Motilal Oswal Focused Fund Regular IDCW

Equity
Focused
Very High Risk
Payout
19.35%
3Y annualised
+1.41% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Mar 2023₹16.06
Min. SIP amountNot Supported
Rating2
Fund size₹1,643.56Cr

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 Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns0.6%19.4%8.9%12.3%
Category average-1.6%25.4%11.0%NA
Rank with in category269973NA
Understand terms

Holdings (29)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity10.4%
ICICI Bank Ltd.FinancialEquity7.6%
ABB India Ltd.Capital GoodsEquity6.9%
Infosys Ltd.TechnologyEquity6.0%
Abbott India Ltd.HealthcareEquity5.0%
Avenue Supermarts Ltd.ServicesEquity4.3%
Vedant Fashions Ltd.ServicesEquity4.2%
Container Corporation Of India Ltd.ServicesEquity4.1%
State Bank of IndiaFinancialEquity3.9%
Reliance Industries Ltd.EnergyEquity3.8%
See All

Expense ratio, exit load and tax

Expense ratio: 2.18%

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 terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Siddharth Bothra
Nov 2016 - Present
View details

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

Rakesh Shetty
Nov 2022 - Present
View details

Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Also manages these schemes

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
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,

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