+91-22-489139092022 માટે 5 શ્રેષ્ઠ મોતીલાલ ઓસ્વાલ મ્યુચ્યુઅલ ફંડ યોજનાઓ
મોતીલાલ ઓસ્વાલ મ્યુચ્યુઅલ ફંડ સૌથી ઝડપથી વિકસતા પૈકી એક છેAMCs ભારતમાં. ફંડ હાઉસનો ઉદ્દેશ્ય લાંબા ગાળાના રોકાણ સોલ્યુશન્સ પ્રદાન કરીને શ્રેષ્ઠ સંપત્તિનું સર્જન કરવાનો છે. મોતીલાલ ઓસવાલ ખાસ કરીને તેના ઇક્વિટી રોકાણ માટે જાણીતા છે. તેઓ 'બાય રાઈટઃ સિટ ટાઈટ' મિકેનિઝમને અનુસરે છે, જેમાં તે વાજબી કિંમતે ગુણવત્તાયુક્ત કંપનીઓ ખરીદે છે અને શેરોની શ્રેષ્ઠ વૃદ્ધિ સુનિશ્ચિત કરવા લાંબા ગાળાનું રોકાણ કરે છે.
દ્વારારોકાણ મોતીલાલ ઓસ્વાલની યોજનાઓમાં, રોકાણકારો QGLP (ગુણવત્તા-વૃદ્ધિ-દીર્ધાયુષ્ય-કિંમત) પરીક્ષણના લાભોનો આનંદ માણી શકે છે. QGLP ઉચ્ચ વૃદ્ધિની સંભાવના ધરાવતા શેરોને ઓળખે છે.
રોકાણકારો નીચે સૂચિબદ્ધ ટોચના 5 શ્રેષ્ઠ મોતીલાલ ઓસ્વાલમાંથી ફંડ પસંદ કરી શકે છેમ્યુચ્યુઅલ ફંડ યોજનાઓ જેમ કે અમુક પરિમાણો હાથ ધરીને આ ભંડોળને શોર્ટલિસ્ટ કરવામાં આવ્યું છેનથી, AUM, ભૂતકાળનું પ્રદર્શન, પીઅર સરેરાશ વળતર, માહિતી ગુણોત્તર, વગેરે.
Talk to our investment specialist
મોતીલાલ ઓસ્વાલ મ્યુચ્યુઅલ ફંડમાં શા માટે રોકાણ કરવું?
મોતીલાલ ઓસ્વાલ મ્યુચ્યુઅલ ફંડ આ મંત્રને અનુસરે છે -રાઇટ સિટ ટાઇટ ખરીદો. તે ગુણવત્તાયુક્ત કંપનીના શેરો વાજબી કિંમતે ખરીદે છે અને લાંબા સમય સુધી તેનું રોકાણ કરે છે તે આવા લાંબા ગાળાના રોકાણ સાથે સ્ટોકના શ્રેષ્ઠ વિકાસની ખાતરી આપે છે.
કંપની વધુ પડતા મંથનને કારણે નાણાંની ખોટ ટાળવા ઉત્સુક છે. આથી, તે તેના રોકાણકારોને ઓછા મંથન પોર્ટફોલિયો પૂરા પાડે છે. ઉપરાંત, ઉચ્ચ-ગુણવત્તાવાળા શેરો તેમની સંભવિતતા સુધી પહોંચે છે તેની ખાતરી કરવા માટે તે ખૂબ જ કેન્દ્રિત પોર્ટફોલિયો ઓફર કરે છે.
મોતીલાલ ઓસ્વાલ મ્યુચ્યુઅલ ફંડ ઓપન-એન્ડેડ પ્રદાન કરે છેઇક્વિટી ફંડ યોજનાઓ જે લાંબા ગાળાના કલ્યાણ માટે એક્ઝિટ લોડને કાપી નાખે છેરોકાણકાર.
