Date of inception: 13-May-13
Rs.10,000 invested in the scheme 1 year ago is worth Rs. 9,045 as on 31st May 2020. For the same period Rs. 10,000 invested in Benchmark TRI is now worth Rs. 8,143.
Rs.10,000 invested in the scheme 3 years ago is worth Rs. 10,338 as on 31st May 2020. For the same period Rs. 10,000 invested in Benchmark TRI is now worth Rs. 10,372.
Rs.10,000 invested in the scheme 5 years ago is worth Rs. 12,381 as on 31st May 2020. For the same period Rs. 10,000 invested in Benchmark TRI is now worth Rs. 12,126.
Rs.10,000 invested in the scheme at inception is worth Rs. 20,326 as on 31st May 2020. For the same period Rs. 10,000 invested in Benchmark TRI is now worth Rs. 17,529.
The performance of schemes of Motilal Oswal Mutual Fund is Benchmarked to the Total Return variant of respective Index chosen as Benchmark as against Price Return variant of respective Benchmark Index. In case, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth Option. Different plans have different expense structure. This scheme is currently managed by Mr. Siddharth Bothra. He has been managing this fund since 23-Nov-2016; Mr. Abhiroop Mukherjee is the fund manager for debt component.
Data as on 31st May 2020
| Top 10 Holdings | |
|---|---|
| Scrip Name | Weightage (%) |
| HDFC Bank Limited | 8.89 |
| Kotak Mahindra Bank Limited | 7.78 |
| Reliance Industries Limited | 7.64 |
| Avenue Supermarts Limited | 7.60 |
| HDFC Life Insurance Company Limited | 7.43 |
| Housing Development Finance Corporation Limited | 7.07 |
| Abbott India Limited | 5.83 |
| Container Corporation of India Limited | 5.27 |
| PI Industries Limited | 5.05 |
| Tata Consultancy Services Limited | 4.99 |
(Data as on 31-May-2020)
- Banks (21.01%)
- Finance (19.39%s)
- Pharmaceuticals(13.78%)
- Petroleum Products (7.64%)
- Retailing(7.60%)
- Transportation (6.45%)
- Auto(5.95%)
- Pesticides(5.05%)
- Software(4.99%)
- Cement(4.95%)
- Industrial Capital Goods(2.40%)
- CRISIL AAA(0.03%)
- Cash & Equivalent (0.75%)
Industry Classification as recommended by AMFI
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Riskometer 
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