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you are here: Moneycontrol Mutual Funds Focused Fund Motilal Oswal Mutual Fund Motilal Oswal Focused 25 Fund - Regular Plan (G)

Motilal Oswal Focused 25 Fund - Regular Plan (G)

Previous Name: Motilal Oswal MOSt Focused 25 Fund - Regular Plan (G)
Plan: Regular | Option: Growth | Type : Open-Ended | AMFI Code: 122387
Buy
22.221 0.12 ( 0.53 %)
NAV as on 20 Aug, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND CLASS
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Info

Average performance in the category

The scheme is ranked 3 in Focused Fund category by Crisil (for quarter ended Jun 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Motilal Oswal MOSt Focused 25 Fund has been renamed as Motilal Oswal Focused 25 Fund w.e.f March 16, 2018.

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Returns (NAV as on Aug 20, 2018)
Period Returns(%) Rank#
1 Month 1.1 27
3 Months 3.6 21
6 Months 6.6 16
1 Year 7.6 23
2 Years 15.0 12
3 Years 9.0 24
5 Years 20.3 16

# Moneycontrol Rank within 27 Focused Fund Schemes

*Returns over 1 year are Annualised

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

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -4.7 2.6 - - -
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

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Performance

Fund returns v/s Category average (Focused Fund)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 1.1 3.6 6.6 7.6 15 9 20.3
Category average 4.9 5.9 6.9 11.9 14.1 10.8 19.6
Difference of Fund returns and Category returns -3.8 -2.3 -0.3 -4.3 0.9 -1.8 0.7
Best of Category 7.6 11.3 17.3 25.2 24.5 18.5 29.4
Worst of Category 1.1 1.1 -2.4 3.6 10.9 8.8 17.9
Benchmark returns # 4.9 9.8 11.5 18.4 15.7 11.3 16.4
Difference of Fund returns and Benchmark returns -3.8 -6.2 -4.9 -10.8 -0.7 -2.3 3.9
# Benchmark Index: Nifty 50

Investment Information

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.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Feb 05, 2013

  • Benchmark:

    Nifty 50

  • Asset size (Rs Cr):

    671.85 ( Mar 31, 2018 )

  • Asset Date:

    Mar 31, 2018

  • 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:

    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
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
Franklin India Focused Equity Fund - Direct Plan (G) 1,606.43 42.4 7.0 2.5 10.6 10.9 26.3
Franklin India Focused Equity Fund (G) 6,132.95 39.9 6.7 1.9 9.3 9.5 24.9
Axis Focused 25 Fund - Regular Plan (G) 2,852.37 29.5 8.1 16.6 23.8 17.1 22.6
Axis Focused 25 Fund - Direct Plan (G) 106.71 31.5 8.4 17.3 25.2 18.5 24.1
Reliance Focused Equity Fund - Direct Plan (G) 205.82 50.9 5.5 1.3 11.6 13.1 29.4
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Jun 30, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 65.94 9.59
Maruti Suzuki Automotive 58.30 8.48
Kotak Mahindra Banking/Finance 49.16 7.15
HDFC Banking/Finance 40.84 6.45
HDFC Life Miscellaneous 44.35 5.94
Britannia Food & Beverage 35.41 5.15
Eicher Motors Automotive 34.45 5.02
ICICI Lombard Conglomerates 34.51 5.01
ABB India Engineering 30.73 4.47
TCS Technology 30.25 4.40
Asset Allocation (%) As on Jun 30, 2018
Equity 98.47
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 1.52
Sector Allocation (%) As on Jun 30, 2018
Sector %
Banking/Finance 26.11
Automotive 13.50
Engineering 11.49
Technology 8.26
Food & Beverage 8.05
Conglomerates 6.67
Concentration As on Jun 30, 2018
Holdings %
Top 5 37.61
Top 10 98.47
Sectors %
Top 3 51.1
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