- Home
- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Focused Fund Regular-growth
Fund Overview of Motilal Oswal Focused Fund Regular-growth
-
₹1,557.2 CrAUM
-
₹48.73NAV
-
2.51%Expense Ratio
-
EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Motilal Oswal Focused Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 17.78% | NA | 3.06% |
| 6 Months | 10.31% | NA | 12.13% |
| 1 Year | 14.09% | 14.09% | 0.23% |
| 2 Years | 7.28% | 3.58% | 19.05% |
| 3 Years | 39.12% | 11.64% | 17.87% |
| 5 Years | 52.25% | 8.77% | 20.71% |
| 7 Years | 119.51% | 11.89% | NA |
| 10 Years | 214.03% | 12.12% | 14.09% |
Asset Allocation
equities
94.46%other assets or cash equivalents
5.54%Motilal Oswal Focused Fund Regular-growth is one Equity mutual fund offered by Motilal Oswal Mutual Fund. Launched on 13 May 2013, the fund aims Return by investing in upto 30 companies with long term sustainable competitive advantage and growth potential. Investment in Equity and equity related instruments subject to overall limit of 30 companies. It manages assets worth ₹1,557.2 crore as on Sun May 31, 2026. The expense ratio stands at 2.51%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Motilal Oswal Focused Fund Regular-growth
The portfolio allocation consists of 94.46% in equities, 5.54% in other assets or cash equivalents.Managed by Rakesh Shetty, it has delivered a return of 14.09% in the last year, a total return since inception of 12.82%.
Identifying a suitable best sip in india has a key part in systematic investing.
Key Metrics of Motilal Oswal Focused Fund Regular-growth
-
Standard Deviation19.17%
-
Sharpe Ratio0.31%
-
Alpha-2.48%
-
Beta1.06%
Fund Details
|
|
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Retirement Fund - Pure Equity Plan Direct-growth  |
₹1,924 | 1.33% | 9.49% | 7.97% | 24.55% | 22.48% |
| ICICI Prudential Retirement Fund - Pure Equity Plan Direct-idcw |
₹1,924 | 1.33% | 9.49% | 7.97% | 24.55% | 22.48% |
| ICICI Prudential Retirement Fund - Pure Equity Plan-growth |
₹1,924 | 1.19% | 9.11% | 6.51% | 22.85% | 20.81% |
| ICICI Prudential Retirement Fund - Pure Equity Plan-idcw |
₹1,924 | 1.19% | 9.11% | 6.51% | 22.85% | 20.81% |
| HDFC Focused Fund Direct-growth |
₹26,082 | 2.93% | 6.22% | 1.39% | 18.68% | 20.10% |
| HDFC Focused Fund Direct-idcw |
₹26,082 | 2.93% | 6.22% | 1.39% | 18.68% | 20.10% |
| HDFC Focused Fund Regular-growth |
₹26,082 | 2.86% | 5.97% | 0.39% | 17.38% | 18.68% |
| HDFC Focused Fund Regular-idcw |
₹26,082 | 2.86% | 5.97% | 0.39% | 17.38% | 18.68% |
| HDFC Flexi Cap Direct Plan-growth |
₹101,822 | 2.23% | 6.52% | 2.15% | 18.74% | 18.48% |
| HDFC Flexi Cap Direct Plan-idcw |
₹101,822 | 2.23% | 6.52% | 2.15% | 18.74% | 18.48% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Motilal Oswal Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Motilal Oswal Flexi Cap Fund Regular-growth
|
₹12,937 | 2.49% | 8.72% | -4.86% | -7.05% | 17.98% |
|
Motilal Oswal Flexi Cap Fund Direct-growth
|
₹12,937 | 2.56% | 8.95% | -4.45% | -6.25% | 18.99% |
|
Motilal Oswal Flexi Cap Fund Regular-idcw
|
₹12,937 | 2.49% | 8.72% | -4.86% | -7.05% | 17.98% |
|
Motilal Oswal Flexi Cap Fund Direct-idcw
|
₹12,937 | 2.56% | 8.95% | -4.45% | -6.25% | 18.99% |
|
Motilal Oswal Nifty 500 Index Fund Direct-growth
|
₹2,967 | 1.00% | 7.94% | -2.69% | 0.13% | 13.76% |
|
Motilal Oswal Nifty 500 Index Fund Regular-growth
|
₹2,967 | 0.93% | 7.73% | -3.06% | -0.62% | 12.96% |
|
Motilal Oswal Focused Fund Direct-growth
|
₹1,557 | 6.01% | 18.12% | 10.94% | 15.39% | 12.92% |
|
Motilal Oswal Focused Fund Direct-idcw
|
₹1,557 | 6.01% | 18.12% | 10.94% | 15.39% | 12.92% |
|
Motilal Oswal Focused Fund Regular-idcw
|
₹1,557 | 5.90% | 17.78% | 10.31% | 14.09% | 11.64% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Parag Parikh Flexi Cap Fund Regular-growth |
₹141,447 | ₹81.84 | 14.29% | 13.87% | 16.88% |
| Parag Parikh Flexi Cap Fund Direct-growth |
₹141,447 | ₹89.71 | 15.08% | 14.78% | 17.78% |
| Parag Parikh Flexi Cap Fund Regular-idcw |
₹141,447 | ₹81.84 | 14.29% | 13.87% | 16.88% |
| Parag Parikh Flexi Cap Fund Direct-idcw |
₹141,447 | ₹89.71 | 15.08% | 14.78% | 17.78% |
| HDFC Flexi Cap Direct Plan-growth |
₹101,822 | ₹2,215.09 | 18.74% | 18.48% | 17.09% |
| HDFC Flexi Cap Fund Regular-growth |
₹101,822 | ₹2,013.71 | 17.96% | 17.70% | 16.28% |
| HDFC Flexi Cap Direct Plan-idcw |
