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Motilal Oswal Mutual Fund

Updated on June 5, 2025 , 8099 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 (%)2024 (%)
Motilal Oswal Multicap 35 Fund Growth ₹60.5395
↑ 0.44
₹12,41810.6-5.317.325.322.145.7
Motilal Oswal Midcap 30 Fund  Growth ₹101.035
↑ 0.60
₹27,78011.8-1016.332.836.957.1
Motilal Oswal Focused 25 Fund  Growth ₹43.8045
↑ 0.32
₹1,39919.9-7.22.712.815.313.6
Motilal Oswal Long Term Equity Fund Growth ₹52.4849
↑ 0.38
₹3,89722.6-6.317.430.128.147.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25

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 (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Motilal Oswal Ultra Short Term Fund  Growth ₹16.4425
↑ 0.01
₹5491.736.15.766.02%3M 29D4M 6D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25

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 (%)2024 (%)
Motilal Oswal Dynamic Fund Growth ₹18.9406
↑ 0.02
₹9048.3-11.8-4.79.58.79.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25

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 17.3% since its launch.  Return for 2024 was 47.7% , 2023 was 37% and 2022 was 1.8% .

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 (06 Jun 25) ₹52.4849 ↑ 0.38   (0.74 %)
Net Assets (Cr) ₹3,897 on 30 Apr 25
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 0.74
Sharpe Ratio 0.08
Information Ratio 0.77
Alpha Ratio 1.58
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹16,160
31 May 22₹16,757
31 May 23₹20,100
31 May 24₹30,805
31 May 25₹35,818

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 ₹612,552.
Net Profit of ₹312,552
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 6 Jun 25

DurationReturns
1 Month 15.1%
3 Month 22.6%
6 Month -6.3%
1 Year 17.4%
3 Year 30.1%
5 Year 28.1%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ajay Khandelwal11 Dec 231.47 Yr.
Rakesh Shetty22 Nov 222.52 Yr.
Atul Mehra1 Oct 240.66 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Industrials37.3%
Consumer Cyclical20.59%
Financial Services17.43%
Technology8.6%
Real Estate6.27%
Basic Materials5.67%
Health Care2.96%
Asset Allocation
Asset ClassValue
Cash1.18%
Equity98.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TRENT
6%₹240 Cr425,260
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
5%₹236 Cr9,923,692
Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 23 | BDL
5%₹213 Cr1,056,315
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES
4%₹178 Cr297,751
Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON
4%₹177 Cr24,702,337
Inox Wind Ltd (Industrials)
Equity, Since 31 Dec 23 | 539083
4%₹159 Cr8,173,777
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER
4%₹156 Cr240,350
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX
4%₹155 Cr235,083
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE
4%₹155 Cr1,055,205
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 24 | BEL
3%₹152 Cr3,950,000

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 17.6% since its launch.  Ranked 5 in Multi Cap category.  Return for 2024 was 45.7% , 2023 was 31% and 2022 was -3% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (06 Jun 25) ₹60.5395 ↑ 0.44   (0.74 %)
Net Assets (Cr) ₹12,418 on 30 Apr 25
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.94
Sharpe Ratio 0.39
Information Ratio 0.62
Alpha Ratio 8.34
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
31 May 20₹10,000
31 May 21₹15,277
31 May 22₹14,553
31 May 23₹16,190
31 May 24₹23,601
31 May 25₹28,151

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 ₹530,691.
Net Profit of ₹230,691
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 6 Jun 25