શ્રેષ્ઠ મોતીલાલ ઓસ્વાલ મ્યુચ્યુઅલ ફંડ યોજનાઓ
Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Motilal Oswal Multicap 35 Fund Growth ₹58.6926
↑ 0.39 ₹12,937 5,000 500 12.1 -3.9 -1.8 18.4 12.3 -5.6 Motilal Oswal Focused 25 Fund Growth ₹48.7009
↑ 0.51 ₹1,557 5,000 500 20.9 10.4 16.1 11 9.2 -1.7 Motilal Oswal Midcap 30 Fund Growth ₹94.4831
↑ 0.16 ₹36,458 5,000 500 13.3 -6 -5.1 18 22.1 -12.1 Motilal Oswal Ultra Short Term Fund Growth ₹17.2964
↑ 0.00 ₹380 5,000 500 1.5 2.6 5 5.7 4.9 5.5 Motilal Oswal Long Term Equity Fund Growth ₹55.8585
↑ 0.63 ₹4,663 500 500 17.1 11.3 10.7 22.8 18.4 -9.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Jun 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 (₹12,937 Cr). Bottom quartile AUM (₹1,557 Cr). Highest AUM (₹36,458 Cr). Bottom quartile AUM (₹380 Cr). Lower mid AUM (₹4,663 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: 12.30% (lower mid). 5Y return: 9.16% (bottom quartile). 5Y return: 22.10% (top quartile). 1Y return: 5.05% (lower mid). 5Y return: 18.38% (upper mid). Point 6 3Y return: 18.39% (upper mid). 3Y return: 11.04% (bottom quartile). 3Y return: 18.02% (lower mid). 1M return: 0.55% (bottom quartile). 3Y return: 22.77% (top quartile). Point 7 1Y return: -1.78% (bottom quartile). 1Y return: 16.12% (top quartile). 1Y return: -5.11% (bottom quartile). Sharpe: -1.85 (bottom quartile). 1Y return: 10.66% (upper mid). Point 8 Alpha: -5.87 (bottom quartile). Alpha: 6.10 (top quartile). Alpha: -14.76 (bottom quartile). Information ratio: 0.00 (lower mid). Alpha: 3.21 (upper mid). Point 9 Sharpe: -0.52 (lower mid). Sharpe: 0.14 (top quartile). Sharpe: -0.55 (bottom quartile). Yield to maturity (debt): 6.15% (top quartile). Sharpe: -0.02 (upper mid). Point 10 Information ratio: 0.47 (upper mid). Information ratio: -0.34 (bottom quartile). Information ratio: -0.36 (bottom quartile). Modified duration: 0.29 yrs (bottom quartile). Information ratio: 0.73 (top quartile). 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
(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. Below is the key information for Motilal Oswal Multicap 35 Fund Returns up to 1 year are on (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 Below is the key information for Motilal Oswal Focused 25 Fund Returns up to 1 year are on (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 Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on (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 Below is the key information for Motilal Oswal Ultra Short Term Fund Returns up to 1 year are on (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 Below is the key information for Motilal Oswal Long Term Equity Fund Returns up to 1 year are on 1. Motilal Oswal Multicap 35 Fund
Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (19 Jun 26) ₹58.6926 ↑ 0.39 (0.67 %) Net Assets (Cr) ₹12,937 on 31 May 26 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.52 Information Ratio 0.47 Alpha Ratio -5.87 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 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 Returns for Motilal Oswal Multicap 35 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 26 Duration Returns 1 Month 5.9% 3 Month 12.1% 6 Month -3.9% 1 Year -1.8% 3 Year 18.4% 5 Year 12.3% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 -5.6% 2024 45.7% 2023 31% 2022 -3% 2021 15.3% 2020 10.3% 2019 7.9% 2018 -7.8% 2017 43.1% 2016 8.5% Fund Manager information for Motilal Oswal Multicap 35 Fund
Name Since Tenure Varun Sharma 21 Jan 26 0.36 Yr. Swapnil Mayekar 18 Nov 25 0.53 Yr. Ajay Khandelwal 1 Oct 24 1.67 Yr. Ankit Agarwal 21 Jan 26 0.36 Yr. Rakesh Shetty 22 Nov 22 3.53 Yr. Atul Mehra 1 Oct 24 1.67 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 31 May 26
Equity Sector Allocation
Sector Value Industrials 26.14% Financial Services 24.74% Consumer Cyclical 18.77% Technology 16.49% Health Care 5.23% Communication Services 5.17% Consumer Defensive 1.75% Asset Allocation
Asset Class Value Cash 1.71% Equity 98.29% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL7% ₹940 Cr 22,782,390 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | 5000936% ₹821 Cr 10,100,000
↓ -1,986,645 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | ETERNAL5% ₹679 Cr 27,500,000
↓ -469,643 Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE5% ₹674 Cr 5,631,893
↓ -424,739 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL5% ₹660 Cr 3,500,000
↓ -500,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT5% ₹582 Cr 1,212,161
↓ -72,558 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Mar 26 | SHRIRAMFIN4% ₹528 Cr 5,630,608
↑ 1,252,734 Waaree Energies Ltd (Technology)
Equity, Since 28 Feb 26 | WAAREEENER4% ₹518 Cr 1,660,221 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 21 | LT4% ₹516 Cr 1,285,593
↑ 156,591 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK4% ₹493 Cr 3,902,468
