Motilal Oswal Focused Direct Growth: NAV, Returns, Calculator, Expense Ratio & Review

Motilal Oswal Focused Direct Growth

Very High Risk

Equity

2 Star

NAV as of Oct 08, 2025

50.38

-0.64%1D Change

Returns since inception

13.9%p.a.

Very High Risk

Equity

2 Star

NAV as of Oct 08, 2025

50.38

-0.64%1D Change

Returns since inception

13.9%p.a.

Motilal Oswal Focused Direct Growth

Very High Risk|Equity|2 Star
NAV as of Oct 08, 2025

50.38

-0.64%1D

Returns since inception

13.9%p.a.

Returns Calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
Absolute ReturnNaN%

Fund Overview

  • Rating2 Star
  • Expense ratio1.01%
  • Exit Load1% within 365 days
  • AUM (Fund size)₹1,563.58 Crore
  • Lock-in periodNo Lock-in
  • Age12 yrs since May 07, 2013
  • Min. investmentSIP ₹500 & Lump. ₹500
  • RiskVery High
  • Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
  • Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Fund Distribution

Top Holdings
Top Sectors
Holding NameAssets (%)
One97 Communications Ltd6.35%
Religare Enterprises Ltd5.52%
Piramal Finance Limited5%
Bharat Dynamics Ltd Ordinary Shares4.28%
Net Receivables / (Payables)4.1%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
SBI Focused Fund Direct P...₹ 37,764 Cr
402.85
| -0.51%
Very High
ICICI Prudential Focused ...₹ 12,560 Cr
106.99
| -0.20%
Very High
Kotak Focused Fund Direct...₹ 3,636 Cr
28.77
| -0.23%
Very High
Mirae Asset Focused Fund ...₹ 7,852 Cr
28.19
| -0.34%
Very High

NAV History

FUND

Motilal Oswal Focused Direct Growth

NAV (Oct 08, 2025)₹50.38
ClassEquity | Large-Cap
Inception DateMay 07, 2013
Fund ManagerVarun Sharma, Rakesh Shetty, Atul Mehra, Sunil Sawant

FUND

Motilal Oswal Focused Direct Growth

Initial Price₹10
Min. Investment AmountSIP ₹500 and Lump. ₹500
Exit Load1% within 365 days

Returns

1W

1M

3M

6M

1Y

3Y

Motilal Oswal Focuse...1.09%2.63%-0.04%18.65%-12.59%10.18%

About Motilal Oswal Asset Management Company Limited - Portfolio Managers

Motilal Oswal Mutual Fund is a part of Motilal Oswal Financial Services Limited (MOFSL) and was established in 2009. It is one of the premier asset management companies in India. It counts Motilal Oswal Securities Limited as the sponsor and Motilal Oswal Trustee Company Limited as the trustee.

Motilal Oswal Asset Management Company Limited - Portfolio Managers Details

  • No. of schemes82
  • Total AUM₹25,763.16 Crore
  • AddressMotilal Oswal Asset Management Company Limited, Motilal Oswal Tower, Mumbai, Maharashtra, 400 025
  • Phone+91 22 39804263
Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

2.11 Lakhs ₹
Min investment of ₹500 required