Motilal Oswal Focused 25 Direct
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 Type
Open-ended
Scheme Category
Focused Fund
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 1031.93
Expense Ratio
0.98%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 18599
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Focused Fund |
| Benchmark Type | Nifty 50 Index |
| Scheme AUM (in Crs.) | ₹ 1031.93 |
| Expense Ratio | 0.98% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 18599 |
| Min Subscription | ₹ 500 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd.
Equity
9.59
Maruti Suzuki India Ltd.
Equity
8.48
Kotak Mahindra Bank Ltd.
Equity
7.15
Housing Development Finance Corpn. Ltd.
Equity
6.45
HDFC Standard Life Insurance Company Ltd.
Equity
5.94
Britannia Industries Ltd.
Equity
5.15
Eicher Motors Ltd.
Equity
5.02
ICICI Lombard General Insurance Comapny Ltd.
Equity
5.01
ABB Ltd.
Equity
4.47
Tata Consultancy Services Ltd.
Equity
4.40
Sector Allocation(%)
Sector
Percent
Technology
8.26
FMCG
8.05
Engineering
7.69
Financial
44.43
Automobile
13.50
Motilal Oswal Mutual Fund
AUM
₹18,599 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.
Launch Date
29 Dec 2009
Sponsor
NA
Email
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
Motilal Oswal Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
Get the mobile app on your iOS/Android Device
Mutual Fund House
SBI Mutual Fund
L&T Mutual Fund
Axis Mutual Fund
UTI Mutual Fund
LIC Mutual Fund
TATA Mutual Fund
IDFC Mutual Fund
PPFAS Mutual Fund
IDBI Mutual Fund
Quantum Mutual Fund
HDFC Mutual Fund
Invesco Mutual Fund
Union Mutual Fund
HSBC Mutual Fund
Kotak Mutual Fund
Mirae Asset Mutual Fund
Essel Finance Mutual Fund
Franklin Mutual Fund
Mutual Funds investments are subject to market risks, read all scheme related documents carefully.