Motilal Oswal Focused Fund Direct IDCW

Equity
Flexi Cap
Very High Risk
Payout
14.90%
3Y annualised
+0.26% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 11 Oct 2024₹27.42
Min. SIP amount₹500
Rating2
Fund size₹2,130.38Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Flexi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns36.9%14.9%18.8%16.6%
Category average37.6%16.0%20.3%NA
Rank with in category444944NA
Understand terms

Holdings (22)

NameSectorInstrumentAssets
FinancialEquity10.30%
InsuranceEquity9.67%
AutomobileEquity9.66%
AutomobileEquity9.39%
ServicesEquity8.79%
HealthcareEquity7.10%
TechnologyEquity6.43%
ServicesEquity5.39%
FinancialEquity3.28%
InsuranceEquity3.27%
See All

Pros and cons

Category: Equity Flexi Cap

Pros

Lower expense ratio: 0.9%
10Y annualised returns higher than category average by 0.62%

Cons

Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.90%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Fund house & investment objective

Fund house contact details

Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
NA
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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