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

Moderately High
1 yrs 4 monthsStarted on:27 Sep 2016
₹ 1425.53 Cras on: 17 Jan 2018
Medium Horizon
2.16%
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)
YTD0.87
1 Month2.15
3 Month3.33
1 YR22.19

SIP Returns

TenureReturns (CAGR)
1 YR15.84

Portfolio

Company Name% Assets
Maruti Suzuki India Ltd.8.33
Housing Development Finance Corpn. Ltd.8.11
Lupin Ltd.5.67
Bajaj Finance Ltd.4.95
HDFC Bank Ltd.4.54
Bank Of Baroda 9.14%3.52
Corporation Bank 9.23%3.37
United Spirits Ltd.3.32
Max Financial Services Ltd.3.18
Jubilant Life Sciences Ltd.3.18

Top Sectoral Holdings

Sector Name% Assets
Financial20.04
Energy4.7
Healthcare4.65
Automobile3.72
Cons Durable2.35
Services1.84
FMCG1.59
Technology1.52

Indicators

LabelValue
Portfolio turnover ratio443

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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