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May 18, 2026


Category Equity
AUM (Cr.) 1,509.27
Exit Load (%) 0.00
Min Inv Lumpsum 500
Expense Ratio 3.99
Sharpe Ratio 6.81
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 (IDCW) 1.56 1.28 6.7 10.53 8.37 12.18
Benchmark - Nifty 50 TRI -2.34 -8.56 -4.54 10.01 11.3 0
Category Average - BEST EQUITY PERFORMERS -1.32 -4.97 -0.77 13.81 12.3 13.2
Category Rank 7/5 8/5 8/5 9/5 9/5 5/5
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
SBI Focused Fund (IDCW) 69.9166 0.65 11.49 17.25 14.77 46,041.95 1.51 5,000.00 invest
SBI Focused Fund (G) 382.2484 0.65 11.49 17.25 14.77 46,041.95 1.51 5,000.00 invest
Aditya Birla SL Focused Fund (IDCW) 23.7905 0.18 -0.71 14.74 12.31 7,744.74 1.53 1,000.00 invest
Aditya Birla SL Focused Fund (G) 139.3414 0.18 -0.71 14.74 12.31 7,744.74 1.53 1,000.00 invest
JM Focused Fund (IDCW) 18.8110 -1.27 -2.75 14.80 13.21 279.61 2.43 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
Equity-CG Power & Ind Apr 30, 2026 63.39 4.20 24.17
Equity-Acutaas Chemical Apr 30, 2026 63.24 4.19 -1.64
Equity-MTAR Technologie Apr 30, 2026 62.31 4.13 15.41
Equity-ICICI Bank Apr 30, 2026 62.24 4.12 19.63
Equity-AU Small Finance Apr 30, 2026 61.51 4.08 61.09
Equity-Aditya Infotech Apr 30, 2026 60.74 4.02 15.78
Equity-ICICI AMC Apr 30, 2026 60.66 4.02 20.26
Net CA & Others-Net CA & Others Apr 30, 2026 60.18 3.99 -13.43
Equity-Eternal Apr 30, 2026 59.57 3.95 46.21
Equity-Gabriel India Apr 30, 2026 55.00 3.64 29.48

latest news

SCHEME DETAILS

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