
Motilal Oswal Focused Fund(G)-Direct Plan
+10.52%
5Y annualised
+10.52%
5Y annualised
+1.79% 1D
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Buy, Hold or Sell?
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NAV : 18 Sep 2026
₹63.63
Min. SIP amount
₹500
Fund size (AUM)
1827 Cr
Expense ratio
1.02%
Launched on
13 May 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 18 Sep 2026
₹63.63
Min. SIP amount
₹500
Fund size (AUM)
1827 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
27.91%
Mid Cap
27.02%
Small Cap
32.49%
Others
12.58%
Sector Allocation
Domestic Equities
16.21%
Finance
10.83%
Bank
10.42%
It
10.20%
Automobile & Ancillaries
9.02%
Capital Goods
8.31%
Healthcare
6.48%
Cash & Cash Equivalents And Net Assets
6.39%
Others
22.14%
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
HSBC Focused Fund(G)-Direct Plan
ITI Focused Fund(G)-Direct Plan
Kotak Focused Fund(G)-Direct Plan
Union Focused Fund(G)-Direct Plan
FAQs
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