Motilal Oswal Focused 25 Fund (MOF25)- Direct Plan Growth Option
(Erstwhile Focused 25 Fund- Direct Plan Growth Option)
Fund House: Motilal Oswal Mutual Fund| Category: Equity: Focused |
| Launch Date: 13-05-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 1.02% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,399.06 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 114% | Exit Load: 1% - If redeemed on or before 1 Year from the date of allotment for Subscription received Wef 10-July-2024, Nil - If redeemed after 1 Year from the date of allotment. |
46.9085
0.74 (1.5822%)
13.71%
Benchmark: 12.46%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 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
3 Years 10 Months
10 Years 1 Months
11 Years 0 Months
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 | 17.25 |
| Sharpe Ratio | 0.24 |
| Alpha | -5.72 |
| Beta | 1.03 |
| 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)- Direct Plan Growth Option | 13-05-2013 | -0.05 | 10.54 | 13.09 | 16.05 | 11.01 |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 17.39 | 27.54 | 26.81 | 31.34 | 14.65 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 15.58 | 28.5 | 25.48 | 27.87 | 14.45 |
| BANDHAN Focused Equity Fund - Regular Plan - Growth | 16-03-2006 | 15.46 | 22.81 | 20.77 | 21.6 | 11.81 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 15.38 | 36.35 | 26.52 | - | - |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 14.95 | 14.48 | 13.04 | 21.73 | - |
| DSP Focused Fund - Regular Plan - Growth | 10-06-2010 | 14.82 | 25.15 | 21.12 | 22.39 | 12.01 |
| Old Bridge Focused Equity Fund - Regular Growth | 24-01-2024 | 14.82 | - | - | - | - |
| Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | 05-05-2021 | 14.79 | 21.68 | 21.0 | - | - |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 14.35 | 21.87 | 18.91 | 22.38 | 12.59 |
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
53.3%
Others
1.7%
Large Cap
11.14%
Mid Cap
33.87%
