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Motilal Oswal Focused Fund(G)-Direct Plan

Motilal Oswal Focused Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+11.64%

5Y annualised

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NAV : 28 Aug 2026

₹63.78

Min. SIP amount

₹500

Fund size (AUM)

1692 Cr

Expense ratio

1.02%

Launched on

13 May 2013

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,69,564

Stock Allocation

Stock nameSectorAllocation
Kotak Mahindra Bank LimitedBank37.26%
Zf Commercial Vehicle Control Systems India LimitedAutomobile & Ancillaries8.33%
One 97 Communications LimitedIt2.34%

Fund Composition

1692 Cr

Large Cap

29.46%

Mid Cap

29.25%

Small Cap

27.11%

Others

14.18%

Sector Allocation

1692 Cr

Bank

43.72%

Automobile & Ancillaries

12.27%

Finance

8.93%

Capital Goods

5.58%

Domestic Equities

5.28%

It

4.66%

Retailing

3.07%

Healthcare

2.93%

Others

11.17%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

1% on or before 365D, Nil after 365D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

AA

Ankit Agarwal

Present

VS

Varun Sharma

Present

RS

Rakesh Shetty

Present

SP

Swapnil P Mayekar

Present

Similar/Peer Fund Comparison

Fund name
M

Motilal Oswal Focused Fund(G)-Direct Plan

+15.69%
O

Old Bridge Focused Fund(G)-Direct Plan

+0.00%
S

SBI Focused Fund(G)-Direct Plan

+17.41%
Q

Quant Focused Fund(G)-Direct Plan

+16.15%
I

ITI Focused Fund(G)-Direct Plan

+20.29%
H

HSBC Focused Fund(G)-Direct Plan

+16.76%
U

Union Focused Fund(G)-Direct Plan

+13.35%
K

Kotak Focused Fund(G)-Direct Plan

+16.83%

FAQs

Motilal Oswal Focused Fund(G)-Direct Plan is a part of Motilal Oswal Asset Management Company Limited, it was incepted on 13 May 2013. This fund is managed by Ankit Agarwal, Varun Sharma, Rakesh Shetty and Swapnil P Mayekar. It is a Equity type of fund.

The current NAV of Motilal Oswal Focused Fund(G)-Direct Plan is ₹63.78 (as of 28 Aug 2026).

Motilal Oswal Focused Fund(G)-Direct Plan has delivered 30.92% in 1 year, 15.69% in 3 years, and 11.64% in 5 years (annualised).

The minimum SIP amount for Motilal Oswal Focused Fund(G)-Direct Plan is ₹500.

The expense ratio of Motilal Oswal Focused Fund(G)-Direct Plan is 1.02%.

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