Axis Focused Fund (G) vs Motilal Oswal Focused Fund (G)

Both Axis Focused Fund (G) and Motilal Oswal Focused Fund (G) belong to Focused. Compare returns, expense ratio, risk, and portfolio performance. The 3Y return for Axis Focused Fund (G) and Motilal Oswal Focused Fund (G) is 10.522% and 7.874%. Check other parameters to pick the right fund.

Start comparing returns between

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Axis Focused Fund (G)

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Motilal Oswal Focused Fund (G)

Compare

Fund Returns

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Nav (10 Dec)

₹54.49

₹43.00

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Last 1 Year

-1.3%

-8.7%

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Last 3 Year

10.5%

7.9%

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Last 5 Year

8.8%

9.4%

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Last 10 Year

12.4%

11%

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Since Inception

13.4%

12.3%

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₹54.49
Nav (10 Dec)
-1.3%
Last 1 Year
10.5%
Last 3 Year
8.8%
Last 5 Year
12.4%
Last 10 Year
13.4%
Since Inception
₹43.00
Nav (10 Dec)
-8.7%
Last 1 Year
7.9%
Last 3 Year
9.4%
Last 5 Year
11%
Last 10 Year
12.3%
Since Inception

Scripbox Opinion

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Scripbox Opinion
Click here for top ranked funds in focused mutual funds. Focused funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 ymore...

Explore a scientifically created Scripbox plan within this asset class.

Click here for top ranked funds in focused mutual funds. Focused funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 yeamore...

You can invest in more appropriate funds with a Scripbox plan. Explore the plan below.

Scripbox Fund Analysis

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Category View

Superior

The category has a superior investment outlook

Relatively Poor

The category has a relatively poor investment outlook

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Relative Size

₹ 12445.4 Cr

The fund has been a Category Leader on the Fund Size metric

₹ 1520.7 Cr

The performance of the fund on a Fund Size metric has been Neutral

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-Track Record
Lowest Interest Rate RiskImpact of Interest Rate Changes
Lowest Credit RiskCredit Quality Of Fund's Portfolio
₹ 12445.4 CrRelative Size
SuperiorCategory View
-Consistency Of Performance
-Track Record
High Interest Rate RiskImpact of Interest Rate Changes
High Credit RiskCredit Quality Of Fund's Portfolio
₹ 1520.7 CrRelative Size
Relatively PoorCategory View
-Consistency Of Performance

Scheme Information

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Risk Factor

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High

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Expense Ratio
1.73 %
2.14 %
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Launched Date
2012-06-29
2013-05-13
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AUM in Crores
₹ 12,445 Cr
₹ 1,521 Cr
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Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load of 1%, if redeemed within 365 days.
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Lock-in
-
-
-
Benchmark
NIFTY 500 Total Return Index
NIFTY 500 Total Return Index
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ISIN
INF846K01CH7
INF247L01155
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SIP Minimum
₹ 1,000
₹ 1,000
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Lumpsum Minimum
₹ 5,000
₹ 5,000
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Fund Managers
user-avatar

Hitesh Das

user-avatar

Krishnaa Narayan

user-avatar

Sachin Relekar

user-avatar

Ajay Khandelwal

user-avatar

Ankit Agarwal

user-avatar

Ankush Sood

user-avatar

Atul Mehra

user-avatar

Rakesh Shetty

user-avatar

Santosh Singh

user-avatar

Sunil Sawant

user-avatar

Varun Sharma

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Investment Objective
The scheme seeks to generate long term capital appreciation by investing in concentrated portfolio of equity & equity related instruments of upto 30 companies.more...
The Scheme seeks to achieve long term capital appreciation by investing in upto 30 companies with focus in multi cap space.more...
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risk-indicator-arrow.svg
Very High
Risk Factor
1.73 %
Expense Ratio
2012-06-29
Launched Date
₹ 12,445 Cr
AUM in Crores
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit Load
-
Lock-in
NIFTY 500 Total Return Index
Benchmark
INF846K01CH7
ISIN
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Minimum
risk-indicator-arrow.svg
Very High
Risk Factor
2.14 %
Expense Ratio
2013-05-13
Launched Date
₹ 1,521 Cr
AUM in Crores
Exit load of 1%, if redeemed within 365 days.
Exit Load
-
Lock-in
NIFTY 500 Total Return Index
Benchmark
INF247L01155
ISIN
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Minimum

Fund Managers

user-avatar

Hitesh Das

user-avatar

Krishnaa Narayan

user-avatar

Sachin Relekar

user-avatar

Ajay Khandelwal

user-avatar

Ankit Agarwal

user-avatar

Ankush Sood

user-avatar

Atul Mehra

user-avatar

Rakesh Shetty

user-avatar

Santosh Singh

user-avatar

Sunil Sawant

user-avatar

Varun Sharma

Investment Objective

The scheme seeks to generate long term capital appreciation by investing in concentrated portfolio of equity & equity related instruments of upto 30 companies.

The Scheme seeks to achieve long term capital appreciation by investing in upto 30 companies with focus in multi cap space.

Returns Calculator

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This SIP Calculator helps you to know your returns. Fund returns are listed below based on the input.

of

for

with step-up of

CAGR Returns

8.83% (5Y)

9.41% (5Y)

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Total Investment Amount

₹ 7,32,612

₹ 7,32,612

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Wealth Gained

₹ 1,75,695

₹ 1,89,098

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Maturity Amount

₹ 9,08,307

₹ 9,21,710

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Step-up

Tenure

8.83% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 1,75,695

Wealth Gained

₹ 9,08,307

Total Corpus Created With assumed returns of %

9.41% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 1,89,098

Wealth Gained

₹ 9,21,710

Total Corpus Created With assumed returns of %

Asset Allocation and Holdings

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Top Stock Holdings

Torrent power ltd.

7.94%
7.94%

Icici bank ltd.

7.18%
7.18%

Tata consultancy services ltd.

6.26%
6.26%

Bajaj finance ltd.

5.66%
5.66%

Pidilite industries ltd.

5.52%
5.52%
See all holdingsright-arrowright-arrow

Religare enterprises ltd.

9.316%
9.316%

Fsn e-commerce ventures ltd.

9.058%
9.058%

Star health and allied insuran...

9.033%
9.033%

Zf commercial vehicle control ...

8.995%
8.995%

Samvardhana motherson internat...

8.982%
8.982%
See all holdingsright-arrowright-arrow

Amc Information

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Name

amc-logo
amc-logo
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About

Axis Asset Management Company Ltd. is the mutual fund investment division of Axis Bank. Axis bank holds a 74.99% share in the AMC, and Schroder Singapore Holdings Private Limited omore...
Motilal Oswal Mutual Fund is a 100% wholly-owned subsidiary of Motilal Oswal Securities Limited. Motilal Oswal Mutual Fund's investment manager is Motilal Oswal Asset Management Comore...
more...
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Contact Information

phone-icon
022-24255161
phone-icon
022-39804238 / 1800-200-6626
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Axis Focused Fund (G)

Focused

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Motilal Oswal Focused Fund (G)

Focused

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Axis Focused Fund (G)

Focused

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Motilal Oswal Focused Fund (G)

Focused

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