DurationReturns
1 Month 5.3%
3 Month 10.6%
6 Month -5.3%
1 Year 17.3%
3 Year 25.3%
5 Year 22.1%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ajay Khandelwal1 Oct 240.66 Yr.
Niket Shah1 Jul 222.92 Yr.
Rakesh Shetty22 Nov 222.52 Yr.
Atul Mehra1 Oct 240.66 Yr.
Sunil Sawant1 Jul 240.92 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Technology22.43%
Industrials18.22%
Consumer Cyclical17.08%
Financial Services8.53%
Communication Services8.52%
Health Care1.73%
Consumer Defensive0.54%
Asset Allocation
Asset ClassValue
Cash23.56%
Equity76.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE
11%₹1,389 Cr1,625,000
↓ -100,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT
10%₹1,240 Cr2,200,000
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB
9%₹1,164 Cr1,942,305
↓ -57,570
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL
8%₹1,009 Cr18,000,000
↑ 114,380
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | CGPOWER
6%₹841 Cr12,250,000
↑ 175,830
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | TRENT
6%₹787 Cr1,394,889
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN
6%₹720 Cr4,500,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 890157
5%₹701 Cr4,999,500
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | 543320
3%₹413 Cr17,331,906
↑ 17,331,906
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 25 | BHARTIARTL
3%₹409 Cr2,200,826
↑ 2,200,826

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 4.3% since its launch.  Ranked 85 in Ultrashort Bond category.  Return for 2024 was 6% , 2023 was 5.8% and 2022 was 3.6% .

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 (06 Jun 25) ₹16.4425 ↑ 0.01   (0.08 %)
Net Assets (Cr) ₹549 on 30 Apr 25
Category Debt - Ultrashort Bond
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately Low
Expense Ratio 0.35
Sharpe Ratio -4.79
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 6.02%
Effective Maturity 4 Months 6 Days
Modified Duration 3 Months 29 Days

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹10,291
31 May 22₹10,535
31 May 23₹11,064
31 May 24₹11,726
31 May 25₹12,427

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 ₹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 6 Jun 25

DurationReturns
1 Month 0.6%
3 Month 1.7%
6 Month 3%
1 Year 6.1%
3 Year 5.7%
5 Year 4.5%
10 Year
15 Year
Since launch 4.3%
Historical performance (Yearly) on absolute basis
YearReturns
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 
NameSinceTenure
Rakesh Shetty22 Nov 222.52 Yr.

Data below for Motilal Oswal Ultra Short Term Fund  as on 30 Apr 25

Asset Allocation
Asset ClassValue
Cash52.14%
Debt47.63%
Other0.23%
Debt Sector Allocation
SectorValue
Government44.31%
Cash Equivalent33.43%
Corporate22.03%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
364 DTB 26122025
Sovereign Bonds | -
13%₹73 Cr7,500,000
364 DTB 28082025
Sovereign Bonds | -
9%₹49 Cr5,000,000
364 DTB 09102025
Sovereign Bonds | -
8%₹44 Cr4,500,000
India (Republic of)
- | -
5%₹30 Cr3,000,000
364 DTB 04092025
Sovereign Bonds | -
5%₹30 Cr3,000,000
364 DTB 12022026
Sovereign Bonds | -
5%₹29 Cr3,000,000
182 DTB 31072025
Sovereign Bonds | -
4%₹25 Cr2,500,000
364 DTB 15082025
Sovereign Bonds | -
4%₹25 Cr2,500,000
Bank of Baroda
Debentures | -
4%₹24 Cr2,500,000
364 DTB 06112025
Sovereign Bonds | -
4%₹24 Cr2,500,000

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% since its launch.  Ranked 28 in Focused category.  Return for 2024 was 13.6% , 2023 was 18.8% and 2022 was 2% .

