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

Motilal Oswal Focused Regular Growth

Very High Risk

Equity

1 Star

NAV as of Aug 14, 2025

41.96

-0.76%1D Change

Returns since inception

12.4%p.a.

Very High Risk

Equity

1 Star

NAV as of Aug 14, 2025

41.96

-0.76%1D Change

Returns since inception

12.4%p.a.

Motilal Oswal Focused Regular Growth

Very High Risk|Equity|1 Star
NAV as of Aug 14, 2025

41.96

-0.76%1D

Returns since inception

12.4%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

  • Rating1 Star
  • Expense ratio2.14%
  • 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

Equity
90.06%
Debt
0%
Others
9.94%
Top Holdings
Top Sectors
Holding NameAssets (%)
Religare Enterprises Ltd10%
Piramal Enterprises Ltd8.33%
One97 Communications Ltd6.99%
ZF Commercial Vehicle Control Systems India Ltd6.31%
Trp_0108255.44%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
SBI Focused Fund Direct P...₹ 37,936 Cr
390.22
| 0.53%
Very High
ICICI Prudential Focused ...₹ 12,380 Cr
104.14
| -0.08%
Very High
Mirae Asset Focused Fund ...₹ 8,017 Cr
27.66
| 0.03%
Very High
Axis Focused Fund Direct ...₹ 12,585 Cr
63.33
| 0.21%
Very High

NAV History

FUND

Motilal Oswal Focused Regular Growth

NAV (Aug 14, 2025)₹41.96
ClassEquity | Large-Cap
Inception DateMay 07, 2013
Fund ManagerAjay Khandelwal, Rakesh Shetty, Atul Mehra, Sunil Sawant

FUND

Motilal Oswal Focused Regular 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...-1.03%-4.84%2.96%12.79%-9.46%8.44%

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)

6,375 ₹
Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.