- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Focused Fund Regular Growth
Focused funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 46.9906
NAV (Oct 30)
Fund Returns
Last 1Y | 30.9% |
Last 3Y | 11.6% |
Last 5Y | 14.7% |
Last 10Y | 12.9% |
Since Inception | 14.5% |
6 Month CAGR | 10.6% |
Scheme Information
The Scheme seeks to achieve long term capital appreciation by investing in upto 30 companies with focus in multi cap space.
Expense Ratio | 2.03% |
Launched 11Y ago | 2013-05-13 |
AUM in Crores | 2130.4 |
ISIN | INF247L01155 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12.9 |
Beta | 0.9 |
Sharpe Ratio | 0.7 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal Focused Fund (G) | 10,55,107 | 3,22,495 | 14.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Religare Enterprises Ltd.
9.32%FSN E-Commerce Ventures Ltd.
9.06%Star Health and Allied Insurance Company Ltd.
9.03%ZF Commercial Vehicle Control Systems India Ltd.
8.99%Samvardhana Motherson International Ltd.
8.98%Allocation by Sector
Services
21.84%Automobile
20.64%Financial
15.36%Insurance
12.94%Healthcare
9.36%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Motilal Oswal Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.5% | 23.4% | ||
25% | 26.4% | ||
4.9% | 4.2% | ||
34.2% | 24.6% | ||
24.7% | 18.5% |
Motilal Oswal Focused Fund Regular Plan Growth Review
Motilal Oswal Focused Fund Regular Plan Growth is a Focused Equity fund and has delivered an annualised return of 14.48% over 11 years. The fund has grown over a period of 11 years. The fund is managed by Motilal Oswal Mutual Fund. The fund managers are Ajay Khandelwal, Ankush Sood, Atul Mehra, Rakesh Shetty, Santosh Singh, Sunil Sawant.
Nav of Motilal Oswal Focused Fund as of 10/30/2024 is ₹46.99 with the total AUM as of 10/31/2024 is ₹2130.38. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Focused Fund was launched on 2013-05-13. The category risk of the fund is Very High.
The minimum SIP amount for Motilal Oswal Focused Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Motilal Oswal Focused Fund Regular Growth is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 500 Total Return Index.
Scripbox has rated it 1 star, indicating it's not a recommended fund in the Equity category and delivered 30.89% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Focused Fund.
Frequently Asked Questions
What is Motilal Oswal Focused Fund?
How to invest in Motilal Oswal Focused Fund?
You can invest in Motilal Oswal Focused Fund Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Motilal Oswal Focused Fund?
The minimum sip amount for Motilal Oswal Focused Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.
Is Motilal Oswal Focused Fund Regular Plan good to invest in?
According to Scripbox opinion, it is a 1-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.
What is the expense ratio of the Motilal Oswal Focused Fund Regular Plan Growth?
The expense ratio of the Motilal Oswal Focused Fund Regular Growth is 2.03% for regular plan.
What is the NAV of Motilal Oswal Focused Fund?
Today's Motilal Oswal Focused Fund Regular Growth NAV is ₹46.99.