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Mar 18, 2026


Category

Equity

AUM (Cr.)

1,454.19

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

2.14

Sharpe Ratio

10.81

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.

Invest Now

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Focused Fund (G) -5.16 -5.73 12.35 9.97 7.24 11.68
Benchmark - Nifty 50 TRI -8.32 -6.66 5.93 12.61 11.18 0
Category Average - BEST EQUITY PERFORMERS -7.3 -7.22 5.86 15.23 12.62 13
Category Rank 8/4 8/4 9/4 9/4 9/4 4/4
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
JM Focused Fund (IDCW) 18.1033 1.86 -0.15 15.45 12.79 286.18 2.41 1,000.00 invest
JM Focused Fund (G) 18.1040 1.86 -0.15 15.45 12.79 286.18 2.41 1,000.00 invest
Mirae Asset Focused Fund (G) 22.3300 1.73 -1.79 8.08 7.49 7,032.63 1.79 5,000.00 invest
Mirae Asset Focused Fund (IDCW) 20.5280 1.73 -1.79 8.09 7.49 7,032.63 1.79 5,000.00 invest
ITI Focused Fund - Regular (IDCW) 13.8323 0.60 10.88 0.00 0.00 567.10 2.34 5,000.00 invest

Asset Allocation

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
Equity-One 97 Jan 31, 2026 75.20 5.20 -23.93
Equity-Acutaas Chemical Jan 31, 2026 63.92 4.42 13.98
Reverse Repo-Reverse Repo Jan 31, 2026 58.96 4.08 26.99
Equity-Coforge Jan 31, 2026 58.68 4.06 2.04
Equity-MTAR Technologie Jan 31, 2026 57.37 3.97 27.10
Equity-Shriram Finance Jan 31, 2026 55.36 3.83 58.78
Equity-Titan Company Jan 31, 2026 55.29 3.83 4.87
Equity-Aditya Birla Cap Jan 31, 2026 54.48 3.77 -1.05
Equity-Religare Enterp. Jan 31, 2026 51.66 3.57 -1.50
Equity-UltraTech Cem. Jan 31, 2026 50.25 3.48 0.00

latest news

Motilal Oswal Mutual Fund announces change in Key Personnel

NOTICE is hereby given to the investors/unitholders that Mr. Ranjit Sawant ...

Mar 17, 2026 11:50

Motilal Oswal Mutual Fund announces change in fund manager under its schemes

Motilal Oswal Mutual Fund has announced change in fund manager under the fo...

Mar 16, 2026 10:21

Motilal Oswal Mutual Fund announces change in Key Personnel

Motilal Oswal Mutual Mutual Fund has announced that Mr. Bhavin Mahendra has...

Mar 13, 2026 10:50

Motilal Oswal Mutual Fund announces change in fund manager under its schemes

Motilal Oswal Mutual Fund has announced change in fund manager under the fo...

Feb 12, 2026 10:45

Motilal Oswal Mutual Fund announces change in fund manager under its schemes

Motilal Oswal Mutual Fund has announced change in fund manager under the fo...

Jan 22, 2026 10:40

Motilal Oswal Gold and Silver ETFs Fund of Funds announces change in scheme name

Motilal Oswal Mutual Fund has announced change in scheme name under the fol...

Jan 16, 2026 10:49

SCHEME DETAILS

AMC Name : Motilal Oswal Mutual Fund
Fund Name : Motilal Oswal Focused Fund (G)
Contact Persone : 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