Motilal Oswal Focused Fund IDCW

Equity
Flexi Cap
Very High Risk
Payout
+9.10%
3Y annualised
-0.65% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 25 Sep 2025
₹18.99
Rating
1
Min. SIP amount
Not Supported
Fund size
₹1,464.49Cr

Return calculator

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

Holdings (28)

NameSectorInstrumentAssets
FinancialEquity9.10%
HealthcareEquity7.79%
ServicesEquity7.59%
AutomobileEquity7.04%
Consumer StaplesEquity4.48%
HealthcareEquity4.12%
EnergyEquity4.05%
ServicesEquity3.84%
Capital GoodsEquity3.79%
Capital GoodsEquity3.65%
Capital GoodsEquity3.59%
TechnologyEquity3.51%
AutomobileEquity3.09%
NA
NAEquity3.04%
DiversifiedEquity2.80%
Consumer DiscretionaryEquity2.73%
EnergyEquity2.62%
Capital GoodsEquity2.61%
ServicesEquity2.42%
ChemicalsEquity2.41%
Metals & MiningEquity2.07%
ConstructionEquity2.01%
Metals & MiningEquity2.00%
TechnologyEquity1.88%
TextilesEquity1.76%
TechnologyEquity1.26%
HealthcareEquity1.05%
AutomobileEquity0.97%
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-15.9%9.1%13.7%12.5%
Category average-4.8%16.4%20.8%NA
Rank with in category856950NA
Understand terms

Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
3.0%23.2%81,935.61
4
-10.3%22.7%5,943.06
4
-3.0%21.2%13,679.31
4
-4.0%20.1%4,975.41
4
-4.9%18.7%18,726.71

Expense ratio, exit load and tax

Expense ratio: 2.13%

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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