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5 Best Motilal Oswal Mutual Fund Schemes for 2026

Motilal Oswal Mutual Fund is one of the fastest growing AMCs in India. The fund house aims to deliver superior wealth creation by providing long-term investment solutions. Motilal Oswal is especially known for its equity investments. They follow the ‘Buy Right: Sit Tight’ mechanism, wherein it buys quality companies at a fair price and makes long-term investments to ensure optimum growth of the stocks.

By Investing in the schemes of Motilal Oswal, investors can enjoy the benefits of QGLP(Quality-Growth-Longevity-Price) test. QGLP identifies stocks with high growth potential.

Investors can choose a fund from the below-listed top 5 best Motilal Oswal Mutual Fund schemes. These funds have been shortlisted by undertaking certain parameters like NAV, AUM, past performances, peer average returns, information ratios, etc.

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Why Invest in Motilal Oswal Mutual Fund?

Motilal Oswal Mutual Fund follows this mantra - Buy Right Sit Tight. It buys quality company stocks for a reasonable price and invests it for the long It ensures an optimum development of the stocks with such long-term investment.

The company is keen on avoiding loss of money because of excessive churning. Hence, it provides its investors with low churning portfolios. Also, it offers very concentrated portfolios to make sure that the high-quality stocks reach their potential.

Motilal Oswal Mutual Fund provides with open-ended Equity Fund schemes which cut off the exit load for the welfare of long-term investor.

Fund Selection Methodology used to find 5 funds

  • Asset Management Company : Motilal%20Oswal
  • Sorted On : drat (high to low)
  • Tags: fcpro
  • No Of Funds: 5

Best Motilal Oswal Mutual Fund Schemes

FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Multicap 35 Fund Growth ₹56.0821
↑ 1.15
₹12,770 5,000 500 5.3-8.2-6.717.211.1-5.6
Motilal Oswal Focused 25 Fund  Growth ₹46.6177
↑ 1.04
₹1,509 5,000 500 13.57.68.510.28.2-1.7
Motilal Oswal Midcap 30 Fund  Growth ₹90.6318
↑ 2.44
₹35,735 5,000 500 7.5-9.7-9.416.720.3-12.1
Motilal Oswal Ultra Short Term Fund  Growth ₹17.2717
↑ 0.00
₹428 5,000 500 1.42.555.74.95.5
Motilal Oswal Long Term Equity Fund Growth ₹53.8791
↑ 1.25
₹4,659 500 500 13.77.74.722.317.4-9.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Jun 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryMotilal Oswal Multicap 35 FundMotilal Oswal Focused 25 Fund Motilal Oswal Midcap 30 Fund Motilal Oswal Ultra Short Term Fund Motilal Oswal Long Term Equity Fund
Point 1Upper mid AUM (₹12,770 Cr).Bottom quartile AUM (₹1,509 Cr).Highest AUM (₹35,735 Cr).Bottom quartile AUM (₹428 Cr).Lower mid AUM (₹4,659 Cr).
Point 2Established history (12+ yrs).Oldest track record among peers (13 yrs).Established history (12+ yrs).Established history (12+ yrs).Established history (11+ yrs).
Point 3Top rated.Rating: 3★ (upper mid).Rating: 3★ (lower mid).Rating: 1★ (bottom quartile).Not Rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately Low.Risk profile: Moderately High.
Point 55Y return: 11.08% (lower mid).5Y return: 8.22% (bottom quartile).5Y return: 20.32% (top quartile).1Y return: 4.99% (upper mid).5Y return: 17.41% (upper mid).
Point 63Y return: 17.18% (upper mid).3Y return: 10.17% (bottom quartile).3Y return: 16.71% (lower mid).1M return: 0.44% (bottom quartile).3Y return: 22.32% (top quartile).
Point 71Y return: -6.66% (bottom quartile).1Y return: 8.51% (top quartile).1Y return: -9.44% (bottom quartile).Sharpe: -1.49 (bottom quartile).1Y return: 4.73% (lower mid).
Point 8Alpha: -6.56 (bottom quartile).Alpha: 11.60 (top quartile).Alpha: -14.22 (bottom quartile).Information ratio: 0.00 (lower mid).Alpha: 11.45 (upper mid).
Point 9Sharpe: -0.37 (bottom quartile).Sharpe: 0.53 (top quartile).Sharpe: -0.34 (lower mid).Yield to maturity (debt): 6.92% (top quartile).Sharpe: 0.48 (upper mid).
Point 10Information ratio: 0.45 (upper mid).Information ratio: -0.46 (bottom quartile).Information ratio: -0.21 (bottom quartile).Modified duration: 0.25 yrs (bottom quartile).Information ratio: 0.80 (top quartile).

