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 -7.31 -1.13 25.61 10.62 14.41 14.27
BSE SENSEX - TRI -2.17 0.01 23.98 11.29 15.90 13.70
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)- Regular Plan Growth Option May 13, 2013 Unrated 25.61 10.62 14.41 2.03 1,924.61
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 Unrated 25.29 8.83 17.12 1.56 34,940.52
HDFC Focused 30 Fund - GROWTH Sep 17, 2004 39.94 23.22 22.75 1.67 14,968.50
Axis Focused Fund - Regular Plan - Growth Option Jun 29, 2012 Unrated 26.13 3.47 11.86 1.72 13,355.81
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 31.41 15.40 20.60 1.75 12,068.03
ICICI Prudential Focused Equity Fund - Growth May 28, 2009 42.35 18.99 24.04 1.73 9,867.12

Fund Holdings as on 31-October-2024

  • ZF Commercial Vehicle Control Systems India Limited

  • Religare Enterprises Limited

  • FSN E-Commerce Ventures Limited

  • L&T Technology Services Limited

  • Star Health And Allied Insurance Company Limited

  • Samvardhana Motherson International Limited

  • Piramal Enterprises Limited

  • Dreamfolks Services Limited

  • One 97 Communications Limited

  • Fino Payments Bank Limited

  • Jana Small Finance Bank Limited

  • Barbeque Nation Hospitality Limited

  • HDFC Life Insurance Company Limited

  • Larsen & Toubro Limited

  • Titan Company Limited

  • PI Industries Limited

  • Mahindra & Mahindra Limited

  • Sun Pharmaceutical Industries Limited

  • Infosys Limited

  • HDFC Bank Limited

  • Net Receivables / (Payables)

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  • Auto Ancillary

  • Insurance

  • IT - Software

  • Finance - Investment

  • e-Commerce

  • Finance - NBFC

  • Bank - Private

  • Airport Management Services

  • Fintech

  • Restaurants

  • Engineering - Construction

  • Diamond & Jewellery

  • Pesticides & Agrochemicals

  • Automobiles - Passenger Cars

  • Pharmaceuticals & Drugs

  • 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 ₹1,924.61 crore. Motilal Oswal Focused Fund is benchmarked against BSE SENSEX - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Motilal Oswal Focused Fund ended down ₹-0.54(-1.15%)yesterday to ₹46.3978.

Among its top 3 holdings the fund has exposure to ZF Commercial Vehicle Control Systems India Limited, and

The Motilal Oswal Focused Fund is managed by Ajay Khandelwal and Santosh Singh.

Fund House Contact

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

022 40548002
amc@motilaloswal.com
022-22816161