Motilal Oswal Focused Fund Direct growth

Equity • Focussed • Direct growth

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Focussed

Direct growth

Launched On
07 May 2013
13.4 years ago
Lock-in Period
No lock-in
NAV
as of 18 Sep 2026
₹63.6299
+1.7893% (1.20)
AUM
₹1,827 Cr
Expense ratio
1.79%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 1Y

1%

If units sold after 1Y

0%

Distribution

Market capital

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

26.72%
Industrials

Industrials

24.67%
Consumer Cyclical

Consumer Cyclical

17.01%
Technology

Technology

16.75%
Healthcare

Healthcare

7.19%

Fund House

Motilal

Motilal

Inc: 28 Jul 2010 • Total AUM: ₹1,13,903 Cr • Rank #19
Motilal Oswal Mutual Fund, started in 2016, has Motilal Oswal Financial Services as its sponsors. The fund house is headed by Navin Agarwal as the CEO. As of 31 March 2024, it has an AUM of ₹50,746 Cr. The company has more than 17 lakh investor accounts.

Fund Managers

Swapnil Mayekar

Experience: 7.15 yrs • Total AUM: 7,16,640 Cr

Rakesh Shetty

Experience: 3.83 yrs • Total AUM: 7,77,377 Cr

Varun Sharma

Experience: 10.80 yrs • Total AUM: 5,86,343 Cr

Ankit Agarwal

Experience: 7.05 yrs • Total AUM: 5,63,503 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.