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Fund Overview of Motilal Oswal Focused Fund Regular-growth
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₹1,557.2 CrAUM
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₹47.91NAV
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2.71%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Motilal Oswal Focused Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 17.36% | NA | 3.06% |
| 6 Months | 10.97% | NA | 12.13% |
| 1 Year | 11.86% | 11.86% | 0.23% |
| 2 Years | 6.20% | 3.05% | 19.05% |
| 3 Years | 34.01% | 10.25% | 17.87% |
| 5 Years | 53.07% | 8.89% | 20.71% |
| 7 Years | 117.26% | 11.72% | NA |
| 10 Years | 209.06% | 11.95% | 14.09% |
Compare Motilal Oswal Focused Fund Regular-growth with other mutual funds in the same category
Motilal Oswal Focused Fund Regular-growth
ICICI Prudential Retirement Fund - Pure Equity Plan Direct-growth
ICICI Prudential Retirement Fund - Pure Equity Plan Direct-idcw
Asset Allocation
equities
94.46%other assets or cash equivalents
5.54%Motilal Oswal Focused Fund Regular-growth is one Equity mutual fund offered by Motilal Oswal Mutual Fund. Launched on 13 May 2013, the fund aims Return by investing in upto 30 companies with long term sustainable competitive advantage and growth potential. Investment in Equity and equity related instruments subject to overall limit of 30 companies. It manages assets worth ₹1,557.2 crore as on Sun May 31, 2026. The expense ratio stands at 2.71%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Motilal Oswal Focused Fund Regular-growth
The portfolio allocation consists of 94.46% in equities, 5.54% in other assets or cash equivalents.Managed by Rakesh Shetty, it has delivered a return of 11.86% in the last year, a total return since inception of 12.70%.
Identifying a suitable best sip in india has a key part in systematic investing.
Key Metrics of Motilal Oswal Focused Fund Regular-growth
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Standard Deviation19.17%
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Sharpe Ratio0.31%
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Alpha-2.48%
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Beta1.06%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Retirement Fund - Pure Equity Plan Direct-growth  |
₹1,924 | 2.82% | 9.19% | 10.52% | 23.92% | 22.98% |
| ICICI Prudential Retirement Fund - Pure Equity Plan Direct-idcw |
₹1,924 | 2.82% | 9.19% | 10.52% | 23.92% | 22.98% |
| ICICI Prudential Retirement Fund - Pure Equity Plan-growth |
₹1,924 | 2.71% | 8.82% | 9.05% | 22.22% | 21.31% |
| ICICI Prudential Retirement Fund - Pure Equity Plan-idcw |
₹1,924 | 2.71% | 8.82% | 9.05% | 22.22% | 21.31% |
| HDFC Focused Fund Direct-growth |
₹26,082 | 2.59% | 3.34% | 1.55% | 17.80% | 19.97% |
| HDFC Focused Fund Direct-idcw |
₹26,082 | 2.59% | 3.34% | 1.55% | 17.80% | 19.97% |
| HDFC Focused Fund Regular-growth |
₹26,082 | 2.50% | 3.10% | 0.54% | 16.52% | 18.55% |
| HDFC Focused Fund Regular-idcw |
₹26,082 | 2.50% | 3.10% | 0.54% | 16.52% | 18.55% |
| Bank Of India Flexi Cap Fund Direct-growth |
₹2,460 | 3.06% | 11.43% | 9.70% | 22.39% | 18.30% |
| Bank Of India Flexi Cap Fund Direct-idcw |
₹2,460 | 3.06% | 11.43% | 9.70% | 22.39% | 18.30% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Motilal Oswal Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Motilal Oswal Flexi Cap Fund Regular-growth
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₹12,937 | 4.95% | 9.37% | -4.08% | -4.03% | 17.95% |
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Motilal Oswal Flexi Cap Fund Direct-growth
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₹12,937 | 5.03% | 9.61% | -3.67% | -3.20% | 18.96% |
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Motilal Oswal Flexi Cap Fund Regular-idcw
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₹12,937 | 4.95% | 9.37% | -4.08% | -4.03% | 17.95% |
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Motilal Oswal Flexi Cap Fund Direct-idcw
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₹12,937 | 5.03% | 9.61% | -3.67% | -3.20% | 18.96% |
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Motilal Oswal Nifty 500 Index Fund Regular-growth
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₹2,967 | 2.61% | 6.63% | -1.74% | 0.63% | 12.53% |
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Motilal Oswal Nifty 500 Index Fund Direct-growth
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₹2,967 | 2.69% | 6.84% | -1.36% | 1.39% | 13.33% |
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Motilal Oswal Focused Fund Direct-growth
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₹1,557 | 5.39% | 17.69% | 11.60% | 13.14% | 11.51% |
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Motilal Oswal Focused Fund Regular-idcw
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₹1,557 | 5.28% | 17.36% | 10.97% | 11.86% | 10.25% |
