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).
No single fund can achieve what a plan can. Learn why
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 25,943 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.
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
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of 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.
Relative 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 Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Invest via netbanking, UPI or through an SIP (eNACH mandate).
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The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 9 years
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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 15.2% 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 as of 2021-06-11 is ₹ 31.4107. The total AUM (Asset Under Management) of the fund as of 2021-06-14 is ₹ 1732.483. The category risk of the Motilal Oswal Focused 25 fund (G) fund is Very High Risk.
The fund charges 2.12 % as expense ratio.
Motilal Oswal Focused 25 fund (G) Holdings
The fund’s highest allocation is towards equity and has invested 99.2% in this asset class. The top three holdings of the fund are britannia industries limited,hdfc bank ltd and housing development finance corp ltd
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.
