• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal Focused fund (PIDCW-A)

Formerly Motilal Oswal Focused 25 Reg IDCW-P

Motilal Oswal Mutual Fund

Motilal Oswal Focused fund (PIDCW-A)

EquityFocused

21.4606

NAV (Jun 21)

13.4%
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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

Poor

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

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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

21.4606

NAV (Jun 21)

Fund Returns

Last 1Y
26.7%
Last 3Y
12.8%
Last 5Y
15.2%
Last 10Y
14%
Since Inception
14.5%
6 Month CAGR
16.8%

Scheme Information

Investment Objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 30 companies with focus in multi cap space. However,there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Expense Ratio
2.06
Launched (11y ago)
May 07, 2013
AUM in Crores
1848.271
ISIN
INF247L01171
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.4
Standard Deviation (5yr)
18.6
Beta (3yr)
0.84
Beta (5yr)
0.93
Sharpe Ratio (3yr)
0.437
Sharpe Ratio (5yr)
0.426
YTM
0
Fund Managers

Rakesh Shetty

Fund Manager

Santosh Singh

Fund Manager

Ankush Sood

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Focused fund (PIDCW-A)70%10,20,880 2,88,26813.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-06-21

Top Stock Holdings

samvardhana motherson international ltd

10%
10%

zf commercial vehicle control systems india ltd

9.6%
9.6%

fsn e-commerce ventures ltd

8.7%
8.7%

star health and allied insurance co ltd

8.7%
8.7%

religare enterprises ltd

7.5%
7.5%
See all holdings

Allocation by Sector

financial services

31.5%
31.5%

consumer cyclical

28.4%
28.4%

industrials

19.6%
19.6%

technology

7.9%
7.9%

communication services

5.6%
5.6%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,620 cr

₹ 19,454 cr

₹ 15,161 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 50,462 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 26 equity,19 debt and 9 hybrid funds.amc-img
phone-img022-39804263
Fund NameScripbox Opinion
Till Date CAGR

38.8%

24.2%

26.6%

25.9%

4.5%

4.2%

15.4%

24.4%

4.5%

3.4%

Motilal Oswal Focused fund (PIDCW-A) Review

Motilal Oswal Focused fund (PIDCW-A) is a Focused Equity fund and has delivered an annualised return of 13.4% over a period of 11 years. The fund was previously known as Motilal Oswal Focused 25 Reg IDCW-P. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Ankush Sood, Rakesh Shetty, Santosh Singh.

Nav of Motilal Oswal Focused fund (PIDCW-A) as of 6/21/2024 is ₹21.46 with the total AUM as of 6/24/2024 is ₹1848.271. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Focused fund (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) 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 Nifty 500 TR INR.

Motilal Oswal Focused fund (PIDCW-A) is rated as a 1 fund in Equity and delivered 26.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Focused fund (PIDCW-A).

Frequently Asked Questions

What is Motilal Oswal Focused fund (PIDCW-A)?

Motilal Oswal Focused fund (PIDCW-A) 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 (PIDCW-A)?

You can invest in Motilal Oswal Focused fund (PIDCW-A) 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 (PIDCW-A)?

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

Is Motilal Oswal Focused fund (PIDCW-A) good to invest in?

As per Scripbox experts, Motilal Oswal Focused fund (PIDCW-A) is a Not Recommended fund. You can investMotilal Oswal Focused fund (PIDCW-A) 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 (PIDCW-A)?

The expense ratio of the Motilal Oswal Focused fund (PIDCW-A) is 2.06% for regular plan.