+91-22-48913909ಟಾಪ್ 4 ಮೋತಿಲಾಲ್ SIP ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು 2022
SIP ಅಥವಾ ವ್ಯವಸ್ಥಿತಹೂಡಿಕೆ ಯೋಜನೆ ಒಂದು ಉತ್ತಮ ಮಾರ್ಗವಾಗಿದೆಮ್ಯೂಚುವಲ್ ಫಂಡ್ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಿ. ಮೋತಿಲಾಲ್ ನೀಡುವ SIP ಯೋಜನೆಗಳುಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ನಿಯಮಿತದಲ್ಲಿ ನಿರ್ದಿಷ್ಟ ಮೊತ್ತವನ್ನು ಉಳಿಸಲು ಉತ್ತಮ ಮಾರ್ಗವಾಗಿದೆಆಧಾರ ವಾರಕ್ಕೊಮ್ಮೆ/ಮಾಸಿಕ/ತ್ರೈಮಾಸಿಕದಂತೆ. ಇದು ನಿಯಮಿತ ಉಳಿತಾಯವನ್ನು ಉತ್ತೇಜಿಸುತ್ತದೆ ಮತ್ತು ಪ್ರಯೋಜನಗಳನ್ನು ನೀಡುತ್ತದೆಸಂಯೋಜನೆಯ ಶಕ್ತಿ.
SIP ಯೋಜನೆಯೊಂದಿಗೆ ನೀವು ಬಲವಾದ ಸಂಪತ್ತನ್ನು ರಚಿಸಲು ದೀರ್ಘಾವಧಿಯವರೆಗೆ ಹೂಡಿಕೆ ಮಾಡಬಹುದು. ನಿಯಮಿತ ಮಧ್ಯಂತರಗಳಲ್ಲಿ ಮೊತ್ತವನ್ನು ಹೂಡಿಕೆ ಮಾಡುವುದರಿಂದ, ಇದು ಪ್ರಭಾವವನ್ನು ಕಡಿಮೆ ಮಾಡುತ್ತದೆಮಾರುಕಟ್ಟೆ ಚಂಚಲತೆ. ಒಂದುSIP ಹೂಡಿಕೆ, ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ವಿವಿಧ ಗುರಿಗಳಾದ ನಿವೃತ್ತಿ, ಮದುವೆ, ಮನೆ/ವಾಹನ ಖರೀದಿ ಅಥವಾ ಉನ್ನತ ಶಿಕ್ಷಣ ಇತ್ಯಾದಿಗಳನ್ನು ಸಹ ಯೋಜಿಸಬಹುದು.
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ಮೋತಿಲಾಲ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ SIP ನಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಿ?
ಮೋತಿಲಾಲ್ MF ನೊಂದಿಗೆ ವ್ಯವಸ್ಥಿತ ಹೂಡಿಕೆ ಯೋಜನೆಯನ್ನು ಹೊಂದಲು ಒಂದು ಬೃಹತ್ ಮೊತ್ತದ ಅಗತ್ಯವಿರುವುದಿಲ್ಲಹೂಡಿಕೆ ಆರಂಭಿಕ ಮೊತ್ತವು 500 ರೂ.
ಮೋತಿಲಾಲ್ SIP ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಚಿಕ್ಕ ವಯಸ್ಸಿನಿಂದಲೇ ಉಳಿತಾಯದ ಅಭ್ಯಾಸವನ್ನು ನಿರ್ಮಿಸಲು ಪ್ರೋತ್ಸಾಹಿಸುತ್ತದೆ
SIP ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವ ಮೂಲಕ ಒಬ್ಬರು ತಮ್ಮ ದೀರ್ಘಾವಧಿಯನ್ನು ಯೋಜಿಸಬಹುದುಹಣಕಾಸಿನ ಗುರಿಗಳು ಕಾರು/ಮನೆ ಖರೀದಿ, ಅಂತರಾಷ್ಟ್ರೀಯ ಪ್ರವಾಸಕ್ಕೆ ಉಳಿತಾಯ, ಮಗುವಿನ ಶಿಕ್ಷಣಕ್ಕಾಗಿ ಉಳಿತಾಯ,ನಿವೃತ್ತಿ ಯೋಜನೆ ಅಥವಾ ಯಾವುದೇ ಇತರ ಸ್ವತ್ತುಗಳನ್ನು ಖರೀದಿಸಲು.
