Motilal Oswal Focused Fund - Regular Plan Growth Option
(Erstwhile Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option)
Fund House: Motilal Oswal Mutual Fund| Category: Equity: Focused |
| Launch Date: 05-05-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 2.14% As on (28-02-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,454.28 Cr As on 27-02-2026(Source:AMFI) |
| Turn over: 114% |
40.1714
-0.89 (-2.222%)
11.42%
Benchmark: 12.06%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 17.17 |
| Sharpe Ratio | 0.39 |
| Alpha | -7.57 |
| Beta | 1.15 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Focused Fund - Regular Plan Growth Option | 05-05-2013 | 11.77 | 1.53 | 9.04 | 5.86 | 10.77 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 14.15 | 12.12 | 17.69 | 13.22 | 15.04 |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 13.88 | 9.14 | 15.98 | 12.35 | - |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 11.46 | 9.82 | - | - | - |
| HSBC Focused Fund - Regular Growth | 22-07-2020 | 11.31 | 5.77 | 15.4 | 11.59 | - |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 9.95 | 10.02 | 20.08 | 16.36 | 15.44 |
| Old Bridge Focused Fund - Regular Growth | 24-01-2024 | 9.74 | 11.09 | - | - | - |
| Union Focused Fund - Regular Plan - Growth Option | 05-08-2019 | 7.74 | 4.08 | 11.87 | 9.7 | - |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 7.72 | 9.46 | 17.63 | 11.27 | 13.05 |
| Nippon India Focused Fund -Growth Plan -Growth Option | 26-12-2006 | 7.56 | 5.79 | 13.39 | 11.12 | 14.28 |
Scheme Characteristics
A scheme focused on the number of stocks (maximum 30). Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
63.42%
Others
9.72%
Large Cap
74.8%
Mid Cap
52.1%
