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Motilal Oswal Mutual Fund

Updated on November 28, 2023 , 5963 views

Motilal Oswal Mutual Fund is present in the Indian Mutual Fund industry for almost a decade. The fund house that manages the schemes of Motilal Oswal is Motilal Oswal Asset Management Company Limited. The board of directors of the Asset Management Company are eminent personalities having varied experience. The trustee company that supervises the functioning of the fund house is Motilal Oswal Trustee Company Limited.

Motilal-Mf

Motilal Oswal offers a variety of schemes under different categories such as Equity Funds, Debt fund, and so on, to cater the diverse requirements of the individuals. The fund house is a part of the well-renowned Motilal Oswal Group which is into financial services.

AMC Motilal Oswal Mutual Fund
Date of Setup December 29, 2009
AUM INR 19263.60 crore (Jun-30-2018)
Managing Director & CEO Mr. Aashish Somaiyaa
Compliance Officer Ms. Aparna Karmase
Headquarters Mumbai
Customer Care 1800-200-6626
Fax 022 30896884
Telephone 022 39804263
Website www.motilaloswalmf.com
Email mfservice[AT]motilaloswal.com

About Motilal Oswal Mutual Fund

As mentioned earlier, Motilal Oswal Mutual Fund is a part of the well-known Motilal Oswal Group which is a diversified financial services company. This group offers its expertise in the areas such as private Wealth Management, retail broking and distribution, private equity, commodity broking, and much more. It is headquartered in Mumbai and its network is spread across 600 cities.

The Mutual Fund company’s investment philosophy with respect to equity investments is Buy Right: Sit Tight. To explain in simple terms, the company believes in purchasing the shares of quality companies at reasonable prices and stays invested for a longer time to enjoy the full potential of the investments. Motilal Oswal has been adhering to this philosophy since 1987 which was started by their sponsor Motilal Oswal Securities Limited. To purchase the right shares, the company adopts Q-G-L-P approach where:

  • Q means quality of business and management;
  • G means growth in Earnings and sustained RoE;
  • L means growth potential of the business; and
  • P means purchasing the shares at a fairly realistic price.

To hold the investment longer, the company focuses on Buy and Hold approach along with a consistent Focus on their investments.

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Top Performing Mutual Funds by Motilal MF

Motilal Oswal Mutual Fund offers a variety of schemes under various categories. Some of these categories along with the best funds in each of them is given below.

Best Equity Funds by Motilal Oswal Mutual Fund

These schemes invest their corpus in equity shares of various companies. Some of the parameters on which equity funds are classified include market capitalization, sector, and themes. Some of the types of equity funds include Large Cap Mutual Fund, mid-cap Mutual Fund, Sectoral Funds, and much more. Equity funds can be considered a good option for long-term investments. Some of the top and Best equity funds offered by Motilal Oswal are as follows.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Motilal Oswal Multicap 35 Fund Growth ₹41.3686
↓ -0.13
₹8,1097.920.319.313.710.6-3
Motilal Oswal Midcap 30 Fund  Growth ₹67.8406
↑ 0.10
₹6,0608.421.33034.223.510.7
Motilal Oswal Focused 25 Fund  Growth ₹38.8868
↑ 0.06
₹1,6516.613.212.413.213.32
Motilal Oswal Long Term Equity Fund Growth ₹35.4799
↑ 0.18
₹2,5081021.326.223.116.41.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Dec 23

Best Debt Funds by Motilal Oswal Mutual Fund

Debt Funds invest their corpus in a number of fixed income instruments. These schemes are classified on the Basis of maturity profiles of the underlying asset. People having a low-risk appetite and plan to invest for short and medium-term tenure can choose to invest in debt funds. Some of the categories of debt funds include Liquid Funds, ultra short-term funds, short-term funds, Gilt Funds, and dynamic bond funds. Motilal Oswal’s some of the top and best performing debt funds are given as follows along with the previous performance. Under debt funds, Motilal Oswal offers one scheme namely, Motilal Oswal Ultra Short Term fund. This scheme was launched in the year 2013. The performance of this scheme is tabulated below as follows.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Motilal Oswal Ultra Short Term Fund  Growth ₹15.0365
↑ 0.00
₹1441.42.95.73.83.66.89%2M 19D2M 23D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Dec 23