ವ್ಯವಸ್ಥಿತ ಹೂಡಿಕೆ ಯೋಜನೆಯು ದೀರ್ಘಕಾಲದವರೆಗೆ ಹರಡಿರುವುದರಿಂದ, ಷೇರು ಮಾರುಕಟ್ಟೆಯ ಎಲ್ಲಾ ಅವಧಿಗಳು, ಏರಿಳಿತಗಳು ಮತ್ತು ಹೆಚ್ಚು ಮುಖ್ಯವಾಗಿ ಕುಸಿತಗಳನ್ನು ಹಿಡಿಯುತ್ತದೆ. ಕುಸಿತಗಳಲ್ಲಿ, ಹೆಚ್ಚಿನ ಹೂಡಿಕೆದಾರರನ್ನು ಭಯವು ಸೆಳೆದಾಗ, SIP ಕಂತುಗಳು ಹೂಡಿಕೆದಾರರು "ಕಡಿಮೆ" ಖರೀದಿಸುವುದನ್ನು ಖಾತ್ರಿಪಡಿಸುವುದನ್ನು ಮುಂದುವರಿಸುತ್ತವೆ.
ಆದ್ದರಿಂದ, ಇಂದೇ SIP ಅನ್ನು ಪ್ರಾರಂಭಿಸಿಇಕ್ವಿಟಿ ಫಂಡ್ಗಳು ಈ ಟಾಪ್ 4 ಅತ್ಯುತ್ತಮ ಮೋತಿಲಾಲ್ SIP ಫಂಡ್ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವ ಮೂಲಕ. AUM ನಂತಹ ಕೆಲವು ನಿಯತಾಂಕಗಳನ್ನು ಕೈಗೊಳ್ಳುವ ಮೂಲಕ ಈ ಹಣವನ್ನು ಶಾರ್ಟ್ಲಿಸ್ಟ್ ಮಾಡಲಾಗಿದೆ,ಅವು ಅಲ್ಲ, ಹಿಂದಿನ ಪ್ರದರ್ಶನಗಳು, ಪೀರ್ ಸರಾಸರಿ ಆದಾಯ, ಇತ್ಯಾದಿ.
ಇಕ್ವಿಟಿ ಫಂಡ್ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಅತ್ಯುತ್ತಮ ಮೋತಿಲಾಲ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ SIP
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Long Term Equity Fund Growth ₹45.8167
↓ 0.00 ₹4,175 500 -9.3 -10.6 0.3 19.6 15.6 -9.1 Motilal Oswal Multicap 35 Fund Growth ₹51.0546
↓ 0.00 ₹12,890 500 -15.3 -14.7 -10.5 17.8 10.1 -5.6 Motilal Oswal Midcap 30 Fund Growth ₹80.6958
↓ 0.00 ₹33,689 500 -18.4 -18.3 -12.9 17.8 20 -12.1 Motilal Oswal Focused 25 Fund Growth ₹39.5409
↓ 0.00 ₹1,454 500 -10.3 -5.5 3 7.9 6 -1.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Mar 26 Research Highlights & Commentary of 4 Funds showcased
Commentary Motilal Oswal Long Term Equity Fund Motilal Oswal Multicap 35 Fund Motilal Oswal Midcap 30 Fund Motilal Oswal Focused 25 Fund Point 1 Lower mid AUM (₹4,175 Cr). Upper mid AUM (₹12,890 Cr). Highest AUM (₹33,689 Cr). Bottom quartile AUM (₹1,454 Cr). Point 2 Established history (11+ yrs). Established history (11+ yrs). Oldest track record among peers (12 yrs). Established history (12+ yrs). Point 3 Not Rated. Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 15.60% (upper mid). 5Y return: 10.13% (lower mid). 5Y return: 19.96% (top quartile). 5Y return: 5.95% (bottom quartile). Point 6 3Y return: 19.57% (top quartile). 3Y return: 17.85% (upper mid). 3Y return: 17.78% (lower mid). 3Y return: 7.90% (bottom quartile). Point 7 1Y return: 0.30% (upper mid). 1Y return: -10.52% (lower mid). 1Y return: -12.88% (bottom quartile). 1Y return: 3.05% (top quartile). Point 8 Alpha: -3.97 (upper mid). Alpha: -11.42 (lower mid). Alpha: -20.09 (bottom quartile). Alpha: 1.80 (top quartile). Point 9 Sharpe: 0.64 (upper mid). Sharpe: 0.13 (lower mid). Sharpe: -0.29 (bottom quartile). Sharpe: 0.91 (top quartile). Point 10 Information ratio: 0.36 (top quartile). Information ratio: 0.33 (upper mid). Information ratio: -0.36 (lower mid). Information ratio: -0.76 (bottom quartile). Motilal Oswal Long Term Equity Fund
Motilal Oswal Multicap 35 Fund
Motilal Oswal Midcap 30 Fund
