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Motilal Oswal Mutual Fund

Updated on September 4, 2024 , 7060 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 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.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
Motilal Oswal Multicap 35 Fund Growth	₹60.1892 ↑ 0.16	₹11,466	19.3	27.9	52.3	18.5	19.5	31
Motilal Oswal Midcap 30 Fund Growth	₹103.465 ↑ 0.20	₹14,446	21.5	34.4	60.6	37.3	34.6	41.7
Motilal Oswal Focused 25 Fund Growth	₹51.3738 ↑ 0.54	₹2,075	22.3	25.2	39	14.5	19.7	18.8
Motilal Oswal Long Term Equity Fund Growth	₹52.5197 ↑ 0.30	₹3,835	19.8	30.5	62.4	24.2	26.5	37
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Sep 24

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.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	2023 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
Motilal Oswal Ultra Short Term Fund Growth	₹15.732 ↑ 0.00	₹278	1.5	3	6	4.8	5.8	6.72%	3M 29D	4M 10D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Sep 24

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.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
Motilal Oswal Dynamic Fund Growth	₹23.3229 ↑ 0.29	₹1,271	18.8	19.9	25.3	14.3	14	24.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Sep 24

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 18.8% since its launch. Return for 2023 was 37% , 2022 was 1.8% and 2021 was 32.1% .

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 (05 Sep 24)	₹52.5197 ↑ 0.30 (0.57 %)
Net Assets (Cr)	₹3,835 on 31 Jul 24
Category	Equity - ELSS
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	0.74
Sharpe Ratio	3.45
Information Ratio	0.66
Alpha Ratio	15.46
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Aug 19	₹10,000
31 Aug 20	₹9,964
31 Aug 21	₹16,313
31 Aug 22	₹15,950
31 Aug 23	₹19,302
31 Aug 24	₹31,307

Motilal Oswal Long Term Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107 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 5 Sep 24

Duration	Returns
1 Month	9.7%
3 Month	19.8%
6 Month	30.5%
1 Year	62.4%
3 Year	24.2%
5 Year	26.5%
10 Year
15 Year
Since launch	18.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	37%
2022	1.8%
2021	32.1%
2020	8.8%
2019	13.2%
2018	-8.7%
2017	44%
2016	12.5%
2015
2014

Fund Manager information for Motilal Oswal Long Term Equity Fund

Name	Since	Tenure
Ajay Khandelwal	11 Dec 23	0.64 Yr.
Niket Shah	17 Oct 23	0.79 Yr.
Rakesh Shetty	22 Nov 22	1.69 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 31 Jul 24

Equity Sector Allocation

Sector	Value
Industrials	35.43%
Consumer Cyclical	21.53%
Financial Services	20.51%
Real Estate	8.4%
Health Care	5.59%
Technology	2.77%
Basic Materials	2.73%
Communication Services	2.31%

Asset Allocation

Asset Class	Value
Cash	0.74%
Equity	99.26%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Oct 23 \| 543320	8%	₹288 Cr	12,550,000
Trent Ltd (Consumer Cyclical) Equity, Since 31 Aug 22 \| 500251	7%	₹257 Cr	439,590
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Oct 23 \| PRESTIGE	5%	₹192 Cr	1,055,205
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Oct 23 \| KALYANKJIL	5%	₹191 Cr	3,296,932
Suzlon Energy Ltd (Industrials) Equity, Since 31 Jan 24 \| SUZLON	4%	₹167 Cr	24,068,813 ↑ 3,259,929
Inox Wind Ltd (Industrials) Equity, Since 31 Dec 23 \| INOXWIND	4%	₹146 Cr	7,946,960 ↑ 894,432
Bharat Dynamics Ltd Ordinary Shares (Industrials) Equity, Since 31 Dec 23 \| BDL	4%	₹145 Cr	992,768
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 30 Nov 23 \| 500093	4%	₹138 Cr	1,875,000
Apar Industries Ltd (Industrials) Equity, Since 31 Dec 23 \| APARINDS	4%	₹137 Cr	148,305
Kaynes Technology India Ltd (Industrials) Equity, Since 30 Jun 23 \| KAYNES	3%	₹133 Cr	298,614 ↓ -2,386

