Motilal Oswal Focused Fund Direct-Growth

Q: What are the returns of Motilal Oswal Focused Fund?

The Motilal Oswal Focused Fund is a 12 yrs 1 m old fund and has delivered average annual returns of 14.33% since inception. Motilal Oswal Focused Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception 3.09% 13.83% 16.64% 12.1% 14.33%

NAV as of Jun 05, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹50.7642+0.26% 1 day change	14.33% p.a.	#NA View Ranked Funds	₹1,399 Crs

Historical NAV & returns

NAV: ₹50.7642 as on Jun 05, 2025

This fund Category average

Motilal Oswal Focused Fund overview

Expense ratio	1.01% as on May 31, 2025
Exit load	1.0% Exit load of 1%, if redeemed within 365 days.!
AUM (Fund size)	₹1,399 Crs
Lock-in	No Lockin
Age	12 yrs 1 m since Apr 22, 2013
Benchmark	NIFTY 500 TRI
Min. investment	SIP ₹500 & Lump. ₹500
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Motilal Oswal Focused Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Jun 06, 2025

Period	This fund	Category average
1 Month	14.77%	4.88%
3 Months	19.4%	11.29%
6 Months	-7.33%	-2.92%
1 Year	3.09%	8.57%
2 Years	13.75%	24.09%
3 Years	13.83%	22.07%
4 Years	9.67%	17.96%
5 Years	16.64%	25.81%
7 Years	12.0%	16.3%
10 Years	12.1%	15.42%

View returns in detail

Asset allocationas on Apr 30, 2025

Large Cap 11.578562%

Mid Cap 35.197649000000006%

Small Cap 51.513788999999996%

Other Cap 0.0%

Top holdings

Piramal Enterprises Ltd.9.0%

Religare Enterprises Ltd.8.6%

ZF Commercial Vehicle Control Systems India Ltd.7.22%

Bharat Dynamics Ltd.6.29%

Top sectors

Capital Goods 23.01%

Healthcare 15.0%

Financial 13.58%

Services 11.96%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Others 0.81%

Allocation by Instruments

Net Receivables 0.89481647%

CBLO 0.81327177%

Other Holdings

Others 0.89%

Detailed portfolio analysis

Peer comparison

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Motilal Oswal Focused Fund	N.A.	₹1,399 Crs	12 yrs 1 m	1.01%
ICICI Prudential India Opportunities Fund	N.A.	₹27,197 Crs	6 yrs 5 m	0.63%
SBI Contra Fund	N.A.	₹44,069 Crs	12 yrs 5 m	0.62%
ICICI Prudential Value Discovery Fund	N.A.	₹51,112 Crs	12 yrs 5 m	0.99%
ICICI Prudential Dividend Yield Equity Fund	N.A.	₹5,231 Crs	11 yrs 1 m	0.58%
ICICI Prudential India Equity FOF	N.A.	₹168 Crs	5 yrs 4 m	0.63%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Motilal Oswal Focused Fund	14.77%	-7.33%	3.09%	13.83%	16.64%	12.1%
ICICI Prudential India Opportunities Fund	3.12%	2.13%	14.56%	27.6%	32.99%	14.27%
SBI Contra Fund	2.68%	-2.65%	6.83%	25.09%	34.48%	17.15%
ICICI Prudential Value Discovery Fund	2.66%	1.93%	13.95%	23.83%	28.82%	16.1%
ICICI Prudential Dividend Yield Equity Fund	2.13%	1.19%	10.97%	26.7%	32.59%	17.15%
ICICI Prudential India Equity FOF	3.03%	-0.4%	11.61%	23.28%	28.77%	12.18%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Motilal Oswal Focused Fund	18.51	1.1	0.44	0.59
ICICI Prudential India Opportunities Fund	12.33	0.8	1.52	3.0
SBI Contra Fund	12.89	0.86	1.32	2.19
ICICI Prudential Value Discovery Fund	12.0	0.77	1.32	2.3
ICICI Prudential Dividend Yield Equity Fund	13.04	0.84	1.42	2.3
ICICI Prudential India Equity FOF	12.58	0.84	1.22	2.02

View all Strategy funds

Key risk & return ratios Compared to other funds in the category

Alpha	-4.66 vs. 5.56 Underperformed at beating benchmark
Sharpe	0.44 vs. 5.86 Poor risk-adjusted returns
Beta	1.1 vs. 0.85 More sensitive to market's ups & downs
Standard deviation	18.51 vs. 9.89 More volatile performance

Compare Motilal Oswal Focused Fund in detail with

About this fund

About Motilal Oswal Focused Fund

Motilal Oswal Focused Fund Direct-Growth is a Strategy mutual fund scheme from Motilal Oswal Mutual Fund. This fund has been in existence for 12 yrs 1 m, having been launched on 22/04/2013. Motilal Oswal Focused Fund Direct-Growth has ₹1,399 Crores worth of assets under management (AUM) as on 31/03/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Motilal Oswal Focused Fund Direct-Growth as of 05/06/2025 is ₹50.76. The fund has an expense ratio of 1.01%, which is higher than what most other Strategy funds charge.