Motilal Oswal Multicap 35 Fund

  • Upper mid AUM (₹12,770 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.08% (lower mid).
  • 3Y return: 17.18% (upper mid).
  • 1Y return: -6.66% (bottom quartile).
  • Alpha: -6.56 (bottom quartile).
  • Sharpe: -0.37 (bottom quartile).
  • Information ratio: 0.45 (upper mid).

Motilal Oswal Focused 25 Fund 

  • Bottom quartile AUM (₹1,509 Cr).
  • Oldest track record among peers (13 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 8.22% (bottom quartile).
  • 3Y return: 10.17% (bottom quartile).
  • 1Y return: 8.51% (top quartile).
  • Alpha: 11.60 (top quartile).
  • Sharpe: 0.53 (top quartile).
  • Information ratio: -0.46 (bottom quartile).

Motilal Oswal Midcap 30 Fund 

  • Highest AUM (₹35,735 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.32% (top quartile).
  • 3Y return: 16.71% (lower mid).
  • 1Y return: -9.44% (bottom quartile).
  • Alpha: -14.22 (bottom quartile).
  • Sharpe: -0.34 (lower mid).
  • Information ratio: -0.21 (bottom quartile).

Motilal Oswal Ultra Short Term Fund 

  • Bottom quartile AUM (₹428 Cr).
  • Established history (12+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 4.99% (upper mid).
  • 1M return: 0.44% (bottom quartile).
  • Sharpe: -1.49 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.92% (top quartile).
  • Modified duration: 0.25 yrs (bottom quartile).

Motilal Oswal Long Term Equity Fund

  • Lower mid AUM (₹4,659 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.41% (upper mid).
  • 3Y return: 22.32% (top quartile).
  • 1Y return: 4.73% (lower mid).
  • Alpha: 11.45 (upper mid).
  • Sharpe: 0.48 (upper mid).
  • Information ratio: 0.80 (top quartile).

About the Fincash Research Team

At Fincash, our mission is to help investors make informed, confident decisions. With over 10 years in Mutual Fund distribution, our team blends deep industry expertise with a commitment to transparency, accuracy, and investor education.

Who We Are

AMFI Registration No.
112358
MCA CIN
U74999MH2016PTC282153
Location
Thane, Maharashtra, India
Experience
10+ years in Mutual Fund distribution

Our Expertise

  • Certified Mutual Fund Distributors with hands-on advisory experience.
  • Market analysts tracking performance, macro trends, and sectors.
  • Data specialists processing NAVs, allocations, and risk metrics from Morning Star.

Our Research Process

  • Data sourcing: SEBI-registered fund houses & verified third-party provider Morning Star
  • Screening: Returns, manager track record, expenses, sector mix, risk-adjusted metrics.
  • Expert review: Senior team members review every article and list for accuracy.
  • Updates: Regular refreshes so performance data reflects current market conditions.

Why Trust Us

  • Regulated & compliant: AMFI-registered and MCA-incorporated.
  • Investor-first: No pay-to-promote lists; suitability and performance drive coverage.
  • Education-focused: We simplify complex concepts for everyday investors.

