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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹1,332 Cr

Lock In Period

N/A

Expense Ratio

2.16

Benchmark

Nifty 50 Total Returns Index

Exit Load

1% - If redeemed on or before 1 Year from the date of allotment. Nil - If redeemed after 1 Year from the date of allotment.

Summary

Latest details for Motilal Oswal Focused Fund Growth include a ₹44.1721 NAV as of Apr 24,2026 and returns since inception of 39.77%. Minimum investments start at SIP ₹500. The Motilal Oswal Focused Fund Growth AUM is ₹1,332 Cr, with a lock-in of N/A years, expense ratio of 2.16%, and benchmark Nifty 50 Total Returns Index. Exit load is - 1% - If redeemed on or before 1 Year from the date of allotment. Nil - If redeemed after 1 Year from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 13.33% returns, against a category average of 2.44% and a category best of 14.91%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M13.332.4414.91
6M1.381.4227.55
1Y12.205.3034.53
3Y11.8117.12105.33

Portfolio Analysis

  • Equity: 93.97%
  • Debt: 6.04%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI Bank Limited3.91%
2. IndusInd Bank Limited2.93%
3. AU Small Finance Bank Limited2.87%

1. Acutaas Chemicals Limited4.83%
2. Sai Life Sciences Limited2.33%

1. MTAR Technologies Limited4.05%
2. Bharat Electronics Limited2.93%

1. ICICI Prudential Asset Management Company Limited3.79%
2. Religare Enterprises Limited2.53%

1. Coforge Limited3.46%
2. Tech Mahindra Limited1.90%

1. One 97 Communications Limited5.05%

1. Titan Company Limited4.26%

1. Aditya Infotech Limited3.94%

1. CG Power and Industrial Solutions Limited3.83%

1. Apollo Hospitals Enterprise Limited3.62%

1. Bharat Heavy Electricals Limited3.57%

1. Radico Khaitan Limited3.46%

1. Aditya Vision Ltd3.39%

1. Reliance Industries Limited3.29%

1. Shriram Finance Limited3.26%

1. Gabriel India Limited3.19%

1. Jain Resource Recycling Limited3.18%

1. Eternal Limited3.06%

1. SRF Limited2.92%

1. PTC Industries Limited2.62%

1. State Bank of India2.36%

1. Maruti Suzuki India Limited1.90%

1. InterGlobe Aviation Limited1.54%

About Fund

Motilal Oswal Focused Fund Growth managed by Motilal Oswal Mutual Fund,is a Focused Fundsscheme with Assets Under Management of ₹1,332 Crore. The fund benchmarks its performance against the Nifty 50 Total Returns Index while maintaining an expense ratio of 2.16. Under the expert guidance of Rakesh Shetty ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Rakesh Shetty

Mr. Rakesh Shetty holds Bachelors of Commerce (B.Com). Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundAxis Focused Fund Growth19966.74 CR1.78
This FundL&T Focused Equity Fund Growth2946.04 CR2.32
This FundMotilal Oswal Focused Fund Growth11331.9 CR2.16
This FundHDFC Focused Fund - Growth524169.51 CR1.62
This FundICICI Prudential Focused Equity Fund Growth514570.82 CR1.69
Fund Name1Y3Y
This FundAxis Focused Fund Growth-2.659238.7613
This FundL&T Focused Equity Fund Growth-1.568639.5622
This FundMotilal Oswal Focused Fund Growth12.200439.775
This FundHDFC Focused Fund - Growth1.701870.439
This FundICICI Prudential Focused Equity Fund Growth5.239180.3214

FAQs

Motilal Oswal Focused Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Motilal Oswal Focused Fund Growth is 2.16. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Motilal Oswal Focused Fund Growth’s fund performance is as follows:
  • 1 Month : 13.33%
  • 6 Months : 1.38%
  • 1 Year : 12.20%
  • 3 Years : 11.81%
Returns of Motilal Oswal Focused Fund Growth are updated daily based on NAV of ₹ 44.1721 as on Apr 24,2026. Since inception, the return has been 39.77%.

You can invest in Motilal Oswal Focused Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Motilal Oswal Focused Fund Growth is ₹1,332 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Motilal Oswal Focused Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500