Motilal Oswal Focused Fund - Direct Plan Growth Option

Open Ended Schemes(Equity Scheme - Focused Fund)Very High Risk★★★★★ISIN INF247L01189

NAV · 06-Jul-2026

₹58.2865

+5.40%

+11.33%

1Y (CAGR)

+14.26%

3Y (CAGR)

+12.61%

5Y (CAGR)

+10.47%

Since inception (CAGR)

+14.25%

NAV history

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Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

16.80%

Downside dev (3y)

13.07%

Max drawdown (3y)

-31.3%

Sharpe (3y)

0.36

SIP XIRR (3y)

+11.70%

SIP XIRR (5y)

+12.03%

Calendar-year returns

2020 +18.8%2021 +16.0%2022 +3.1%2023 +20.2%2024 +14.9%2025 -0.6%

Fund facts

Fund managerVarun Sharma · Swapnil Mayekar · Ankit Agarwal · Rakesh Shetty · Atul Mehra

AUM₹15,571 Cr

Expense ratio1.0% · 2026-05-31

TER · AMFI officialDirect 1.00% · Regular 2.12% (2026-06-30)

Launch date22-Apr-2013

Plan typeOpen Ended · Equity

Min lumpsum₹500

Min SIP₹500

Lock-inNone

Volatility16.34

AMCMotilal Oswal Asset Management Company Limited

Objective · 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.

scheme documents ↗