The investment objective of the Scheme is to achieve long term capital appreciation by investing in up to 25 companies with long term sustainable competitive advantage and growth potential. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Date of inception: 13-May-13
Rs.10,000 invested in the scheme in Dec 2018 is worth Rs. 11,709 as on 31st Dec 2019. For the same period Rs. 10,000 invested in Benchmark TRI is now worth Rs. 11,348.
Rs.10,000 invested in the scheme in Dec 2016 is worth Rs. 14,823 as on 31st Dec 2019. For the same period Rs. 10,000 invested in Benchmark TRI is now worth Rs. 15.468.
Rs.10,000 invested in the scheme in Dec 2014 is worth Rs. 16,142 as on 31st Dec 2019. For the same period Rs. 10,000 invested in Benchmark TRI is now worth Rs. 15,661.
Rs.10,000 invested in the scheme at inception is worth Rs. 24,256 as on 31st Dec 2019. For the same period Rs. 10,000 invested in Benchmark TRI is now worth Rs. 22,168.
The performance of schemes of Motilal Oswal Mutual Fund is Benchmarked to the Total Return variant of respective Index chosen as Benchmark as against Price Return variant of respective Benchmark Index. In case, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth Option. Different plans have different expense structure. This scheme is currently managed by Mr. Siddharth Bothra. He has been managing this fund since 23-Nov-2016; Mr. Abhiroop Mukherjee is the fund manager for debt component.
Data as on 31st Dec 2019
| Top 10 Holdings | |
| Scrip Name | Weightage (%) |
|---|---|
| HDFC Bank Limited | 10.38 |
| ICICI Bank Limited | 9.88 |
| Kotak Mahindra Bank Limited | 7.67 |
| HDFC Life Insurance Company Limited | 7.64 |
| Tata Consultancy Services Limited | 7.50 |
| Avenue Supermarts Limited | 7.30 |
| Container Corporation of India Limited | 6.99 |
| Larsen & Toubro Limited | 5.10 |
| Abbott India Limited | 4.75 |
| Max Financial Services Limited | 4.27 |
(Data as on 31-Dec-2019)
Industry Classification as recommended by AMFI
| Name of the Scheme |
Riskometer 
Investors understand that their principal will be at |
| Motilal Oswal Focused 25 Fund (MOF25) An open ended equity scheme investing in maximum 25 stocks intending to focus on large cap stocks. | |
| This product is suitable for investors who are seeking* | |
| ● Return by investing in upto 25 companies with long term sustainable competitive advantage and growth potential ● Investment in Equity and equity related instruments subject to overall limit of 25 companies. |
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Reap the full growth potential of stocks
We do not buy more than 25-30 stocks reducing the risk of diversification
We buy Quality companies with Growth potential and Longevity advantage at favourable Price
