What is the 5-year rolling return of Motilal Oswal Focused Fund?

Across 2,077 overlapping 5-year holding periods between 15 May 2013 and 16 October 2026, the Direct plan of Motilal Oswal Focused Fund returned an average of 13.32% a year, with a median of 13.53%. The best 5-year stretch returned 22.92% a year and the worst returned 1.49%.

Has Motilal Oswal Focused Fund ever lost money over 5 years?

No. Every one of the 2,077 5-year holding periods in this fund's history ended in profit. The weakest returned 1.49% a year, for someone who invested on 23 March 2015. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Motilal Oswal Focused Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 13.32% a year on the Direct plan against 11.91% on the Regular plan, a difference of 1.41% a year.

What is the 1-year rolling return of Motilal Oswal Focused Fund?

Across 3,061 overlapping 1-year holding periods between 15 May 2013 and 16 October 2026, the Direct plan of Motilal Oswal Focused Fund returned an average of 15.87% a year, with a median of 13.31%. The best 1-year stretch returned 83.58% a year and the worst returned -17.42%.

What is the 3-year rolling return of Motilal Oswal Focused Fund?

Across 2,570 overlapping 3-year holding periods between 15 May 2013 and 16 October 2026, the Direct plan of Motilal Oswal Focused Fund returned an average of 13.76% a year, with a median of 13.66%. The best 3-year stretch returned 27.15% a year and the worst returned -2.64%.

What is the 7-year rolling return of Motilal Oswal Focused Fund?

Across 1,581 overlapping 7-year holding periods between 15 May 2013 and 16 October 2026, the Direct plan of Motilal Oswal Focused Fund returned an average of 13.41% a year, with a median of 13.28%. The best 7-year stretch returned 18.94% a year and the worst returned 8.93%.

What is the 10-year rolling return of Motilal Oswal Focused Fund?

Across 843 overlapping 10-year holding periods between 15 May 2013 and 16 October 2026, the Direct plan of Motilal Oswal Focused Fund returned an average of 13.64% a year, with a median of 13.33%. The best 10-year stretch returned 16.89% a year and the worst returned 9.02%.

Motilal Oswal Mutual Fund

Motilal Oswal Focused Fund — rolling returns

Focused · NAV data as of 16 October 2026

3,304 daily NAV records since 15 May 2013

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 2,077 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

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Another fund

Index or category average

Direct plan · showing data from 15 May 2013 to 16 October 2026

Average rolling return

13.32%

Windows computed

2,077

Median return

13.53%

Standard deviation

3.54%

Best 5-year window

22.92%a year

Invested 28 Aug 2013 · exited 28 Aug 2018

Worst 5-year window

1.49%a year

Invested 23 Mar 2015 · exited 23 Mar 2020

Consistency — share of 5-year windows

Above 0%: 100.0% (2,077 of 2,077)
Above 8%: 93.6% (1,945 of 2,077)
Above 12%: 57.8% (1,200 of 2,077)
Above 15%: 40.7% (845 of 2,077)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 417 of 2,077 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Motilal Oswal Focused Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	15.87%	13.76%	13.32%	13.41%	13.64%
Median	13.31%	13.66%	13.53%	13.28%	13.33%
Minimum	-17.42%	-2.64%	1.49%	8.93%	9.02%
Maximum	83.58%	27.15%	22.92%	18.94%	16.89%
Std deviation	17.84%	4.58%	3.54%	1.90%	1.90%
Consistency
Above 0%	77.82%	99.77%	100.00%	100.00%	100.00%
Above 8%	61.91%	92.14%	93.64%	100.00%	100.00%
Above 12%	53.12%	65.68%	57.78%	77.86%	78.29%
Above 15%	46.81%	32.80%	40.68%	20.81%	39.03%
Coverage
Windows computed	3,061	2,570	2,077	1,581	843

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.41% a year more than Regular.

5-year rolling returns for Motilal Oswal Focused Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	13.32%	11.91%
Best window	22.92%from 28 Aug 2013	21.21%from 28 Aug 2013
Worst window	1.49%from 23 Mar 2015	0.19%from 23 Mar 2015
Windows computed	2,077	2,077

Common questions about Motilal Oswal Focused Fund

What is the 5-year rolling return of Motilal Oswal Focused Fund?: Across 2,077 overlapping 5-year holding periods between 15 May 2013 and 16 October 2026, the Direct plan of Motilal Oswal Focused Fund returned an average of 13.32% a year, with a median of 13.53%. The best 5-year stretch returned 22.92% a year and the worst returned 1.49%.
Has Motilal Oswal Focused Fund ever lost money over 5 years?: No. Every one of the 2,077 5-year holding periods in this fund's history ended in profit. The weakest returned 1.49% a year, for someone who invested on 23 March 2015. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Motilal Oswal Focused Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 13.32% a year on the Direct plan against 11.91% on the Regular plan, a difference of 1.41% a year.
What is the 1-year rolling return of Motilal Oswal Focused Fund?: Across 3,061 overlapping 1-year holding periods between 15 May 2013 and 16 October 2026, the Direct plan of Motilal Oswal Focused Fund returned an average of 15.87% a year, with a median of 13.31%. The best 1-year stretch returned 83.58% a year and the worst returned -17.42%.
What is the 3-year rolling return of Motilal Oswal Focused Fund?: Across 2,570 overlapping 3-year holding periods between 15 May 2013 and 16 October 2026, the Direct plan of Motilal Oswal Focused Fund returned an average of 13.76% a year, with a median of 13.66%. The best 3-year stretch returned 27.15% a year and the worst returned -2.64%.
What is the 7-year rolling return of Motilal Oswal Focused Fund?: Across 1,581 overlapping 7-year holding periods between 15 May 2013 and 16 October 2026, the Direct plan of Motilal Oswal Focused Fund returned an average of 13.41% a year, with a median of 13.28%. The best 7-year stretch returned 18.94% a year and the worst returned 8.93%.
What is the 10-year rolling return of Motilal Oswal Focused Fund?: Across 843 overlapping 10-year holding periods between 15 May 2013 and 16 October 2026, the Direct plan of Motilal Oswal Focused Fund returned an average of 13.64% a year, with a median of 13.33%. The best 10-year stretch returned 16.89% a year and the worst returned 9.02%.

Compare with other funds

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.