↓ -970,002 2. Motilal Oswal Focused 25 Fund
Motilal Oswal Focused 25 Fund
Growth Launch Date 7 May 13 NAV (19 Jun 26) ₹48.7009 ↑ 0.51 (1.06 %) Net Assets (Cr) ₹1,557 on 31 May 26 Category Equity - Focused AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 0.14 Information Ratio -0.34 Alpha Ratio 6.1 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 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 Returns for Motilal Oswal Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 26 Duration Returns 1 Month 8.5% 3 Month 20.9% 6 Month 10.4% 1 Year 16.1% 3 Year 11% 5 Year 9.2% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 -1.7% 2024 13.6% 2023 18.8% 2022 2% 2021 14.6% 2020 17.3% 2019 17.1% 2018 -4.2% 2017 32.2% 2016 2.8% Fund Manager information for Motilal Oswal Focused 25 Fund
Name Since Tenure Varun Sharma 14 Aug 25 0.8 Yr. Swapnil Mayekar 18 Nov 25 0.53 Yr. Ankit Agarwal 5 Aug 25 0.82 Yr. Rakesh Shetty 22 Nov 22 3.52 Yr. Atul Mehra 1 Oct 24 1.66 Yr. Data below for Motilal Oswal Focused 25 Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 23.99% Industrials 18.61% Consumer Cyclical 16.49% Basic Materials 9.94% Health Care 6.69% Technology 5.99% Consumer Defensive 5.25% Energy 3.34% Utility 2.97% Asset Allocation
Asset Class Value Cash 6.74% Equity 93.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 28 Feb 26 | 5000934% ₹63 Cr 779,365 Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 5433494% ₹63 Cr 243,798
↓ -7,506 MTAR Technologies Ltd (Industrials)
Equity, Since 30 Nov 25 | MTARTECH4% ₹62 Cr 96,496
↓ -59,194 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 26 | ICICIBANK4% ₹62 Cr 492,667
↑ 61,220 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | 5406114% ₹62 Cr 605,422
↑ 152,315 Aditya Infotech Ltd (Industrials)
Equity, Since 28 Feb 26 | CPPLUS4% ₹61 Cr 261,175
↓ -30,556 ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jan 26 | ICICIAMC4% ₹61 Cr 184,364
↑ 4,322 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 26 | ETERNAL4% ₹60 Cr 2,411,591
↑ 632,129 Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | GABRIEL4% ₹55 Cr 536,227
↑ 22,244 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 28 Feb 26 | APOLLOHOSP4% ₹54 Cr 70,844
↑ 5,818 3. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (19 Jun 26) ₹94.4831 ↑ 0.16 (0.17 %) Net Assets (Cr) ₹36,458 on 31 May 26 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.55 Information Ratio -0.36 Alpha Ratio -14.76 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 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 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 26 Duration Returns 1 Month 2.8% 3 Month 13.3% 6 Month -6% 1 Year -5.1% 3 Year 18% 5 Year 22.1% 10 Year 15 Year Since launch 20% Historical performance (Yearly) on absolute basis
Year Returns 2025 -12.1% 2024 57.1% 2023 41.7% 2022 10.7% 2021 55.8% 2020 9.3% 2019 9.7% 2018 -12.7% 2017 30.8% 2016 5.2% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Varun Sharma 21 Jan 26 0.36 Yr. Swapnil Mayekar 18 Nov 25 0.53 Yr. Ajay Khandelwal 1 Oct 24 1.67 Yr. Ankit Agarwal 21 Jan 26 0.36 Yr. Rakesh Shetty 22 Nov 22 3.53 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 31.93% Technology 24.11% Consumer Cyclical 15.01% Industrials 11.61% Communication Services 8.19% Real Estate 2.91% Health Care 2.23% Asset Allocation
Asset Class Value Cash 4% Equity 96% Top Securities Holdings / Portfolio
Name Holding Value Quantity One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | PAYTM7% ₹2,604 Cr 23,765,865 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL7% ₹2,535 Cr 61,413,395 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | ETERNAL6% ₹2,085 Cr 84,386,866 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE6% ₹1,995 Cr 16,682,915
↓ -400,000 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI5% ₹1,958 Cr 4,030,834 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT5% ₹1,933 Cr 4,026,493 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL5% ₹1,847 Cr 53,459,381 Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 31 Jan 26 | GROWW5% ₹1,819 Cr 84,616,660
↓ -2,151,856 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 25 | BHARTIARTL5% ₹1,789 Cr 9,483,812 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jan 26 | MCX4% ₹1,548 Cr 5,209,458
↓ -100,000 4. Motilal Oswal Ultra Short Term Fund
Motilal Oswal Ultra Short Term Fund
Growth Launch Date 6 Sep 13 NAV (19 Jun 26) ₹17.2964 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹380 on 31 May 26 Category Debt - Ultrashort Bond AMC Motilal Oswal Asset Management Co. Ltd Rating ☆ Risk Moderately Low Expense Ratio 0.93 Sharpe Ratio -1.85 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.15% Effective Maturity 3 Months 22 Days Modified Duration 3 Months 14 Days Growth of 10,000 investment over the years.
