Motilal Oswal Focused Regular Growth
- Focused Fund
- Equity
- Very High Risk
Explore On
Rating:
2
Key Metrics
Aum
₹1,509.27 Cr
Expense Ratio
3.99%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
7 May 2013
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +3.36% | -- |
| 3 Months | +13.52% | -- |
| 6 Months | +7.61% | -- |
| 1 Year | +8.51% | +8.51% |
| 2 Years | -- | +2.56% |
| 3 Years | +33.7% | +10.17% |
| 5 Years | +48.41% | +8.22% |
| Since Launch | +366.18% | +12.47% |
Holdings as on 16 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Net Receivables / (Payables) | 86.48 | 5.55 |
| Aditya Infotech | 75.84 | 4.87 |
| ICICI Prudential Asset Management Company Ltd | 68.37 | 4.39 |
| Persistent Systems | 65.98 | 4.24 |
| CG Power and Industrial Solutions | 64.92 | 4.17 |
| AU Small Finance Bank | 63.59 | 4.08 |
| Eternal | 63.40 | 4.07 |
| Apollo Hospitals Enterprise | 61.79 | 3.97 |
| Gabriel India | 59.00 | 3.79 |
| Aditya Vision | 54.56 | 3.50 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.29
Sharpe Ratio
19.17%
Std. Deviation
5.65%
Tracking Error
0.35%
Alpha
0.94
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| HSBC Focused Fund Regular Growth | +3.25% | +14.53% | +12.44% |
| Tata Focused Fund Regular Growth | -1.57% | +11.78% | +11.03% |
| Sundaram Focused Fund Growth | -1.25% | +10.56% | +9.61% |
| Motilal Oswal Focused Regular Growth | +8.51% | +10.17% | +8.22% |
| Edelweiss Focused Fund Regular Growth | -1.51% | +13.13% | -- |
Results are calculated on CAGR basis
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 1509.27 crores & has delivered CAGR of 8.22 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 3.99%. 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 Medium & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include Net Receivables / (Payables), Aditya Infotech, ICICI Prudential Asset Management Company Ltd, Persistent Systems.
The major sectors where the fund is invested are Regional Banks, Investment Services, Electronic Instr. & Controls, Auto & Truck Parts.
Some of the similar funds are HSBC Focused Fund Regular Growth, Tata Focused Fund Regular Growth, Sundaram Focused Fund Growth, Motilal Oswal Focused Regular Growth, Edelweiss Focused Fund Regular Growth. Motilal Oswal Focused Regular Growth has a sharpe ratio of 0.29 & a standard deviation of 19.17%.
FAQs
According to the morning star rating Motilal Oswal Focused Regular Growth has a Medium risk & Good return.
Motilal Oswal Focused Regular Growth is managed by Varun Sharma,Swapnil Mayekar,Ankit Agarwal,Rakesh Shetty,Atul Mehra.
The expense ratio of Motilal Oswal Focused Regular Growth is 3.99%.
The 5 year annualized return on Motilal Oswal Focused Regular Growth is 8.22% & it has generated 8.51% in the last 1 year.
The minimum investment in Motilal Oswal Focused Regular Growth is 500 Rs.
Motilal Oswal Focused Regular Growth has an AUM of 1509.27 crores.
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