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 18.9% since its launch. Ranked 5 in Multi Cap category. Return for 2023 was 31% , 2022 was -3% and 2021 was 15.3% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund Growth
Launch Date	28 Apr 14
NAV (05 Sep 24)	₹60.1892 ↑ 0.16 (0.26 %)
Net Assets (Cr)	₹11,466 on 31 Jul 24
Category	Equity - Multi Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0.94
Sharpe Ratio	3.89
Information Ratio	-0.27
Alpha Ratio	21.43
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 19	₹10,000
31 Aug 20	₹9,995
31 Aug 21	₹14,199
31 Aug 22	₹13,429
31 Aug 23	₹15,308
31 Aug 24	₹23,620

Motilal Oswal Multicap 35 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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 5 Sep 24

Duration	Returns
1 Month	8.3%
3 Month	19.3%
6 Month	27.9%
1 Year	52.3%
3 Year	18.5%
5 Year	19.5%
10 Year
15 Year
Since launch	18.9%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014

Fund Manager information for Motilal Oswal Multicap 35 Fund

Name	Since	Tenure
Niket Shah	1 Jul 22	2.09 Yr.
Santosh Singh	1 Aug 23	1 Yr.
Rakesh Shetty	22 Nov 22	1.69 Yr.
Sunil Sawant	1 Jul 24	0.08 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 31 Jul 24

Equity Sector Allocation

Sector	Value
Industrials	23.41%
Technology	21.62%
Consumer Cyclical	17.25%
Financial Services	16.49%
Communication Services	8.16%
Basic Materials	2.43%

Asset Allocation

Asset Class	Value
Cash	11.72%
Equity	88.28%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 23 \| PERSISTENT	11%	₹1,208 Cr	2,500,000
Polycab India Ltd (Industrials) Equity, Since 31 Jan 24 \| POLYCAB	10%	₹1,114 Cr	1,625,000 ↑ 525,000
Jio Financial Services Ltd (Financial Services) Equity, Since 31 Jul 23 \| 543940	9%	₹1,035 Cr	31,500,000
Coforge Ltd (Technology) Equity, Since 31 May 23 \| COFORGE	7%	₹757 Cr	1,200,000 ↑ 100,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| KALYANKJIL	6%	₹710 Cr	12,250,000 ↑ 25,000
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Mar 23 \| CHOLAFIN	5%	₹552 Cr	3,900,000 ↑ 150,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Apr 24 \| 890157	4%	₹488 Cr	4,500,000 ↑ 750,000
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 31 May 22 \| TIINDIA	4%	₹476 Cr	1,150,000 ↓ -850,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIARTL	4%	₹447 Cr	3,000,000
Trent Ltd (Consumer Cyclical) Equity, Since 31 Jan 23 \| 500251	4%	₹438 Cr	750,000

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 4.2% since its launch. Ranked 85 in Ultrashort Bond category. Return for 2023 was 5.8% , 2022 was 3.6% and 2021 was 2.4% .

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 (05 Sep 24)	₹15.732 ↑ 0.00 (0.01 %)
Net Assets (Cr)	₹278 on 31 Jul 24
Category	Debt - Ultrashort Bond
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆
Risk	Moderately Low
Expense Ratio	0.35
Sharpe Ratio	-9.11
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	6.72%
Effective Maturity	4 Months 10 Days
Modified Duration	3 Months 29 Days

Growth of 10,000 investment over the years.

