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 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 |
mfservice[AT]motilaloswal.com |
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:
To hold the investment longer, the company focuses on Buy and Hold approach along with a consistent Focus on their investments.
Talk to our investment specialist
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.
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.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Multicap 35 Fund Growth ₹63.9241
↓ -0.40 ₹13,679 7 13.7 3.6 22.4 20 45.7 Motilal Oswal Midcap 30 Fund Growth ₹105.786
↓ -1.03 ₹34,780 6.2 15.5 0.1 26.5 33.1 57.1 Motilal Oswal Focused 25 Fund Growth ₹43.7389
↓ -0.16 ₹1,464 4.3 16.5 -14 9.4 13.5 13.6 Motilal Oswal Long Term Equity Fund Growth ₹53.3395
↓ -0.16 ₹4,223 5.7 19.6 -1.2 25.6 26.3 47.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Sep 25 Research Highlights & Commentary of 4 Funds showcased
Commentary Motilal Oswal Multicap 35 Fund Motilal Oswal Midcap 30 Fund Motilal Oswal Focused 25 Fund Motilal Oswal Long Term Equity Fund Point 1 Upper mid AUM (₹13,679 Cr). Highest AUM (₹34,780 Cr). Bottom quartile AUM (₹1,464 Cr). Lower mid AUM (₹4,223 Cr). Point 2 Established history (11+ yrs). Established history (11+ yrs). Oldest track record among peers (12 yrs). Established history (10+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 20.03% (lower mid). 5Y return: 33.11% (top quartile). 5Y return: 13.45% (bottom quartile). 5Y return: 26.27% (upper mid). Point 6 3Y return: 22.44% (lower mid). 3Y return: 26.54% (top quartile). 3Y return: 9.42% (bottom quartile). 3Y return: 25.63% (upper mid). Point 7 1Y return: 3.60% (top quartile). 1Y return: 0.05% (upper mid). 1Y return: -13.99% (bottom quartile). 1Y return: -1.19% (lower mid). Point 8 Alpha: 9.76 (top quartile). Alpha: 4.99 (lower mid). Alpha: -9.87 (bottom quartile). Alpha: 7.18 (upper mid). Point 9 Sharpe: -0.06 (top quartile). Sharpe: -0.18 (upper mid). Sharpe: -0.95 (bottom quartile). Sharpe: -0.26 (lower mid). Point 10 Information ratio: 0.79 (upper mid). Information ratio: 0.57 (lower mid). Information ratio: -0.80 (bottom quartile). Information ratio: 0.80 (top quartile). Motilal Oswal Multicap 35 Fund
Motilal Oswal Midcap 30 Fund
Motilal Oswal Focused 25 Fund
Motilal Oswal Long Term Equity 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.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Motilal Oswal Ultra Short Term Fund Growth ₹16.6607
↑ 0.00 ₹600 1.2 2.8 5.6 5.8 6 5.81% 3M 11D 3M 18D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Sep 25 Research Highlights & Commentary of 1 Funds showcased
Commentary Motilal Oswal Ultra Short Term Fund Point 1 Highest AUM (₹600 Cr). Point 2 Oldest track record among peers (12 yrs). Point 3 Top rated. Point 4 Risk profile: Moderately Low. Point 5 1Y return: 5.64% (top quartile). Point 6 1M return: 0.41% (top quartile). Point 7 Sharpe: -3.82 (top quartile). Point 8 Information ratio: 0.00 (top quartile). Point 9 Yield to maturity (debt): 5.81% (top quartile). Point 10 Modified duration: 0.28 yrs (top quartile). Motilal Oswal Ultra Short Term 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.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Dynamic Fund Growth ₹20.6772
