Previously Known As : Motilal Oswal Focused 25 Fund (Mof25)
Motilal Oswal Focused Fund Datagrid
Category Focused Fund
BMSMONEY Rank 19
Rating
Growth Option 19-10-2026
NAV ₹52.57(R) -1.04% ₹62.33(D) -1.03%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 19.31% 12.63% 8.84% 12.38% 11.65%
Direct 20.65% 13.91% 10.1% 13.71% 13.02%
Benchmark
SIP (XIRR) Regular 12.27% 11.47% 12.18% 12.59% 11.9%
Direct 13.61% 12.72% 13.46% 13.9% 13.21%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.25 0.15 0.27 -4.86% 0.04
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
19.22% -31.16% -30.81% 1.17 13.68%
Fund AUM As on: 30/12/2025 1518 Cr
Top Focused Fund
Fund Name Rank Rating
SBI Focused Fund 1
ITI Focused Fund 2
ICICI Prudential Focused Equity Fund 3
Kotak Focused Fund 4
HDFC Focused Fund 5
Invesco India Focused Fund 6

NAV Date: 19-10-2026

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Focused Fund Regular - IDCW Payout/Reinvestment 21.71
-0.2300
-1.0400%
Motilal Oswal Focused Fund Direct - IDCW Payout/Reinvestment 25.62
-0.2700
-1.0300%
Motilal Oswal Focused Fund - Regular Plan Growth Option 52.57
-0.5500
-1.0400%
Motilal Oswal Focused Fund - Direct Plan Growth Option 62.33
-0.6500
-1.0300%

Review Date: 19-10-2026

Beginning of Analysis

Motilal Oswal Focused Fund is the 25th ranked fund in the Focused Fund category. The category has total 25 funds. The 1 star rating shows a very poor past performance of the Motilal Oswal Focused Fund in Focused Fund. The fund has a Jensen Alpha of -4.86% which is lower than the category average of 0.54%, showing poor performance. The fund has a Sharpe Ratio of 0.25 which is lower than the category average of 0.44.
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 -2.43%, 6.38 and 18.69 in last one, three and six months respectively. In the same period the category average return was -3.67%, -3.35% and 1.02% respectively.
  • Motilal Oswal Focused Fund has given a return of 20.65% in last one year. In the same period the Nifty 500 TRI return was -2.0%. The fund has given 22.65% more return than the benchmark return.
  • The fund has given a return of 13.91% in last three years and rank 7th out of twenty eight funds in the category. In the same period the Nifty 500 TRI return was 9.99%. The fund has given 3.92% more return than the benchmark return.
  • Motilal Oswal Focused Fund has given a return of 10.1% in last five years and category average returns is 9.65% in same period. The fund ranked 10th out of twenty three funds in the category. In the same period the Nifty 500 TRI return was 10.13%. The fund has given 0.03% less return than the benchmark return.
  • The fund has given a return of 13.02% in last ten years and ranked 7th out of fourteen funds in the category. In the same period the Nifty 500 TRI return was 12.97%. The fund has given 0.05% more return than the benchmark return.
  • The fund has given a SIP return of 13.61% in last one year whereas category average SIP return is -2.73%. The fund one year return rank in the category is 1st in 27 funds
  • The fund has SIP return of 12.72% in last three years and ranks 1st in 26 funds. The fund has given the highest SIP return in the category in last three years.
  • The fund has SIP return of 13.46% in last five years whereas category average SIP return is 10.27%.

