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शीर्ष 4 मोतीलाल एसआईपी म्यूचुअल फंड 2022

Updated on January 19, 2026 , 8568 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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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 Midcap 30 Fund  Growth ₹93.8155
↓ -1.62
₹36,880 500 -10.5-9.7-3.422.825.4-12.1
Motilal Oswal Multicap 35 Fund Growth ₹57.992
↓ -0.77
₹13,862 500 -7.8-8.12.12113.3-5.6
Motilal Oswal Long Term Equity Fund Growth ₹47.7651
↓ -0.32
₹4,341 500 -9.7-10.1-320.917.7-9.1
Motilal Oswal Focused 25 Fund  Growth ₹41.93
↓ -0.39
₹1,513 500 -4.8-5.20.18.87.4-1.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jan 26

Research Highlights & Commentary of 4 Funds showcased

CommentaryMotilal Oswal Midcap 30 Fund Motilal Oswal Multicap 35 FundMotilal Oswal Long Term Equity FundMotilal Oswal Focused 25 Fund 
Point 1Highest AUM (₹36,880 Cr).Upper mid AUM (₹13,862 Cr).Lower mid AUM (₹4,341 Cr).Bottom quartile AUM (₹1,513 Cr).
Point 2Established history (11+ yrs).Established history (11+ yrs).Established history (11+ yrs).Oldest track record among peers (12 yrs).
Point 3Rating: 3★ (upper mid).Top rated.Not 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: 25.41% (top quartile).5Y return: 13.32% (lower mid).5Y return: 17.72% (upper mid).5Y return: 7.39% (bottom quartile).
Point 63Y return: 22.77% (top quartile).3Y return: 21.01% (upper mid).3Y return: 20.88% (lower mid).3Y return: 8.81% (bottom quartile).
Point 71Y return: -3.40% (bottom quartile).1Y return: 2.12% (top quartile).1Y return: -3.03% (lower mid).1Y return: 0.10% (upper mid).
Point 8Alpha: -18.12 (bottom quartile).Alpha: -12.91 (upper mid).Alpha: -16.15 (lower mid).Alpha: -8.70 (top quartile).
Point 9Sharpe: -0.79 (bottom quartile).Sharpe: -0.51 (lower mid).Sharpe: -0.43 (upper mid).Sharpe: -0.21 (top quartile).
Point 10Information ratio: 0.10 (lower mid).Information ratio: 0.54 (top quartile).Information ratio: 0.53 (upper mid).Information ratio: -0.72 (bottom quartile).

Motilal Oswal Midcap 30 Fund 

  • Highest AUM (₹36,880 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.41% (top quartile).
  • 3Y return: 22.77% (top quartile).
  • 1Y return: -3.40% (bottom quartile).
  • Alpha: -18.12 (bottom quartile).
  • Sharpe: -0.79 (bottom quartile).
  • Information ratio: 0.10 (lower mid).

Motilal Oswal Multicap 35 Fund

  • Upper mid AUM (₹13,862 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.32% (lower mid).
  • 3Y return: 21.01% (upper mid).
  • 1Y return: 2.12% (top quartile).
  • Alpha: -12.91 (upper mid).
  • Sharpe: -0.51 (lower mid).
  • Information ratio: 0.54 (top quartile).

Motilal Oswal Long Term Equity Fund

  • Lower mid AUM (₹4,341 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.72% (upper mid).
  • 3Y return: 20.88% (lower mid).
  • 1Y return: -3.03% (lower mid).
  • Alpha: -16.15 (lower mid).
  • Sharpe: -0.43 (upper mid).
  • Information ratio: 0.53 (upper mid).

Motilal Oswal Focused 25 Fund 

  • Bottom quartile AUM (₹1,513 Cr).
  • Oldest track record among peers (12 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 7.39% (bottom quartile).
  • 3Y return: 8.81% (bottom quartile).
  • 1Y return: 0.10% (upper mid).
  • Alpha: -8.70 (top quartile).
  • Sharpe: -0.21 (top quartile).
  • Information ratio: -0.72 (bottom quartile).

