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This Value Research Rated Focused Fund Has given Close to 30% Returns on 3 Years SIP
You can concentrate on long-term wealth growth, but knowing what your short-term goals are can help you prepare more effectively. You might think about investing with the aid of mutual funds. The investment in mutual funds whether via SIP or Lump-Sum makes sense in the current economic situation. For SIP investment, there is a wide range of mutual fund categories. One such category is Focused Fund. The mutual fund we have highlighted here is one such focused fund that has given good returns over the years and is also rated by well-known agencies Such as CRISIL and Value Research.
Motilal Oswal Focused 25 Fund - Direct Plan-Growth
As mentioned above, it is a Focused Fund and was launched on 13 May 2013 by the Motilal Oswal Mutual Fund. Under the fund's Direct Plan-Growth scheme, it has Rs 1,648.9 Crores assets under management or AUM. The NAV or Net Asset Value of this Scheme is Rs 36.3818 as of 05 April 2022. The scheme's current Expense ratio is 1.08%, which is slightly higher than its category average.
It is a highly risky fund to invest. This is open-ended with no lock-in period fund. Also, it is a medium-sized fund in its category. This fund is managed by Mr Siddharth Bothra (For Equity Component) and Mr Abhiroop Mukherjee (For Debt Component). For investment in this fund, the minimum amount requires is RS 500 for both lump-sum and SIP, respectively.
This fund has been rated 1-Star by the rating agency CRISIL and 3 Star by Value Research. The Scheme aims to generate long-term capital appreciation by investing in up to 25 firms that have a long-term sustainable competitive advantage and growth potential.
Absolute And Annualised Returns
Lump-Sum Investment Returns
The return performance of this scheme in the last 1 year is good as the fund has given 11.38%. Since its inception, it has given good returns up to 15.61% average annual returns.
| Investment Tenure | Absolute Returns | Annualised Returns |
|---|---|---|
| 1 Year | 11.38% | 11.38% |
| 2 Year | 89.10% | 37.39% |
| 3 Year | 56.29% | 16.03% |
| 5 Year | 81.88% | 12.70% |
| Since Inception | 263.82% | 15.61% |
SIP Returns
| SIP Period | Absolute Returns | Annualised Returns |
|---|---|---|
| 1 Year | 2.22% | 4.15% |
| 2 Year | 20.53% | 19.10% |
| 3 Year | 29.44% | 17.50% |
| 5 Year | 43.48% | 14.42% |
Portfolio
The fund invests 97.38 per cent of its assets in Indian stocks, with 72.57 per cent in large-cap stocks, 6.3 per cent in mid-cap stocks, and 2.55 per cent in small-cap equities. The fund contains a 0.02 per cent investment in debt, with the remaining 0.02 per cent invested in very low-risk securities.
The majority of the fund's assets are invested in the financial, services, automobile, technology, and capital goods industries. In comparison to other funds in the category, it has acquired less exposure in the Financial and Services sectors.
Bajaj Auto Ltd., ICICI Bank Ltd., HDFC Bank Ltd., Tata Consultancy Services Ltd., and Housing Development Finance Corp. Ltd. are the fund's top holdings.
Disclaimer
Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.
