Table of Contents
Top 5 Funds
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.
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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 (%) 2023 (%) Motilal Oswal Multicap 35 Fund Growth ₹50.0147
↑ 0.15 ₹9,660 10.6 31.5 56.4 17.4 14.1 31 Motilal Oswal Midcap 30 Fund Growth ₹82.9836
↑ 0.62 ₹8,987 13.6 36.4 64.5 37.6 27 41.7 Motilal Oswal Focused 25 Fund Growth ₹42.91
↓ -0.13 ₹1,804 7.1 20.8 32.7 13.6 14.6 18.8 Motilal Oswal Long Term Equity Fund Growth ₹44.0816
↓ -0.04 ₹3,205 15.3 39.5 61.3 26.3 21.1 37 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Apr 24
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 ₹15.403
↑ 0.00 ₹165 1.5 3 6 4.3 5.8 7% 1M 28D 2M 1D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Apr 24
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 ₹19.9417
↓ -0.02 ₹1,236 2 8.9 33.5 11.3 10.3 24.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Apr 24
(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 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. 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 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. 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 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. 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 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. 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 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
CAGR/Annualized
return of 17.4% since its launch. Return for 2023 was 37% , 2022 was 1.8% and 2021 was 32.1% . Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (26 Apr 24) ₹44.0816 ↓ -0.04 (-0.10 %) Net Assets (Cr) ₹3,205 on 31 Mar 24 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 3.51 Information Ratio 0.61 Alpha Ratio 13.5 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 19 ₹10,000 31 Mar 20 ₹7,890 31 Mar 21 ₹12,936 31 Mar 22 ₹14,746 31 Mar 23 ₹15,621 31 Mar 24 ₹24,072 Returns for Motilal Oswal Long Term Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 26 Apr 24 Duration Returns 1 Month 8.9% 3 Month 15.3% 6 Month 39.5% 1 Year 61.3% 3 Year 26.3% 5 Year 21.1% 10 Year 15 Year Since launch 17.4% 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 0.31 Yr. Niket Shah 17 Oct 23 0.46 Yr. Rakesh Shetty 22 Nov 22 1.36 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 25.57% Industrials 25.48% Consumer Cyclical 17% Health Care 12.1% Real Estate 7.01% Basic Materials 4.97% Technology 3.76% Utility 2.69% Asset Allocation
Asset Class Value Cash 1.43% Equity 98.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433207% ₹215 Cr 13,000,000 Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 23 | 5439407% ₹211 Cr 6,800,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002516% ₹184 Cr 474,799 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 22 | MEDANTA5% ₹168 Cr 1,235,145
↓ -285,352 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | INDUSINDBK5% ₹147 Cr 1,000,000 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE4% ₹134 Cr 1,150,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | KALYANKJIL4% ₹131 Cr 3,296,932
↑ 1,113,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jul 23 | INDIGO4% ₹128 Cr 406,055
↓ -50,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | ICICIBANK4% ₹123 Cr 1,170,000 Infosys Ltd (Technology)
Equity, Since 31 Aug 20 | INFY4% ₹117 Cr 700,000 2. Motilal Oswal Multicap 35 Fund
CAGR/Annualized
return of 17.5% since its launch. Ranked 5 in Multi Cap
