Name: Motilal Oswal Focused 25 Fund Direct Growth
Brand: Motilal Oswal Mutual Fund

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Motilal Oswal Focused 25 Fund Direct Growth
Equity
Focused
Very High Risk
22.60%
3Y annualised
-0.41% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 19 Oct 2021₹38.53
Min. SIP amount₹500
Rating4star
Fund size₹1,832.25 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns43.5%22.6%16.0%17.3%
Category average48.0%13.9%14.2%NA
Rank with in category681330NA
Understand termsinfo
Holdings (20)NameSectorInstrumentAssets
HDFC Bank Ltd.
FinancialEquity9.4%
Housing Development Finance Corpn. Ltd.
FinancialEquity9.4%
Bajaj Auto Ltd
AutomobileEquity9.2%
Tata Consultancy Services Ltd.
TechnologyEquity9.0%
ICICI Bank Ltd.
FinancialEquity7.8%
Container Corporation Of India Ltd.
ServicesEquity7.7%
Kotak Mahindra Bank Ltd.
FinancialEquity6.7%
ABB India Ltd.
EngineeringEquity5.5%
HDFC Life Insurance Co Ltd.
FinancialEquity4.5%
Infosys Ltd.
TechnologyEquity4.0%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and consinfo
Category: Equity Focused
thumb_up_altPros
3Y and 5Y annualised returns higher than category average
Lower expense ratio: 0.94%
thumb_down_altCons
1Y annualised returns lower than category average by 2.64%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Sep 2021 - Present
0.94%
31 Aug 2021 - 30 Sep 2021
0.94%
31 Jul 2021 - 31 Aug 2021
0.95%
30 Jun 2021 - 31 Jul 2021
0.95%
31 May 2021 - 30 Jun 2021
0.95%
30 Apr 2021 - 31 May 2021
0.99%
31 Mar 2021 - 30 Apr 2021
1.00%
28 Feb 2021 - 31 Mar 2021
0.98%
31 Jan 2021 - 28 Feb 2021
0.99%
31 Dec 2020 - 31 Jan 2021
1.00%
30 Nov 2020 - 31 Dec 2020
1.01%
31 Oct 2020 - 30 Nov 2020
1.04%
30 Sep 2020 - 31 Oct 2020
0.89%
31 Aug 2020 - 30 Sep 2020
0.85%
31 Jul 2020 - 31 Aug 2020
0.86%
30 Jun 2020 - 31 Jul 2020
0.88%
31 May 2020 - 30 Jun 2020
0.91%
30 Apr 2020 - 31 May 2020
0.98%
31 Mar 2020 - 30 Apr 2020
1.02%
29 Feb 2020 - 31 Mar 2020
0.90%
31 Jan 2020 - 29 Feb 2020
1.00%
31 Dec 2019 - 31 Jan 2020
1.02%
30 Nov 2019 - 31 Dec 2019
0.98%
31 Oct 2019 - 30 Nov 2019
1.03%
30 Sep 2019 - 31 Oct 2019
1.18%
31 Aug 2019 - 30 Sep 2019
1.17%
31 Jul 2019 - 31 Aug 2019
1.20%
30 Jun 2019 - 31 Jul 2019
1.14%
31 May 2019 - 30 Jun 2019
0.96%
30 Apr 2019 - 31 May 2019
0.95%
31 Mar 2019 - 30 Apr 2019
1.17%
28 Feb 2019 - 31 Mar 2019
0.98%
31 Jan 2019 - 28 Feb 2019
0.91%
31 Dec 2018 - 31 Jan 2019
0.91%
30 Nov 2018 - 31 Dec 2018
0.92%
31 Oct 2018 - 30 Nov 2018
1.15%
30 Sep 2018 - 31 Oct 2018
1.36%
31 Aug 2018 - 30 Sep 2018
1.15%
30 Jun 2018 - 31 Aug 2018
1.15%
31 May 2018 - 30 Jun 2018
1.29%
30 Apr 2018 - 31 May 2018
1.30%
31 Mar 2018 - 30 Apr 2018
1.29%
28 Feb 2018 - 31 Mar 2018
1.28%
31 Jan 2018 - 28 Feb 2018
1.33%
31 Dec 2017 - 31 Jan 2018
1.32%
30 Nov 2017 - 31 Dec 2017
1.32%
31 Oct 2017 - 30 Nov 2017
1.32%
Expense ratio, exit load and taxExpense ratio: 0.94%Inclusive of GST
Exit loadExit load of 1% if redeemed within 15 days
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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. 
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500
Fund managementAbhiroop Mukherjee
Apr 2013 - Present
View details
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Education
Mr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management.
Experience
Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai.
Also manages these schemes
Motilal Oswal Focused 25 Fund Regular Growth
