Motilal Oswal Focused 25 Fund (Equity, Large Cap)

Moderately High
6 yrs 4 monthsStarted on:13 May 2013
₹ 1044.66 Cras on: 23 Aug 2019
Long Term Horizon
2.25%
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

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Tenure

TenureReturns (CAGR)
YTD0.15
2 YR0.43
3 YR7.47

SIP Returns

TenureReturns (CAGR)
3 YR2.08
5 YR5.75

Portfolio

Company Name% Assets
HDFC Bank Ltd.10.6
HDFC Life Insurance Co Ltd.9.18
ICICI Bank Ltd.7.65
Kotak Mahindra Bank Ltd.6.58
Tata Consultancy Services Ltd.5.87
Larsen & Toubro Ltd.5.86
Axis Bank Ltd.5.18
ABB Ltd.4.48
ICICI Lombard General Insurance Comapny Ltd.4.48
Max Financial Services Ltd.3.77

Top Sectoral Holdings

Sector Name% Assets
Financial51.52
Technology8.85
Healthcare7.39
Construction6.97
Services6.78
Engineering6.42
Automobile6.06
FMCG2.61
Energy1.87

Indicators

LabelValue
Portfolio turnover ratio35
Standard Deviation13.44%
Beta0.93%
Sharpe Ratio0.15

Abhiroop Mukherjee,Siddharth Bothra

Mr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management.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.
Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai. 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.