Motilal Oswal Focused Fund Direct-Growth returns of last 1-year are 4.68%. Since launch, it has delivered 14.41% average annual returns. The fund has doubled the money invested in it every 5 yrs.
Motilal Oswal Focused Fund Direct-Growth scheme's ability to deliver returns consistently is lower than most funds of its category. Its ability to control losses in a falling market is low.
The fund has the majority of its money invested in Capital Goods, Healthcare, Financial, Services, Automobile sectors. It has taken less exposure in Capital Goods, Healthcare sectors compared to other funds in the category.
The fund's top 5 holdings are in Piramal Enterprises Ltd., Religare Enterprises Ltd., ZF Commercial Vehicle Control Systems India Ltd., Bharat Dynamics Ltd., One97 Communications Ltd..

...

Fund AUM	₹1,399 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

Fund managers

Rakesh Shetty

Mr. Shetty has done B.Com Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

Ajay Khandelwal

Mr. Khandelwal is MBA & Bachelor of Engineering. Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.

Atul Mehra

Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd

Investment objective

The Scheme seeks to achieve long term capital appreciation by investing in upto 30 companies with focus in multi cap space.

Motilal Oswal Mutual Fund details

No. of schemes	44 view all schemes
Total AUM	₹99,318 Crs as on Mar 31, 2025
Address	Motilal Oswal Towers - 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai, 400025
Phone	022-39804238 / 1800-200-6626

More funds from Motilal Oswal Mutual Fund

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
Motilal Oswal Midcap Fund	N.A.	₹27,780 Crs	16.82%	38.35%
Motilal Oswal Nifty Smallcap 250 Index Fund	N.A.	₹822 Crs	9.26%	34.13%
Motilal Oswal Large and Midcap Fund	N.A.	₹9,176 Crs	23.59%	32.38%
Motilal Oswal Nifty Midcap 150 Index Fund	N.A.	₹2,126 Crs	9.97%	32.04%
Motilal Oswal ELSS Tax Saver Fund	N.A.	₹3,897 Crs	17.87%	29.49%
Motilal Oswal Nifty 500 Index Fund	N.A.	₹2,199 Crs	8.04%	23.06%

See all Equity funds from this AMC

Frequently asked questions

What is the current NAV of Motilal Oswal Focused Fund?

The current Net Asset Value (NAV) of the Motilal Oswal Focused Fund - Direct Growth plan is approximately ₹50.7642 as of Jun 05, 2025.

What are the returns of this mutual fund scheme?

The Motilal Oswal Focused Fund is a 12 yrs 1 m old fund and has delivered average annual returns of 14.33% since inception.

Motilal Oswal Focused Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
3.09%	13.83%	16.64%	12.1%	14.33%

How much does this mutual fund charge as expense ratio?

The Motilal Oswal Focused Fund - Direct Growth has an expense ratio of 1.01%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

What is the AUM or fund size of this mutual fund?

The Motilal Oswal Focused Fund currently has assets under management (AUM) or fund size valued at approximately ₹1,399 Crs crore as of Mar 31, 2025.

What are the top stock holdings of Motilal Oswal Focused Fund?

The Motilal Oswal Focused Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Piramal Enterprises Ltd.	9.0%
Religare Enterprises Ltd.	8.6%
ZF Commercial Vehicle Control Systems India Ltd.	7.22%
Bharat Dynamics Ltd.	6.29%
One97 Communications Ltd.	6.07%
Radico Khaitan Ltd.	4.72%
Inox Wind Ltd.	3.77%
Suzlon Energy Ltd.	3.76%
Onesource Specialty Pharma Ltd.	3.7%
Dixon Technologies (India) Ltd.	3.53%

What are the top sectors Motilal Oswal Focused Fund has invested in?

The Motilal Oswal Focused Fund has primarily invested in the following sectors

Sector	Percentage of Portfolio
Capital Goods	23.01%
Healthcare	15.0%
Financial	13.58%
Services	11.96%
Automobile	10.32%
Energy	6.65%
Consumer Staples	4.72%
Others	3.04%
Chemicals	2.88%
Metals & Mining	2.83%

What is risk level of Motilal Oswal Focused Fund?

This is a Strategy fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How do I invest in Motilal Oswal Focused Fund?

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Motilal Oswal Focused Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Motilal Oswal Focused Fund is complete.

How can I redeem my investments in Motilal Oswal Focused Fund?

Redeeming your investments in Motilal Oswal Focused Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Motilal Oswal Focused Fund from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

in Strategy

#NA

Return Outperformance: This fund has generated highest return amongst Strategy funds in the last 3 Months .
Return Consistency: This fund ranks lower in terms of generating consistent return in it's category.
Volatility Protection: This fund ranks lower in terms of protecting against volatility within its category.
Chance: This fund has generated only 11.39% annual return in 70% of times for investors holding for at least 5 years.
Return/Risk: The fund is performing poorly than its category.
Exit Load: Exit load of 1%, if redeemed within 365 days.