Motilal Oswal Focused Fund – Direct Growth
500
Min SIP
500
Min Lumpsum
0.96 %
Expense Ratio
Rating
1,691
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 14.3% | 18% | 13.5% | 14.7% | ||||
| Category Average | 19.5% | 24.2% | 14.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
-2.46
Alpha
4.06
SD
0.91
Beta
1.25
Sharpe
Exit Load
| Exit Load | 1.00% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment. |
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Fund Objective
The scheme is to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential.
Fund Managers
Siddharth Bothra
Mr Siddharth Bothra is the top fund manager at Motilal Oswal Mutual Fund. One of the reasons he is such a good fund manager is how well he researches each Company he invests in. He often looks at each Company’s assets, liabilities, and assets.
This is an important part of the due diligence process for all types of investments, whether you are an experienced investor or a newbie. He’s known for being thorough and making sure he knows as much as possible about each Company he is looking at. This is one of the reasons he can make such sound investments and why he is so good at his job.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Focused .
-
- 6,166
-
25.3%Fund Size - 6,166
-
34.5%Fund Size - 6,166
-
17%Fund Size - 6,166
-
- Equity .
- Focused .
-
- 9,359
-
21.6%Fund Size - 9,359
-
32.6%Fund Size - 9,359
-
17.6%Fund Size - 9,359
-
- Equity .
- Focused .
-
- 6,976
-
21.8%Fund Size - 6,976
-
29.5%Fund Size - 6,976
-
17.5%Fund Size - 6,976
-
- Equity .
- Focused .
-
- 908
-
20.8%Fund Size - 908
-
24.5%Fund Size - 908
-
16.6%Fund Size - 908
-
- Equity .
- Focused .
-
- 29,473
-
16.4%Fund Size - 29,473
-
23.6%Fund Size - 29,473
-
16.7%Fund Size - 29,473
AMC Contact Details
Motilal Oswal Mutual Fund
AUM:
35,484 Cr
Address:
Motilal Oswal Tower,10th flr Rahimtu-
llah sayani road opp parel st
depot prabhadevi mumbai 4000
Contact:
022-39804263
Email ID:
mfservice@motilaloswal.com
Frequently Asked Questions
How to invest in Motilal Oswal Focused Fund – Direct Growth ?
You can invest in Motilal Oswal Focused Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Motilal Oswal Focused Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Motilal Oswal Focused Fund – Direct Growth ?
The NAV of Motilal Oswal Focused Fund – Direct Growth is ₹41.6 as of 29 September 2023.
How to redeem Motilal Oswal Focused Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Motilal Oswal Focused Fund – Direct Growth?
The minimum SIP amount of Motilal Oswal Focused Fund – Direct Growth is ₹500
What are the top sectors Motilal Oswal Focused Fund – Direct Growth has invested in?
The top sectors Motilal Oswal Focused Fund – Direct Growth has invested in are
- Retailing - 21.11%
- Banks - 17.3%
- Electrical Equipments - 8.13%
- Pharmaceuticals & Biotech - 7.87%
- Insurance - 5.79%
Can I make investments in both the SIP and Lump Sum schemes of Motilal Oswal Focused Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Motilal Oswal Focused Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have Motilal Oswal Focused Fund – Direct Growth generated ?
The Motilal Oswal Focused Fund – Direct Growth has delivered 14.7% since inception
What is the expense ratio of Motilal Oswal Focused Fund – Direct Growth ?
The expense ratio of Motilal Oswal Focused Fund – Direct Growth is 0.96 % as of 29 September 2023.
What is the AUM of Motilal Oswal Focused Fund – Direct Growth?
The AUM of Motilal Oswal Focused Fund – Direct Growth is ₹35,484 Cr as of 29 September 2023
What are the top stock holdings of Motilal Oswal Focused Fund – Direct Growth?
The top stock holdings of Motilal Oswal Focused Fund – Direct Growth are
- A B B - 5.96%
- Zomato Ltd - 5.71%
- Avenue Super. - 5.34%
- Star Health Insu - 5.26%
- One 97 - 4.97%
How can I redeem my investments in Motilal Oswal Focused Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Motilal Oswal Focused Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Motilal Oswal Focused Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.