Date	Value
31 Aug 19	₹10,000
31 Aug 20	₹10,511
31 Aug 21	₹10,803
31 Aug 22	₹11,094
31 Aug 23	₹11,701
31 Aug 24	₹12,412

Motilal Oswal Ultra Short Term Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹194,235.
Net Profit of ₹14,235 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 5 Sep 24

Duration	Returns
1 Month	0.5%
3 Month	1.5%
6 Month	3%
1 Year	6%
3 Year	4.8%
5 Year	4.4%
10 Year
15 Year
Since launch	4.2%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014	7.5%

Fund Manager information for Motilal Oswal Ultra Short Term Fund

Name	Since	Tenure
Rakesh Shetty	22 Nov 22	1.69 Yr.

Data below for Motilal Oswal Ultra Short Term Fund as on 31 Jul 24

Asset Allocation

Asset Class	Value
Cash	52.96%
Debt	46.85%
Other	0.19%

Debt Sector Allocation

Sector	Value
Government	57.21%
Cash Equivalent	37.5%
Corporate	5.1%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
364 DTB 08052025 Sovereign Bonds \| -	20%	₹57 Cr	6,000,000
India (Republic of) - \| -	12%	₹34 Cr	3,500,000
182 DTB 22082024 Sovereign Bonds \| -	9%	₹25 Cr	2,500,000
India (Republic of) - \| -	9%	₹25 Cr	2,500,000
182 DTB 07112024 Sovereign Bonds \| -	9%	₹25 Cr	2,500,000
182 DTB 26122024 Sovereign Bonds \| -	7%	₹20 Cr	2,000,000
182 DTB 17012025 Sovereign Bonds \| -	7%	₹19 Cr	2,000,000
India (Republic of) - \| -	3%	₹10 Cr	1,000,000
ICICI Bank Ltd. Debentures \| -	2%	₹5 Cr	500,000
Corporate Debt Market Development Fund Investment Fund \| -	0%	₹1 Cr	533 ↑ 533

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 15.5% since its launch. Ranked 28 in Focused category. Return for 2023 was 18.8% , 2022 was 2% and 2021 was 14.6% .

Below is the key information for Motilal Oswal Focused 25 Fund

Motilal Oswal Focused 25 Fund Growth
Launch Date	7 May 13
NAV (05 Sep 24)	₹51.3738 ↑ 0.54 (1.05 %)
Net Assets (Cr)	₹2,075 on 31 Jul 24
Category	Equity - Focused
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	0.94
Sharpe Ratio	2.1
Information Ratio	-0.87
Alpha Ratio	4.04
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 19	₹10,000
31 Aug 20	₹10,806
31 Aug 21	₹15,850
31 Aug 22	₹15,859
31 Aug 23	₹17,109
31 Aug 24	₹23,847

Motilal Oswal Focused 25 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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 5 Sep 24

Duration	Returns
1 Month	10.7%
3 Month	22.3%
6 Month	25.2%
1 Year	39%
3 Year	14.5%
5 Year	19.7%
10 Year
15 Year
Since launch	15.5%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014	44.2%

Fund Manager information for Motilal Oswal Focused 25 Fund

Name	Since	Tenure
Santosh Singh	1 Aug 23	1 Yr.
Rakesh Shetty	22 Nov 22	1.69 Yr.
	1 Jul 24	0.08 Yr.

Data below for Motilal Oswal Focused 25 Fund as on 31 Jul 24

Equity Sector Allocation

Sector	Value
Financial Services	36.01%
Consumer Cyclical	31.69%
Industrials	14.31%
Technology	12.34%
Health Care	2.07%
Communication Services	1.73%
Basic Materials	1.07%