Best Hybrid Funds by Motilal Oswal Mutual Fund

Hybrid Funds enjoy the benefits of both equity as well as debt instruments. These schemes invest their corpus money in equity as well as debt instruments in a dpredetermined proportion. Hybrid schemes are also known as balanced funds. Since the hybrid schemes invest in equity instruments, their returns are not constant. Some of the top and best hybrid schemes of Motilal Oswal are listed below. Under hybrid fund category the fund house offers Motilal Oswal Dynamic Fund. This scheme of Motilal Oswal invests a major portion of its accumulated fund money in equity and equity-related instruments which include equity derivatives. Along with equity instruments, the scheme may also invest its fund money in fixed income instruments. The scheme was launched on September 27, 2016, and uses CRISIL Balanced Fund index to build its portfolio. The performance of this scheme is given below as follows.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Motilal Oswal Dynamic Fund Growth ₹19.2073
↓ -0.01
₹7864.82323.711.110.1-1.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Dec 23

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.

Motilal Oswal Long Term Equity Fund is a Equity - ELSS fund was launched on 21 Jan 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.3% since its launch.  Return for 2022 was 1.8% , 2021 was 32.1% and 2020 was 8.8% .

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 (01 Dec 23) ₹35.4799 ↑ 0.18   (0.50 %)
Net Assets (Cr) ₹2,508 on 31 Oct 23
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.68
Sharpe Ratio 1.04
Information Ratio 0.36
Alpha Ratio 7.44
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹11,201
30 Nov 20₹11,430
30 Nov 21₹16,020
30 Nov 22₹16,898
30 Nov 23₹21,332

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 1 Dec 23

DurationReturns
1 Month 10.3%
3 Month 10%
6 Month 21.3%
1 Year 26.2%
3 Year 23.1%
5 Year 16.4%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 1.8%
2021 32.1%
2020 8.8%
2019 13.2%
2018 -8.7%
2017 44%
2016 12.5%
2015
2014
2013
Fund Manager information for Motilal Oswal Long Term Equity Fund
NameSinceTenure
Niket Shah17 Oct 230.04 Yr.
Rakesh Shetty22 Nov 220.94 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services27.73%
Consumer Cyclical22.48%
Health Care19.33%
Industrials14.63%
Technology4.64%
Real Estate2.6%
Utility2.35%
Basic Materials1.61%
Asset Allocation
Asset ClassValue
Cash4.64%
Equity95.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 500251
6%₹151 Cr700,000
↓ -224,263
Global Health Ltd (Healthcare)
Equity, Since 30 Nov 22 | MEDANTA
6%₹143 Cr1,825,000
↓ -14,603
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | INDUSINDBK
5%₹130 Cr900,000
↑ 287,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jul 23 | INDIGO
5%₹129 Cr525,000
↑ 28,514
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Oct 19 | CHOLAFIN
5%₹125 Cr1,100,000
↑ 6,203
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | ICICIBANK
5%₹124 Cr1,350,000
↑ 9,000
Infosys Ltd (Technology)
Equity, Since 31 Aug 20 | INFY
5%₹116 Cr850,000
↓ -200,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
5%₹116 Cr11,000,000
↑ 11,000,000
Mankind Pharma Ltd (Healthcare)
Equity, Since 31 May 23 | 543904
5%₹113 Cr650,000
↓ -5,050
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Aug 21 | 532843
4%₹97 Cr3,000,000
↓ -67,595

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.

Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 5 in Multi Cap category.  Return for 2022 was -3% , 2021 was 15.3% and 2020 was 10.3% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (01 Dec 23) ₹41.3686 ↓ -0.13   (-0.32 %)
Net Assets (Cr) ₹8,109 on 31 Oct 23
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.41
Sharpe Ratio 0.45
Information Ratio -1.01
Alpha Ratio 2.75
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 Nov 18₹10,000
30 Nov 19₹10,674
30 Nov 20₹11,258
30 Nov 21₹13,405
30 Nov 22₹13,871
30 Nov 23₹16,554

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 ₹395,578.
Net Profit of ₹95,578
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 1 Dec 23

