Motilal Oswal Focused Fund – Direct (IDCW)
₹ 500
Min SIP
₹ 500
Min Lumpsum
0.94 %
Expense Ratio
Rating
1,861
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
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 26.1% | 14% | 16% | 15.2% | ||||
| Category Average | 37.8% | 19.7% | 19% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
-3.91
Alpha
3.67
SD
0.85
Beta
0.48
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 30 companies with long term sustainable competitive advantage and growth potential.
Fund Managers
Santosh Singh
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Focused .
-
- 11,246
-
42.1%Fund Size - 11,246
-
30.7%Fund Size - 11,246
-
22.6%Fund Size - 11,246
-
- Equity .
- Focused .
-
- 11,511
-
38.4%Fund Size - 11,511
-
23%Fund Size - 11,511
-
20.7%Fund Size - 11,511
-
- Equity .
- Focused .
-
- 7,895
-
33%Fund Size - 7,895
-
20.1%Fund Size - 7,895
-
19.4%Fund Size - 7,895
-
- Equity .
- Focused .
-
- 1,056
-
32.5%Fund Size - 1,056
-
18.7%Fund Size - 1,056
-
20.2%Fund Size - 1,056
-
- Equity .
- Focused .
-
- 1,542
-
33.1%Fund Size - 1,542
-
18.5%Fund Size - 1,542
-
17.4%Fund Size - 1,542
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
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Focused .
-
- 1,861
-
26.1%Fund Size - 1,861
-
14%Fund Size - 1,861
-
16.2%Fund Size - 1,861
-
- Hybrid .
- Aggressive Hybrid .
-
- 417
-
21.6%Fund Size - 417
-
15.7%Fund Size - 417
-
15.7%Fund Size - 417
-
- Equity .
- ELSS .
-
- 3,402
-
56.1%Fund Size - 3,402
-
27.8%Fund Size - 3,402
-
23.5%Fund Size - 3,402
-
- Other .
- FoFs Overseas .
-
- 4,624
-
40.7%Fund Size - 4,624
-
15.7%Fund Size - 4,624
-
23.4%Fund Size - 4,624
-
- Equity .
- Mid Cap .
-
- 9,819
-
58.9%Fund Size - 9,819
-
38.8%Fund Size - 9,819
-
29.8%Fund Size - 9,819
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,930
-
40.3%Fund Size - 1,930
-
21.7%Fund Size - 1,930
-
20.4%Fund Size - 1,930
-
- Equity .
- Large Cap .
-
- 26,137
-
39.7%Fund Size - 26,137
-
26.3%Fund Size - 26,137
-
19.8%Fund Size - 26,137
-
- Equity .
- Large Cap .
-
- 12,830
-
29.5%Fund Size - 12,830
-
17.8%Fund Size - 12,830
-
19.8%Fund Size - 12,830
-
- Equity .
- Large Cap .
-
- 54,904
-
39.1%Fund Size - 54,904
-
22.4%Fund Size - 54,904
-
19.7%Fund Size - 54,904
-
- Equity .
- Large Cap .
-
- 8,027
-
31.5%Fund Size - 8,027
-
19%Fund Size - 8,027
-
19.1%Fund Size - 8,027
Frequently Asked Questions
How to invest in Motilal Oswal Focused Fund – Direct (IDCW) ?
You can invest in Motilal Oswal Focused Fund – Direct (IDCW) 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 (IDCW) 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 (IDCW) ?
The NAV of Motilal Oswal Focused Fund – Direct (IDCW) is ₹22.8 as of 17 May 2024.
How to redeem Motilal Oswal Focused Fund – Direct (IDCW) 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 (IDCW)?
The minimum SIP amount of Motilal Oswal Focused Fund – Direct (IDCW) is ₹500
What are the top sectors Motilal Oswal Focused Fund – Direct (IDCW) has invested in?
The top sectors Motilal Oswal Focused Fund – Direct (IDCW) has invested in are
- Auto Components - 13.69%
- Finance - 11.44%
- Insurance - 11.12%
- Banks - 6.91%
- Retailing - 6.79%
Can I make investments in both the SIP and Lump Sum schemes of Motilal Oswal Focused Fund – Direct (IDCW)?
Yes, You can select both SIP or Lumpsum investment of Motilal Oswal Focused Fund – Direct (IDCW) based on your investment objective and risk tolerance.
How much returns have Motilal Oswal Focused Fund – Direct (IDCW) generated ?
The Motilal Oswal Focused Fund – Direct (IDCW) has delivered 15.2% since inception
What is the expense ratio of Motilal Oswal Focused Fund – Direct (IDCW) ?
The expense ratio of Motilal Oswal Focused Fund – Direct (IDCW) is 0.94 % as of 17 May 2024.
What is the AUM of Motilal Oswal Focused Fund – Direct (IDCW)?
The AUM of Motilal Oswal Focused Fund – Direct (IDCW) is ₹35,484 Cr as of 17 May 2024
What are the top stock holdings of Motilal Oswal Focused Fund – Direct (IDCW)?
The top stock holdings of Motilal Oswal Focused Fund – Direct (IDCW) are
- Samvardh. Mothe. - 9.48%
- FSN E-Commerce - 9.17%
- Star Health Insu - 9.13%
- Religare Enterp. - 7.55%
- ZF Commercial - 6.78%
How can I redeem my investments in Motilal Oswal Focused Fund – Direct (IDCW)?
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 (IDCW) 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 (IDCW) in Scheme, enter the redemption amount, and click on submit button.