↓ -0.22 ₹987 9.7 15.9 -9.6 9.7 8.9 9.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Sep 25 Research Highlights & Commentary of 1 Funds showcased
Commentary Motilal Oswal Dynamic Fund Point 1 Highest AUM (₹987 Cr). Point 2 Oldest track record among peers (8 yrs). Point 3 Not Rated. Point 4 Risk profile: Moderately High. Point 5 5Y return: 8.89% (top quartile). Point 6 3Y return: 9.73% (top quartile). Point 7 1Y return: -9.59% (top quartile). Point 8 1M return: 3.74% (top quartile). Point 9 Alpha: 0.00 (top quartile). Point 10 Sharpe: -0.88 (top quartile). Motilal Oswal Dynamic 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 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. Research Highlights for Motilal Oswal Ultra Short Term Fund Below is the key information for Motilal Oswal Ultra Short Term 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 (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 1. Motilal Oswal Long Term Equity Fund
Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (19 Sep 25) ₹53.3395 ↓ -0.16 (-0.30 %) Net Assets (Cr) ₹4,223 on 31 Aug 25 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.26 Information Ratio 0.8 Alpha Ratio 7.18 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹16,372 31 Aug 22 ₹16,008 31 Aug 23 ₹19,372 31 Aug 24 ₹31,421 31 Aug 25 ₹29,948 Returns for Motilal Oswal Long Term Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 19 Sep 25 Duration Returns 1 Month 4.5% 3 Month 5.7% 6 Month 19.6% 1 Year -1.2% 3 Year 25.6% 5 Year 26.3% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Ajay Khandelwal 11 Dec 23 1.73 Yr. Rakesh Shetty 22 Nov 22 2.78 Yr. Atul Mehra 1 Oct 24 0.92 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 31.5% Financial Services 22.55% Consumer Cyclical 17.85% Technology 11.38% Basic Materials 5.89% Real Estate 4.55% Health Care 3.01% Communication Services 1.57% Asset Allocation
Asset Class Value Cash 1.68% Equity 98.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433206% ₹276 Cr 8,970,581 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE5% ₹200 Cr 1,231,856
↑ 176,651 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER4% ₹191 Cr 240,350 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX4% ₹191 Cr 248,438 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES4% ₹179 Cr 289,593
↓ -8,158 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 23 | BDL4% ₹171 Cr 1,056,315 Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM4% ₹155 Cr 430,073
↑ 12,083 Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON3% ₹152 Cr 24,702,337 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 24 | BEL3% ₹147 Cr 3,832,775
↓ -117,225 Piramal Enterprises Ltd (Financial Services)
Equity, Since 31 Jul 24 | 5003023% ₹146 Cr 1,168,384 2. Motilal Oswal Multicap 35 Fund
Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (19 Sep 25) ₹63.9241 ↓ -0.40 (-0.62 %) Net Assets (Cr) ₹13,679 on 31 Aug 25 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.06 Information Ratio 0.79 Alpha Ratio 9.76 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.