Motilal Oswal Focused 25 Fund (D)

Motilal Oswal Focused 25 Fund (D)

AMC Name: Motilal Oswal Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty 50 TRI
Fund Manager Siddharth Bothra
Fund Horizon OPEN
Inception Date 13-May-2013
Scheme AUM(CR) ` 1184.42
Minimum SIP/LUMPSUM ` 500/ ` 500
Increment SIP/LUMPSUM ` 1/ ` 1
SIP Dates 1,7,14,21,28
Entry 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.
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.
Expense Ratio 2.2

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 1.75% 1.99%
3 Month 12.32% 7.76%
6 Month 11.33% 1.48%
1 Year 16.53% 11.91%
3 Year 12.62% 15.27%
5 Year 10.01% 8.50%
Since Inception 14.05% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others