+91-22-48913909Motilal Oswal Mutual Fund
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 funds, 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 |
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.
Fund Selection Methodology used to find 4 funds
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 (%) 2024 (%) Motilal Oswal Multicap 35 Fund Growth ₹56.9831
↑ 0.05 ₹13,862 -9.7 -6.8 4 21.8 13.6 -5.6 Motilal Oswal Focused 25 Fund Growth ₹41.2872
↓ -0.07 ₹1,513 -6.8 -5.9 4.2 9.6 7.7 -1.7 Motilal Oswal Midcap 30 Fund Growth ₹91.5629
↑ 0.05 ₹36,880 -12.8 -9.5 -3.2 22.7 25.5 -12.1 Motilal Oswal Long Term Equity Fund Growth ₹47.0272
↑ 0.03 ₹4,341 -11.5 -10.7 2.6 21.2 18 -9.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 26 Research Highlights & Commentary of 4 Funds showcased
Commentary Motilal Oswal Multicap 35 Fund Motilal Oswal Focused 25 Fund Motilal Oswal Midcap 30 Fund Motilal Oswal Long Term Equity Fund Point 1 Upper mid AUM (₹13,862 Cr). Bottom quartile AUM (₹1,513 Cr). Highest AUM (₹36,880 Cr). Lower mid AUM (₹4,341 Cr). Point 2 Established history (11+ yrs). Oldest track record among peers (12 yrs). Established history (11+ yrs). Established history (11+ 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: 13.63% (lower mid). 5Y return: 7.67% (bottom quartile). 5Y return: 25.51% (top quartile). 5Y return: 18.05% (upper mid). Point 6 3Y return: 21.79% (upper mid). 3Y return: 9.60% (bottom quartile). 3Y return: 22.67% (top quartile). 3Y return: 21.20% (lower mid). Point 7 1Y return: 4.03% (upper mid). 1Y return: 4.22% (top quartile). 1Y return: -3.17% (bottom quartile). 1Y return: 2.60% (lower mid). Point 8 Alpha: -12.91 (upper mid). Alpha: -8.70 (top quartile). Alpha: -18.12 (bottom quartile). Alpha: -16.15 (lower mid). Point 9 Sharpe: -0.51 (lower mid). Sharpe: -0.21 (top quartile). Sharpe: -0.79 (bottom quartile). Sharpe: -0.43 (upper mid). Point 10 Information ratio: 0.54 (top quartile). Information ratio: -0.72 (bottom quartile). Information ratio: 0.10 (lower mid). Information ratio: 0.53 (upper mid). Motilal Oswal Multicap 35 Fund
Motilal Oswal Focused 25 Fund
Motilal Oswal Midcap 30 Fund
Motilal Oswal Long Term Equity Fund
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 (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Motilal Oswal Ultra Short Term Fund Growth ₹16.9222
↑ 0.01 ₹513 1.1 2.3 5.2 5.7 5.5 6.74% 5M 1D 5M 12D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 26 Research Highlights & Commentary of 1 Funds showcased
Commentary Motilal Oswal Ultra Short Term Fund Point 1 Highest AUM (₹513 Cr). Point 2 Oldest track record among peers (12 yrs). Point 3 Top rated. Point 4 Risk profile: Moderately Low. Point 5 1Y return: 5.24% (top quartile). Point 6 1M return: 0.29% (top quartile). Point 7 Sharpe: -3.63 (top quartile). Point 8 Information ratio: 0.00 (top quartile). Point 9 Yield to maturity (debt): 6.74% (top quartile). Point 10 Modified duration: 0.42 yrs (top quartile). Motilal Oswal Ultra Short Term Fund
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 (%) 2024 (%) Motilal Oswal Dynamic Fund Growth ₹17.9558
↓ -0.04 ₹872 -12.7 -8 -4.8 6.6 4.6 -7.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 26 Research Highlights & Commentary of 1 Funds showcased
Commentary Motilal Oswal Dynamic Fund Point 1 Highest AUM (₹872 Cr). Point 2 Oldest track record among peers (9 yrs). Point 3 Not Rated. Point 4 Risk profile: Moderately High. Point 5 5Y return: 4.59% (top quartile). Point 6 3Y return: 6.61% (top quartile). Point 7 1Y return: -4.75% (top quartile). Point 8 1M return: -7.46% (top quartile). Point 9 Alpha: 0.00 (top quartile). Point 10 Sharpe: -0.62 (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 (27 Jan 26) ₹47.0272 ↑ 0.03 (0.07 %) Net Assets (Cr) ₹4,341 on 31 Dec 25 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.43 Information Ratio 0.53 Alpha Ratio -16.15 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -7.6% 3 Month -11.5% 6 Month -10.7% 1 Year 2.6% 3 Year 21.2% 5 Year 18% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 -9.1% 2023 47.7% 2022 37% 2021 1.8% 2020 32.1% 2019 8.8% 2018 13.2% 2017 -8.7% 2016 44% 2015 12.5% Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Data below for Motilal Oswal Long Term Equity Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Motilal Oswal Multicap 35 Fund
Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (27 Jan 26) ₹56.9831 ↑ 0.05 (0.09 %) Net Assets (Cr) ₹13,862 on 31 Dec 25 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.51 Information Ratio 0.54 Alpha Ratio -12.91 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 Returns for Motilal Oswal Multicap 35 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -5.8% 3 Month -9.7% 6 Month -6.8% 1 Year 4% 3 Year 21.8% 5 Year 13.6% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2024 -5.6% 2023 45.7% 2022 31% 2021 -3% 2020 15.3% 2019 10.3% 2018 7.9% 2017 -7.8% 2016 43.1% 2015 8.5% Fund Manager information for Motilal Oswal Multicap 35 Fund
Name Since Tenure Data below for Motilal Oswal Multicap 35 Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Motilal Oswal Ultra Short Term Fund
Motilal Oswal Ultra Short Term Fund
Growth Launch Date 6 Sep 13 NAV (27 Jan 26) ₹16.9222 ↑ 0.01 (0.06 %) Net Assets (Cr) ₹513 on 31 Dec 25 Category Debt - Ultrashort Bond AMC Motilal Oswal Asset Management Co. Ltd Rating ☆ Risk Moderately Low Expense Ratio 0.93 Sharpe Ratio -3.63 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.74% Effective Maturity 5 Months 12 Days Modified Duration 5 Months 1 Day Growth of 10,000 investment over the years.
Date Value Returns for Motilal Oswal Ultra Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month 0.3% 3 Month 1.1% 6 Month 2.3% 1 Year 5.2% 3 Year 5.7% 5 Year 4.7% 10 Year 15 Year Since launch 4.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.5% 2023 6% 2022 5.8% 2021 3.6% 2020 2.4% 2019 4.3% 2018 6.2% 2017 -8.1% 2016 5.5% 2015 6.4% Fund Manager information for Motilal Oswal Ultra Short Term Fund
Name Since Tenure Data below for Motilal Oswal Ultra Short Term Fund as on 31 Dec 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Motilal Oswal Focused 25 Fund
Motilal Oswal Focused 25 Fund
Growth Launch Date 7 May 13 NAV (27 Jan 26) ₹41.2872 ↓ -0.07 (-0.16 %) Net Assets (Cr) ₹1,513 on 31 Dec 25 Category Equity - Focused AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio -0.21 Information Ratio -0.72 Alpha Ratio -8.7 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 Returns for Motilal Oswal Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -6.4% 3 Month -6.8% 6 Month -5.9% 1 Year 4.2% 3 Year 9.6% 5 Year 7.7% 10 Year 15 Year Since launch 11.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 -1.7% 2023 13.6% 2022 18.8% 2021 2% 2020 14.6% 2019 17.3% 2018 17.1% 2017 -4.2% 2016 32.2% 2015 2.8% Fund Manager information for Motilal Oswal Focused 25 Fund
Name Since Tenure Data below for Motilal Oswal Focused 25 Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (27 Jan 26) ₹91.5629 ↑ 0.05 (0.05 %) Net Assets (Cr) ₹36,880 on 31 Dec 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.79 Information Ratio 0.1 Alpha Ratio -18.12 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 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -7.6% 3 Month -12.8% 6 Month -9.5% 1 Year -3.2% 3 Year 22.7% 5 Year 25.5% 10 Year 15 Year Since launch 20.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 -12.1% 2023 57.1% 2022 41.7% 2021 10.7% 2020 55.8% 2019 9.3% 2018 9.7% 2017 -12.7% 2016 30.8% 2015 5.2% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Data below for Motilal Oswal Midcap 30 Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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
How to Invest in Motilal Oswal Mutual Fund?
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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
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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Research Highlights for Motilal Oswal Long Term Equity Fund