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Apr 10, 2026


Category Equity
AUM (Cr.) 1,454.19
Exit Load (%) 0.00
Min Inv Lumpsum 500
Expense Ratio 2.14
Sharpe Ratio 2.15
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

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Focused Fund (IDCW) 1.85 -2.22 18.93 10.29 7.36 11.83
Benchmark - Nifty 50 TRI -0.87 -4.63 8.57 12.22 11.43 0
Category Average - BEST EQUITY PERFORMERS 0.23 -4.51 9.68 15.03 12.54 13.21
Category Rank 7/4 7/4 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
Quant Focused Fund (IDCW) 60.3977 2.40 7.14 13.54 11.74 826.63 2.30 5,000.00 invest
Quant Focused Fund (G) 81.2288 2.40 7.14 13.53 11.58 826.63 2.30 5,000.00 invest
SBI Focused Fund (G) 365.7500 1.95 15.94 18.20 13.98 43,310.54 1.53 5,000.00 invest
SBI Focused Fund (IDCW) 66.8989 1.95 15.94 18.20 13.98 43,310.54 1.53 5,000.00 invest
LIC MF Focused Fund - Regular (G) 19.7594 0.70 3.79 8.97 9.52 163.85 2.35 5,000.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Focused Fund (IDCW) 1.85 -2.22 18.93 10.29 7.36 11.83
Benchmark - Nifty 50 TRI -0.87 -4.63 8.57 12.22 11.43 0
Category Average - BEST EQUITY PERFORMERS 0.23 -4.51 9.68 15.03 12.54 13.21
Category Rank 7/4 7/4 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
Quant Focused Fund (IDCW) 60.3977 2.40 7.14 13.54 11.74 826.63 2.30 5,000.00 invest
Quant Focused Fund (G) 81.2288 2.40 7.14 13.53 11.58 826.63 2.30 5,000.00 invest
SBI Focused Fund (G) 365.7500 1.95 15.94 18.20 13.98 43,310.54 1.53 5,000.00 invest
SBI Focused Fund (IDCW) 66.8989 1.95 15.94 18.20 13.98 43,310.54 1.53 5,000.00 invest
LIC MF Focused Fund - Regular (G) 19.7594 0.70 3.79 8.97 9.52 163.85 2.35 5,000.00 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 Mar 31, 2026 69.51 5.22 46.53
Equity-One 97 Mar 31, 2026 67.27 5.05 -10.54
Equity-Acutaas Chemical Mar 31, 2026 64.30 4.83 0.60
Equity-Titan Company Mar 31, 2026 56.77 4.26 2.68
Equity-MTAR Technologie Mar 31, 2026 53.99 4.05 -5.89
Equity-Aditya Infotech Mar 31, 2026 52.46 3.94 0.00
Equity-ICICI Bank Mar 31, 2026 52.03 3.91 0.00
Equity-CG Power & Ind Mar 31, 2026 51.05 3.83 0.00
Equity-ICICI AMC Mar 31, 2026 50.44 3.79 76.89
Equity-Apollo Hospitals Mar 31, 2026 48.24 3.62 0.00

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