{"id":243262,"date":"2026-09-11T10:50:22","date_gmt":"2026-09-11T05:20:22","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/motilal-oswal-focused-fund-direct-growth-review-2026\/"},"modified":"2026-09-11T10:50:22","modified_gmt":"2026-09-11T05:20:22","slug":"motilal-oswal-focused-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/motilal-oswal-focused-fund-direct-growth-review-2026\/","title":{"rendered":"Motilal Oswal Focused Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-focused-fund-g-direct-plan\">Motilal Oswal Focused Fund Direct Growth Plan<\/a> had a NAV of \u20b963.8375 as of 10 Sep 2026 and a scheme AUM of \u20b91,827 Cr. Its 1-year, 3-year and 5-year returns are 27.62%, 14.11% and 10.76%, and it sits in the High Risk category. Our view is that the fund has shown strong shorter-term momentum while its longer-term compounding has been steadier, which may suit investors who can accept equity volatility and want a focused portfolio rather than a broadly diversified one.<\/p>\n<p>The portfolio carries meaningful stock-specific weight and a notable cash-like allocation through Triparty Repo. In our view, that combination can support active positioning, but it also means outcomes may be shaped more by a smaller set of holdings than by a wide market basket.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-focused-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-focused-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-focused-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Motilal_Oswal_Focused\" title=\"Should you BUY or HOLD Motilal Oswal Focused?\">Should you BUY or HOLD Motilal Oswal Focused?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-focused-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-focused-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-focused-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-focused-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-focused-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-focused-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-focused-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-focused-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b963.8375 as of 10 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b91,827 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>1.02%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>13 May 2013<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9500<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>1% on or before 365D, Nil after 365D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Ankit Agarwal, Varun Sharma, Rakesh Shetty, Swapnil P Mayekar<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Ankit Agarwal, Varun Sharma, Rakesh Shetty, and Swapnil P Mayekar.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>2.52%<\/td>\n<td>-4.06%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>18.61%<\/td>\n<td>1.37%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>27.62%<\/td>\n<td>-7.31%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>14.11%<\/td>\n<td>6.07%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>10.76%<\/td>\n<td>5.91%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The recent numbers point to a strong recovery pattern. Over the past month, the fund was positive while the benchmark was negative, and the gap widened further over three months and one year. That tells us the strategy has done much better in the latest market phase than the benchmark index.<\/p>\n<p>The longer view is still constructive, but it is less dramatic than the one-year picture. The 3-year return remains comfortably above the benchmark, while the 5-year return is also ahead, though by a more modest margin. That suggests the fund has not relied only on a short burst of performance; it has also created a positive longer-run record.<\/p>\n<p>The daily path of returns has not been straight. The pattern suggests periods of softness, recovery and renewed strength rather than a smooth upward climb, which is normal for a concentrated equity strategy. For investors, that means the fund has rewarded patience, but it has also shown enough fluctuation to demand a higher tolerance for short-term swings.<\/p>\n<p>Relative to Nifty 50, the fund is ahead across every tracked period here. The recent lead is especially wide at 1 year, while the 3-year and 5-year edges are narrower. In our view, that combination matters because it shows both cyclical outperformance and a longer-term advantage rather than just a single strong patch.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Motilal_Oswal_Focused\"><\/span>Should you BUY or HOLD Motilal Oswal Focused?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Motilal Oswal Focused? