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OmniAsset › Mutual funds › Motilal Oswal Focused Fund

Motilal Oswal Focused Fund

Focused fund benchmarked to Nifty 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202653.1784
CategoryFocused
PlanRegular · Growth
Launched22 Apr 2013
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 500 TRI
Expense ratiodirect plan, a year2.77%
AUM₹968 Cr
Growth of ₹10,000₹15,5552 Sep 2021 to 2 Sep 2026
₹15,807₹13,933₹12,059₹10,185₹8,311Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹15,555 (+9.2% a year) Motilal Oswal Focused Fund

Performance (trailing, annualised)

1Y annualised26.13%
3Y annualised13.34%
5Y annualised9.24%
10Y annualised11.92%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,44,06939.02%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,49,58114.97%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,38,94413.37%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202114.59%
Calendar 20221.95%
Calendar 202318.82%
Calendar 202413.62%
Calendar 2025-1.71%

Rolling returns

Rolling 1Y · average635 windows since 19 May 201414.29%
Rolling 1Y · median11.49%
Rolling 1Y · worst window-18.27%
Rolling 1Y · best window75.44%
Rolling 1Y · windows positive75%
Rolling 3Y · average532 windows since 18 May 201612.33%
Rolling 3Y · median12.20%
Rolling 3Y · worst window-1.97%
Rolling 3Y · best window24.59%
Rolling 3Y · windows positive99%
Rolling 5Y · average429 windows since 16 May 201811.97%
Rolling 5Y · median12.29%
Rolling 5Y · worst window1.41%
Rolling 5Y · best window20.26%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)16.93%
Downside deviation (3Y)12.39%
Maximum drawdown-31.63%

Management

Fund managerMr. Siddharth Bothra, Mr. Rakesh Shetty, Mr. Ankush Sood
Managing since23 Nov 2016

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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