Motilal Oswal Focused 25 Fund-Reg(G)

24.26 -0.03 (-0.14%) NAV as on 28-Jan-20

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return3.7714.1622.0411.198.0314.11
Category Avg5.432.85-2.7612.078.037.77
Category Best10.9312.739.6917.2018.5219.73
Category Worst2.41-3.25-11.427.598.99-8.53
SENSEX4.378.1414.8913.686.75-
NIFTY3.696.8413.0811.746.22-

* 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
20194.542.575.623.39
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

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
201917.09426-11.27
2018-4.2823-22.12
201732.15122132.06
20162.8313179.39
20155.9317-0.6

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Axis Focused 25 Fund-Reg(G)31.1205-Jul-1224.3316.8411.2816.14
SBI Focused Equity Fund-Reg(G)157.1512-Oct-0424.1516.2910.9419.72
Sundaram Select Focus(G)194.2331-Jul-0217.9114.417.6518.46
IIFL Focused Equity Fund-Reg(G)18.6830-Oct-1433.4514.1710.4412.64
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]16.4914
Semi Standard Deviation [%]0.4445
Beta [%]0.8935
Sharp Ratio [%]0.3878
R-Square [%]0.9049
Expense Ratio [%]2.2200
AVG Ratio [%]0.0540
Other Ratios
Jenson Ratio [%]0.0299
Treynor Ratio [%]0.0670
Turnover Ratio [%]0.4800
FAMA Ratio [%]0.0429
SORTINO Ratio [%]0.1348

Return Calculator

MARKET STATS As on 29/01/2020 As on 29/01/2020

12129.50 (0.61) 41198.66 (0.57)

TOP GAINERS

Company Price Change Gain (%)
KSS0.150.0550.00
SCAPDVR0.250.0525.00

TOP LOSERS

Company Price Change Loss (%)
CLC Industries0.30-0.05-14.29
Nava Bharat Ventures73.85-10.55-12.50

Portfolio Comparison

MUTUAL FUND ACTIVITY