Last NAV: 21.6448

MOTILAL OSWAL FOCUSED 25 FUND - REGULAR PLAN   -   Growth

INVESTMENT OBJECTIVE : The Scheme seeks to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
14.07% 14.52% 12.60% -0.16% 4.48% 1.04%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
1.01 1.43 0.67 13.90% -21.16% 61.11%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: Large Cap
AUM INR   1,105.82   Cr.
Inception Date 06/05/2013
Minimum Initial Investment INR   500
Minimum Subsequent Investment INR   500
TurnOver 40
Expense Ratio 2.2
Exit Load Exit load of 1% if redeemed within 15 days

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2013 0.00 0.00 0.00 0.00 -2.75 -3.07 -0.81 -4.83 4.26 7.88 2.47 0.88 3.45
2014 -2.88 3.36 5.74 0.21 3.97 8.12 2.74 5.13 3.05 3.22 5.54 -0.51 44.24
2015 8.74 0.17 -1.28 -3.38 5.16 -1.46 4.98 -6.12 -0.10 -0.68 -0.84 1.45 5.90
2016 -7.47 -5.97 5.49 4.55 1.50 2.49 6.83 1.51 0.21 2.56 -5.57 -2.10 2.83
2017 6.14 3.37 3.70 5.18 0.41 0.97 4.33 0.87 -2.26 2.11 -0.05 3.77 32.15
2018 1.11 -3.23 -3.05 6.28 0.23 -2.26 4.68 -0.09 -8.18 -5.68 7.46 -0.34 -4.20
2019 -2.83 -1.23 7.74 1.04 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4.48
all values are in %

Allocation Mandate

Equity Allocation Min: 65   Max: 100
Debt Allocation Min: 0   Max: 10
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 10

About Fund Managers:

Siddharth Bothra Motilal

  • Job Since 23/11/2016 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Mr Siddharth Bothra has a rich experience of more than 13 years in the field of research and investments. Prior to joining Motilal Oswal AMC hehad an extensive stint with Motilal Oswal Securities ltd. as senior analyst in the institutional equities division covering various sectors. During his stint with Motilal Oswal Securities ltd. Mr. Bothra won various recognition such as: ZEE Business TV - India's Best Analyst Awards 2009 Infrastructure, ET Reuters Starmine Awards No.1 Earnings Estimator 2009 Real Estate & No. 2 Stock Picker 2010 Real Estate. Mr. Bothra has also worked with broking outfits like Achemy Share & Stocks and VCK Share & Stocks in the past.
  • Education Mr. Bothra has done his Post Graduate Program (PGP) from Indian School of Business (ISB), Hyderabad, which included an international MBA exchange program with NYU Stern Leonard N. Stern School of Business, New York.

Abhiroop Mukherjee Motilal

  • Job Since 22/04/2013 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai.
  • Education Mr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management.

Gautam Sinha Roy Motilal

  • Job Since 26/12/2016 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience
  • Education

Siddharth Bothra Motilal

  • Job Since 23/11/2016 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Mr Siddharth Bothra has a rich experience of more than 13 years in the field of research and investments. Prior to joining Motilal Oswal AMC hehad an extensive stint with Motilal Oswal Securities ltd. as senior analyst in the institutional equities division covering various sectors. During his stint with Motilal Oswal Securities ltd. Mr. Bothra won various recognition such as: ZEE Business TV - India's Best Analyst Awards 2009 Infrastructure, ET Reuters Starmine Awards No.1 Earnings Estimator 2009 Real Estate & No. 2 Stock Picker 2010 Real Estate. Mr. Bothra has also worked with broking outfits like Achemy Share & Stocks and VCK Share & Stocks in the past.
  • Education Mr. Bothra has done his Post Graduate Program (PGP) from Indian School of Business (ISB), Hyderabad, which included an international MBA exchange program with NYU Stern Leonard N. Stern School of Business, New York.

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