Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹500 | ₹500 | 0.94 % | 2★ | ₹1,803 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹500 | ₹500 | 0.94 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 2★ | ₹1,803 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme 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. |
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 6.2% | 14.6% | 12.1% | 15.3% | ||||
| Category Average | 10.6% | 19.1% | 13.3% | - |
Scheme Allocation
Holding
Sector
Asset
HDFC Bank
ICICI Bank
A B B
Container Corpn.
Kotak Mah. Bank
Others
Fund House Details
Motilal Oswal Focused Fund
Fund Manager
Siddharth Bothra
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. |
|---|
Advance Ratio
| -0 | 1.1 | 0.9 | -0.01 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
AMC Contact Details
Motilal Oswal Mutual Fund
AUM:
33,159 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
You can invest in Motilal Oswal Focused Fund 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 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"
The Motilal Oswal Focused Fund has delivered 15.3% since inception
The NAV of Motilal Oswal Focused Fund is ₹39.0 as of 05 December 2022.
The expense ratio of Motilal Oswal Focused Fund is 0.94 % as of 05 December 2022.
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”.
