Motilal Oswal Focused 25 (Equity, Large Cap)

Moderately High
5 yrs 11 monthsStarted on:13 May 2013
₹ 1031.93 Cras on: 22 Mar 2019
Long Term Horizon
2.01%
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
Reliance Focused Large Cap
Current NAV 29.9
Return (CAGR) 9.48%
Value Research NA
HDFC Top 100
Current NAV 491.85
Return (CAGR) 19.94%
Value Research
Axis Bluechip
Current NAV 27.88
Return (CAGR) 11.77%
Value Research
ICICI Pru Bluechip
Current NAV 41.71
Return (CAGR) 14.09%
Value Research
UTI Mastershare
Current NAV 121.06
Return (CAGR) 17.69%
Value Research
Franklin India Bluechip
Current NAV 464.59
Return (CAGR) 20.44%
Value Research
Baroda Pioneer Large Cap
Current NAV 14.27
Return (CAGR) 4.15%
Value Research NA
SBI Nifty Index
Current NAV 98.18
Return (CAGR) 14.26%
Value Research
DSP Top 100 Equity
Current NAV 202.34
Return (CAGR) 20.62%
Value Research
Aditya Birla SL Index
Current NAV 112.13
Return (CAGR) 15.76%
Value Research
Principal Nifty 100 Equal Weight
Current NAV 71.47
Return (CAGR) 10.52%
Value Research

Tenure

TenureReturns (CAGR)
YTD2.42
1 Month6.51
3 Month3.43
1 YR5.80
2 YR7.79
3 YR13.50

SIP Returns

TenureReturns (CAGR)
1 YR2.38
2 YR2.28
3 YR6.98
5 YR8.97

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.9
ICICI Bank Ltd.5.8
Kotak Mahindra Bank Ltd.5.55
HDFC Life Insurance Co Ltd.5.24
ICICI Lombard General Insurance Comapny Ltd.5.19
Larsen & Toubro Ltd.4.79
Maruti Suzuki India Ltd.4.78
Infosys Ltd.4.72
Axis Bank Ltd.4.63
Tata Consultancy Services Ltd.4.34

Top Sectoral Holdings

Sector Name% Assets
Financial47.96
Technology11.05
Automobile8.64
Healthcare7.21
Engineering7.11
Services5.27
Construction4.79
FMCG4.01
Energy2.38

Indicators

LabelValue
Portfolio turnover ratio46
Standard Deviation13.02%
Beta0.83%
Sharpe Ratio0.52

Abhiroop Mukherjee,Gautam Sinha Roy,Siddharth Bothra

Mr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management.Mr. Roy is MBA, Bachelor of Engineering & CFAMr. 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.
Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai. Has been with Motilal Oswal AMC for the last four years as a Fund Manager.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.