Motilal Oswal Focused Fund Regular-IDCW Reinvestment

Fund Details

NAV 18.3273

Sub-Type Flexi Cap

Rating 1

Min. SIP Amount ₹500.0

Fund Age(Year) 12.83

Fund Size(in Crores) 1454.18

Fund Performance

1 Month -5.86%

3 Month -3.87%

6 Month -3.34%

1 Year 14.1%

3 Year 9.42%

5 Year 6.29%

Know This Fund

As on 12 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (95.14%) Market Cap Mid Cap 26.05 Large Cap 37.38 Small Cap 31.71 Top Sectors Financial 21.49 Capital Goods 14.7 Services 11.51 Consumer Discretionary 7.7 Healthcare 7.41 Automobile 5.96 Metals & Mining 5.37 Technology 4.62 Unclassified 3.65 Materials 3.45 Communication 3.39 Consumer Staples 3.09 Chemicals 2.81 Top Holding Bharat Electronics 2.98 Religare Enterprises 3.16 Coforge 3.09 Radico Khaitan 3.09 Amber Enterprises India 3.57 AU Small Finance Bank 2.49 Bharat Heavy Electricals 3.33 Acutaas Chemicals 4.96 Gabriel India 3.33 One97 Communications 4.99 Aditya Vision 2.81 Ultratech Cement 3.45 Shriram Finance 4.17 Aditya Birla Capital 1.9 Tech Mahindra 1.53 SRF 2.81 ICICI Prudential Asset Management Company 3.65 Aditya Infotech 3.39 ICICI Bank 2.97 State Bank of India 3.48 Meesho 1.02 Maruti Suzuki India 2.63 Titan Company 4.14 Jain Resource Recycling 2.5 Eternal 2.68 MTAR Technologies 5.12 Indusind Bank 3.33 Apollo Hospitals Enterprise 2.45 CG Power 3.27 PTC Industries 2.87

Debt & Others (4.86%) Sector Allocation Reverse Repo/CBLO 1.83 Net Receivables 3.03 Debt Credit Ratings Debt Category Others 4.86

Comparison with same funds

Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - Growth Ret 1M -7.23% Ret 1Y 4.48% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Payout Ret 1M -7.23% Ret 1Y 4.48% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Reinvestment Ret 1M -7.23% Ret 1Y 4.48% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE Focused Fund Regular-Growth Ret 1M -7.61% Ret 1Y 4.26% Ret 3Y 13.56% Ret 5Y 12.19%

Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Ret 1M -7.61% Ret 1Y 4.26% Ret 3Y 13.56% Ret 5Y 12.19%

Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Reinvestment Ret 1M -7.61% Ret 1Y 4.26% Ret 3Y 13.56% Ret 5Y 12.19%

Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - Growth Ret 1M -5.4% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Payout Ret 1M -5.4% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Reinvestment Ret 1M -5.4% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-Growth Ret 1M -7.71% Ret 1Y 9.81% Ret 3Y 13.07% Ret 5Y 7.47%

Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-IDCW Ret 1M -7.71% Ret 1Y 9.81% Ret 3Y 13.07% Ret 5Y 7.47%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.14%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Varun Sharma

Education Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.

Experience Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.

Sunil Sawant

Education Mr. Sawant has done M.Com

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Sharekhan, Aditya Birla and Angel Broking

Ankit Agarwal

Education Mr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.

Experience Prior to joining Motilal Oswal Mutual Fund he has worked with UTI Mutual Fund, Centrum Capital Ltd as Senior Vice President - Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..

Rakesh Shetty

Education Mr. Shetty has done B.Com

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

Ajay Khandelwal

Education Mr. Khandelwal is MBA & Bachelor of Engineering.

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.

Atul Mehra

Education Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd

Santosh Singh

Education Mr. Singh has done B.SC, CA and has cleared CFA Level 2

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Espirito santo securities, HAITONG, Execution Noble, SG CIB, Clear Capital and ICICI Lombard

Swapnil P Mayekar

Education Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.

Experience Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 45

Date of Incorporation 2013-05-13

Total AUM 135166.52

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.