Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Category: Equity: Focused
Launch Date: 05-05-2013
AUM:
₹ 1,466.67 Cr
Expense Ratio
2.13%
Benchmark
NIFTY 500 TRI
ISIN
INF247L01155
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Siddharth Bothra
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | -5.29 | 9.7 | 12.49 |
| NIFTY 500 TRI | 5.06 | 17.41 | 20.65 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
44.2921
Last change
0.38 (0.8679%)
Fund Size (AUM)
₹ 1,466.67 Cr
Performance
12.66% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
Return by investing upto 30 companies with long term sustainable competitive advantage and growth potential. Investment in Equity and equity related instruments subject to overall limit of 30 companies.
Fund Manager
Mr. Siddharth Bothra
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 6.35 |
| RELIGARE ENTERPRISES LIMITED EQ | 5.52 |
| Piramal Finance Ltd | 5.0 |
| Bharat Dynamics Limited | 4.28 |
| Net Receivables / (Payables) | 4.1 |
| MCX INDIA LIMITED EQ NEW RS. 10/- | 4.04 |
| RADICO KHAITAN LIMITED EQ NEW FV RS. 2/- | 4.02 |
| STELIS BIOPHARMA LIMITED EQ NEW FV RE.1/- | 4.0 |
| WAAREE ENERGIES LIMITED EQ | 3.96 |
| ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LIMITED EQ | 3.76 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 26.34 |
| Financial Services | 22.46 |
| Automobile and Auto Components | 10.36 |
| Information Technology | 8.13 |
| Consumer Durables | 6.82 |
| Healthcare | 6.58 |
| Consumer Services | 4.23 |
| Fast Moving Consumer Goods | 4.02 |
| Chemicals | 3.22 |
| Metals & Mining | 1.02 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Focused 25 (MOF25) Reg Gr | 12.49 |
| ICICI Pru Focused Equity Gr | 25.72 |
| HDFC Focused Fund GR | 29.08 |
| SBI FOCUSED FUND Reg PLAN Gr | 20.0 |
| Kotak Focused Fund Reg Gr | 20.03 |
| Canara Robeco Focused Fund Reg Gr | 0.0 |
| ITI Focused Fund Reg Gr | 0.0 |
| Bandhan Focused Fund Reg Gr | 17.66 |
| ABSL Focused Gr | 18.86 |
| Nippon India Focused Fund Gr Plan Gr | 22.41 |