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Motilal Oswal Mutual Fund

Motilal Oswal Focused Fund

Motilal Oswal Mutual Fund · Direct plan · Growth

  • Equity
  • Focused Fund
  • Very High Risk
  • Rank 8 of 27 over 3 years
3-year returns
15.6%
a year
NAV
₹66.09
▲ 0.14% · 13 Nov 2026
Fund size
₹1,845 Cr
Expense ratio
1.66%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹55.70 and has returned 14.27% a year over 3 years.

Returns, and where it stands

Against the average focused fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year27.5%5.6%ahead1 of 28
3 years15.6%14.2%ahead8 of 27
5 years11.3%11.3%behind11 of 22
10 years13.9%14.6%behind7 of 13
Every period, and the Regular plan →
PeriodDirectRegular
1 month3.2%3.1%
3 months5.4%5.1%
6 months23.3%22.6%
1 year27.5%26.1%
2 yearsp.a.12.7%11.5%
3 yearsp.a.15.6%14.3%
5 yearsp.a.11.3%10%
7 yearsp.a.14.3%13%
10 yearsp.a.13.9%12.5%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▲ 27.47% in the last 1Y

46.656.265.813 Nov 202515 May 202613 Nov 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
₹
years
Total invested
₹1,80,000
Gain
₹54,151
XIRR (per year)
17.89%
Value today
₹2,34,151

36 monthly instalments from 17 Nov 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
17% a year
2.2% more than the category average — the bumpier side
Worst fall so far
−34.6%
Feb 2020 to Mar 2020, against −30.2% for the category.
Years that made money
76.3%
Of every one-year stretch it has been through.
Over any three years
-2.6% to 25.4%
A year, at worst and at best. Typically 12.9%.

Fund details

Minimum lumpsum
₹500
Minimum top-up
₹500
Lock-in
None
Plan started
7 May 2013
Portfolio turnover
1.97x
Expense ratio
1.66%
as of 30 Sept 2026

Managed by Varun Sharma, Swapnil Mayekar, Ankit Agarwal, Rakesh Shetty

Direct plan figures, last checked on 7 Nov 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Motilal Oswal Focused Fund against other funds in the Focused Fund category
Fund1Y3Y5YExpenseFund size
Invesco India Focused Fund15.45%22.45%15.25%0.7%₹6,229 Cr
ICICI Prudential Focused Fund3.27%19.05%15.2%1.14%₹17,168 Cr
HDFC Focused Fund3.8%17.5%17.2%0.82%₹26,553 Cr
SBI Focused Fund12.86%17.26%10.85%0.84%₹50,180 Cr
Kotak Focused Fund7.9%16.95%12.14%0.75%₹4,273 Cr
Bandhan Focused Fund4.29%16.61%12.11%0.98%₹2,087 Cr
Motilal Oswal Focused Fund27.47%15.57%11.26%1.66%₹1,845 Cr

About Motilal Oswal Focused Fund

Motilal Oswal Focused Fund is a focused fund managed by Motilal Oswal Mutual Fund. Hold a concentrated portfolio of at most 30 stocks, so returns depend heavily on a few picks.

The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 30 companies with focus in multi cap space. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

The scheme's stated objective, as published by Motilal Oswal Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹66.085122389
DirectPayout/Reinvestment₹27.1654122390
RegularGrowth₹55.7045122387
RegularPayout/Reinvestment₹22.998122388

Frequently asked questions

What is the NAV of Motilal Oswal Focused Fund today?

The NAV of Motilal Oswal Focused Fund (Direct plan, Growth) is ₹66.085 and the Regular plan NAV is ₹55.7045, as of 13 Nov 2026.

What returns has Motilal Oswal Focused Fund given?

Over the last year the Direct plan returned 27.47%, and 15.57% a year over 3 years and 11.26% a year over 5 years. That places it 8 of 27 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Motilal Oswal Focused Fund?

The Direct plan charges 1.66% a year, as disclosed on 30 Sept 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Motilal Oswal Focused Fund?

You can start a monthly SIP with ₹500, or invest a lump sum of ₹500 or more.

How much has Motilal Oswal Focused Fund fallen in the past?

Its deepest fall was 34.6% from 12 Feb 2020 to 23 Mar 2020. Of every one-year stretch in its history, 76% ended in a gain.

Which category does Motilal Oswal Focused Fund belong to?

It is a Focused Fund from Motilal Oswal Mutual Fund. Hold a concentrated portfolio of at most 30 stocks, so returns depend heavily on a few picks.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Motilal Oswal Focused Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.