
Motilal Oswal Focused Fund(G)-Direct Plan
+11.25%
5Y annualised
+11.25%
5Y annualised
+0.14% 1D
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Buy, Hold or Sell?
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NAV : 13 Nov 2026
₹66.08
Min. SIP amount
₹500
Fund size (AUM)
1848 Cr
Expense ratio
1.02%
Launched on
13 May 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 13 Nov 2026
₹66.08
Min. SIP amount
₹500
Fund size (AUM)
1848 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
27.45%
Mid Cap
20.09%
Small Cap
39.30%
Others
13.16%
Sector Allocation
Domestic Equities
21.44%
Bank
13.85%
It
10.92%
Healthcare
9.61%
Automobile & Ancillaries
6.86%
Retailing
6.45%
Electricals
6.37%
Capital Goods
5.98%
Others
18.54%
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
Invesco India Focused Fund(G)-Direct Plan
SBI Focused Fund(G)-Direct Plan
Old Bridge Focused Fund(G)-Direct Plan
Union Focused Fund(G)-Direct Plan
HSBC Focused Fund(G)-Direct Plan
Quant Focused Fund(G)-Direct Plan
Kotak Focused Fund(G)-Direct Plan
FAQs
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