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Focused Fundregulargrowth📊 NIFTY 500 - TRI

Motilal Oswal Focused Fund - Regular Plan Growth Option

Motilal Oswal Mutual Fund

#3 of 28 (1Y)

₹46.3433

0.16 (-0.34%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹46.3433

0.16 (-0.34%)

29 May 2026

AMFI: 122387

Direct · Growth

₹₹54.7037

0.18 (-0.33%)

29 May 2026

AMFI: 122389

Regular · IDCW

₹₹19.1331

0.07 (-0.34%)

29 May 2026

AMFI: 122388

Direct · IDCW

₹₹22.4870

0.08 (-0.33%)

29 May 2026

AMFI: 122390

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.06%
1 Month+1.60%
3 Months+5.94%
6 Months+3.40%
1 Year+7.51%
3 Years (CAGR)+10.72%
5 Years (CAGR)+8.55%
10 Years (CAGR)+11.88%
Since Inception (May 2013)+12.28%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+12.27%
3 Year SIP+6.58%
5 Year SIP+8.12%
Since Inception (May 2013)+10.99%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹78,000

Invested

₹1,68,677

Value today

11.2%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹4,602

Value today

12.4%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹7,80,000

Withdrawn

₹29,15,165

Corpus left

+₹26,95,165 net gain — withdrew ₹7,80,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹27,81,492

Value today

+0.7%

vs lumpsum

STP beat direct lumpsum by 0.7% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹2,83,577

Value today

2.8×

Multiple

Staying invested through that crash turned ₹1L into ₹2,83,577 — a 2.8× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹1,12,914

Regular plan

₹1,05,155

Direct earns ₹7,759 more on a ₹60K investment1.29% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseMotilal Oswal Mutual Fund
CategoryFocused Fund
Plan Typeregular
Optiongrowth
AUM₹1,419 Cr
Expense Ratio2.14%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 500 - TRI ✓
Launch Date15 May 2013
AMFI Code122387

Risk Metrics

Trailing 1 year, annualised

-0.27

Sharpe Ratio

-0.02

Alpha

0.51

Beta

-0.26

Sortino

18.71%

Std Dev

-25.03%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Apr 2026

Equity19 holdings · 70.1%
Security% NAV

One 97 Communications Limited

INE982J01020

5.05%

Acutaas Chemicals Limited

INE00FF01025

4.83%

Titan Company Limited

INE280A01028

4.26%

MTAR Technologies Limited

INE864I01014

4.05%

Aditya Infotech Limited

INE819V01029

3.94%

ICICI Bank Limited

INE090A01021

3.91%

CG Power and Industrial Solutions Limited

INE067A01029

3.83%

ICICI Prudential Asset Management Company Limited

INE346A01027

3.79%

Apollo Hospitals Enterprise Limited

INE437A01024

3.62%

Bharat Heavy Electricals Limited

INE257A01026

3.57%

Radico Khaitan Limited

INE944F01028

3.46%

Coforge Limited

INE591G01025

3.46%

Aditya Vision Ltd

INE679V01027

3.39%

Reliance Industries Limited

INE002A01018

3.29%

Shriram Finance Limited

INE721A01047

3.26%

Gabriel India Limited

INE524A01029

3.19%

Jain Resource Recycling Limited

INE0YD401026

3.18%

Eternal Limited

INE758T01015

3.06%

Bharat Electronics Limited

INE263A01024

2.93%
Other31 holdings · 9599.0%
Security% NAV

CG Power and Industrial Solutions Limited

INE067A01029

420.00%

Acutaas Chemicals Limited

INE00FF01025

419.00%

MTAR Technologies Limited

INE864I01014

413.00%

ICICI Bank Limited

INE090A01021

412.00%

AU Small Finance Bank Limited

INE949L01017

408.00%

Aditya Infotech Limited

INE819V01029

402.00%

ICICI Prudential Asset Management Company Limited

INE346A01027

402.00%

Eternal Limited

INE758T01015

395.00%

Gabriel India Limited

INE524A01029

364.00%

Apollo Hospitals Enterprise Limited

INE437A01024

358.00%

Aditya Vision Ltd

INE679V01027

355.00%

Persistent Systems Ltd

INE262H01021

343.00%

Reliance Industries Limited

INE002A01018

334.00%

IndusInd Bank Limited

INE095A01012

330.00%

Jain Resource Recycling Limited

INE0YD401026

326.00%

Rubicon Research Limited

INE506V01022

310.00%

Radico Khaitan Limited

INE944F01028

300.00%

Titan Company Limited

INE280A01028

300.00%

NTPC Limited

INE733E01010

297.00%

Collateralized Borrowing & Lending Obligation

275.00%

One 97 Communications Limited

INE982J01020

255.00%

UltraTech Cement Limited

INE481G01011

248.00%

PTC Industries Ltd

INE596F01018

247.00%

Religare Enterprises Limited

INE621H01010

245.00%

Shriram Finance Limited

INE721A01047

240.00%

Maruti Suzuki India Limited

INE585B01010

235.00%

Hindustan Unilever Limited

INE030A01027

225.00%

State Bank of India

INE062A01020

198.00%

InterGlobe Aviation Limited

INE646L01027

194.00%

Bharat Electronics Limited

INE263A01024

184.00%

BSE Limited

INE118H01025

165.00%

Performance Comparison

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Investment Objective

Motilal Oswal Focused Fund - Regular Plan Growth Option is a focused equity fund that invests in a concentrated portfolio of up to 30 stocks across market capitalisations. This high-conviction approach allows the fund manager to allocate significant capital to their best ideas.

About This Fund

Motilal Oswal Focused Fund - Regular Plan Growth Option is a Focused Fund mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 13 years. It manages assets worth ₹1,419 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 - TRI. The current expense ratio is 2.14%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations