Formerly Motilal Oswal MOSt Focused 25 Reg Gr
₹ 30.0356
NAV (Mar 02)
Top Ranked
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Diversified 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).
Track Record
8 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
1,495 Cr. Large within the category
Category View
Positive. The category has a positive investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
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Scheme Information
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.13 %
Expense Ratio
May 07, 2013
Launched (8y ago)
₹ 1,495
AUM in Crores
INF247L01155
ISIN
No Lock-in
Lock-in
IISL Nifty 50 TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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About the AMC
Motilal Oswal Asset Management Co. Ltd
Motilal Oswal Asset Management Co. Ltd manages assets worth 23,342 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,18 debt and 7 hybrid funds.
Diversified
Recommended
Top Ranked
₹ 11,369 Cr
Fund Size
6.6%
3Y returns
Tax Saving
Recommended
Top Ranked
₹ 1,885 Cr
Fund Size
7.9%
3Y returns
Tax Saving
Top Ranked
₹ 1,885 Cr
Fund Size
7.2%
3Y returns
Diversified
Top Ranked
₹ 11,369 Cr
Fund Size
5.1%
3Y returns
Diversified
Top Ranked
₹ 11,369 Cr
Fund Size
5.1%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Motilal Oswal Focused 25 fund (G) is a diversified equity fund and has delivered an annualised return of 15.1% over a period of 8 years .The fund was previously known as Motilal Oswal MOSt Focused 25 Reg Gr.The fund is managed by Motilal Oswal Asset Management Co. Ltd.The fund managers are Abhiroop Mukherjee, Siddharth Bothra
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. However, there is no assurance that the objective of the scheme will be realized.
The Motilal Oswal Focused 25 fund (G) fund was launched on May 07, 2013. The NAV (Net Asset Value) of this diversified equity as of 2021-03-02 is ₹ 30.0356. The total AUM (Asset Under Management) of the fund as of 2021-03-03 is ₹ 1494.788. The category risk of the Motilal Oswal Focused 25 fund (G) fund is Very High Risk. The fund charges 2.13 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 99.4% in this asset class. The top three holdings of the fund are britannia industries limited,hdfc bank ltd and housing development finance corp ltd
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund 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 IISL Nifty 50 TR INR
Motilal Oswal Focused 25 fund (G) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Motilal Oswal Focused 25 fund (G) has a score of 4 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.