SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909Dashboard

शीर्ष 4 मोतीलाल एसआईपी म्यूचुअल फंड 2022

Updated on September 7, 2026 , 9008 views

सिप या व्यवस्थितनिवेश योजना करने का एक अच्छा तरीका हैम्युचुअल फंड में निवेश. मोतीलाल द्वारा पेश की गई एसआईपी योजनाएंम्यूचुअल फंड नियमित रूप से एक निश्चित राशि बचाने का एक शानदार तरीका हैआधार जैसे साप्ताहिक/मासिक/तिमाही। यह नियमित बचत को प्रोत्साहित करता है और इसके लाभ भी देता हैकंपाउंडिंग की शक्ति.

SIP प्लान के साथ आप मजबूत संपत्ति बनाने के लिए आसानी से लंबी अवधि के लिए निवेशित रह सकते हैं। चूंकि, राशि को नियमित अंतराल पर निवेश किया जाता है, यह के प्रभाव को भी कम करता हैमंडी अस्थिरता। के साथएसआईपी निवेशनिवेशक अपने विभिन्न लक्ष्यों जैसे सेवानिवृत्ति, विवाह, घर/वाहन की खरीद या यहां तक कि उच्च शिक्षा आदि की योजना भी बना सकते हैं।

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

Motilal-SIP-Mutual-Funds

मोतीलाल म्यूचुअल फंड एसआईपी में निवेश क्यों करें?

  • मोतीलाल एमएफ के साथ एक व्यवस्थित निवेश योजना रखने के लिए बड़ी राशि की आवश्यकता नहीं होती हैनिवेश क्योंकि शुरुआती राशि 500 रुपये जितनी कम है।

  • मोतीलाल एसआईपी म्यूचुअल फंड कम उम्र से ही बचत की आदत बनाने के लिए प्रोत्साहित करता है

  • SIP में निवेश करके कोई भी अपनी लंबी अवधि की योजना बना सकता हैवित्तीय लक्ष्यों जैसे कार/घर खरीदना, अंतरराष्ट्रीय यात्रा के लिए बचत करना, बच्चे की शिक्षा के लिए बचत करना,सेवानिवृत्ति योजना या कोई अन्य संपत्ति खरीदने के लिए।

  • यह देखते हुए कि एक व्यवस्थित निवेश योजना लंबी अवधि में फैली हुई है, कोई भी शेयर बाजार की सभी अवधियों, उतार-चढ़ाव और अधिक महत्वपूर्ण रूप से मंदी को पकड़ लेता है। मंदी में, जब अधिकांश निवेशकों को डर लगता है, एसआईपी की किस्तें निवेशकों को "कम" खरीदना सुनिश्चित करती हैं।

तो, आज ही में SIP शुरू करेंइक्विटी फ़ंड इन शीर्ष 4 सर्वश्रेष्ठ मोतीलाल एसआईपी फंड में निवेश करके। इन फंडों को एयूएम जैसे कुछ मानकों को पूरा करके शॉर्टलिस्ट किया गया है।नहीं हैं, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न, आदि।

सर्वश्रेष्ठ मोतीलाल म्यूचुअल फंड एसआईपी इक्विटी फंड में निवेश करने के लिए

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Long Term Equity Fund Growth ₹58.2992
↓ -0.22
₹4,784 500 7.823.414.321.116.3-9.1
Motilal Oswal Midcap 30 Fund  Growth ₹104.543
↓ -0.02
₹40,036 500 15.522.10.717.320.7-12.1
Motilal Oswal Multicap 35 Fund Growth ₹63.8682
↓ -0.28
₹13,940 500 12.918.22.716.812.1-5.6
Motilal Oswal Focused 25 Fund  Growth ₹53.6741
↓ -0.24
₹1,693 500 15.630.327.312.79.4-1.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Sep 26