category. Return for 2023 was 31% , 2022 was -3% and 2021 was 15.3% . Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (26 Apr 24) ₹50.0147 ↑ 0.15 (0.30 %) Net Assets (Cr) ₹9,660 on 31 Mar 24 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.41 Sharpe Ratio 5.58 Information Ratio -0.56 Alpha Ratio 24.89 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 19 ₹10,000 31 Mar 20 ₹7,501 31 Mar 21 ₹12,129 31 Mar 22 ₹12,417 31 Mar 23 ₹12,009 31 Mar 24 ₹18,543 Returns for Motilal Oswal Multicap 35 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 26 Apr 24 Duration Returns 1 Month 5.2% 3 Month 10.6% 6 Month 31.5% 1 Year 56.4% 3 Year 17.4% 5 Year 14.1% 10 Year 15 Year Since launch 17.5% 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 1.75 Yr. Ankush Sood 25 Aug 21 2.6 Yr. Santosh Singh 1 Aug 23 0.67 Yr. Rakesh Shetty 22 Nov 22 1.36 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Consumer Cyclical 23.78% Financial Services 22.14% Industrials 20.31% Technology 16.88% Real Estate 3.1% Basic Materials 2.35% Health Care 0.36% Asset Allocation
Asset Class Value Cash 11.09% Equity 88.91% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 23 | 54394012% ₹1,163 Cr 37,500,000
↓ -393,057 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT10% ₹903 Cr 1,045,911
↓ -4,069 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | TIINDIA9% ₹802 Cr 2,299,657
↑ 24,657 Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE7% ₹688 Cr 1,050,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL6% ₹554 Cr 13,947,965
↑ 11,947,965 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 5433205% ₹496 Cr 30,000,000
↓ -15,000,000 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB5% ₹475 Cr 1,000,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN4% ₹408 Cr 3,750,000
↓ -2,250,000 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK3% ₹316 Cr 3,000,000
↓ -2,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 21 | LT3% ₹296 Cr 850,000 3. Motilal Oswal Ultra Short Term Fund
CAGR/Annualized
return of 4.1% since its launch. Ranked 85 in Ultrashort Bond
category. Return for 2023 was 5.8% , 2022 was 3.6% and 2021 was 2.4% . Motilal Oswal Ultra Short Term Fund
Growth Launch Date 6 Sep 13 NAV (26 Apr 24) ₹15.403 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹165 on 31 Mar 24 Category Debt - Ultrashort Bond AMC Motilal Oswal Asset Management Co. Ltd Rating ☆ Risk Moderately Low Expense Ratio 0.9 Sharpe Ratio -8.21 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 7% Effective Maturity 2 Months 1 Day Modified Duration 1 Month 28 Days Growth of 10,000 investment over the years.
Date Value 31 Mar 19 ₹10,000 31 Mar 20 ₹10,595 31 Mar 21 ₹10,960 31 Mar 22 ₹11,238 31 Mar 23 ₹11,712 31 Mar 24 ₹12,417 Returns for Motilal Oswal Ultra Short Term Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 26 Apr 24 Duration Returns 1 Month 0.5% 3 Month 1.5% 6 Month 3% 1 Year 6% 3 Year 4.3% 5 Year 4.4% 10 Year 15 Year Since launch 4.1% 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 1.36 Yr. Data below for Motilal Oswal Ultra Short Term Fund as on 31 Mar 24
Asset Allocation
Asset Class Value Cash 50.09% Debt 49.66% Other 0.25% Debt Sector Allocation
Sector Value Government 49.66% Cash Equivalent 32.41% Corporate 17.69% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 182 DTB 04072024
Sovereign Bonds | -32% ₹54 Cr 5,500,000 India (Republic of)
- | -17% ₹29 Cr 3,000,000
↑ 3,000,000 182 DTB 16052024
Sovereign Bonds | -15% ₹25 Cr 2,500,000 Corporate Debt Market Development Fund
Investment Fund | -0% ₹0 Cr 412
↑ 412 Trp_180324
CBLO/Reverse Repo | -16% ₹27 Cr ICICI Bank Limited
Certificate of Deposit | -9% ₹15 Cr 1,500,000
↑ 1,500,000 Axis Bank Limited
Certificate of Deposit | -3% ₹5 Cr 500,000 Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)
Certificate of Deposit | -3% ₹5 Cr 500,000 Aditya Birla Finance Limited
Commercial Paper | -3% ₹5 Cr 500,000 Bank Of Baroda
Certificate of Deposit | -3% ₹5 Cr 500,000 4. Motilal Oswal Focused 25 Fund
CAGR/Annualized
return of 14.2% since its launch. Ranked 28 in Focused
category. Return for 2023 was 18.8% , 2022 was 2% and 2021 was 14.6% . Motilal Oswal Focused 25 Fund
