Motilal Oswal Focused Fund Direct Growth

Motilal Oswal Focused Fund Direct Growth

Equity

Motilal Oswal Mutual Fund

Focused Fund

Get the latest NAV of Motilal Oswal Focused Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹47.54

▲1.3%1D

NAV as on 14 May 2025

13.85%/per year

Since Inception

Absolute Gain%

▲▼

723 people have invested ₹ 26.1L in Motilal Oswal Focused Fund Direct Growth in the last three months

Motilal Oswal Focused Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (14-May-25)

The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
This Fund
Nifty 500
Category Avg
1 Month
10.58%
8.42%
7.07%
3 Months
9.85%
9.05%
5.64%
6 Months
-9.49%
2.44%
0.58%
1 Year
0.39%
8.78%
10.26%
3 Years
13.6%
18.65%
19.68%
5 Years
16.78%
24.52%
23.25%

Motilal Oswal Focused Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

19
/19
21% Performance
5% Risk Management
51% Cost

Ranked 19 out of 19 mutual funds in the focused fund category as per INDmoney.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Motilal Oswal Focused Fund
19/19
1,399Cr
1.02%
0.39%
13.6%
13.85%
HDFC Focused 30 Fund Direct Growth
1/19
18,560Cr
0.71%
18.77%
28.51%
16.03%
Invesco India Focused Fund Direct Growth
3/19
3,693Cr
0.58%
16.86%
28.7%
26.46%
SBI Focused Equity Fund Direct Growth
9/19
36,041Cr
0.77%
13.06%
18.19%
15.83%
See all
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Beats FD returns for both 3Y & 5Y
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Has not generated consistent returns
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Does not beat the benchmark consistently
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Highly volatile within category

Motilal Oswal Focused Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Motilal Oswal Focused Fund Asset Allocation

See fund asset allocation details as on (13-May-25)

Fund Distribution

as on (13-May-25)

Equity 98.3%

Debt & Cash 1.7%

Small cap
49.6%
Mid cap
33.9%
Large cap
11.1%
Large Cap allocation has gone up from 9.2% to 11.1%
Large Cap allocation has gone up from 9.2% to 11.1%
Small Cap allocation has gone down from 51.7% to 49.6%
Small Cap allocation has gone down from 51.7% to 49.6%
Mid Cap allocation has gone up from 26.2% to 33.9%
Mid Cap allocation has gone up from 26.2% to 33.9%
Cash allocation has gone down from 9.9% to 1.7%
Cash allocation has gone down from 9.9% to 1.7%

Motilal Oswal Focused Fund Sector Allocation

See fund sector allocation details as on (13-May-25)

Sector Allocation

Equity 98.3%

Debt & Cash 1.7%

Financial Services
37.6%
Consumer Cyclical
35.7%
Tech
15.1%
Industrial
8.4%
Basic Materials
2%
Health
1.3%

Top 3 Sectors in April were Financial Services, Industrial & Tech

Apr'25

Industrial

31%

Financial Services

26%

Tech

17%

Mar'25

Financial Services

28%

Industrial

24%

Tech

18%

Motilal Oswal Focused Fund Holdings Details

as on (30-Apr-25)

Equity

Top Stocks bought last month
Suzlon Energy Ltd's allocation increased from 1.47% to 2.82%
Suzlon Energy Ltd's allocation increased from 1.47% to 2.82%
OneSource Specialty Pharma Ltd's allocation increased from 1.69% to 2.91%
OneSource Specialty Pharma Ltd's allocation increased from 1.69% to 2.91%
Radico Khaitan Ltd's allocation increased from 3.73% to 4.58%
Radico Khaitan Ltd's allocation increased from 3.73% to 4.58%
Top Stocks sold last month
Religare Enterprises Ltd's allocation decreased from 9.77 % to 9.52 %
Religare Enterprises Ltd's allocation decreased from 9.77 % to 9.52 %
Dixon Technologies (India) Ltd's allocation decreased from 3.2 % to 2.82 %
Dixon Technologies (India) Ltd's allocation decreased from 3.2 % to 2.82 %
Dreamfolks Services Ltd's allocation decreased from 4.87 % to 2.55 %
Dreamfolks Services Ltd's allocation decreased from 4.87 % to 2.55 %

Motilal Oswal Focused Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.02%
Benchmark
Nifty 500 TR INR
AUM₹1399 Cr
Inception Date7 May, 2013
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
121.04%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Motilal Oswal Focused Fund

Motilal Oswal Focused Fund Direct Growth is an equity fund. This fund was started on 7 May, 2013. The fund is managed by Ajay Khandelwal. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Focused Fund Direct Growth has ₹1399 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
  2. The fund has an expense ratio 1.

