Motilal Oswal Focused Fund Growth

Equity
Flexi Cap
Very High Risk
7.62%
3Y annualised
-0.52% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Sep 2025
₹41.94
Rating
1
Min. SIP amount
Not Supported
Fund size
₹1,530.54Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (26)

NameSectorInstrumentAssets
FinancialEquity10.00%
HealthcareEquity8.33%
ServicesEquity6.99%
AutomobileEquity6.31%
Consumer StaplesEquity4.35%
HealthcareEquity4.11%
Capital GoodsEquity3.94%
Capital GoodsEquity3.75%
EnergyEquity3.69%
ServicesEquity3.58%
Capital GoodsEquity3.30%
AutomobileEquity3.10%
DiversifiedEquity3.08%
Capital GoodsEquity3.07%
Metals & MiningEquity3.02%
NA
NAEquity3.02%
OthersEquity2.87%
Consumer DiscretionaryEquity2.60%
Capital GoodsEquity2.52%
ChemicalsEquity2.43%
FinancialEquity2.39%
ServicesEquity2.37%
ConstructionEquity2.00%
TextilesEquity1.95%
ServicesEquity0.30%
Capital GoodsRights0.04%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Flexi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-18.4%7.6%12.8%12.3%
Category average-3.3%15.5%19.5%NA
Rank with in category876851NA
Understand terms

Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
3.4%22.6%3,667.72
5
4.9%22.0%80,642.30
5
6.6%20.8%1,13,280.87
4
-2.5%19.0%5,074.87
4
-2.9%17.9%18,987.94

Expense ratio, exit load and tax

Expense ratio: 2.14%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Varun Sharma
Aug 2025 - Present
View details

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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
NA
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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