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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 202625.8787
CategoryFocused
PlanDirect · Idcw
Launched22 Apr 2013
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 500 TRI
Expense ratiodirect plan, a year1.67%
AUM₹3.25 Cr
Growth of ₹10,000₹11,5702 Sep 2021 to 2 Sep 2026
₹12,623₹11,422₹10,222₹9,021₹7,821Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹11,570 (+3.0% a year) Motilal Oswal Focused Fund

Performance (trailing, annualised)

1Y annualised18.72%
3Y annualised6.83%
5Y annualised2.96%
10Y annualised5.14%

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 ₹1,38,94230.39%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,08,8448.44%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,14,4686.92%

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

Calendar years

Calendar 2021-1.10%
Calendar 2022-3.83%
Calendar 202311.89%
Calendar 20246.94%
Calendar 2025-7.13%

Rolling returns

Rolling 1Y · average635 windows since 19 May 20148.09%
Rolling 1Y · median4.96%
Rolling 1Y · worst window-22.76%
Rolling 1Y · best window77.71%
Rolling 1Y · windows positive62%
Rolling 3Y · average532 windows since 18 May 20165.95%
Rolling 3Y · median5.46%
Rolling 3Y · worst window-7.22%
Rolling 3Y · best window20.50%
Rolling 3Y · windows positive92%
Rolling 5Y · average429 windows since 16 May 20185.31%
Rolling 5Y · median5.41%
Rolling 5Y · worst window-3.25%
Rolling 5Y · best window15.39%
Rolling 5Y · windows positive95%

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

Risk

Volatility (3Y)18.07%
Downside deviation (3Y)13.94%
Maximum drawdown-35.14%

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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