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Motilal Oswal Focused Fund(IDCW) Direct IDCW

IDCW
22.100.06% (+0.01)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

Equity

Focused Fund

Mid-size Fund

Assets Under Mgmt: ₹ 1,399 Cr

Very High Risk

Principle investment will be at very high risk

How to use scorecard? Learn more

Equity

Focused Fund

Mid-size Fund

Assets Under Mgmt: ₹ 1,399 Cr

Very High Risk

Principle investment will be at very high risk

Motilal Oswal Focused Fund(IDCW) Performance & Key Metrics

Motilal Oswal Focused Fund(IDCW) Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.0157.17-0.36
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4243.430.12

Motilal Oswal Focused Fund(IDCW) Scheme InfoMotilal Oswal Focused Fund(IDCW) Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
1% on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
NIFTY 500 - TRI

About Focused Fund

About Focused Fund

Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.

Motilal Oswal Focused Fund(IDCW) Peers

Motilal Oswal Focused Fund(IDCW) Peers & Comparison

Comparing 3 mutual funds from 
EquityFocused Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Motilal Oswal Focused Fund(IDCW)-11.00%8.14%6.77%
SBI Focused Equity Fund(IDCW-Payout)9.17%20.93%13.39%
HDFC Focused 30 Fund(IDCW)3.32%19.38%4.64%
Axis Focused Fund(IDCW)-3.48%5.87%9.19%

Motilal Oswal Focused Fund(IDCW) Returns Comparison

Compare Motilal Oswal Focused Fund(IDCW) with any MF, ETF, stock or index
Compare Motilal Oswal Focused Fund(IDCW) with any MF, ETF, stock or index
Motilal Oswal Focused Fund(IDCW)
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Motilal Oswal Focused Fund(IDCW) Portfolio

Motilal Oswal Focused Fund(IDCW) Asset Allocation

Motilal Oswal Focused Fund(IDCW) Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

May 2025

ACTUAL
Cash & EquivalentsEquity1.68%98.32%

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Motilal Oswal Focused Fund(IDCW) Sector Distribution

Motilal Oswal Focused Fund(IDCW) Sector Distribution

+7 moreAuto PartsSpecialized FinanceInvestment Banking & BrokerageIndustrial MachineryElectrical Components & Equipments29.12 %10.14 %11.83 %14.20 %14.67 %20.04 %

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Motilal Oswal Focused Fund(IDCW) Sector Weightage

Motilal Oswal Focused Fund(IDCW) Sector Weightage

Mar 24Jun 24Jul 24Dec 24Mar 25May 254.39%1.86%1.64%1.63%12.26%20.04%
Electrical Components & Equipments as a % of total holdings for last six quarters
Tickertape Separator

Motilal Oswal Focused Fund(IDCW) Current Holdings

Motilal Oswal Focused Fund(IDCW) Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Motilal Oswal Focused Fund(IDCW)

AMC Profile of Motilal Oswal Focused Fund(IDCW)

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).

  • No.of Schemes

    47

  • Total AUM

    ₹ 1,04,054.10 Cr.

Motilal Oswal Focused Fund(IDCW) Manager Details

Motilal Oswal Focused Fund(IDCW) Manager Details

Motilal Oswal Focused Fund(IDCW) Manager Profile

Motilal Oswal Focused Fund(IDCW) Manager Profile

Ajay Khandelwal

AUM:  ₹75,088.03 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Atul Mehra

AUM:  ₹41,217.19 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 15yrs

Rakesh Shetty

AUM:  ₹1,01,882.52 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13yrs

Motilal Oswal Focused Fund(IDCW) Manager Performance (0)

Motilal Oswal Focused Fund(IDCW) Manager Performance (0)

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Motilal Oswal Focused Fund(IDCW) Tax Implications

Motilal Oswal Focused Fund(IDCW) Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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You make

Motilal Oswal Focused Fund(IDCW) Review & Opinions

Motilal Oswal Focused Fund(IDCW) Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
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Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of Motilal Oswal Focused Fund(IDCW)?

    The current NAV of Motilal Oswal Focused Fund(IDCW) is ₹22.10, as of 18th June 2025.

  2. What are the returns of Motilal Oswal Focused Fund(IDCW)?

    The Motilal Oswal Focused Fund(IDCW) was launched on 13th May 2013. This mutual fund's past returns are as follows:
    • 1 Year Returns: -11.00%
    • 3 Year Returns: 8.14%
    • 5 Year Returns: 6.72%

  3. What are the top 5 sectoral holdings of Motilal Oswal Focused Fund(IDCW)?

    The top sectors Motilal Oswal Focused Fund(IDCW) has invested in are as follows:
    • Electrical Components & Equipments | 20.04%
    • Industrial Machinery | 14.67%
    • Investment Banking & Brokerage | 14.20%
    • Specialized Finance | 11.83%
    • Auto Parts | 10.14%
    This data is as on 18th June 2025.

  4. What are the top 5 holdings of Motilal Oswal Focused Fund(IDCW)?

    The top 5 holdings for Motilal Oswal Focused Fund(IDCW) are as follows:
    • Piramal Enterprises Ltd | 9.27%
    • Religare Enterprises Ltd | 8.43%
    • Bharat Dynamics Ltd | 7.46%
    • ZF Commercial Vehicle Control Systems India Ltd | 6.93%
    • One 97 Communications Ltd | 5.63%
    This data is as on 18th June 2025.

  5. What is the asset allocation of Motilal Oswal Focused Fund(IDCW)?

    The asset allocation for Motilal Oswal Focused Fund(IDCW) is as follows:
    • Equity | 98.32%
    • Cash & Equivalents | 1.68%
    This data is as on 18th June 2025.

  6. What is the AUM of Motilal Oswal Focused Fund(IDCW)?

    The AUM (i.e. assets under management) of Motilal Oswal Focused Fund(IDCW) is ₹1399.06 Cr as of 18th June 2025.

  7. What is the expense ratio of Motilal Oswal Focused Fund(IDCW)?

    The expense ratio of Motilal Oswal Focused Fund(IDCW) Plan is 1.01 as of 18th June 2025.

  8. What is the alpha ratio of Motilal Oswal Focused Fund(IDCW)?

    The alpha ratio for the Motilal Oswal Focused Fund(IDCW) is 0.23

    Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  9. What is the volatility or standard deviation of Motilal Oswal Focused Fund(IDCW)?

    The volatility or standard deviation for the Motilal Oswal Focused Fund(IDCW) is 19.80

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  10. What is the sharpe ratio of Motilal Oswal Focused Fund(IDCW)?

    The Sharpe ratio for the Motilal Oswal Focused Fund(IDCW) is -0.36

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  11. What is the Sortino ratio of Motilal Oswal Focused Fund(IDCW)?

    The Sortino Ratio for the Motilal Oswal Focused Fund(IDCW) is -0.04

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.

  12. What is the Price to Earnings (PE) ratio of Motilal Oswal Focused Fund(IDCW)?

    The PE ratio of Motilal Oswal Focused Fund(IDCW) is 57.17, while category PE ratio is 43.43.