Motilal Oswal Focused 25 Fund - Growth - Regular Plan

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  • 0.43 %Nav, as on 16-10-2019

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  • Net Change on 16-10-2019

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    Motilal Oswal Focused 25 Fund - Growth - Regular Plan 2 PersonalFN

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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)- Regular Plan Growth Option 6.58 4.64 16.02 9.28 11.13 13.68
NIFTY 50 4.18 -1.70 8.31 10.11 8.15 13.52
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54

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)- Regular Plan Growth Option May 13, 2013 16.02 9.28 11.13 2.23 1,139.91
Axis Focused 25 Fund - Growth Option Jun 29, 2012 14.05 13.39 14.12 2.02 8,383.71
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 10.42 7.39 10.03 1.84 8,353.60
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 15.26 10.81 12.10 2.06 5,725.65
Aditya Birla Sun Life Focused Equity Fund -Growth Option Oct 24, 2005 7.72 7.19 8.82 2.11 4,192.20
Nippon India Focused Equity Fund -Growth Plan -Growth Option Dec 26, 2006 Unrated 4.66 3.93 8.84 1.94 4,122.60

Fund Holdings as on 30-September-2019

  • HDFC Bank Limited

  • HDFC Life Insurance Company Limited

  • ICICI Bank Limited

  • Tata Consultancy Services Limited

  • Kotak Mahindra Bank Limited

  • Avenue Supermarts Limited

  • Larsen & Toubro Limited

  • ABB India Limited

  • Container Corporation of India Limited

  • Abbott India Limited

  • Maruti Suzuki India Limited

  • Max Financial Services Limited

  • Britannia Industries Limited

  • ICICI Lombard General Insurance Company Limited

  • Infosys Limited

  • Dr. Reddy's Laboratories Limited

  • Bajaj Finserv Limited

  • Eicher Motors Limited

  • Eris Lifesciences Limited

  • Quess Corp Limited

  • Havells India Limited

  • Mahindra Logistics Limited

  • Shree Cement Limited

  • CBLO / Reverse Repo Investments

  • Britannia Industries Limited

  • Net Receivable/Payable

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  • Bank - Private

  • Insurance

  • IT - Software

  • Pharmaceuticals & Drugs

  • Retailing

  • Electric Equipment

  • Engineering - Construction

  • Logistics

  • Automobiles - Passenger Cars

  • Finance - Others

  • Consumer Food

  • Finance - Investment

  • Automobile Two & Three Wheelers

  • Miscellaneous

  • Cement & Construction Materials

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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 ₹1,139.91 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 ₹0.1(0.43%)yesterday to ₹22.90.

Among its top 3 holdings the fund has exposure to HDFC Bank Limited, HDFC Life Insurance Company Limited and ICICI Bank Limited

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

Fund Manager

  • Cash

  • CRISIL AAA

  • Equity

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