Jama - Motilal Oswal Focused 25 Fund


Motilal Oswal Focused 25 Fund


NAV : 41.6021
(-0.057200000000001694
arrow_downward
)
AUM : ₹16 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.75%4.15%18.58%9.77%4.64%18.44%NA



NAV History



Expense Ratio Trends


Fund Details

An open ended equity scheme investing in maximum 25 stocks intending to focus on Large Cap stocks
NAV41.6021
Launch Date13-05-2013
Min (1st time)₹500
Min (later on)₹500
Min SIP-
Expense Ratio96.0%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,08,896₹1,08,584₹313
After 1 year₹1,09,768₹1,08,493₹1,275
After 3 years₹1,66,156₹1,60,378₹5,778
After 20 years₹29,51,917₹23,31,506₹6,20,410

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 18.44% Past 3 yr Data




Fund Objective:
The investment objective of the Scheme is to achieve long term capital appreciation by investing in up to 25 companies with long term sustainable competitive advantage and growth potential. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Fund Manager:
Siddharth Bothra