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.

₹51.20

▲0.2%1D

NAV as on 16 Jan 2026

13.73%/per year

Since Inception

Absolute Gain%

▲▼

684 people have invested ₹ 40.7L 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 (16-Jan-26)

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

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
0.34%
-0.07%
-1.28%
2.54%
11.26%
9.54%
Nifty 500
-0.03%
-0.48%
0.9%
8.33%
14.94%
14.8%
Focused Fund Avg
-0.28%
-0.83%
0.05%
7.25%
16.67%
15.02%
Best in Focused Fund
2.17%
4.88%
7%
20.18%
24.61%
24.5%
Worst in Focused Fund
-2.66%
-8.47%
-8.53%
-1.23%
11.26%
8.5%
Category Rank
20/20
20/20
19/19
17/19
9/13
--

Motilal Oswal Focused Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

20
/20
32% Performance
5% Risk Management
52% Cost

Ranked 20 out of 20 mutual funds in the focused fund category as per INDmoney.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Motilal Oswal Focused Fund
20/20
1,513Cr
1.01%
2.54%
11.26%
-5.58
1.13
0.32
0.47
-0.59
ICICI Prudential Focused Equity Fund Direct Growth
1/20
14,569Cr
0.6%
20.18%
24.61%
7.81
0.91
1.35
2.53
2.08
HDFC Focused Fund Direct Growth
2/20
26,537Cr
0.62%
14.07%
22.75%
7.56
0.71
1.53
3.21
1.30
Kotak Focused Fund Direct Growth
3/20
3,972Cr
0.55%
17.64%
19.32%
2.83
0.90
0.99
1.65
0.78
See all
Positive: 5Y returns in the top 25% of the category
5Y returns in the top 25% of the category
Positive: Beats FD returns for both 3Y & 5Y
Beats FD returns for both 3Y & 5Y
Negative: Has not generated consistent returns
Has not generated consistent returns
Negative: Does not beat the benchmark consistently
Does not beat the benchmark consistently
Negative: Highly volatile within category
Highly volatile within category

Motilal Oswal Focused Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

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 (14-Jan-26)

Fund Distribution

as on (14-Jan-26)

Mid cap
43.5%
Small cap
35.4%
Large cap
17.6%
Mid Cap allocation has gone down from 48.5% to 43.5%
Mid Cap allocation has gone down from 48.5% to 43.5%
Large Cap allocation has gone up from 9.2% to 17.6%
Large Cap allocation has gone up from 9.2% to 17.6%
Small Cap allocation has gone up from 34.8% to 35.4%
Small Cap allocation has gone up from 34.8% to 35.4%
Cash allocation has gone down from 4.3% to 3.4%
Cash allocation has gone down from 4.3% to 3.4%

Motilal Oswal Focused Fund Sector Allocation

See fund sector allocation details as on (14-Jan-26)

Sector Allocation

Industrial
31.2%
Financial Services
27%
Tech
15.7%
Consumer Cyclical
12.7%
Health
4.5%
Consumer Defensive
4.4%
Basic Materials
2.4%
Real Estate
2%

Top 3 Sectors in December were Financial Services, Tech & Consumer Cyclical

Dec'25

Financial Services

24%

Tech

20%

Consumer Cyclical

20%

Nov'25

Financial Services

24%

Tech

22%

Consumer Cyclical

15%

Motilal Oswal Focused Fund Holdings Details

as on (31-Dec-25)

Top Stocks bought last month
OneSource Specialty Pharma Ltd's allocation increased from 3.47% to 4.12%
OneSource Specialty Pharma Ltd's allocation increased from 3.47% to 4.12%
Multi Commodity Exchange of India Ltd's allocation increased from 5.04% to 5.6%
Multi Commodity Exchange of India Ltd's allocation increased from 5.04% to 5.6%
Aditya Birla Capital Ltd's allocation increased from 3.2% to 3.64%
Aditya Birla Capital Ltd's allocation increased from 3.2% to 3.64%
Top Stocks sold last month
One97 Communications Ltd's allocation decreased from 6.61 % to 6.54 %
One97 Communications Ltd's allocation decreased from 6.61 % to 6.54 %
Piramal Finance Ltd's allocation decreased from 5.88 % to 4.67 %
Piramal Finance Ltd's allocation decreased from 5.88 % to 4.67 %
Coforge Ltd's allocation decreased from 4.29 % to 3.8 %
Coforge Ltd's allocation decreased from 4.29 % to 3.8 %

Motilal Oswal Focused Fund Direct Growth Overview

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

Expense ratio1.01%
Benchmark
Nifty 500 TR INR
AUM₹1513 Cr
Inception Date7 May, 2013
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
102.76%
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 Varun Sharma, Atul Mehra, Sunil Sawant, Rakesh Shetty. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Focused Fund Direct Growth has ₹1513 Cr worth of assets under management (AUM) as on Jan 2026 and is more than category average.
  2. The fund has an expense ratio 1.

Returns

Motilal Oswal Focused Fund Direct Growth has given a CAGR return of 13.73% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 2.54%, 11.26% and 9.54% respectively.

Holdings

Motilal Oswal Focused Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Tech, Consumer Cyclical, Industrial, Basic Materials, Consumer Defensive, Health, Communication, Utilities. Its top holdings are One97 Communications Ltd, Multi Commodity Exchange of India Ltd, Piramal Finance Ltd, Radico Khaitan Ltd, OneSource Specialty Pharma 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

Varun Sharma

Fund Manager of Motilal Oswal Focused Fund Direct Growth, since 14 August 2025

Atul Mehra

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

Sunil Sawant

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

Rakesh Shetty

Fund Manager of Motilal Oswal Focused Fund Direct Growth, since 22 November 2022

Learn more about Motilal Oswal Mutual Fund
Parameters
Dec'25
Nov'25
Oct'25
AUM
₹ 1.5K Cr
₹ 1.5K Cr
₹ 1.5K Cr
  • AUM of the fund stands at 1.5K Cr as of Dec'25
  • AUM decreased by 8 Cr between Dec'25 and Nov'25

Compare Motilal Oswal Focused Fund

Motilal Oswal Focused Fund

VS

SBI Focused Fund Direct Growth

Frequently Asked Questions for Motilal Oswal Focused Fund Direct Growth

How do I invest in Motilal Oswal Focused Fund?

INDmoney makes it simple to invest in the Motilal Oswal Focused Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Motilal Oswal Focused Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Motilal Oswal Focused Fund?

The NAV of the fund today is ₹51.20. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Motilal Oswal Focused Fund fund has generated a return of 2.54% in 1 year, 11.26% in 3 years, 9.54% in 5 years.

Who is the fund manager of Motilal Oswal Focused Fund?

The fund managers are Varun Sharma, Atul Mehra, Sunil Sawant, Rakesh Shetty.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-1 Years. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 1.01%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹1513 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Motilal Oswal Focused Fund?

The top 3 holdings of the fund are One97 Communications Ltd(6.54%), Multi Commodity Exchange of India Ltd(5.6%), Piramal Finance Ltd(4.67%)