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-focused-fund-g-direct-plan\">Motilal Oswal Focused Fund Direct Growth Plan<\/a><\/td>\n<td>27.62%<\/td>\n<td>14.11%<\/td>\n<td>10.76%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/old-bridge-focused-fund-g-direct-plan\">Old Bridge Focused Fund Direct Growth Plan<\/a><\/td>\n<td>18.27%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/sbi-focused-fund-g-direct-plan\">SBI Focused Fund Direct Growth Plan<\/a><\/td>\n<td>12.99%<\/td>\n<td>15.77%<\/td>\n<td>12.23%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/iti-focused-fund-g-direct-plan\">ITI Focused Fund Direct Growth Plan<\/a><\/td>\n<td>12.49%<\/td>\n<td>18.70%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/quant-focused-fund-g-direct-plan\">Quant Focused Fund Direct Growth Plan<\/a><\/td>\n<td>11.83%<\/td>\n<td>13.14%<\/td>\n<td>13.75%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639. The current fund stands out on the 1-year figure, where it is ahead of every peer shown here. Over 3 years, SBI Focused Fund Direct Growth Plan is higher, while ITI Focused Fund Direct Growth Plan also exceeds it on the available 3-year number. On 5 years, Quant Focused Fund Direct Growth Plan and SBI Focused Fund Direct Growth Plan both edge it out, so the longer-run picture is more mixed than the recent one.<\/p>\n<p>That split matters for interpretation. The fund\u2019s recent strength is clear, but the peer set shows that its 3-year and 5-year returns are not uniformly the highest among comparable focused funds. In our view, the comparison points to a fund that has been particularly strong lately, while other peers have matched or exceeded it over longer horizons.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Triparty Repo<\/td>\n<td>Cash &amp; Cash Equivalents and Net Assets<\/td>\n<td>6.14%<\/td>\n<\/tr>\n<tr>\n<td>Rubicon Research Limited<\/td>\n<td>Domestic Equities<\/td>\n<td>4.56%<\/td>\n<\/tr>\n<tr>\n<td>AU Small Finance Bank Limited<\/td>\n<td>Bank<\/td>\n<td>4.45%<\/td>\n<\/tr>\n<tr>\n<td>Apollo Hospitals Enterprise Limited<\/td>\n<td>Healthcare<\/td>\n<td>4.00%<\/td>\n<\/tr>\n<tr>\n<td>ICICI Prudential Asset Management Company Limited<\/td>\n<td>Domestic Equities<\/td>\n<td>3.86%<\/td>\n<\/tr>\n<tr>\n<td>Indusind Bank Limited<\/td>\n<td>Bank<\/td>\n<td>3.80%<\/td>\n<\/tr>\n<tr>\n<td>One 97 Communications Limited<\/td>\n<td>IT<\/td>\n<td>3.78%<\/td>\n<\/tr>\n<tr>\n<td>Titan Company Limited<\/td>\n<td>Diamond &amp; Jewellery<\/td>\n<td>3.75%<\/td>\n<\/tr>\n<tr>\n<td>Aditya Infotech Limited<\/td>\n<td>Domestic Equities<\/td>\n<td>3.73%<\/td>\n<\/tr>\n<tr>\n<td>Coforge Limited<\/td>\n<td>IT<\/td>\n<td>3.62%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest disclosed holding is Triparty Repo at 6.14%, so the portfolio begins with a meaningful liquidity-style position rather than a single dominant equity bet. The tenth holding, Coforge Limited, stands at 3.62%, which shows that the top positions do not taper off sharply; the weights stay relatively close together across the first ten names.<\/p>\n<p>The top 10 holdings together account for approximately 41.69% of the portfolio. With 31 holdings disclosed in total, that suggests a fairly extended tail beyond the names shown here, but the portfolio is still shaped by a meaningful core. Our view is that this structure may provide some balance between conviction and diversification, while still allowing a handful of positions to matter more than the rest.<\/p>\n<p>Because the holdings are spread across banks, healthcare, IT, consumer and other businesses, the fund may have multiple ways to participate in market moves. At the same time, the stock selection is focused enough that individual positions could influence performance more than in a very broad diversified fund.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-focused-fund-g-direct-plan\">Motilal Oswal Focused Fund Direct Growth Plan<\/a> page<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund is best suited to investors who are comfortable with High Risk equity exposure and can stay invested for at least several years. The 1-year return has been much stronger than the benchmark, but the 3-year and 5-year numbers show a more measured advantage, so the fund is better viewed as a disciplined equity allocation rather than a short-term momentum trade.<\/p>\n<p>Our view is that it fits investors who can tolerate volatility in exchange for the possibility of stronger upside from a focused portfolio. The main trade-off is simple: the strategy may outperform in favourable periods, but its concentrated nature can also mean sharper swings than a broader market fund.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load: 1% if units are sold on or before 365 days; nil after 365 days.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>What is the current NAV of Motilal Oswal Focused Fund Direct Growth Plan?