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹14,206 31 Aug 22 ₹13,436 31 Aug 23 ₹15,316 31 Aug 24 ₹23,632 31 Aug 25 ₹24,334 Returns for Motilal Oswal Multicap 35 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 19 Sep 25 Duration Returns 1 Month 4% 3 Month 7% 6 Month 13.7% 1 Year 3.6% 3 Year 22.4% 5 Year 20% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 14.6% Fund Manager information for Motilal Oswal Multicap 35 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.92 Yr. Niket Shah 1 Jul 22 3.17 Yr. Rakesh Shetty 22 Nov 22 2.78 Yr. Atul Mehra 1 Oct 24 0.92 Yr. Sunil Sawant 1 Jul 24 1.17 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Technology 30.71% Industrials 20.55% Consumer Cyclical 16.57% Financial Services 9.39% Communication Services 8.31% Utility 5.9% Health Care 1.82% Asset Allocation
Asset Class Value Cash 6.74% Equity 93.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE10% ₹1,400 Cr 8,005,911
↓ -119,089 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB10% ₹1,364 Cr 2,000,000 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 25 | DIXON10% ₹1,347 Cr 800,000
↑ 175,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL9% ₹1,189 Cr 20,000,000
↑ 2,000,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT9% ₹1,187 Cr 2,300,000
↑ 100,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 5002517% ₹1,004 Cr 2,000,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | 5000937% ₹893 Cr 13,499,862
↑ 1,249,862 Siemens Energy India Ltd (Utilities)
Equity, Since 30 Jun 25 | ENRIN6% ₹809 Cr 2,500,000
↑ 49,500 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN5% ₹722 Cr 5,000,000
↑ 500,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901575% ₹720 Cr 4,999,500 3. Motilal Oswal Ultra Short Term Fund
Motilal Oswal Ultra Short Term Fund
Growth Launch Date 6 Sep 13 NAV (19 Sep 25) ₹16.6607 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹600 on 31 Aug 25 Category Debt - Ultrashort Bond AMC Motilal Oswal Asset Management Co. Ltd Rating ☆ Risk Moderately Low Expense Ratio 0.93 Sharpe Ratio -3.82 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 5.81% Effective Maturity 3 Months 18 Days Modified Duration 3 Months 11 Days Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹10,278 31 Aug 22 ₹10,555 31 Aug 23 ₹11,132 31 Aug 24 ₹11,808 31 Aug 25 ₹12,482 Returns for Motilal Oswal Ultra Short Term Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 19 Sep 25 Duration Returns 1 Month 0.4% 3 Month 1.2% 6 Month 2.8% 1 Year 5.6% 3 Year 5.8% 5 Year 4.6% 10 Year 15 Year Since launch 4.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 6% 2023 5.8% 2022 3.6% 2021 2.4% 2020 4.3% 2019 6.2% 2018 -8.1% 2017 5.5% 2016 6.4% 2015 6.6% Fund Manager information for Motilal Oswal Ultra Short Term Fund
Name Since Tenure Rakesh Shetty 22 Nov 22 2.78 Yr. Data below for Motilal Oswal Ultra Short Term Fund as on 31 Aug 25
Asset Allocation
Asset Class Value Cash 81.82% Debt 17.92% Other 0.27% Debt Sector Allocation
Sector Value Cash Equivalent 55.47% Corporate 22.15% Government 22.12% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 364 DTB 26122025
Sovereign Bonds | -13% ₹74 Cr 7,500,000 364 DTB 28082025
Sovereign Bonds | -9% ₹50 Cr 5,000,000 364 DTB 09102025
Sovereign Bonds | -8% ₹45 Cr 4,500,000 364 DTB 04092025
Sovereign Bonds | -5% ₹30 Cr 3,000,000 364 DTB 12022026
Sovereign Bonds | -5% ₹29 Cr 3,000,000 Bank of Baroda
Debentures | -4% ₹25 Cr 2,500,000 364 DTB 06112025
Sovereign Bonds | -4% ₹25 Cr 2,500,000 364 DTB 13112025
Sovereign Bonds | -4% ₹25 Cr 2,500,000 Corporate Debt Market Development Fund
Investment Fund | -0% ₹2 Cr 1,358
↑ 1,358 HDB Financial Services Ltd.
