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Motilal Oswal Focused Fund - Direct Plan

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.

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 Info

Scheme Class	Equity
Scheme Category	Focused Fund
Expense Ratio	0.9%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 2,075
AMC AUM (in Crs.)	₹ 19,090
Min Addition Subscription	₹ 500

Benchmark Type

S&P BSE 500 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Bandhan Focused Equity Fund - Direct Plan	1000	1000	23.17%
Axis Focused Fund - Direct Plan	100	100	14.56%
Motilal Oswal Focused Fund - Direct Plan	1000	1000	13.83%

Top 10 Holdings

Company	Holding Type	Asset(%)
Religare Enterprises Ltd	Equity	9
FSN E-Commerce Ventures Ltd	Equity	9
Star Health and Allied Insurance Co Ltd	Equity	9
ZF Commercial Vehicle Control Systems India Ltd	Equity	9
Samvardhana Motherson International Ltd	Equity	9
Piramal Enterprises Ltd	Equity	8
L&T Technology Services Ltd	Equity	6
Dreamfolks Services Ltd	Equity	6
HDFC Life Insurance Company Limited	Equity	3
Infosys Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	99
Cash	1

Sector Allocation(%)

Sector	Percent
Financial Services	36
Consumer Cyclical	32
Industrials	14
Technology	12
Healthcare	2

Fund Manager

Santosh Singh

1+ years of experience

Rakesh Shetty

1+ years of experience

0+ years of experience

Motilal Oswal Mutual Fund

AUM₹19,090 Cr

About

Motilal Oswal Asset Management Company Ltd. is the appointed Investment Manager to Motilal Oswal Mutual Fund. It was established on December 29th of 2009 and the AMC is registered with SEBI under SEBI (Portfolio Managers) Regulations. Motilal Oswal is one of the most trusted brands in the Indian financial industry and the asset management company provides an array of mutual fund schemes ranging from debt, equity and hybrid.##What makes Motilal Oswal stand out is its investment philosophy, whose aim is, Buy Right: Sit Tight. The AMC has certain primary objectives such as doing quality business and maintaining strong business ethics. They also target to increase the competitive advantage of the business.##They create long term goals and follow the strategy of - buy and hold, which is basically buying securities that they see have an upward potential in long run.

mfservice@motilaloswal.com

Phone

8108622222

Address

Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,, Mumbai - 400 025

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m