• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal Focused fund (Growth)

Formerly Motilal Oswal Focused 25 Reg Gr

Motilal Oswal Mutual Fund

Motilal Oswal Focused fund (Growth)

EquityFocused

31.1118

NAV (Mar 17)

8.8%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in focused mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

31.1118

NAV (Mar 17)

Fund Returns

Last 1Y

1.1%

Last 3Y

17.2%

Last 5Y

8.8%

Last 10Y

NA

Since Inception

12.2%

6 Month CAGR

-6.7%

Scheme Information

Investment Objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 30 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.

Expense Ratio

2.18

Launched (10y ago)

May 07, 2013

AUM in Crores

1643.565

ISIN

INF247L01155

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

20.9

Standard Deviation (5yr)

18.7

Beta (3yr)

0.9

Beta (5yr)

0.9

Sharpe Ratio (3yr)

0.373

Sharpe Ratio (5yr)

0.252

YTM

0

Fund Managers

Rakesh Shetty

Fund Manager

Siddharth Bothra

Fund Manager

Ankush Sood

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Focused fund (Growth)70%907,576 174,9648.8%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2023-03-17

Top Stock Holdings

hdfc bank ltd

10.4%
10.4%

icici bank ltd

7.6%
7.6%

abb india ltd

6.9%
6.9%

infosys ltd

6%
6%

abbott india ltd

5%
5%
See all holdings

Allocation by Sector

financial services

34.2%
34.2%

consumer cyclical

17.4%
17.4%

industrials

15.1%
15.1%

technology

10.8%
10.8%

consumer defensive

7%
7%
See all sectors

Compare Motilal Oswal Focused fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,641 cr

₹ 10,129 cr

₹ 15,261 cr

₹ 10,129 cr

₹ 15,261 cr

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 27,317 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,19 debt and 9 hybrid funds.

amc-img

  • 022-39804263
  • mfservice@motilaloswal.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    22.7%

    19.1%

    29.8%

    19.3%

    20.8%

    12.7%

    14.8%

    9.4%

    20.2%

    12.2%

    Motilal Oswal Focused fund (G) Review

    Motilal Oswal Focused fund (G) is a Focused Equity fund and has delivered an annualised return of 12.2% over a period of 9 years. The fund was previously known as Motilal Oswal Focused 25 Reg Gr. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Ankush Sood, Rakesh Shetty, Siddharth Bothra.

    Nav of Motilal Oswal Focused fund (G) as of 3/17/2023 is ₹31.11 with the total AUM as of 3/20/2023 is ₹1643.565. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Focused fund (G) was launched on May 07, 2013. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Motilal Oswal Focused fund (G) 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 (G) 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 500 TR INR.

    Motilal Oswal Focused fund (G) is rated as a 1 fund in Equity and delivered 1.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Focused fund (G).

    Frequently Asked Questions

    What is Motilal Oswal Focused fund (G)?

    Motilal Oswal Focused fund (G) is a Focused Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    How to invest in Motilal Oswal Focused fund (G)?

    You can invest in Motilal Oswal Focused fund (G) 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 (G)?

    The minimum sip amount for Motilal Oswal Focused fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Motilal Oswal Focused fund (G) good to invest in?

    As per Scripbox experts, Motilal Oswal Focused fund (G) is a Not Recommended fund. You can investMotilal Oswal Focused fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Motilal Oswal Focused fund (G)?

    The expense ratio of the Motilal Oswal Focused fund (G) is 2.18% for regular plan.