Should I invest in Motilal Oswal Focused Fund Growth Option?

We don't give personal investment advice. Motilal Oswal Focused Fund - Regular 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: 31.6%. 5-year CAGR: 8.21%.

Motilal Oswal

Motilal Oswal Focused Fund - Regular Plan Growth Option

Latest NAV

₹46.5440

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%	+0.21%	+0.58	1 / 18	Q1
1W	+0.65%	-1.77%	+2.42	1 / 18	Q1
2W	+3.78%	+0.02%	+3.76	1 / 18	Q1
1M	+3.33%	-0.50%	+3.84	1 / 18	Q1
3M	+9.59%	-0.40%	+9.99	1 / 18	Q1
6M	+5.89%	-4.36%	+10.25	1 / 18	Q1
YTD	+5.72%	-4.51%	+10.23	1 / 18	Q1
1Y	+7.52%	-0.57%	+8.10	2 / 18	Q1
2Y	+3.51%	+2.64%	+0.86	6 / 18	Q2
3Y	+10.74%	+12.33%	-1.59	12 / 17	Q3
4Y	+11.15%	+12.41%	-1.26	11 / 14	Q4
5Y	+8.21%	+10.88%	-2.67	10 / 12	Q4
7Y	+10.87%	+11.99%	-1.11	5 / 6	Q4
10Y	+11.61%	+12.34%	-0.73	2 / 4	Q2
Inception	+12.45%	+13.19%	-0.74	12 / 18	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	+5.72%	-4.51%	+10.23	1 / 18
2025	-1.94%	+3.22%	-5.17	16 / 18
2024	+13.20%	+19.16%	-5.96	15 / 17
2023	+18.76%	+25.63%	-6.87	13 / 15
2022	+1.95%	-1.51%	+3.46	3 / 13
2021	+14.00%	+31.22%	-17.22	11 / 11
2020	+17.21%	+17.05%	+0.15	5 / 8
2019	+16.53%	+18.78%	-2.24	3 / 4
2018	-3.78%	-3.46%	-0.32	2 / 4
2017	+30.85%	+32.85%	-2.00	2 / 4
2016	+1.13%	+4.86%	-3.72	4 / 4

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

+14.19%

147 windows

min -18.4% · max 67.3%

75% positive

3-Year rolling

+12.20%

123 windows

min -2.5% · max 23.5%

99% positive

5-Year rolling

+11.93%

99 windows

min 1.2% · max 19.3%

100% positive

7-Year rolling

+11.91%

74 windows

min 8.1% · max 16.1%

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

18.44%

3-year · annualised

Sharpe ratio

0.30

vs risk-free 6.5%

Sortino ratio

0.45

Downside-only deviation

Max drawdown

-31.63%

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
Invesco India Focused Fund - Regular Plan - Growth	Invesco	₹26.1200	3 Jun 2026
Mirae Asset Focused Fund Regular Plan Growth	Mirae Asset	₹23.1610	3 Jun 2026
Kotak Focused Fund- Regular plan _ Growth Option	Kotak	₹25.6600	3 Jun 2026
Edelweiss Focused Fund - Regular Plan - Growth	Edelweiss	₹15.8590	3 Jun 2026
DSP Focused Fund - Regular Plan - Growth	DSP	₹51.5810	3 Jun 2026
HSBC Focused Fund - Regular Growth	HSBC	₹25.0387	3 Jun 2026
BARODA BNP PARIBAS Focused Fund - Regular Plan-Growth Option	Baroda BNP Paribas	₹20.3253	3 Jun 2026
Canara Robeco Focused Fund - Regular Plan - Growth Option	Canara Robeco	₹18.5700	3 Jun 2026
UTI Focused Fund - Regular Plan - Growth Option	UTI	₹14.4988	3 Jun 2026
Axis Focused Fund - Regular Plan - Growth Option	Axis	₹50.5900	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹46.5440
2 Jun 2026	₹46.5839
1 Jun 2026	₹46.2200
29 May 2026	₹46.3433
27 May 2026	₹46.5008
26 May 2026	₹46.2848
25 May 2026	₹46.0089
22 May 2026	₹45.4767
21 May 2026	₹45.2939
20 May 2026	₹45.1275

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 - Regular Plan Growth Option is ₹46.5440. It's a Focused Fund from Motilal Oswal, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Motilal Oswal Focused Fund - Regular 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 - Regular 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 - Regular Plan Growth Option has delivered a absolute return of 7.52% — +8.1 pp ahead of the Focused Fund category average of -0.57%. The fund ranks #2 of 18 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Motilal Oswal Focused Fund - Regular Plan Growth Option has delivered a CAGR of 10.74% — -1.59 pp behind the Focused Fund category average of 12.33%. The fund ranks #12 of 17 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Motilal Oswal Focused Fund - Regular Plan Growth Option has delivered a CAGR of 8.21% — -2.67 pp behind the Focused Fund category average of 10.88%. The fund ranks #10 of 12 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Motilal Oswal Focused Fund - Regular Plan Growth Option exactly 10 years ago would be worth approximately ₹299,873 today — a multiplier of 3.00×, based on the 10-year CAGR of 11.61%. The category average over the same window would have grown ₹1 lakh to ₹320,163.

A ₹10,000 monthly SIP in Motilal Oswal Focused Fund - Regular Plan Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹751,344 today. That's an XIRR (money-weighted annualised return) of 8.92%.

A ₹10,000 monthly SIP for 10 years in Motilal Oswal Focused Fund - Regular Plan Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,082,184 (multiplier 1.74×). XIRR: 10.62%. 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 - Regular Plan Growth Option ranks #10 out of 12 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 10.88%; this fund delivered 8.21%.

The worst peak-to-trough decline Motilal Oswal Focused Fund - Regular Plan Growth Option has experienced over the last 5-year window is 31.63% — 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 - Regular Plan Growth Option averaged 11.93% (best 19.33%, worst 1.22%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.18 — weak risk-adjusted performance.

In calendar year 2025, Motilal Oswal Focused Fund - Regular Plan Growth Option returned -1.94% — lagging the Focused Fund category average of 3.22% by 5.17 pp. It ranked #16 of 18 in its category that year.

Motilal Oswal Focused Fund - Regular 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 - Regular 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: 31.6%. 5-year CAGR: 8.21%.

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