Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
(Erstwhile Focused 25 Fund- Regular Plan Growth Option)
Fund House: Motilal Oswal Mutual Fund| Category: Equity: Focused |
| Launch Date: 05-05-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 2.07% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,803.57 Cr As on (31-03-2024) |
| Turn over: 121% | Exit Load: Exit load of 1% if redeemed within 15 days |
40.7518
0.28 (0.6979%)
13.6%
Benchmark: 12.51%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 0 Months
10 Years 8 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Scheme seeks to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.7 |
| Sharpe Ratio | 0.52 |
| Alpha | -4.86 |
| Beta | 0.85 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | 05-05-2013 | 21.7 | 18.02 | 11.01 | 14.03 | 13.82 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 61.99 | 31.13 | 23.61 | - | - |
| JM Focused Fund (Regular) - Growth Option | 05-03-2008 | 47.52 | 31.74 | 22.44 | 15.85 | 15.4 |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | 01-11-2020 | 46.42 | 29.6 | 23.9 | - | - |
| Quant Focused Fund - Growth Option - Regular Plan | 01-08-2008 | 45.9 | 27.36 | 18.91 | 22.37 | 19.8 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 41.86 | 28.54 | 22.32 | 20.52 | 15.4 |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 38.09 | 29.8 | 27.78 | 20.49 | 15.67 |
| DSP Focus Fund - Regular Plan - Growth | 10-06-2010 | 37.1 | 22.74 | 15.46 | 15.6 | 14.47 |
| BARODA BNP PARIBAS Focused Fund - Regular Plan-Growth Option | 06-10-2017 | 34.63 | 23.47 | - | - | - |
| Franklin India Focused Equity Fund - Growth Plan | 05-07-2007 | 34.52 | 25.38 | 20.53 | 19.01 | 18.2 |
Scheme Characteristics
A scheme focused on the number of stocks (maximum 30). Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
18.93%
Others
1.9%
Large Cap
30.98%
Mid Cap
48.18%