Disclaimer

Content is for educational and informational purposes only and is not investment advice. Please consider your risk profile and consult a financial advisor before investing.

1. Motilal Oswal Multicap 35 Fund

(Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Research Highlights for Motilal Oswal Multicap 35 Fund

  • Upper mid AUM (₹12,770 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.08% (lower mid).
  • 3Y return: 17.18% (upper mid).
  • 1Y return: -6.66% (bottom quartile).
  • Alpha: -6.56 (bottom quartile).
  • Sharpe: -0.37 (bottom quartile).
  • Information ratio: 0.45 (upper mid).

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (12 Jun 26) ₹56.0821 ↑ 1.15   (2.10 %)
Net Assets (Cr) ₹12,770 on 30 Apr 26
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio -0.37
Information Ratio 0.45
Alpha Ratio -6.56
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 21₹10,000
31 May 22₹9,526
31 May 23₹10,598
31 May 24₹15,449
31 May 25₹18,427
31 May 26₹17,507

Motilal Oswal Multicap 35 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Motilal Oswal Multicap 35 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Jun 26

DurationReturns
1 Month 2.1%
3 Month 5.3%
6 Month -8.2%
1 Year -6.7%
3 Year 17.2%
5 Year 11.1%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -5.6%
2023 45.7%
2022 31%
2021 -3%
2020 15.3%
2019 10.3%
2018 7.9%
2017 -7.8%
2016 43.1%
2015 8.5%
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure
Varun Sharma21 Jan 260.36 Yr.
Swapnil Mayekar18 Nov 250.53 Yr.
Ajay Khandelwal1 Oct 241.67 Yr.
Ankit Agarwal21 Jan 260.36 Yr.
Rakesh Shetty22 Nov 223.53 Yr.
Atul Mehra1 Oct 241.67 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 30 Apr 26

Equity Sector Allocation
SectorValue
Industrials26.14%
Financial Services24.74%
Consumer Cyclical18.77%
Technology16.49%
Health Care5.23%
Communication Services5.17%
Consumer Defensive1.75%
Asset Allocation
Asset ClassValue
Cash1.71%
Equity98.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL
7%₹940 Cr22,782,390
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | 500093
6%₹821 Cr10,100,000
↓ -1,986,645
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | ETERNAL
5%₹679 Cr27,500,000
↓ -469,643
Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE
5%₹674 Cr5,631,893
↓ -424,739
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL
5%₹660 Cr3,500,000
↓ -500,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT
5%₹582 Cr1,212,161
↓ -72,558
Shriram Finance Ltd (Financial Services)
Equity, Since 31 Mar 26 | SHRIRAMFIN
4%₹528 Cr5,630,608
↑ 1,252,734
Waaree Energies Ltd (Technology)
Equity, Since 28 Feb 26 | WAAREEENER
4%₹518 Cr1,660,221
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 21 | LT
4%₹516 Cr1,285,593
↑ 156,591
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
4%₹493 Cr3,902,468
↓ -970,002

2. Motilal Oswal Focused 25 Fund 

(Erstwhile Motilal Oswal MOSt Focused 25 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Research Highlights for Motilal Oswal Focused 25 Fund 

  • Bottom quartile AUM (₹1,509 Cr).
  • Oldest track record among peers (13 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 8.22% (bottom quartile).
  • 3Y return: 10.17% (bottom quartile).
  • 1Y return: 8.51% (top quartile).
  • Alpha: 11.60 (top quartile).
  • Sharpe: 0.53 (top quartile).
  • Information ratio: -0.46 (bottom quartile).

