Motilal Oswal Focused 25 Fund-Reg(G)

21.39 0.12 (0.54%) NAV as on 13-Sep-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-4.671.50-2.187.249.0212.75
Category Avg5.432.85-2.7612.079.027.77
Category Best10.9312.739.6917.2018.5219.73
Category Worst2.41-3.25-11.427.598.99-8.53
SENSEX-5.93-0.97-0.889.666.68-
NIFTY-7.03-2.34-2.598.326.44-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20194.54NANA3.39
20184.12-3.971.01-5.15
20176.622.865.9013.78
20168.758.66-5.19-8.22
20150.12-1.55-0.097.53
201412.6511.318.386.14

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
2018-4.2823-22.12
201732.15122132.06
20162.8313179.39
20155.9317-0.6
201444.2491651.98

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Axis Focused 25 Fund(G)27.4405-Jul-12-3.3111.4611.6915.03
Sundaram Select Focus(G)175.9331-Jul-02-0.8710.487.3918.22
SBI Focused Equity Fund-Reg(G)137.3412-Oct-040.079.5510.3119.18
IIFL Focused Equity Fund-Reg(G)16.1030-Oct-143.768-10.26
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]16.6614
Semi Standard Deviation [%]0.5180
Beta [%]0.8777
Sharp Ratio [%]-0.1305
R-Square [%]0.8941
Expense Ratio [%]2.2500
AVG Ratio [%]0.0003
Other Ratios
Jenson Ratio [%]-0.0080
Treynor Ratio [%]-0.0294
Turnover Ratio [%]0.4300
FAMA Ratio [%]-0.0136
SORTINO Ratio [%]-0.0482

Return Calculator

MARKET STATS As on 13/09/2019 As on 13/09/2019

11075.90 (0.85) 37384.99 (0.76)

TOP GAINERS

Company Price Change Gain (%)
Visagar Polytex0.200.0533.33
FCS Software Soltns.0.300.0520.00

TOP LOSERS

Company Price Change Loss (%)
PAE2.45-1.70-40.96
ATN International0.10-0.05-33.33

Portfolio Comparison

MUTUAL FUND ACTIVITY