Motilal Oswal Focused Fund - Growth - Regular Plan

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  • 0.78 %Nav, as on 02-06-2023

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  • Net Change on 02-06-2023

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • 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 30 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 4.13 8.94 11.53 17.66 9.68 13.03
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 2.43 6.72 13.51 24.30 13.53 13.39

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 Unrated 11.53 17.66 9.68 2.09 1,703.16
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 11.16 21.72 12.01 1.70 27,962.29
Axis Focused 25 Fund - Regular Plan - Growth Option Jun 29, 2012 Unrated 4.12 15.95 8.17 1.70 15,266.53
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 16.68 29.01 13.67 1.79 8,267.99
Nippon India Focused Equity Fund -Growth Plan -Growth Option Dec 26, 2006 11.32 29.79 12.39 1.89 6,112.01
Aditya Birla Sun Life Focused Equity Fund -Growth Option Oct 24, 2005 Unrated 9.94 21.48 10.92 1.86 5,805.14

Fund Holdings as on 30-April-2023

  • HDFC Bank Limited

  • Abbott India Limited

  • ABB India Limited

  • Zomato Limited

  • ICICI Bank Limited

  • Vedant Fashions Limited

  • Avenue Supermarts Limited

  • Eicher Motors Limited

  • UltraTech Cement Limited

  • Kotak Mahindra Bank Limited

  • Reliance Industries Limited

  • The Indian Hotels Company Limited

  • Pidilite Industries Limited

  • Infosys Limited

  • State Bank of India

  • HDFC Life Insurance Company Limited

  • Havells India Limited

  • KFin Technologies Limited

  • Larsen & Toubro Limited

  • Bosch Limited

  • Tata Consultancy Services Limited

  • One 97 Communications Limited

  • ICICI Lombard General Insurance Company Limited

  • Net Receivables / (Payables)

  • PI Industries Limited

  • Container Corporation of India Limited

  • Siemens Limited

  • L&T Technology Services Limited

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  • Bank - Private

  • Electric Equipment

  • Pharmaceuticals & Drugs

  • e-Commerce

  • IT - Software

  • Textile

  • Insurance

  • Retailing

  • Automobile Two & Three Wheelers

  • Cement & Construction Materials

  • Refineries

  • Hotel, Resort & Restaurants

  • Chemicals

  • Bank - Public

  • Finance - Others

  • Engineering - Construction

  • Auto Ancillary

  • Fintech

  • Miscellaneous

  • Pesticides & Agrochemicals

  • Logistics

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Fund Manager

  • Cash

  • Equity

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About Motilal Oswal Focused Fund

Scheme Analysis

Motilal Oswal Focused 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 ₹1,703.16 crore. Motilal Oswal Focused Fund is benchmarked against NIFTY 500 - TRI as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of Motilal Oswal Focused Fund ended up ₹0.27(0.78%)yesterday to ₹34.3032.

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

The Motilal Oswal Focused Fund is managed by Siddharth Bothra and Rakesh Shetty.

Fund House Contact

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

022-39804238
022-22816161