Motilal Oswal Focused Fund leads focused mutual funds in one-year CAGR returns; delivers 13.9% gain
Motilal Oswal Focused Fund delivered 13.9% CAGR returns over the last one year and 11.4% CAGR over three years, according to ACE MF data on July 6.
Moneycontrol Desk
July 07, 2026 / 13:17 IST
Motilal Oswal Focused Fund currently leads the focused mutual fund category with a one-year CAGR return of 13.9 percent. It is followed by SBI Focused Fund and Kotak Focused Fund, which delivered returns of 10.4 percent and 8.5 percent, respectively, over the same period, according to ACE MF data on July 6.
The ranking considers only schemes with assets under management of at least Rs 1,500 crore. Among the top five funds that meet this criterion, SBI Focused Fund has the largest corpus at Rs 46,623.4 crore.
The benchmark comparison is also important. Motilal Oswal Focused Fund was ahead of its benchmark by 9.5 percentage points on a one-year basis, with the benchmark returning 4.4%. It was also trailed its benchmark by 5.4 percentage points on a three-year basis, with the benchmark returning 16.8%.
The order changes on a one-month basis. ICICI Pru Focused Equity Fund delivered the strongest return among these five schemes at 8.2 percent.
The three-month return table also has Motilal Oswal Focused Fund in front, with the fund delivering 21.9 percent.
The three-year ranking gives a different reading. ICICI Pru Focused Equity Fund is ahead on this measure with a return of 18.8 percent.
Return rankings across mutual funds can shift when the comparison window changes. This makes it useful to read the headline return along with shorter and longer return periods.
Table: Top 5 focused funds by one-year CAGR return
| Fund name | 1-year return (%) | AUM (Rs crore) | 1-month return (%) | 3-month return (%) | 6-month return (%) | 3-year return (%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Focused Fund | 13.9 | 1,557.2 | 5.9 | 21.9 | 10.9 | 11.4 |
| SBI Focused Fund | 10.4 | 46,623.4 | 3.5 | 13.4 | 2.3 | 16.1 |
| Kotak Focused Fund | 8.5 | 4,118.0 | 7.0 | 12.9 | 0.8 | 15.6 |
| HSBC Focused Fund | 4.7 | 1,679.4 | 4.3 | 12.6 | 0.8 | 14.3 |
| ICICI Pru Focused Equity Fund | 4.6 | 16,147.2 | 8.2 | 12.4 | -2.4 | 18.8 |
Note: The ranking considers only schemes with minimum assets under management of Rs 1,500 crore. Returns and AUM are according to ACE MF data on July 6. One-year and three-year returns are CAGR; one-month, three-month and six-month returns are absolute returns. AUM is in Rs crore.
What is a focused fund?
Funds in the focused fund category should be assessed against schemes with similar investment mandates. Return comparisons across unrelated categories may not be meaningful because risk, asset allocation and portfolio strategy can differ sharply.