Motilal Oswal Focused Fund Direct Growth

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.

1. Motilal Oswal Focused Fund Direct Growth has ₹1555 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 1.
   

Motilal Oswal Focused Fund Direct Growth has given a CAGR return of 14.39% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -3.16%, 15.80% and 16.58% respectively.

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

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.

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 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.