Focused · Equity
Motilal Oswal Focused Fund - Direct Plan - Payout/Reinvestment
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.07
Return per unit of risk · rf 6.5%
Sortino (3Y)
0.08
Downside-only Sharpe
Max Drawdown
-39.0%
Peak-to-trough · full history
Vol (3Y)
17.9%
Annualised σ of daily returns
Positive Days
55%
Smoothness proxy
This fund has delivered weak risk-adjusted returns over the last 3 years (Sharpe 0.07). Its worst peak-to-trough drop over the full history was 39.0% (large drawdowns) between 2020-02-12 and 2020-03-23. About 55% of trading days closed up. Profile: risk-on with weak risk-adjusted return.
YTD
+14.4%
Calendar YTD
1 Year
+15.6%
Trailing 12 mo
3 Year
+6.9%
CAGR
5 Year
+3.2%
CAGR
10 Year
+5.2%
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 2551 windows
- Best window CAGR
- +21.24%
- Median CAGR
- +5.50%
- Avg CAGR
- +5.96%
- Worst window CAGR
- -9.99%
- Positive windows
- 92.0%
5-Year Rolling Windows
- Sample size
- 2058 windows
- Best window CAGR
- +16.28%
- Median CAGR
- +5.45%
- Avg CAGR
- +5.28%
- Worst window CAGR
- -4.32%
- Positive windows
- 95.5%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Focused
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Invesco India Focused Fund
Invesco Mutual Fund
|
+2.7% | +21.5% | +15.3% | — |
|
ITI Focused Fund
ITI Mutual Fund
|
+6.8% | +17.8% | — | — |
|
ICICI Prudential Focused Fund
ICICI Prudential Mutual Fund
|
-0.6% | +16.6% | +15.5% | — |
|
Bandhan Focused Fund
Bandhan Mutual Fund
|
+4.0% | +15.7% | +12.9% | — |
|
SBI Focused Fund
SBI Mutual Fund
|
+10.4% | +15.4% | +11.7% | — |
|
HDFC Focused Fund
HDFC Mutual Fund
|
-2.2% | +15.0% | +18.3% | — |
|
Motilal Oswal Focused Fund - Direct Plan - Payout/Reinvestment (this fund)
Motilal Oswal Mutual Fund
|
+15.6% | +6.9% | +3.2% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.