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 (%) 2022 (%) Motilal Oswal Multicap 35 Fund Growth ₹41.3686
↓ -0.13 ₹8,109 7.9 20.3 19.3 13.7 10.6 -3 Motilal Oswal Midcap 30 Fund Growth ₹67.8406
↑ 0.10 ₹6,060 8.4 21.3 30 34.2 23.5 10.7 Motilal Oswal Focused 25 Fund Growth ₹38.8868
↑ 0.06 ₹1,651 6.6 13.2 12.4 13.2 13.3 2 Motilal Oswal Long Term Equity Fund Growth ₹35.4799
↑ 0.18 ₹2,508 10 21.3 26.2 23.1 16.4 1.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Dec 23
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 (%) 2022 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Motilal Oswal Ultra Short Term Fund Growth ₹15.0365
↑ 0.00 ₹144 1.4 2.9 5.7 3.8 3.6 6.89% 2M 19D 2M 23D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Dec 23
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 (%) 2022 (%) Motilal Oswal Dynamic Fund Growth ₹19.2073
↓ -0.01 ₹786 4.8 23 23.7 11.1 10.1 -1.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Dec 23
(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 15.3% since its launch. Return for 2022 was 1.8% , 2021 was 32.1% and 2020 was 8.8% . Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (01 Dec 23) ₹35.4799 ↑ 0.18 (0.50 %) Net Assets (Cr) ₹2,508 on 31 Oct 23 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 1.04 Information Ratio 0.36 Alpha Ratio 7.44 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Nov 18 ₹10,000 30 Nov 19 ₹11,201 30 Nov 20 ₹11,430 30 Nov 21 ₹16,020 30 Nov 22 ₹16,898 30 Nov 23 ₹21,332 Returns for Motilal Oswal Long Term Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 1 Dec 23 Duration Returns 1 Month 10.3% 3 Month 10% 6 Month 21.3% 1 Year 26.2% 3 Year 23.1% 5 Year 16.4% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2022 1.8% 2021 32.1% 2020 8.8% 2019 13.2% 2018 -8.7% 2017 44% 2016 12.5% 2015 2014 2013 Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Niket Shah 17 Oct 23 0.04 Yr. Rakesh Shetty 22 Nov 22 0.94 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Financial Services 27.73% Consumer Cyclical 22.48% Health Care 19.33% Industrials 14.63% Technology 4.64% Real Estate 2.6% Utility 2.35% Basic Materials 1.61% Asset Allocation
Asset Class Value Cash 4.64% Equity 95.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002516% ₹151 Cr 700,000
↓ -224,263 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 22 | MEDANTA6% ₹143 Cr 1,825,000
↓ -14,603 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | INDUSINDBK5% ₹130 Cr 900,000
↑ 287,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jul 23 | INDIGO5% ₹129 Cr 525,000
↑ 28,514 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Oct 19 | CHOLAFIN5% ₹125 Cr 1,100,000
↑ 6,203 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | ICICIBANK5% ₹124 Cr 1,350,000
↑ 9,000 Infosys Ltd (Technology)
Equity, Since 31 Aug 20 | INFY5% ₹116 Cr 850,000
↓ -200,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433205% ₹116 Cr 11,000,000
↑ 11,000,000 Mankind Pharma Ltd (Healthcare)
Equity, Since 31 May 23 | 5439045% ₹113 Cr 650,000
