Motilal Oswal Focused Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Motilal Oswal Focused Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

1,557 Cr

Lock In Period

N/A

Expense Ratio

2.13

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.

Benchmark

Nifty 50 Total Returns Index

Summary

Motilal Oswal Focused Fund Growth NAV is ₹48.4700 as of 25 Jun, 2026. Motilal Oswal Focused Fund Growth has delivered 37.90% returns since its launch. The minimum SIP investment amount in Motilal Oswal Focused Fund Growth is ₹500. The AUM of Motilal Oswal Focused Fund Growth is ₹1,557 Cr. The expense ratio of the fund is 2.13%, and its benchmark is Nifty 50 Total Returns Index. The current exit load of the fund 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 last 1M months, Motilal Oswal Focused Fund Growth has delivered 7.13% returns.

Motilal Oswal Focused Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M7.130.447.24
6M9.912.2427.55
1Y14.835.1634.53
3Y11.3113.54105.33

Portfolio Analysis

  • Equity: 91.54%
  • Debt: 8.46%
  • Others
As on: 2026-05-31
View allocation % by

1. AU Small Finance Bank Limited4.08%
2. IndusInd Bank Limited3.29%
3. Kotak Mahindra Bank Ltd3.16%

1. CG Power and Industrial Solutions Limited4.17%
2. ABB India Limited3.47%

1. Rubicon Research Limited3.26%
2. Acutaas Chemicals Limited2.49%

1. Aditya Infotech Limited4.87%

1. MTAR Technologies Limited2.73%
2. Bharat Electronics Limited1.70%

1. ICICI Prudential Asset Management Company Limited4.39%

1. Persistent Systems Ltd4.24%

1. Eternal Limited4.07%

1. Apollo Hospitals Enterprise Limited3.97%

1. Gabriel India Limited3.79%

1. Aditya Vision Ltd3.50%

1. Titan Company Limited3.31%

1. PNB Housing Finance Limited3.19%

1. BSE Limited3.18%

1. NTPC Limited3.18%

1. UltraTech Cement Limited3.15%

1. One 97 Communications Limited2.67%

1. Religare Enterprises Limited2.55%

1. UNO Minda Limited2.53%

1. Bharti Airtel Limited2.46%

1. PTC Industries Ltd2.42%

1. InterGlobe Aviation Limited2.23%

1. Syrma SGS Technology Ltd2.09%

1. Jain Resource Recycling Limited1.40%

About Fund Motilal Oswal Focused Fund Growth

Motilal Oswal Focused Fund Growth managed by Motilal Oswal Mutual Fund,is a Focused Fundsscheme with Assets Under Management of ₹1,557 Crore. The fund benchmarks its performance against the Nifty 50 Total Returns Index while maintaining an expense ratio of 2.13. 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 Name1Y3Y
This FundLIC MF Focused Fund Growth-0.953632.8922
This FundFranklin India Focused Equity Fund Growth-4.900635.8003
This FundMotilal Oswal Focused Fund Growth14.829937.9019
This FundICICI Prudential Focused Equity Fund Growth2.506367.3546

Motilal Oswal Focused Fund Growth 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 2.13. 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 : 7.13%
  • 6 Months : 9.91%
  • 1 Year : 14.83%
  • 3 Years : 11.31%
Returns of Motilal Oswal Focused Fund Growth are updated daily based on NAV of ₹ 48.4700 as on Jun 23,2026. Since inception, the return has been 37.90%.

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 ₹1,557 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.