Motilal Oswal Focused 25 Fund Regular Dividend-0.30%

4Groww
16.33%
1 Year Return
Equity
Focused
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Motilal Oswal Focused 25 Fund Regular Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.20%
NAV17.16 (06 Dec 2019)
Fund Started13 May 2013
Fund Size1,184 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Motilal Oswal Focused 25 Fund Regular Dividend
16.3%
12.7%
9.3%
14.0%
Category Average
0.2%
8.6%
11.1%
-
Rank within category
13
50
6
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 16.3% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Higher expense ratio
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Life Insurance Co Ltd.FinancialEquity10.3%
    HDFC Bank Ltd.FinancialEquity10.2%
    ICICI Bank Ltd.FinancialEquity8.7%
    Tata Consultancy Services Ltd.TechnologyEquity7.9%
    Container Corpn. Of India Ltd.ServicesEquity6.9%
    Avenue Supermarts Ltd.ServicesEquity6.7%
    Kotak Mahindra Bank Ltd.FinancialEquity6.2%
    Larsen & Toubro Ltd.ConstructionEquity5.9%
    Abbott India Ltd.HealthcareEquity4.3%
    ABB Ltd.EngineeringEquity4.2%
    See All

    Fund Managers

    addSiddharth Bothra
    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
    Mr Siddharth Bothra has a rich experience of more than 13 years in the field of research and investments. Prior to joining Motilal Oswal AMC hehad 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.
    Funds Managed

    Other Details

    Motilal Oswal Focused 25 Fund Regular Dividend is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was introduced 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.The fund currently has an Asset Under Management(AUM) of ₹1,184 Cr and the Latest NAV as of 06 Dec 2019 is ₹17.16.

    The Motilal Oswal Focused 25 Fund Regular Dividend is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed within 15 days.

    Investment Objective

    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.

    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

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    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
    28 Dec 2009
    Motilal Oswal Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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