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Motilal Oswal Focused 25 Fund

Motilal Oswal Focused 25 Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

9.31

as on 23 Jun 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,070 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

  • ₹ 29.067

    as on 23 Jun 2022
  • Regular - Growth

  • 12 / 22

  • ₹ 500

  • ₹ 1,755 Cr.

    as on 31 Dec 2021
  • 2.2%

  • 13 May 2013

  • Equity - Focused Fund

  • Nifty 500 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 ₹ 29.067 as on 23 Jun 2022.

This fund has 9 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.2%. 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

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 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 -1.35% -3.54% 8.49% 24.49% 30.95% 17.01% 17.27% 17.71% 0.83% 20.77% 20.46% 14.73% 15.13%
Category Average -3.44% -9.13% -10.31% -0.62% 21.77% 11.66% 10.02% 14.18% -15.92% 6.84% 12.35% 10.63% 12.30%
Motilal Oswal Focused 25 Fund -1.35%₹ 9,865 -4.83%₹ 9,516 -9.56%₹ 9,044 -8.15%₹ 9,184 -15.91%₹ 10,942 15.73%₹ 13,394 1.26%₹ 24,316 9.31%₹ 13,070 7.67%₹ 40,419 7.99%₹ 14,692 8.26%₹ 73,891 - -
SBI Focused Equity Fund -3.19%₹ 9,681 -11.26%₹ 8,873 -17.49%₹ 8,250 -1.78%₹ 9,822 -19.42%₹ 10,701 21.52%₹ 14,766 6.91%₹ 25,746 12.86%₹ 14,389 12.55%₹ 43,416 12.62%₹ 18,120 12.19%₹ 81,478 16.25%₹ 45,141 14.30%₹ 2,53,385
IIFL Focused Equity Fund -3.59%₹ 9,641 -10.99%₹ 8,901 -14.58%₹ 8,541 -1.36%₹ 9,864 -19.46%₹ 10,699 24.66%₹ 15,540 6.61%₹ 25,667 15.70%₹ 15,507 14.40%₹ 44,587 13.41%₹ 18,764 14.73%₹ 86,749 - -
Principal Focused Multicap Fund -3.93%₹ 9,606 -12.52%₹ 8,748 -13.78%₹ 8,621 -4.88%₹ 9,512 -20.02%₹ 10,659 22.13%₹ 14,916 5.56%₹ 25,400 13.27%₹ 14,546 12.61%₹ 43,454 10.87%₹ 16,759 11.82%₹ 80,737 13.69%₹ 36,109 12.44%₹ 2,29,447
Nippon India Focused Equity Fund -3.37%₹ 9,663 -7.84%₹ 9,216 -6.50%₹ 9,350 1.76%₹ 10,176 -11.13%₹ 11,266 30.95%₹ 17,146 13.89%₹ 27,551 13.88%₹ 14,783 19.00%₹ 47,598 10.06%₹ 16,156 13.61%₹ 84,398 17.20%₹ 48,972 15.14%₹ 2,64,988
Franklin India Focused Equity Fund -3.29%₹ 9,670 -7.59%₹ 9,241 -8.13%₹ 9,186 0.81%₹ 10,081 -12.37%₹ 11,183 26.24%₹ 15,937 13.43%₹ 27,430 11.96%₹ 14,048 17.01%₹ 46,276 10.29%₹ 16,323 13.03%₹ 83,198 17.57%₹ 50,527 14.50%₹ 2,56,055

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Focused 25 Fund as on 25 Jun 2022 are listed below:

  • Equity Holdings:

    99.52%
  • Debt Holdings:

    0.02%
  • Others Holdings:

    0.44%

Top Sector Holdings of Motilal Oswal Focused 25 Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 23.44% ₹ 414.70 Cr.
Computers - Software 13.68% ₹ 242.01 Cr.
Housing Finance 8.98% ₹ 158.81 Cr.
Motor cycles/Scooters 8.39% ₹ 148.52 Cr.
Power equipment 7.21% ₹ 127.65 Cr.
Others 38.30% -

Top Stock Holdings of Motilal Oswal Focused 25 Fund

Name of StocksHolding PercentageHolding Values in Crore
Tata Consultancy Services Ltd. 9.21% ₹ 162.89 Cr.
HDFC Bank Ltd. 9.07% ₹ 160.46 Cr.
Housing Development Finance Corporation Ltd. 8.98% ₹ 158.81 Cr.
Bajaj Auto Ltd. 8.39% ₹ 148.52 Cr.
ICICI Bank Ltd. 8.22% ₹ 145.51 Cr.
Others 56.13% -

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 0.65%
Net Receivables -0.21%