↓ -5,050 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Aug 21 | 5328434% ₹97 Cr 3,000,000
↓ -67,595 2. Motilal Oswal Multicap 35 Fund
CAGR/Annualized
return of 16% since its launch. Ranked 5 in Multi Cap
category. Return for 2022 was -3% , 2021 was 15.3% and 2020 was 10.3% . Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (01 Dec 23) ₹41.3686 ↓ -0.13 (-0.32 %) Net Assets (Cr) ₹8,109 on 31 Oct 23 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.41 Sharpe Ratio 0.45 Information Ratio -1.01 Alpha Ratio 2.75 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 30 Nov 18 ₹10,000 30 Nov 19 ₹10,674 30 Nov 20 ₹11,258 30 Nov 21 ₹13,405 30 Nov 22 ₹13,871 30 Nov 23 ₹16,554 Returns for Motilal Oswal Multicap 35 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 1 Dec 23 Duration Returns 1 Month 6.7% 3 Month 7.9% 6 Month 20.3% 1 Year 19.3% 3 Year 13.7% 5 Year 10.6% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2022 -3% 2021 15.3% 2020 10.3% 2019 7.9% 2018 -7.8% 2017 43.1% 2016 8.5% 2015 14.6% 2014 2013 Fund Manager information for Motilal Oswal Multicap 35 Fund
Name Since Tenure Niket Shah 1 Jul 22 1.33 Yr. Ankush Sood 25 Aug 21 2.18 Yr. Santosh Singh 1 Aug 23 0.25 Yr. Rakesh Shetty 22 Nov 22 0.94 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Financial Services 31.94% Consumer Cyclical 25.77% Technology 18.42% Industrials 12.96% Basic Materials 4.13% Real Estate 1.89% Asset Allocation
Asset Class Value Cash 4.89% Equity 95.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 54332011% ₹920 Cr 87,500,000
↓ -9,500,000 Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 23 | 54394010% ₹805 Cr 36,750,000
↑ 979,272 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT10% ₹785 Cr 1,275,000
↑ 225,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN9% ₹728 Cr 6,400,000
↓ -100,000 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | TIINDIA7% ₹528 Cr 1,675,000 Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE6% ₹523 Cr 1,050,000
↑ 125,000 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK6% ₹458 Cr 5,000,000
↓ -366,677 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK5% ₹369 Cr 2,500,000 Vaibhav Global Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | VAIBHAVGBL4% ₹358 Cr 8,558,693
↓ -114,488 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND4% ₹345 Cr 1,350,000
↑ 100,000 3. Motilal Oswal Ultra Short Term Fund
CAGR/Annualized
return of 4.1% since its launch. Ranked 85 in Ultrashort Bond
category. Return for 2022 was 3.6% , 2021 was 2.4% and 2020 was 4.3% . Motilal Oswal Ultra Short Term Fund
Growth Launch Date 6 Sep 13 NAV (01 Dec 23) ₹15.0365 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹144 on 31 Oct 23 Category Debt - Ultrashort Bond AMC Motilal Oswal Asset Management Co. Ltd Rating ☆ Risk Moderately Low Expense Ratio 0.9 Sharpe Ratio -5.66 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.89% Effective Maturity 2 Months 23 Days Modified Duration 2 Months 19 Days Growth of 10,000 investment over the years.
