Motilal Oswal Innovation Opportunities Fund- Regular Plan- IDCW
Category: Equity: Thematic-Innovation
Launch Date: 18-02-2025
AUM:
₹ 323.11 Cr
Expense Ratio
2.44%
Benchmark
NIFTY 500 TRI
ISIN
INF247L01EN0
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- IDCW | - | - | - |
| NIFTY 500 TRI | -6.34 | 16.64 | 21.14 |
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
12.7656
Last change
0.11 (0.8766%)
Fund Size (AUM)
₹ 323.11 Cr
Performance
27.56% (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 (%) |
|---|---|
| SYRMA SGS TECHNOLOGY LIMITED EQ | 6.24 |
| Collateralized Borrowing & Lending Obligation | 6.21 |
| CHALET HOTELS LIMITED EQ | 5.65 |
| Siemens Energy India Limited | 4.75 |
| CUMMINS INDIA LIMITED EQ FV RS.2 | 4.7 |
| JM FINANCIAL LIMITED EQ NEW RE. 1/- | 4.24 |
| IDFC FIRST BANK LIMITED EQ | 4.18 |
| AU SMALL FINANCE BANK LIMITED EQ | 4.02 |
| UJJIVAN SMALL FINANCE BANK LIMITED EQ | 3.95 |
| Bajaj Finance Limited | 3.92 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.44 |
| Capital Goods | 21.0 |
| Consumer Durables | 11.07 |
| Consumer Services | 8.11 |
| Automobile and Auto Components | 4.74 |
| Information Technology | 3.52 |
| Services | 3.26 |
| Realty | 3.0 |
| Chemicals | 3.0 |
| Telecommunication | 2.89 |