
Motilal Oswal Focused Fund(G)-Direct Plan
+9.81%
5Y annualised
+9.81%
5Y annualised
-0.42% 1D
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Buy, Hold or Sell?
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NAV : 22 Oct 2026
₹60.99
Min. SIP amount
₹500
Fund size (AUM)
1845 Cr
Expense ratio
1.02%
Launched on
13 May 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 22 Oct 2026
₹60.99
Min. SIP amount
₹500
Fund size (AUM)
1845 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
Stock Allocation
Fund Composition
Large Cap
23.24%
Mid Cap
23.81%
Small Cap
37.36%
Others
15.60%
Sector Allocation
Domestic Equities
19.31%
Capital Goods
11.10%
Bank
10.31%
It
10.12%
Automobile & Ancillaries
9.33%
Cash & Cash Equivalents And Net Assets
8.88%
Electricals
6.15%
Retailing
6.10%
Others
18.68%
Minimum investments
Returns vs rankings
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
Ankit Agarwal
Present
Varun Sharma
Present
Rakesh Shetty
Present
Swapnil P Mayekar
Present
Similar/Peer Fund Comparison
Motilal Oswal Focused Fund(G)-Direct Plan
Old Bridge Focused Fund(G)-Direct Plan
SBI Focused Fund(G)-Direct Plan
Quant Focused Fund(G)-Direct Plan
Union Focused Fund(G)-Direct Plan
HSBC Focused Fund(G)-Direct Plan
Invesco India Focused Fund(G)-Direct Plan
360 ONE Focused Fund(G)-Direct Plan
FAQs
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