Motilal Oswal Mutual Fundimage

Motilal Oswal Focused Fund

EquityFocusedGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (02 Dec 24)

₹ 21.81

AUM (in Cr)

₹ 1924.61

5 Years CAGR

% 4.92

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Motilal Oswal Focused Fund
-1.61
-9.18
7.56
9.92
3.86
4.92
Nifty 500
0.45
-3.76
8.79
27.23
16.29
19.66
Focused
3.11
10.97
19.59
40.77
18.26
23.14

Note:  The Benchmark adopted by the AMC may be different from the one indicated above. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.

Scheme Information

Investment Objective

The fund will invest in companies with enduring economic moats that will ensure long term franchise value and continued growth potential.It seeks to achieve long term capital appreciation by investing in up to 25 companies with long term sustainable competitive advantage and growth potential.

Expense Ratio
% 2.05
Benchmark
Nifty 500
AUM
₹ 1924.61
Inception Date
22 Apr 2013
Turnover Ratio
% 94.00
Exit Load
1% - If redeemed on or before 1 Year from the date of allotment. Nil - If redeemed after 1 Year from the date of allotment.
Asset Class
Equity

Total AUM

₹ 75662.27

No. of Schemes under this AMC

51

Phone

39804263

Email

mfservice@motilaloswal.com

Incorporation Date

12/29/2009

Address

Motilal Oswal Tower, 10th Floor,, Rahimtullah Sayani Road,, Opposite Parel ST Depot,

Mumbai - 400025

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