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Jun 12, 2026


Category Equity
AUM (Cr.) 1,509.27
Exit Load (%) 0.00
Min Inv Lumpsum 500
Expense Ratio 3.99
Sharpe Ratio 3.81
Beta Ratio 0.00
Fund Manager Atul Mehra
Inception Date May 13, 2013
Risk Level Very High

Investment Objective

The scheme is to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential.

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Nifty 50 TRI Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Focused Fund (G) 3.36 7.61 8.51 10.17 8.22 12.48
Benchmark - Nifty 50 TRI 1.28 -8.96 -4.07 9.51 9.63 0
Category Average - BEST EQUITY PERFORMERS 1.94 -3.44 -0.51 12.88 11.4 13.21
Category Rank 3/4 8/4 8/4 9/4 9/4 4/4
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
HSBC Focused Fund (G) 25.3909 2.82 3.25 14.53 12.44 1,678.47 2.11 5,000.00 invest
HSBC Focused Fund (IDCW) 17.9523 2.82 3.25 14.53 12.44 1,678.47 2.11 5,000.00 invest
Old Bridge Focused Fund - Regular (G) 12.6600 2.68 5.50 0.00 0.00 2,905.70 2.65 5,000.00 invest
Old Bridge Focused Fund - Regular (IDCW) 12.6600 2.68 5.50 0.00 0.00 2,905.70 2.65 5,000.00 invest
Mahindra Manulife Focused Fund (G) 26.5208 1.61 0.36 16.47 14.66 2,207.79 2.13 1,000.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Net CA & Others-Net CA & Others May 31, 2026 86.47 5.54 43.70
Equity-Aditya Infotech May 31, 2026 75.83 4.87 24.85
Equity-ICICI AMC May 31, 2026 68.36 4.39 12.70
Equity-Persistent Syste May 31, 2026 65.97 4.24 27.31
Equity-CG Power & Ind May 31, 2026 64.92 4.17 2.41
Equity-AU Small Finance May 31, 2026 63.58 4.08 3.37
Equity-Eternal May 31, 2026 63.40 4.07 6.42
Equity-Apollo Hospitals May 31, 2026 61.79 3.97 14.21
Equity-Gabriel India May 31, 2026 58.99 3.79 7.26
Equity-Aditya Vision May 31, 2026 54.56 3.50 1.95

latest news

SCHEME DETAILS

AMC Name
Motilal Oswal Mutual Fund
Fund Name
Motilal Oswal Focused Fund (G)
Contact Person
Atul Mehra
Registered Address
Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
Telephone No
022-40548002 / 8108622222
Fax No.
022-30896884
Email
amc:motilaloswal.com
Website
www.motilaloswalmf.com