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शीर्ष 4 मोतीलाल एसआईपी म्यूचुअल फंड 2022

Updated on July 6, 2026 , 8875 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।

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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 (%)2025 (%)
Motilal Oswal Long Term Equity Fund Growth ₹54.2505
↓ -0.78
₹4,663 500 10.48.3320.717-9.1
Motilal Oswal Multicap 35 Fund Growth ₹57.6604
↓ -0.74
₹12,937 500 4.9-5.1-8.417.311.3-5.6
Motilal Oswal Midcap 30 Fund  Growth ₹93.5389
↓ -1.55
₹36,458 500 4.3-5.5-9.217.121.1-12.1
Motilal Oswal Focused 25 Fund  Growth ₹48.5192
↓ -0.72
₹1,557 500 14.610.512.511.28.9-1.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jul 26

Research Highlights & Commentary of 4 Funds showcased

CommentaryMotilal Oswal Long Term Equity FundMotilal Oswal Multicap 35 FundMotilal Oswal Midcap 30 Fund Motilal Oswal Focused 25 Fund 
Point 1Lower mid AUM (₹4,663 Cr).Upper mid AUM (₹12,937 Cr).Highest AUM (₹36,458 Cr).Bottom quartile AUM (₹1,557 Cr).
Point 2Established history (11+ yrs).Established history (12+ yrs).Established history (12+ yrs).Oldest track record among peers (13 yrs).
Point 3Not Rated.Top rated.Rating: 3★ (upper mid).Rating: 3★ (lower mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 16.98% (upper mid).5Y return: 11.31% (lower mid).5Y return: 21.12% (top quartile).5Y return: 8.92% (bottom quartile).
Point 63Y return: 20.68% (top quartile).3Y return: 17.30% (upper mid).3Y return: 17.13% (lower mid).3Y return: 11.23% (bottom quartile).
Point 71Y return: 2.96% (upper mid).1Y return: -8.39% (lower mid).1Y return: -9.24% (bottom quartile).1Y return: 12.51% (top quartile).
Point 8Alpha: 3.21 (upper mid).Alpha: -5.87 (lower mid).Alpha: -14.76 (bottom quartile).Alpha: 6.10 (top quartile).
Point 9Sharpe: -0.02 (upper mid).Sharpe: -0.52 (lower mid).Sharpe: -0.55 (bottom quartile).Sharpe: 0.14 (top quartile).
Point 10Information ratio: 0.73 (top quartile).Information ratio: 0.47 (upper mid).Information ratio: -0.36 (bottom quartile).Information ratio: -0.34 (lower mid).

Motilal Oswal Long Term Equity Fund

  • Lower mid AUM (₹4,663 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.98% (upper mid).
  • 3Y return: 20.68% (top quartile).
  • 1Y return: 2.96% (upper mid).
  • Alpha: 3.21 (upper mid).
  • Sharpe: -0.02 (upper mid).
  • Information ratio: 0.73 (top quartile).

Motilal Oswal Multicap 35 Fund

  • Upper mid AUM (₹12,937 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.31% (lower mid).
  • 3Y return: 17.30% (upper mid).
  • 1Y return: -8.39% (lower mid).
  • Alpha: -5.87 (lower mid).
  • Sharpe: -0.52 (lower mid).
  • Information ratio: 0.47 (upper mid).

Motilal Oswal Midcap 30 Fund 

  • Highest AUM (₹36,458 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.12% (top quartile).
  • 3Y return: 17.13% (lower mid).
  • 1Y return: -9.24% (bottom quartile).
  • Alpha: -14.76 (bottom quartile).
  • Sharpe: -0.55 (bottom quartile).
  • Information ratio: -0.36 (bottom quartile).

Motilal Oswal Focused 25 Fund 

  • Bottom quartile AUM (₹1,557 Cr).
  • Oldest track record among peers (13 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 8.92% (bottom quartile).
  • 3Y return: 11.23% (bottom quartile).
  • 1Y return: 12.51% (top quartile).
  • Alpha: 6.10 (top quartile).
  • Sharpe: 0.14 (top quartile).
  • Information ratio: -0.34 (lower mid).

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 (₹4,663 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.98% (upper mid).
  • 3Y return: 20.68% (top quartile).
  • 1Y return: 2.96% (upper mid).
  • Alpha: 3.21 (upper mid).
  • Sharpe: -0.02 (upper mid).
  • Information ratio: 0.73 (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 (08 Jul 26) ₹54.2505 ↓ -0.78   (-1.43 %)
Net Assets (Cr) ₹4,663 on 31 May 26
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
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.

