Motilal Oswal Focused 25 Fund – Direct Plan – Analyse AUM, NAV, Returns and more

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 - Direct Plan


Motilal Oswal Focused 25 Fund Ranking

Crisil MF Rank2of5

Background of Motilal Oswal Focused 25 Fund

Name of FundMotilal Oswal Focused 25 Fund-Direct Plan
Type of Fund ( Open / Close)Open-ended
Category of Fund Equity: Large Cap
Fund ManagerSiddharth Bothra
Launch Date1-May-2013

Invest in Motilal Oswal Focused 25 Fund – Fill up the Form Below

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    1. Invest in Mutual FundOpen Demat Account


    Motilal Oswal Focused 25 Fund Performance

    Risk GradeLow
    Return GradeAbove 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/Securities25
    Total Bonds
    Avg Market Cap (in cr)88696
    Portfolio P/B Ratio5.8
    Portfolio P/E Ratio34.83
    3Y Earning Growth (%)15.36

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    Motilal Oswal Focused 25 Fund Composition

    Equity99.33%
    Debt0.00%
    Cash0.67%

    Motilal Oswal Focused 25 Fund Risk Analysis

    Standard Deviation14.28
    Sharpe Ratio0.38
    Beta0.85
    R Square0.73
    Alpha-0.1

    Motilal Oswal Focused 25 Fund NAV – Yearly

    201822.48
    201723.09
    201617.23
    201516.53
    201415.41
    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%
    201734.040%
    20164.230%
    20157.280%
    201446.410%

    Motilal Oswal Focused 25 Fund AUM

    20181147.95
    2017866
    2016373
    2015406
    2014222

    MO Focused 25 Fund Expense Ratio

    2018
    20171.490%
    20161.640%
    20151.640%
    20141.260%

    Motilal Oswal Focused 25 Fund Quarterly Returns

    2018 Q1-4.830%
    2018 Q24.470%
    2018 Q3-3.640%
    2018 Q4
    2017 Q114.180%
    2017 Q27.010%
    2017 Q33.220%
    2017 Q46.270%
    2016 Q1-7.900%
    2016 Q29.130%
    2016 Q39.010%
    2016 Q4-4.880%
    2015 Q17.920%
    2015 Q20.430%
    2015 Q3-1.240%
    2015 Q40.220%
    2014 Q16.540%
    2014 Q213.070%
    2014 Q311.730%
    2014 Q48.780%

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    MO Focused 25 Fund Weightage by Sector

    1Financial (43.06%)
    2Technology (11.95%)
    3Automobile (11.27%)
    4Engineering (8.20%)
    5Healthcare (7.17%)
    6Construction (6.68%)
    7Services (5.72%)
    8FMCG (3.89%)
    9Energy (1.38%)

    MO Focused 25 Fund Weightage by Securities Holding

    1HDFC Bank (9.52%)
    2Kotak Mahindra Bank (7.09%)
    3Maruti Suzuki India (6.96%)
    4Tata Consultancy Services (6.52%)
    5ICICI Lombard General (5.47%)
    6HDFC(5.45%)
    7HDFC Standard Life (5.38%)
    8ABB (5.25%)
    9Eicher Motors (4.31%)
    10Britannia Inds. (3.89%)

    MO Focused 25 Fund Investment Information

    AMCMotilal Oswal Asset Management Company Ltd.
    RegistrarKarvy Fintech Pvt Ltd.
    Minimum Investment500
    Minimum SIP Investment500
    Exit Load1% 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.


    Invest in MO Focused 25 Fund– Fill up the Form Below

      Fill Your Details Here
      1. Invest in Mutual FundOpen Demat Account


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