Motilal Oswal Focused Fund - Direct Plan - Growth
code 122389 Focused Fund direct plan · growth NAVs 2013-05-15 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2013-05-15, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 2.26% | -1.65% | -6.04% | 4.40% | 2026-10-09 → 2026-11-09 |
| 3M | 4.90% | 9.14% | -3.61% | 12.75% | 2026-08-07 → 2026-11-09 |
| 6M | 17.89% | 31.64% | 5.81% | 25.83% | 2026-05-08 → 2026-11-09 |
| 1Y | 25.56% | 27.20% | -1.79% | 29.00% | 2025-11-07 → 2026-11-09 |
| 3Y | 15.25% | 14.64% | 9.55% | 5.09% | 2023-11-09 → 2026-11-09 |
| 5Y | 10.77% | 10.44% | 9.02% | 1.42% | 2021-11-09 → 2026-11-09 |
| 7Y | 14.06% | 13.95% | 14.12% | -0.17% | 2019-11-08 → 2026-11-09 |
| 10Y | 13.52% | 13.33% | 12.86% | 0.46% | 2016-11-09 → 2026-11-09 |
| since inception | 14.79% | 14.65% | 13.32% | 1.32% | 2013-05-15 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 46.41% | 7.28% | 4.23% | 34.04% | -2.91% | 18.40% | 18.82% | 15.98% | 3.15% | 20.19% | 14.94% | -0.60% |
| benchmark | 39.30% | 0.22% | 5.12% | 37.65% | -2.14% | 8.97% | 17.89% | 31.60% | 4.25% | 26.91% | 16.24% | 7.76% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 3,043 | 15.78% | 13.08% | -21.99% | 83.58% | 78% | 41% |
| 3 years | 2,555 | 13.75% | 13.60% | -2.64% | 26.34% | 100% | 43% |
| 5 years | 2,061 | 13.34% | 13.54% | 1.49% | 22.91% | 100% | 41% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 14.44% | 10.21% | 12.75% |
| volatility | 19.71% | 17.29% | 17.56% |
| max drawdown | -31.25% | -31.25% | -34.55% |
| downside deviation | 12.78% | 11.28% | 11.76% |
| Sharpe ratio | 0.48 | 0.32 | 0.47 |
| Sortino ratio | 0.75 | 0.49 | 0.70 |
| Calmar ratio | 0.46 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Category: Focused Fund
Overall ★★★☆☆ (3y ★★★☆☆ · 5y ★★★☆☆ · 10y ★★★☆☆) · as of 2026-10 · 161 months of history
| percentile rank (1 = best) | 3 years of 27 funds | 5 years of 22 funds | 10 years of 13 funds |
|---|---|---|---|
| return | 24th | 53rd | 50th |
| volatility | 100th | 96th | 50th |
| Sharpe | 35th | 67th | 59th |
| Sortino | 31st | 67th | 59th |
| worst fall | 100th | 100th | 25th |
| risk-adjusted return (MRAR) | 39th | 67th | 59th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.