Motilal Oswal Innovation Opportunities Fund- Regular Plan- Growth
Category: Equity: Thematic-Innovation
Launch Date: 18-02-2025
AUM:
₹ 213.1 Cr
Expense Ratio
2.44%
Benchmark
NIFTY 500 TRI
ISIN
INF247L01EM2
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Atul Mehra,Niket Shah,Varun Sharma,Rakesh Shetty
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Innovation Opportunities Fund- Regular Plan- Growth | - | - | - |
| NIFTY 500 TRI | -2.55 | 16.27 | 21.42 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
12.2965
Last change
-0.12 (-1.0084%)
Fund Size (AUM)
₹ 213.1 Cr
Performance
22.88% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies that will benefit from the adoption of innovative strategies or following the innovation theme.
Fund Manager
Atul Mehra,Niket Shah,Varun Sharma,Rakesh Shetty
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Net Receivables / (Payables) | 7.08 |
| AU SMALL FINANCE BANK LIMITED EQ | 6.22 |
| JM FINANCIAL LIMITED EQ NEW RE. 1/- | 5.51 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 5.19 |
| Coforge Limited | 5.04 |
| HITACHI ENERGY INDIA LIMITED EQ | 4.92 |
| Bajaj Finance Limited | 4.84 |
| PRESTIGE ESTATES PROJECTS LIMITED EQ | 4.74 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.44 |
| CENTRAL DEPOSITORY SERVICES (INDIA) LIMITED EQ | 4.0 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 33.73 |
| Capital Goods | 16.92 |
| Consumer Durables | 8.18 |
| Services | 5.19 |
| Information Technology | 5.04 |
| Automobile and Auto Components | 4.92 |
| Realty | 4.74 |
| Telecommunication | 4.44 |
| Consumer Services | 3.75 |
| Healthcare | 3.33 |