<\/strong><br \/>The current NAV is \u20b963.8375 as of 10 Sep 2026.<\/p>\n<p><strong>What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/strong><br \/>The returns are 27.62% for 1 year, 14.11% for 3 years and 10.76% for 5 years.<\/p>\n<p><strong>How has the fund performed against Nifty 50?<\/strong><br \/>It has outperformed Nifty 50 across 1 month, 3 months, 1 year, 3 years and 5 years. The margin is especially wide over 1 year.<\/p>\n<p><strong>How does it compare with other focused funds on the available figures?<\/strong><br \/>Its 1-year return is ahead of the peer funds shown here, while the 3-year and 5-year numbers are mixed against peers with available longer-term data.<\/p>\n<p><strong>What is the minimum SIP amount?<\/strong><br \/>The minimum SIP amount is \u20b9500.<\/p>\n<p><strong>Who manages the fund and what is the exit load?<\/strong><br \/>The fund is managed by Ankit Agarwal, Varun Sharma, Rakesh Shetty and Swapnil P Mayekar. The exit load is 1% if units are sold on or before 365 days, and nil after 365 days.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Motilal Oswal Focused Fund Direct Growth Plan has a stronger recent record than its longer-run picture, and it has also stayed ahead of the benchmark across the full set of periods shown here. Against peer focused funds, the one-year number is the clearest strength, while the 3-year and 5-year figures are more mixed. The portfolio is also fairly focused, with a meaningful core of holdings and a noticeable liquidity allocation, which may appeal to investors who want concentrated equity exposure but can handle High Risk swings over a long horizon.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 11 September 2026 at 10:47 AM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Motilal Oswal Focused Fund Direct Growth Plan\",\"identifier\":\"motilal-oswal-focused-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"13 May 2013\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":63.8375,\"valueReference\":\"as of 10 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"1827 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"1.02\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":27.62},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":14.11},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":10.76},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Ankit Agarwal, Varun Sharma, Rakesh Shetty, Swapnil P Mayekar\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Motilal Oswal Focused Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b963.8375 as of 10 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The returns are 27.62% for 1 year, 14.11% for 3 years and 10.76% for 5 years.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund performed against Nifty 50?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has outperformed Nifty 50 across 1 month, 3 months, 1 year, 3 years and 5 years. The margin is especially wide over 1 year.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with other focused funds on the available figures?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is ahead of the peer funds shown here, while the 3-year and 5-year numbers are mixed against peers with available longer-term data.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9500.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Ankit Agarwal, Varun Sharma, Rakesh Shetty and Swapnil P Mayekar. The exit load is 1% if units are sold on or before 365 days, and nil after 365 days.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Motilal Oswal Focused Fund Direct Growth Plan looks strong on recent returns, with a \u20b963.8375 NAV as of 10 Sep 2026 and a High Risk profile. Our review covers performance, peers and portfolio.<\/p>\n","protected":false},"author":38,"featured_media":243258,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-243262","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["243258"],"rank_math_title":["Motilal Oswal Focused Fund NAV, Returns Review"],"rank_math_description":["Motilal Oswal Focused Fund Direct Growth Plan NAV \u20b963.8375, 1Y return 27.62%, with a focused High Risk equity profile."],"rank_math_focus_keyword":["Motilal Oswal Focused Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Motilal_Oswal_Focused_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_bullish.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/243262","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=243262"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/243262\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/243258"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=243262"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=243262"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=243262"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}