Motilal Oswal Focused Reg-IDCW

Fund Category: Focused

Fund Category Focused

Very High Equity IDCW

1 Morning Star

1 Value Research

NAV( 30 May 2025)

₹ 19.25
12.44%

Motilal Oswal Focused Reg-IDCW

Invest now

Performance

12.15%3y Returns

1.27% 1D Returns

Investment details

  • Min SIP amount

    ₹ 500
  • Min Lumpsum

    ₹ 500
  • Lock In

    0
  • Expense ratio

    2.15%
  • Exit load

    1% Exit load of 1%, if redeemed within 365 days.
    L After 365 days

Fund details

View Fund Documents
  • Fund size

    ₹ 1,399 Cr
  • Plan

    REGULAR
  • Launch date

    22 Apr 2013
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY 500 Total Return Index
  • ISIN

    INF247L01171

Fund allocation

Asset allocation

Company holdings
Company Allocation %
Apar Industries Ltd 2.12%
Cholamandalam Investment & Finance Company Ltd 2.65%
Hindustan Aeronautics Ltd 3.09%
Samvardhana Motherson International Ltd 3.1%
PTC Industries Ltd 2.83%
Piramal Enterprises Ltd 9.0%
Radico Khaitan Ltd 4.72%
Religare Enterprises Ltd 8.6%
Sun Pharmaceutical Industries Ltd 2.3%
Suzlon Energy Ltd 3.76%
ZF Commercial Vehicle Control Systems India Ltd 7.22%
Zen Technologies Ltd 3.04%
Multi Commodity Exchange Of India Ltd 3.12%
Angel One Ltd 2.33%
Inox Wind Ltd 3.77%
Dixon Technologies (India) Ltd 3.53%
Amber Enterprises India Ltd 2.2%
Bharat Dynamics Ltd 6.29%
Gujarat Fluorochemicals Ltd 2.88%
One 97 Communications Ltd 6.07%
Dreamfolks Services Ltd 2.77%
Kaynes Technology India Ltd 2.57%
Premier Energies Ltd 3.14%
Waaree Energies Ltd 3.51%
Onesource Specialty Pharma Ltd 3.7%
Net Receivables 0.89%
Others CBLO 0.81%
Sectors
Company Allocation %
Others 4.74%
Services 11.96%
Automobile 10.32%
Consumer Staples 4.72%
Energy 6.65%
Metals & Mining 2.83%
Financial 13.58%
Healthcare 15.00%
Diversified 2.12%
Capital Goods 23.01%
Consumer Discretionary 2.20%
Chemicals 2.88%

Risk Associated

Very High
  • Investors be aware that principal under this fund will be at Very High risk.
  • This product is suitable for investors who are seeking capital appreciation over long term

Contact Information

Address:

About

Motilal Oswal Mutual Fund was incorporated on November 14, 2008. It is sponsored by Motilal Oswal Securities Limited which was founded in 1987 as a small sub-broking unit, with just two people running the show. It is a well-diversified financial services firm offering a range of financial products and services. They follow a strategy to create wealth from equity -'Buy Right : Sit Tight'. ?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. Focus on customer-first-attitude, ethical and transparent business practices, respect for professionalism, research-based value investing and implementation of cutting-edge technology has enabled it to blossom into an almost 2000 member team.

  • Funds Offered

    3
  • AUM

    ₹ 14,235 Cr
  • Highest Return

    24.6%
About

Siddharth Bothra Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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