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

Motilal Oswal Focused 25 Fund Direct Growth

Equity
Focused
Very High Risk
38.77%
1Y return
-0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹34.95
Min. SIP Amount₹500
Rating4star
Fund Size₹1,746.92 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns38.8%13.1%14.5%16.5%
Category average48.0%13.9%14.2%NA
Rank with in category56135NA
Understand termsinfo

Holdings (20)

NameSectorInstrumentAssets
Bajaj Auto LtdAutomobileEquity9.0%
HDFC Bank Ltd.FinancialEquity9.0%
Housing Development Finance Corpn. Ltd.FinancialEquity8.9%
Container Corporation Of India Ltd.
ServicesEquity8.0%
Tata Consultancy Services Ltd.TechnologyEquity7.5%
ICICI Bank Ltd.FinancialEquity7.4%
Kotak Mahindra Bank Ltd.FinancialEquity6.3%
Infosys Ltd.TechnologyEquity6.3%
ABB India Ltd.
EngineeringEquity4.8%
HDFC Life Insurance Co Ltd.FinancialEquity4.6%
See All

Pros and cons

Category: Equity Focused

Pros

  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns

Cons

  • 1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 0.95%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 15 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo

Minimum investment amounts

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

Fund management

Abhiroop Mukherjee
Apr 2013 - Present
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Siddharth Bothra
Nov 2016 - Present
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Fund house & investment objective

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Fund house contact details

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