| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.28% |
| NAV | ₹15.79 (13 Aug 2020) |
|---|---|
| Fund Started | 13 May 2013 |
| Fund Size | ₹1,240 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 8.3% |
| Reliance Industries Ltd. | Energy | Equity | 8.3% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 7.9% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 7.5% |
| HDFC Life Insurance Co Ltd. | Financial | Equity | 7.5% |
| Tata Consultancy Services Ltd. | Technology | Equity | 6.0% |
| Container Corpn. Of India Ltd. | Services | Equity | 5.5% |
| PI Industries Ltd. | Chemicals | Equity | 5.2% |
| Abbott India Ltd. | Healthcare | Equity | 4.6% |
| ICICI Bank Ltd. | Financial | Equity | 4.1% |
Motilal Oswal Focused 25 Fund Regular Dividend 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 Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹1,240 Cr and the Latest NAV as of 13 Aug 2020 is ₹15.79.
The Motilal Oswal Focused 25 Fund Regular Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed within 15 days
The investment objective of the Scheme is to achieve long term capital appreciation byinvesting in upto 25 companies with long term sustainable competitive advantage andgrowth potential.However, there can be no assurance or guarantee that the investment objective of theScheme would be achieved.
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.