Motilal Oswal Focused Fund Regular-Growth
Mid CapEquity: FocusedVery High Risk
PaisaSmart ratingNot rated yet
Why this rating
This fund is not currently rated by our system. However, we continuously review and update our ratings, so it may be included in the future.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 7 Oct 2026
1W
+1.28%
1M
+0.42%
3M
+9.25%
6M
+32.07%
9M
+20.57%
1Y
+24.34%
2Y
+4.95%
3Y
+13.63%
4Y
+12.76%
5Y
+9.47%
7Y
+13.45%
10Y
+11.78%
Since launch
+13.37%
Risk ratios
As of 30 Sep 2026
Standard deviation
19.66
Sharpe ratio
0.46
Sortino ratio
0.64
Beta
1.03
Alpha
4.40
R-squared
0.68
Treynor ratio
8.66
Information ratio
0.41
Mean
14.60
Portfolio
As of 31 Aug 2026
Market-cap split
Large cap29.82%Mid cap28.85%Small cap41.33%
P/E
44.01
P/B
4.88
Style
Growth
Sector allocation
Services21.77%
Financial17.60%
Capital Goods13.31%
Healthcare9.53%
Automobile6.21%
Communication5.37%
Technology3.86%
Unclassified3.76%
Holdings (31)
| Holding | % of fund | Value | Shares |
|---|---|---|---|
| AU Small Finance Bank Ltd. | 4.27% | ₹78.08 Cr | 7,18,807 |
| Others | 4.11% | ₹75.13 Cr | — |
| Coforge Ltd. | 3.86% | ₹70.61 Cr | 3,55,679 |
| ICICI Prudential Asset Management Company Ltd. | 3.76% | ₹68.64 Cr | 2,23,954 |
| Apollo Hospitals Enterprise Ltd. | 3.68% | ₹67.24 Cr | 75,565 |
| Indusind Bank Ltd. | 3.68% | ₹67.26 Cr | 6,61,657 |
| Multi Commodity Exchange Of India Ltd. | 3.65% | ₹66.75 Cr | 1,96,324 |
| Titan Company Ltd. | 3.64% | ₹66.46 Cr | 1,30,247 |
| Aditya Infotech Ltd. | 3.63% | ₹66.42 Cr | 1,86,246 |
| Shriram Finance Ltd | 3.60% | ₹65.78 Cr | 5,92,688 |
Fund details
In brief
Return by investing in upto 30 companies with long term sustainable competitive advantage and growth potential. Investment in Equity and equity related instruments subject to overall limit of 30 companies.
Investment objective
The Scheme seeks to achieve long term capital appreciation by investing in upto 30 companies with focus in multi cap space.
Exit load
Exit load of 1%, if redeemed within 365 days.
Fund type
Open-ended
Min lumpsum
₹500
Min withdrawal
₹500
Lock-in
None
SIP
Available
SWP
Available
STP
Available
Purchase cut-off
15:00