Motilal Oswal Focused 25 Regular Growth
Motilal Oswal Focused 25 Regular Growth4Morning Star
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- Fund Summary
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|Risk||Moderately High risk|
|Fund Type||Focused Fund|
|Exit Load||1% for 15 Days|
More about this fund
|Avenue Supermarts Ltd||9.8%|
|HDFC Bank Ltd||9.37%|
|ICICI Bank Ltd||9.18%|
|Kotak Mahindra Bank Ltd||7.5%|
|HDFC Life Insurance Co Ltd||7.01%|
|Tata Consultancy Services Ltd||6.76%|
|Container Corporation of India Ltd||6.55%|
|Abbott India Ltd||5.56%|
|Max Financial Services Ltd||4.49%|
|Dr Reddy's Laboratories Ltd||3.75%|
About Motilal Oswal Focused 25 Fund
The Scheme is an open-ended equity focused scheme investing in maximum 25 stocks of large cap companies. The Scheme is available under both growth and dividend (reinvestment and pay-out) option.
Pros & Cons of Motilal Oswal Focused 25 Fund
Motilal Oswal Focused 25 Fund offers following features:
- The Scheme has performed better compared to benchmark and category average in 5 year investment horizon however underperformed in 3 year and 1 year investment horizon.
- The Scheme has provided 12.82% of CAGR annualized returns since inception.
Fund Information and Statistics of Motilal Oswal Focused 25 Fund
i) Inception / Launch date
The Scheme was launched by Motilal Oswal Mutual Fund on 13 May 2013 and the scheme is benchmarked against Nifty 50 TRI.
ii) Risk level
Being an equity focused fund, the Scheme is suitable for investors looking for medium to long term investment and can anticipate moderately high level of risk.
Normally, redemption proceeds are despatched within 3 business days from acceptance of redemption request.
iv) Fund Manager
Equity component of the scheme is co-managed by Mr. Siddharth Bothra (managing since November 2016) and Mr. Gautam Sinha Roy (managing since December 2016). Mr. Abhiroop Mukherjee is managing the debt component of the scheme since inception.
v) Entry / Exit load
1% exit load is charged by the fund house if the units are redeemed on or before 15 days from the date of allotment. No exit load is charged in redeem after 15 days from the date of allotment. No entry load is charged by the fund house on subscriptions.
Tax benefits of investing in the fund
Long term capital gains (“LTCG”), in excess of Rs 1 lakh, are taxed @ 10% without indexation if units held for more than 12 months. Short term capital gains (“STCG”) are taxed @ 15% if units are held for less than 12 months. Investors do not pay any tax on dividends received but a Dividend Distribution Tax (“DDT”) is deducted by the fund house at source.
About Kotak Mutual Fund
Motilal Oswal Mutual Fund house was incorporated on 14 November 2008 and currently Mr. Aashish Somaiyaa is the MD & CEO of the fund house. The fund house generally focuses on “buy-right” and “sit-tight” investment opportunities. The sponsor of the fund house is Motilal Oswal Financial Services Limited. Mutual Fund offerings by the fund house come with unique features such as “Low Churn” and “Focused” portfolios.
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Min amount: ₹1,000
All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns