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Motilal Oswal Focused Fund Growth Return

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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)

₹1,509 Cr

Lock In Period

N/A

Expense Ratio

3.99

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 ₹46.544 as of 5 Jun, 2026. Motilal Oswal Focused Fund Growth has delivered 35.68% 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 ₹1,509 Cr. The expense ratio of the fund is 3.99%, 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 3.93% returns.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.930.296.09
6M6.531.5927.55
1Y7.694.8934.53
3Y10.7115.53105.33

Portfolio Analysis

  • Equity: 93.24%
  • Debt: 6.74%
  • Others
As on: 2026-04-30
View allocation % by

1. ICICI Bank Ltd4.12%
2. AU Small Finance Bank Limited4.08%
3. Indusind Bank Ltd3.30%

1. Acutaas Chemicals Limited4.19%
2. Rubicon Research Limited3.10%

1. ICICI Prudential Asset Management Company Limited4.02%
2. Religare Enterprises Ltd2.45%

1. MTAR Technologies Limited4.13%
2. Bharat Electronics Ltd1.84%

1. CG Power and Industrial Solutions Limited4.20%

1. Aditya Infotech Limited4.02%

1. Eternal Limited3.95%

1. Gabriel India Limited3.64%

1. Apollo Hospitals Enterprise Limited3.58%

1. Aditya Vision Ltd3.55%

1. Persistent Systems Ltd3.43%

1. Reliance Industries Ltd3.34%

1. Jain Resource Recycling Limited3.26%

1. Radico Khaitan Ltd3.00%

1. Titan Company Limited3.00%

1. NTPC Ltd2.97%

1. One 97 Communications Limited2.55%

1. Ultratech Cement Ltd2.48%

1. PTC Industries Limited2.47%

1. Shriram Finance Limited2.40%

1. Maruti Suzuki India Ltd2.35%

1. Hindustan Unilever Ltd2.25%

1. State Bank of India1.98%

1. Interglobe Aviation Ltd1.94%

1. BSE Limited1.65%

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 ₹1,509 Crore. The fund benchmarks its performance against the Nifty 50 Total Returns Index while maintaining an expense ratio of 3.99. 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
Franklin India Focused Equity Fund Growth311488.4 CR1.88
Sundaram Focused Fund Growth11019.95 CR2.24
Motilal Oswal Focused Fund Growth11509.27 CR3.99
Sundaram Select Focus - Institutional Plan Growth01353.89 CR2.18
Fund Name1Y3Y
This FundFranklin India Focused Equity Fund Growth-6.631634.295
This FundSundaram Focused Fund Growth-0.991834.7506
This FundMotilal Oswal Focused Fund Growth7.691435.6841
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 3.99. 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 : 3.93%
  • 6 Months : 6.53%
  • 1 Year : 7.69%
  • 3 Years : 10.71%
Returns of Motilal Oswal Focused Fund Growth are updated daily based on NAV of ₹ 46.544 as on Jun 03,2026. Since inception, the return has been 35.68%.

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 ₹1,509 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.