Home>Mutual Funds>Motilal Oswal Mutual Fund>Motilal Oswal Focused 25 Fund Direct Growth
shareSHARE

Motilal Oswal Focused 25 Fund Direct Growth-3.35%

48.55%
1 Year Return
Equity
Large Cap
5.0star
6M
1Y
3Y
5Y
All

Fund Details

Motilal Oswal Focused 25 Fund Direct Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio0.98%
NAV₹32.53 (13 Apr 2021)
Fund Started13 May 2013
Fund Size1,618 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
48.5%
12.7%
16.1%
16.7%
Category Average
54.6%
10.9%
13.7%
-
Rank Within Category
49
11
4
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 48.5% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity9.9%
Housing Development Finance Corpn. Ltd.FinancialEquity8.8%
Tata Consultancy Services Ltd.TechnologyEquity7.6%
ICICI Bank Ltd.FinancialEquity7.6%
Kotak Mahindra Bank Ltd.FinancialEquity7.1%
Infosys Ltd.TechnologyEquity6.9%
Container Corpn. Of India Ltd.ServicesEquity6.9%
HDFC Life Insurance Co Ltd.FinancialEquity5.2%
PI Industries Ltd.ChemicalsEquity4.8%
Shree Cement Ltd.ConstructionEquity4.3%
See All

Fund Managers

Abhiroop Mukherjee
keyboard_arrow_down
Siddharth Bothra
keyboard_arrow_down

Motilal Oswal Focused 25 Fund Direct Growth Details

Motilal Oswal Focused 25 Fund Direct Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 13 May 2013. Abhiroop Mukherjee, Gautam Sinha Roy, Siddharth Bothra is the Current Fund Manager of Motilal Oswal Focused 25 Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,618 Cr and the Latest NAV as of 13 Apr 2021 is ₹32.53.

The Motilal Oswal Focused 25 Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed within 15 days

Investment Objective

The Scheme seeks to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹500
Min for First Investment
₹500
Min for Second Investment
Exit load of 1% if redeemed within 15 days
Exit Load

Compare Funds

Motilal Oswal Focused 25 Fund Direct Growth
VS
search

About Motilal Oswal Mutual Fund

Address
Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumba Mumbai 400025
Phone
022-39804263
Launch Date
29 Dec 2009
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,
Loading...
Similar Funds
ⓒ 2016-2021 Groww. All rights reserved, Built with in India