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).
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Historical NAV
₹ 34.3876
NAV (Sep 23)
Fund Returns
Last 1Y
51.8%
Last 3Y
17.4%
Last 5Y
14.4%
Last 10Y
NA
Since Inception
15.9%
6 Month CAGR
16.1%
Scheme Information
Investment Objective
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.
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.
Motilal Oswal Asset Management Co. Ltd manages assets worth 29,106 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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Motilal Oswal Focused 25 fund (G)
About Motilal Oswal Focused 25 fund (G)
Motilal Oswal Focused 25 fund (G) is a Diversified Equity fund and has delivered an annualised return of 15.9% 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
Motilal Oswal Focused 25 fund (G) Investment Objective
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.
Motilal Oswal Focused 25 fund (G) NAV,AUM,Risk
The Motilal Oswal Focused 25 fund (G) fund was launched on May 07, 2013. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-09-23 is ₹34.39. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹1866.484. The category risk of the Motilal Oswal Focused 25 fund (G) fund is Very High Risk. The fund charges 2.2 % as expense ratio.
Motilal Oswal Focused 25 fund (G) Holdings
The fund’s highest allocation is towards Equity and has invested 99.5% in this asset class. The top three holdings of the fund are , housing development finance corp ltd , hdfc bank ltd , tata consultancy services ltd , bajaj auto ltd , icici bank ltd , container corporation of india ltd , kotak mahindra bank ltd , abb india ltd , hdfc life insurance company limited , infosys ltd , pi industries ltd , abbott india ltd , shree cement ltd , zomato ltd , procter & gamble health ltd , maruti suzuki india ltd , sbi cards and payment services ltd ordinary shares , ultratech cement ltd , icici lombard general insurance co ltd , avenue supermarts ltd , collateralized borrowing & lending obligation , net receivables / (payables)
Motilal Oswal Focused 25 fund (G) Sip
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.
Motilal Oswal Focused 25 fund (G) Investment volatility and Horizon
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) Review
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.
