Top 5 Best Motilal Oswal Mutual Fund Schemes 2026

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

Fund	NAV	Net Assets (Cr)	Min Investment	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Motilal Oswal Multicap 35 Fund Growth	₹55.9154 ↑ 0.16	₹12,770	5,000	500	-2.7	-10.2	-5.9	18.2	11.8	-5.6
Motilal Oswal Focused 25 Fund Growth	₹45.4767 ↑ 0.18	₹1,509	5,000	500	5.9	3.4	7.5	10.7	8.5	-1.7
Motilal Oswal Midcap 30 Fund Growth	₹91.9107 ↓ -0.22	₹35,735	5,000	500	0.3	-10.1	-6.5	19.4	22.3	-12.1
Motilal Oswal Ultra Short Term Fund Growth	₹17.1958 ↑ 0.00	₹428	5,000	500	1.2	2.3	4.9	5.6	4.8	5.5
Motilal Oswal Long Term Equity Fund Growth	₹52.8259 ↓ -0.13	₹4,659	500	500	8.1	1.2	4.3	22.6	18.2	-9.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 May 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Motilal Oswal Multicap 35 Fund	Motilal Oswal Focused 25 Fund	Motilal Oswal Midcap 30 Fund	Motilal Oswal Ultra Short Term Fund	Motilal Oswal Long Term Equity Fund
Point 1	Upper 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 2	Established history (12+ yrs).	Oldest track record among peers (13 yrs).	Established history (12+ yrs).	Established history (12+ yrs).	Established history (11+ yrs).
Point 3	Top rated.	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Rating: 1★ (bottom quartile).	Not Rated.
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately Low.	Risk profile: Moderately High.
Point 5	5Y return: 11.77% (lower mid).	5Y return: 8.55% (bottom quartile).	5Y return: 22.28% (top quartile).	1Y return: 4.91% (upper mid).	5Y return: 18.17% (upper mid).
Point 6	3Y return: 18.18% (lower mid).	3Y return: 10.74% (bottom quartile).	3Y return: 19.39% (upper mid).	1M return: 0.16% (upper mid).	3Y return: 22.64% (top quartile).
Point 7	1Y return: -5.89% (bottom quartile).	1Y return: 7.51% (top quartile).	1Y return: -6.46% (bottom quartile).	Sharpe: -1.49 (bottom quartile).	1Y return: 4.28% (lower mid).
Point 8	Alpha: -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 9	Sharpe: -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 10	Information 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: 11.77% (lower mid).
3Y return: 18.18% (lower mid).
1Y return: -5.89% (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: 8.55% (bottom quartile).
3Y return: 10.74% (bottom quartile).
1Y return: 7.51% (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: 22.28% (top quartile).
3Y return: 19.39% (upper mid).
1Y return: -6.46% (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: 4.91% (upper mid).
1M return: 0.16% (upper mid).
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: 18.17% (upper mid).
3Y return: 22.64% (top quartile).
1Y return: 4.28% (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

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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: 11.77% (lower mid).
3Y return: 18.18% (lower mid).
1Y return: -5.89% (bottom quartile).
Alpha: -6.56 (bottom quartile).
Sharpe: -0.37 (bottom quartile).
Information ratio: 0.45 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding Kalyan Jewellers India Ltd (~7.3%).

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund Growth
Launch Date	28 Apr 14
NAV (22 May 26)	₹55.9154 ↑ 0.16 (0.28 %)
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.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹10,425
30 Apr 23	₹10,581
30 Apr 24	₹16,255
30 Apr 25	₹18,517
30 Apr 26	₹18,039

Motilal Oswal Multicap 35 Fund SIP 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 22 May 26

Duration	Returns
1 Month	-1.6%
3 Month	-2.7%
6 Month	-10.2%
1 Year	-5.9%
3 Year	18.2%
5 Year	11.8%
10 Year
15 Year
Since launch	15.3%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Varun Sharma	21 Jan 26	0.27 Yr.
Swapnil Mayekar	18 Nov 25	0.45 Yr.
Ajay Khandelwal	1 Oct 24	1.58 Yr.
Ankit Agarwal	21 Jan 26	0.27 Yr.
Rakesh Shetty	22 Nov 22	3.44 Yr.
Atul Mehra	1 Oct 24	1.58 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	28.84%
Industrials	18.01%
Technology	17.88%
Consumer Cyclical	16.17%
Communication Services	6.1%
Health Care	4%
Energy	2.76%

