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Motilal Oswal Focused Fund - Regular Plan Growth Option
★★★★★ monitor_heart Health Score: 53/100 · AverageMotilal Oswal Mutual Fund · Equity · Focused Fund
₹48.67
AUM: ₹1,509 Cr
NAV updated 15 days ago
Plan
Regular
Option
Growth
Risk
High
Expense Ratio
1.11%
Exit Load
Exit load of 1%, if redeemed within 365 days.
Fund Manager
Abhiroop Mukherjee, Gautam Sinha Roy, Siddharth Bothra
Inception
May 2013
Benchmark
NIFTY 500 Total Return Index
Sharpe Ratio
0.59
Std Dev (1Y)
16.13%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+8.33%
3m
+16.47%
6m
+14.15%
1y
+13.79%
3y
+12.13%
5y
+9.57%
10y
+12.07%
since inception
+12.91%
rate_review TopFund's Take on Motilal Oswal Focused Fund - Regular Plan Growth Option
Motilal Oswal Focused Fund - Regular Plan Growth Option sits in the middle of the pack for Focused Fund funds, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 53/100.
Cost: At 1.11%, the expense ratio runs 22% above the Focused Fund category average of 0.91%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.59 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 16.13% is fairly typical for actively managed equity funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Motilal Oswal Focused Fund - Regular Plan Growth Option
The current NAV (Net Asset Value) of Motilal Oswal Focused Fund - Regular Plan Growth Option is ₹48.67. NAV is updated every business day after market close by AMFI.
1Y: 13.79% · 3Y CAGR: 12.13% · 5Y CAGR: 9.57%
The expense ratio is 1.11% per annum — the annual fee deducted from your investment to cover fund management costs.
Motilal Oswal Focused Fund - Regular Plan Growth Option is managed by Abhiroop Mukherjee, Gautam Sinha Roy, Siddharth Bothra at Motilal Oswal Mutual Fund.
Motilal Oswal Focused Fund - Regular Plan Growth Option is a High risk fund. Suitable for investors with a 3+ year horizon.
Motilal Oswal Focused Fund - Regular Plan Growth Option is a Focused Fund fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Motilal Oswal Focused Fund - Regular Plan Growth Option is ₹1,509 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.