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Sep 18, 2026


Category Equity
AUM (Cr.) 1,827.16
Exit Load (%) 0.00
Min Inv Lumpsum 500
Expense Ratio 2.12
Sharpe Ratio 13.14
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) 1.22 29.83 22.39 12.96 9.27 13.41
Benchmark - Nifty 50 TRI -3.32 -1.01 -7.17 6.3 7.09 0
Category Average - BEST EQUITY PERFORMERS -2 8.93 1.01 10.97 9.79 13.33
Category Rank 7/5 5/5 6/5 9/5 9/5 5/5
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Quant Focused Fund (IDCW) 69.3892 2.13 8.96 12.11 11.93 850.20 3.11 5,000.00 invest
Quant Focused Fund (G) 93.3215 2.13 8.96 12.10 11.82 850.20 3.11 5,000.00 invest
Invesco India Focused Fund (G) 29.1900 1.46 1.00 19.51 13.29 6,453.55 2.01 1,000.00 invest
Invesco India Focused Fund (IDCW) 21.0000 1.45 0.71 19.47 13.25 6,453.55 2.01 1,000.00 invest
Edelweiss Focused Fund (G) 16.2380 0.37 -2.95 10.29 0.00 1,050.81 2.26 100.00 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
Equity-AU Small Finance Aug 31, 2026 78.08 4.27 12.44
Reverse Repo-TREPS Aug 31, 2026 75.13 4.11 -28.82
Equity-Coforge Aug 31, 2026 70.61 3.86 0.00
Equity-ICICI AMC Aug 31, 2026 68.64 3.76 4.49
Equity-Apollo Hospitals Aug 31, 2026 67.24 3.68 2.49
Equity-IndusInd Bank Aug 31, 2026 67.26 3.68 25.97
Equity-Multi Comm. Exc. Aug 31, 2026 66.75 3.65 0.00
Equity-Titan Company Aug 31, 2026 66.46 3.64 15.86
Equity-Aditya Infotech Aug 31, 2026 66.42 3.63 0.52
Equity-Shriram Finance Aug 31, 2026 65.78 3.60 36.28

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