Asset Allocation

Asset Class	Value
Cash	6.24%
Equity	93.76%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| KALYANKJIL	7%	₹856 Cr	22,782,390
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 Jan 25 \| 500093	7%	₹792 Cr	12,086,645 ↓ -447,984
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 26 \| BHARTIARTL	6%	₹713 Cr	4,000,000 ↑ 4,000,000
Coforge Ltd (Technology) Equity, Since 31 May 23 \| COFORGE	6%	₹675 Cr	6,056,632 ↓ -854,810
Eternal Ltd (Consumer Cyclical) Equity, Since 31 May 25 \| 543320	5%	₹640 Cr	27,969,643 ↓ -4,529,247
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 23 \| PERSISTENT	5%	₹627 Cr	1,284,719 ↓ -228,122
ICICI Bank Ltd (Financial Services) Equity, Since 28 Feb 21 \| ICICIBANK	5%	₹588 Cr	4,872,470 ↓ -510,360
Waaree Energies Ltd (Technology) Equity, Since 28 Feb 26 \| 544277	4%	₹516 Cr	1,660,221 ↑ 277,997
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 26 \| HDFCBANK	3%	₹398 Cr	5,436,855 ↓ -2,056,899
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 21 \| LT	3%	₹396 Cr	1,129,002 ↑ 129,002

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: 8.55% (bottom quartile).
3Y return: 10.74% (bottom quartile).
1Y return: 7.51% (top quartile).
Alpha: 11.60 (top quartile).
Sharpe: 0.53 (top quartile).
Information ratio: -0.46 (bottom quartile).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding One97 Communications Ltd (~5.1%).

Below is the key information for Motilal Oswal Focused 25 Fund

Motilal Oswal Focused 25 Fund Growth
Launch Date	7 May 13
NAV (22 May 26)	₹45.4767 ↑ 0.18 (0.40 %)
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.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹10,481
30 Apr 23	₹11,204
30 Apr 24	₹14,508
30 Apr 25	₹13,148
30 Apr 26	₹15,256

Motilal Oswal Focused 25 Fund SIP 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 22 May 26

Duration	Returns
1 Month	1.6%
3 Month	5.9%
6 Month	3.4%
1 Year	7.5%
3 Year	10.7%
5 Year	8.5%
10 Year
15 Year
Since launch	12.3%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Varun Sharma	14 Aug 25	0.71 Yr.
Rakesh Shetty	22 Nov 22	3.44 Yr.
Atul Mehra	1 Oct 24	1.58 Yr.
Sunil Sawant	1 Jul 24	1.83 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	25.4%
Financial Services	21.64%
Consumer Cyclical	15.8%
Technology	10.4%
Basic Materials	8.01%
Health Care	5.96%
Consumer Defensive	3.46%
Energy	3.29%

Asset Allocation

Asset Class	Value
Cash	6.04%
Equity	93.96%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
One97 Communications Ltd (Technology) Equity, Since 30 Apr 23 \| 543396	5%	₹67 Cr	701,442 ↑ 40,380
Acutaas Chemicals Ltd (Basic Materials) Equity, Since 31 Aug 25 \| 543349	5%	₹64 Cr	251,304 ↓ -82,900
Titan Co Ltd (Consumer Cyclical) Equity, Since 31 Oct 25 \| TITAN	4%	₹57 Cr	143,668 ↑ 4,666
MTAR Technologies Ltd (Industrials) Equity, Since 30 Nov 25 \| MTARTECH	4%	₹54 Cr	155,690 ↓ -40,000
Aditya Infotech Ltd (Industrials) Equity, Since 28 Feb 26 \| CPPLUS	4%	₹52 Cr	291,731
ICICI Bank Ltd (Financial Services) Equity, Since 28 Feb 26 \| ICICIBANK	4%	₹52 Cr	431,447 ↑ 118,711
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 28 Feb 26 \| 500093	4%	₹51 Cr	779,365 ↑ 124,436
ICICI Prudential Asset Management Co Ltd (Financial Services) Equity, Since 31 Jan 26 \| ICICIAMC	4%	₹50 Cr	180,042 ↑ 9,604
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 28 Feb 26 \| APOLLOHOSP	4%	₹48 Cr	65,026 ↑ 19,568
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 30 Nov 25 \| 500103	4%	₹48 Cr	1,937,228 ↑ 110,930

