Mutual Fund Research

Motilal Oswal Focused Fund-Reg(G)

As on Dec-11-2023 change fund
39.26  up0.02 (0.05%)

fund objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.


Investors understand that their principal will be at very high risk

5-Years History
financial year2018-20192019-20202020-20212021-20222022-2023
NAV in Rs (as on 31-Mar-2023)21.4218.5229.6131.2831.48
Net Assets(Rs Crores) (as on 31-Mar-2023) 1105.82 988.04 1618.03 1694.85 1638.41
Scheme Returns(%)(Absolute)2.87-13.6364.524.89-0.56
B'mark Returns(%)(Absolute)NANANANANA
Category Rank13/232/2619/2926/2811/27
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
Top 10 holdings
company (%)
BSE Ltd.7.02 
Star Health and Allied Insuran...6.34 
Samvardhana Motherson Internat...6.24 
ABB India Ltd.5.58 
Sun Pharmaceutical Industries...4.82 
Avenue Supermarts Ltd.4.72 
L&T Technology Services Ltd.4.54 
HDFC Bank Ltd.4.38 
Bharti Airtel Ltd.4.28 
Tech Mahindra Ltd.4.03 


Focused Fund

Launch Date


Scheme Benchmark


AUM ( in Cr.)


portfolio price to book value


investing style?

Large Growth

fund manager?

Santosh Singh,Rakesh Shetty

inception date (regular plan)


expense ratio (regular plan) %


Top 10 sectors
sectors (%)
Bank - Private13.60
IT - Software11.69
Finance - Others10.75
Auto Ancillary6.24
Electric Equipment5.58
Pharmaceuticals & Drugs4.82
Telecommunication - Service Provider4.28

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Motilal Oswal Focused Fund-Reg(G)Large-Growth 13-May-20131,778.4514.6612.5614.0314.2313.79
HDFC Focused 30 Fund(G)Large-Growth 17-Sep-20047,762.2124.4529.7919.0916.1315.85
Mahindra Manulife Focused Fund-Reg(G)Large-Growth 17-Nov-2020937.8222.8125.08NANA26.12
Quant Focused Fund(G)Large-Growth 01-Aug-2008480.6721.8523.5019.3519.9013.77
Nippon India Focused Equity Fund(G)Large-Growth 26-Dec-20067,383.9119.3123.4218.6719.6214.58
Franklin India Focused Equity Fund(G)Large-Growth 26-Jul-20079,856.1017.3723.3518.8218.4914.01
ICICI Pru Focused Equity Fund(G)Large-Growth 28-May-20096,116.6122.9622.6218.8914.8513.78
360 ONE Focused Equity Fund-Reg(G)Large-Growth 30-Oct-20145,659.2522.9321.0822.91NA15.93
Tata Focused Equity Fund-Reg(G)Large-Growth 05-Dec-20191,477.9419.1220.91NANA17.78
Invesco India Focused 20 Equity Fund-Reg(G)Large-Growth 29-Sep-20201,913.5226.3020.27NANA23.11
HSBC Focused Fund-Reg(G)Large-Growth 22-Jul-20201,496.0822.9718.96NANA23.19
Sundaram Focused Fund(G)Large-Growth 11-Nov-2005949.7217.1218.6217.1315.5015.34
JM Focused Fund-Reg(G)Large-Growth 05-Mar-200863.7926.1318.4614.4215.493.02
Kotak Focused Equity Fund-Reg(G)Large-Growth 16-Jul-20192,883.9716.3818.29NANA16.91
Union Focused Fund-Reg(G)Large-Growth 05-Aug-2019365.0015.1818.17NANA19.29
SBI Focused Equity Fund-Reg(G)Large-Growth 11-Oct-200430,697.4617.2917.0916.5817.4318.87
DSP Focus Fund-Reg(G)Large-Growth 10-Jun-20102,100.8527.0916.9015.3114.7811.40
Baroda BNP Paribas Focused Fund-Reg(G)Large-Growth 06-Oct-2017459.9319.5316.6615.68NA10.18
Aditya Birla SL Focused Fund(G)Large-Growth 24-Oct-20056,377.2016.2316.3915.3114.7214.15
Mirae Asset Focused Fund-Reg(G)Large-Growth 14-May-20199,078.9710.8415.34NANA17.90
LIC MF Focused 30 Equity Fund-Reg(G)Large-Growth 17-Nov-2017127.2710.5115.1513.53NA9.91
Bandhan Focused Equity Fund-Reg(G)Large-Growth 16-Mar-20061,387.7323.1114.8313.8712.4411.22
Axis Focused 25 Fund-Reg(G)Large-Growth 29-Jun-201214,206.6711.337.9911.7013.9614.01
UTI Focused Fund-Reg(G)Large-Growth 25-Aug-20212,333.7221.41NANANA11.07
Edelweiss Focused Equity Fund-Reg(G)Large-Growth 01-Aug-2022623.6820.03NANANA20.04
Canara Rob Focused Equity Fund-Reg(G)Large-Growth 17-May-20212,013.5517.25NANANA17.57
ITI Focused Equity Fund-Reg(G)Large-Growth 19-Jun-2023255.04NANANANA15.14
Attention InvestorsKYC
Contact Us

Mobile No : +91 99674 32226
Tel : 22702326
Email id :


ReliaBull Financial Services Private Limited,
No 4-D, 4th Floor, Victoria Plaza,
SV Road, Above Kora Showroom,
Santacruz West,
Mumbai – 400054


For all the Latest Market News, Investment Ideas.

Follow us

AMFI Registration No:88227

A Reliabull Financial Services Venture

Designed & Developed by  Accord Fintech Pvt. Ltd.