Date Value 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 Returns for Motilal Oswal Ultra Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 26 Duration Returns 1 Month 0.6% 3 Month 1.5% 6 Month 2.6% 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
Year Returns 2025 5.5% 2024 6% 2023 5.8% 2022 3.6% 2021 2.4% 2020 4.3% 2019 6.2% 2018 -8.1% 2017 5.5% 2016 6.4% Fund Manager information for Motilal Oswal Ultra Short Term Fund
Name Since Tenure Rakesh Shetty 22 Nov 22 3.52 Yr. Data below for Motilal Oswal Ultra Short Term Fund as on 31 May 26
Asset Allocation
Asset Class Value Cash 74.12% Debt 25.88% Debt Sector Allocation
Sector Value Cash Equivalent 41.56% Corporate 39.29% Government 19.15% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tbill
Sovereign Bonds | -20% ₹74 Cr 7,500,000 10/09/2026 Maturing 364 DTB
Sovereign Bonds | -7% ₹25 Cr 2,500,000 India (Republic of)
- | -6% ₹24 Cr 2,500,000 Punjab National Bank
Debentures | -6% ₹24 Cr 2,500,000
↑ 2,500,000 National Bank for Agriculture and Rural Development
Domestic Bonds | -6% ₹24 Cr 2,500,000 SBI Funds Management Private Ltd
Debentures | -0% ₹2 Cr 1,358 Tata Capital Limited
Commercial Paper | -7% ₹25 Cr 2,500,000 Indian Bank
Certificate of Deposit | -7% ₹25 Cr 2,500,000 Union Bank Of India
Certificate of Deposit | -7% ₹25 Cr 2,500,000 Sundaram Finance Limited
Commercial Paper | -7% ₹25 Cr 2,500,000 5. Motilal Oswal Long Term Equity Fund
Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (19 Jun 26) ₹55.8585 ↑ 0.63 (1.14 %) Net Assets (Cr) ₹4,663 on 31 May 26 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.02 Information Ratio 0.73 Alpha Ratio 3.21 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 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 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 26 Duration Returns 1 Month 6% 3 Month 17.1% 6 Month 11.3% 1 Year 10.7% 3 Year 22.8% 5 Year 18.4% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 -9.1% 2024 47.7% 2023 37% 2022 1.8% 2021 32.1% 2020 8.8% 2019 13.2% 2018 -8.7% 2017 44% 2016 12.5% Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Ajay Khandelwal 11 Dec 23 2.47 Yr. Ankit Agarwal 16 Mar 26 0.21 Yr. Rakesh Shetty 22 Nov 22 3.52 Yr. Atul Mehra 1 Oct 24 1.66 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 28.81% Industrials 26.93% Consumer Cyclical 15.5% Basic Materials 11.95% Technology 10.88% Health Care 4.56% Asset Allocation
Asset Class Value Cash 1.37% Equity 98.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX8% ₹355 Cr 1,196,040
↓ -100,000 Piramal Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | PIRAMALFIN6% ₹260 Cr 1,298,583 Jain Resource Recycling Ltd (Basic Materials)
Equity, Since 31 Oct 25 | JAINREC5% ₹230 Cr 5,011,074 Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | APARINDS5% ₹225 Cr 182,754
↓ -32,891 Ather Energy Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | ATHERENERG5% ₹215 Cr 2,301,469 OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE5% ₹212 Cr 1,221,228 Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 30 Nov 25 | GROWW4% ₹204 Cr 9,500,454
↓ -2,209,953 Zen Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | ZENTEC4% ₹204 Cr 1,218,528 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER4% ₹198 Cr 246,357
↓ -30,000 Waaree Energies Ltd (Technology)
Equity, Since 31 Oct 24 | WAAREEENER4% ₹196 Cr 627,718
મોતીલાલ મ્યુચ્યુઅલ ફંડમાં ઓનલાઈન કેવી રીતે રોકાણ કરવું?
Fincash.com પર આજીવન માટે મફત રોકાણ ખાતું ખોલો.
તમારી નોંધણી અને KYC પ્રક્રિયા પૂર્ણ કરો
દસ્તાવેજો અપલોડ કરો (PAN, આધાર, વગેરે).અને, તમે રોકાણ કરવા માટે તૈયાર છો!
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2026 Shepard Technologies Private Limited. All Rights Reserved
Research Highlights for Motilal Oswal Multicap 35 Fund