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Motilal Oswal Focused 25 Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
17.456 0.08 (0.44%)

NAV as on 18 May, 2018

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Motilal Oswal Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Large Cap category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close Motilal Oswal MOSt Focused 25 Fund has been renamed as Motilal Oswal Focused 25 Fund w.e.f March 16, 2018.
Benchmark Index:
 
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Returns (NAV as on 18 May, 2018)

Period Returns (%) Rank #
1 mth 1.1 2
3 mth 2.7 15
6 mth 4.0 18
1 year 9.6 84
2 year 23.6 14
3 year 12.5 30
5 year 25.3 14

# Moneycontrol Rank within 119 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 10.2 7.1 2.7 5.5 29.4
2016 -15.2 8.9 8.9 -6.9 -4.1
2015 7.6 -0.7 -2.6 -0.4 7.0
2014 6.7 13.3 10.9 1.2 35.8
2013 - -5.6 -1.8 10.9 4.5

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.1 -7.5 -6.3 -1.2 23.6 12.5 25.3
Category avg -0.1 1.2 1.7 10.1 16.9 10.1 14.4
Difference of Fund returns and Category returns 1.2 -8.7 -8.0 -11.3 6.7 2.4 10.9
Best of category 1.1 5.2 5.8 23.9 27.8 16.4 30.6
Worst of category -5.0 -10.3 -21.5 -7.6 10.0 4.2 7.5
Benchmark returns # -5.1 -2.0 -4.0 9.0 21.3 12.8 17.8
Difference of Fund returns and Benchmark returns 6.2 -5.5 -2.3 -10.2 2.3 -0.3 7.5
Motilal Oswal Focused 25 Fund - Direct Plan (D) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: NIFTY NEXT 50

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Feb 05, 2013
Benchmark NIFTY NEXT 50
Asset Size (Rs cr) 321.85 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend Rs.1.80 (Mar-20-2018) View Dividend History
Bonus N.A.
Fund Manager Siddharth Bothra
View performance of schemes managed by the Fund Manager
Notes Motilal Oswal MOSt Focused 25 Fund has been renamed as Motilal Oswal Focused 25 Fund w.e.f March 16, 2018.

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit load of 1% id redemmed within one year from the date of allotment

Contact Details

Regd. Office 10th Floor, Motilal Oswal Tower, Rahimtulla Sayani Road, Opp. Parel ST Depot, Prabhadevi, Mumbai, 400025
Tel. No. 022-39804263
Fax No. 022-22816161
Email mfservice@motilaloswal.com
Website http://www.motilaloswal.com/assetmanagement/

Peer Comparison

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ABSL Frontline Eqty-Direct (G) Rank 3
4,905.24 -0.1 -0.2 9.6 10.9 16.9
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 -0.5 0.1 13.1 11.8 16.8
ICICI Pru Focused. Blue -Direct (G) Rank 2
3,745.88 -0.5 0.1 13.0 11.8 16.8
SBI Blue Chip Fund (G) Rank 3
13,264.78 0.9 0.8 10.1 10.8 17.0
SBI Blue Chip Fund - Direct (G) Rank 2
4,528.36 1.1 1.4 11.3 12.0 18.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 18)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 30.03 9.33
Maruti Suzuki Automotive 29.10 9.04
HDFC Banking/Finance 23.43 7.28
HDFC Life Miscellaneous 21.11 6.56
ICICI Lombard Conglomerates 19.57 6.08
ABB India Engineering 17.54 5.45
Britannia Food & Beverage 17.28 5.37
Container Corp Services 16.58 5.15
Kotak Mahindra Banking/Finance 15.35 4.77
Eicher Motors Automotive 13.52 4.20

Full Portfolio

Sector Allocation (Mar 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 24.81 30.99 30.99
Automotive 15.94 12.58 12.58
Engineering 11.21 10.80 10.80
Food & Beverage 9.44 9.84 9.84
Services 6.79 6.94 6.94
Miscellaneous 6.56 5.32 5.32

View All Sectors

Asset Allocation (%)(Mar 31, 18)

Equity 98.90
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.10

View All

Concentration

Holdings (%)
Top 5 38.29
Top 10 63.23
Sector (%)
Top 3 51.96

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