Motilal Oswal Focused 25 Fund is an Open-ended, large-cap category fund launched in 2013 by MO Asset Management Co. Ltd. The fund manager name is Siddharth Bothra. The risk in this fund is low but the returns are above average. In this article, we will do a detailed analysis of the Motilal Oswal Focused 25 Fund, we will dig deep into its AUM, NAV Returns & more.
Motilal Oswal Focused 25 Fund Ranking
Background of Motilal Oswal Focused 25 Fund
| Name of Fund |
Motilal Oswal Focused 25 Fund-Direct Plan |
| Type of Fund ( Open / Close) |
Open-ended |
| Category of Fund |
Equity: Large Cap |
| Fund Manager |
Siddharth Bothra |
| Launch Date |
1-May-2013 |
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Motilal Oswal Focused 25 Fund Performance
| Risk Grade |
Low |
| Return Grade |
Above Average |
| NAV (as on current Date) |
Rs. 22.48 as on Dec 14, 2018 |
| Net Asset (as on current date) |
Rs. 1104.1 crore as on Nov 30, 2018 |
MO Focused 25 Fund Portfolio Characteristics
| Total Stock/Securities |
25 |
| Total Bonds |
– |
| Avg Market Cap (in cr) |
88696 |
| Portfolio P/B Ratio |
5.8 |
| Portfolio P/E Ratio |
34.83 |
| 3Y Earning Growth (%) |
15.36 |
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Motilal Oswal Focused 25 Fund Composition
| Equity |
99.33% |
| Debt |
0.00% |
| Cash |
0.67% |
Motilal Oswal Focused 25 Fund Risk Analysis
| Standard Deviation |
14.28 |
| Sharpe Ratio |
0.38 |
| Beta |
0.85 |
| R Square |
0.73 |
| Alpha |
-0.1 |
Motilal Oswal Focused 25 Fund NAV – Yearly
| 2018 |
22.48 |
| 2017 |
23.09 |
| 2016 |
17.23 |
| 2015 |
16.53 |
| 2014 |
15.41 |
| 52 Week High (NAV) |
24.26 |
| 52 Week Low (NAV) |
20.45 |
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Motilal Oswal Focused 25 Fund Returns – Yearly
| 2018 |
-2.650% |
| 2017 |
34.040% |
| 2016 |
4.230% |
| 2015 |
7.280% |
| 2014 |
46.410% |
Motilal Oswal Focused 25 Fund AUM
| 2018 |
1147.95 |
| 2017 |
866 |
| 2016 |
373 |
| 2015 |
406 |
| 2014 |
222 |
MO Focused 25 Fund Expense Ratio
| 2018 |
– |
| 2017 |
1.490% |
| 2016 |
1.640% |
| 2015 |
1.640% |
| 2014 |
1.260% |
Motilal Oswal Focused 25 Fund Quarterly Returns
| 2018 Q1 |
-4.830% |
| 2018 Q2 |
4.470% |
| 2018 Q3 |
-3.640% |
| 2018 Q4 |
– |
|
|
| 2017 Q1 |
14.180% |
| 2017 Q2 |
7.010% |
| 2017 Q3 |
3.220% |
| 2017 Q4 |
6.270% |
|
|
| 2016 Q1 |
-7.900% |
| 2016 Q2 |
9.130% |
| 2016 Q3 |
9.010% |
| 2016 Q4 |
-4.880% |
|
|
| 2015 Q1 |
7.920% |
| 2015 Q2 |
0.430% |
| 2015 Q3 |
-1.240% |
| 2015 Q4 |
0.220% |
|
|
| 2014 Q1 |
6.540% |
| 2014 Q2 |
13.070% |
| 2014 Q3 |
11.730% |
| 2014 Q4 |
8.780% |
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MO Focused 25 Fund Weightage by Sector
| 1 |
Financial (43.06%) |
| 2 |
Technology (11.95%) |
| 3 |
Automobile (11.27%) |
| 4 |
Engineering (8.20%) |
| 5 |
Healthcare (7.17%) |
| 6 |
Construction (6.68%) |
| 7 |
Services (5.72%) |
| 8 |
FMCG (3.89%) |
| 9 |
Energy (1.38%) |
MO Focused 25 Fund Weightage by Securities Holding
| 1 |
HDFC Bank (9.52%) |
| 2 |
Kotak Mahindra Bank (7.09%) |
| 3 |
Maruti Suzuki India (6.96%) |
| 4 |
Tata Consultancy Services (6.52%) |
| 5 |
ICICI Lombard General (5.47%) |
| 6 |
HDFC(5.45%) |
| 7 |
HDFC Standard Life (5.38%) |
| 8 |
ABB (5.25%) |
| 9 |
Eicher Motors (4.31%) |
| 10 |
Britannia Inds. (3.89%) |
MO Focused 25 Fund Investment Information
| AMC |
Motilal Oswal Asset Management Company Ltd. |
| Registrar |
Karvy Fintech Pvt Ltd. |
| Minimum Investment |
500 |
| Minimum SIP Investment |
500 |
| Exit Load |
1% for redemption within 15 days |
Conclusion
The Scheme seeks to achieve long-term capital appreciation by investing in up to 25 companies with long-term sustainable competitive advantage and growth potential.
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