49
FocusedHold
Motilal Oswal Focused
Motilal Oswal · Direct–Growth · rank #14 of 28 by Smart Score
Data updated
Trailing returns
1 Year
23.8%
+25.9% vs index
3 Years
14.2%
+4.4% vs index
5 Years
10.5%
+1.0% vs index
Since launch
14.8%
Year-by-year performance
2021
+16.0%-14.6% vs index
2022
+3.1%-0.6% vs index
2023
+20.2%-6.3% vs index
2024
+14.9%-0.7% vs index
2025
-0.6%-8.3% vs index
2026
+22.8%+26.4% vs index
Why this score
Motilal Oswal Focused scores 49/100 — #14 of 28 Focused fund (Hold). It stands out for 3y return and 1y return — beating 72% of peers on 3y return. The main drag is its volatility (better than only 5% of peers).
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
Volatility19.63 · 5th percentile in category
3Y return14.23% · 72nd percentile in category
Expense ratio1.72% · 6th percentile in category
1Y return23.77% · 98th percentile in category
Fund size1827.16 Cr · 34th percentile in category
Alpha2.26 · 61st percentile in category
Top holdings
1.AU Small Finance Bank Ltd4.27%
2.Coforge Ltd3.86%
3.ICICI Prudential Asset Management Company Ltd.3.76%
4.Apollo Hospitals Enterprise Ltd3.68%
5.Indusind Bank Ltd3.68%
30 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.