1. 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 (₹36,880 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.41% (top quartile).
  • 3Y return: 22.77% (top quartile).
  • 1Y return: -3.40% (bottom quartile).
  • Alpha: -18.12 (bottom quartile).
  • Sharpe: -0.79 (bottom quartile).
  • Information ratio: 0.10 (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 (21 Jan 26) ₹93.8155 ↓ -1.62   (-1.70 %)
Net Assets (Cr) ₹36,880 on 31 Dec 25
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.56
Sharpe Ratio -0.79
Information Ratio 0.1
Alpha Ratio -18.12
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 Dec 20₹10,000
31 Dec 21₹15,583
31 Dec 22₹17,252
31 Dec 23₹24,442
31 Dec 24₹38,406
31 Dec 25₹33,746

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 ₹570,326.
Net Profit of ₹270,326
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 21 Jan 26

DurationReturns
1 Month -6.7%
3 Month -10.5%
6 Month -9.7%
1 Year -3.4%
3 Year 22.8%
5 Year 25.4%
10 Year
15 Year
Since launch 20.7%
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
Ajay Khandelwal1 Oct 241.25 Yr.
Niket Shah1 Jul 205.51 Yr.
Rakesh Shetty22 Nov 223.11 Yr.
Sunil Sawant1 Jul 241.5 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Dec 25

Equity Sector Allocation
SectorValue
Technology34.62%
Consumer Cyclical15.12%
Industrials10.84%
Financial Services10.65%
Communication Services9.14%
Real Estate2.38%
Health Care0.85%
Asset Allocation
Asset ClassValue
Cash18.4%
Equity81.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹3,744 Cr5,969,840
↓ -30,160
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
9%₹3,284 Cr19,750,000
One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 543396
8%₹2,923 Cr22,501,127
↑ 21,166
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
8%₹2,914 Cr60,043,240
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON
7%₹2,541 Cr2,100,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | 543320
6%₹2,127 Cr76,501,000
↓ -33,500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 25 | BHARTIARTL
5%₹2,004 Cr9,517,664
↑ 17,664
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI
5%₹1,784 Cr4,000,000
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL
5%₹1,699 Cr47,500,000
Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA
4%₹1,366 Cr7,500,000

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 (₹13,862 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.32% (lower mid).
  • 3Y return: 21.01% (upper mid).
  • 1Y return: 2.12% (top quartile).
  • Alpha: -12.91 (upper mid).
  • Sharpe: -0.51 (lower mid).
  • Information ratio: 0.54 (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 (21 Jan 26) ₹57.992 ↓ -0.77   (-1.31 %)
Net Assets (Cr) ₹13,862 on 31 Dec 25
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio -0.51
Information Ratio 0.54
Alpha Ratio -12.91
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 Dec 20₹10,000
31 Dec 21₹11,530
31 Dec 22₹11,187
31 Dec 23₹14,654
31 Dec 24₹21,349
31 Dec 25₹20,147

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 ₹426,080.
Net Profit of ₹126,080
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 21 Jan 26

DurationReturns
1 Month -5.1%
3 Month -7.8%
6 Month -8.1%
1 Year 2.1%
3 Year 21%
5 Year 13.3%
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
Ajay Khandelwal1 Oct 241.25 Yr.
Niket Shah1 Jul 223.51 Yr.
Rakesh Shetty22 Nov 223.11 Yr.
Atul Mehra1 Oct 241.25 Yr.
Sunil Sawant1 Jul 241.5 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Technology22.19%
Industrials15.89%
Consumer Cyclical13.34%
Financial Services12.91%
Communication Services9.44%
Energy2.24%
Consumer Defensive0.27%
Asset Allocation
Asset ClassValue
Cash23.73%
Equity76.27%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT
10%₹1,411 Cr2,249,513
↓ -487
Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE
9%₹1,247 Cr7,500,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL
7%₹974 Cr20,075,900
↓ -3,424,100
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN
7%₹933 Cr5,480,348
↓ -397,148
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB
7%₹905 Cr1,188,311
↓ -275,250
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | 532174
6%₹853 Cr6,353,221
↑ 3,853,721
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | 500093
6%₹770 Cr11,879,369
↓ -120,631
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | 543320
6%₹765 Cr27,525,000
↓ -12,500,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 890157
5%₹676 Cr4,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 25 | BHARTIARTL
5%₹632 Cr3,000,000

3. 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 (₹4,341 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.72% (upper mid).
  • 3Y return: 20.88% (lower mid).
  • 1Y return: -3.03% (lower mid).
  • Alpha: -16.15 (lower mid).
  • Sharpe: -0.43 (upper mid).
  • Information ratio: 0.53 (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 (21 Jan 26) ₹47.7651 ↓ -0.32   (-0.66 %)
Net Assets (Cr) ₹4,341 on 31 Dec 25
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.65
Sharpe Ratio -0.43
Information Ratio 0.53
Alpha Ratio -16.15
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 20₹10,000
31 Dec 21₹13,206
31 Dec 22₹13,441
31 Dec 23₹18,420
31 Dec 24₹27,210
31 Dec 25₹24,741