DurationReturns
1 Month 6.7%
3 Month 7.9%
6 Month 20.3%
1 Year 19.3%
3 Year 13.7%
5 Year 10.6%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -3%
2021 15.3%
2020 10.3%
2019 7.9%
2018 -7.8%
2017 43.1%
2016 8.5%
2015 14.6%
2014
2013
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure
Niket Shah1 Jul 221.33 Yr.
Ankush Sood25 Aug 212.18 Yr.
Santosh Singh1 Aug 230.25 Yr.
Rakesh Shetty22 Nov 220.94 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services31.94%
Consumer Cyclical25.77%
Technology18.42%
Industrials12.96%
Basic Materials4.13%
Real Estate1.89%
Asset Allocation
Asset ClassValue
Cash4.89%
Equity95.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
11%₹920 Cr87,500,000
↓ -9,500,000
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 23 | 543940
10%₹805 Cr36,750,000
↑ 979,272
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT
10%₹785 Cr1,275,000
↑ 225,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN
9%₹728 Cr6,400,000
↓ -100,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | TIINDIA
7%₹528 Cr1,675,000
Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE
6%₹523 Cr1,050,000
↑ 125,000
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
6%₹458 Cr5,000,000
↓ -366,677
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
5%₹369 Cr2,500,000
Vaibhav Global Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | VAIBHAVGBL
4%₹358 Cr8,558,693
↓ -114,488
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND
4%₹345 Cr1,350,000
↑ 100,000

3. Motilal Oswal Ultra Short Term Fund 

(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.

Motilal Oswal Ultra Short Term Fund  is a Debt - Ultrashort Bond fund was launched on 6 Sep 13. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 4.1% since its launch.  Ranked 85 in Ultrashort Bond category.  Return for 2022 was 3.6% , 2021 was 2.4% and 2020 was 4.3% .

Below is the key information for Motilal Oswal Ultra Short Term Fund 

Motilal Oswal Ultra Short Term Fund 
Growth
Launch Date 6 Sep 13
NAV (01 Dec 23) ₹15.0365 ↑ 0.00   (0.01 %)
Net Assets (Cr) ₹144 on 31 Oct 23
Category Debt - Ultrashort Bond
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately Low
Expense Ratio 0.9
Sharpe Ratio -5.66
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 6.89%
Effective Maturity 2 Months 23 Days
Modified Duration 2 Months 19 Days

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹9,800
30 Nov 20₹10,240
30 Nov 21₹10,492
30 Nov 22₹10,844
30 Nov 23₹11,467

Motilal Oswal Ultra Short Term Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹188,454.
Net Profit of ₹8,454
Invest Now

Returns for Motilal Oswal Ultra Short Term Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23

DurationReturns
1 Month 0.5%
3 Month 1.4%
6 Month 2.9%
1 Year 5.7%
3 Year 3.8%
5 Year 2.8%
10 Year
15 Year
Since launch 4.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3.6%
2021 2.4%
2020 4.3%
2019 6.2%
2018 -8.1%
2017 5.5%
2016 6.4%
2015 6.6%
2014 7.5%
2013
Fund Manager information for Motilal Oswal Ultra Short Term Fund 
NameSinceTenure
Rakesh Shetty22 Nov 220.94 Yr.

Data below for Motilal Oswal Ultra Short Term Fund  as on 31 Oct 23

Asset Allocation
Asset ClassValue
Cash82.86%
Debt16.96%
Other0.18%
Debt Sector Allocation
SectorValue
Cash Equivalent48.39%
Government41.07%
Corporate10.36%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
India (Republic of)
- | -
17%₹25 Cr2,500,000
364 DTB 04012024
Sovereign Bonds | -
17%₹25 Cr2,500,000
364 DTB 26012024
Sovereign Bonds | -
17%₹25 Cr2,500,000
182 DTB 07032023
Sovereign Bonds | -
17%₹24 Cr2,500,000
Corporate Debt Market Development Fund Class A2
Investment Fund | -
0%₹0 Cr260
↑ 260
Collateralized Borrowing & Lending Obligation
CBLO | -
14%₹21 Cr2,060,000
↑ 2,060,000
Axis Bank Limited
Certificate of Deposit | -
3%₹5 Cr500,000
Bank Of Baroda
Certificate of Deposit | -
3%₹5 Cr500,000
HDFC Bank Limited
Certificate of Deposit | -
3%₹5 Cr500,000
Union Bank Of India
Certificate of Deposit | -
3%₹5 Cr500,000

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.

Motilal Oswal Focused 25 Fund  is a Equity - Focused fund was launched on 7 May 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.7% since its launch.  Ranked 28 in Focused category.  Return for 2022 was 2% , 2021 was 14.6% and 2020 was 17.3% .