DateValue
30 Jun 21₹10,000
30 Jun 22₹9,362
30 Jun 23₹12,562
30 Jun 24₹19,819
30 Jun 25₹21,898
30 Jun 26₹22,806

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 8 Jul 26

DurationReturns
1 Month 2.1%
3 Month 10.4%
6 Month 8.3%
1 Year 3%
3 Year 20.7%
5 Year 17%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ajay Khandelwal11 Dec 232.55 Yr.
Ankit Agarwal16 Mar 260.29 Yr.
Rakesh Shetty22 Nov 223.61 Yr.
Atul Mehra1 Oct 241.75 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services25.8%
Industrials23.55%
Consumer Cyclical16.57%
Basic Materials13.61%
Technology13.23%
Health Care4.78%
Asset Allocation
Asset ClassValue
Cash2.46%
Equity97.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX
7%₹337 Cr1,140,862
↓ -55,178
OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE
5%₹223 Cr1,221,228
Zen Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | ZENTEC
4%₹203 Cr1,218,528
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 25 | MUTHOOTFIN
4%₹197 Cr588,318
↑ 41,444
Ather Energy Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | ATHERENERG
4%₹192 Cr1,990,789
↓ -310,680
Waaree Energies Ltd (Technology)
Equity, Since 31 Oct 24 | WAAREEENER
4%₹188 Cr600,000
↓ -27,718
Jain Resource Recycling Ltd (Basic Materials)
Equity, Since 31 Oct 25 | JAINREC
4%₹187 Cr5,000,000
↓ -11,074
PTC Industries Ltd (Industrials)
Equity, Since 30 Sep 24 | 539006
4%₹186 Cr115,181
Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON
4%₹185 Cr32,483,092
Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | APARINDS
4%₹176 Cr134,000
↓ -48,754

2. 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 (₹12,937 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.31% (lower mid).
  • 3Y return: 17.30% (upper mid).
  • 1Y return: -8.39% (lower mid).
  • Alpha: -5.87 (lower mid).
  • Sharpe: -0.52 (lower mid).
  • Information ratio: 0.47 (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 (08 Jul 26) ₹57.6604 ↓ -0.74   (-1.26 %)
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.

DateValue
30 Jun 21₹10,000
30 Jun 22₹8,925
30 Jun 23₹10,742
30 Jun 24₹16,691
30 Jun 25₹19,055
30 Jun 26₹17,562

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 8 Jul 26

DurationReturns
1 Month 3.1%
3 Month 4.9%
6 Month -5.1%
1 Year -8.4%
3 Year 17.3%
5 Year 11.3%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Varun Sharma21 Jan 260.44 Yr.
Swapnil Mayekar18 Nov 250.62 Yr.
Ajay Khandelwal1 Oct 241.75 Yr.
Ankit Agarwal21 Jan 260.44 Yr.
Rakesh Shetty22 Nov 223.61 Yr.
Atul Mehra1 Oct 241.75 Yr.

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

Equity Sector Allocation
SectorValue
Industrials28.27%
Financial Services21.24%
Consumer Cyclical19.01%
Technology17.65%
Health Care6.26%
Basic Materials2.26%
Asset Allocation
Asset ClassValue
Cash5.31%
Equity94.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | CGPOWER
7%₹853 Cr9,300,000
↓ -800,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL
6%₹809 Cr22,782,390
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | ETERNAL
5%₹689 Cr27,500,000
Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE
5%₹628 Cr4,415,566
↓ -1,216,327
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT
5%₹598 Cr1,150,675
↓ -61,486
Waaree Energies Ltd (Technology)
Equity, Since 28 Feb 26 | WAAREEENER
4%₹534 Cr1,700,905
↑ 40,684
Shriram Finance Ltd (Financial Services)
Equity, Since 31 Mar 26 | SHRIRAMFIN
4%₹533 Cr5,630,608
Ather Energy Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | ATHERENERG
4%₹502 Cr5,202,599
↑ 4,053
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 26 | MCX
4%₹473 Cr1,600,000
IndusInd Bank Ltd (Financial Services)
Equity, Since 28 Feb 26 | INDUSINDBK
4%₹460 Cr5,030,673

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 (₹36,458 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.12% (top quartile).
  • 3Y return: 17.13% (lower mid).
  • 1Y return: -9.24% (bottom quartile).
  • Alpha: -14.76 (bottom quartile).
  • Sharpe: -0.55 (bottom quartile).
  • Information ratio: -0.36 (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 (08 Jul 26) ₹93.5389 ↓ -1.55   (-1.63 %)
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.

