fbpx

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

Fill Your Details Here
  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

Know about other Mutual Funds

Franklin India Prima FundFranklin India Bluechip FundIcici Prudential Nifty Next 50 Index Fund
Franklin India Smaller Companies FundFranklin India Debt Hybrid FundIcici Prudential Regular Savings Fund
Franklin India Equity FundIcici Prudential Sensex EtfSbi Small Cap Fund

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

Get detailed analysis of other Mutual Funds

Absl Equity Advantage Fund Regular PlanIndiabulls Bluechip Fund Direct PlanParag Parikh Long Term Equity Fund
Absl Nifty Etf FundInvesco India Contra FundPrincipal Emerging Bluechip Fund
Aditya Birla Sun Life Equity FundInvesco India Financial Services FundQuant Tax Plan

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%

Find details on other Mutual Funds

Aditya Birla Sun Life Focused Equity FundInvesco India Growth Opportunities FundReliance Equity Hybrid Fund
Aditya Birla Sun Life Frontline Equity FundInvesco India Large Cap FundReliance Etf Junior Bees
Aditya Birla Sun Life Income FundInvesco India Mid Cap FundReliance Etf Nv 20

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


More on Mutual Funds

Top 10 Aggressive Hybrid Funds In IndiaTop 10 Large Cap Equity Funds In India
Top 10 Arbitrage Funds In IndiaTop 10 Liquid Funds In India
Top 10 Conservative Funds In IndiaTop 10 Medium Duration Funds In India
Top 10 Dividend Stocks In IndiaTop 10 Medium To Long Duration Funds In India
Top 10 Dynamic Asset Allocation FundsTop 10 Multi Cap Equity Funds In India
Top 10 Dynamic Bond Funds In IndiaTop 10 Mutual Funds In India
Top 10 Elss Funds In IndiaTop 10 Sectoral Funds In India
Top 10 Gilt Funds In IndiaTop 10 Short Duration Funds In India

Most Read Articles:

Everything about Discount Broker
Everything about Full Service Broker
Top Stock Brokers in India
Top 10 Intraday Trading Brokers in India
Best Demat Account in India
Stock Broker Comparison
Sub Broker Franchise
Top 10 Broking Franchise

Leave a Reply

Your email address will not be published. Required fields are marked *

Start your Mutual Fund Investment Now! Open an Account
×

Share your details & Become Sub Broker Now!

  1. Become Sub BrokerOpen Demat Account

Offer valid for limited time.

×

Share your details & Open Demat A/C Now!

  1. Open Demat AccountBecome Sub Broker

Offer valid for limited time.

×

Share your details & Get IPO Allotment Now!

  1. Invest in IPOOpen Demat Account

Offer valid for limited time.

×

Share your details & Invest in PMS Now!

  1. Invest in PMSOpen Demat Account

Offer valid for limited time.