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Motilal Oswal MOSt Focused 25 Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
20.964 0.22 (1.02%)

NAV as on 16 Feb, 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.

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Benchmark Index:
 
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Returns (NAV as on 16 Feb, 2018)

Period Returns (%) Rank #
1 mth -4.1 89
3 mth 2.9 11
6 mth 1.1 93
1 year 17.1 75
2 year 22.3 75
3 year 8.9 42
5 year - -

# Moneycontrol Rank within 132 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.2 6.7 2.3 5.1 31.4
2016 -9.7 8.5 8.5 -7.2 1.1
2015 7.2 -1.0 -2.9 -0.7 5.6
2014 6.3 12.9 10.5 8.9 44.4
2013 - -5.7 -2.2 10.5 3.5

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 -4.1 2.9 1.1 17.1 22.3 8.9 --
Category avg -3.2 3.3 7.0 21.4 22.2 8.1 14.8
Difference of Fund returns and Category returns -0.9 -0.4 -5.9 -4.3 0.1 0.8 --
Best of category -1.1 4.1 10.1 36.6 35.9 15.0 33.8
Worst of category -6.5 -11.9 -4.0 11.6 14.0 4.5 7.6
Benchmark returns # -5.2 0.5 6.4 22.5 31.1 14.7 19.9
Difference of Fund returns and Benchmark returns 1.1 2.4 -5.3 -5.4 -8.8 -5.8 --
Motilal Oswal MOSt Focused 25 Fund - Regular Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: NIFTY NEXT 50

Investment Info

Investment Objective

The investment objective of the scheme is an open ended equity fund. The objective of the schem seeks to achieve long term capital appreciation by investing in up to 25 companies with long term sustainable competitive advantage and growth potential.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date May 06, 2013
Benchmark NIFTY NEXT 50
Asset Size (Rs cr) 623.72 (Dec-31-2017)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Siddharth Bothra
View performance of schemes managed by the Fund Manager
Notes N.A

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 (%)
ICICI Pru Focused Bluechip Eqty (G) Rank 2
12,168.34 1.1 5.9 20.2 9.5 16.8
HDFC Top 200 Fund (G) Rank 3
13,365.71 -0.8 5.2 18.2 8.6 15.3
SBI Blue Chip Fund (G) Rank 3
12,532.35 0.8 3.4 17.7 10.0 17.8
Kotak Select Focus Fund - Regular (G) Rank 1
11,726.23 0.4 3.2 19.0 11.4 20.3
HDFC Top 200 Fund - Direct (G) Rank 4
2,135.90 -0.6 5.6 19.0 9.4 16.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 29, 17)

Equity Sector Value
(Rs cr)
Asset %
Maruti Suzuki Automotive 60.69 9.73
HDFC Bank Banking/Finance 54.20 8.69
HDFC Banking/Finance 49.46 7.93
United Spirits Food & Beverage 35.99 5.77
Max Financial Manufacturing 35.80 5.74
ICICI Lombard Conglomerates 32.87 5.27
Container Corp Services 32.50 5.21
HDFC Life Miscellaneous 32.31 5.18
Havells India Engineering 32.25 5.17
Bajaj Finserv Banking/Finance 32.12 5.15

Full Portfolio

Sector Allocation (Dec 29, 17)

Sector %

1-Year

HighLow

Banking/Finance 30.49 0.00 0.00
Automotive 13.78 0.00 0.00
Food & Beverage 10.44 0.00 0.00
Engineering 10.28 0.00 0.00
Services 7.55 0.00 0.00
Oil & Gas 6.53 0.00 0.00

View All Sectors

Asset Allocation (%)(Dec 29, 17)

Equity 98.26
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.75

View All

Concentration

Holdings (%)
Top 5 37.86
Top 10 63.84
Sector (%)
Top 3 54.71

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