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: 22.28% (top quartile).
3Y return: 19.39% (upper mid).
1Y return: -6.46% (bottom quartile).
Alpha: -14.22 (bottom quartile).
Sharpe: -0.34 (lower mid).
Information ratio: -0.21 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Kalyan Jewellers India Ltd (~7.4%).

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (22 May 26)	₹91.9107 ↓ -0.22 (-0.24 %)
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.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹14,276
30 Apr 23	₹15,806
30 Apr 24	₹25,488
30 Apr 25	₹29,079
30 Apr 26	₹27,961

Motilal Oswal Midcap 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 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 22 May 26

Duration	Returns
1 Month	-1.1%
3 Month	0.3%
6 Month	-10.1%
1 Year	-6.5%
3 Year	19.4%
5 Year	22.3%
10 Year
15 Year
Since launch	19.9%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Varun Sharma	21 Jan 26	0.27 Yr.
Swapnil Mayekar	18 Nov 25	0.45 Yr.
Ajay Khandelwal	1 Oct 24	1.58 Yr.
Ankit Agarwal	21 Jan 26	0.27 Yr.
Rakesh Shetty	22 Nov 22	3.44 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	28.92%
Technology	25.48%
Consumer Cyclical	16%
Industrials	11.4%
Communication Services	9.09%
Real Estate	3.05%
Health Care	2.06%

Asset Allocation

Asset Class	Value
Cash	4.01%
Equity	95.99%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	7%	₹2,309 Cr	61,413,395
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| 543396	7%	₹2,279 Cr	23,765,865 ↑ 320,767
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	6%	₹1,964 Cr	4,026,493 ↓ -383,233
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| 543320	6%	₹1,932 Cr	84,386,866 ↓ -3,087,032
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	6%	₹1,904 Cr	17,082,915 ↓ -209,085
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 25 \| BHARTIARTL	5%	₹1,690 Cr	9,483,812
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	5%	₹1,628 Cr	4,030,834 ↓ -132,222
Aditya Birla Capital Ltd (Financial Services) Equity, Since 30 Jun 25 \| 540691	5%	₹1,562 Cr	53,459,381 ↓ -2,000,000
Billionbrains Garage Ventures Ltd (Financial Services) Equity, Since 31 Jan 26 \| GROWW	4%	₹1,303 Cr	86,768,516 ↑ 23,446,287
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Jan 26 \| MCX	4%	₹1,269 Cr	5,309,458

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: 4.91% (upper mid).
1M return: 0.16% (upper mid).
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.
Top bond sector: Government.
Conservative stance with elevated cash (~64%).
High-quality debt (AAA/AA ~100%).
Largest holding 30/07/2026 Maturing 364 DTB (~18.0%).

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 (22 May 26)	₹17.1958 ↑ 0.00 (0.00 %)
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.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹10,256
30 Apr 23	₹10,717
30 Apr 24	₹11,363
30 Apr 25	₹12,041
30 Apr 26	₹12,662

Motilal Oswal Ultra Short Term Fund SIP 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 22 May 26

Duration	Returns
1 Month	0.2%
3 Month	1.2%
6 Month	2.3%
1 Year	4.9%
3 Year	5.6%
5 Year	4.8%
10 Year
15 Year
Since launch	4.4%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Rakesh Shetty	22 Nov 22	3.44 Yr.