Motilal Oswal Focused 25 Fund Regular IDCW
Motilal Oswal Focused 25 Fund Direct Growth
Motilal Oswal Focused 25 Fund Direct IDCW
Motilal Oswal Ultra Short Term Fund Regular Growth
Motilal Oswal Ultra Short Term Fund Direct Growth
Motilal Oswal Ultra Short Term Fund Regular IDCW Daily
Motilal Oswal Ultra Short Term Fund Regular IDCW Quarterly
Motilal Oswal Ultra Short Term Fund Direct IDCW Weekly
Motilal Oswal Ultra Short Term Fund Direct IDCW Monthly
Motilal Oswal Ultra Short Term Fund Regular IDCW Weekly
Motilal Oswal Ultra Short Term Fund Direct IDCW Fortnightly
Motilal Oswal Ultra Short Term Fund Direct IDCW Quarterly
Motilal Oswal Ultra Short Term Fund Regular IDCW Fortnightly
Motilal Oswal Ultra Short Term Fund Regular IDCW Monthly
Motilal Oswal Ultra Short Term Fund Direct IDCW Daily
Motilal Oswal Equity Hybrid Fund Direct Growth
Motilal Oswal Equity Hybrid Fund Regular Growth
Motilal Oswal Nasdaq 100 FOF Regular Growth
Motilal Oswal Nasdaq 100 FOF Direct Growth
Motilal Oswal Liquid Fund Direct Growth
Motilal Oswal Liquid Fund Regular Growth
Motilal Oswal Liquid Fund Direct IDCW Quarterly
Motilal Oswal Liquid Fund Regular IDCW Quarterly
Motilal Oswal Liquid Fund Direct IDCW Monthly
Motilal Oswal Liquid Fund Regular IDCW Weekly
Motilal Oswal Liquid Fund Regular IDCW Daily
Motilal Oswal Liquid Fund Direct IDCW Daily
Motilal Oswal Liquid Fund Direct IDCW Weekly
Motilal Oswal Large and Midcap Fund Regular Growth
Motilal Oswal Large and Midcap Fund Regular IDCW
Motilal Oswal Large and Midcap Fund Direct Growth
Motilal Oswal Large and Midcap Fund Direct IDCW
Motilal Oswal S&P 500 Index Fund Direct Growth
Motilal Oswal S&P 500 Index Fund Regular Growth
Motilal Oswal Multi Asset Fund Direct Growth
Motilal Oswal Multi Asset Fund Regular Growth
Motilal Oswal Asset Allocation Passive FoF Aggressive Direct Growth
Motilal Oswal Asset Allocation Passive FoF Aggressive Regular Growth
Motilal Oswal Asset Allocation Passive FoF Conservative Regular Growth
Motilal Oswal Asset Allocation Passive FoF Conservative Direct Growth
Motilal Oswal 5 Year G Sec FoF Direct Growth
Motilal Oswal 5 Year G Sec FoF Regular Growth
Gautam Sinha Roy
Dec 2016 - Present
View details
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Education
Mr. Roy is MBA, Bachelor of Engineering & CFA
Experience
Has been with Motilal Oswal AMC for the last four years as a Fund Manager.
Also manages these schemes
Motilal Oswal Focused 25 Fund Regular Growth
Motilal Oswal Focused 25 Fund Regular IDCW
Motilal Oswal Focused 25 Fund Direct Growth
Motilal Oswal Focused 25 Fund Direct IDCW
Motilal Oswal Flexi Cap Fund Direct Growth
Motilal Oswal Flexi Cap Fund Direct IDCW
Motilal Oswal Flexi Cap Fund Regular Growth
Motilal Oswal Flexi Cap Fund Regular IDCW
Motilal Oswal Long Term Equity Fund Regular IDCW
Motilal Oswal Long Term Equity Fund Direct IDCW
Motilal Oswal Long Term Equity Fund Regular Growth
Motilal Oswal Long Term Equity Fund Direct Growth
Motilal Oswal Dynamic Fund Regular IDCW Yearly
Motilal Oswal Dynamic Fund Direct IDCW Quarterly
Motilal Oswal Dynamic Fund Direct IDCW Yearly
Motilal Oswal Dynamic Fund Regular Growth
Motilal Oswal Dynamic Fund Regular IDCW Quarterly
Motilal Oswal Dynamic Fund Direct Growth
Siddharth Bothra
Nov 2016 - Present
View details
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Education
