MyWealthGrowth.com logo
HomeMutual Funds

Motilal Oswal Focused 25 Fund

Motilal Oswal Focused 25 Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

17.33

as on 23 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,174 today.

Invest Now

NAV Performance

Motilal Oswal Focused 25 Fund performance graph for last 3 years
Performance of Motilal Oswal Focused 25 Fund for last 3 Years

Fund Information

  • ₹ 34.388

    as on 23 Sep 2021
  • Regular - Growth

  • 10 / 22

  • ₹ 500

  • ₹ 1,747 Cr.

    as on 23 Sep 2021
  • 2.19%

    since 31 May 2021
  • 13 May 2013

  • Equity - Focused Fund

  • Nifty 50 TRI

  • motilal oswal mutual fund

    Show All Funds
  • Motilal Oswal Focused 25 Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges.

Highlights of this fund

Motilal Oswal Focused 25 Fund is an Open-ended Equity Fund. The fund belongs to Focused Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 13 May 2013. This fund is offered by one of the top AMC (Assets Management Company) motilal oswal mutual fund. You can also view here all other Equity funds offered by motilal oswal mutual fund.

Latest NAV of the fund is ₹ 34.388 as on 23 Sep 2021.

This fund has 8 years of track record. Since 31 May 2021 expense ratio of this fund is 2.19%. Ideally you shoulds compare this fund with the benchmark Nifty 50 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

To achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential.

List of Fund Managers of Motilal Oswal Focused 25 Fund

  • About Abhiroop Mukherjee

    Picture of Abhiroop MukherjeeMr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management. Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai.
  • About Siddharth Bothra

    Picture of Siddharth BothraMr Siddharth Bothra has a rich experience of more than 17 years in the field of research and investments. Prior to joining Motilal Oswal AMC he had an extensive stint with Motilal Oswal Securities Ltd. as a senior analyst in the institutional equities division covering various sectors. He is the fund manager of Motilal Oswal Focused 25 Fund. During his stint with Motilal Oswal Securities Ltd. Mr. Bothra won various recognitions such as the 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 Alchemy Share & Stocks and VCK Share & Stocks in the past. He holds an honors degree of MBA (Post Graduate Program) from ISB (Indian School of Business, Hyderabad), MBA International Student Exchange NYU Stern School of Business (New York) and B.Com (Honors).

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 11.85% 17.96% 30.11% 86.65% 32.59% 26.80% 19.40% 19.28% 67.92% 51.96% 38.75% 26.17% 19.71%
Category Average 8.19% 12.99% 22.93% 63.00% 25.68% 17.77% 14.81% 15.64% 56.33% 43.05% 30.30% 20.09% 16.56%
Motilal Oswal Focused 25 Fund 6.46%₹ 10,645 8.66%₹ 10,866 17.14%₹ 11,714 51.80%₹ 15,179 40.67%₹ 14,503 22.42%₹ 14,994 34.91%₹ 33,280 17.33%₹ 16,174 27.05%₹ 53,206 14.38%₹ 19,582 18.49%₹ 95,171 - -
IIFL Focused Equity Fund 8.80%₹ 10,880 16.40%₹ 11,640 26.70%₹ 12,670 69.14%₹ 16,913 63.24%₹ 15,799 32.27%₹ 17,509 50.13%₹ 37,668 26.80%₹ 20,427 38.75%₹ 62,092 18.31%₹ 23,190 26.17%₹ 1,14,583 - -
Axis Focused 25 Fund 11.85%₹ 11,185 17.96%₹ 11,796 28.95%₹ 12,894 69.16%₹ 16,916 65.25%₹ 15,912 27.88%₹ 16,363 47.05%₹ 36,763 20.59%₹ 17,564 34.49%₹ 58,753 19.40%₹ 24,275 24.08%₹ 1,08,972 - -
SBI Focused Equity Fund 9.78%₹ 10,978 15.55%₹ 11,554 30.11%₹ 13,010 71.17%₹ 17,117 67.68%₹ 16,048 29.07%₹ 16,671 46.59%₹ 36,630 21.66%₹ 18,036 34.03%₹ 58,395 17.73%₹ 22,624 23.64%₹ 1,07,822 18.61%₹ 55,177 19.71%₹ 3,39,309
Principal Focused Multicap Fund 6.97%₹ 10,696 11.54%₹ 11,153 24.21%₹ 12,421 67.41%₹ 16,741 58.93%₹ 15,556 29.76%₹ 16,848 45.76%₹ 36,386 21.14%₹ 17,805 33.53%₹ 58,014 16.18%₹ 21,171 22.49%₹ 1,04,881 16.04%₹ 44,301 17.40%₹ 2,99,423
ICICI Prudential Focused Equity Fund 8.22%₹ 10,822 14.72%₹ 11,471 24.35%₹ 12,434 63.71%₹ 16,371 62.20%₹ 15,741 30.36%₹ 17,006 48.36%₹ 37,147 16.03%₹ 15,641 32.81%₹ 57,466 13.85%₹ 19,137 20.93%₹ 1,00,986 15.03%₹ 40,598 15.84%₹ 2,75,258

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Focused 25 Fund as on 24 Sep 2021 are listed below:

  • Equity Holdings:

    99.22%
  • Debt Holdings:

    0.02%
  • Others Holdings:

    0.75%

Top Sector Holdings of Motilal Oswal Focused 25 Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 22.72% ₹ 397.07 Cr.
Computers - software 13.73% ₹ 239.88 Cr.
Motor cycles/scooters 9.01% ₹ 157.33 Cr.
Housing finance 8.95% ₹ 156.29 Cr.
Logistics solution provider 7.99% ₹ 154.97 Cr.
Others 37.60% -

Top Stock Holdings of Motilal Oswal Focused 25 Fund

Name of StocksHolding PercentageHolding Values in Crore
Bajaj Auto Ltd. 9.01% ₹ 157.33 Cr.
HDFC Bank Ltd. 8.97% ₹ 156.77 Cr.
Housing Development Finance Corporation Ltd. 8.95% ₹ 156.29 Cr.
Container Corporation Of India Ltd. 7.99% ₹ 139.54 Cr.
Tata Consultancy Services Ltd. 7.48% ₹ 130.63 Cr.
Others 57.60% -

Top Debt Instrument Type holdings of Motilal Oswal Focused 25 Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 0.02% ₹ .37 Cr.
Others 99.98% -

Top Debt Holdings of Motilal Oswal Focused 25 Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Britannia Industries Ltd. 0.02% ₹ .37 Cr.
Others 99.98%

Other Holdings

Holding TypeHolding Percentage
TREPS 0.97%
Net Receivables -0.22%