Motilal Oswal Focused Fund – Direct Growth

Equity · Focused
 · ★★
₹ 500
Min SIP
₹ 500
Min Lumpsum
0.94 %
Expense Ratio
★★
Rating
1,791
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 30.2% 11.1% 14.7% 15%
Category Average 39.9% 18.9% 17.1% -

Scheme Allocation

By Holding
By Sector
By Asset
Others
63.44%
View all Holdings
Holdings Sector Instrument Asset
Star Health Insu Insurance Equity 9.06%
Samvardh. Mothe. Auto Ancillaries Equity 8.88%
FSN E-Commerce E-Commerce/App based Aggregator Equity 6.79%
Sun Pharma.Inds. Pharmaceuticals Equity 6.16%
L&T Technology IT - Software Equity 5.66%
BSE Miscellaneous Equity 5.53%
Bharti Airtel Telecomm-Service Equity 5.33%
A B B Capital Goods - Electrical Equipment Equity 5%
ZF Commercial Auto Ancillaries Equity 4.81%
Dreamfolks Servi Miscellaneous Equity 4.57%
LIC Housing Fin. Finance Equity 4.34%
Larsen & Toubro Infrastructure Developers & Operators Equity 4.08%
Religare Enterp. Finance Equity 3.78%
Hind.Aeronautics Aerospace & Defence Equity 3.44%
Piramal Enterp. Finance Equity 3.32%
Reliance Industr Refineries Equity 2.87%
HDFC Bank Banks Equity 2.55%
Voltas Consumer Durables Equity 2.48%
Fino Payments Banks Equity 2.38%
HDFC Life Insur. Insurance Equity 2.06%
IndusInd Bank Banks Equity 1.99%
One 97 E-Commerce/App based Aggregator Equity 1.44%
Auto Components
13.69%
Finance
11.44%
Insurance
11.12%
Banks
6.91%
Retailing
6.79%
Others
50.04%
View all Sectors
Sectors Asset
Auto Components 13.69%
Finance 11.44%
Insurance 11.12%
Banks 6.91%
Retailing 6.79%
Pharmaceuticals & Biotech 6.16%
IT-Services 5.66%
Capital Markets 5.53%
Telecom-Services 5.33%
Electrical Equipments 5%
Transport Infrastructure 4.57%
Construction 4.08%
Cash & Others 3.48%
Aerospace & Defense 3.44%
Petroleum Products 2.87%
Consumer Durables 2.48%
Financial Technology (Fin 1.44%
Equity
96.52%
Net Curr Ass/Net Receivables
3.48%

Advance Ratio

-4.16
Alpha
3.67
SD
0.85
Beta
0.47
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.

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

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

More Funds from Motilal Oswal Mutual Fund

Fund Name

Mutual Funds By Category

Equity

Debt

Hybrid

equity
Large Cap Mutual Funds Large Cap Mutual Funds
Large Cap
Fund Name
Mid Cap Mutual Funds Mid Cap Mutual Funds
Mid Cap
Fund Name
Small Cap Mutual Funds Small Cap Mutual Funds
Small Cap
Fund Name
Multi Cap Funds Multi Cap Funds
Multi Cap
Fund Name
ELSS Mutual Funds ELSS Mutual Funds
ELSS
Fund Name
Dividend Yield Funds Dividend Yield Funds
Dividend Yield
Fund Name
Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
Sectoral / Thematic
Fund Name
Focused Funds Focused Funds
Focused
Fund Name
debt
Ultra Short Duration Funds Ultra Short Duration Funds
Ultra Short Duration
Fund Name
Liquid Mutual Funds Liquid Mutual Funds
Liquid
Fund Name
Gilt Mutual Funds Gilt Mutual Funds
Gilt
Fund Name
Long Duration Funds Long Duration Funds
Long Duration
Fund Name
Overnight Mutual Funds Overnight Mutual Funds
Overnight
Fund Name
Floater Mutual Funds Floater Mutual Funds
Floater
Fund Name
hybrid
Arbitrage Mutual Funds Arbitrage Mutual Funds
Arbitrage
Fund Name
Equity Savings Mutual Funds Equity Savings Mutual Funds
Equity Savings
Fund Name
Aggressive Hybrid Mutual Funds Aggressive Hybrid Mutual Funds
Aggressive Hybrid
Fund Name

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 ₹45.7 as of 18 March 2024.

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
  1. Auto Components - 13.69%
  2. Finance - 11.44%
  3. Insurance - 11.12%
  4. Banks - 6.91%
  5. Retailing - 6.79%

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 15% 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 0.94 % as of 18 March 2024.

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 18 March 2024

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
  1. Star Health Insu - 9.06%
  2. Samvardh. Mothe. - 8.88%
  3. FSN E-Commerce - 6.79%
  4. Sun Pharma.Inds. - 6.16%
  5. L&T Technology - 5.66%

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.
Invest Now