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 Rank 2of5

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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  1. Invest in Mutual FundOpen Demat Account


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.


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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