- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Focused fund (Growth)
Formerly Motilal Oswal Focused 25 Reg Gr
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
₹ 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
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 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal Focused fund (Growth) | 907,576 | 174,964 | 8.8% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
10.4%icici bank ltd
7.6%abb india ltd
6.9%infosys ltd
6%abbott india ltd
5%Allocation by Sector
financial services
34.2%consumer cyclical
17.4%industrials
15.1%technology
10.8%consumer defensive
7%Compare Motilal Oswal Focused fund (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 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.
| Fund Name | Scripbox 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)?
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.