Motilal Oswal Focused 25 Fund Regular - IDCW Payout/Reinvestment

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Focused NAV 16.6868 -7.21 15 July, 2022
Motilal Oswal Focused 25 Fund Regular - IDCW Payout/Reinvestment was previously known as

Motilal Oswal MOSt Focused 25 Fund - Regular Plan (Dividend Reinvest)

Fund Details

Category Focused
Fund Type Open Ended
Investment Plan Dividend
Launch Date 13 May, 2013
Benchmark NIFTY 50 TRI
Asset Size(Cr) 1569.74 (As on 30-06-2022)
Turn over 40.00%
Min Investment ₹ 500
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 500
Exit Load 1% for redemption within 15 days
Expense Ratio 2.29% (As on 31-05-2022)
Fund Manager Abhiroop Mukherjee,Siddharth Bothra

Investment Returns (As on 15 Jul, 2022)

Duration Returns Benchmark Category
1 W -3.62% -1.02% -0.55%
1 M -3.5% 2.39% 3.58%
3 M 10.1% -7.57% -7.55%
6 M -1.69% -11.33% -12.76%
1 Y -12.74% 2.07% 0.09%
2 Y 16.54% 24.48% 24.65%
3 Y 1.86% 12.85% 13.63%
5 Y 0.61% 11.55% 9.73%

Risk Mesasures (As on 15 Jul, 2022)

Std Dev Sharpe Beta Alpha
Fund 13.57 1.03 4.54 0.95
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Motilal Oswal Focused 25 Fund Regular - IDCW Payout/Reinvestment -12.74% 1.86% 0.61%

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