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Home Mutual FundsEquityFocused FundMotilal Oswal Focused 25 Fund

Motilal Oswal Focused 25 Fund

The fund details shown here are of the Growth Plan option and belongs to the Equity, Focused Fund category.

The NAV for Motilal Oswal Focused 25 Fund Fund is 38.112 as of 08 May 2025. NAV or Net Asset Value, is a crucial metric in the context of mutual funds. It represents the per - unit market value of a mutual fund scheme. NAV is calculated by the fund house on every business day and is a key factor in determining the value of an investor's holdings in the mutual fund.

This fund has given 8.62% annualized return for the last 3 years.

Motilal Oswal Focused 25 Fund has 1 Star Rating at present. The present riskometer shown below is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Fund Information

  • As of 28 Feb 2025, fund size of Motilal Oswal Focused 25 Fund is 1,306.57 Cr.

  • Motilal Oswal Focused 25 Fund shown here is of Growth plan.

  • The Total Expense Ratio (TER) of the fund is 2.18%. The Total Expense Ratio (TER) is a measure that represents the total costs associated with managing and operating a mutual fund as a percentage of its average Assets under Management (AUM). It provides an insight into the overall expenses they will incur by investing in the fund.

  • Motilal Oswal Focused 25 Fund is an Equity oriented mutual fund in the - Focused Fund category.

  • NIFTY 500 TRI is the benchmark for Motilal Oswal Focused 25 Fund. A benchmark for a mutual fund serves as a standard for performance comparison, helping investors assess how well the fund is meeting its objectives and how it fares against relevant market indicators. Investors often compare the fund's performance with the benchmark as well as its peers.

  • The inception date of a mutual fund refers to the date when the fund was first established and began operations. It is the starting point from which the fund's performance, returns, and other key metrics are calculated. The fund was started on 05 May 2013 as at present it is 12 years old fund.

  • Name of the AMC is Motilal Oswal Mutual Funds. Click here to know more about Motilal Oswal Mutual Funds.

Fund Managed By

Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. Motilal Oswal Focused 25 Fund managed by following fund manager(s);

Riskometer

Investors understand that their principal
will be at Very High risk

How does the Return Comparison of the Motilal Oswal Focused 25 Fund fare against peer funds in the Focused fund category?

Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by Motilal Oswal Focused 25 Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Equity, Focused fund category these peer funds belongs to.

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 8.08% 4.09% 0.58% 15.44% 34.37% 24.73% 31.38% 15.36%
Category Average 6.00% -0.10% -4.42% 6.62% 19.99% 16.72% 22.96% 13.04%
Motilal Oswal Focused 25 Fund 4.60% -7.92% -18.80% -7.56% 6.63% 8.62% 13.74% 9.35%
HDFC Focused 30 Fund 5.74% 3.21% 0.45% 15.44% 26.60% 24.73% 31.38% 14.49%
ICICI Prudential Focused Equity Fund 7.02% 4.09% 0.58% 13.92% 27.52% 23.26% 28.14% 14.34%
Invesco India Focused 20 Equity Fund 6.37% -0.11% -5.48% 10.32% 34.37% 23.07% - -
Mahindra Manulife Focused Fund 5.47% 1.28% -1.78% 5.24% 24.44% 20.55% - -
JM Core 11 Fund 3.89% -3.09% -9.06% -0.60% 21.93% 19.96% 22.63% 12.54%

Fund Portfolio Details

Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of Motilal Oswal Focused 25 Fund are shown below;

Equity 87.76%

Debt 0.00%

Others 12.23%

Top Equity Holdings

Name of the EquityHolding Percentage
RELIGARE ENTERPRISES LTD. 9.77%
PIRAMAL ENTERPRISES LTD. 8.68%
ZF Commercial Vehicle Control Systems India Ltd 6.75%
L&T Technology Services Ltd 5.62%
One 97 Communications Ltd 5.37%
Others 63.81%
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Allocation by Sector

Name of the SectorHolding Percentage
Financial Services 40.38%
Financial 19.74%
N/A 12.24%
Automobile and Auto Components 11.86%
Capital Goods 10.62%
Others 5.16%
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Portfolio Holdings shown is as of 28 Feb 2025