September 16, 2022
mayank
Motilal Oswal Focused Fund
NAV Growth : Rs 38.6873
NAV IDCW : Rs 21.1150
Suitable For Which Investors ?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy :
The Scheme seeks to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential.
Motilal Oswal Focused 25 Fund Fund Manager :
1) Siddharth Bothra
Education : Mr. Bothra has done his Post Graduate Program (PGP) from Indian School of Business (ISB), Hyderabad, which included an international MBA exchange program with NYU Stern Leonard N. Stern School of Business, New York.
Experience : Prior to joining Motilal Oswal AMC he had an extensive stint with Motilal Oswal Securities ltd. as senior analyst in the institutional equities division covering various sectors. During his stint with Motilal Oswal Securities ltd. Mr. Bothra won various recognition such as: ZEE Business TV – India’s Best Analyst Awards 2009 Infrastructure, ET Reuters Starmine Awards No.1 Earnings Estimator 2009 Real Estate & No. 2 Stock Picker 2010 Real Estate. Mr. Bothra has also worked with broking outfits like Achemy Share & Stocks and VCK Share & Stocks in the past.
2) Abhiroop Mukherjee
Education : Mr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management.
Experience : Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai.
Investment Details
| Min. Investment (Rs) : | 500 |
| Min. Addl Investment (Rs) : | 500 |
| Min. SIP Investment (Rs) : | 500 |
| Min. Withdrawal (Rs) : | 500 |
| Min. No of Cheques : | 12 |
| Min. Balance (Rs): | — |
| Lock-in Period : | NA |
| Exit Load : | 1% for redemption within 15 days |
Basic Details
| Fund House : | Motilal Oswal Mutual Fund |
| Launch Date : | 13-May-13 |
| Return Since Launch : | 15.57% |
| Benchmark : | NIFTY 500 TRI : |
| Riskometer : | Very High |
| Type : | Open-ended |
| Assets : | Rs 1,807 Cr |
| (As on 31-Aug-2022) | |
| Expense Ratio : | 0.96% |
| (As on 31-Jul-2022) | |
| Risk Grade : | Below Average |
| Return Grade : | Below Average |
| Turnover : | 50.00% |
Motilal Oswal Focused 25 Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Focused 25 Dir | 5.76 | -0.1 | 4.06 | 17.3 | 16.02 | 0.43 | 18.3 | 11.41 | 13.1 | — |
| S&P BSE 100 TRI | 5.81 | -0.49 | 2.02 | 15.74 | 10.18 | 4.91 | 19.53 | 13.33 | 14.24 | — |
| Equity: Large Cap | 4.58 | -0.3 | 3.07 | 16.57 | 10.06 | 3.92 | 18.61 | 12.26 | 13.27 | — |
| Rank within category | 21 | 23 | 22 | 24 | 4 | 68 | 27 | 35 | 35 | — |
| Number of funds in category | 79 | 93 | 91 | 88 | 87 | 75 | 59 | 49 | 48 | 0 |
Peer Comparison
| Fund name | Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) |
| Motilal Oswal Focused 25 Dir | 3 star | 0.43 | 18.30 | 11.41 | 0.96 | 1,807 | 15.57 | 1.00 (15) | 9yrs 4mo | 50.00 |
| Axis Bluechip Dir | 5 star | -3.43 | 16.84 | 14.44 | 0.52 | 36,980 | 15.64 | 1.00 (365) | 9yrs 8mo | 47.00 |
| Mirae Asset Large Cap Dir | 4 star | 1.79 | 18.57 | 12.95 | 0.51 | 33,747 | 17.09 | 1.00 (365) | 9yrs 8mo | 22.00 |
| ICICI Pru Bluechip Dir | 5 star | 6.50 | 19.29 | 12.97 | 1.05 | 33,739 | 15.18 | 1.00 (365) | 9yrs 8mo | 28.00 |
| UTI Mastershare Dir | 4 star | 0.93 | 19.65 | 13.38 | 1.04 | 10,570 | 14.16 | 1.00 (365) | 9yrs 8mo | 29.00 |
Portfolio Analysis
| No. of Stocks : | 25 |
| Top 10 Stocks % : | 58.58 |
| Top 5 Stocks % : | 36.21% |
| Top 3 Sectors % : | 48.20% |
| Portfolio P/B Ratio : | 4.87 |
| Portfolio P/E Ratio : | 31.34 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,06,511 | 2,84,979 |
| Giant (%) | 50.50 | 62.49 |
| Large (%) | 34.64 | 29.57 |
| Mid (%) | 14.86 | 10.24 |
| Small (%) | — | 1.92 |
| Tiny (%) | — | — |
Motilal Oswal Focused 25 Fund by Chanakya :
Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.
Apply Online :
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