Below is the key information for Motilal Oswal Focused 25 Fund 

Motilal Oswal Focused 25 Fund 
Growth
Launch Date 7 May 13
NAV (12 Jun 26) ₹46.6177 ↑ 1.04   (2.28 %)
Net Assets (Cr) ₹1,509 on 30 Apr 26
Category Equity - Focused
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 0.53
Information Ratio -0.46
Alpha Ratio 11.6
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 21₹10,000
31 May 22₹9,873
31 May 23₹11,007
31 May 24₹13,703
31 May 25₹13,926
31 May 26₹14,872

Motilal Oswal Focused 25 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Motilal Oswal Focused 25 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Jun 26

DurationReturns
1 Month 3.4%
3 Month 13.5%
6 Month 7.6%
1 Year 8.5%
3 Year 10.2%
5 Year 8.2%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -1.7%
2023 13.6%
2022 18.8%
2021 2%
2020 14.6%
2019 17.3%
2018 17.1%
2017 -4.2%
2016 32.2%
2015 2.8%
Fund Manager information for Motilal Oswal Focused 25 Fund 
NameSinceTenure
Varun Sharma14 Aug 250.8 Yr.
Swapnil Mayekar18 Nov 250.53 Yr.
Ankit Agarwal5 Aug 250.82 Yr.
Rakesh Shetty22 Nov 223.52 Yr.
Atul Mehra1 Oct 241.66 Yr.

Data below for Motilal Oswal Focused 25 Fund  as on 30 Apr 26

Equity Sector Allocation
SectorValue
Financial Services23.99%
Industrials18.61%
Consumer Cyclical16.49%
Basic Materials9.94%
Health Care6.69%
Technology5.99%
Consumer Defensive5.25%
Energy3.34%
Utility2.97%
Asset Allocation
Asset ClassValue
Cash6.74%
Equity93.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 28 Feb 26 | 500093
4%₹63 Cr779,365
Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 543349
4%₹63 Cr243,798
↓ -7,506
MTAR Technologies Ltd (Industrials)
Equity, Since 30 Nov 25 | MTARTECH
4%₹62 Cr96,496
↓ -59,194
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 26 | ICICIBANK
4%₹62 Cr492,667
↑ 61,220
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | 540611
4%₹62 Cr605,422
↑ 152,315
Aditya Infotech Ltd (Industrials)
Equity, Since 28 Feb 26 | CPPLUS
4%₹61 Cr261,175
↓ -30,556
ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jan 26 | ICICIAMC
4%₹61 Cr184,364
↑ 4,322
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 26 | ETERNAL
4%₹60 Cr2,411,591
↑ 632,129
Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | GABRIEL
4%₹55 Cr536,227
↑ 22,244
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 28 Feb 26 | APOLLOHOSP
4%₹54 Cr70,844
↑ 5,818

3. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Research Highlights for Motilal Oswal Midcap 30 Fund 

  • Highest AUM (₹35,735 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.32% (top quartile).
  • 3Y return: 16.71% (lower mid).
  • 1Y return: -9.44% (bottom quartile).
  • Alpha: -14.22 (bottom quartile).
  • Sharpe: -0.34 (lower mid).
  • Information ratio: -0.21 (bottom quartile).

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (12 Jun 26) ₹90.6318 ↑ 2.44   (2.77 %)
Net Assets (Cr) ₹35,735 on 30 Apr 26
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.56
Sharpe Ratio -0.34
Information Ratio -0.21
Alpha Ratio -14.22
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 21₹10,000
31 May 22₹12,783
31 May 23₹16,334
31 May 24₹24,357
31 May 25₹29,158
31 May 26₹26,947

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Jun 26

DurationReturns
1 Month 0.9%
3 Month 7.5%
6 Month -9.7%
1 Year -9.4%
3 Year 16.7%
5 Year 20.3%
10 Year
15 Year
Since launch 19.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -12.1%
2023 57.1%
2022 41.7%
2021 10.7%
2020 55.8%
2019 9.3%
2018 9.7%
2017 -12.7%
2016 30.8%
2015 5.2%
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Varun Sharma21 Jan 260.36 Yr.
Swapnil Mayekar18 Nov 250.53 Yr.
Ajay Khandelwal1 Oct 241.67 Yr.
Ankit Agarwal21 Jan 260.36 Yr.
Rakesh Shetty22 Nov 223.53 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 30 Apr 26