₹101,822 | ₹89.57 | 18.74% | 18.48% | 17.09% |
| HDFC Flexi Cap Fund Regular-idcw |
₹101,822 | ₹72.77 | 17.96% | 17.70% | 16.28% |
| Kotak Flexicap Fund Direct-growth |
₹54,801 | ₹96.52 | 15.14% | 12.74% | 14.70% |
| Kotak Flexicap Fund Regular-growth |
₹54,801 | ₹85.01 | 14.16% | 11.74% | 13.60% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Religare Enterprises Ltd | Financial | 10.00% | ₹153.09 Cr |
| Piramal Enterprises Ltd | Financial | 8.33% | ₹127.57 Cr |
| One 97 Communications Ltd | Industrials | 6.99% | ₹106.98 Cr |
| One 97 Communications Ltd | Industrials | 6.61% | ₹101.30 Cr |
| One 97 Communications Ltd | Industrials | 6.61% | ₹101.30 Cr |
| One 97 Communications Ltd | Industrials | 6.61% | ₹100.50 Cr |
| One 97 Communications Ltd | Industrials | 6.54% | ₹98.85 Cr |
| Zf Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | 6.31% | ₹96.60 Cr |
| One 97 Communications Ltd | Industrials | 6.35% | ₹93.18 Cr |
| Dewan Housing Finance Corp. Ltd. Eq | Financial | 5.88% | ₹89.39 Cr |
| Net Receivables | Unspecified | 5.54% | ₹86.47 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 5.60% | ₹84.76 Cr |
| Reverse Repo/cblo | Unspecified | 5.44% | ₹83.23 Cr |
| Religare Enterprises Ltd | Financial | 5.38% | ₹82.49 Cr |
| Religare Enterprises Ltd | Financial | 5.38% | ₹82.49 Cr |
| Religare Enterprises Ltd | Financial | 5.52% | ₹80.99 Cr |
| Religare Enterprises Ltd | Financial | 5.09% | ₹77.45 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 5.04% | ₹76.59 Cr |
| Aditya Infotech Ltd. | Technology | 4.87% | ₹75.83 Cr |
| One 97 Communications Ltd | Industrials | 5.20% | ₹75.20 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Retirement Fund - Pure Equity Plan Direct-growth |
₹38.89 | 24.55% | 22.48% | - |
| ICICI Prudential Retirement Fund - Pure Equity Plan Direct-idcw |
₹38.88 | 24.55% | 22.48% | - |
| ICICI Prudential Retirement Fund - Pure Equity Plan-growth |
₹34.84 | 22.85% | 20.81% | - |
| ICICI Prudential Retirement Fund - Pure Equity Plan-idcw |
₹34.85 | 22.85% | 20.81% | - |
| HDFC Focused Fund Direct-growth |
₹263.72 | 18.68% | 20.10% | - |
| HDFC Focused Fund Direct-idcw |
₹31.36 | 18.68% | 20.10% | - |
| HDFC Focused Fund Regular-growth |
₹230.46 | 17.38% | 18.68% | - |
| HDFC Focused Fund Regular-idcw |
₹23.43 | 17.38% | 18.68% | - |
| HDFC Flexi Cap Direct Plan-growth |
₹2,215.09 | 18.74% | 18.48% | - |
| HDFC Flexi Cap Direct Plan-idcw |
₹89.57 | 18.74% | 18.48% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Motilal Oswal Focused Fund Regular-growth
What is the current AUM of Motilal Oswal Focused Fund Regular-growth?
As of Sun May 31, 2026, Motilal Oswal Focused Fund Regular-growth manages assets worth ₹1,557.2 crore
How has Motilal Oswal Focused Fund Regular-growth performed recently?
- 3 Months: 17.78%
- 6 Months: 10.31%
What is the long-term performance of Motilal Oswal Focused Fund Regular-growth?
- 3 Years CAGR: 11.64%
- 5 Years CAGR: 8.77%
- Since Inception: 12.82%
What is the portfolio composition of Motilal Oswal Focused Fund Regular-growth?
Equity: 94.46%, Others: 5.54%.
Who manages Motilal Oswal Focused Fund Regular-growth?
Motilal Oswal Focused Fund Regular-growth is managed by Rakesh Shetty from Motilal Oswal Mutual Fund.
What is the market-cap allocation of Motilal Oswal Focused Fund Regular-growth?
Large Cap: 42.89%, Mid Cap: 21.84%, Small Cap: 35.27%.
Which are the top companies Motilal Oswal Focused Fund Regular-growth has invested in?
- Religare Enterprises Ltd – 10.00% of the fund's portfolio
- Piramal Enterprises Ltd – 8.33% of the fund's portfolio
- One 97 Communications Ltd – 6.99% of the fund's portfolio
- One 97 Communications Ltd – 6.61% of the fund's portfolio
- One 97 Communications Ltd – 6.61% of the fund's portfolio
Which are the major sectors Motilal Oswal Focused Fund Regular-growth focuses on?
- Financial – 56.24% of the fund's portfolio
- Industrials – 44.92% of the fund's portfolio
- Unspecified – 10.98% of the fund's portfolio
- Consumer Discretionary – 6.31% of the fund's portfolio
- Technology – 4.87% of the fund's portfolio
Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.
Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.
Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.
For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.
For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
