3 Year return
16.3%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹2142.16 Cr.
Expense Ratio
0.91% (inclusive of GST)
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.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Motilal Oswal Mutual Fund Managers
SB
Siddharth Bothra
Fund Manager since Nov 2016
Fund House Details
Motilal Oswal Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
HDFC Focused 30 Fund |
29.12% |
3.5 |
ICICI Prudential Focused Equity Fund |
24.67% |
3.5 |
Quant Focused Fund |
24.1% |
3 |
Schemes by Motilal Oswal Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Quarterly IDCW Payout/Payout Payout
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Quarterly IDCW Reinvestment/Reinvestment Reinvestment
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Annual IDCW Payout/Payout Payout
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Annual IDCW Reinvestment/Reinvestment Reinvestment
Other . FoFs Domestic
Motilal Oswal 5 Year G-Sec Fund of Fund Direct Growth
About Motilal Oswal Focused 25 Fund (MOF25) Direct Plan Growth
Motilal Oswal Focused 25 Fund (MOF25) Direct Plan Growth is a large-cap fund managed by Motilal Oswal Asset Management Company. The fund’s asset allocation comprises a diversified portfolio of 25 large-cap equity shares. Motilal Oswal Focused 25 Fund (MOF25) Direct Plan Growth is an open-ended fund, which means that you can buy and sell units of the fund at any time. The expense ratio of the Motilal Oswal Focused 25 Fund (MOF25) Direct Plan Growth is slightly lower than the category average. A lower associated cost will result in higher returns in your pocket in the long run.
Investment Objectives of the Scheme
Motilal Oswal Focused 25 Fund (MOF25) Direct Plan Growth seeks to generate long-term capital appreciation by investing in a diversified portfolio of 25 large-cap equity shares. The fund invests at least 80% of its assets in large-cap equity shares.
Key Features of The Fund
5-year return | 18.98% |
Expense Ratio | 0.91% |
Fund Manager | Siddharth Bothra |
Fund Size | ₹2142.16 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
The Motilal Oswal Focused 25 Fund (MOF25) Direct Plan Growth is suitable for investors who are looking for long-term growth with moderate risk. The fund invests in a diversified portfolio of large-cap equity shares, which helps to reduce risk. However, it is important to note that this fund is still a relatively risky investment, and investors should be prepared for the possibility of losing money.
AMC Contact Details
Name | Motilal Oswal Mutual Fund |
Launch Date | November 2008 |
Addresss | 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400 025 |
Contact | 91-2240548002 8108622222 |
amc@motilaloswal.com | |
Website | https://www.motilaloswalmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Unleash the Power of Compounding With SIP
FAQs
What is today's NAV of Motilal Oswal Focused 25 Fund (MOF25)?
What is the AUM of Motilal Oswal Focused 25 Fund (MOF25)?
What is the expense ratio of Motilal Oswal Focused 25 Fund (MOF25)?
What are the returns of Motilal Oswal Focused 25 Fund (MOF25) since inception?
What is the minimum SIP amount to invest in Motilal Oswal Focused 25 Fund (MOF25)?
How do I invest in Motilal Oswal Focused 25 Fund (MOF25)?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Motilal Oswal Focused 25 Fund (MOF25)?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Motilal Oswal Focused 25 Fund (MOF25)?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Motilal Oswal Focused 25 Fund (MOF25)?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.