Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -4.70% | -6.78% | 3.61% | 14.13% | 16.37% | 13.19% | 9.29% | 12.98% | 12.52% |
NAV history
About this fund
Motilal Oswal Focused Fund is a equity fund following a specific style offered by Motilal Oswal Mutual Fund, classified under Equity as Equity Scheme - Focused Fund. Style-based funds can behave differently from the broad market over short periods. Its latest NAV is ₹60.02, with assets under management of about ₹1,527 Cr (April - June 2026).
Further reading: How much does the category decide, and how much the fund?
Performance analysis
Over the trailing one year, Motilal Oswal Focused Fund has recorded a return of about 16.4%, with a three-year return of 13.2% and a five-year return of 9.3%. Its annualised volatility is 16.7% — relatively large fluctuations — and its Sharpe ratio is 0.59, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.84%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 13.37 | 11.53 | -22.09 | 83.58 | 77% | 49% |
| 3Y | 12.83 | 13.09 | -2.64 | 25.06 | 100% | 62% |
| 5Y | 13.24 | 12.76 | 6.95 | 21.08 | 100% | 56% |
| 7Y | 12.89 | 13.06 | 8.93 | 15.97 | 100% | 76% |
| 10Y | 13.26 | 13.28 | 12.52 | 13.74 | 100% | 100% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| 360 ONE Focused Fund Equity Scheme - Focused Fund | -6.06 | -3.60 | 0.66 | -3.24 | 10.33 | 9.26 | 14.78 | 0.74 |
| Mirae Asset Focused Fund Equity Scheme - Focused Fund | -5.84 | -1.35 | 2.66 | -8.91 | 7.53 | 4.53 | – | 0.55 |
| Kotak Focused Fund Equity Scheme - Focused Fund | -7.40 | -7.25 | -4.58 | -4.87 | 12.86 | 9.88 | – | – |
| Union Focused Fund Equity Scheme - Focused Fund | -6.71 | -6.07 | -0.94 | -1.26 | 9.91 | 7.89 | – | 1.27 |
| Tata Focused Fund Equity Scheme - Focused Fund | -5.86 | -8.32 | -7.26 | -10.83 | 8.19 | 8.12 | – | 0.60 |
| HSBC Focused Fund Equity Scheme - Focused Fund | -10.06 | -5.12 | -2.62 | -2.67 | 12.15 | 9.59 | – | 0.78 |
| Invesco India Focused Fund Equity Scheme - Focused Fund | -5.88 | -2.84 | 6.44 | -1.44 | 19.29 | 12.93 | – | 0.49 |
| Mahindra Manulife Focused Fund Equity Scheme - Focused Fund | -6.32 | -7.56 | -7.05 | -9.22 | 11.80 | 11.46 | – | 0.51 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Large and Midcap Fund Equity Scheme - Large & Mid Cap Fund | -10.20 | -4.44 | -2.44 | -2.72 | 19.32 | 16.72 | – | 0.60 |
| Motilal Oswal Nifty 50 Index Fund Other Scheme - Index Funds | -3.61 | -5.12 | -5.77 | -11.86 | 6.49 | 5.58 | – | 0.13 |
| Motilal Oswal Nifty Next 50 Index Fund Other Scheme - Index Funds | -9.14 | -8.14 | -6.19 | -4.64 | 15.22 | 9.79 | – | 0.27 |
| Motilal Oswal S&P 500 Index Fund Other Scheme - Index Funds | -2.10 | 0.38 | 8.65 | 23.02 | 27.70 | 16.81 | – | 0.52 |
| Motilal Oswal Multi Asset Passive Fund of Fund Other Scheme - FoF Domestic | -5.77 | -6.51 | -6.34 | -3.87 | 12.56 | 9.81 | – | 0.09 |
| Motilal Oswal Asset Allocation Fund of Fund- Conservative Other Scheme - FoF Domestic | -3.18 | -2.77 | -1.18 | 1.79 | 12.14 | 9.37 | – | 0.06 |
| Motilal Oswal 5 Year G-Sec Fund of Fund Other Scheme - FoF Domestic | -2.42 | -2.08 | 0.28 | 1.68 | 6.41 | 5.33 | – | 0.13 |
| Motilal Oswal Nifty 200 Momentum 30 Index Fund Other Scheme - Index Funds | -10.88 | -9.55 | -10.39 | -14.21 | 7.06 | – | – | 0.28 |