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.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 23.2816
NAV (Oct 17)
Last 1Y | 32.1% |
Last 3Y | 12.5% |
Last 5Y | 16.2% |
Last 10Y | 13.9% |
Since Inception | 14.9% |
6 Month CAGR | 17% |
The Scheme seeks to achieve long term capital appreciation by investing in upto 30 companies with focus in multi cap space.
Expense Ratio | 2.04% |
Launched 11Y ago | 2013-05-13 |
AUM in Crores | 2130.4 |
ISIN | INF247L01163 |
Lock-in | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.2 |
Beta | 0.9 |
Sharpe Ratio | 0.7 |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Motilal Oswal Focused Fund (RIDCW-I) | 10,99,466 | 3,66,854 | 16.2% | |
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.
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%Services
21.71%Automobile
19.51%Financial
16.12%Insurance
12.2%Healthcare
9.76%Fund Name | Fund Size | |
---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
Motilal Oswal Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
14% | 23.4% | ||
26.1% | 27.9% | ||
4.9% | 4.2% | ||
34.3% | 25% | ||
25.4% | 19.1% |
Motilal Oswal Focused Fund (RIDCW-I) is a Focused Equity fund and has delivered an annualised return of 14.91% over 11 years. The fund has grown over a period of 11 years. The fund is managed by Motilal Oswal Mutual Fund. The fund managers are Ankush Sood, Rakesh Shetty, Santosh Singh, Sunil Sawant.
Nav of Motilal Oswal Focused Fund (RIDCW-I) as of 10/17/2024 is ₹23.28 with the total AUM as of 10/18/2024 is ₹2130.38. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Focused Fund (RIDCW-I) was launched on 2013-05-13. The category risk of the fund is Average.
The minimum SIP amount for Motilal Oswal Focused Fund (RIDCW-I) 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 (RIDCW-I) 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 Total Return Index.
Scripbox has rated it 1 star, indicating it's not a recommended fund in the Equity category and delivered 32.11% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Focused Fund (RIDCW-I).
What is Motilal Oswal Focused Fund (RIDCW-I)?
How to invest in Motilal Oswal Focused Fund (RIDCW-I)?
You can invest in Motilal Oswal Focused Fund (RIDCW-I) 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 (RIDCW-I)?
The minimum sip amount for Motilal Oswal Focused Fund (RIDCW-I) is ₹1000. You can invest in multiples of ₹5000.
Is Motilal Oswal Focused Fund (RIDCW-I) good to invest in?
According to Scripbox opinion, it is a 1-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.
What is the expense ratio of the Motilal Oswal Focused Fund (RIDCW-I)?
The expense ratio of the Motilal Oswal Focused Fund (RIDCW-I) is 2.04% for regular plan.
What is the NAV of Motilal Oswal Focused Fund (RIDCW-I)?
Today's Motilal Oswal Focused Fund (RIDCW-I) NAV is ₹23.28.