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 21 Jan 26

DurationReturns
1 Month -4.9%
3 Month -9.7%
6 Month -10.1%
1 Year -3%
3 Year 20.9%
5 Year 17.7%
10 Year
15 Year
Since launch 15.3%
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 232.06 Yr.
Rakesh Shetty22 Nov 223.11 Yr.
Atul Mehra1 Oct 241.25 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Financial Services28.84%
Industrials23.25%
Consumer Cyclical16.56%
Technology10.56%
Basic Materials8.31%
Real Estate3.96%
Health Care3.54%
Consumer Defensive1.96%
Asset Allocation
Asset ClassValue
Cash3.03%
Equity96.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX
7%₹289 Cr259,208
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
5%₹222 Cr8,000,000
↓ -970,581
Piramal Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | PIRAMALFIN
5%₹212 Cr1,288,233
↑ 9,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 25 | 533398
5%₹208 Cr546,874
PTC Industries Ltd (Industrials)
Equity, Since 30 Sep 24 | 539006
4%₹186 Cr100,321
One97 Communications Ltd (Technology)
Equity, Since 30 Jun 25 | 543396
4%₹176 Cr1,351,856
↑ 94,889
Waaree Energies Ltd (Technology)
Equity, Since 31 Oct 24 | 544277
4%₹173 Cr583,979
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE
4%₹172 Cr1,077,437
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER
4%₹165 Cr259,006
↑ 18,656
Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | APARINDS
4%₹163 Cr194,366
↑ 9,736

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 (₹1,513 Cr).
  • Oldest track record among peers (12 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 7.39% (bottom quartile).
  • 3Y return: 8.81% (bottom quartile).
  • 1Y return: 0.10% (upper mid).
  • Alpha: -8.70 (top quartile).
  • Sharpe: -0.21 (top quartile).
  • Information ratio: -0.72 (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 (21 Jan 26) ₹41.93 ↓ -0.39   (-0.93 %)
Net Assets (Cr) ₹1,513 on 31 Dec 25
Category Equity - Focused
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio -0.21
Information Ratio -0.72
Alpha Ratio -8.7
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 Dec 20₹10,000
31 Dec 21₹11,459
31 Dec 22₹11,683
31 Dec 23₹13,881
31 Dec 24₹15,772
31 Dec 25₹15,502

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 ₹367,070.
Net Profit of ₹67,070
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 21 Jan 26

DurationReturns
1 Month -4.9%
3 Month -4.8%
6 Month -5.2%
1 Year 0.1%
3 Year 8.8%
5 Year 7.4%
10 Year
15 Year
Since launch 11.9%
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 250.38 Yr.
Rakesh Shetty22 Nov 223.11 Yr.
Atul Mehra1 Oct 241.25 Yr.
Sunil Sawant1 Jul 241.5 Yr.

Data below for Motilal Oswal Focused 25 Fund  as on 31 Dec 25

Equity Sector Allocation
SectorValue
Financial Services23.43%
Technology19.65%
Consumer Cyclical19.47%
Industrials13.17%
Basic Materials6.54%
Consumer Defensive4.38%
Health Care4.12%
Communication Services3.5%
Utility2.3%
Asset Allocation
Asset ClassValue
Cash3.44%
Equity96.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
One97 Communications Ltd (Technology)
Equity, Since 30 Apr 23 | 543396
7%₹99 Cr761,048
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jan 25 | MCX
6%₹85 Cr76,114
↑ 78
Piramal Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | PIRAMALFIN
5%₹71 Cr429,509
↓ -147,661
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | RADICO
4%₹66 Cr201,088
↑ 2,408
OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE
4%₹62 Cr344,085
Coforge Ltd (Technology)
Equity, Since 31 Aug 25 | COFORGE
4%₹58 Cr345,808
↑ 4,025
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | 540611
4%₹57 Cr569,956
Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 543349
4%₹56 Cr328,917
↑ 15,645
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Oct 25 | ABCAPITAL
4%₹55 Cr1,539,252
↑ 180,551
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 25 | BHARTIARTL
4%₹53 Cr251,499
↑ 28,877

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!

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