MonitorDirect · Growth
Motilal Oswal Focused Fund
Motilal Oswal Mutual FundEquity Scheme - Focused Fund13.3 years
The Scheme seeks to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential.
- NAV
- 62.4122
- 15 Sept 2026
- 1Y
- +22.9%
- Trailing CAGR
- Upside capture
- +99%
- Vs NIFTY 500 TRI
- Downside capture
- +96%
- Lower is better
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+22.9%
- 3Y+13.2%
- 5Y+10.1%
- 10Y+13.1%
- SI+14.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+35.0%
- 3Y+15.2%
- 5Y+14.2%
- 10Y+13.7%
- Since inception
- +14.7%
- Calendar-day CAGR
- Excess 1Y
- +19.8%
- Category median, same plan and option
- 3Y win rate
- +29%
- Windows beating the median
- 3Y percentile
- 69
- Vs comparable share classes
- Worst rolling 3Y
- -2.6%
- 2549 daily-ending windows
- Median rolling 3Y
- +13.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2055 daily-ending windows
- SIP 3Y XIRR
- +15.2%
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 15 Sept 2026.
- 1Y excess
- +25.2%
- Fund minus TRI
- 3Y excess
- +3.8%
- Fund minus TRI
- Upside capture
- +99%
- Benchmark-up months
- Downside capture
- +96%
- Lower is better
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 18 days
- 149 recovered episodes
- Longest recovery
- 518 days
- Trough to prior peak
- Current spell
- 4 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
12 Feb 2020 – 4 Nov 2020
Trough 23 Mar 2020 · recovered in 226 days
-34.6%
13 Sept 2024 – 3 Aug 2026
Trough 3 Mar 2025 · recovered in 518 days
-31.3%
19 Aug 2015 – 31 Aug 2016
Trough 25 Feb 2016 · recovered in 188 days
-20.6%
9 Nov 2021 – 13 Sept 2022
Trough 17 Jun 2022 · recovered in 88 days
-17.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
69
Vs category
100
Consistency
35
Risk-adjusted
56
Drawdown
14
Mean
55
Portfolio
31 Aug 2026 · 32 holdings · top 10 are 41.7%.
- Top 5
- 23.0%
- Top 10
- 41.7%
- Largest holding
- 4.3%
- Effective holdings
- 30.9
AU Small Finance Bank Ltd
Financial
4.3%
Repo
Unspecified
4.1%
Coforge Ltd
Technology
3.9%
ICICI Prudential Asset Management Company Ltd.
Financial
3.8%
Apollo Hospitals Enterprise Ltd
Healthcare
3.7%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
ITI Focused Fund
ITI Mutual Fund
- 1Y
- +12.0%
- 3Y
- +18.1%
- Vol
- 15.6%
- Max DD
- -18.4%
- Sharpe
- 0.89
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Old Bridge Focused Fund
Old Bridge Mutual Fund
- 1Y
- +14.1%
- 3Y
- n/a
- Vol
- 16.2%
- Max DD
- -18.9%
- Sharpe
- 0.49
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
SBI FOCUSED FUND
SBI Mutual Fund
- 1Y
- +12.8%
- 3Y
- +15.4%
- Vol
- 13.6%
- Max DD
- -32.7%
- Sharpe
- 0.77
- 3Y win
- +65%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Bandhan Focused Fund
Bandhan Mutual Fund
- 1Y
- +4.8%
- 3Y
- +15.1%
- Vol
- 16.3%
- Max DD
- -37.5%
- Sharpe
- 0.53
- 3Y win
- +45%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
Edelweiss Focused Fund
Edelweiss Mutual Fund
- 1Y
- -1.3%
- 3Y
- +11.4%
- Vol
- 13.8%
- Max DD
- -17.1%
- Sharpe
- 0.65
- 3Y win
- +93%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns