loader2
Login Open ICICI 3-in-1 Account

Jan 14, 2026


Category

Equity

AUM (Cr.)

1,512.66

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

2.14

Sharpe Ratio

0.33

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 (IDCW) 0.39 -1.36 3.54 9.77 8.04 12.23
Benchmark - Nifty 50 TRI -1.21 2.79 12.85 14.05 13.4 0
Category Average - BEST EQUITY PERFORMERS -0.99 0.71 8.26 16.05 14.32 14.35
Category Rank 5/4 6/4 3/4 9/4 9/4 4/4
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Old Bridge Focused Fund - Regular (G) 12.4600 0.65 12.56 0.00 0.00 2,395.27 2.05 5,000.00 invest
Old Bridge Focused Fund - Regular (IDCW) 12.4600 0.65 12.56 0.00 0.00 2,395.27 2.05 5,000.00 invest
ITI Focused Fund - Regular (IDCW) 15.7554 0.46 13.85 0.00 0.00 573.08 2.29 5,000.00 invest
ITI Focused Fund - Regular (G) 15.7554 0.46 13.85 0.00 0.00 573.08 2.29 5,000.00 invest
Sundaram Focused Fund (G) 160.0047 -0.53 4.03 13.71 13.20 1,102.84 2.26 300.00 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 Dec 31, 2025 98.85 6.54 -1.64
Equity-Multi Comm. Exc. Dec 31, 2025 84.76 5.60 10.66
Equity-Piramal Finance. Dec 31, 2025 70.57 4.67 -21.05
Equity-Radico Khaitan Dec 31, 2025 66.33 4.38 4.06
Equity-OneSource Speci. Dec 31, 2025 62.30 4.12 18.17
Equity-Coforge Dec 31, 2025 57.51 3.80 -11.85
Equity-AU Small Finance Dec 31, 2025 56.68 3.75 4.11
Equity-Acutaas Chemical Dec 31, 2025 56.08 3.71 -2.58
Equity-Aditya Birla Cap Dec 31, 2025 55.06 3.64 13.18
Equity-Bharti Airtel Dec 31, 2025 52.96 3.50 13.19

latest news

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

Motilal Oswal Diversified Equity Flexicap Passive Fof Announces Extension of NFO period

Motilal Oswal Mutual Fund has announced that New Fund Offer (NFO) Period of...

Jan 14, 2026 17:03

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 12, 2026 11:44

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 07, 2026 10:05

Motilal Oswal MF launches Diversified Flexicap Passive Fund Of Funds

Motilal Oswal Mutual Fund has launched a new scheme, the Motilal Oswal Dive...

Jan 06, 2026 14:28

Motilal Oswal Mutual Fund announces change in Key Personnel

Motilal Oswal Mutual Fund has announced the Mr. Sandeep Jain has been as Ke...

Dec 16, 2025 13:32

SCHEME DETAILS

AMC Name : Motilal Oswal Mutual Fund
Fund Name : Motilal Oswal Focused Fund (IDCW)
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