- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Focused Fund Direct Growth
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).
Motilal Oswal Focused Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment3,01,809
Wealth Gained10,34,421
Total Corpus Created (₹)
With CAGR of 13.906 % in 5 yearsHistorical NAV
₹ 41.8186
NAV (Apr 9)
Fund Returns
Last 1Y | -14.6% |
Last 3Y | 5% |
Last 5Y | 13.9% |
Last 10Y | 9.2% |
Since Inception | 12.8% |
6 Month CAGR | -28.1% |
Scheme Information
The Scheme seeks to achieve long term capital appreciation by investing in upto 30 companies with focus in multi cap space.
Expense Ratio | 1.05 % |
Launched 11Y ago | 2013-05-13 |
AUM in Crores | 1401 |
ISIN | INF247L01189 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 16.7 |
Beta | 1 |
Sharpe Ratio | 0.1 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal Focused Fund Direct (G) | 10,34,421 | 3,01,809 | 13.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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
Religare Enterprises Ltd.
9.32%FSN E-Commerce Ventures Ltd.
9.06%Star Health and Allied Insurance Company Ltd.
9.03%ZF Commercial Vehicle Control Systems India Ltd.
8.99%Samvardhana Motherson International Ltd.
8.98%
Allocation by Sector
Financial
17.34%Services
16.86%Healthcare
12.03%Automobile
11.87%Technology
8.44%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 16,217 cr | ||
₹ 27,730 cr |
About the AMC
Motilal Oswal Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
23.7% | 22.9% | ||
20.4% | 21.7% | ||
19% | 16.7% | ||
17.8% | 17.6% | ||
16.6% | 23.8% |
Motilal Oswal Focused Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment3,01,809
Wealth Gained10,34,421
Total Corpus Created (₹)
With CAGR of 13.906 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Motilal Oswal Focused Fund Direct Plan Growth?
What is the current AUM of Motilal Oswal Focused Fund Direct Growth?
What is the latest NAV of Motilal Oswal Focused Fund Direct Growth?
What is the Riskometer rating for Motilal Oswal Focused Fund Direct Plan Growth?
Which are the top sector holdings in Motilal Oswal Focused Fund Direct Plan?
Which are the top stock holdings in Motilal Oswal Focused Fund Direct Plan?
What is the asset allocation of Motilal Oswal Focused Fund Direct Plan Growth?
What has been the performance of Motilal Oswal Focused Fund Direct Growth returns?
Does Motilal Oswal Focused Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Motilal Oswal Focused Fund Direct Plan Growth?
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