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: 2.14% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,555.61 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 114% |
43.2817
-0.11 (-0.2442%)
12.79%
Benchmark: 12.6%
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
4 Years 0 Months
10 Years 8 Months
11 Years 3 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
Return by investing upto 30 companies with long term sustainable competitive advantage and growth potential. Investment in Equity and equity related instruments subject to overall limit of 30 companies.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 18.51 |
| Sharpe Ratio | 0.4 |
| Alpha | -6.42 |
| Beta | 1.11 |
| 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 | -7.35 | 10.37 | 13.69 | 14.36 | 10.15 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 9.47 | 27.33 | 26.66 | 26.0 | 14.89 |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 9.34 | 21.39 | 22.46 | - | - |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 9.12 | 25.69 | 27.17 | 28.93 | 14.64 |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 8.55 | 22.34 | 22.35 | 20.46 | 12.17 |
| Old Bridge Focused Fund - Regular Growth | 24-01-2024 | 8.12 | - | - | - | - |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 8.07 | 19.39 | 19.37 | 20.6 | 14.67 |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 7.93 | 14.49 | 14.29 | 19.23 | - |
| Invesco India Focused Fund - Growth | 08-09-2020 | 7.65 | 33.85 | 28.31 | - | - |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 6.55 | 20.39 | 20.19 | 20.93 | 12.71 |
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
55.05%
Others
1.68%
Large Cap
8.85%
Mid Cap
34.43%
