Sandbox
Motilal Oswal Innovation Opportunities Fund- Regular Plan- Growth
Category: Equity: Thematic-Innovation
Launch Date: 18-02-2025
AUM:
₹ 498.29 Cr
Expense Ratio
2.41%
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 | 3.05 | 15.53 | 17.43 |
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
12.5501
Last change
-0 (-0.0303%)
Fund Size (AUM)
₹ 498.29 Cr
Performance
25.41% (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 (%) |
|---|---|
| UJJIVAN SMALL FINANCE BANK LIMITED EQ | 5.6 |
| IDFC FIRST BANK LIMITED EQ | 5.28 |
| Siemens Energy India Limited | 4.73 |
| BHARAT HEAVY ELECTRICALS LIMITED EQ NEW FV RS. 2/- | 4.41 |
| SYRMA SGS TECHNOLOGY LIMITED EQ | 3.95 |
| Collateralized Borrowing & Lending Obligation | 3.8 |
| JM FINANCIAL LIMITED EQ NEW RE. 1/- | 3.69 |
| KAYNES TECHNOLOGY INDIA LIMITED EQ | 3.66 |
| CUMMINS INDIA LIMITED EQ FV RS.2 | 3.58 |
| AU SMALL FINANCE BANK LIMITED EQ | 3.48 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.73 |
| Capital Goods | 26.07 |
| Consumer Services | 11.93 |
| Consumer Durables | 8.76 |
| Automobile and Auto Components | 5.05 |
| Fast Moving Consumer Goods | 3.17 |
| Services | 3.0 |
| Information Technology | 2.99 |
| Chemicals | 2.59 |
| Healthcare | 2.48 |