Motilal Oswal Focused 25 Direct
Scheme Type
Open-ended
Scheme Category
Focused Fund
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 1022.04
Expense Ratio
1.15%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 18599
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
29 Dec 2009
Sponsor
NA
Email
Phone
022 - 39804263
Address
, -
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1%, if redeemed between (0-15) days. No Exit load, if redeemed after 15 days.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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.
Suitability
This product is suitable for investors who are seeking
• return by investing in upto 25 companies with long term sustainable competitive advantage and growth potential
• investment in Equity and equity related instruments subject to overall limit of 25 companies
Fund Analysis
The the fund has not been around for a long time, its bottom up approach and a growth strategy has helped it to generate returns and prove its worth in 3 and 5 year category. The fund does not tend to allocate funds in tandom with the benchmark and has exposure in midcaps too but is in line with its peers. The performance sure does generate confidence in the fund but it might be too early to judge it based on its limited experience.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹5,922
Portfolio Value
₹-78
Total Returns
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