Motilal Oswal Focused Fund Risk Analysis

  • The fund has a standard deviation of 19.22 and semi deviation of 13.68. The category average standard deviation is 15.37 and semi deviation is 11.36.
  • The fund has a Value at Risk (VaR) of -31.16 and a maximum drawdown of -30.81. The category average VaR is -22.33 and the maximum drawdown is -17.87. 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 Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -2.51 -3.56
    -3.76
    		-6.25 | -1.97 4 | 29 Very Good
    3M Return % 6.09 -5.33
    -3.63
    		-7.65 | 6.09 1 | 29 Very Good
    6M Return % 18.04 -2.97
    0.43
    		-6.95 | 18.04 1 | 29 Very Good
    1Y Return % 19.31 -6.21
    -3.14
    		-14.59 | 19.31 1 | 29 Very Good
    3Y Return % 12.63 9.43
    10.15
    		5.75 | 18.07 7 | 28 Very Good
    5Y Return % 8.84 8.02
    8.34
    		1.20 | 13.90 8 | 23 Good
    7Y Return % 12.38 13.95
    13.70
    		8.40 | 17.71 12 | 17 Average
    10Y Return % 11.65 12.58
    12.11
    		10.10 | 13.92 7 | 14 Good
    1Y SIP Return % 12.27
    -3.80
    		-15.69 | 12.27 1 | 26 Very Good
    3Y SIP Return % 11.47
    2.74
    		-3.74 | 11.47 1 | 25 Very Good
    5Y SIP Return % 12.18
    8.75
    		4.60 | 14.12 3 | 20 Very Good
    7Y SIP Return % 12.59
    11.85
    		6.71 | 16.88 4 | 14 Very Good
    10Y SIP Return % 11.90
    11.76
    		8.06 | 14.73 4 | 11 Good
    Standard Deviation 19.22
    15.37
    		12.76 | 19.36 26 | 27 Poor
    Semi Deviation 13.68
    11.36
    		9.50 | 13.74 26 | 27 Poor
    Max Drawdown % -30.81
    -17.87
    		-30.81 | -11.72 27 | 27 Poor
    VaR 1 Y % -31.16
    -22.33
    		-31.16 | -12.52 27 | 27 Poor
    Average Drawdown % 11.10
    7.58
    		4.05 | 13.32 2 | 27 Very Good
    Sharpe Ratio 0.25
    0.44
    		0.04 | 0.81 23 | 27 Poor
    Sterling Ratio 0.27
    0.48
    		0.21 | 0.72 26 | 27 Poor
    Sortino Ratio 0.15
    0.22
    		0.05 | 0.40 22 | 27 Poor
    Jensen Alpha % -4.86
    0.54
    		-6.42 | 6.61 25 | 27 Poor
    Treynor Ratio 0.04
    0.08
    		0.01 | 0.15 23 | 27 Poor
    Modigliani Square Measure % 3.82
    6.82
    		0.64 | 12.39 23 | 27 Poor
    Alpha % -4.51
    -0.09
    		-8.14 | 7.60 24 | 27 Poor
    Return data last Updated On : Oct. 19, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -2.43 -3.56 -3.67 -6.19 | -1.91 4 | 29 Very Good
    3M Return % 6.38 -5.33 -3.35 -7.34 | 6.38 1 | 29 Very Good
    6M Return % 18.69 -2.97 1.02 -6.60 | 18.69 1 | 29 Very Good
    1Y Return % 20.65 -6.21 -1.99 -13.94 | 20.65 1 | 29 Very Good
    3Y Return % 13.91 9.43 11.48 6.58 | 19.61 7 | 28 Very Good
    5Y Return % 10.10 8.02 9.65 2.18 | 15.25 10 | 23 Good
    7Y Return % 13.71 13.95 14.99 9.52 | 19.11 12 | 17 Average
    10Y Return % 13.02 12.58 13.35 11.30 | 15.14 7 | 14 Good
    1Y SIP Return % 13.61 -2.73 -15.05 | 13.61 1 | 27 Very Good
    3Y SIP Return % 12.72 4.11 -2.95 | 12.72 1 | 26 Very Good
    5Y SIP Return % 13.46 10.27 5.49 | 15.70 4 | 21 Very Good
    7Y SIP Return % 13.90 13.44 7.79 | 18.31 7 | 15 Good
    10Y SIP Return % 13.21 13.26 9.21 | 16.25 5 | 12 Good
    Standard Deviation 19.22 15.37 12.76 | 19.36 26 | 27 Poor
    Semi Deviation 13.68 11.36 9.50 | 13.74 26 | 27 Poor
    Max Drawdown % -30.81 -17.87 -30.81 | -11.72 27 | 27 Poor
    VaR 1 Y % -31.16 -22.33 -31.16 | -12.52 27 | 27 Poor
    Average Drawdown % 11.10 7.58 4.05 | 13.32 2 | 27 Very Good
    Sharpe Ratio 0.25 0.44 0.04 | 0.81 23 | 27 Poor
    Sterling Ratio 0.27 0.48 0.21 | 0.72 26 | 27 Poor
    Sortino Ratio 0.15 0.22 0.05 | 0.40 22 | 27 Poor
    Jensen Alpha % -4.86 0.54 -6.42 | 6.61 25 | 27 Poor
    Treynor Ratio 0.04 0.08 0.01 | 0.15 23 | 27 Poor
    Modigliani Square Measure % 3.82 6.82 0.64 | 12.39 23 | 27 Poor
    Alpha % -4.51 -0.09 -8.14 | 7.60 24 | 27 Poor
    Return data last Updated On : Oct. 19, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    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
    19-10-2026 52.5744 62.3252
    16-10-2026 53.1277 62.9756
    15-10-2026 53.3695 63.2605
    14-10-2026 53.8609 63.8411
    13-10-2026 54.0474 64.0602
    12-10-2026 53.4806 63.3865
    09-10-2026 53.4494 63.344
    08-10-2026 52.8666 62.6515
    07-10-2026 53.7961 63.7513
    06-10-2026 53.6707 63.6007
    05-10-2026 52.9903 62.7927
    01-10-2026 52.4413 62.1349
    30-09-2026 53.1178 62.9347
    29-09-2026 52.9439 62.7267
    28-09-2026 52.8391 62.6008
    25-09-2026 53.5468 63.4336
    24-09-2026 53.6283 63.5284
    23-09-2026 54.3498 64.3811
    22-09-2026 54.1743 64.1714
    21-09-2026 53.9294 63.8795

    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.