Motilal Oswal Focused Fund - Direct (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Motilal Oswal Focused Fund - Direct (G) (19235) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Motilal Oswal Focused Fund - Direct (G)
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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Equity Focused
Management
Experienced Team
Quality Score
Average Quality
Motilal Oswal Focused Fund - Direct (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
Long-term Track Record
Historical performance consistency
Cost Efficiency
Fund management costs
Alpha Generation
Outperformance vs benchmark
Fund Size
Assets under management
Risk Assessment
Risk-adjusted returns
1-Year Returns
Recent performance momentum
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 6.09% over the 3Y period.
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Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| Religare Enterprises Ltd | Finance | 10.00% |
| Piramal Enterprises Ltd | Finance | 8.33% |
| One 97 Communications Ltd | E-Commerce/App based Aggregator | 6.99% |
| ZF Commercial Vehicle Control System India Ltd | Auto Ancillaries | 6.31% |
| Reverse Repo | Debt Others | 5.44% |
| Radico Khaitan Ltd | Alcoholic Beverages | 4.35% |
| OneSource Specialty Pharma Ltd | Pharmaceuticals | 4.11% |
| Bharat Dynamics Ltd | Aerospace & Defence | 3.94% |
| Suzlon Energy Ltd | Capital Goods - Electrical Equipment | 3.75% |
| Waaree Energies Ltd | Capital Goods - Electrical Equipment | 3.69% |
Sector Breakdown
Compare against Focused Fund category average
Performance Summary
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
Motilal Oswal Focused Fund - Direct (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| SBI Focused Fund - Direct (G) | ₹407.49 | 15.40% | 6.49% | 16.25% |
| SBI Focused Fund (G) | ₹362.26 | 14.94% | 5.64% | 15.25% |
| HDFC Focused Fund - Direct (G) | ₹271.42 | 15.49% | 7.14% | 23.76% |
| HDFC Focused Fund - Regular (G) | ₹238.77 | 14.90% | 6.03% | 22.28% |
| Sundaram Focused Fund - Direct (G) | ₹180.07 | 10.43% | -4.16% | 14.21% |
| Aditya Birla SL Focused Fund-Direct (G) | ₹162.54 | 12.89% | -1.00% | 16.22% |
| Sundaram Focused Fund (G) | ₹162.22 | 9.90% | -5.08% | 13.03% |
| Aditya Birla SL Focused Fund (G) | ₹143.96 | 12.37% | -1.91% | 15.12% |
| Nippon India Focused Fund - Direct (G) | ₹135.48 | 15.74% | -2.02% | 14.69% |
| Franklin India Focused Equity Fund - Direct (G) | ₹124.36 | 14.52% | -1.46% | 17.35% |
Category Average Returns
Atul Mehra
A seasoned investment professional with over 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.