Focused Fund · head to head · AMFI NAVs
Motilal Oswal Focused Fund vs Quant Focused Fund: SIP returns compared
Same ₹10,000 monthly SIP, same dates, Direct plans: over the last 5 years Motilal Oswal Focused Fund is worth ₹8.43 L (XIRR 14.0%) and Quant Focused Fund ₹7.97 L (XIRR 11.6%) — Motilal Oswal Focused Fund ahead by ₹46,257. Across every 5-year SIP since Jun 2013, Motilal Oswal Focused Fund finished ahead in 25 of 101 and Quant Focused Fund in 76.
Historical simulation on actual NAVs — not a forecast and not investment advice. Disclaimer
Motilal Oswal Focused Fund: invested — over — instalments; valued at NAV of —:
| Year | Invested | Motilal Oswal Focused Fund value | XIRR to date |
|---|
₹10,000 a month in each: what it became
Each row is a monthly SIP ending today (1 Oct 2026), Direct plans. Post-tax assumes everything is redeemed today with no other capital gains this year.
| SIP period | Invested | Motilal Oswal Focused Fund | XIRR | Quant Focused Fund | XIRR | Post-tax (both) |
|---|---|---|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1.38 L | 34.6% | ₹1.25 L | 9.2% | ₹1.34 L / ₹1.24 L |
| 3 years | ₹3,60,000 | ₹4.42 L | 14.6% | ₹3.91 L | 5.8% | ₹4.38 L / ₹3.90 L |
| 5 years | ₹6,00,000 | ₹8.43 L | 14.0% | ₹7.97 L | 11.6% | ₹8.27 L / ₹7.87 L |
| 10 years | ₹12,00,000 | ₹23.99 L | 13.5% | ₹26.76 L | 15.5% | ₹22.66 L / ₹25.10 L |
Every 5-year SIP, head to head
We started the same SIP in both funds in every month both have NAVs for — 101 SIPs, the first starting Jun 2013. Motilal Oswal Focused Fund finished ahead in 25% of them; the median gap was 5.3 percentage points a year in Quant Focused Fund's favour.
Downside on the same dates: Motilal Oswal Focused Fund's worst 5-year SIP returned -0.6% a year (started Apr 2015) and 1 of 101 lost money; Quant Focused Fund's worst returned -6.1% (started Apr 2015) and 2 lost money.
XIRR of every 5-year monthly SIP by the month it started. Gap = Motilal Oswal Focused Fund minus Quant Focused Fund, percentage points a year.
| Window | SIPs compared | Ahead (Motilal / Quant) | Median gap | Worst gap | Best gap |
|---|---|---|---|---|---|
| 3-year SIPs | 125 | 31% / 69% | -4.6 pp | -17.7 ppstarted May 2019 | +10.0 ppstarted Mar 2017 |
| 5-year SIPs | 101 | 25% / 75% | -5.3 pp | -13.5 ppstarted Mar 2019 | +6.4 ppstarted Mar 2015 |
Against an index fund, and the cost of the Regular plan
- Motilal Oswal Focused Fund beat a plain Nifty 500 index fund in 16% of 49 rolling 3-year SIPs (median gap -4.5 pp a year) — Motilal Oswal Focused Fund vs Nifty 500 index fund.
- Motilal Oswal Focused Fund: the Regular plan of the same 10-year SIP ended ₹1,59,846 below Direct.
- Quant Focused Fund beat a plain Nifty 500 index fund in 76% of 49 rolling 3-year SIPs (median gap +4.0 pp a year) — Quant Focused Fund vs Nifty 500 index fund.
- Quant Focused Fund: the Regular plan of the same 10-year SIP ended ₹2,45,466 below Direct.
Questions
Which has given better SIP returns, Motilal Oswal Focused Fund or Quant Focused Fund?
Over the last 5 years a ₹10,000 monthly SIP (Direct plans) is worth ₹8.43 L in Motilal Oswal Focused Fund (XIRR 14.0%) and ₹7.97 L in Quant Focused Fund (XIRR 11.6%). Past returns don't tell you which will do better next.
Has Motilal Oswal Focused Fund beaten Quant Focused Fund consistently?
In 25% of 101 rolling 5-year SIPs started on the same dates (from Jun 2013), Motilal Oswal Focused Fund ended ahead of Quant Focused Fund (Direct plans). The median difference was -5.3 percentage points a year.
Where does this data come from?
Official daily NAVs published by AMFI. SIP instalments fall on the first business day of each month; both funds are compared on identical dates. Updated monthly.
Comparison on official AMFI NAVs, SIP on the first business day of each month, identical dates for both funds. It shows what happened, not which fund to buy — past performance does not indicate future returns. sipcalculatorhub.com is not a SEBI-registered investment adviser. Methodology.
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