Issued by:Motilal Oswal Asset Management Company Limited
Unit Price (NAV) : ₹
Minimum investment: ₹
MOTILAL OSWAL FOCUSED 25 FUND
About this Fund
Motilal Oswal Focused 25 Fund seeks to achieve long term capital appreciation by investing in up to 25 companies with long term sustainable competitive advantage and growth potential.
This Mutual Fund
Investment ofper month
gives returns of :
at 8.94% / annum
₹in 5 years
for a time period of
Returns % (CAGR)based on historic returns of 8.94% per annum
Fund Portfolio Data & Volatility Analysis
Asset type breakdown
Fund Holdings - Top 10
HDFC Bank Ltd
Reliance Industries Ltd
Kotak Mahindra Bank Ltd
HDFC Life Insurance Company Ltd.
Avenue Supermarts Ltd.
Container Corporation of India Ltd.
Tata Consultancy Services Ltd.
Abbott India Ltd.
PI Industries Ltd.
Fund Sectors/Industry Breakdown
% of market value
Industrial Capital Goods
About this Fund
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.He is manging Motilal Oswal Focused 25 Fund since November 2016 and prior to joining Motilal Oswal AMC he had an extensive stint with Motilal Oswal Securities ltd. as senior analyst in the institutional equities division covering various sectors and has also worked with broking outfits like Achemy Share & Stocks and VCK Share & Stocks in the past.
Mr.Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management.He is managing the Motilal Oswal Focused 25 Fund since April 2013 and prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai.
If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%. If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%. No tax is to be paid as long as you continue to hold the units.
We are licensed in Singapore, Hong Kong, and India. Kristal Advisors (SG) Pte. Ltd. (CMS100614-4) presently operates under the CMS license by the Monetary Authority of Singapore (MAS). Kristal Advisors (HK) Ltd. (BHZ135) is licensed and regulated by the Securities and Futures Commission to carry out Type 4 and Type 9 regulated activities and is not involved in the discretionary management of any collective investment scheme. Kristal Advisors Private Ltd. (INA100006852) presently operates as a Registered Investment Advisor under the jurisdiction of the Securities and Exchange Board of India. Kristal, its affiliates and/or its employees may hold positions in the assets discussed herein.
The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained in this page constitute a solicitation, recommendation, endorsement, or offer by Kristal.AI or any third party service provider to buy or sell any securities or other financial instruments in this or in in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.
All Content on this page is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in this page constitutes professional and/or financial advice, nor does any information on the page constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other Content on this page before making any decisions based on such information or other Content.