Motilal Oswal Focused Fund Direct Growth
- Fund size
- ₹1,757 Cr
- Launched
- 15 May 2013
- Volatility (3Y)
- 16.9%
- Worst fall (5Y)
- -31.3%
NAV history
Returns
| Period | Return | Type |
|---|---|---|
| 1 month | -0.67% | Absolute |
| 6 months | +33.11% | Absolute |
| 1 year | +24.86% | CAGR |
| 3 years | +14.61% | CAGR |
| 5 years | +10.34% | CAGR |
| 10 years | +12.93% | CAGR |
| Since launch | +14.65% | CAGR · from 15 May 2013 |
CAGR = annualised return. Periods under a year are absolute. Returns are NAV-based and before any exit load or tax.
If you had started a ₹10,000 SIP
- Invested
- ₹3,60,000
- Value today
- ₹4,46,867
- XIRR
- +15.28%
- Invested
- ₹6,00,000
- Value today
- ₹8,51,777
- XIRR
- +14.39%
Assumes ₹10,000 invested on the first NAV date of every month. Try your own numbers in the SIP calculator.
Top holdings
As of Aug 2026 · 30 holdings · top 10 = 37.4%| Company | Sector | Weight |
|---|---|---|
| AU Small Finance Bank | Financial Services | 4.27% |
| Coforge | IT | 3.86% |
| ICICI Prudential Asset Management Company | Financial Services | 3.76% |
| IndusInd Bank | Financial Services | 3.68% |
| Apollo Hospitals Enterprise | Healthcare | 3.68% |
| Multi Commodity Exchange of India | Financial Services | 3.65% |
| Titan Company | Consumer Discretionary | 3.64% |
| Aditya Infotech | Industrials | 3.63% |
| Shriram Finance | Financial Services | 3.60% |
| PNB Housing Finance | Financial Services | 3.58% |
| Eternal | Consumer Discretionary | 3.50% |
| One 97 Communications | Financial Services | 3.34% |
| Sansera Engineering | Automobiles | 3.21% |
| Lohia Corp | Industrials | 3.13% |
| Shadowfax Technologies | Industrials | 3.06% |
About this fund
A focused fund holds at most 30 stocks, so each position matters more. Concentration can lift returns — or deepen losses.
SEBI category: Equity Scheme - Focused Fund · ISIN INF247L01189
Other focused funds
Is this fund right for you?
Past returns are one input. Whether a fund fits depends on your goals, horizon, taxes and what you already hold. Sulekha Sen reviews that with you — fee-only.
Book a free 30-min call →Mutual fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data: AMFI, via the open TigZig MF NAV API, as of 5 Oct 2026. Fund size: AMFI quarterly average AUM. Holdings: each AMC’s SEBI-mandated monthly portfolio disclosure. Shown for information only — not a recommendation to buy, sell or hold any scheme.