Motilal Oswal Focused Fund Direct Growth

Equity
Flexi Cap
Very High Risk
0123456789.01234567890123456789%
3Y annualised
-0.21% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Mar 2025₹44.42
Min. SIP amount₹500
Rating1
Fund size₹1,306.57Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
1 year
3 years
5 years
Total investment of ₹60,000
Would have become ₹49,657 (-17.24%)

Holdings (26)

NameSectorInstrumentAssets
FinancialEquity9.77%
HealthcareEquity8.68%
AutomobileEquity6.75%
TechnologyEquity5.62%
ServicesEquity5.37%
ServicesEquity4.87%
Consumer StaplesEquity3.73%
Capital GoodsEquity3.20%
EnergyEquity3.12%
ServicesEquity3.12%
AutomobileEquity2.95%
TechnologyEquity2.82%
FinancialEquity2.71%
InsuranceEquity2.60%
FinancialEquity2.53%
OthersEquity2.40%
FinancialEquity2.34%
Metals & MiningEquity2.25%
ServicesEquity2.19%
AutomobileEquity2.16%
HealthcareEquity1.69%
HealthcareEquity1.66%
Capital GoodsEquity1.47%
DiversifiedEquity1.38%
ServicesEquity1.31%
InsuranceEquity1.07%
See All

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Returns and rankings

Category: Equity Flexi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-4.7%8.9%16.9%13.4%
Category average7.3%13.9%23.5%NA
Rank with in category816248NA
Understand terms

Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
16.6%23.4%64,124.15
5
9.7%23.0%4,899.24
5
15.9%18.6%88,004.52
4
10.7%18.6%16,139.31
4
5.8%14.5%1,994.95

Expense ratio, exit load and tax

Expense ratio: 1.05%

Inclusive of GST

Exit load

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

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund management

Rakesh Shetty
Nov 2022 - Present
View details

Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
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,

Pros and cons

Category: Equity Flexi Cap

Pros

Lower expense ratio: 1.05%

Cons

Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
Low rating: 1

Compare funds

Motilal Oswal Focused Fund Direct Growth
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MONTHLY SIP
ONE-TIME
SIP Amount
₹
Monthly SIP Date
1st
Next SIP instalment on 27 of Mar
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