Focused Fundregulargrowth
Motilal Oswal Focused Fund - Regular Plan Growth Option
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.07%
1 Month-7.95%
3 Months-9.37%
6 Months-5.50%
1 Year+3.05%
3 Years (CAGR)+7.90%
5 Years (CAGR)+5.80%
10 Years (CAGR)+10.45%
Since Inception (May 2013)+11.21%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-8.37%
3 Year SIP-1.35%
5 Year SIP+3.05%
Since Inception (May 2013)+9.22%
Fund Details
Fund HouseMotilal Oswal Mutual Fund
CategoryFocused Fund
Plan Typeregular
Optiongrowth
AUM₹1,454 Cr
Expense Ratio2.14%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date15 May 2013
AMFI Code122387
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
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 12 years. It manages assets worth ₹1,454 Cr, reflecting investor confidence in the fund's strategy. 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