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Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

Motilal Oswal Focused 25 Fund (MOF25) - Portfolio Analysis

  • ₹46.95 (-0.08%)

    Current NAV 12-12-2024

  • 20.99%

    Returns

  • Min. SIP ₹500

    Min. Investment ₹500

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-Oct-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 99.88%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Mid Cap 45.19
Small Cap 33.74
Large Cap 20.95

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Auto Components

Finance

Insurance

Retailing

IT - Services

Banks

Transport Infrastructure

Financial Technology (Fintech)

Leisure Services

Construction

Consumer Durables

Fertilizers & Agrochemicals

Automobiles

Pharmaceuticals & Biotechnology

IT - Software

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
13-Dec-2024
Holdings PE Ratio
13-Dec-2024
1Y Return
ZF Commercial Vehicle Control Systems India Limited Mid Cap Auto Components (51.43) 10.22% 53.21 -26.27%
Religare Enterprises Limited Small Cap Finance (38.89) 9.77% 95.6 39.39%
FSN E-Commerce Ventures Limited Mid Cap Retailing (213.58) 9.73% 1120 -0.83%
L&T Technology Services Limited Mid Cap IT - Services (63.18) 9.29% 43.53 9.48%
Star Health And Allied Insurance Company Limited Mid Cap Insurance (49.19) 9.21% 0 -15.16%
Samvardhana Motherson International Limited Large Cap Auto Components (112.37) 9.15% 30.54 71.92%
Piramal Enterprises Limited Small Cap Finance (30.66) 8.8% -14.89 37.11%
Dreamfolks Services Limited Small Cap Transport Infrastructure (0) 5.91% 0 0%
One 97 Communications Limited Mid Cap Financial Technology (Fintech) (497.52) 4.76% -92.06 63.31%
Fino Payments Bank Limited Small Cap Banks (44.17) 3.47% 0 -2.32%
Jana Small Finance Bank Limited Small Cap Banks (19.57) 2.92% 0 0%
Barbeque Nation Hospitality Limited Small Cap Leisure Services (84.43) 2.87% -220.89 -25.13%
HDFC Life Insurance Company Limited Large Cap Insurance (21.48) 2.51% 80.39 -9.39%
Larsen & Toubro Limited Large Cap Construction (44.61) 2.45% 40.43 14.36%
Titan Company Limited Large Cap Consumer Durables (87.12) 2.09% 96.11 -2.54%
PI Industries Limited Mid Cap Fertilizers & Agrochemicals (37.19) 1.98% 34.09 16.37%
Mahindra & Mahindra Limited Large Cap Automobiles (29.28) 1.55% 32.35 85.39%
Sun Pharmaceutical Industries Limited Large Cap Pharmaceuticals & Biotechnology (48.5) 1.31% 39.43 47.37%
Infosys Limited Large Cap IT - Software (39.82) 0.99% 30.81 38.01%
HDFC Bank Limited Large Cap Banks (19.57) 0.9% 20.72 14.89%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Motilal Oswal Focused 25 Fund (MOF25)?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Motilal Oswal Focused 25 Fund (MOF25)?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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