Motilal Oswal Focused Fund - Regular Plan Growth Option
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 99% of 3-year investment horizons.
- Generated +2.1% annualized alpha (excess return) over its benchmark.
- Over 14 years of operational history across different market cycles.
- Downside capture of 111% indicates larger drops during broader market downturns.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +3.01% | +7.77% | -4.76% |
| 3 Months | +4.61% | +0.86% | +3.75% |
| 6 Months | +19.54% | +7.95% | +11.59% |
| 1 Year | +24.33% | +3.65% | +20.68% |
| 3 Years CAGR | +14.21% | +12.71% | +1.50% |
| 5 Years CAGR | +9.95% | +10.23% | -0.28% |
| 7 Years CAGR | +12.83% | +13.92% | -1.09% |
| 10 Years CAGR | +12.40% | +12.75% | -0.35% |
| Since Inception | +13.42% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Motilal Oswal Focused Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +24.86% | +3.13% | +21.73% |
| 2025 | -1.71% | +2.93% | -4.64% |
| 2024 | +13.62% | +17.15% | -3.53% |
| 2023 | +18.82% | +28.21% | -9.39% |
| 2022 | +1.95% | -0.40% | +2.35% |
| 2021 | +14.59% | +34.23% | -19.64% |
| 2020 | +17.28% | +16.09% | +1.19% |
| 2019 | +17.09% | +15.36% | +1.73% |
| 2018 | -4.20% | -5.29% | +1.09% |
| 2017 | +32.15% | +39.11% | -6.96% |
| 2016 | +2.83% | +5.20% | -2.37% |
| 2015 | +5.90% | +2.95% | +2.95% |
| 2014 | +44.24% | +49.92% | -5.68% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -22.26% | +14.40% | +12.01% | +81.24% | 75.1% | 23.3% |
| 3-Year Rolling | -3.93% | +12.37% | +12.28% | +25.39% | 99.3% | 6.2% |
| 5-Year Rolling | +0.23% | +11.90% | +11.96% | +21.21% | 100.0% | 6.1% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2020-02-12 | 2020-03-23 | -34.6% | 1 months | 7 months |
| 2024-09-13 | 2025-03-03 | -31.6% | 6 months | 17 months |
| 2015-08-19 | 2016-02-25 | -21.2% | 6 months | 6 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and equity related instruments* selected from Top 100 listed companies by full market capitalization 65-100% | Per Scheme Mandate |
| Equity and equity related | Per Scheme Mandate |
| instruments & International | Per Scheme Mandate |
| Stocks* other than above 0-35% | Per Scheme Mandate |
| Debt, Money Market Instruments, G-Sec, Bonds, Cash and Cash Equivalents, etc.0-35% | Per Scheme Mandate |
| Units issued by REITs and InvITs .0-10% | Per Scheme Mandate |
Investment Objective & Strategy
Return by investing upto 30 companies with long term sustainable competitive advantage and growth potential. Investment in Equity and equity related instruments subject to overall limit of 30 companies.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 1,962 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Focused schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Focused Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| DSP Focused Fund | 4.7 | +13.36% | 2.10% | 96.2% | Rs 2,695 cr | Compare → |
| Mahindra Manulife Focused Fund | 6.6 | +12.91% | 2.31% | 91.2% | Rs 2,043 cr | Compare → |
| HSBC Focused Fund | 5.5 | +14.10% | 2.24% | 102.5% | Rs 1,832 cr | Compare → |
| Edelweiss Focused Fund | 5.3 | +12.71% | 2.31% | 105.0% | Rs 1,030 cr | Compare → |
| ITI Focused Fund | 6.2 | +14.34% | 2.61% | 97.9% | Rs 626 cr | Compare → |
Frequently Asked Questions about Motilal Oswal Focused Fund
What is the expense ratio of Motilal Oswal Focused Fund?
The expense ratio for Motilal Oswal Focused Fund is currently not reported.
Who manages Motilal Oswal Focused Fund?
Motilal Oswal Focused Fund is managed by Siddharth Bothra (tenure: 10.0 years since 2016-11-23).
What are the historical returns of Motilal Oswal Focused Fund?
Motilal Oswal Focused Fund delivered a 3-year CAGR of 14.21% and a 5-year CAGR of 9.95%. Its 1-year return stands at +24.33%.
How large is Motilal Oswal Focused Fund?
Motilal Oswal Focused Fund manages assets of Rs 1,962 cr, placing it in the 'comfortable' size band relative to Focused peers.
How is Motilal Oswal Focused Fund scored on MFIQ?
Motilal Oswal Focused Fund holds an MFIQ Score of 3.9/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Motilal Oswal Focused Fund?
Motilal Oswal Focused Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 17.02% with a maximum historical drawdown of -34.64%.