Submit

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
Invest in this Scheme
Category: Equity: Focused
Launch Date: 05-05-2013
Asset Class: Equity
Benchmark: Nifty 500 TRI
TER: 2.13% As on (31-05-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,557.56 Cr As on 31-05-2026(Source:AMFI)
Turn over: 1.48% | Exit Load: 1% on or before 365D, Nil after 365D
NAV as on 10-07-2026

49.7076

0.5 (1.0099%)

CAGR Since Inception

12.93%

Benchmark: 12.13%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Submit
Submit
Submit

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 0 Months
10 Years 8 Months
11 Years 3 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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 19.17
Sharpe Ratio 0.33
Alpha -3.33
Beta 1.05
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 13.79 3.35 12.12 9.56 12.06
SBI Focused Fund - Regular Plan -Growth 01-10-2004 10.59 8.67 16.36 12.96 14.77
Old Bridge Focused Fund - Regular Growth 24-01-2024 9.65 7.97 - - -
Kotak Focused Fund- Regular Plan - Growth Option 05-07-2019 8.37 5.5 15.71 13.15 -
Union Focused Fund - Regular Plan - Growth Option 05-08-2019 6.87 4.28 12.29 11.02 -
Quant Focused Fund - Growth Option - Regular Plan 01-08-2008 6.54 0.81 14.51 13.27 14.22
ITI Focused Fund - Regular Plan - Growth 19-06-2023 5.92 4.92 17.58 - -
HSBC Focused Fund - Regular Growth 22-07-2020 5.74 4.91 14.85 13.09 -
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 4.26 6.04 18.7 16.96 14.89
JM Focused Fund (Regular) - Growth Option 05-03-2008 2.59 0.12 14.2 14.05 12.67

Scheme Characteristics

A scheme focused on the number of stocks (maximum 30). Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

32.29%

Others

8.46%

Large Cap

39.26%

Mid Cap

19.99%

Scheme Documents

May 2026 Active

Monthly Portfolio Disclosure - May 2026

Feedback
Notification