Motilal Oswal Focused Fund - Growth - Regular Plan

Other Plans and Options
  • 0.57 %Nav, as on 23-01-2025

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  • Net Change on 23-01-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 30 companies with focus in multi cap space. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option -8.77 -12.69 2.11 8.10 11.36 12.87
BSE SENSEX - TRI -2.55 -4.28 10.07 10.40 14.44 13.44
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option May 13, 2013 Unrated 2.11 8.10 11.36 2.04 1,750.41
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 Unrated 14.99 9.72 15.47 1.57 34,679.54
HDFC Focused 30 Fund - GROWTH Sep 17, 2004 18.73 21.77 21.90 1.67 15,641.91
Axis Focused Fund - Regular Plan - Growth Option Jun 29, 2012 Unrated 8.89 3.29 9.99 1.73 13,068.33
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 10.93 13.80 18.40 1.76 12,044.23
ICICI Prudential Focused Equity Fund - Growth May 28, 2009 17.10 17.42 22.03 1.74 9,984.07

Fund Holdings as on 31-December-2024

  • Religare Enterprises Limited

  • ZF Commercial Vehicle Control Systems India Limited

  • Piramal Enterprises Limited

  • One 97 Communications Limited

  • L&T Technology Services Limited

  • Star Health And Allied Insurance Company Limited

  • Dreamfolks Services Limited

  • Samvardhana Motherson International Limited

  • FSN E-Commerce Ventures Limited

  • Zen Technologies Limited

  • Net Receivables / (Payables)

  • Jana Small Finance Bank Limited

  • Fino Payments Bank Limited

  • Dixon Technologies (India) Limited

  • Radico Khaitan Limited

  • Coforge Limited

  • Barbeque Nation Hospitality Limited

  • Mahindra & Mahindra Limited

  • Waaree Energies Limited

  • Larsen & Toubro Limited

  • Sun Pharmaceutical Industries Limited

  • Angel One Limited

  • Niva Bupa Health Insurance Company Limited

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  • Auto Ancillary

  • IT - Software

  • Finance - Investment

  • Finance - NBFC

  • Fintech

  • Insurance

  • Bank - Private

  • Airport Management Services

  • e-Commerce

  • Miscellaneous

  • Consumer Durables - Electronics

  • Breweries & Distilleries

  • Restaurants

  • Automobiles - Passenger Cars

  • Electric Equipment

  • Engineering - Construction

  • Pharmaceuticals & Drugs

  • Finance - Stock Broking

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Fund Manager

  • Cash

  • Equity

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About Motilal Oswal Focused Fund

Scheme Analysis

Motilal Oswal Focused Fund is a Equity - Focused Fund fund and belongs to Motilal Oswal Mutual Fund. It was launched on 13-May-2013 and currently has an AUM of ₹1,750.41 crore. Motilal Oswal Focused Fund is benchmarked against BSE SENSEX - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Motilal Oswal Focused Fund ended up ₹0.23(0.57%)yesterday to ₹41.4856.

Among its top 3 holdings the fund has exposure to Religare Enterprises Limited, and

The Motilal Oswal Focused Fund is managed by Ajay Khandelwal and Rakesh Shetty.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022 40548002
amc@motilaloswal.com
022-22816161