Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Category: Equity: Focused
Launch Date: 05-05-2013
AUM:
₹ 1,861.43 Cr
Expense Ratio
2.06%
Benchmark
NIFTY 500 TRI
ISIN
INF247L01155
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
1000
Fund Manager
Ankush Sood, Santosh Singh, Rakesh Shetty
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | 22.83 | 12.2 | 14.68 |
| NIFTY 500 TRI | 35.04 | 19.63 | 18.84 |
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
41.2648
Last change
0.21 (0.5041%)
Fund Size (AUM)
₹ 1,861.43 Cr
Performance
13.71% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The Scheme seeks to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential
Fund Manager
Ankush Sood, Santosh Singh, Rakesh Shetty
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Samvardhana Motherson International Ltd. | 9.48 |
| FSN E-Commerce Ventures Ltd. | 9.17 |
| Star Health and Allied Insurance Company Ltd. | 9.13 |
| Religare Enterprises Ltd. | 7.55 |
| ZF Commercial Vehicle Control Systems India Ltd. | 6.78 |
| L&T Technology Services Ltd. | 5.96 |
| Dreamfolks Services Ltd. | 5.92 |
| Bharti Airtel Ltd. | 5.47 |
| Piramal Enterprises Ltd. | 4.47 |
| BSE Ltd. | 4.27 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Services | 21.64 |
| Automobile | 16.26 |
| Financial | 15.53 |
| Insurance | 10.44 |
| Healthcare | 7.29 |
| Capital Goods | 6.63 |
| Technology | 5.96 |
| Communication | 5.47 |
| Construction | 4.05 |
| Consumer Discretionary | 3.17 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Focused 25 (MOF25) Reg Gr | 14.68 |
| Invesco India Focused Gr | 0.0 |
| JM Focused Fund Reg Gr | 16.89 |
| Quant Focused Gr | 23.33 |
| Mahindra Manulife Focused Fund Reg Gr | 0.0 |
| ICICI Pru Focused Equity Gr | 21.22 |
| HDFC Focused 30 Gr | 21.12 |
| DSP Focus Fund Reg Gr | 16.28 |
| Franklin India Focused Equity Gr | 19.58 |
| BARODA BNP PARIBAS Focused Fund Reg Gr | 0.0 |