Motilal Oswal Focused Fund - Direct Plan Growth Option
Motilal Oswal Mutual Fund · Equity · mandate: maximum 30 stocks, ≥65% in equities · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
1,527 cr
TER direct / regular
1.79% / 2.89%
Active return /yr (full)
-0.6%
Score
37
Rank (Score, pool)
#218 of 245
Percentile (full, pool)
22
IR vs benchmark
-0.01
CAGR (absolute)
12.9%
Max drawdown
-30.5%
Months of data
159
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
-14.7%
-13.9%
-4.40
2
2.9%
21.6%
6.9%
12
FY23
3.5%
0.5%
0.57
55
6.0%
-1.6%
1.8%
12
FY24
-8.1%
-9.5%
-0.74
16
8.4%
40.1%
31.9%
12
FY25
-11.4%
-14.0%
-1.06
2
9.3%
5.9%
-5.5%
12
FY26
7.3%
6.6%
0.69
84
10.9%
-3.1%
4.2%
12
FY27*
21.0%
19.1%
6.83
99
6.1%
15.1%
36.1%
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2019
-0.1
-1.3
+1.6
+0.1
2020
+0.8
+2.4
+2.7
+0.4
-1.6
-1.9
-1.6
-1.9
+0.2
+2.7
-0.7
-1.1
+0.0
2021
-0.3
-2.2
+0.1
-1.2
-0.7
-0.6
-1.8
+0.8
-2.5
-0.4
-1.3
-1.9
-11.5
2022
-1.1
-1.0
-1.2
-0.8
+4.4
+0.1
-0.6
+1.5
+0.1
+0.2
-1.7
-0.6
-0.8
2023
-1.6
+2.4
-0.1
+0.0
+0.6
+0.1
-2.5
+1.2
-2.3
+1.9
+0.9
-6.2
-5.6
2024
+2.1
-2.7
+0.7
+0.3
-0.3
+0.4
+1.7
+3.7
-1.1
-2.4
-1.8
-0.5
-0.3
2025
-6.0
-4.9
+1.1
-2.5
+8.9
-2.6
+1.4
-2.0
-0.3
+1.1
-1.0
+0.5
-6.8
2026
-0.4
+0.9
+3.5
+2.9
+3.6
+3.5
+1.3
+6.2
+23.4
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-3.0
-0.7
-4.7
+4.4
+8.0
+2.6
+1.0
+7.4
2014
-2.8
+3.5
+5.9
+0.3
+4.1
+8.3
+2.9
+5.2
+3.2
+3.3
+5.7
-0.4
+46.4
2015
+8.9
+0.3
-1.2
-3.3
+5.3
-1.4
+5.1
-6.0
+0.0
-0.6
-0.7
+1.6
+7.3
2016
-7.4
-5.9
+5.6
+4.7
+1.6
+2.6
+6.9
+1.6
+0.3
+2.7
-5.5
-2.0
+4.2
2017
+6.3
+3.5
+3.8
+5.3
+0.5
+1.1
+4.5
+1.0
-2.2
+2.2
+0.1
+3.9
+34.0
2018
+1.2
-3.1
-2.9
+6.4
+0.3
-2.1
+4.8
+0.0
-8.1
-5.6
+7.6
-0.2
-2.9
2019
-2.7
-1.1
+7.8
+1.4
+3.7
-0.3
-6.1
+1.4
+8.0
+3.7
-0.1
+2.2
+18.4
2020
+0.6
-3.8
-20.8
+14.5
-3.9
+6.3
+5.0
+1.6
-0.1
+5.4
+11.1
+6.3
+18.8
2021
-2.2
+5.6
+1.1
-0.8
+6.3
+1.4
-0.3
+7.3
+0.9
-0.1
-4.2
+0.5
+16.0
2022
-1.6
-4.9
+2.9
-1.6
+0.1
-4.9
+9.0
+6.1
-3.1
+4.3
+1.7
-3.7
+3.1
2023
-4.9
-0.3
+0.2
+4.6
+4.4
+4.4
+1.5
+0.5
-0.1
-0.9
+8.0
+1.8
+20.2
2024
+4.0
-1.2
+1.5
+3.8
+0.4
+7.3
+6.0
+4.7
+1.0
-8.7
-1.8
-1.9
+14.9
2025
-9.5
-12.6
+8.4
+0.7
+12.5
+1.1
-1.4
-3.8
+0.9
+5.4
+0.0
+0.2
-0.6
2026
-3.7
+1.4
-7.9
+13.4
+3.6
+5.1
+3.5
+6.5
+22.4
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard