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Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

(Erstwhile Focused 25 Fund- Regular Plan Growth Option)

Category: Equity: Focused
Launch Date: 05-05-2013
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.14% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,519.13 Cr As on (30-06-2025)
Turn over: 114
NAV (₹): 43.8932 ₹ -0.73 ( -1.6679%)
as on 25-07-2025
CAGR Since Inception - 12.86%
NIFTY 500 TRI - 12.54%

Fund Managers

Mr. Siddharth Bothra


Investment Objective

Return by investing upto 30 companies with long term sustainable competitive advantage and growth potential. Investment in Equity and equity related instruments subject to overall limit of 30 companies.

PERFORMANCE of Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

Scheme Performance (%) Data as on - 25-07-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option -6.8 12.13 13.98 10.08 12.86
NIFTY 500 TRI 2.64 18.63 21.97 13.91 12.54
Equity: Focused 2.01 17.85 20.1 13.04 15.29

RETURNS CALCULATOR for Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option 12.4 0.53 -7.7 1.11 - -
Equity: Focused - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Motilal Oswal Focused 25 (MOF25) Reg Gr 05-05-2013 -6.8 10.77 12.13 13.98 10.08
Bandhan Focused Fund Reg Gr 16-03-2006 12.57 21.69 19.92 19.17 12.18
Invesco India Focused Gr 08-09-2020 8.43 32.32 25.76 0.0 0.0
Canara Robeco Focused Fund Reg Gr 05-05-2021 8.34 19.86 19.58 0.0 0.0
HDFC Focused Fund GR 05-09-2004 8.13 23.8 24.57 27.66 14.04
SBI FOCUSED FUND Reg PLAN Gr 01-10-2004 7.96 16.76 16.94 19.89 14.45
Mirae Asset Focused Reg Gr 05-05-2019 6.93 13.05 12.81 17.7 0.0
ICICI Pru Focused Equity Gr 05-05-2009 6.87 24.42 24.01 24.89 14.69
Axis Focused Fund Reg Gr 02-05-2012 5.71 14.04 12.22 14.41 11.61
DSP Focused Fund Reg Gr 10-06-2010 5.06 20.78 20.03 19.05 11.62

Asset Allocation (%)

PORTFOLIO ANALYSIS of Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)