Mr. Bothra has done his Post Graduate Program (PGP) from Indian School of Business (ISB), Hyderabad, which included an international MBA exchange program with NYU Stern Leonard N. Stern School of Business, New York.
Experience
Prior to joining Motilal Oswal AMC he had an extensive stint with Motilal Oswal Securities ltd. as senior analyst in the institutional equities division covering various sectors. During his stint with Motilal Oswal Securities ltd. Mr. Bothra won various recognition such as: ZEE Business TV - India's Best Analyst Awards 2009 Infrastructure, ET Reuters Starmine Awards No.1 Earnings Estimator 2009 Real Estate & No. 2 Stock Picker 2010 Real Estate. Mr. Bothra has also worked with broking outfits like Achemy Share & Stocks and VCK Share & Stocks in the past.
Also manages these schemes
Motilal Oswal Focused 25 Fund Regular Growth
Motilal Oswal Focused 25 Fund Regular IDCW
Motilal Oswal Focused 25 Fund Direct Growth
Motilal Oswal Focused 25 Fund Direct IDCW
Motilal Oswal Flexi Cap Fund Direct Growth
Motilal Oswal Flexi Cap Fund Direct IDCW
Motilal Oswal Flexi Cap Fund Regular Growth
Motilal Oswal Flexi Cap Fund Regular IDCW
Motilal Oswal Dynamic Fund Regular IDCW Yearly
Motilal Oswal Dynamic Fund Direct IDCW Quarterly
Motilal Oswal Dynamic Fund Direct IDCW Yearly
Motilal Oswal Dynamic Fund Regular Growth
Motilal Oswal Dynamic Fund Regular IDCW Quarterly
Motilal Oswal Dynamic Fund Direct Growth
Motilal Oswal Equity Hybrid Fund Direct Growth
Motilal Oswal Equity Hybrid Fund Regular Growth
Motilal Oswal Multi Asset Fund Direct Growth
Motilal Oswal Multi Asset Fund Regular Growth
Fund house & investment objective
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Motilal Oswal Mutual Fund
Rank (total assets)#19 in India
Total AUM25,401.41 Cr
Date of Incorporation29 Dec 2009
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 in
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 29 Dec 2009. 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 ₹25,401 Cr and the Latest NAV as of 19 Oct 2021 is ₹38.53.
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...Read more
Investment Objective
The Scheme seeks to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and grow
The Scheme seeks to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential.
...Read more
Fund benchmarkNIFTY 50 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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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
E-mail
[email protected]
Website
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,
Email
[email protected]
Website
www.karvymfs.com
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Motilal Oswal Focused 25 Fund Direct Growth
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	1Y	3Y	5Y	All
Fund returns	43.5%	22.6%	16.0%	17.3%
Category average	48.0%	13.9%	14.2%	NA
Rank with in category	68	13	30	NA

Name	Sector	Instrument	Assets
HDFC Bank Ltd.	Financial	Equity	9.4%
Housing Development Finance Corpn. Ltd.	Financial	Equity	9.4%
Bajaj Auto Ltd	Automobile	Equity	9.2%
Tata Consultancy Services Ltd.	Technology	Equity	9.0%
ICICI Bank Ltd.	Financial	Equity	7.8%
Container Corporation Of India Ltd.	Services	Equity	7.7%
Kotak Mahindra Bank Ltd.	Financial	Equity	6.7%
ABB India Ltd.	Engineering	Equity	5.5%
HDFC Life Insurance Co Ltd.	Financial	Equity	4.5%
Infosys Ltd.	Technology	Equity	4.0%

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

Rating	4
Fund size	₹1,832.25 Cr

Rank (total assets)	#19 in India
Total AUM	25,401.41 Cr