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: 1,399.06 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.

44.0802

13.04%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 17.24
Sharpe Ratio 0.18
Alpha -6.87
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)- Regular Plan Growth Option 05-05-2013 1.76 12.67 13.16 15.85 10.93
BANDHAN Focused Equity Fund - Regular Plan - Growth 16-03-2006 16.19 23.88 21.43 21.56 12.66
Invesco India Focused Fund - Growth 08-09-2020 15.01 36.03 26.41 - -
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 14.18 28.78 25.24 26.62 15.1
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option 05-05-2021 13.84 22.73 21.3 - -
Mirae Asset Focused Fund Regular Plan Growth 05-05-2019 13.77 15.75 13.23 21.31 -
HDFC Focused 30 Fund - GROWTH PLAN 05-09-2004 13.33 26.97 25.73 30.08 14.98
Old Bridge Focused Equity Fund - Regular Growth 24-01-2024 12.47 - - - -
DSP Focused Fund - Regular Plan - Growth 10-06-2010 12.19 25.26 21.84 21.72 12.43
SBI Focused Equity Fund - Regular Plan -Growth 01-10-2004 11.81 20.28 17.87 20.85 14.92

Scheme Characteristics

A scheme focused on the number of stocks (maximum 30). Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

55.05%

Others

1.68%

Large Cap

8.85%

Mid Cap

34.43%

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