Motilal Oswal Focused 25 Fund Regular Growth+0.32%

4
1.17%
1 Year Return
Equity
Focused
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Motilal Oswal Focused 25 Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.31%
NAV22.53 (07 Jul 2020)
Fund Started13 May 2013
Fund Size1,122 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Motilal Oswal Focused 25 Fund Regular Growth
1.2%
3.9%
6.3%
12.0%
Category Average
-16.9%
0.9%
7.0%
-
Rank within category
5
47
11
-
*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 1.2% 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 Bank Ltd.FinancialEquity8.9%
    Kotak Mahindra Bank Ltd.FinancialEquity7.8%
    Reliance Industries Ltd.EnergyEquity7.6%
    Avenue Supermarts Ltd.ServicesEquity7.6%
    HDFC Life Insurance Co Ltd.FinancialEquity7.4%
    Housing Development Finance Corpn. Ltd.FinancialEquity7.1%
    Abbott India Ltd.HealthcareEquity5.8%
    Container Corpn. Of India Ltd.ServicesEquity5.3%
    PI Industries Ltd.ChemicalsEquity5.0%
    Tata Consultancy Services Ltd.TechnologyEquity5.0%
    See All

    Fund Managers

    addAbhiroop Mukherjee
    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.
    Funds Managed
    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

    Motilal Oswal Focused 25 Fund Regular Growth Details

    Motilal Oswal Focused 25 Fund Regular Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,122 Cr and the Latest NAV as of 07 Jul 2020 is ₹22.53.

    The Motilal Oswal Focused 25 Fund Regular Growth 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

    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
    29 Dec 2009
    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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