Motilal Oswal Focused Fund Direct Growth

Scheme code: INF247L01189 NAV value: ₹ 47.4531 NAV date: 19 March, 2026 TER: 0.97%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Focused Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-22.09	83.58	12.73	15.75	11.31
3 year	-2.64	26.42	13.75	13.82	16.76
5 year	1.49	22.92	14.19	13.57	15.84
7 year	8.93	18.93	13.31	13.42	14.78
10 year	9.02	16.89	14.57	13.78	15.69
12 year	13.09	15.61	14.63	14.56	16.89

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	15.75
3 year	6.28	30.95	15.04	13.82
5 year	8.38	26.02	14.22	13.57
7 year	10.18	15.62	12.93	13.42
10 year	11.42	12.93	12.18	13.78
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	15.75
3 year	6.56	19.64	13.57	13.82
5 year	9.22	12.29	10.75	13.57

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	15.75
3 year	7.68	21.49	15.06	13.82
5 year	10.37	13.5	11.93	13.57

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	15.75
3 year	8.04	32.03	17.81	13.82
5 year	8.18	28.64	15.34	13.57
7 year	10.64	16.42	13.77	13.42
10 year	12.56	14.06	13.31	13.78

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,84,055 - Absolute Returns: ₹84,055 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,60,399 - Absolute Returns: ₹7,60,399 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹82,13,451 - Absolute Returns: ₹22,13,451 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,33,41,557 - Absolute Returns: ₹49,41,557 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,37,36,278 - Absolute Returns: ₹1,17,36,278 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,09,76,949 - Absolute Returns: ₹1,65,76,949 - CAGR: %

Drawdown Metrics

Max Drawdown

-34.55 %

Drawdown Duration

1 months

Recovery Time

8 months

Avg Drawdown

-5.89 %

Calmar Ratio by Duration

1 Y

0.4558

3 Y

0.4

5 Y

0.3928

7 Y

0.3884

10 Y

0.3988

12 Y

0.4214

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	9.40	1.04	103.8	91.4	13.29 %	4.00 %
3 years	-0.57	0.95	93.0	91.9	10.48 %	11.28 %
5 years	-1.84	0.92	89.7	90.5	7.37 %	9.44 %
7 years	0.52	0.90	88.9	87.2	10.85 %	10.74 %
10 years	0.83	0.90	89.0	86.9	12.33 %	12.06 %
12 years	0.52	0.90	89.0	86.9	10.17 %	10.00 %
15 years	0.27	0.90	89.0	86.9	8.05 %	7.92 %