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

Asset Allocation

Asset Class	Value
Cash	64.03%
Debt	35.97%

Debt Sector Allocation

Sector	Value
Government	41.63%
Corporate	36.29%
Cash Equivalent	22.08%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
30/07/2026 Maturing 364 DTB Sovereign Bonds \| -	18%	₹74 Cr	7,500,000
10/09/2026 Maturing 364 DTB Sovereign Bonds \| -	6%	₹24 Cr	2,500,000
India (Republic of) - \| -	6%	₹24 Cr	2,500,000 ↑ 2,500,000
National Bank for Agriculture and Rural Development Domestic Bonds \| -	6%	₹24 Cr	2,500,000 ↑ 2,500,000
SBI Funds Management Private Ltd Debentures \| -	0%	₹2 Cr	1,358 ↑ 1,358
Small Industries Development Bank Of India Certificate of Deposit \| -	6%	₹25 Cr	2,500,000
Tata Capital Limited Commercial Paper \| -	6%	₹25 Cr	2,500,000
Export-Import Bank Of India Certificate of Deposit \| -	6%	₹25 Cr	2,500,000
Indian Bank Certificate of Deposit \| -	6%	₹25 Cr	2,500,000
Union Bank Of India Certificate of Deposit \| -	6%	₹25 Cr	2,500,000

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: 18.17% (upper mid).
3Y return: 22.64% (top quartile).
1Y return: 4.28% (lower mid).
Alpha: 11.45 (upper mid).
Sharpe: 0.48 (upper mid).
Information ratio: 0.80 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding Multi Commodity Exchange of India Ltd (~7.8%).

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 (22 May 26)	₹52.8259 ↓ -0.13 (-0.24 %)
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.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹11,377
30 Apr 23	₹12,465
30 Apr 24	₹19,931
30 Apr 25	₹21,029
30 Apr 26	₹24,290

Motilal Oswal Long Term Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 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 22 May 26

Duration	Returns
1 Month	-0.9%
3 Month	8.1%
6 Month	1.2%
1 Year	4.3%
3 Year	22.6%
5 Year	18.2%
10 Year
15 Year
Since launch	15.8%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Ajay Khandelwal	11 Dec 23	2.39 Yr.
Ankit Agarwal	16 Mar 26	0.12 Yr.
Rakesh Shetty	22 Nov 22	3.44 Yr.
Atul Mehra	1 Oct 24	1.58 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	28.67%
Industrials	26.59%
Consumer Cyclical	12.9%
Basic Materials	11.92%
Technology	11.78%
Health Care	4.53%
Real Estate	2.9%

Asset Allocation

Asset Class	Value
Cash	0.71%
Equity	99.29%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 29 Feb 24 \| MCX	8%	₹310 Cr	1,296,040
Piramal Finance Ltd (Financial Services) Equity, Since 30 Sep 25 \| PIRAMALFIN	6%	₹238 Cr	1,298,583 ↓ -220,000
Jain Resource Recycling Ltd (Basic Materials) Equity, Since 31 Oct 25 \| JAINREC	6%	₹229 Cr	5,011,074 ↑ 268,009
Apar Industries Ltd (Industrials) Equity, Since 31 Dec 23 \| APARINDS	5%	₹213 Cr	215,645 ↑ 31,279
Waaree Energies Ltd (Technology) Equity, Since 31 Oct 24 \| 544277	5%	₹195 Cr	627,718 ↑ 43,739
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Mar 24 \| AMBER	5%	₹181 Cr	276,357 ↑ 17,351
OneSource Specialty Pharma Ltd (Healthcare) Equity, Since 31 Jan 25 \| ONESOURCE	5%	₹180 Cr	1,221,228 ↑ 295,191
Billionbrains Garage Ventures Ltd (Financial Services) Equity, Since 30 Nov 25 \| GROWW	4%	₹176 Cr	11,710,407 ↑ 768,996
Ather Energy Ltd (Consumer Cyclical) Equity, Since 31 Oct 25 \| ATHERENERG	4%	₹174 Cr	2,301,469 ↑ 170,179
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Jun 25 \| 533398	4%	₹173 Cr	546,874

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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.