Investment Objective and Approach

The scheme seeks to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential. The scheme invests in upto 25 companies with long term sustainable competitive advantage and growth potential.

The fund follows Motilal Oswal Asset Management Company's QGLP philosophy, which focuses on:

- Quality: Businesses with strong fundamentals and competitive moats

- Growth: Companies with high and sustainable profit growth path

- Longevity: Firms with durable competitive advantages

- Price: Fair valuations for attractive risk-return trade-off

The fund focuses on investing in businesses which are on a high and sustainable profit growth path. In the long term, stock prices are slaves of earnings. Hence higher and sustainable growth leads to better long term compounding.

Fund Managers

The fund is managed by experienced investment professionals from Motilal Oswal AMC:

- Niket Shah: MBA in Finance with extensive midcap research experience. Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd.

- Ajay Khandelwal: MBA and Bachelor of Engineering. Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.

The fund managers follow a disciplined investment approach combining rigorous fundamental analysis with systematic risk management frameworks.

About the Fund House (AMC)

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a Mumbai-based AMC, which is the designated Investment Manager of Motilal Oswal Mutual Fund. It was incorporated in 2008 under the Companies Act of 1956. It is also registered as a Portfolio Manager under the SEBI (Portfolio Managers) Regulations, 1993.

The AMC is promoted and sponsored by Motilal Oswal Financial Services Ltd. (MOFSL). Motilal Oswal Mutual Fund is a premier AMC with active operations in over 600 locations across the country. With over 9 Lakh registered clients and over 2400 office premises, Motilal Oswal has a diversified portfolio of financial services under its belt.

Key statistics about the AMC as of 2025:

- Total AUM: ₹45,993.97 Crore

- Offers 34 schemes across various categories, including 14 equity, 5 debt, and 5 hybrid mutual funds

- AUM size of Rs. 1,09,736 Cr as on 30 Jun 2025

The parent company MOFSL was established in May 2005 and commenced its operations from June of the same year. They offer a wide range of financial services and products including but not limited to retail brokerage, private wealth management, investment banking, currency broking as well as the distribution of institutional asset management.

Should I Invest in Motilal Oswal Focused Fund?

This fund may be suitable for investors who:

Pros:

- Seek long-term capital appreciation through focused equity investing

- Are comfortable with a concentrated portfolio of 25-30 high-conviction stocks

- Want exposure to companies with sustainable competitive advantages

- Have a long-term investment horizon (5+ years)

- Can tolerate moderate to high volatility

Considerations:

- Exit load of 1%, if redeemed within 365 days

- Higher risk due to concentrated portfolio approach

- Expense ratio of 1.05% as of 3rd April 2025

- Performance depends on fund managers' stock selection skills

Investment Requirements:

- Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500

The fund's focused approach means higher concentration risk compared to diversified large-cap funds, but it also offers potential for higher returns through careful stock selection.

FAQs

What is today's NAV of Motilal Oswal Focused Fund?

The NAV changes daily based on market conditions. You can check the latest NAV on Allvest platform or the fund's official website.

What is the AUM of Motilal Oswal Focused Fund?

The AUM (assets under management) of Motilal Oswal Focused Fund is ₹1306.57 Cr as of 3rd April 2025.

What is the expense ratio of Motilal Oswal Focused Fund?

The expense ratio of Motilal Oswal Focused Fund is 1.05% as of 3rd April 2025.

What are the returns of Motilal Oswal Focused Fund since inception?

The fund's returns vary based on market conditions. Check Allvest for updated performance data across different time periods.

What is the minimum SIP amount to invest in Motilal Oswal Focused Fund?

Minimum SIP Investment is set to ₹500.

How do I invest in Motilal Oswal Focused Fund?

You can invest in this fund through Allvest by completing your KYC, selecting the fund, and choosing your investment amount and mode (SIP/lumpsum).

How to start a SIP in Motilal Oswal Focused Fund?

Create an account on Allvest, complete KYC verification, select the fund, choose SIP option, set your monthly investment amount (minimum ₹500) and start date.

How do I automate an SIP in Motilal Oswal Focused Fund?

After setting up SIP on Allvest, enable auto-debit from your bank account to ensure seamless monthly investments without manual intervention.

How can I withdraw/redeem my investment in Motilal Oswal Focused Fund?

You can redeem your investment through Allvest platform anytime. Note that exit load of 1% applies if redeemed within 365 days.