Comprehensive analysis of Motilal Oswal Focused Fund (IDCW) (19232) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Motilal Oswal Asset Management Company Limited
The scheme is to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential.
A comprehensive at-a-glance view of key mutual fund health indicators
Weak Returns
High Risk
High Expenses
Equity Focused
Experienced Team
Below Average
Showing 1Y NAV history
Performance across different time periods
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Fund manager experience
Market exposure level
Historical performance consistency
Recent performance momentum
Outperformance vs benchmark
Assets under management
Risk-adjusted returns
Fund management costs
This fund has underperformed its benchmark by 7.06% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| Religare Enterprises Ltd | Finance | 10.00% |
| Piramal Enterprises Ltd | Finance | 8.33% |
| Religare Enterprises Ltd | Finance | 8.07% |
| Piramal Enterprises Ltd | Finance | 7.46% |
| One 97 Communications Ltd | E-Commerce/App based Aggregator | 6.99% |
| ZF Commercial Vehicle Control System India Ltd | Auto Ancillaries | 6.31% |
| ZF Commercial Vehicle Control System India Ltd | Auto Ancillaries | 6.27% |
| Bharat Dynamics Ltd | Aerospace & Defence | 5.87% |
| One 97 Communications Ltd | E-Commerce/App based Aggregator | 5.80% |
| Reverse Repo | Debt Others | 5.44% |
Compare against Focused Fund category average
This comparison shows how the fund performs relative to the Focused Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Focused Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| SBI Focused Fund - Direct (G) | ₹400.76 | 8.38% | 10.19% | 20.90% |
| SBI Focused Fund (G) | ₹357.09 | 7.96% | 9.29% | 19.84% |
| HDFC Focused Fund - Direct (G) | ₹261.59 | 7.65% | 11.36% | 29.16% |
| HDFC Focused Fund - Regular (G) | ₹230.82 | 7.12% | 10.18% | 27.60% |
| Sundaram Focused Fund - Direct (G) | ₹179.98 | 1.75% | 3.61% | 20.78% |
| Sundaram Focused Fund (G) | ₹162.59 | 1.27% | 2.60% | 19.53% |
| Aditya Birla SL Focused Fund-Direct (G) | ₹162.19 | 6.81% | 9.04% | 21.80% |
| Aditya Birla SL Focused Fund (G) | ₹144.04 | 6.33% | 8.03% | 20.63% |
| Nippon India Focused Fund - Direct (G) | ₹134.33 | 7.68% | 4.14% | 20.24% |
| Franklin India Focused Equity Fund - Direct (G) | ₹122.21 | 3.46% | 3.49% | 22.73% |
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