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Motilal Oswal Focused Fund Growth Return

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  • 1Y
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  • 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)

₹1,635 Cr

Lock In Period

N/A

Expense Ratio

2.12

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

Motilal Oswal Focused Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.390.304.24
6M18.642.5127.55
1Y16.565.2734.53
3Y11.5612.35105.33

Portfolio Analysis

  • Equity: 91.69%
  • Debt: 8.33%
  • Others
As on: 2026-06-30
View allocation % by

1. AU Small Finance Bank Limited4.25%
2. Indusind Bank Ltd3.27%
3. Kotak Mahindra Bank Ltd3.20%

1. CG Power and Industrial Solutions Limited4.12%
2. ABB India Ltd3.30%

1. Rubicon Research Limited4.44%
2. Acutaas Chemicals Limited2.66%

1. Eternal Limited4.20%
2. Meesho Ltd2.70%

1. MTAR Technologies Limited2.72%
2. Bharat Electronics Ltd1.62%

1. Aditya Infotech Limited4.04%

1. ICICI Prudential Asset Management Company Limited4.02%

1. Apollo Hospitals Enterprise Limited4.01%

1. PNB Housing Finance Limited3.52%

1. Titan Company Limited3.51%

1. Gabriel India Limited3.45%

1. BSE Limited3.42%

1. One 97 Communications Limited3.07%

1. Bharti Airtel Ltd3.06%

1. Shriram Finance Limited2.95%

1. NTPC Ltd2.93%

1. UNO Minda Ltd2.86%

1. Interglobe Aviation Ltd2.71%

1. Syrma SGS Technology Ltd2.55%

1. PTC Industries Limited2.44%

1. Persistent Systems Ltd2.25%

1. Aditya Vision Ltd2.24%

1. Shadowfax Technologies Limited2.18%

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 ₹1,635 Crore. The fund benchmarks its performance against the Nifty 50 Total Returns Index while maintaining an expense ratio of 2.12. 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
Nippon India Focused Fund Growth38,531 CR2.08
Union Focused Fund Growth1439 CR2.56
Motilal Oswal Focused Fund Growth11,635 CR2.12
Sundaram Select Focus - Institutional Plan Growth01,353 CR2.18
Fund Name1Y3Y
This FundNippon India Focused Fund Growth1.055235.0387
This FundUnion Focused Fund Growth8.136837.207
This FundMotilal Oswal Focused Fund Growth16.559438.8339
This FundSundaram Select Focus - Institutional Plan Growth28.053763.0778

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 2.12. 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 : 3.39%
  • 6 Months : 18.64%
  • 1 Year : 16.56%
  • 3 Years : 11.56%
Returns of Motilal Oswal Focused Fund Growth are updated daily based on NAV of ₹ 50.9087 as on Aug 03,2026. Since inception, the return has been 38.83%.

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 ₹1,635 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.