Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Category: Equity: Focused
Launch Date: 05-05-2013
AUM:
₹ 1,555.61 Cr
Expense Ratio
2.14%
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 | -6.97 | 13.86 | 14.43 |
| NIFTY 500 TRI | 3.32 | 21.62 | 23.3 |
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
41.9416
Last change
-0.91 (-2.1697%)
Fund Size (AUM)
₹ 1,555.61 Cr
Performance
12.55% (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 (%) |
|---|---|
| PIRAMAL ENTERPRISES LIMITED EQ NEW FV RS. 2/- | 9.27 |
| RELIGARE ENTERPRISES LIMITED EQ | 8.43 |
| Bharat Dynamics Limited | 7.46 |
| ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LIMITED EQ | 6.93 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 5.63 |
| RADICO KHAITAN LIMITED EQ NEW FV RS. 2/- | 4.38 |
| SUZLON ENERGY LIMITED EQ. NEW RS. 2/- | 4.29 |
| ZEN TECHNOLOGIES LIMITED EQ NEW FV RE. 1/- | 4.13 |
| STELIS BIOPHARMA LIMITED EQ NEW FV RE.1/- | 3.94 |
| INOX WIND LIMITED EQ | 3.91 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 37.77 |
| Financial Services | 31.66 |
| Automobile and Auto Components | 10.14 |
| Consumer Durables | 4.92 |
| Fast Moving Consumer Goods | 4.38 |
| Healthcare | 3.94 |
| Services | 2.71 |
| Chemicals | 2.36 |
| N/A | 1.67 |
| Textiles | 0.45 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Focused 25 (MOF25) Reg Gr | 14.43 |
| ICICI Pru Focused Equity Gr | 26.21 |
| Canara Robeco Focused Equity Fund Reg Gr | 0.0 |
| HDFC Focused 30 Gr | 29.24 |
| Mirae Asset Focused Reg Gr | 19.73 |
| Bandhan Focused Fund Reg Gr | 20.4 |
| SBI Focused Equity Reg Gr | 20.49 |
| Invesco India Focused Gr | 0.0 |
| ABSL Focused Gr | 21.03 |
| Old Bridge Focused Equity Reg Gr | 0.0 |