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 0.09 8.52 43.31 21.86 15.96 17.34
NIFTY 50 5.52 15.67 53.19 20.47 16.39 14.31
NIFTY 50 - 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 43.31 21.86 15.96 0.94 1,832.25
SBI FOCUSED EQUITY FUND - DIRECT PLAN -GROWTH Jan 01, 2013 72.09 27.21 19.93 0.71 20,371.63
Axis Focused 25 Fund - Direct Plan - Growth Option Jan 01, 2013 66.56 26.59 21.59 0.60 20,333.87
Franklin India Focused Equity Fund - Direct - Growth Jan 01, 2013 84.14 24.84 17.46 1.12 7,835.97
Nippon India Focused Equity Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 81.56 25.42 16.55 1.39 5,818.16
Aditya Birla Sun Life Focused Equity Fund - Growth - Direct Plan Jan 01, 2013 Unrated 55.94 21.54 15.99 1.12 5,357.66

Fund Holdings as on 30-September-2021

  • HDFC Bank Limited

  • Housing Development Finance Corporation Limited

  • Bajaj Auto Limited

  • Tata Consultancy Services Limited

  • ICICI Bank Limited

  • Container Corporation of India Limited

  • Kotak Mahindra Bank Limited

  • ABB India Limited

  • HDFC Life Insurance Company Limited

  • Infosys Limited

  • Abbott India Limited

  • PI Industries Limited

  • Shree Cement Limited

  • Zomato Limited

  • Maruti Suzuki India Limited

  • Procter & Gamble Health Limited

  • SBI Cards and Payment Services Limited

  • UltraTech Cement Limited

  • ICICI Lombard General Insurance Company Limited

  • Avenue Supermarts Limited

  • Collateralized Borrowing & Lending Obligation

  • Britannia Industries Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Finance - Housing

  • Automobile Two & Three Wheelers

  • Logistics

  • Insurance

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Electric Equipment

  • Pesticides & Agrochemicals

  • e-Commerce

  • 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

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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 ₹1,832.25 crore. Motilal Oswal Focused 25 Fund is benchmarked against NIFTY 50 as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Motilal Oswal Focused 25 Fund ended up ₹0.21(0.55%)yesterday to ₹38.468.

Among its top 3 holdings the fund has exposure to HDFC Bank 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