Motilal Oswal Focused 25 Fund Review
About Motilal Oswal Midcap Mutual Fund
Motilal Oswal mutual fund is a public limited company incorporated on 14th Nov 2008 under the Companies Act, 1956. It undertakes several business activities including advisory and management services to off-shore funds, exchange of research on a commercial basis and financial consultancy, etc as subject to receipt of necessary regulatory approvals of Trustees. They also offer a range of products and services like investment activities, loan against shares, broking and distribution, investment banking, private equity, and institutional equities. The registered office is in Mumbai.
About Motilal Oswal Focused 25 Fund
It is an equity mutual fund scheme from Motilal Oswal mutual fund. Later on, this scheme was launched on 13th May 2013 to its investors. Currently, the fund is managed by Abhiroop Mukherjee and Siddharth Bothra. Talking about AU, it is of INR 1205.28 Cr, and, the latest NAV is about INR 26.202 (dated as of 3rd Feb 2020). This mutual fund is suitable for investors who are looking for medium to long-term investment. The fund is rated moderately high-level risk. Also, the minimum SIP investment is INR 500.
Top Holdings of Motilal Oswal Focused 25 Fund
- HDFC Bank Ltd.
- ICICI Bank Ltd.
- Kotak Mahindra Bank Ltd.
- HDFC Standard Life Insurance Company Ltd.
- Tata Consultancy Services Ltd.
- Avenue Supermarts Ltd.
- Container Corpn. Of India Ltd.
- Larsen & Toubro Ltd.
- Abbott India Ltd.
- Max Financial Services Ltd.
Objective of the Scheme
The objective of the scheme is to achieve long-term capital appreciation by investing in up to 25 companies with long-term sustainable competitive advantage & growth potential.
*Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.