What is the NAV of Motilal Oswal Focused Fund?
The Current NAV of Motilal Oswal Focused Fund is ₹50.12, as of 13th June 2025What are the returns of Motilal Oswal Focused Fund?
The Motilal Oswal Focused Fund has been there since 13th May 2013- 1 Year Returns: -2.43
- 3 Year Returns: 14.77
- 5 Year Returns: 16.80
What are the top 5 sectors holdings of Motilal Oswal Focused Fund?
The top sectors Motilal Oswal Focused Fund has invested in are as for 13th 05 2013 are as follows -- Others | 17.99%
- Investment Banking & Brokerage | 14.55%
- Electrical Components & Equipments | 12.26%
- Auto Parts | 10.52%
- Specialized Finance | 9.17%
What are the top 5 holdings Motilal Oswal Focused Fund?
The top 5 holdings for Motilal Oswal Focused Fund are- Religare Enterprises Ltd | 9.52%
- Piramal Enterprises Ltd | 9.17%
- ZF Commercial Vehicle Control Systems India Ltd | 7.48%
- Collateralized Borrowing & Lending Obligation | 6.88%
- One 97 Communications Ltd | 5.49%
What is the asset allocation of Motilal Oswal Focused Fund?
The Motilal Oswal Focused Fund is a plan that invests- Equity | 90.06%
- Cash & Equivalents | 9.94%
How to invest in Motilal Oswal Focused Fund?
If you wish to invest in Motilal Oswal Focused Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Motilal Oswal Focused Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Motilal Oswal Focused Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Motilal Oswal Focused Fund?
The AUM of Motilal Oswal Focused Fund is 1554.62 Cr as of 13th June 2025What is the expense ratio of Motilal Oswal Focused Fund Plan?
The expense ratio of Motilal Oswal Focused Fund Plan is 1.01How to exit Motilal Oswal Focused Fund?
If you have invested in Motilal Oswal Focused Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of Motilal Oswal Focused Fund?
The alpha ratio for the Motilal Oswal Focused Fund is 0.38
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Motilal Oswal Focused Fund?
The volatility or standard deviation for the Motilal Oswal Focused Fund is 19.83
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Motilal Oswal Focused Fund?
The sharpe ratio for the Motilal Oswal Focused Fund is -0.31
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Motilal Oswal Focused Fund?
The Sortino ratio for the Motilal Oswal Focused Fund is -0.03
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Motilal Oswal Focused Fund?
The PE ratio (price-to-earnings) of the Motilal Oswal Focused Fund is 57.17 while category PE ratio is 43.531. Test MF FAQ for Mutual Fund Motilal Oswal Focused Fund Shares?
The Current NAV of Motilal Oswal Focused Fund is ₹50.12, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Motilal Oswal Focused Fund Plan?
There is a lock in period of N/A for Motilal Oswal Focused Fund
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Motilal Oswal Focused Fund Direct Growth
Growth
50.120.08% (-0.04)
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Low
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Returns
0.00%
0.00%
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5Y
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1M
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Motilal Oswal Focused Fund Performance & Key Metrics
Motilal Oswal Focused Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.01 | 57.17 | -0.31 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.43 | 43.53 | 0.15 |
Motilal Oswal Focused Fund Scheme InfoMotilal Oswal Focused Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Focused Fund
About Focused Fund
Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.
Motilal Oswal Focused Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Motilal Oswal Focused Fund Peers & Comparison
Comparing 3 mutual funds from
EquityFocused Fund
EquityFocused Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Motilal Oswal Focused Fund | -2.43% | 14.77% | 14.26% |
| SBI Focused Equity Fund | 9.22% | 20.14% | 15.97% |
| HDFC Focused 30 Fund | 11.57% | 27.95% | 16.07% |
| Axis Focused Fund | 6.30% | 15.07% | 14.47% |
Motilal Oswal Focused Fund Returns Comparison
Compare Motilal Oswal Focused Fund with any MF, ETF, stock or indexCompare Motilal Oswal Focused Fund with any MF, ETF, stock or index
Motilal Oswal Focused Fund
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What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Motilal Oswal Focused Fund Asset Allocation
Motilal Oswal Focused Fund Asset Allocation
Actual
Target
May 2024
Sep 2024
Dec 2024
Mar 2025
May 2024
Sep 2024
Dec 2024
Mar 2025
Motilal Oswal Focused Fund Sector Distribution
Motilal Oswal Focused Fund Sector Distribution
May 2024
Sep 2024
Dec 2024
Mar 2025
Motilal Oswal Focused Fund Sector Weightage
Motilal Oswal Focused Fund Sector Weightage
Others
Others as a % of total holdings for last six quarters
Motilal Oswal Focused Fund Current Holdings
Motilal Oswal Focused Fund Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
9.52 %
9.52 %Holdings
9.17 %
9.17 %Holdings
7.48 %
7.48 %
AMC Profile of Motilal Oswal Focused Fund
AMC Profile of Motilal Oswal Focused Fund
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).
No.of Schemes
38
Total AUM
₹ 96,423.64 Cr.
Motilal Oswal Focused Fund Manager Details
Motilal Oswal Focused Fund Manager Details
Motilal Oswal Focused Fund Manager Profile
Motilal Oswal Focused Fund Manager Profile
Santosh Singh
AUM: ₹1,554.62 Cr.
|
Exp: —
Rakesh Shetty
AUM: ₹96,423.64 Cr.
|
Exp: 13yrs
Motilal Oswal Focused Fund Manager Performance (0)
Motilal Oswal Focused Fund Manager Performance (0)
Equity: Focused Fund
Motilal Oswal Focused Fund Tax Implications
Motilal Oswal Focused Fund Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
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Motilal Oswal Focused Fund Review & Opinions
Motilal Oswal Focused Fund Review & Opinions
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Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%