Research Highlights & Commentary of 4 Funds showcased

CommentaryMotilal Oswal Long Term Equity FundMotilal Oswal Midcap 30 Fund Motilal Oswal Multicap 35 FundMotilal Oswal Focused 25 Fund 
Point 1Lower mid AUM (₹4,784 Cr).Highest AUM (₹40,036 Cr).Upper mid AUM (₹13,940 Cr).Bottom quartile AUM (₹1,693 Cr).
Point 2Established history (11+ yrs).Established history (12+ yrs).Established history (12+ yrs).Oldest track record among peers (13 yrs).
Point 3Not Rated.Rating: 3★ (upper mid).Top rated.Rating: 3★ (lower mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 16.27% (upper mid).5Y return: 20.75% (top quartile).5Y return: 12.05% (lower mid).5Y return: 9.41% (bottom quartile).
Point 63Y return: 21.07% (top quartile).3Y return: 17.26% (upper mid).3Y return: 16.84% (lower mid).3Y return: 12.70% (bottom quartile).
Point 71Y return: 14.28% (upper mid).1Y return: 0.74% (bottom quartile).1Y return: 2.74% (lower mid).1Y return: 27.30% (top quartile).
Point 8Alpha: 2.11 (upper mid).Alpha: -9.71 (bottom quartile).Alpha: -3.79 (lower mid).Alpha: 12.26 (top quartile).
Point 9Sharpe: 0.07 (upper mid).Sharpe: -0.24 (lower mid).Sharpe: -0.26 (bottom quartile).Sharpe: 0.61 (top quartile).
Point 10Information ratio: 0.65 (upper mid).Information ratio: 0.06 (lower mid).Information ratio: 0.70 (top quartile).Information ratio: -0.07 (bottom quartile).

Motilal Oswal Long Term Equity Fund

  • Lower mid AUM (₹4,784 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.27% (upper mid).
  • 3Y return: 21.07% (top quartile).
  • 1Y return: 14.28% (upper mid).
  • Alpha: 2.11 (upper mid).
  • Sharpe: 0.07 (upper mid).
  • Information ratio: 0.65 (upper mid).

Motilal Oswal Midcap 30 Fund 

  • Highest AUM (₹40,036 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.75% (top quartile).
  • 3Y return: 17.26% (upper mid).
  • 1Y return: 0.74% (bottom quartile).
  • Alpha: -9.71 (bottom quartile).
  • Sharpe: -0.24 (lower mid).
  • Information ratio: 0.06 (lower mid).

Motilal Oswal Multicap 35 Fund

  • Upper mid AUM (₹13,940 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.05% (lower mid).
  • 3Y return: 16.84% (lower mid).
  • 1Y return: 2.74% (lower mid).
  • Alpha: -3.79 (lower mid).
  • Sharpe: -0.26 (bottom quartile).
  • Information ratio: 0.70 (top quartile).

Motilal Oswal Focused 25 Fund 

  • Bottom quartile AUM (₹1,693 Cr).
  • Oldest track record among peers (13 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 9.41% (bottom quartile).
  • 3Y return: 12.70% (bottom quartile).
  • 1Y return: 27.30% (top quartile).
  • Alpha: 12.26 (top quartile).
  • Sharpe: 0.61 (top quartile).
  • Information ratio: -0.07 (bottom quartile).

1. 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 (₹4,784 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.27% (upper mid).
  • 3Y return: 21.07% (top quartile).
  • 1Y return: 14.28% (upper mid).
  • Alpha: 2.11 (upper mid).
  • Sharpe: 0.07 (upper mid).
  • Information ratio: 0.65 (upper mid).

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 (09 Sep 26) ₹58.2992 ↓ -0.22   (-0.38 %)
Net Assets (Cr) ₹4,784 on 31 Jul 26
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.65
Sharpe Ratio 0.07
Information Ratio 0.65
Alpha Ratio 2.11
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

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 ₹458,689.
Net Profit of ₹158,689
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 9 Sep 26

DurationReturns
1 Month 4.3%
3 Month 7.8%
6 Month 23.4%
1 Year 14.3%
3 Year 21.1%
5 Year 16.3%
10 Year
15 Year
Since launch 16.4%
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

Data below for Motilal Oswal Long Term Equity Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. 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 (₹40,036 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.75% (top quartile).
  • 3Y return: 17.26% (upper mid).
  • 1Y return: 0.74% (bottom quartile).
  • Alpha: -9.71 (bottom quartile).
  • Sharpe: -0.24 (lower mid).
  • Information ratio: 0.06 (lower mid).

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (09 Sep 26) ₹104.543 ↓ -0.02   (-0.02 %)
Net Assets (Cr) ₹40,036 on 31 Jul 26
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.56
Sharpe Ratio -0.24
Information Ratio 0.06
Alpha Ratio -9.71
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

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 9 Sep 26

DurationReturns
1 Month 2.1%
3 Month 15.5%
6 Month 22.1%
1 Year 0.7%
3 Year 17.3%
5 Year 20.7%
10 Year
15 Year
Since launch 20.6%
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

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Jul 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. 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 (₹13,940 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.05% (lower mid).
  • 3Y return: 16.84% (lower mid).
  • 1Y return: 2.74% (lower mid).
  • Alpha: -3.79 (lower mid).
  • Sharpe: -0.26 (bottom quartile).
  • Information ratio: 0.70 (top quartile).