Below is the key information for Motilal Oswal Focused 25 Fund 

Motilal Oswal Focused 25 Fund 
Growth
Launch Date 7 May 13
NAV (06 Jun 25) ₹43.8045 ↑ 0.32   (0.73 %)
Net Assets (Cr) ₹1,399 on 30 Apr 25
Category Equity - Focused
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.94
Sharpe Ratio -0.59
Information Ratio -0.93
Alpha Ratio -14.34
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
31 May 20₹10,000
31 May 21₹15,331
31 May 22₹15,136
31 May 23₹16,874
31 May 24₹21,007
31 May 25₹21,349

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 ₹447,579.
Net Profit of ₹147,579
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 6 Jun 25

DurationReturns
1 Month 15.5%
3 Month 19.9%
6 Month -7.2%
1 Year 2.7%
3 Year 12.8%
5 Year 15.3%
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
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 
NameSinceTenure
Ajay Khandelwal1 Oct 240.66 Yr.
Rakesh Shetty22 Nov 222.52 Yr.
Atul Mehra1 Oct 240.66 Yr.
Sunil Sawant1 Jul 240.92 Yr.

Data below for Motilal Oswal Focused 25 Fund  as on 30 Apr 25

Equity Sector Allocation
SectorValue
Industrials33.8%
Financial Services26.03%
Technology15.14%
Consumer Cyclical12.67%
Consumer Defensive4.38%
Health Care3.94%
Basic Materials2.36%
Asset Allocation
Asset ClassValue
Cash1.68%
Equity98.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Piramal Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | PEL
9%₹144 Cr1,300,249
Religare Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | RELIGARE
8%₹131 Cr5,678,060
Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Mar 25 | BDL
7%₹116 Cr575,353
ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | ZFCVINDIA
7%₹108 Cr80,638
One97 Communications Ltd (Technology)
Equity, Since 30 Apr 23 | 543396
6%₹87 Cr982,077
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | RADICO
4%₹68 Cr269,025
Suzlon Energy Ltd (Industrials)
Equity, Since 28 Feb 25 | SUZLON
4%₹67 Cr9,320,333
Zen Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | ZENTEC
4%₹64 Cr300,000
OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE
4%₹61 Cr318,723
Inox Wind Ltd (Industrials)
Equity, Since 31 Mar 25 | 539083
4%₹61 Cr3,116,610

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 22.8% since its launch.  Ranked 27 in Mid Cap category.  Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (06 Jun 25) ₹101.035 ↑ 0.60   (0.60 %)
Net Assets (Cr) ₹27,780 on 30 Apr 25
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 0.38
Information Ratio 0.46
Alpha Ratio 8.89
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.

DateValue
31 May 20₹10,000
31 May 21₹17,139
31 May 22₹21,910
31 May 23₹27,996
31 May 24₹41,746
31 May 25₹49,975

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 ₹738,840.
Net Profit of ₹438,840
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 6 Jun 25

DurationReturns
1 Month 6.5%
3 Month 11.8%
6 Month -10%
1 Year 16.3%
3 Year 32.8%
5 Year 36.9%
10 Year
15 Year
Since launch 22.8%
Historical performance (Yearly) on absolute basis
YearReturns
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 
NameSinceTenure
Ajay Khandelwal1 Oct 240.66 Yr.
Niket Shah1 Jul 204.92 Yr.
Rakesh Shetty22 Nov 222.52 Yr.
Sunil Sawant1 Jul 240.92 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 30 Apr 25

Equity Sector Allocation
SectorValue
Technology29.99%
Consumer Cyclical16.64%
Industrials14.58%
Health Care4.76%
Communication Services3.95%
Real Estate3.03%
Basic Materials2.07%
Utility0.35%
Financial Services0.09%
Asset Allocation
Asset ClassValue
Cash32.1%
Equity67.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
10%₹3,078 Cr3,600,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹2,960 Cr5,250,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
8%₹2,437 Cr43,490,250
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
5%₹1,498 Cr2,500,000
Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA
4%₹1,236 Cr6,750,000
↑ 250,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON
4%₹1,227 Cr835,200
↑ 100,000
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | TRENT
4%₹1,210 Cr2,143,194
↑ 7,450
One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 543396
4%₹1,149 Cr12,900,814
↑ 512,314
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH
4%₹1,122 Cr9,969,361
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI
3%₹993 Cr2,750,000
↑ 50,000

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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