Returns

Motilal Oswal Focused Fund Direct Growth has given a CAGR return of 13.85% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 0.39%, 13.60% and 16.78% respectively.

Holdings

Motilal Oswal Focused Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Financial Services, Tech, Consumer Cyclical, Health, Consumer Defensive, Basic Materials. Its top holdings are Piramal Enterprises Ltd, Religare Enterprises Ltd, ZF Commercial Vehicle Control Systems India Ltd, Bharat Dynamics Ltd Ordinary Shares, One97 Communications Ltd

Taxation

As it is a focused fund mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Motilal Oswal Focused Fund Direct Growth

The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 30 companies with focus in multi cap space. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Focused Fund Direct Growth has no lock in period.

Fund Manager

Ajay Khandelwal

Fund Manager of Motilal Oswal Focused Fund Direct Growth, since 1 October 2024

Learn more about Motilal Oswal Mutual Fund
Parameters
Apr'25
Mar'25
Feb'25
AUM
₹ 1.4K Cr
₹ 1.4K Cr
₹ 1.3K Cr
  • AUM of the fund stands at 1.4K Cr as of Apr'25
  • AUM decreased by 1.9 Cr between Apr'25 and Mar'25

Compare Motilal Oswal Focused Fund

Motilal Oswal Focused Fund

VS

SBI Focused Equity Fund Direct Growth

Frequently Asked Questions for Motilal Oswal Focused Fund Direct Growth

What is the current NAV of Motilal Oswal Focused Fund Direct Growth?

The current NAV of Motilal Oswal Focused Fund Direct Growth is ₹47.54 as on 14-May-2025.

What are the average returns of Motilal Oswal Focused Fund Direct Growth?

Existing (Absolute + CAGR) as on 14-May-2025.
Motilal Oswal Focused Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
10.58%
10.58%
6 Month Returns
-9.49%
-9.49%
1 Year Returns
0.39%
0.39%
3 Years Returns
46.58%
13.6%

How do I invest in Motilal Oswal Focused Fund Direct Growth?

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Motilal Oswal Focused Fund Direct Growth?

1.02% as on April 2025

What is net assets under management (AUM) of Motilal Oswal Focused Fund Direct Growth?

₹1399 Cr as on April 2025

What are the top 5 holdings of Motilal Oswal Focused Fund Direct Growth?

Piramal Enterprises Ltd(9%), Religare Enterprises Ltd(8.6%), ZF Commercial Vehicle Control Systems India Ltd(7.22%), Bharat Dynamics Ltd Ordinary Shares(6.29%), One97 Communications Ltd(6.07%) as on April 2025

What are the top 3 sectors that this Motilal Oswal Focused Fund Direct Growth has invested in?

Industrial(30.23%), Financial Services(25.68%), Tech(16.26%) as on April 2025

What is the alpha of Motilal Oswal Focused Fund Direct Growth?

The alpha ratio for the Motilal Oswal Focused Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Motilal Oswal Focused Fund Direct Growth
-13.2
-5.5
-7.78
As on April 2025
The alpha for Motilal Oswal Focused Fund Direct Growth is calculated against Nifty 500 TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.

What is the beta of Motilal Oswal Focused Fund Direct Growth??

The Beta ratio for the Motilal Oswal Focused Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Motilal Oswal Focused Fund Direct Growth
1.36
1.03
0.99
As on April 2025
The Beta for Motilal Oswal Focused Fund Direct Growth is calculated with Nifty 500 TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.

What is the sharpe ratio of Motilal Oswal Focused Fund Direct Growth?

The sharpe ratio for the Motilal Oswal Focused Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Motilal Oswal Focused Fund Direct Growth
-0.54
0.22
0.57
As on April 2025
The sharpe ratio for Motilal Oswal Focused Fund Direct Growth is calculated with Nifty 500 TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.

What is the standard deviation of Motilal Oswal Focused Fund Direct Growth?

The standard deviation for the Motilal Oswal Focused Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Motilal Oswal Focused Fund Direct Growth
23.69
17.25
16.06
As on April 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.

What is the Sortino ratio of Motilal Oswal Focused Fund Direct Growth?

Sortino ratio is 0.3 as on April 2025. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.

Who is the manager of Motilal Oswal Focused Fund Direct Growth?

Ajay Khandelwal is the fund manager of Motilal Oswal Focused Fund Direct Growth

What is the exit load of Motilal Oswal Focused Fund Direct Growth?

The Exit load of Motilal Oswal Focused Fund Direct Growth is 1%