Previously Known As : Motilal Oswal Focused 25 Fund (Mof25)
Motilal Oswal Focused Fund Datagrid
Category Focused Fund
BMSMONEY Rank 25
Rating
Growth Option 27-01-2026
NAV ₹41.29(R) -0.16% ₹48.55(D) -0.15%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 4.22% 9.6% 7.67% 11.0% 10.94%
Direct 5.4% 10.86% 8.93% 12.31% 12.31%
Nifty 500 TRI 10.21% 16.44% 15.78% 15.65% 15.12%
SIP (XIRR) Regular -0.26% 2.43% 5.41% 7.93% 9.03%
Direct 0.9% 3.65% 6.67% 9.24% 10.38%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.22 0.13 0.24 -9.06% 0.03
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
17.35% -31.16% -30.81% 1.13 12.75%
Fund AUM As on: 30/12/2025 1518 Cr
Top Focused Fund
Fund Name Rank Rating
Hdfc Focused 30 Fund 1
Icici Prudential Focused Equity Fund 2
Sbi Focused Equity Fund 3
Kotak Focused Equity Fund 4
Dsp Focus Fund 5
Aditya Birla Sun Life Focused Equity Fund 6

NAV Date: 27-01-2026

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Focused 25 Fund Regular - IDCW Payout/Reinvestment 18.31
-0.0300
-0.1600%
Motilal Oswal Focused 25 Fund Direct - IDCW Payout/Reinvestment 21.44
-0.0300
-0.1500%
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option 41.29
-0.0700
-0.1600%
Motilal Oswal Focused 25 Fund (MOF25)- Direct Plan Growth Option 48.55
-0.0700
-0.1500%

Review Date: 27-01-2026

Beginning of Analysis

Motilal Oswal Focused Fund is the 25th ranked fund in the Focused Fund category. The category has total 25 funds. The Motilal Oswal Focused Fund has shown a very poor past performence in Focused Fund. The fund has a Jensen Alpha of -9.06% which is lower than the category average of 0.79%, showing poor performance. The fund has a Sharpe Ratio of 0.22 which is lower than the category average of 0.81.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Focused Mutual Funds are ideal for aggressive investors seeking high returns by investing in a concentrated portfolio of high-conviction stocks. These funds typically hold 20–30 stocks, allowing the fund manager to take significant positions in select companies. While they offer the potential for significant capital appreciation, they also carry higher risks due to their concentrated nature. Investors should have a long-term investment horizon and a high risk tolerance to invest in Focused Funds. Additionally, the success of these funds depends heavily on the fund manager's skill in identifying and managing high-conviction stocks.

Motilal Oswal Focused Fund Return Analysis

The Motilal Oswal Focused Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Focused Fund peers and the Nifty 500 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Focused Fund category and its ability to outperform or underperform the benchmark and category averages.

  • The fund has given a return of -5.41%, -6.52 and -4.23 in last one, three and six months respectively. In the same period the category average return was -3.59%, -4.48% and -0.29% respectively.
  • Motilal Oswal Focused Fund has given a return of 5.4% in last one year. In the same period the Nifty 500 TRI return was 10.21%. The fund has given 4.81% less return than the benchmark return.
  • The fund has given a return of 10.86% in last three years and rank 25th out of 25 funds in the category. In the same period the Nifty 500 TRI return was 16.44%. The fund has given 5.58% less return than the benchmark return.
  • Motilal Oswal Focused Fund has given a return of 8.93% in last five years and category average returns is 16.32% in same period. The fund ranked 19th out of 20 funds in the category. In the same period the Nifty 500 TRI return was 15.78%. The fund has given 6.85% less return than the benchmark return.
  • The fund has given a return of 12.31% in last ten years and ranked 13th out of 13 funds in the category. In the same period the Nifty 500 TRI return was 15.12%. The fund has given 2.81% less return than the benchmark return.
  • The fund has given a SIP return of 0.9% in last one year whereas category average SIP return is 2.98%. The fund one year return rank in the category is 19th in 28 funds
  • The fund has SIP return of 3.65% in last three years and ranks 25th in 25 funds. Icici Prudential Focused Equity Fund has given the highest SIP return (19.0%) in the category in last three years.
  • The fund has SIP return of 6.67% in last five years whereas category average SIP return is 13.45%.