Growth Launch Date 7 May 13 NAV (26 Apr 24) ₹42.91 ↓ -0.13 (-0.31 %) Net Assets (Cr) ₹1,804 on 31 Mar 24 Category Equity - Focused AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.64 Sharpe Ratio 2.17 Information Ratio -1.23 Alpha Ratio 3.96 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 19 ₹10,000 31 Mar 20 ₹8,644 31 Mar 21 ₹13,823 31 Mar 22 ₹14,602 31 Mar 23 ₹14,695 31 Mar 24 ₹19,170 Returns for Motilal Oswal Focused 25 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 26 Apr 24 Duration Returns 1 Month 6.1% 3 Month 7.1% 6 Month 20.8% 1 Year 32.7% 3 Year 13.6% 5 Year 14.6% 10 Year 15 Year Since launch 14.2% 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 Ankush Sood 11 Nov 22 1.39 Yr. Santosh Singh 1 Aug 23 0.67 Yr. Rakesh Shetty 22 Nov 22 1.36 Yr. Data below for Motilal Oswal Focused 25 Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 35% Consumer Cyclical 20.49% Industrials 19.56% Technology 7.11% Health Care 6.16% Communication Services 5.33% Energy 2.87% Asset Allocation
Asset Class Value Cash 3.48% Equity 96.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity Star Health and Allied Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5434129% ₹162 Cr 2,890,377 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | MOTHERSON9% ₹159 Cr 13,350,000 FSN E-Commerce Ventures Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 5433847% ₹122 Cr 7,759,337
↑ 269,605 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 23 | SUNPHARMA6% ₹110 Cr 700,000 L&T Technology Services Ltd (Technology)
Equity, Since 30 Apr 23 | LTTS6% ₹101 Cr 191,381 BSE Ltd (Financial Services)
Equity, Since 30 Sep 23 | BSE6% ₹99 Cr 418,772
↓ -29,958 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 23 | BHARTIARTL5% ₹95 Cr 850,000
↑ 100,000 ABB India Ltd (Industrials)
Equity, Since 30 Apr 17 | ABB5% ₹90 Cr 164,540
↓ -40,000 ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | ZFCVINDIA5% ₹86 Cr 59,378
↑ 8,864 Dreamfolks Services Ltd (Industrials)
Equity, Since 31 Oct 23 | DREAMFOLKS5% ₹82 Cr 1,640,601
↑ 158,000 5. Motilal Oswal Midcap 30 Fund
CAGR/Annualized
return of 23.1% since its launch. Ranked 27 in Mid Cap
category. Return for 2023 was 41.7% , 2022 was 10.7% and 2021 was 55.8% . Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (26 Apr 24) ₹82.9836 ↑ 0.62 (0.76 %) Net Assets (Cr) ₹8,987 on 31 Mar 24 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.45 Sharpe Ratio 3.98 Information Ratio 1.03 Alpha Ratio 18.76 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 Mar 19 ₹10,000 31 Mar 20 ₹7,580 31 Mar 21 ₹12,801 31 Mar 22 ₹17,693 31 Mar 23 ₹19,463 31 Mar 24 ₹31,209 Returns for Motilal Oswal Midcap 30 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 26 Apr 24 Duration Returns 1 Month 6.3% 3 Month 13.6% 6 Month 36.4% 1 Year 64.5% 3 Year 37.6% 5 Year 27% 10 Year 15 Year Since launch 23.1% 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 3.75 Yr. Ankush Sood 11 Nov 22 1.39 Yr. Rakesh Shetty 22 Nov 22 1.36 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Technology 21.43% Industrials 20.27% Consumer Cyclical 18.03% Financial Services 10.97% Real Estate 7.82% Basic Materials 4.24% Communication Services 1.86% Health Care 0.7% Asset Allocation
Asset Class Value Cash 14.68% Equity 85.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | 54394011% ₹930 Cr 30,000,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT10% ₹841 Cr 975,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL10% ₹814 Cr 20,500,000
↑ 20,500,000 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 20 | TIINDIA8% ₹706 Cr 2,025,000
↑ 50,000 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jul 23 | PRESTIGE6% ₹525 Cr 4,500,000 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE6% ₹524 Cr 800,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | 5000935% ₹443 Cr 10,000,000 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND5% ₹384 Cr 1,725,000 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Sep 22 | DEEPAKNTR4% ₹360 Cr 1,625,000
↓ -200,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 5433204% ₹331 Cr 20,000,000
↓ -20,000,000
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.
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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