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Motilal Oswal Focused Fund Direct - IDCW Payout/Reinvestment

Motilal Oswal · International
High
₹23.66
Current NAV
25 Jun 2026
29.5%
1Y Return
14.5%
3Y CAGR
19.5%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.95%.
  • Very large asset base (AUM: ₹18,100 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.05
Sharpe Ratio
0.95
Beta
1.55
Alpha
1.42
Sortino
Fund Details
Fund House Motilal Oswal
Category International
AUM ₹18100 Cr
Expense Ratio 0.95%
Min SIP ₹500
Min Lumpsum ₹1000
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