Motilal Oswal Focused Fund - IDCW - Direct Plan

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  • 0.28 %Nav, as on 14-11-2025

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  • Net Change on 14-11-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 30 companies with focus in multi cap space. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Motilal Oswal Focused 25 Fund Direct - IDCW Payout/Reinvestment 2.34 5.92 -1.01 10.51 12.31 13.99
BSE SENSEX - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal Focused 25 Fund Direct - IDCW Payout/Reinvestment May 13, 2013 Unrated -1.01 10.51 12.31 1.02 1,531.94
SBI Focused Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 Unrated 16.46 18.01 19.70 0.77 40,823.77
HDFC Focused Fund - IDCW Option - Direct Plan Jan 01, 2013 12.82 22.81 28.55 0.61 25,140.43
ICICI Prudential Focused Equity Fund - Direct Plan - IDCW Jan 07, 2013 16.15 23.65 26.00 0.60 13,470.73
Franklin India Focused Equity Fund - Direct - IDCW Jan 01, 2013 8.53 16.83 22.39 0.95 12,668.75
Axis Focused Fund - Direct Plan - IDCW Jan 01, 2013 Unrated 8.56 11.79 12.20 0.83 12,580.86

Fund Holdings as on 31-October-2025

  • One 97 Communications Limited

  • Religare Enterprises Limited

  • Piramal Finance Limited

  • Multi Commodity Exchange of India Limited

  • Waaree Energies Limited

  • Radico Khaitan Limited

  • Onesource Specialty Pharma Limited

  • Coforge Limited

  • Acutaas Chemicals Limited

  • Dixon Technologies (India) Limited

  • Gabriel India Limited

  • AU Small Finance Bank Limited

  • Premier Energies Limited

  • Polycab India Limited

  • Kaynes Technology India Limited

  • Bharat Dynamics Limited

  • Gujarat Fluorochemicals Limited

  • Amber Enterprises India Limited

  • Aditya Birla Capital Limited

  • Siemens Energy India Limited

  • Titan Company Limited

  • Affle 3i Limited

  • Jain Resource Recycling Limited

  • Aditya Vision Ltd

  • ZF Commercial Vehicle Control Systems India Limited

  • PTC Industries Limited

  • Hexaware Technologies Limited

  • Eternal Limited

  • APL Apollo Tubes Limited

  • Collateralized Borrowing & Lending Obligation

  • Seshaasai Technologies Limited

  • Net Receivables / (Payables)

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  • Fintech

  • Pharmaceuticals & Drugs

  • Electric Equipment

  • Electronics - Components

  • IT - Software

  • Auto Ancillary

  • Finance - Investment

  • Finance - Housing

  • Finance - Stock Broking

  • Breweries & Distilleries

  • Consumer Durables - Electronics

  • Bank - Private

  • Cable

  • Defence

  • Chemicals

  • Air Conditioners

  • Finance - NBFC

  • Miscellaneous

  • Diamond & Jewellery

  • BPO/ITeS

  • Metal - Non Ferrous

  • Retailing

  • Castings/Forgings

  • e-Commerce

  • Steel & Iron Products

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Fund Manager

  • Education:B.Tech,PGDM(General Management)
  • Experience:12
  • Basic Details:He joined UTI in August 2019 as Fund Manager - Equity with Dept. of Fund Management. He has more than 12years of experience. Prior to joining UTI he was working with Lehman Brothers and Barclays Wealth. He had beenassociated with Centrum Broking Ltd. in the capacity of Sr. Vice President.
  • Funds Managed:
  • Motilal Oswal Focused Fund
  • Motilal Oswal Focused Fund

Most Recent Dividend

  • 26/03/2025

  • 20/03/2024

  • 22/03/2023

  • 29/03/2022

  • 26/03/2021

  • 23/03/2020

  • 29/03/2019

  • 21/03/2018

  • 27/03/2017

  • 04/01/2016

  • 24/11/2014

  • Cash

  • Equity

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About Motilal Oswal Focused Fund

Scheme Analysis

Motilal Oswal Focused Fund is a Equity - Focused Fund fund and belongs to Motilal Oswal Mutual Fund. It was launched on 13-May-2013 and currently has an AUM of ₹1,531.94 crore. Motilal Oswal Focused Fund is benchmarked against BSE SENSEX - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Motilal Oswal Focused Fund ended up ₹0.06(0.28%)yesterday to ₹22.9601.

Among its top 3 holdings the fund has exposure to One 97 Communications Limited, and

The Motilal Oswal Focused Fund is managed by Varun Sharma and Ankit Agarwal.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022 40548002
amc@motilaloswal.com
022-22816161