Motilal Oswal Focused 25 Fund - Direct Plan
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 Info
| Scheme Class | Equity |
| Scheme Category | Focused Fund |
| Benchmark Type | S&P BSE 500 India TR INR |
| Expense Ratio | 1.03% |
| Min subscription | ₹ 500 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 1,177 |
| AMC AUM (in Crs.) | ₹ 19,090 |
| Min Addition Subscription | ₹ 500 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 14.35% | |
| 100 | 100 | 18.68% | |
| 1000 | 1000 | 12.87% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| HDFC Bank Ltd | Equity | 11 |
| ICICI Bank Ltd | Equity | 10 |
| HDFC Life Insurance Co Ltd | Equity | 8 |
| Kotak Mahindra Bank Ltd | Equity | 8 |
| Container Corporation of India Ltd | Equity | 7 |
| Tata Consultancy Services Ltd | Equity | 7 |
| Avenue Supermarts Ltd | Equity | 7 |
| Larsen & Toubro Ltd | Equity | 5 |
| Abbott India Ltd | Equity | 5 |
| Max Financial Services Ltd | Equity | 4 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 99 |
| Cash | 0 |
| Cash - Repurchase Agreement | 0 |
| Bond - Corporate Bond | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Financial Services | 44 |
| Industrials | 20 |
| Healthcare | 10 |
| Consumer Defensive | 10 |
| Technology | 7 |
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.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m