DateValue
30 Jun 21₹10,000
30 Jun 22₹11,908
30 Jun 23₹16,418
30 Jun 24₹26,938
30 Jun 25₹29,503
30 Jun 26₹26,510

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 ₹518,033.
Net Profit of ₹218,033
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 8 Jul 26

DurationReturns
1 Month 4.4%
3 Month 4.3%
6 Month -5.5%
1 Year -9.2%
3 Year 17.1%
5 Year 21.1%
10 Year
15 Year
Since launch 19.8%
Historical performance (Yearly) on absolute basis
YearReturns
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 
NameSinceTenure
Varun Sharma21 Jan 260.44 Yr.
Swapnil Mayekar18 Nov 250.62 Yr.
Ajay Khandelwal1 Oct 241.75 Yr.
Ankit Agarwal21 Jan 260.44 Yr.
Rakesh Shetty22 Nov 223.61 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services31.02%
Technology26.84%
Industrials13.76%
Consumer Cyclical13.41%
Communication Services3.08%
Real Estate2.81%
Health Care2.46%
Asset Allocation
Asset ClassValue
Cash6.63%
Equity93.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | PAYTM
7%₹2,659 Cr23,765,865
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
6%₹2,233 Cr15,703,312
↓ -979,603
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
6%₹2,180 Cr61,413,395
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI
6%₹2,123 Cr4,030,834
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | ETERNAL
6%₹2,115 Cr84,386,866
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
6%₹2,091 Cr4,026,493
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL
5%₹1,906 Cr52,459,381
↓ -1,000,000
Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 31 Jan 26 | GROWW
4%₹1,564 Cr84,616,660
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jan 26 | MCX
4%₹1,539 Cr5,209,458
BSE Ltd (Financial Services)
Equity, Since 30 Nov 25 | BSE
4%₹1,451 Cr3,500,830
↓ -256,232

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 (₹1,557 Cr).
  • Oldest track record among peers (13 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 8.92% (bottom quartile).
  • 3Y return: 11.23% (bottom quartile).
  • 1Y return: 12.51% (top quartile).
  • Alpha: 6.10 (top quartile).
  • Sharpe: 0.14 (top quartile).
  • Information ratio: -0.34 (lower mid).

Below is the key information for Motilal Oswal Focused 25 Fund 

Motilal Oswal Focused 25 Fund 
Growth
Launch Date 7 May 13
NAV (08 Jul 26) ₹48.5192 ↓ -0.72   (-1.46 %)
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.

DateValue
30 Jun 21₹10,000
30 Jun 22₹9,256
30 Jun 23₹11,328
30 Jun 24₹14,505
30 Jun 25₹13,885
30 Jun 26₹15,417

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 8 Jul 26

DurationReturns
1 Month 5.7%
3 Month 14.6%
6 Month 10.5%
1 Year 12.5%
3 Year 11.2%
5 Year 8.9%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
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 
NameSinceTenure
Varun Sharma14 Aug 250.88 Yr.
Swapnil Mayekar18 Nov 250.61 Yr.
Ankit Agarwal5 Aug 250.9 Yr.
Rakesh Shetty22 Nov 223.61 Yr.
Atul Mehra1 Oct 241.75 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services23.84%
Industrials21.59%
Consumer Cyclical17.2%
Technology8.99%
Health Care7.23%
Basic Materials7.03%
Utility3.18%
Communication Services2.46%
Asset Allocation
Asset ClassValue
Cash5.55%
Equity94.45%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aditya Infotech Ltd (Industrials)
Equity, Since 28 Feb 26 | CPPLUS
5%₹76 Cr261,175
ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jan 26 | ICICIAMC
4%₹68 Cr193,190
↑ 8,826
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 26 | PERSISTENT
4%₹66 Cr127,008
↑ 19,051
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 28 Feb 26 | CGPOWER
4%₹65 Cr707,583
↓ -71,782
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | AUBANK
4%₹64 Cr645,708
↑ 40,286
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 26 | ETERNAL
4%₹63 Cr2,529,956
↑ 118,365
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 28 Feb 26 | APOLLOHOSP
4%₹62 Cr75,565
↑ 4,721
Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | GABRIEL
4%₹59 Cr536,227
Aditya Vision Ltd (Consumer Cyclical)
Equity, Since 30 Sep 25 | 540205
4%₹55 Cr1,020,017
ABB India Ltd (Industrials)
Equity, Since 31 May 26 | ABB
3%₹54 Cr74,566
↑ 74,566

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?

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