Motilal Oswal Focused Regular Growth

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Equity
Focused Fund
Rating 1
Plan

42.31 +0.38 (0.91%) NAV as on 22 Jan, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)1512.66
CAGR 2.56%
Exit Load1.00%
Expense ratio2.14%
CategoryEquity
Min Investment500
Min SIP500
Launch Date2013-05-07

Asset Allocation

Holdings As On - 23 January 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

One 97 Communications
98.86
6.54%

Piramal Finance
70.57
4.67%

Radico Khaitan
66.33
4.38%

Coforge
57.51
3.80%

AU Small Finance Bank
56.69
3.75%

Acutaas Chemicals
56.08
3.71%

Aditya Birla Capital
55.06
3.64%

Bharti Airtel
52.96
3.50%

Peer Comparison

Fund Name
HSBC Focused Fund Regular Growth6.29%
Tata Focused Fund Regular Growth5.02%
Sundaram Focused Fund Growth3.49%
Edelweiss Focused Fund Regular Growth7.5%
Motilal Oswal Focused Regular Growth2.56%

Risk & Volitility

Alpha 0.35%
Beta 0.94
Sharpe Ratio0.26
Std Deviation 17.30%
Tracking Error 5.65%

About Fund

The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 30 companies with focus in multi cap space. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

The Motilal Oswal Focused Regular Growth has an AUM of 1512.66 crores & has delivered CAGR of 7.75% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.14%. The minimum investment in Motilal Oswal Focused Regular Growth is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are High & Good respectively.

The top holdings of the fund include One 97 Communications, Multi Commodity Exchange Of India, Piramal Finance & Radico Khaitan.

The major sectors where the fund is invested are Consumer Financial Services, Software & Programming, Investment Services & Misc. Capital Goods.

Some of the similar funds are HSBC Focused Fund Regular Growth, Tata Focused Fund Regular Growth, Sundaram Focused Fund Growth, Edelweiss Focused Fund Regular Growth, Motilal Oswal Focused Regular Growth. Motilal Oswal Focused Regular Growth has a sharpe ratio of 0.26 & a standard deviation of 17.30%.