
1 YR4.6

Portfolio

Company Name% Assets
Housing Development Finance Corpn. Ltd.7.55
Bajaj Finance Ltd.7.47
Maruti Suzuki India Ltd.6.28
United Spirits Ltd.4.43
HDFC Bank Ltd.4.36
Power Finance Corpn. Ltd. 20/12/2022 7.99%4.22
Eicher Motors Ltd.3.41
Max Financial Services Ltd.2.92
Bank Of Baroda 9.14%2.84
Bajaj Finance Ltd. 29/06/2020 7.84%2.84

Top Sectoral Holdings

Sector Name% Assets
Financial21.24
Automobile6.09
Healthcare4.04
Energy3.69
Technology2.52
Services2.34
Cons Durable2.19
FMCG1.39
Engineering0.87

Indicators

LabelValue
Portfolio turnover ratio446

Gautam Sinha Roy

Mr. Roy is MBA, Bachelor of Engineering & CFA
Has been with Motilal Oswal AMC for the last four years as a Fund Manager.

Other Funds Managed by Gautam Sinha Roy

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