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Motilal Oswal Focused 25 Fund

Motilal Oswal Focused 25 Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

12.94

as on 07 Dec 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,406 today.

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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

  • ₹ 39.297

    as on 07 Dec 2023
  • Regular - Growth

  • 9 / 22

  • ₹ 500

  • ₹ 1,638 Cr.

    as on 31 May 2023
  • 2.1%

  • 13 May 2013

  • Equity - Focused Fund

  • Nifty 500 TRI

  • 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

  • About Ankush Sood

    Picture of Ankush SoodMr. 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.
  • About Rakesh Shetty

    Picture of Rakesh ShettyMr. 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.
  • 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 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

Portfolio holdings pattern of Motilal Oswal Focused 25 Fund as on 08 Dec 2023 are listed below:

  • Equity Holdings:

    99.54%
  • Debt Holdings:

    0.02%
  • Others Holdings:

    0.45%

Top Sector Holdings of Motilal Oswal Focused 25 Fund

Name of SectorHolding PercentageHolding 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 StocksHolding PercentageHolding 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 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
Net Receivables 0.45%