Motilal Oswal Focused 25 Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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Fund Objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Motilal Oswal Focused 25 Fund (MOF25)- Direct Plan Growth Option 3.23 -4.41 12.55 18.40 15.38 16.11
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal Focused 25 Fund (MOF25)- Direct Plan Growth Option May 13, 2013 Unrated 12.55 18.40 15.38 1.08 1,769.26
SBI FOCUSED EQUITY FUND - DIRECT PLAN -GROWTH Jan 01, 2013 37.93 24.61 21.23 0.68 23,716.70
Axis Focused 25 Fund - Direct Plan - Growth Option Jan 01, 2013 20.13 22.01 20.60 0.59 20,426.88
Franklin India Focused Equity Fund - Direct - Growth Jan 01, 2013 36.31 21.36 17.64 1.12 7,745.91
Nippon India Focused Equity Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 34.43 21.87 16.88 1.31 5,698.95
Aditya Birla Sun Life Focused Equity Fund - Growth - Direct Plan Jan 01, 2013 Unrated 23.17 19.30 15.95 1.05 5,282.96

Fund Holdings as on 31-December-2021

  • Tata Consultancy Services Limited

  • HDFC Bank Limited

  • Housing Development Finance Corporation Limited

  • Bajaj Auto Limited

  • ICICI Bank Limited

  • ABB India Limited

  • Container Corporation of India Limited

  • Kotak Mahindra Bank Limited

  • Infosys Limited

  • HDFC Life Insurance Company Limited

  • Zomato Limited

  • Abbott India Limited

  • PI Industries Limited

  • Shree Cement Limited

  • Maruti Suzuki India Limited

  • Procter & Gamble Health Limited

  • UltraTech Cement Limited

  • SBI Cards and Payment Services Limited

  • ICICI Lombard General Insurance Company Limited

  • Avenue Supermarts Limited

  • Collateralized Borrowing & Lending Obligation

  • FSN E-Commerce Ventures Limited

  • Britannia Industries Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Finance - Housing

  • Automobile Two & Three Wheelers

  • Electric Equipment

  • Logistics

  • Insurance

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • e-Commerce

  • Pesticides & Agrochemicals

  • Automobiles - Passenger Cars

  • Finance - NBFC

  • Retailing

  • Miscellaneous

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Fund Manager

  • Cash

  • CRISIL AAA

  • Equity

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About Motilal Oswal Focused 25 Fund

Scheme Analysis

Motilal Oswal Focused 25 Fund is a Equity - Focused Fund fund and belongs to Motilal Oswal Mutual Fund. It was launched on 13-May-2013 and currently has an AUM of ₹1,769.26 crore. Motilal Oswal Focused 25 Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Motilal Oswal Focused 25 Fund ended down ₹-0.84(-2.28%)yesterday to ₹35.8175.

Among its top 3 holdings the fund has exposure to Tata Consultancy Services Limited, and

The Motilal Oswal Focused 25 Fund is managed by Abhiroop Mukherjee and Siddharth Bothra.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022-39804238
022-22816161