Motilal Oswal Focused Fund

Equity | Focused Funds
 | 2
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

Returns and Ranks ( as on 05 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
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
9.21%
ICICI Bank
7.79%
A B B
7.26%
Container Corpn.
5.55%
Kotak Mah. Bank
5.47%
Others
64.72%
Banks
25.81%
Retailing
12.44%
Insurance
8.13%
Automobiles
7.03%
Petroleum Products
3.6%
Others
42.99%
Equity
98.94%
Reverse Repos
0.81%
Net Curr Ass/Net Receivables
0.26%

Fund House Details

Motilal Oswal Mutual Fund

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”.
Invest Now