Motilal Oswal Focused 25 Fund - Regular - Growth+0.1%

-1.5%
1 Year Return
Equity
Focused
4.0 star
1Y
3Y
5Y

Fund Details

Motilal Oswal Focused 25 Fund - Regular - Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.33%
NAV20.8 (14-Dec-2018)
Fund Started13-May-2013
Fund Size945 Cr

Returns

Fund
1Y
3Y
5Y
Motilal Oswal Focused 25 Fund - Regular - Growth
-1.5%
11.0% p.a
15.3% p.a

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -1.5% annual returns

    Comparison

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

    Top 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    HDFC Bank Ltd.9.5%Financial ServicesEquityLarge Cap105.1
    Kotak Mahindra Bank Ltd.7.1%Financial ServicesEquityLarge Cap78.3
    Maruti Suzuki India Ltd.7.0%AutomobileEquityLarge Cap76.9
    Tata Consultancy Services Ltd.6.5%ITEquityLarge Cap71.9
    ICICI Lombard General Insurance Company Ltd.5.5%Financial ServicesEquityLarge Cap60.4
    Housing Development Finance Corporation Ltd.5.5%Financial ServicesEquityLarge Cap60.2
    HDFC Standard Life Insurance Co. Ltd.5.4%Financial ServicesEquityLarge Cap59.4
    ABB India Ltd.5.3%Industrial ManufacturingEquityLarge Cap58.0
    Eicher Motors Ltd.4.3%AutomobileEquityLarge Cap47.6
    Britannia Industries Ltd.3.9%Consumer GoodsEquityLarge Cap42.9
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    About Motilal Oswal Mutual Fund

    Motilal Oswal Mutual Fund started their mutual fund on 29/12/2009 and its managing total assets of ₹12,967 Cr. Its ranked at 19 as per total assets at end of 30th Sep 2017.

    Motilal Oswal Asset Management Company Ltd. is the appointed Investment Manager to Motilal Oswal Mutual Fund. It was established on 29th December, 2009 and the AMC is registered with SEBI under SEBI (Portfolio Managers) Regulations. Motilal Oswal is one of the most trusted brands in the Indian financial industry and the asset management company provides an array of mutual fund schemes ranging from debt, equity and hybrid.

    What makes Motilal Oswal stand out is its investment philosophy, whose aim is, "Buy Right: Sit Tight". The AMC has certain primary objectives such as doing quality business and maintaining strong business ethics. They also target to increase the competitive advantage of the business.

    They believe in the concept of 'buy and hold', which means, buying the right securities and holding on to them so that investors can be benefited from them in the long-term.

    Launch Date28 Dec 2009
    AddressMotilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumba Mumbai 400025
    Assets12,967 Cr
    SponsorNA
    Phone022-39804263
    Emailmfservice@motilaloswal.com
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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