Motilal Oswal Focused Fund
Direct · Growth ₹57.56
25 Jun 2026
NAV
13.8%
3Y CAGR
13.4%
5Y CAGR
13.7%
10Y CAGR
13.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.61
Sharpe
-34.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.82 L | 16.5% | -49.1% | 83.0% |
| 3 Years | ₹36.00 L | ₹43.34 L | 13.2% | -15.6% | 29.3% |
| 5 Years | ₹60.00 L | ₹81.20 L | 12.8% | -4.2% | 23.2% |
| 7 Years | ₹84.00 L | ₹1.32 Cr | 13.1% | 4.1% | 19.9% |
| 10 Years | ₹1.20 Cr | ₹2.33 Cr | 13.0% | 9.2% | 17.3% |
| 12 Years | ₹1.44 Cr | ₹3.07 Cr | 12.0% | 9.9% | 13.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 16.5% | 14.5% | 17.2% | +2.0% |
| 3 Years | 13.2% | 11.2% | 16.6% | +2.0% |
| 5 Years | 12.8% | 10.5% | 15.6% | +2.3% |
| 7 Years | 13.1% | 10.6% | 15.2% | +2.6% |
| 10 Years | 13.0% | 11.5% | 15.8% | +1.5% |
| 12 Years | 12.0% | 11.4% | 15.4% | +0.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.7% | 12.7% | -22.1% | 83.6% | 0.51 | 1.48 | 77% | — | — |
| 3 Years | 13.8% | 13.6% | -2.6% | 26.4% | 1.56 | 8.73 | 100% | — | — |
| 5 Years | 13.4% | 13.9% | 1.5% | 22.9% | 1.94 | 22.02 | 100% | — | — |
| 10 Years | 13.7% | 13.5% | 9.0% | 16.9% | 3.61 | — | 100% | — | — |
-34.6%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-6.0%
Avg Drawdown
Calmar Ratio by Duration
0.45
1Y
0.40
3Y
0.39
5Y
0.39
7Y
0.40
10Y
0.41
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +20.24 | 1.01 | 104.3% | 79.5% | 15.4% | -4.7% |
| 3 Years | +4.10 | 0.96 | 96.1% | 89.4% | 12.8% | 8.8% |
| 5 Years | +1.50 | 0.93 | 91.8% | 88.6% | 10.0% | 8.7% |
| 7 Years | +2.89 | 0.91 | 90.4% | 86.5% | 13.2% | 10.7% |
| 10 Years | +2.41 | 0.91 | 90.2% | 86.4% | 13.4% | 11.5% |
| 12 Years | +3.77 | 0.90 | 91.3% | 86.2% | 13.6% | 10.1% |
| 15 Years | +3.16 | 0.89 | 90.0% | 85.0% | 12.3% | 9.5% |
28
Total Holdings
40.8%
Top 10 Weight
18
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | One 97 Communications Limited | 5.05% |
| 2 | Acutaas Chemicals Limited | 4.83% |
| 3 | Titan Company Limited | 4.26% |
| 4 | MTAR Technologies Limited | 4.05% |
| 5 | Aditya Infotech Limited | 3.94% |
| 6 | ICICI Bank Ltd | 3.91% |
| 7 | CG Power and Industrial Solutions Limited | 3.83% |
| 8 | ICICI Prudential Asset Management Company Limited | 3.79% |
| 9 | Apollo Hospitals Enterprise Limited | 3.62% |
| 10 | Bharat Heavy Electricals Ltd | 3.57% |