Equity Sector Allocation
SectorValue
Financial Services31.93%
Technology24.11%
Consumer Cyclical15.01%
Industrials11.61%
Communication Services8.19%
Real Estate2.91%
Health Care2.23%
Asset Allocation
Asset ClassValue
Cash4%
Equity96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | PAYTM
7%₹2,604 Cr23,765,865
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
7%₹2,535 Cr61,413,395
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | ETERNAL
6%₹2,085 Cr84,386,866
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
6%₹1,995 Cr16,682,915
↓ -400,000
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI
5%₹1,958 Cr4,030,834
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
5%₹1,933 Cr4,026,493
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL
5%₹1,847 Cr53,459,381
Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 31 Jan 26 | GROWW
5%₹1,819 Cr84,616,660
↓ -2,151,856
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 25 | BHARTIARTL
5%₹1,789 Cr9,483,812
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jan 26 | MCX
4%₹1,548 Cr5,209,458
↓ -100,000

4. Motilal Oswal Ultra Short Term Fund 

(Erstwhile Motilal Oswal MOSt Ultra Short Term Bond Fund)

The investment objective of the Scheme is to generate optimal returns consistent with moderate levels of risk and liquidity by investing in debt securities and money market securities. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Research Highlights for Motilal Oswal Ultra Short Term Fund 

  • Bottom quartile AUM (₹428 Cr).
  • Established history (12+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 4.99% (upper mid).
  • 1M return: 0.44% (bottom quartile).
  • Sharpe: -1.49 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.92% (top quartile).
  • Modified duration: 0.25 yrs (bottom quartile).
  • Average maturity: 0.27 yrs (bottom quartile).
  • Exit load: NIL.

Below is the key information for Motilal Oswal Ultra Short Term Fund 

Motilal Oswal Ultra Short Term Fund 
Growth
Launch Date 6 Sep 13
NAV (12 Jun 26) ₹17.2717 ↑ 0.00   (0.02 %)
Net Assets (Cr) ₹428 on 30 Apr 26
Category Debt - Ultrashort Bond
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately Low
Expense Ratio 0.93
Sharpe Ratio -1.49
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 6.92%
Effective Maturity 3 Months 7 Days
Modified Duration 3 Months

Growth of 10,000 investment over the years.

DateValue
31 May 21₹10,000
31 May 22₹10,238
31 May 23₹10,752
31 May 24₹11,395
31 May 25₹12,076
31 May 26₹12,667

Motilal Oswal Ultra Short Term Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹194,235.
Net Profit of ₹14,235
Invest Now

Returns for Motilal Oswal Ultra Short Term Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Jun 26

DurationReturns
1 Month 0.4%
3 Month 1.4%
6 Month 2.5%
1 Year 5%
3 Year 5.7%
5 Year 4.9%
10 Year
15 Year
Since launch 4.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 5.5%
2023 6%
2022 5.8%
2021 3.6%
2020 2.4%
2019 4.3%
2018 6.2%
2017 -8.1%
2016 5.5%
2015 6.4%
Fund Manager information for Motilal Oswal Ultra Short Term Fund 
NameSinceTenure
Rakesh Shetty22 Nov 223.52 Yr.

