September 22, 2025
RA Jainee
Motilal Oswal Focused Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 51.2265
NAV IDCW: Rs 22.6238
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The Scheme seeks to achieve long term capital appreciation by investing in upto 30 companies with focus in multi cap space.
Fund Manager:
1) Ankit Agarwal
Education: Mr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.
Experience: Prior to joining UTI Mutual Fund he has worked with Centrum Capital Ltd as Senior Vice President – Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..
2) Atul Mehra
Education: Mr. Mehra has done B.Com, Master’s Degree in Accounting and CFA
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd
3) Varun Sharma
Education: Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM – Calcutta.
Experience: Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 – August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 – Feb 2010) as a Ratings Analyst.
4) Rakesh Shetty
Education: Mr. Shetty has done B.Com
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs)– | |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 365 days |
Basic Details of Motilal Oswal Focused Fund
| Fund House | Motilal Oswal Mutual Fund |
| Launch Date | 13-May-13 |
| Return Since Launch | 14.13% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 1,464 Cr |
| (As on 31-Aug-2025) | |
| Expense | 1.01% |
| (As on 31-Aug-2025) | |
| Risk Grade | High |
| Return Grade | Low |
| Turnover | 98.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Focused Dir | -1.72 | -0.36 | 2.30 | 4.58 | 17.16 | -12.99 | 10.68 | 14.77 | 12.05 | 12.08 |
| BSE 500 TRI | 5.82 | -0.14 | 1.91 | 3.73 | 13.14 | -0.83 | 16.19 | 20.85 | 14.97 | 14.80 |
| Equity: Flexi Cap | 4.21 | -0.12 | 2.05 | 4.01 | 13.79 | -0.11 | 17.76 | 21.01 | 15.49 | 14.91 |
| Rank within category | 86 | 101 | 32 | 37 | 10 | 85 | 70 | 52 | 38 | 32 |
| Number of funds in category | 95 | 108 | 105 | 101 | 97 | 87 | 71 | 53 | 41 | 34 |
Peer Comparison of Motilal Oswal Focused Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Motilal Oswal Focused Dir | 1 star | -12.99 | 10.68 | 14.77 | 1.01 | 1,464 | 14.13 | 1.00 (365) | 12Y 4M | 98.00 |
| Parag Parikh Flexi Cap Dir | 5 star | 7.82 | 22.16 | 23.56 | 0.63 | 1,15,040 | 19.96 | 2.00 (365) | 12Y 3M | 16.02 |
| HDFC Flexi Cap Dir | 5 star | 7.20 | 23.70 | 29.37 | 0.70 | 81,936 | 17.24 | 1.00 (365) | 12Y 8M | 16.09 |
| HDFC Focused Dir | 5 star | 7.89 | 23.97 | 29.96 | 0.57 | 22,444 | 16.11 | 1.00 (365) | 12Y 8M | 19.40 |
| Franklin India Flexi Cap Dir | 4 star | -0.63 | 19.73 | 25.11 | 0.89 | 18,727 | 16.87 | 1.00 (365) | 12Y 8M | 19.83 |
Portfolio Analysis of Motilal Oswal Focused Fund
| No. of Stocks | 28 |
| Top 10 Stocks | 55.46% |
| Top 5 Stocks | 36.01% |
| Top 3 Sectors | 60.69% |
| Portfolio P/B Ratio | 4.40 |
| Portfolio P/E Ratio | 60.42 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 37,988 | 1,73,265 |
| Giant (%) | — | 50.06 |
| Large (%) | 31.31 | 22.94 |
| Mid (%) | 55.57 | 22.26 |
| Small (%) | 13.12 | 6.76 |
| Tiny (%) | — | 0.75 |
Chanakya’s Mutual Fund Guidance For Motilal Oswal Focused Fund
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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