Below is the key information for Motilal Oswal Focused 25 Fund 

Motilal Oswal Focused 25 Fund 
Growth
Launch Date 7 May 13
NAV (01 Dec 23) ₹38.8868 ↑ 0.06   (0.17 %)
Net Assets (Cr) ₹1,651 on 31 Oct 23
Category Equity - Focused
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.64
Sharpe Ratio -0.05
Information Ratio -1.53
Alpha Ratio -3.27
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 Nov 18₹10,000
30 Nov 19₹11,428
30 Nov 20₹12,892
30 Nov 21₹15,621
30 Nov 22₹16,619
30 Nov 23₹18,676

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 ₹426,080.
Net Profit of ₹126,080
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 1 Dec 23

DurationReturns
1 Month 7.9%
3 Month 6.6%
6 Month 13.2%
1 Year 12.4%
3 Year 13.2%
5 Year 13.3%
10 Year
15 Year
Since launch 13.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 2%
2021 14.6%
2020 17.3%
2019 17.1%
2018 -4.2%
2017 32.2%
2016 2.8%
2015 5.9%
2014 44.2%
2013
Fund Manager information for Motilal Oswal Focused 25 Fund 
NameSinceTenure
Ankush Sood11 Nov 220.97 Yr.
Santosh Singh1 Aug 230.25 Yr.
Rakesh Shetty22 Nov 220.94 Yr.

Data below for Motilal Oswal Focused 25 Fund  as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services36.12%
Technology19.48%
Industrials13.01%
Consumer Cyclical10.77%
Consumer Defensive5.34%
Health Care4.61%
Communication Services4.15%
Basic Materials3.18%
Energy2.43%
Asset Allocation
Asset ClassValue
Cash0.9%
Equity99.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Star Health and Allied Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 23 | 543412
7%₹113 Cr1,949,377
↑ 100,000
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | MOTHERSON
7%₹111 Cr12,050,000
↑ 2,950,000
ABB India Ltd (Industrials)
Equity, Since 30 Apr 17 | ABB
6%₹95 Cr230,000
BSE Ltd (Financial Services)
Equity, Since 30 Sep 23 | BSE
6%₹94 Cr505,266
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Oct 20 | 540376
5%₹88 Cr242,746
One97 Communications Ltd (Technology)
Equity, Since 30 Apr 23 | 543396
5%₹81 Cr884,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 23 | SUNPHARMA
5%₹76 Cr700,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 13 | HDFCBANK
4%₹74 Cr500,000
KFin Technologies Ltd (Technology)
Equity, Since 31 Dec 22 | KFINTECH
4%₹69 Cr1,526,701
↓ -150,445
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 23 | BHARTIARTL
4%₹69 Cr750,000
↑ 50,000

5. 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.

Motilal Oswal Midcap 30 Fund  is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.6% since its launch.  Ranked 27 in Mid Cap category.  Return for 2022 was 10.7% , 2021 was 55.8% and 2020 was 9.3% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (01 Dec 23) ₹67.8406 ↑ 0.10   (0.15 %)
Net Assets (Cr) ₹6,060 on 31 Oct 23
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.45
Sharpe Ratio 0.92
Information Ratio 0.39
Alpha Ratio -0.23
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 Nov 18₹10,000
30 Nov 19₹11,255
30 Nov 20₹11,916
30 Nov 21₹18,584
30 Nov 22₹22,126
30 Nov 23₹28,775

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 ₹543,623.
Net Profit of ₹243,623
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 1 Dec 23

DurationReturns
1 Month 9.3%
3 Month 8.4%
6 Month 21.3%
1 Year 30%
3 Year 34.2%
5 Year 23.5%
10 Year
15 Year
Since launch 21.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 10.7%
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
2014
2013
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Niket Shah1 Jul 203.34 Yr.
Ankush Sood11 Nov 220.97 Yr.
Rakesh Shetty22 Nov 220.94 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Oct 23

Equity Sector Allocation
SectorValue
Technology26.36%
Financial Services18.02%
Consumer Cyclical15.41%
Basic Materials13.15%
Industrials12.83%
Real Estate6.74%
Health Care3.24%
Communication Services1.37%
Asset Allocation
Asset ClassValue
Cash2.6%
Equity97.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹616 Cr1,000,000
↑ 250,000
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | 543940
9%₹548 Cr25,000,000
↑ 1,000,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
8%₹499 Cr47,500,000
↓ -5,000,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 18 | CHOLAFIN
8%₹489 Cr4,300,000
↓ -125,000
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
7%₹397 Cr796,000
↑ 96,000
KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | KPITTECH
6%₹365 Cr3,000,000
↓ -500,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Sep 22 | DEEPAKNTR
6%₹363 Cr1,825,000
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND
6%₹358 Cr1,400,000
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jul 23 | PRESTIGE
5%₹318 Cr4,150,000
↓ -850,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | 500093
4%₹254 Cr6,499,975
↑ 250,000

