55
FocusedHold
Motilal Oswal Focused
Motilal Oswal · Direct–Growth · rank #11 of 28 by Smart Score
Data updated
Trailing returns
1 Year
22.9%
+27.6% vs index
3 Years
14.1%
+4.7% vs index
5 Years
10.3%
+2.4% vs index
Since launch
14.7%
Year-by-year performance
2021
+16.0%-14.6% vs index
2022
+3.1%-0.6% vs index
2023
+20.2%-6.3% vs index
2024
+14.9%-0.7% vs index
2025
-0.6%-8.3% vs index
2026
+21.6%+27.6% vs index
Why this score
Motilal Oswal Focused scores 55/100 — #11 of 28 Focused fund (Hold). It stands out for 3y return and alpha — beating 76% of peers on 3y return. The main drag is its volatility (better than only 5% of peers).
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
3Y return14.09% · 76th percentile in category
Volatility19.69 · 5th percentile in category
Expense ratio1.66% · 6th percentile in category
Alpha4.81 · 80th percentile in category
1Y return22.91% · 98th percentile in category
Sharpe ratio0.53 · 66th percentile in category
Top holdings
1.ICICI Prudential Asset Management Company Ltd.3.86%
2.Sansera Engineering Ltd3.81%
3.Coforge Ltd3.71%
4.State Bank of India3.71%
5.Syrma SGS Technology Ltd3.67%
30 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.