Fund Performance
Lumpsum
SIP
12.94
as on 07 Dec 20233 Years
Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,406 today.
NAV Performance
Fund Information
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₹ 39.297
as on 07 Dec 2023 -
Regular - Growth
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9 / 22
-
₹ 500
-
₹ 1,638 Cr.
as on 31 May 2023 -
2.1%
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13 May 2013
-
Nifty 500 TRI
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Motilal Oswal Mutual Fund
Show All Funds -
Motilal Oswal Focused 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 ₹ 39.297 as on 07 Dec 2023.
This fund has 10 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.1%. Ideally you shoulds compare this fund with the benchmark Nifty 500 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
The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential.
List of Fund Managers of Motilal Oswal Focused 25 Fund
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About Ankush Sood
Mr. Sood is a B.Tech, MBA (Tech) He has prior experience prominently in Institutional Sales Trading Function.
He has been associated with Motilal Oswal Financial Services Limited wherein he was primarily responsible for Servicing Domestic & Foreign Institutional Clients.
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About Rakesh Shetty
Mr. Shetty has done B.Com 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.
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About Siddharth Bothra
Mr 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 Very 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 | 10.79% | 9.31% | 24.57% | 26.26% | 22.86% | 29.80% | 22.54% | 19.93% | 42.77% | 28.05% | 26.33% | 24.56% | 17.46% |
| Category Average | 6.89% | 5.55% | 15.13% | 17.59% | 11.75% | 18.23% | 16.41% | 15.79% | 31.13% | 19.87% | 16.59% | 18.44% | 14.57% |
| Motilal Oswal Focused 25 Fund | 6.68%₹ 10,668 | 5.43%₹ 10,542 | 13.19%₹ 11,318 | 14.89%₹ 11,488 | 27.55%₹ 13,719 | 9.48%₹ 11,985 | 17.74%₹ 28,574 | 12.94%₹ 14,406 | 13.06%₹ 43,739 | 13.87%₹ 19,154 | 14.71%₹ 86,730 | 14.28%₹ 38,026 | 12.77%₹ 2,33,446 |
| 360 One Focused Equity Fund | 7.62%₹ 10,761 | 6.34%₹ 10,634 | 16.73%₹ 11,673 | 22.58%₹ 12,257 | 33.57%₹ 14,079 | 13.33%₹ 12,843 | 22.90%₹ 29,956 | 20.83%₹ 17,639 | 19.21%₹ 47,741 | 22.54%₹ 27,640 | 22.12%₹ 1,03,914 | - | - |
| ICICI Prudential Focused Equity Fund | 8.49%₹ 10,848 | 7.24%₹ 10,723 | 17.54%₹ 11,754 | 22.03%₹ 12,202 | 34.92%₹ 14,160 | 15.80%₹ 13,410 | 24.03%₹ 30,262 | 22.86%₹ 18,543 | 20.54%₹ 48,636 | 18.83%₹ 23,700 | 21.81%₹ 1,03,141 | 14.93%₹ 40,246 | 15.49%₹ 2,70,177 |
| Franklin India Focused Equity Fund | 7.21%₹ 10,720 | 5.93%₹ 10,592 | 15.63%₹ 11,562 | 17.32%₹ 11,731 | 29.72%₹ 13,850 | 14.60%₹ 13,133 | 21.39%₹ 29,549 | 23.17%₹ 18,686 | 19.10%₹ 47,666 | 18.50%₹ 23,373 | 21.12%₹ 1,01,432 | 18.51%₹ 54,736 | 16.22%₹ 2,80,916 |
| Nippon India Focused Equity Fund | 7.77%₹ 10,777 | 6.30%₹ 10,629 | 17.89%₹ 11,788 | 18.77%₹ 11,877 | 34.60%₹ 14,141 | 15.02%₹ 13,230 | 22.15%₹ 29,754 | 23.42%₹ 18,798 | 19.17%₹ 47,714 | 18.49%₹ 23,363 | 21.75%₹ 1,02,993 | 19.60%₹ 59,959 | 16.45%₹ 2,84,486 |
| Principal Focused Multicap Fund | 6.61%₹ 10,661 | 4.93%₹ 10,493 | 14.02%₹ 11,401 | 16.28%₹ 11,627 | 27.60%₹ 13,722 | 9.36%₹ 11,959 | 17.85%₹ 28,603 | 18.64%₹ 16,698 | 15.23%₹ 45,124 | 16.70%₹ 21,651 | 18.29%₹ 94,686 | 15.53%₹ 42,425 | 14.86%₹ 2,61,175 |
Portfolio Holdings
Top Sector Holdings of Motilal Oswal Focused 25 Fund
| Name of Sector | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Banks | 21.64% | ₹ 381.12 Cr. |
| Power equipment | 7.09% | ₹ 142.12 Cr. |
| E-retail/ e-commerce | 7.20% | ₹ 126.80 Cr. |
| Pharmaceuticals | 7.06% | ₹ 124.37 Cr. |
| Speciality retail | 5.31% | ₹ 93.49 Cr. |
| Others | 51.70% | - |
Top Stock Holdings of Motilal Oswal Focused 25 Fund
| Name of Stocks | Holding Percentage | Holding Values in Crore |
|---|---|---|
| HDFC Bank Ltd. | 8.77% | ₹ 154.49 Cr. |
| Zomato Ltd. | 7.20% | ₹ 126.80 Cr. |
| ABB India Ltd. | 7.09% | ₹ 124.87 Cr. |
| Abbott India Ltd. | 7.06% | ₹ 124.37 Cr. |
| ICICI Bank Ltd. | 6.47% | ₹ 113.94 Cr. |
| Others | 63.41% | - |
Top Debt Instrument Type holdings of Motilal Oswal Focused 25 Fund
| Instrument Type | Holding Percentage | Holding Values in Crore |
|---|---|---|
| NCD & Bonds | 0.02% | ₹ .37 Cr. |
| Others | 99.98% | - |
Top Debt Holdings of Motilal Oswal Focused 25 Fund
| Name of Debt Instrument | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Bond - Britannia Industries Ltd. | 0.02% | ₹ .37 Cr. |
| Others | 99.98% |
Other Holdings
| Holding Type | Holding Percentage |
|---|---|
| Net Receivables | 0.45% |