Motilal Oswal Focused 25 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. Below is the key information for Motilal Oswal Long Term Equity Fund Returns up to 1 year are on (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 Below is the key information for Motilal Oswal Multicap 35 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 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 1. Motilal Oswal Long Term Equity Fund
Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (31 Mar 26) ₹45.8167 ↓ 0.00 (-0.01 %) Net Assets (Cr) ₹4,175 on 28 Feb 26 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 1.65 Sharpe Ratio 0.64 Information Ratio 0.36 Alpha Ratio -3.97 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,399 31 Mar 23 ₹12,076 31 Mar 24 ₹18,608 31 Mar 25 ₹20,581 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 26 Duration Returns 1 Month -5.3% 3 Month -9.3% 6 Month -10.6% 1 Year 0.3% 3 Year 19.6% 5 Year 15.6% 10 Year 15 Year Since launch 14.6% 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 2.22 Yr. Rakesh Shetty 22 Nov 22 3.27 Yr. Atul Mehra 1 Oct 24 1.41 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 30.43% Industrials 23.89% Consumer Cyclical 17.17% Basic Materials 10.09% Technology 9.8% Real Estate 3.41% Health Care 2.99% Consumer Defensive 1.24% Asset Allocation
Asset Class Value Cash 0.97% Equity 99.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX8% ₹317 Cr 1,296,040 Piramal Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | PIRAMALFIN6% ₹264 Cr 1,518,583
↑ 116,662 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER5% ₹207 Cr 259,006 Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | APARINDS5% ₹206 Cr 184,366
↓ -10,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433205% ₹197 Cr 8,000,000 PTC Industries Ltd (Industrials)
Equity, Since 30 Sep 24 | 5390065% ₹192 Cr 107,189
↑ 4,558 Jain Resource Recycling Ltd (Basic Materials)
Equity, Since 31 Oct 25 | JAINREC4% ₹188 Cr 4,743,065
↑ 872,201 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 25 | MUTHOOTFIN4% ₹183 Cr 546,874 Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 30 Nov 25 | GROWW4% ₹179 Cr 10,941,411 Waaree Energies Ltd (Technology)
Equity, Since 31 Oct 24 | 5442774% ₹158 Cr 583,979 2. Motilal Oswal Multicap 35 Fund
Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (31 Mar 26) ₹51.0546 ↓ 0.00 (0.00 %) Net Assets (Cr) ₹12,890 on 28 Feb 26 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 0.13 Information Ratio 0.33 Alpha Ratio -11.42 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 Mar 21 ₹10,000 31 Mar 22 ₹10,237 31 Mar 23 ₹9,901 31 Mar 24 ₹15,288 31 Mar 25 ₹18,108 Returns for Motilal Oswal Multicap 35 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 26 Duration Returns 1 Month -9.4% 3 Month -15.3% 6 Month -14.7% 1 Year -10.5% 3 Year 17.8% 5 Year 10.1% 10 Year 15 Year Since launch 