Motilal Oswal Mutual Fund Name Changes

After SEBI's (Securities and Exchange Board of India) circulation on re-categorisation and rationalisation of open-ended Mutual Funds, many Mutual Fund Houses are incorporating changes in their scheme names and categories. SEBI introduced new and broad categories in Mutual Funds in order to bring uniformity in similar schemes launched by the different Mutual Funds. This is to aim and ensure that investors can find it easier to compare the products and evaluate the different options available before Investing in a scheme.

Here is a list of Motilal Oswal schemes that got new names:

Existing Scheme Name New Scheme Name
Motilal Oswal MOSt Focused Dynamic Equity Fund Motilal Oswal Dynamic Fund
Motilal Oswal MOSt Focused Midcap 30 Fund Motilal Oswal Midcap 30 Fund
Motilal Oswal MOSt Focused Multicap 35 Fund Motilal Oswal Multicap 35 Fund
Motilal Oswal MOSt Focused 25 Fund Motilal Oswal Focused 25 Fund
Motilal Oswal MOSt Focused Long Term Fund Motilal Oswal Long Term Equity Fund
Motilal Oswal MOSt Ultra Short Term Bond Fund Motilal Oswal Ultra Short Term Fund

*Note-The list will be updated as and when we get an insight about the changes in the scheme names.

Motilal Oswal SIP Mutual Fund

SIP or Systematic Investment plan is a mode of investment in Mutual Fund in which people invest in small amounts at regular intervals. SIP is one of the beauties of Mutual Fund as it helps people to attain their objectives easily. Motilal Oswal offers SIP mode of investment in most of its Mutual Fund schemes. People use SIP as an investment mode to attain various objectives such as purchasing a house, purchasing a vehicle, and planning for higher education.

Motilal Oswal Mutual Fund Calculator

mutual fund calculator is also known as sip calculator. People in order to attain their objectives, can use Mutual Fund calculator to determine their SIP amount. Some of the details that people need to enter include their income, savings amount, and expected returns on the investment. This calculator also shows the growth of SIP for the given time period. Once people get their amount, they can decide on the scheme type that can be chosen for investment.

Know Your Monthly SIP Amount

   
My Goal Amount:
Goal Tenure:
Years
Expected Annual Returns:
%
Total investment required is ₹3/month for 20 Years
  or   ₹257 one time (Lumpsum)
to achieve ₹5,000
Invest Now

How to Invest in Motilal Oswal Mutual Fund?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Motilal Oswal Mutual Fund Statement

You can generate Motilal Oswal Mutual Fund account statement from its website. All you need to do is enter either your Folio number/email-id or PAN number.

Motilal Oswal Online Mutual Fund

Like many fund houses, people can transact in the schemes of Motilal Oswal Mutual Fund through online. Online mode of investment in Mutual Funds is considered to be easy as people can invest in as per their convenience from anywhere and at any time. In online mode, people can visit either through the company’s website or any Mutual Fund distributor’s website. Investing through distributor’s website is considered to be easy as people can find a number of schemes which are well-analysed under one roof. In addition, they need not pay any fees to the distributor while transacting through them.

Motilal Oswal Mutual Fund NAV

Net Asset Value or NAV of a Mutual Fund scheme shows its performance for a given time period. It shows how the scheme has done in a given timeframe. The NAV of various schemes of Motilal Oswal can be found on the fund house’s website and AMFI’s website. Both these websites show both the present as well as the historical NAVs.

Why Opt for Motilal Oswal Mutual Fund?

Buy Right Sit Tight

Motilal Oswal Mutual Fund follows this mantra. It buys quality company stocks for a reasonable price and invests it for the long It ensures an optimum development of the stocks with such long-term investment.

Portfolio Management

The company is keen on avoiding loss of money because of excessive churning. Hence, it provides its investors with low churning portfolios. Also, it offers very concentrated portfolios to make sure that the high-quality stocks reach their potential.

No exit load

Motilal Oswal Mutual Fund provides with open-ended equity fund schemes which cut off the exit load for the welfare of long-term investor.

Corporate Address

Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai 400025

Sponsors

Motilal Oswal Securities Limited

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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