Motilal Oswal Focused Fund Direct Growth

Motilal Oswal Focused Fund Direct Growth

+13.24%
3Y annualised
+1.79% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Sep '26
₹63.63
Min. for SIP
₹500
Fund size (AUM)
₹1,827.16 Cr
Expense ratio
1.66%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹69,664
+16.11%
3 years₹1,80,000₹2,23,493
+24.16%
5 years₹3,00,000₹4,24,592
+41.53%
10 years₹6,00,000₹12,11,634
+101.94%

Holdings (32)

NameSectorInstrumentsAssets
AU Small Finance Bank LtdFinancialEquity4.27%
RepoUnspecifiedRepo4.11%
Coforge LtdTechnologyEquity3.86%
ICICI Prudential Asset Management Company Ltd.FinancialEquity3.76%
Apollo Hospitals Enterprise LtdHealthcareEquity3.68%
Indusind Bank LtdFinancialEquity3.68%
Multi Commodity Exchange Of India LtdFinancialEquity3.65%
Titan Company LtdConsumer DiscretionaryEquity3.64%
Aditya Infotech Ltd.TechnologyEquity3.63%
Shriram Transport Finance Company LtdFinancialEquity3.60%
PNB Housing Finance LtdFinancialEquity3.58%
Zomato LtdTechnologyEquity3.50%
One 97 Communications LtdIndustrialsEquity3.34%
Sansera Engineering LtdConsumer DiscretionaryEquity3.21%
Lohia Corp Ltd.MaterialsEquity3.13%
Shadowfax Technologies Ltd.IndustrialsEquity3.06%
Rubicon Research Ltd.HealthcareEquity3.05%
UNO Minda LtdConsumer DiscretionaryEquity3.00%
eClerx Services LtdTechnologyEquity3.00%
ABB India LtdIndustrialsEquity2.90%
Syrma SGS Technology LtdTechnologyEquity2.85%
PTC Industries LtdMaterialsEquity2.81%
Ami Organics LtdHealthcareEquity2.80%
MTAR Technologies LtdIndustrialsEquity2.79%
WeWork India Management Ltd.IndustrialsEquity2.64%
Premier Energies Ltd.Energy & UtilitiesEquity2.63%
CG Power & Industrial Solutions LtdIndustrialsEquity2.63%
Meesho Ltd.Consumer DiscretionaryEquity2.58%
State Bank of IndiaFinancialEquity2.47%
Net ReceivablesUnspecifiedNet Receivables2.27%
Diamond Power Infrastructure LtdIndustrialsEquity2.14%
Bharti Airtel LtdTechnologyEquity1.74%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+13.2%+10.1%+13.1%+14.7%
Category average (Equity Flexi Cap)+12.0%+11.2%+13.7%+14.9%
Rank (Equity Flexi Cap)9167--

Exit load, stamp duty and tax

Exit load

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

Stamp duty on investment: 0.005% (from July 1st, 2020)

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%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
Bank of India Flexi Cap Fund Direct Growth
Bank of India Flexi Cap Fund Direct Growth
+10.17%+18.94%2,953.00
ITI Flexi Cap Fund Direct Growth
ITI Flexi Cap Fund Direct Growth
+10.83%+18.53%1,588.13
HSBC Flexi Cap Fund Direct Growth
HSBC Flexi Cap Fund Direct Growth
+4.85%+15.26%5,999.67
HDFC Flexi Cap Direct Plan Growth
HDFC Flexi Cap Direct Plan Growth
-0.17%+14.95%1,13,606.47
Franklin India Flexi Cap Fund Direct Growth
Franklin India Flexi Cap Fund Direct Growth
-4.47%+10.45%19,384.82
Compare

Fund management

SPM
Swapnil P Mayekar
Nov 2025 - Present
View details

Education
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Also manages these schemes

VS
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.

RS
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

AA
Ankit Agarwal
Aug 2025 - Present
View details

Education
Mr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.
Experience
Prior to joining Motilal Oswal Mutual Fund he has worked with UTI Mutual Fund, Centrum Capital Ltd as Senior Vice President - Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..

About Motilal Oswal Focused Fund Direct Growth

Motilal Oswal Focused Fund Direct Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Swapnil P Mayekar is the Current Fund Manager of Motilal Oswal Focused Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,64,210 Cr and the Latest NAV as of 18 Sep 2026 is ₹63.63. The Motilal Oswal Focused Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 365 days. ;

Investment Objective

The Scheme seeks to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential.
Fund benchmarkNIFTY 500 Total Return Index

Fund house

Rank (total assets)#19 in India
Total AUM₹1,64,209.61 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mail--
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
CustodianCitibank NA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,