Motilal Oswal Focused Fund
Direct · Growth ₹62.32
10 Aug 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.
3.66
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 | ₹12.83 L | 16.6% | -49.1% | 83.0% |
| 3 Years | ₹36.00 L | ₹43.28 L | 13.2% | -15.6% | 29.3% |
| 5 Years | ₹60.00 L | ₹81.17 L | 12.8% | -4.2% | 23.2% |
| 7 Years | ₹84.00 L | ₹1.33 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 | ₹3.09 Cr | 12.1% | 9.9% | 13.5% |
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 | 16.6% | 14.4% | 16.8% | +2.2% |
| 3 Years | 13.2% | 11.1% | 15.9% | +2.1% |
| 5 Years | 12.8% | 10.4% | 15.1% | +2.4% |
| 7 Years | 13.1% | 10.6% | 15.2% | +2.6% |
| 10 Years | 13.0% | 11.5% | 15.8% | +1.6% |
| 12 Years | 12.1% | 11.4% | 15.3% | +0.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.7% | 12.8% | -22.1% | 83.6% | 0.51 | 1.49 | 78% | — | — |
| 3 Years | 13.8% | 13.6% | -2.6% | 26.4% | 1.57 | 8.77 | 100% | — | — |
| 5 Years | 13.4% | 13.8% | 1.5% | 22.9% | 1.94 | 22.06 | 100% | — | — |
| 10 Years | 13.7% | 13.4% | 9.0% | 16.9% | 3.66 | — | 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 | +24.60 | 0.99 | 108.0% | 78.7% | 24.5% | -0.1% |
| 3 Years | +5.90 | 0.96 | 98.7% | 90.0% | 13.7% | 7.8% |
| 5 Years | +2.93 | 0.93 | 92.6% | 87.9% | 11.4% | 8.6% |
| 7 Years | +3.61 | 0.90 | 90.7% | 85.9% | 15.4% | 12.4% |
| 10 Years | +2.74 | 0.90 | 90.2% | 85.9% | 13.3% | 10.9% |
| 12 Years | +4.05 | 0.90 | 91.4% | 86.0% | 13.9% | 10.2% |
| 15 Years | +3.56 | 0.89 | 90.2% | 84.8% | 12.9% | 9.7% |
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% |