14.7% 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 0.1 Yr. Swapnil Mayekar 18 Nov 25 0.28 Yr. Ajay Khandelwal 1 Oct 24 1.41 Yr. Ankit Agarwal 21 Jan 26 0.1 Yr. Rakesh Shetty 22 Nov 22 3.27 Yr. Atul Mehra 1 Oct 24 1.41 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 27.58% Technology 17.52% Industrials 16.52% Consumer Cyclical 14.45% Communication Services 4.59% Energy 2.13% Health Care 0.49% Consumer Defensive 0.14% Asset Allocation
Asset Class Value Cash 7.65% Equity 92.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nifty March 2026 Future
- | -9% ₹1,151 Cr 454,090
↑ 454,090 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL7% ₹934 Cr 22,782,390
↑ 509,414 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | CGPOWER7% ₹909 Cr 12,534,629 Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE6% ₹820 Cr 6,911,442
↓ -588,558 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | 5433206% ₹800 Cr 32,498,890 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK6% ₹742 Cr 5,382,830
↓ -975,391 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT6% ₹716 Cr 1,512,841
↓ -401,945 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | HDFCBANK5% ₹665 Cr 7,493,754
↓ -1,506,246 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901575% ₹591 Cr 4,000,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN5% ₹590 Cr 3,410,824
↓ -1,940,920 3. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (31 Mar 26) ₹80.6958 ↓ 0.00 (0.00 %) Net Assets (Cr) ₹33,689 on 28 Feb 26 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.29 Information Ratio -0.36 Alpha Ratio -20.09 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 Mar 21 ₹10,000 31 Mar 22 ₹13,822 31 Mar 23 ₹15,204 31 Mar 24 ₹24,380 31 Mar 25 ₹28,513 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 26 Duration Returns 1 Month -9.4% 3 Month -18.4% 6 Month -18.3% 1 Year -12.9% 3 Year 17.8% 5 Year 20% 10 Year 15 Year Since launch 18.8% 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 0.1 Yr. Swapnil Mayekar 18 Nov 25 0.28 Yr. Ajay Khandelwal 1 Oct 24 1.41 Yr. Ankit Agarwal 21 Jan 26 0.1 Yr. Rakesh Shetty 22 Nov 22 3.27 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 28.4% Technology 24.21% Consumer Cyclical 13.87% Industrials 12.43% Communication Services 8.87% Real Estate 3.28% Health Care 1.7% Asset Allocation
Asset Class Value Cash 2.11% Equity 97.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433968% ₹2,575 Cr 23,445,098
↑ 145,940 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL7% ₹2,519 Cr 61,413,395
↑ 27,423 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | 5433206% ₹2,154 Cr 87,473,898
↑ 1,248,071 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | 5175696% ₹2,115 Cr 4,163,056
