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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
Expense Ratio	1.09%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 1,695
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 (0-15) days. No Exit load, if redeemed after 15 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
IDFC Focused Equity Fund - Direct Plan	1000	1000	10.25%
Axis Focused 25 Fund - Direct Plan	100	100	9.67%
Motilal Oswal Focused 25 Fund - Direct Plan	1000	1000	10.33%

Top 10 Holdings

Company	Holding Type	Asset(%)
HDFC Bank Ltd	Equity	9
ICICI Bank Ltd	Equity	8
Housing Development Finance Corp Ltd	Equity	8
Bajaj Auto Ltd	Equity	7
ABB India Ltd	Equity	7
Tata Consultancy Services Ltd	Equity	7
Container Corporation of India Ltd	Equity	7
Infosys Ltd	Equity	5
Reliance Industries Ltd	Equity	4
Kotak Mahindra Bank Ltd	Equity	4

Asset Allocation(%)

Asset	Percent
Equity	98
Cash - Collateral	2
Cash	1
Bond - Corporate Bond	0

Sector Allocation(%)

Sector	Percent
Financial Services	37
Consumer Cyclical	17
Industrials	15
Technology	12
Basic Materials	6

Fund Manager

Siddharth Bothra

5+ years of experience

Abhiroop Mukherjee

8+ 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