Site Logo

Download QR

Open Free Demat Account!

Join Our 9 Lakh Customers

+91
Headphone

Home

Mutual Funds

Motilal Oswal Focused Fund

Motilal Oswal Focused Fund icon

Motilal Oswal Focused Fund

FocusedRank #1
1/5

NAV (2026-08-28)

53.88

AUM

₹1,692.66 Cr

Exp. Ratio: 2.83%

RISK LEVEL

Very High

Returns & Performance

1 Year29.45%21.77% vs cat avgRank #1
3 Year14.38%0.79% vs cat avgRank #8
5 Year10.37%1.42% vs cat avgRank #17
Since Launch13.50%3.26% vs cat avg

Fund vs Category Average

1Y
29.45%+21.77%
3Y
14.38%+0.79%
5Y
10.37%-1.42%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
Strong 3Y track record vs category
No lock-in period
Top-5 ranked in category for 1Y (#1)
Overall top-10 rank in category (#1)

Cons

5Y returns below category average
Higher expense ratio (2.83%)
Returns since launch below category avg
ISININF247L01155
NAV₹53.88
NAV Date2026-08-28
AUM₹1,692.66 Cr
Expense Ratio2.83%
RiskVery High
Rating1 / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹500
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2009-12-29

INVESTMENT OBJECTIVE

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

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Swapnil P Mayekar

Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.

Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.

Top Holdings

CompanySectorAsset Value (Cr)Asset %
Piramal Enterprises Ltd.Healthcare₹114.167.79
L&T Technology Services Ltd.Technology₹73.435.62
Multi Commodity Exchange Of India Ltd.Services₹84.765.60
FSN E-Commerce Ventures Ltd.Services₹89.695.12
Piramal Finance Ltd.Financial₹70.574.67
Rubicon Research Ltd.Healthcare₹77.244.56
AU Small Finance Bank Ltd.Financial₹75.284.45
ICICI Bank Ltd.Financial₹62.244.12
Apollo Hospitals Enterprise Ltd.Healthcare₹67.684.00
ICICI Prudential Asset Management Company Ltd.Financial₹65.343.86

Frequently Asked Questions

Common questions about this fund, answered from scheme data

The latest Net Asset Value (NAV) of Motilal Oswal Focused Fund is ₹53.88 as of 2026-08-28.

The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.