Motilal Oswal Focused Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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Fund Objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 30 companies with focus in multi cap space. 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 5.60 3.94 32.29 13.50 14.43 14.13
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 1.04 0.25 23.06 15.94 14.87 13.63

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 32.29 13.50 14.43 2.07 1,803.57
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 Unrated 32.02 17.06 15.83 1.61 32,190.38
Axis Focused 25 Fund - Regular Plan - Growth Option Jun 29, 2012 Unrated 33.99 10.94 12.95 1.73 14,086.94
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 39.98 24.00 18.36 1.79 11,160.20
HDFC Focused 30 Fund - GROWTH Sep 17, 2004 40.44 30.19 19.14 1.73 10,432.98
Nippon India Focused Equity Fund -Growth Plan -Growth Option Dec 26, 2006 31.87 19.18 16.89 1.87 7,607.84

Fund Holdings as on 31-March-2024

  • Samvardhana Motherson International Limited

  • Star Health And Allied Insurance Company Limited

  • FSN E-Commerce Ventures Limited

  • ZF Commercial Vehicle Control Systems India Limited

  • Sun Pharmaceutical Industries Limited

  • Religare Enterprises Limited

  • Bharti Airtel Limited

  • BSE Limited

  • Dreamfolks Services Limited

  • L&T Technology Services Limited

  • ABB India Limited

  • Larsen & Toubro Limited

  • LIC Housing Finance Limited

  • Hindustan Aeronautics Limited

  • Piramal Enterprises Limited

  • Reliance Industries Limited

  • One 97 Communications Limited

  • Voltas Limited

  • Fino Payments Bank Limited

  • IndusInd Bank Limited

  • Net Receivables / (Payables)

  • HDFC Life Insurance Company Limited

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  • Auto Ancillary

  • Insurance

  • e-Commerce

  • Pharmaceuticals & Drugs

  • Finance - Investment

  • Telecommunication - Service Provider

  • Finance - Others

  • Airport Management Services

  • IT - Software

  • Bank - Private

  • Electric Equipment

  • Engineering - Construction

  • Finance - Housing

  • Defence

  • Finance - NBFC

  • Refineries

  • Fintech

  • Air Conditioners

  • Miscellaneous

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Fund Manager

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  • 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 ₹1,803.57 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 down ₹-0.51(-1.2%)yesterday to ₹41.8597.

Among its top 3 holdings the fund has exposure to Samvardhana Motherson International Limited, and

The Motilal Oswal Focused Fund is managed by Santosh Singh 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