Overview (as on 30 Jul 2021)

NAV

₹35.1181

1y returns

40.192%

Fund AUM

₹1,747 Cr

Expense Ratio

0.95%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
40.80%
Industrials
14.59%
Tech
13.84%
Consumer
12.13%
Basic Materials
10.29%
Health
6.82%
Defensive
1.53%
Size Breakup
Large Cap
86.64%
Mid Cap
13.36%

Key Metrics

Beta 

0.0

Std deviation 

17.75%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Scheme Name
Motilal Oswal Focused 25 Direct Growth
Scheme Document
Exit Load

For 0 - 15 Days: 1%

After 15 Days : 0%

Plan Started
07 May, 2013
Fund Manager
Siddharth Bothra
Fund House Details
Fund House
Motilal Oswal Asset Management Co. Ltd
Email
mfservice@motilaloswal.com
Phone
+912222816161
Address
Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,

Other Related Plans

Peer Funds

Motilal Oswal Focused 25 Direct Growth

NAV

₹35.1181

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Siddharth Bothra
Siddharth Bothra

leader

Work Experience
"Mr. Bothra is currently a fund manager associated with Motilal Oswal Asset Management Company Limited. He has over 17 years of experience in field of research and investments. Prior to joining Motilal Oswal AMC, he had an extensive stint with Motilal Oswal Securites Ltd as senior analyst in institutional equities. He has also worked with broking outfits like Alchemy Share & Stocks and VCK Share & Stocks. He has done his post graduate program from Indian School of Business, Hyderabad which included an international MBA exchange program with NYU Stern, New York."
Abhiroop Mukherjee
Abhiroop Mukherjee

manager

Work Experience
"null"

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