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (09 Sep 26) ₹63.8682 ↓ -0.28   (-0.44 %)
Net Assets (Cr) ₹13,940 on 31 Jul 26
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio -0.26
Information Ratio 0.7
Alpha Ratio -3.79
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

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 ₹415,684.
Net Profit of ₹115,684
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 9 Sep 26

DurationReturns
1 Month 0.4%
3 Month 12.9%
6 Month 18.2%
1 Year 2.7%
3 Year 16.8%
5 Year 12.1%
10 Year
15 Year
Since launch 16.2%
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

Data below for Motilal Oswal Multicap 35 Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. 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 (₹1,693 Cr).
  • Oldest track record among peers (13 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 9.41% (bottom quartile).
  • 3Y return: 12.70% (bottom quartile).
  • 1Y return: 27.30% (top quartile).
  • Alpha: 12.26 (top quartile).
  • Sharpe: 0.61 (top quartile).
  • Information ratio: -0.07 (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 (09 Sep 26) ₹53.6741 ↓ -0.24   (-0.44 %)
Net Assets (Cr) ₹1,693 on 31 Jul 26
Category Equity - Focused
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 0.61
Information Ratio -0.07
Alpha Ratio 12.26
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

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 ₹385,859.
Net Profit of ₹85,859
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 9 Sep 26

DurationReturns
1 Month 2.8%
3 Month 15.6%
6 Month 30.3%
1 Year 27.3%
3 Year 12.7%
5 Year 9.4%
10 Year
15 Year
Since launch 13.4%
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

Data below for Motilal Oswal Focused 25 Fund  as on 31 Jul 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

एसआईपी निवेश कैसे बढ़ता है?

जानना चाहते हैं कि यदि आप एक निश्चित अवधि के लिए मासिक रूप से एक निश्चित राशि का निवेश करते हैं तो आपका एसआईपी निवेश कैसे बढ़ेगा? हम आपको एक उदाहरण के साथ समझाएंगे।

एसआईपी कैलकुलेटर या एसआईपी रिटर्न कैलकुलेटर

एसआईपी कैलकुलेटर आमतौर पर एसआईपी निवेश राशि (लक्ष्य) जैसे इनपुट लेते हैं, जो निवेश करना चाहता है, निवेश के वर्षों की संख्या, अपेक्षितमुद्रास्फीति दरों (इसके लिए एक खाते की जरूरत है!) और अपेक्षित रिटर्न। इसलिए, कोई लक्ष्य प्राप्त करने के लिए आवश्यक एसआईपी रिटर्न की गणना कर सकता है!

मान लीजिए, यदि आप INR 10 का निवेश करते हैं,000 10 साल के लिए देखें आपका SIP निवेश कैसे बढ़ता है-

मासिक निवेश: INR 10,000

निवेश अवधि: 10 वर्ष

निवेश की गई कुल राशि: INR 12,00,000

दीर्घकालिक विकास दर (लगभग): 15%

के अनुसार अपेक्षित रिटर्नघूंट कैलकुलेटर: INR 27,86,573

शुद्ध लाभ: INR 15,86,573 (निरपेक्ष रिटर्न= 132.2%)

उपरोक्त गणनाओं से पता चलता है कि यदि आप 10 वर्षों के लिए 10,000 रुपये मासिक निवेश करते हैं (कुल INR12,00,000) आप कामाएंगेINR 27,86,573, जिसका अर्थ है कि आप जो शुद्ध लाभ कमाते हैं वह हैINR 15,86,573. बढ़िया है ना!

मोतीलाल म्यूचुअल फंड एसआईपी ऑनलाइन में निवेश कैसे करें?

  1. Fincash.com पर आजीवन मुफ्त निवेश खाता खोलें।

  2. अपना पंजीकरण और केवाईसी प्रक्रिया पूरी करें

  3. Upload Documents (PAN, Aadhaar, etc.). और, आप निवेश करने के लिए तैयार हैं!

    शुरू हो जाओ

Disclaimer:
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
How helpful was this page ?
Rated 5, based on 1 reviews.
POST A COMMENT