★ ★ ★ ★ ★

Motilal Oswal Focused 25 Direct Dividend Payout

Equity

  

Focused Fund

NAV

13.208 -0.3571

as on (03 Apr, 2020)

RETURNS

-3.94 %

Fund Type

Open Ended

Investment Plan

Dividend Payout

Expense Ratio

0.9 %

Benchmark

IISL Nifty 50 TR INR

Asset Size

1236.79 Cr.

(As of 30 Apr, 2019)

Risk

Moderately High

Objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 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.

app screenshot
Google play store download image   Apple app store download image

Fund manager

Abhiroop Mukherjee

(since 07 May, 2013)

Exit load

1 %

(If redeemed within 15 days)

Minimum sip

₹ 500

minimum investment

₹ 500

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

HDFC Bank Ltd

9.52 %

Kotak Mahindra Bank Ltd

7.09 %

Maruti Suzuki India Ltd

6.96 %

Tata Consultancy Services Ltd

6.52 %

Sector Allocation

About the Scheme Type

Focused Fund

Focused Funds have shares in limited number of companies (typically less than thirty companies) as well as in limited number of sectors (typically less than 3 sectors). Now, the reason why mutual funds are so popular is because of diversification only, but while that may be a good things when it comes to investments, too much diversification might also result in nominal returns. Hence, a Focused Fund, because of itsfocused approach on a few units can deliver market beating returns, the less diversification can also mean more exposure torisks.

Ratings

This fund is rated 5 stars by Morning Star Ratings.

★ ★ ★ ★ ★

Overview of Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. has been appointed as the Investment Manager to Motilal Oswal Mutual Fund by the Trustee vide Investment Management Agreement (IMA) dated May 21, 2009, executed between Motilal Oswal Trustee Company Ltd. and Motilal Oswal Asset Management Company Ltd.

Investment philosophy of Motilal Oswal Mutual Fund - ‘Buy Right' means buying quality companies at a reasonable price and 'Sit Tight' means staying invested in them for a longer time to realise the full growth potential of the stocks.

It is a known fact that good quality companies are in business for decades but views about these companies change every year, every quarter, every month and sometimes every day! While many of you get the first part of identifying good quality stocks, most don’t stay invested for a long enough time. The temptation to book profits at 25% or 50% or even 100% returns in a 1 to 3 year period is so natural that you miss out on the chance of generating substantial wealth that typically happens over the long term; say a 10 year period.

‘Buy Right : Sit Tight’ philosophy emerged from the expertise of our sponsor Motilal Oswal Securities Ltd. that experience in equity market research and advisory since 1987. This philosophy drives all of Motiwal Oswal’s equity products and offerings; be it Mutual Fund or Portfolio Management Services.