↑ 78,506 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT6% ₹2,087 Cr 4,409,726
↓ -1,208,517 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE6% ₹2,050 Cr 17,292,000
↓ -2,708,000 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL6% ₹1,910 Cr 55,459,381
↑ 4,035,398 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 25 | BHARTIARTL5% ₹1,782 Cr 9,483,812
↓ -33,852 Nifty March 2026 Future
- | -5% ₹1,731 Cr 683,280
↑ 683,280 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON4% ₹1,444 Cr 1,371,457
↓ -126,350 4. Motilal Oswal Focused 25 Fund
Motilal Oswal Focused 25 Fund
Growth Launch Date 7 May 13 NAV (31 Mar 26) ₹39.5409 ↓ 0.00 (-0.01 %) Net Assets (Cr) ₹1,454 on 28 Feb 26 Category Equity - Focused AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 0.91 Information Ratio -0.76 Alpha Ratio 1.8 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 Mar 21 ₹10,000 31 Mar 22 ₹10,563 31 Mar 23 ₹10,631 31 Mar 24 ₹13,868 31 Mar 25 ₹12,959 Returns for Motilal Oswal Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 26 Duration Returns 1 Month -7.9% 3 Month -10.3% 6 Month -5.5% 1 Year 3% 3 Year 7.9% 5 Year 6% 10 Year 15 Year Since launch 11.2% 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 0.54 Yr. Rakesh Shetty 22 Nov 22 3.27 Yr. Atul Mehra 1 Oct 24 1.41 Yr. Sunil Sawant 1 Jul 24 1.66 Yr. Data below for Motilal Oswal Focused 25 Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 25.14% Industrials 23.76% Consumer Cyclical 20.17% Basic Materials 10.92% Technology 9.61% Consumer Defensive 3.09% Health Care 2.45% Asset Allocation
Asset Class Value Cash 4.86% Equity 95.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity MTAR Technologies Ltd (Industrials)
Equity, Since 30 Nov 25 | MTARTECH5% ₹74 Cr 195,690 One97 Communications Ltd (Technology)
Equity, Since 30 Apr 23 | 5433965% ₹73 Cr 661,062 Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 5433495% ₹72 Cr 334,204 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Dec 25 | SHRIRAMFIN4% ₹61 Cr 561,935
↑ 19,188 Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TITAN4% ₹60 Cr 139,002 ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jan 26 | ICICIAMC4% ₹53 Cr 170,438
↑ 74,517 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 25 | AMBER4% ₹52 Cr 65,039
↓ -401 State Bank of India (Financial Services)
Equity, Since 31 Jan 26 | SBIN3% ₹51 Cr 421,118
↓ -39,319 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jan 26 | ULTRACEMCO3% ₹50 Cr 39,589 Aditya Infotech Ltd (Industrials)
Equity, Since 28 Feb 26 | CPPLUS3% ₹49 Cr 291,731
↑ 291,731
SIP ಹೂಡಿಕೆಯು ಹೇಗೆ ಬೆಳೆಯುತ್ತದೆ?
ನೀವು ನಿರ್ದಿಷ್ಟ ಅವಧಿಗೆ ಮಾಸಿಕ ನಿರ್ದಿಷ್ಟ ಮೊತ್ತವನ್ನು ಹೂಡಿಕೆ ಮಾಡಿದರೆ ನಿಮ್ಮ SIP ಹೂಡಿಕೆಯು ಹೇಗೆ ಬೆಳೆಯುತ್ತದೆ ಎಂದು ತಿಳಿಯಲು ಬಯಸುವಿರಾ? ನಾವು ನಿಮಗೆ ಒಂದು ಉದಾಹರಣೆಯೊಂದಿಗೆ ವಿವರಿಸುತ್ತೇವೆ.
