motilal oswal focused 25 (Equity, Large Cap)

Moderately High
5 yrs 5 monthsStarted on:13 May 2013
₹ 1171.19 Cras on: 19 Sep 2018
Long Term Horizon
2.38%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load

Similar Funds
HDFC Top 200 Fund
Current NAV 1114.25
Return (CAGR) 20.19%
Crisil Ranking 3
Value Research
ICICI Prudential Focused Bluechip Equity Fund
Current NAV 1114.25
Return (CAGR) 14.87%
Crisil Ranking 2
Value Research
Axis Equity Fund
Current NAV 1114.25
Return (CAGR) 12.25%
Crisil Ranking 4
Value Research
UTI-Mastershare Unit Scheme
Current NAV 1114.25
Return (CAGR) 17.97%
Crisil Ranking 3
Value Research
RELIANCE FOCUSED LARGE CAP FUND
Current NAV 1114.25
Return (CAGR) 9.48%
Crisil Ranking 3
Value Research NA
Baroda Pioneer Large Cap Fund - Plan A
Current NAV 1114.25
Return (CAGR) 4.24%
Crisil Ranking NA
Value Research NA
Franklin India BLUECHIP FUND
Current NAV 1114.25
Return (CAGR) 20.95%
Crisil Ranking 3
Value Research
DSP BlackRock Top 100 Equity Fund
Current NAV 1114.25
Return (CAGR) 21.35%
Crisil Ranking 5
Value Research
SBI Nifty Index Fund
Current NAV 1114.25
Return (CAGR) 14.58%
Crisil Ranking 3
Value Research
Aditya Birla Sun Life Index Fund
Current NAV 1114.25
Return (CAGR) 16.16%
Crisil Ranking 4
Value Research
principal nifty 100 equal weight
Current NAV 1114.25
Return (CAGR) 11.03%
Crisil Ranking NA
Value Research

Tenure

TenureReturns (CAGR)
1 YR0.40
2 YR11.00
3 YR10.61

SIP Returns

TenureReturns (CAGR)
1 YR0.2
2 YR7.56
3 YR10.98
5 YR12.64

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.9
Maruti Suzuki India Ltd.8.3
Kotak Mahindra Bank Ltd.6.67
Housing Development Finance Corpn. Ltd.6.46
Tata Consultancy Services Ltd.5.82
HDFC Standard Life Insurance Company Ltd.5.7
ICICI Lombard General Insurance Comapny Ltd.5.44
Britannia Industries Ltd.5.3
Eicher Motors Ltd.5.29
ABB Ltd.4.71

Top Sectoral Holdings

Sector Name% Assets
Financial42.98
Automobile13.58
Technology10.07
Engineering8.4
FMCG7.21
Healthcare6.94
Services5.01
Construction3.01
Energy2.28

Indicators

LabelValue
Standard Deviation12.14%
Beta0.76%
Sharpe Ratio0.46

Siddharth Bothra

Mr. Bothra has done his Post Graduate Program (PGP) from Indian School of Business (ISB), Hyderabad, which included an international MBA exchange program with NYU Stern Leonard N. Stern School of Business, New York.
Mr Siddharth Bothra has a rich experience of more than 13 years in the field of research and investments. Prior to joining Motilal Oswal AMC hehad an extensive stint with Motilal Oswal Securities ltd. as senior analyst in the institutional equities division covering various sectors. During his stint with Motilal Oswal Securities ltd. Mr. Bothra won various recognition such as: ZEE Business TV - India's Best Analyst Awards 2009 Infrastructure, ET Reuters Starmine Awards No.1 Earnings Estimator 2009 Real Estate & No. 2 Stock Picker 2010 Real Estate. Mr. Bothra has also worked with broking outfits like Achemy Share & Stocks and VCK Share & Stocks in the past.
© CRISIL Limited 2017. All Rights Reserved