RS
Rakesh ShettyLead
Since Nov 2022
AUM managed
₹1,61,951.73Cr
Tenure
Since Nov 2022
Funds
92
Motilal Oswal Focused Reg Gr
Focused FundMotilal Oswal Mutual Fund
NAV
₹53.37
-0.91% today
AUM
₹1,827.16 Cr
Fund size
Expense
2.89%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹500
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank#18 of 26
Risk-o-meterVery High Risk
BenchmarkNifty 500 TR INR (100%)
Number of holdings30
Inception07 May 2013
Exit load1.0
Risk metrics
Alpha2.06
Beta1.07
Sharpe ratio0.45
Standard deviation19.60%
Sortino ratio0.69
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
AM
Since Oct 2024
AUM managed
₹57,893.93Cr
Tenure
Since Oct 2024
Funds
16
SS
Since Jul 2024
AUM managed
₹1,19,717.12Cr
Tenure
Since Jul 2024
Funds
19
AA
Since Aug 2025
AUM managed
₹95,366.52Cr
Tenure
Since Aug 2025
Funds
12
VS
Since Aug 2025
AUM managed
₹99,173.12Cr
Tenure
Since Aug 2025
Funds
15
SM
Since Nov 2025
AUM managed
₹1,63,970.93Cr
Tenure
Since Nov 2025
Funds
85
AK
Since Oct 2024
AUM managed
₹1,05,097.39Cr
Tenure
Since Oct 2024
Funds
18
About Motilal Oswal Focused Reg Gr
Motilal Oswal Focused Reg Gr is an open-ended Focused Fund mutual fund scheme offered by Motilal Oswal Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹53.37 per unit and the scheme manages ₹1,827.16 Cr in assets under management. The fund charges an expense ratio of 2.89% and is benchmarked against Nifty 500 TR INR (100%). Over the trailing 5 years, Motilal Oswal Focused Reg Gr has delivered +9.20% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 30 companies with focus in multi cap space. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Regular Plan · Growth option · NAV as of 15 Oct 2026
Motilal Oswal Focused Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | +1.27% | -3.57% |
| 3 months | +7.37% | -2.79% |
| 6 months | +22.97% | +3.87% |
| 1 year | +22.08% | -0.89% |
| 3 years | +12.97% | +10.44% |
| 5 years | +9.20% | +8.61% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | -5.68% |
| 3 months | +16.61% | -1.53% |
| 6 months | +25.81% | +12.40% |
| 1 year | +30.24% | +1.21% |
| 3 years | +48.44% | +33.76% |
| 5 years | +59.97% | +53.98% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Motilal Oswal Focused Reg Gr — frequently asked questions
What is the NAV of Motilal Oswal Focused Reg Gr?
The latest net asset value (NAV) of Motilal Oswal Focused Reg Gr is ₹53.37 per unit, -0.91% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Motilal Oswal Focused Reg Gr delivered?
Motilal Oswal Focused Reg Gr has returned +9.20% over the trailing 5 years (1 year: +22.08%, 3 years: +12.97%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Motilal Oswal Focused Reg Gr?
Motilal Oswal Focused Reg Gr charges an expense ratio of 2.89% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Motilal Oswal Focused Reg Gr?
SEBI's riskometer classifies Motilal Oswal Focused Reg Gr as Very High Risk, which is typical for a Focused Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Motilal Oswal Focused Reg Gr?
You can start a SIP in Motilal Oswal Focused Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹500.
Who manages Motilal Oswal Focused Reg Gr?
Motilal Oswal Focused Reg Gr is managed by Motilal Oswal Mutual Fund, holds ₹1,827.16 Cr in assets under management and invests across 30 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Motilal Oswal Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Focused Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF247L01155
- Scheme code
- FS0000A5R6