Motilal Oswal Focused 25 Fund-Reg(G)

23.27 -0.10 (-0.43%) NAV as on 18-Sep-20

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return10.1528.3510.193.008.0312.17
Category Avg13.1730.078.762.298.039.20
Category Best10.9312.739.6917.2018.5219.73
Category Worst2.41-3.25-11.427.598.99-8.53
SENSEX13.5634.566.246.218.18-
NIFTY14.0035.856.134.257.59-

* 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
202016.60NANA-23.66
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
201917.0942612.02
2018-4.28233.15
201732.15122128.65
20162.8313173.01
20155.9317-4.06

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
IIFL Focused Equity Fund-Reg(G)18.7630-Oct-1418.187.7612.3811.27
SBI Focused Equity Fund-Reg(G)147.2412-Oct-048.356.4410.3418.37
Axis Focused 25 Fund-Reg(G)29.6605-Jul-129.735.3811.2414.13
Sundaram Select Focus(G)182.8131-Jul-025.854.418.3417.36
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]34.6411
Semi Standard Deviation [%]1.4035
Beta [%]0.8765
Sharp Ratio [%]0.1055
R-Square [%]0.9669
Expense Ratio [%]2.2500
AVG Ratio [%]0.0478
Other Ratios
Jenson Ratio [%]0.0097
Treynor Ratio [%]0.0479
Turnover Ratio [%]0.6000
FAMA Ratio [%]0.0189
SORTINO Ratio [%]0.0262

Return Calculator

MARKET STATS As on 18/09/2020 As on 18/09/2020

11504.95 (-0.10) 38845.82 (-0.34)

TOP GAINERS

Company Price Change Gain (%)
Blue Chip India0.150.0550.00
MM Forgings354.1550.2016.52

TOP LOSERS

Company Price Change Loss (%)
Neulands Global Inds0.30-0.05-14.29
FCS Software Soltns.0.40-0.05-11.11

Portfolio Comparison

MUTUAL FUND ACTIVITY