Asset Allocation

Asset Class	Value
Cash	0.79%
Equity	99.21%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Religare Enterprises Ltd (Financial Services) Equity, Since 31 Aug 23 \| RELIGARE	9%	₹193 Cr	7,652,343 ↓ -170,633
FSN E-Commerce Ventures Ltd (Consumer Cyclical) Equity, Since 30 Nov 23 \| 543384	9%	₹188 Cr	9,741,235 ↓ -300,000
Star Health and Allied Insurance Co Ltd (Financial Services) Equity, Since 31 Jul 23 \| 543412	9%	₹187 Cr	3,093,128
ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical) Equity, Since 31 Dec 23 \| ZFCVINDIA	9%	₹187 Cr	117,908 ↑ 5,940
Samvardhana Motherson International Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| MOTHERSON	9%	₹186 Cr	9,483,411
Piramal Enterprises Ltd (Financial Services) Equity, Since 31 Aug 23 \| 500302	8%	₹160 Cr	1,531,820 ↑ 281,820
L&T Technology Services Ltd (Technology) Equity, Since 30 Apr 23 \| LTTS	6%	₹134 Cr	257,362 ↓ -18,200
Dreamfolks Services Ltd (Industrials) Equity, Since 31 Oct 23 \| DREAMFOLKS	6%	₹117 Cr	2,501,046 ↑ 50,000
HDFC Life Insurance Company Limited (Financial Services) Equity, Since 30 Nov 17 \| HDFCLIFE	3%	₹66 Cr	917,080 ↑ 500,000
Infosys Ltd (Technology) Equity, Since 30 Jun 24 \| INFY	3%	₹65 Cr	350,000 ↑ 150,000

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 24.8% since its launch. Ranked 27 in Mid Cap category. Return for 2023 was 41.7% , 2022 was 10.7% and 2021 was 55.8% .

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (05 Sep 24)	₹103.465 ↑ 0.20 (0.19 %)
Net Assets (Cr)	₹14,446 on 31 Jul 24
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	0.66
Sharpe Ratio	3.25
Information Ratio	1.18
Alpha Ratio	16.06
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 19	₹10,000
31 Aug 20	₹10,283
31 Aug 21	₹16,564
31 Aug 22	₹20,787
31 Aug 23	₹26,281
31 Aug 24	₹42,866

Motilal Oswal Midcap 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹705,310.
Net Profit of ₹405,310 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 5 Sep 24

Duration	Returns
1 Month	7.1%
3 Month	21.5%
6 Month	34.4%
1 Year	60.6%
3 Year	37.3%
5 Year	34.6%
10 Year
15 Year
Since launch	24.8%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014

Fund Manager information for Motilal Oswal Midcap 30 Fund

Name	Since	Tenure
Niket Shah	1 Jul 20	4.09 Yr.
Rakesh Shetty	22 Nov 22	1.69 Yr.
Sunil Sawant	1 Jul 24	0.08 Yr.

Data below for Motilal Oswal Midcap 30 Fund as on 31 Jul 24

Equity Sector Allocation

Sector	Value
Technology	24.02%
Industrials	22.62%
Consumer Cyclical	16.87%
Financial Services	7.62%
Health Care	4.86%
Basic Materials	4.39%
Real Estate	2.94%

Asset Allocation

Asset Class	Value
Cash	16.83%
Equity	83.17%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Polycab India Ltd (Industrials) Equity, Since 30 Sep 23 \| POLYCAB	10%	₹1,440 Cr	2,100,000 ↑ 1,200,000
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	9%	₹1,329 Cr	2,750,000 ↑ 32,243
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	8%	₹1,115 Cr	19,250,000
Jio Financial Services Ltd (Financial Services) Equity, Since 31 Aug 23 \| 543940	8%	₹1,100 Cr	33,500,000
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	7%	₹946 Cr	1,500,000 ↑ 350,000
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 31 Jul 20 \| TIINDIA	6%	₹890 Cr	2,150,000 ↑ 55,138
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 28 Feb 23 \| BALKRISIND	5%	₹748 Cr	2,250,000 ↑ 850,000
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Mar 23 \| DIXON	4%	₹605 Cr	500,000 ↑ 300,000
Zomato Ltd (Consumer Cyclical) Equity, Since 30 Apr 23 \| 543320	4%	₹574 Cr	25,000,000 ↓ -20,000,000
KPIT Technologies Ltd (Technology) Equity, Since 31 Jan 23 \| KPITTECH	4%	₹553 Cr	3,000,000

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

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?

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!

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.