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Motilal Oswal Mutual Fund

Motilal Oswal Focused Fund

Motilal Oswal Mutual Fund · Direct plan · Growth

3-year returns
14.2%
a year
NAV
₹63.63
▲ 1.79% · 18 Sept 2026
Fund size
₹1,827 Cr
Expense ratio
1.79%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹53.72 and has returned 12.96% 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 year23.8%2.2%ahead1 of 28
3 years14.2%12.3%ahead8 of 27
5 years10.5%11.4%behind13 of 22
10 years13.3%13.7%behind7 of 13
Every period, and the Regular plan →
PeriodDirectRegular
1 month1.3%1.2%
3 months11.8%11.5%
6 months30.6%29.8%
1 year23.8%22.4%
2 yearsp.a.3.7%2.6%
3 yearsp.a.14.2%13%
5 yearsp.a.10.5%9.3%
7 yearsp.a.15.6%14.3%
10 yearsp.a.13.3%11.9%

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

▲ 23.77% in the last 1Y

46.655.263.818 Sept 202520 Mar 202618 Sept 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
₹49,264
XIRR (per year)
16.41%
Value today
₹2,29,264

36 monthly instalments from 22 Sept 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
16.9% a year
2.3% 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
75.9%
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
0.65x
Expense ratio
1.79%
as of 31 Jul 2026

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

Direct plan figures, last checked on 20 Sept 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 Fund2.28%21.09%14.91%0.49%₹6,454 Cr
ITI Focused Fund6.8%17.42%0.91%₹629 Cr
ICICI Prudential Focused Fund-0.77%16.2%15.21%1.22%₹17,949 Cr
Bandhan Focused Fund3.83%15.56%12.5%1.01%₹2,086 Cr
SBI Focused Fund10.59%14.95%11.58%0.84%₹51,248 Cr
HDFC Focused Fund-2.48%14.64%17.92%0.76%₹28,201 Cr
Motilal Oswal Focused Fund23.77%14.25%10.53%1.79%₹1,827 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₹63.6299122389
DirectPayout/Reinvestment₹26.1562122390
RegularGrowth₹53.7234122387
RegularPayout/Reinvestment₹22.1801122388

Frequently asked questions

What is the NAV of Motilal Oswal Focused Fund today?

The NAV of Motilal Oswal Focused Fund (Direct plan, Growth) is ₹63.6299 and the Regular plan NAV is ₹53.7234, as of 18 Sept 2026.

What returns has Motilal Oswal Focused Fund given?

Over the last year the Direct plan returned 23.77%, and 14.25% a year over 3 years and 10.53% 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 1.79% a year, as disclosed on 31 Jul 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.