April 7, 2026
RA Jainee
Motilal Oswal Focused Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 47.69 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 19.6 |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 12 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 1,454 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.99% |
| 1 Year Return (%) | 10.24 |
| 3 Year Return (%) | 9.60 |
| 5 Year Return (%) | 7.78 |
| 10 Year Return (%) | 12.03 |
| Return Since Launch | 12.87% |
⚖️ Sahifund Review – Motilal Oswal Focused Fund ✔
✓ PLUS:
• Decent long-term track record with ~12%+ returns since launch indicating stability over cycles
• Focused strategy (max 30 stocks) allows high-conviction bets and potential alpha generation
• Strong 1-year outperformance vs benchmark shows tactical positioning strength
• Balanced exposure across large, mid and small caps enhances diversification
• Suitable for SIP investors seeking concentrated yet diversified portfolio approach
• Backed by credible fund house Motilal Oswal Mutual Fund known for research-driven investing
• Category relevance high for investors seeking focused alpha over index returns
⚖️ MINUS:
• Underperformance over 3 & 5 years vs benchmark and top peers raises consistency concerns
• Very high turnover (~152%) indicates aggressive churn and tactical strategy risk
• High portfolio valuation (P/E ~46) leaves limited margin of safety
• Concentration risk due to limited number of stocks (focused strategy)
• Weak category ranking in medium term (3–5 years) impacts credibility
• Expense ratio (0.99%) on higher side vs better-performing peers
• Volatility risk higher than diversified flexi-cap funds
Sahifund View (Decisive Line):
A high-conviction focused fund with tactical strength—but inconsistent medium-term performance makes it suitable only for selective SIP allocation.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Flexi-cap funds are suitable for investors:
1. Seeking exposure in a diversified set of stocks for high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
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 Motilal Oswal Mutual Fund he has worked with UTI Mutual Fund, 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 | 12.87% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 1,454 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.99% |
| (As on 31-Mar-2026) | |
| Risk Grade | High |
| Return Grade | Low |
| Turnover | 152.00% |
Motilal Oswal Focused Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Focused Dir | -7.95 | 1.10 | -3.83 | -8.75 | -5.75 | 10.24 | 9.60 | 7.78 | 10.78 | 12.03 |
| BSE 500 TRI | -11.14 | 1.19 | -5.66 | -11.65 | -8.38 | 2.58 | 13.57 | 12.38 | 13.02 | 14.05 |
| Equity: Flexi Cap | -9.95 | 1.30 | -5.08 | -10.70 | -8.27 | 3.24 | 14.63 | 12.96 | 13.27 | 14.25 |
| Rank within category | 16 | 96 | 16 | 13 | 15 | 4 | 68 | 55 | 39 | 33 |
| Number of funds in category | 114 | 119 | 118 | 115 | 109 | 96 | 73 | 57 | 45 | 36 |
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 | 10.24 | 9.60 | 7.78 | 0.99 | 1,454 | 12.87 | 1.00 (365) | 12Y 10M | 152.00 |
| Parag Parikh Flexi Cap Dir | 5 star | 4.61 | 17.57 | 16.44 | 0.62 | 1,34,253 | 18.35 | 2.00 (365) | 12Y 10M | 15.37 |
| HDFC Flexi Cap Dir | 5 star | 3.67 | 19.09 | 19.45 | 0.68 | 1,00,455 | 15.70 | 1.00 (365) | 13Y 3M | 9.45 |
| SBI Focused Dir | 4 star | 9.61 | 17.21 | 14.11 | 0.77 | 43,311 | 14.93 | 0.25 (30) | 13Y 3M | 33.00 |
| HDFC Focused Dir | 5 star | 2.81 | 18.84 | 20.85 | 0.65 | 27,136 | 14.57 | 1.00 (365) | 13Y 3M | 10.36 |
Motilal Oswal Focused Fund Portfolio
| No. of Stocks | 30 |
| Top 10 Stocks | 40.92% |
| Top 5 Stocks | 23.38% |
| Top 3 Sectors | 62.32% |
| Portfolio P/B Ratio | 4.93 |
| Portfolio P/E Ratio | 46.30 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 69,794 | 1,80,281 |
| Giant (%) | — | — |
| Large (%) | 39.29 | 62.49 |
| Mid (%) | 27.38 | 21.89 |
| Small (%) | 33.33 | 15.99 |
| Tiny (%) | — | — |
Apply Online: https://www.motilaloswalmf.com/mutualfund/login OR https://www.motilaloswalmf.com/mutual-funds
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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