Data below for Motilal Oswal Ultra Short Term Fund  as on 30 Apr 26

Asset Allocation
Asset ClassValue
Cash74.12%
Debt25.88%
Debt Sector Allocation
SectorValue
Cash Equivalent41.56%
Corporate39.29%
Government19.15%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tbill
Sovereign Bonds | -
20%₹74 Cr7,500,000
10/09/2026 Maturing 364 DTB
Sovereign Bonds | -
7%₹25 Cr2,500,000
India (Republic of)
- | -
6%₹24 Cr2,500,000
Punjab National Bank
Debentures | -
6%₹24 Cr2,500,000
↑ 2,500,000
National Bank for Agriculture and Rural Development
Domestic Bonds | -
6%₹24 Cr2,500,000
SBI Funds Management Private Ltd
Debentures | -
0%₹2 Cr1,358
Tata Capital Limited
Commercial Paper | -
7%₹25 Cr2,500,000
Indian Bank
Certificate of Deposit | -
7%₹25 Cr2,500,000
Union Bank Of India
Certificate of Deposit | -
7%₹25 Cr2,500,000
Sundaram Finance Limited
Commercial Paper | -
7%₹25 Cr2,500,000

5. Motilal Oswal Long Term Equity Fund

(Erstwhile Motilal Oswal MOSt Focused Long Term Fund)

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Research Highlights for Motilal Oswal Long Term Equity Fund

  • Lower mid AUM (₹4,659 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.41% (upper mid).
  • 3Y return: 22.32% (top quartile).
  • 1Y return: 4.73% (lower mid).
  • Alpha: 11.45 (upper mid).
  • Sharpe: 0.48 (upper mid).
  • Information ratio: 0.80 (top quartile).

Below is the key information for Motilal Oswal Long Term Equity Fund

Motilal Oswal Long Term Equity Fund
Growth
Launch Date 21 Jan 15
NAV (12 Jun 26) ₹53.8791 ↑ 1.25   (2.38 %)
Net Assets (Cr) ₹4,659 on 30 Apr 26
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.65
Sharpe Ratio 0.48
Information Ratio 0.8
Alpha Ratio 11.45
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 21₹10,000
31 May 22₹10,370
31 May 23₹12,438
31 May 24₹19,062
31 May 25₹22,165
31 May 26₹22,886

Motilal Oswal Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Motilal Oswal Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Jun 26

DurationReturns
1 Month 0.8%
3 Month 13.7%
6 Month 7.7%
1 Year 4.7%
3 Year 22.3%
5 Year 17.4%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -9.1%
2023 47.7%
2022 37%
2021 1.8%
2020 32.1%
2019 8.8%
2018 13.2%
2017 -8.7%
2016 44%
2015 12.5%
Fund Manager information for Motilal Oswal Long Term Equity Fund
NameSinceTenure
Ajay Khandelwal11 Dec 232.47 Yr.
Ankit Agarwal16 Mar 260.21 Yr.
Rakesh Shetty22 Nov 223.52 Yr.
Atul Mehra1 Oct 241.66 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 30 Apr 26

Equity Sector Allocation
SectorValue
Financial Services28.81%
Industrials26.93%
Consumer Cyclical15.5%
Basic Materials11.95%
Technology10.88%
Health Care4.56%
Asset Allocation
Asset ClassValue
Cash1.37%
Equity98.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX
8%₹355 Cr1,196,040
↓ -100,000
Piramal Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | PIRAMALFIN
6%₹260 Cr1,298,583
Jain Resource Recycling Ltd (Basic Materials)
Equity, Since 31 Oct 25 | JAINREC
5%₹230 Cr5,011,074
Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | APARINDS
5%₹225 Cr182,754
↓ -32,891
Ather Energy Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | ATHERENERG
5%₹215 Cr2,301,469
OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE
5%₹212 Cr1,221,228
Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 30 Nov 25 | GROWW
4%₹204 Cr9,500,454
↓ -2,209,953
Zen Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | ZENTEC
4%₹204 Cr1,218,528
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER
4%₹198 Cr246,357
↓ -30,000
Waaree Energies Ltd (Technology)
Equity, Since 31 Oct 24 | WAAREEENER
4%₹196 Cr627,718

How to Invest in Motilal Mutual Fund Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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