Motilal Oswal Focused Fund Risk Analysis

  • The fund has a standard deviation of 17.35 and semi deviation of 12.75. The category average standard deviation is 12.8 and semi deviation is 9.36.
  • The fund has a Value at Risk (VaR) of -31.16 and a maximum drawdown of -30.81. The category average VaR is -16.83 and the maximum drawdown is -16.94. The fund has a beta of 1.1 which shows that fund is more volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Focused Fund Category
  • Good Performance in Focused Fund Category
  • Poor Performance in Focused Fund Category
  • Very Poor Performance in Focused Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -5.50 -3.60
    -3.69
    		-6.95 | -0.81 24 | 28 Poor
    3M Return % -6.78 -4.19
    -4.77
    		-11.24 | 1.99 21 | 28 Average
    6M Return % -4.77 0.24
    -0.90
    		-11.08 | 6.64 24 | 28 Poor
    1Y Return % 4.22 10.21
    8.32
    		-0.28 | 18.20 22 | 28 Poor
    3Y Return % 9.60 16.44
    16.12
    		9.60 | 22.50 25 | 25 Poor
    5Y Return % 7.67 15.78
    14.92
    		7.27 | 23.57 19 | 20 Poor
    7Y Return % 11.00 15.65
    15.19
    		10.95 | 18.92 12 | 13 Average
    10Y Return % 10.94 15.12
    14.17
    		10.94 | 16.53 13 | 13 Poor
    1Y SIP Return % -0.26
    1.72
    		-13.16 | 13.37 19 | 28 Average
    3Y SIP Return % 2.43
    9.71
    		2.43 | 17.59 25 | 25 Poor
    5Y SIP Return % 5.41
    12.09
    		5.41 | 19.42 20 | 20 Poor
    7Y SIP Return % 7.93
    14.21
    		7.93 | 20.35 12 | 13 Average
    10Y SIP Return % 9.03
    13.57
    		9.03 | 17.40 13 | 13 Poor
    Standard Deviation 17.35
    12.80
    		9.55 | 17.35 25 | 25 Poor
    Semi Deviation 12.75
    9.36
    		6.70 | 12.75 25 | 25 Poor
    Max Drawdown % -30.81
    -16.94
    		-30.81 | -10.35 25 | 25 Poor
    VaR 1 Y % -31.16
    -16.83
    		-31.16 | -9.60 25 | 25 Poor
    Average Drawdown % -9.76
    -5.91
    		-10.26 | -3.35 24 | 25 Poor
    Sharpe Ratio 0.22
    0.81
    		0.22 | 1.53 25 | 25 Poor
    Sterling Ratio 0.24
    0.62
    		0.24 | 1.04 25 | 25 Poor
    Sortino Ratio 0.13
    0.40
    		0.13 | 0.88 25 | 25 Poor
    Jensen Alpha % -9.06
    0.79
    		-9.06 | 9.04 25 | 25 Poor
    Treynor Ratio 0.03
    0.11
    		0.03 | 0.21 25 | 25 Poor
    Modigliani Square Measure % 7.35
    16.72
    		7.35 | 28.28 25 | 25 Poor
    Alpha % -7.80
    -0.51
    		-8.40 | 4.97 24 | 25 Poor
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

    Rotate the phone! Best viewed in landscape mode on mobile.
    KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -5.41 -3.60 -3.59 -6.86 | -0.63 24 | 28 Poor
    3M Return % -6.52 -4.19 -4.48 -10.94 | 2.36 21 | 28 Average
    6M Return % -4.23 0.24 -0.29 -10.50 | 7.06 24 | 28 Poor
    1Y Return % 5.40 10.21 9.63 1.00 | 19.53 22 | 28 Poor
    3Y Return % 10.86 16.44 17.54 10.86 | 23.95 25 | 25 Poor
    5Y Return % 8.93 15.78 16.32 8.35 | 25.08 19 | 20 Poor
    7Y Return % 12.31 15.65 16.47 12.15 | 20.33 12 | 13 Average
    10Y Return % 12.31 15.12 15.43 12.31 | 17.90 13 | 13 Poor
    1Y SIP Return % 0.90 2.98 -11.99 | 14.27 19 | 28 Average
    3Y SIP Return % 3.65 11.10 3.65 | 19.00 25 | 25 Poor
    5Y SIP Return % 6.67 13.45 6.67 | 20.87 20 | 20 Poor
    7Y SIP Return % 9.24 15.50 9.05 | 21.79 12 | 13 Average
    10Y SIP Return % 10.38 14.83 10.38 | 18.75 13 | 13 Poor
    Standard Deviation 17.35 12.80 9.55 | 17.35 25 | 25 Poor
    Semi Deviation 12.75 9.36 6.70 | 12.75 25 | 25 Poor
    Max Drawdown % -30.81 -16.94 -30.81 | -10.35 25 | 25 Poor
    VaR 1 Y % -31.16 -16.83 -31.16 | -9.60 25 | 25 Poor
    Average Drawdown % -9.76 -5.91 -10.26 | -3.35 24 | 25 Poor
    Sharpe Ratio 0.22 0.81 0.22 | 1.53 25 | 25 Poor
    Sterling Ratio 0.24 0.62 0.24 | 1.04 25 | 25 Poor
    Sortino Ratio 0.13 0.40 0.13 | 0.88 25 | 25 Poor
    Jensen Alpha % -9.06 0.79 -9.06 | 9.04 25 | 25 Poor
    Treynor Ratio 0.03 0.11 0.03 | 0.21 25 | 25 Poor
    Modigliani Square Measure % 7.35 16.72 7.35 | 28.28 25 | 25 Poor
    Alpha % -7.80 -0.51 -8.40 | 4.97 24 | 25 Poor
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Motilal Oswal Focused Fund NAV Regular Growth Motilal Oswal Focused Fund NAV Direct Growth
    27-01-2026 41.2872 48.5499
    23-01-2026 41.3534 48.6216
    22-01-2026 42.3095 49.7442
    21-01-2026 41.93 49.2965
    20-01-2026 42.3224 49.7563
    19-01-2026 43.2456 50.84
    16-01-2026 43.5551 51.1991
    14-01-2026 43.4898 51.1191
    13-01-2026 43.4874 51.1147
    12-01-2026 43.3898 50.9984
    09-01-2026 43.5469 51.1782
    08-01-2026 43.9171 51.6117
    07-01-2026 44.617 52.4326
    06-01-2026 44.4783 52.268
    05-01-2026 44.4748 52.2622
    02-01-2026 44.2724 52.0195
    01-01-2026 44.0644 51.7735
    31-12-2025 44.0976 51.8109
    30-12-2025 43.6277 51.2572
    29-12-2025 43.6891 51.3277

    Fund Launch Date: 22/Apr/2013
    Fund Category: Focused Fund
    Investment Objective: The investment objective of the Scheme is toachieve long term capital appreciation byinvesting in up to 25 companies with long term sustainable competitive advantage andgrowth potential. However, there can be noassurance or guarantee that the investmentobjective of the Scheme would be achieved.
    Fund Description: An open ended equity scheme investing in maximum 25 stocks intending to focus on large caps stocks
    Fund Benchmark: Nifty 50 Total Return Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.