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Motilal Oswal Focused Fund Direct-idcw
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₹1,557 | 5.39% | 17.69% | 11.60% | 13.14% | 11.51% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Parag Parikh Flexi Cap Fund Regular-growth |
₹141,447 | ₹82.62 | 14.54% | 14.28% | 16.91% |
| Parag Parikh Flexi Cap Fund Direct-growth |
₹141,447 | ₹90.56 | 15.33% | 15.19% | 17.81% |
| Parag Parikh Flexi Cap Fund Direct-idcw |
₹141,447 | ₹90.56 | 15.33% | 15.19% | 17.81% |
| Parag Parikh Flexi Cap Fund Regular-idcw |
₹141,447 | ₹82.62 | 14.54% | 14.28% | 16.91% |
| HDFC Flexi Cap Fund Regular-growth |
₹101,822 | ₹1,990.58 | 17.17% | 17.50% | 15.93% |
| HDFC Flexi Cap Direct Plan-growth |
₹101,822 | ₹2,189.35 | 17.94% | 18.27% | 16.74% |
| HDFC Flexi Cap Fund Regular-idcw |
₹101,822 | ₹71.93 | 17.17% | 17.50% | 15.93% |
| HDFC Flexi Cap Direct Plan-idcw |
₹101,822 | ₹88.52 | 17.94% | 18.27% | 16.74% |
| Kotak Flexicap Fund Regular-growth |
₹54,801 | ₹84.81 | 13.55% | 12.01% | 13.56% |
| Kotak Flexicap Fund Direct-growth |
₹54,801 | ₹96.28 | 14.52% | 13.01% | 14.66% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Net Receivables | Unspecified | 5.54% | ₹86.47 Cr |
| Aditya Infotech Ltd. | Technology | 4.87% | ₹75.83 Cr |
| Icici Prudential Asset Management Company Ltd. | 4.39% | ₹68.36 Cr | |
| Persistent Systems Ltd | Technology | 4.24% | ₹65.97 Cr |
| Cg Power & Industrial Solutions Ltd | Industrials | 4.17% | ₹64.92 Cr |
| Au Small Finance Bank Ltd | Financial | 4.08% | ₹63.58 Cr |
| Zomato Ltd | Technology | 4.07% | ₹63.40 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 3.97% | ₹61.79 Cr |
| Gabriel India Ltd | Consumer Discretionary | 3.79% | ₹58.99 Cr |
| Aditya Vision Ltd | Consumer Discretionary | 3.50% | ₹54.56 Cr |
| Abb India Ltd | Industrials | 3.47% | ₹54.08 Cr |
| Titan Company Ltd | Consumer Discretionary | 3.31% | ₹51.56 Cr |
| Indusind Bank Ltd | Financial | 3.29% | ₹51.27 Cr |
| Rubicon Research Ltd. | 3.26% | ₹50.79 Cr | |
| Pnb Housing Finance Ltd | Financial | 3.19% | ₹49.74 Cr |
| Bse Ltd | Financial | 3.18% | ₹49.46 Cr |
| Ntpc Ltd | Energy & Utilities | 3.18% | ₹49.44 Cr |
| Kotak Mahindra Bank Ltd | Financial | 3.16% | ₹49.19 Cr |
| Ultratech Cement Ltd | Materials | 3.15% | ₹48.98 Cr |
| Nifty June 2026 Future | Financial | 2.92% | ₹45.54 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Retirement Fund - Pure Equity Plan Direct-growth |
₹38.98 | 23.92% | 22.98% | - |
| ICICI Prudential Retirement Fund - Pure Equity Plan Direct-idcw |
₹38.97 | 23.92% | 22.98% | - |
| ICICI Prudential Retirement Fund - Pure Equity Plan-growth |
₹34.93 | 22.22% | 21.31% | - |
| ICICI Prudential Retirement Fund - Pure Equity Plan-idcw |
₹34.94 | 22.22% | 21.31% | - |
| HDFC Focused Fund Direct-growth |
₹259.81 | 17.80% | 19.97% | - |
| HDFC Focused Fund Direct-idcw |
₹30.90 | 17.80% | 19.97% | - |
| HDFC Focused Fund Regular-growth |
₹227.08 | 16.52% | 18.55% | - |
| HDFC Focused Fund Regular-idcw |
₹23.09 | 16.52% | 18.55% | - |
| Bank Of India Flexi Cap Fund Direct-growth |
₹40.47 | 22.39% | 18.30% | - |
| Bank Of India Flexi Cap Fund Direct-idcw |
₹34.59 | 22.39% | 18.30% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Motilal Oswal Focused Fund Regular-growth
What is the current AUM of Motilal Oswal Focused Fund Regular-growth?
As of Sun May 31, 2026, Motilal Oswal Focused Fund Regular-growth manages assets worth ₹1,557.2 crore
How has Motilal Oswal Focused Fund Regular-growth performed recently?
- 3 Months: 17.36%
- 6 Months: 10.97%
What is the long-term performance of Motilal Oswal Focused Fund Regular-growth?
- 3 Years CAGR: 10.25%
- 5 Years CAGR: 8.89%
- Since Inception: 12.70%
What is the portfolio composition of Motilal Oswal Focused Fund Regular-growth?
Equity: 94.46%, Others: 5.54%.
Who manages Motilal Oswal Focused Fund Regular-growth?
Motilal Oswal Focused Fund Regular-growth is managed by Rakesh Shetty from Motilal Oswal Mutual Fund.
What is the market-cap allocation of Motilal Oswal Focused Fund Regular-growth?
Large Cap: 42.89%, Mid Cap: 21.84%, Small Cap: 35.27%.
Which are the top companies Motilal Oswal Focused Fund Regular-growth has invested in?
- Net Receivables – 5.54% of the fund's portfolio
- Aditya Infotech Ltd. – 4.87% of the fund's portfolio
- ICICI Prudential Asset Management Company Ltd. – 4.39% of the fund's portfolio
- Persistent Systems Ltd – 4.24% of the fund's portfolio
- CG Power & Industrial Solutions Ltd – 4.17% of the fund's portfolio
Which are the major sectors Motilal Oswal Focused Fund Regular-growth focuses on?
- Financial – 19.82% of the fund's portfolio
- Technology – 13.18% of the fund's portfolio
- Consumer Discretionary – 10.60% of the fund's portfolio
- Other – 7.65% of the fund's portfolio
- Industrials – 7.64% of the fund's portfolio
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