Commercial Paper | -4% ₹25 Cr 2,500,000 4. Motilal Oswal Focused 25 Fund
Motilal Oswal Focused 25 Fund
Growth Launch Date 7 May 13 NAV (19 Sep 25) ₹43.7389 ↓ -0.16 (-0.36 %) Net Assets (Cr) ₹1,464 on 31 Aug 25 Category Equity - Focused AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio -0.95 Information Ratio -0.8 Alpha Ratio -9.87 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.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹14,668 31 Aug 22 ₹14,676 31 Aug 23 ₹15,833 31 Aug 24 ₹22,069 31 Aug 25 ₹18,046 Returns for Motilal Oswal Focused 25 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 19 Sep 25 Duration Returns 1 Month 2.2% 3 Month 4.3% 6 Month 16.5% 1 Year -14% 3 Year 9.4% 5 Year 13.5% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 5.9% Fund Manager information for Motilal Oswal Focused 25 Fund
Name Since Tenure Varun Sharma 14 Aug 25 0.05 Yr. Rakesh Shetty 22 Nov 22 2.78 Yr. Atul Mehra 1 Oct 24 0.92 Yr. Sunil Sawant 1 Jul 24 1.17 Yr. Data below for Motilal Oswal Focused 25 Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 26.67% Industrials 22.55% Technology 17% Consumer Cyclical 13.96% Consumer Defensive 4.35% Health Care 4.11% Basic Materials 2.43% Real Estate 2% Asset Allocation
Asset Class Value Cash 6.89% Equity 93.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity Religare Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | RELIGARE10% ₹153 Cr 5,678,060 Piramal Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5003028% ₹128 Cr 1,019,068 One97 Communications Ltd (Technology)
Equity, Since 30 Apr 23 | 5433967% ₹107 Cr 982,077 ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | ZFCVINDIA6% ₹97 Cr 73,261 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | RADICO4% ₹67 Cr 243,212
↓ -20,000 OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE4% ₹63 Cr 318,723 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Mar 25 | BDL4% ₹60 Cr 372,029
↓ -100,000 Suzlon Energy Ltd (Industrials)
Equity, Since 28 Feb 25 | SUZLON4% ₹57 Cr 9,320,333 Waaree Energies Ltd (Technology)
Equity, Since 31 Dec 24 | 5442774% ₹56 Cr 188,702 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jan 25 | MCX4% ₹55 Cr 71,152 5. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (19 Sep 25) ₹105.786 ↓ -1.03 (-0.96 %) Net Assets (Cr) ₹34,780 on 31 Aug 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.18 Information Ratio 0.57 Alpha Ratio 4.99 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 Aug 20 ₹10,000 31 Aug 21 ₹16,108 31 Aug 22 ₹20,215 31 Aug 23 ₹25,558 31 Aug 24 ₹41,687 31 Aug 25 ₹41,704 Returns for Motilal Oswal Midcap 30 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 19 Sep 25 Duration Returns 1 Month 2.3% 3 Month 6.2% 6 Month 15.5% 1 Year 0.1% 3 Year 26.5% 5 Year 33.1% 10 Year 15 Year Since launch 22.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 16.5% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.92 Yr. Niket Shah 1 Jul 20 5.17 Yr. Rakesh Shetty 22 Nov 22 2.78 Yr. Sunil Sawant 1 Jul 24 1.17 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Technology 34.22% Industrials 18.95% Consumer Cyclical 16.7% Communication Services 3.85% Health Care 3.7% Financial Services 2.6% Real Estate 2.03% Asset Allocation
Asset Class Value Cash 17.96% Equity 82.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON11% ₹3,537 Cr 2,099,999
↑ 100,000 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE9% ₹3,147 Cr 18,000,050
↑ 50 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL9% ₹2,978 Cr 50,076,240
↑ 5,076,240 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT8% ₹2,787 Cr 5,400,005
↑ 150,005 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5002518% ₹2,634 Cr 5,250,000
↑ 257,861 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB6% ₹1,876 Cr 2,750,000
↑ 200,000 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433964% ₹1,511 Cr 13,869,997
↑ 3,773,933 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI4% ₹1,345 Cr 3,500,000 Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA4% ₹1,293 Cr 7,000,000
↑ 250,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH4% ₹1,242 Cr 9,969,361
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.
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.
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
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
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.
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.
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.
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.
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.
Motilal Oswal Mutual Fund provides with open-ended equity fund schemes which cut off the exit load for the welfare of long-term investor.
Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Motilal Oswal Securities Limited
Research Highlights for Motilal Oswal Long Term Equity Fund