SIP ಕ್ಯಾಲ್ಕುಲೇಟರ್ ಅಥವಾ SIP ರಿಟರ್ನ್ ಕ್ಯಾಲ್ಕುಲೇಟರ್
SIP ಕ್ಯಾಲ್ಕುಲೇಟರ್ಗಳು ಸಾಮಾನ್ಯವಾಗಿ ಇನ್ಪುಟ್ಗಳನ್ನು ತೆಗೆದುಕೊಳ್ಳುತ್ತಾರೆ ಉದಾಹರಣೆಗೆ SIP ಹೂಡಿಕೆ ಮೊತ್ತ (ಗುರಿ) ಒಬ್ಬರು ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುತ್ತಾರೆ, ಎಷ್ಟು ವರ್ಷಗಳ ಹೂಡಿಕೆ ಅಗತ್ಯವಿದೆ, ನಿರೀಕ್ಷಿಸಲಾಗಿದೆಹಣದುಬ್ಬರ ದರಗಳು (ಇದಕ್ಕಾಗಿ ಒಬ್ಬರು ಲೆಕ್ಕ ಹಾಕಬೇಕು!) ಮತ್ತು ನಿರೀಕ್ಷಿತ ಆದಾಯ. ಆದ್ದರಿಂದ, ಗುರಿಯನ್ನು ಸಾಧಿಸಲು ಅಗತ್ಯವಿರುವ SIP ರಿಟರ್ನ್ಗಳನ್ನು ಒಬ್ಬರು ಲೆಕ್ಕ ಹಾಕಬಹುದು!
ನೀವು INR 10 ಹೂಡಿಕೆ ಮಾಡಿದರೆ, ಊಹಿಸೋಣ.000 10 ವರ್ಷಗಳವರೆಗೆ, ನಿಮ್ಮ SIP ಹೂಡಿಕೆಯು ಹೇಗೆ ಬೆಳೆಯುತ್ತದೆ ಎಂಬುದನ್ನು ನೋಡಿ-
ಮಾಸಿಕ ಹೂಡಿಕೆ: INR 10,000
ಹೂಡಿಕೆಯ ಅವಧಿ: 10 ವರ್ಷಗಳು
ಹೂಡಿಕೆ ಮಾಡಿದ ಒಟ್ಟು ಮೊತ್ತ: INR 12,00,000
ದೀರ್ಘಾವಧಿಯ ಬೆಳವಣಿಗೆಯ ದರ (ಅಂದಾಜು.): 15%
ಪ್ರಕಾರ ನಿರೀಕ್ಷಿತ ಆದಾಯಸಿಪ್ ಕ್ಯಾಲ್ಕುಲೇಟರ್: INR 27,86,573
ನಿವ್ವಳ ಲಾಭ: INR 15,86,573 (ಸಂಪೂರ್ಣ ರಿಟರ್ನ್= 132.2%)
ಮೇಲಿನ ಲೆಕ್ಕಾಚಾರಗಳು ನೀವು 10 ವರ್ಷಗಳವರೆಗೆ ಮಾಸಿಕ INR 10,000 ಹೂಡಿಕೆ ಮಾಡಿದರೆ (ಒಟ್ಟು INR12,00,000) ನೀವು ಗಳಿಸುವಿರಿINR 27,86,573, ಅಂದರೆ ನೀವು ಮಾಡುವ ನಿವ್ವಳ ಲಾಭINR 15,86,573. ಇದು ಅದ್ಭುತವಲ್ಲವೇ!
ಮೋತಿಲಾಲ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ SIP ಆನ್ಲೈನ್ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?
Fincash.com ನಲ್ಲಿ ಜೀವಮಾನಕ್ಕಾಗಿ ಉಚಿತ ಹೂಡಿಕೆ ಖಾತೆಯನ್ನು ತೆರೆಯಿರಿ.
ನಿಮ್ಮ ನೋಂದಣಿ ಮತ್ತು KYC ಪ್ರಕ್ರಿಯೆಯನ್ನು ಪೂರ್ಣಗೊಳಿಸಿ
ದಾಖಲೆಗಳನ್ನು ಅಪ್ಲೋಡ್ ಮಾಡಿ (PAN, ಆಧಾರ್, ಇತ್ಯಾದಿ).ಮತ್ತು, ನೀವು ಹೂಡಿಕೆ ಮಾಡಲು ಸಿದ್ಧರಿದ್ದೀರಿ!
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಖಾತರಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.
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Research Highlights for Motilal Oswal Long Term Equity Fund