Motilal Oswal Focused Fund - Regular Plan Growth Option
Fund House: Motilal Oswal Mutual Fund
Category: Equity: Focused
Status: Open Ended Schemes
Launch Date: 05-05-2013
Minimum Investment: 500.0
Asset Class: Equity
Minimum Topup: 500.0
Benchmark: NIFTY 500 TRI
Total Assets: 1512.66 As on (31-12-2025)
Expense Ratio: 2.12% As on (31-12-2025)
Turn over: 81.00% | Exit Load:
NAV as on 16-01-2026
43.5551
0.0653
CAGR Since Inception
12.28%
NIFTY 500 TRI 12.38%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Motilal Oswal Focused Fund - Regular Plan Growth Option | 1.39 | 9.99 | 8.27 | 11.17 | 12.28 |
| NIFTY 500 TRI | 9.28 | 16.45 | 15.66 | 15.39 | 12.38 |
| Equity: Focused | 7.17 | 16.23 | 14.63 | 14.44 | 14.42 |
Funds Manager
Mr. Siddharth Bothra
RETURNS CALCULATORS for Motilal Oswal Focused Fund - Regular Plan Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Motilal Oswal Focused Fund - Regular Plan Growth Option
Portfolio Holdings
Show All Holdings
Sector Allocation
Show All Sectors
PEER COMPARISION of Motilal Oswal Focused Fund - Regular Plan Growth Option
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Focused Fund Reg Plan Gr | 05-05-2013 | 1.39 | 3.42 | 9.99 | 8.27 | 11.17 |
| ICICI Pru Focused Equity Gr | 05-05-2009 | 18.84 | 19.19 | 23.13 | 20.17 | 17.07 |
| Kotak Focused Fund Reg Gr | 05-07-2019 | 16.08 | 13.58 | 17.65 | 15.84 | 0.0 |
| SBI FOCUSED FUND Reg PLAN Gr | 01-10-2004 | 15.27 | 15.38 | 18.79 | 16.17 | 15.65 |
| HDFC Focused Fund GR | 05-09-2004 | 12.93 | 15.98 | 21.3 | 22.97 | 15.5 |
| ITI Focused Fund Reg Gr | 19-06-2023 | 12.61 | 14.54 | 0.0 | 0.0 | 0.0 |
| ABSL Focused Gr | 05-10-2005 | 12.32 | 13.15 | 17.41 | 14.6 | 14.08 |
| Nippon India Focused Fund Gr Plan Gr | 26-12-2006 | 11.0 | 8.64 | 15.29 | 16.01 | 14.48 |
| Old Bridge Focused Fund Reg Gr | 24-01-2024 | 10.79 | 0.0 | 0.0 | 0.0 | 0.0 |
| DSP Focused Fund Reg Gr | 10-06-2010 | 9.41 | 11.73 | 19.68 | 13.81 | 13.3 |
Asset Allocation (%)
Key Performance and Risk Statistics of Motilal Oswal Focused Fund - Regular Plan Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Motilal Oswal Focused Fund - Regular Plan Growth Option | 12.4 | 0.3 | -7.01 | 1.13 | - | - |
| Equity: Focused | - | - | - | - | - | - |