Should I invest in Motilal Oswal Focused Fund Growth Option?

We don't give personal investment advice. Motilal Oswal Focused Fund - Direct Plan Growth Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 31.3%. 5-year CAGR: 9.47%.

Motilal Oswal

Motilal Oswal Focused Fund - Direct Plan Growth Option

Latest NAV

₹54.9491

As of

3 Jun 2026

3,210 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.79%	+0.16%	+0.63	1 / 28	Q1
1W	+0.67%	-1.70%	+2.37	1 / 28	Q1
2W	+3.82%	+0.08%	+3.74	1 / 28	Q1
1M	+3.43%	-0.57%	+4.00	2 / 28	Q1
3M	+9.91%	-0.01%	+9.91	2 / 28	Q1
6M	+6.50%	-4.00%	+10.49	1 / 28	Q1
YTD	+6.22%	-4.28%	+10.50	1 / 28	Q1
1Y	+8.75%	+1.05%	+7.70	3 / 28	Q1
2Y	+4.69%	+4.18%	+0.51	12 / 28	Q2
3Y	+12.01%	+14.42%	-2.41	20 / 27	Q3
4Y	+12.43%	+14.60%	-2.17	22 / 24	Q4
5Y	+9.47%	+13.14%	-3.67	19 / 21	Q4
7Y	+12.18%	+14.32%	-2.13	13 / 15	Q4
10Y	+12.98%	+14.36%	-1.38	11 / 13	Q4
Inception	+13.88%	+14.67%	-0.79	19 / 28	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+6.22%	-4.28%	+10.50	1 / 28
2025	-0.84%	+5.55%	-6.39	25 / 28
2024	+14.50%	+20.88%	-6.37	23 / 27
2023	+20.13%	+27.60%	-7.48	23 / 25
2022	+3.15%	+2.34%	+0.80	11 / 23
2021	+15.38%	+33.53%	-18.15	20 / 20
2020	+18.74%	+17.14%	+1.60	7 / 17
2019	+17.83%	+12.27%	+5.56	3 / 13
2018	-2.49%	-5.39%	+2.90	4 / 13
2017	+32.71%	+37.82%	-5.11	9 / 13
2016	+2.50%	+5.87%	-3.38	11 / 13

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+15.65%

147 windows

min -17.4% · max 69.4%

78% positive

3-Year rolling

+13.61%

123 windows

min -1.3% · max 25.3%

99% positive

5-Year rolling

+13.35%

99 windows

min 2.5% · max 20.8%

100% positive

7-Year rolling

+13.32%

74 windows

min 9.4% · max 17.6%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

18.46%

3-year · annualised

Sharpe ratio

0.36

vs risk-free 6.5%

Sortino ratio

0.55

Downside-only deviation

Max drawdown

-31.25%

Sep 2024 → Mar 2025

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Focused Fund

Scheme	Fund house	NAV	As of
HDFC Focused Fund - Growth Option - Direct Plan	HDFC	₹250.6800	3 Jun 2026
Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option	Nippon India	₹131.4877	3 Jun 2026
SBI FOCUSED FUND - DIRECT PLAN -GROWTH	SBI	₹430.6856	2 Jun 2026
ICICI Prudential Focused Equity Fund - Direct Plan - Growth	ICICI Prudential	₹102.5000	3 Jun 2026
Invesco India Focused Fund - Direct Plan - Growth	Invesco	₹28.4200	3 Jun 2026
Bandhan Focused Fund - Direct Plan - Growth	Bandhan	₹101.5750	3 Jun 2026
quant Focused Fund - Growth Option-Direct Plan	Quant	₹100.2827	3 Jun 2026
Aditya Birla Sun Life Focused Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹158.3303	3 Jun 2026
Franklin India Focused Equity Fund - Direct - Growth	Franklin India	₹110.9849	3 Jun 2026
Mirae Asset Focused Fund Direct Plan Growth	Mirae Asset	₹25.4610	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹54.9491
2 Jun 2026	₹54.9945
1 Jun 2026	₹54.5633
29 May 2026	₹54.7037
27 May 2026	₹54.8863
26 May 2026	₹54.6297
25 May 2026	₹54.3024
22 May 2026	₹53.6693
21 May 2026	₹53.4519
20 May 2026	₹53.2539

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Motilal Oswal Focused Fund - Direct Plan Growth Option is ₹54.9491. It's a Focused Fund from Motilal Oswal, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Motilal Oswal Focused Fund - Direct Plan Growth Option has NAV history starting from 15 May 2013, a track record of about 13 years. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Motilal Oswal Focused Fund - Direct Plan Growth Option is managed by Motilal Oswal. It's classified by AMFI under the 'Focused Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Motilal Oswal Focused Fund - Direct Plan Growth Option has delivered a absolute return of 8.75% — +7.7 pp ahead of the Focused Fund category average of 1.05%. The fund ranks #3 of 28 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Motilal Oswal Focused Fund - Direct Plan Growth Option has delivered a CAGR of 12.01% — -2.41 pp behind the Focused Fund category average of 14.42%. The fund ranks #20 of 27 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Motilal Oswal Focused Fund - Direct Plan Growth Option has delivered a CAGR of 9.47% — -3.67 pp behind the Focused Fund category average of 13.14%. The fund ranks #19 of 21 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Motilal Oswal Focused Fund - Direct Plan Growth Option exactly 10 years ago would be worth approximately ₹338,766 today — a multiplier of 3.39×, based on the 10-year CAGR of 12.98%. The category average over the same window would have grown ₹1 lakh to ₹382,563.

A ₹10,000 monthly SIP in Motilal Oswal Focused Fund - Direct Plan Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹775,174 today. That's an XIRR (money-weighted annualised return) of 10.18%.

A ₹10,000 monthly SIP for 10 years in Motilal Oswal Focused Fund - Direct Plan Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,234,400 (multiplier 1.86×). XIRR: 11.94%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Motilal Oswal Focused Fund - Direct Plan Growth Option ranks #19 out of 21 funds in the Focused Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 13.14%; this fund delivered 9.47%.

The worst peak-to-trough decline Motilal Oswal Focused Fund - Direct Plan Growth Option has experienced over the last 5-year window is 31.25% — its NAV fell from a high on 13 Sep 2024 to a low on 03 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Motilal Oswal Focused Fund - Direct Plan Growth Option averaged 13.35% (best 20.76%, worst 2.54%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.24 — weak risk-adjusted performance.

In calendar year 2025, Motilal Oswal Focused Fund - Direct Plan Growth Option returned -0.84% — lagging the Focused Fund category average of 5.55% by 6.39 pp. It ranked #25 of 28 in its category that year.

Motilal Oswal Focused Fund - Direct Plan Growth Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Motilal Oswal Focused Fund - Direct Plan Growth Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 31.3%. 5-year CAGR: 9.47%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.