Date Value 30 Nov 18 ₹10,000 30 Nov 19 ₹9,800 30 Nov 20 ₹10,240 30 Nov 21 ₹10,492 30 Nov 22 ₹10,844 30 Nov 23 ₹11,467 Returns for Motilal Oswal Ultra Short Term Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 1 Dec 23 Duration Returns 1 Month 0.5% 3 Month 1.4% 6 Month 2.9% 1 Year 5.7% 3 Year 3.8% 5 Year 2.8% 10 Year 15 Year Since launch 4.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 Fund Manager information for Motilal Oswal Ultra Short Term Fund
Name Since Tenure Rakesh Shetty 22 Nov 22 0.94 Yr. Data below for Motilal Oswal Ultra Short Term Fund as on 31 Oct 23
Asset Allocation
Asset Class Value Cash 82.86% Debt 16.96% Other 0.18% Debt Sector Allocation
Sector Value Cash Equivalent 48.39% Government 41.07% Corporate 10.36% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity India (Republic of)
- | -17% ₹25 Cr 2,500,000 364 DTB 04012024
Sovereign Bonds | -17% ₹25 Cr 2,500,000 364 DTB 26012024
Sovereign Bonds | -17% ₹25 Cr 2,500,000 182 DTB 07032023
Sovereign Bonds | -17% ₹24 Cr 2,500,000 Corporate Debt Market Development Fund Class A2
Investment Fund | -0% ₹0 Cr 260
↑ 260 Collateralized Borrowing & Lending Obligation
CBLO | -14% ₹21 Cr 2,060,000
↑ 2,060,000 Axis Bank Limited
Certificate of Deposit | -3% ₹5 Cr 500,000 Bank Of Baroda
Certificate of Deposit | -3% ₹5 Cr 500,000 HDFC Bank Limited
Certificate of Deposit | -3% ₹5 Cr 500,000 Union Bank Of India
Certificate of Deposit | -3% ₹5 Cr 500,000 4. Motilal Oswal Focused 25 Fund
CAGR/Annualized
return of 13.7% since its launch. Ranked 28 in Focused
category. Return for 2022 was 2% , 2021 was 14.6% and 2020 was 17.3% . Motilal Oswal Focused 25 Fund
Growth Launch Date 7 May 13 NAV (01 Dec 23) ₹38.8868 ↑ 0.06 (0.17 %) Net Assets (Cr) ₹1,651 on 31 Oct 23 Category Equity - Focused AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.64 Sharpe Ratio -0.05 Information Ratio -1.53 Alpha Ratio -3.27 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 30 Nov 18 ₹10,000 30 Nov 19 ₹11,428 30 Nov 20 ₹12,892 30 Nov 21 ₹15,621 30 Nov 22 ₹16,619 30 Nov 23 ₹18,676 Returns for Motilal Oswal Focused 25 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 1 Dec 23 Duration Returns 1 Month 7.9% 3 Month 6.6% 6 Month 13.2% 1 Year 12.4% 3 Year 13.2% 5 Year 13.3% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 Fund Manager information for Motilal Oswal Focused 25 Fund
Name Since Tenure Ankush Sood 11 Nov 22 0.97 Yr. Santosh Singh 1 Aug 23 0.25 Yr. Rakesh Shetty 22 Nov 22 0.94 Yr. Data below for Motilal Oswal Focused 25 Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Financial Services 36.12% Technology 19.48% Industrials 13.01% Consumer Cyclical 10.77% Consumer Defensive 5.34% Health Care 4.61% Communication Services 4.15% Basic Materials 3.18% Energy 2.43% Asset Allocation
Asset Class Value Cash 0.9% Equity 99.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity Star Health and Allied Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5434127% ₹113 Cr 1,949,377
↑ 100,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | MOTHERSON7% ₹111 Cr 12,050,000
↑ 2,950,000 ABB India Ltd (Industrials)
Equity, Since 30 Apr 17 | ABB6% ₹95 Cr 230,000 BSE Ltd (Financial Services)
Equity, Since 30 Sep 23 | BSE6% ₹94 Cr 505,266 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Oct 20 | 5403765% ₹88 Cr 242,746 One97 Communications Ltd (Technology)
Equity, Since 30 Apr 23 | 5433965% ₹81 Cr 884,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 23 | SUNPHARMA5% ₹76 Cr 700,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 13 | HDFCBANK4% ₹74 Cr 500,000 KFin Technologies Ltd (Technology)
Equity, Since 31 Dec 22 | KFINTECH4% ₹69 Cr 1,526,701
↓ -150,445 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 23 | BHARTIARTL4% ₹69 Cr 750,000
↑ 50,000 5. Motilal Oswal Midcap 30 Fund
CAGR/Annualized
return of 21.6% since its launch. Ranked 27 in Mid Cap
category. Return for 2022 was 10.7% , 2021 was 55.8% and 2020 was 9.3% . Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (01 Dec 23) ₹67.8406 ↑ 0.10 (0.15 %) Net Assets (Cr) ₹6,060 on 31 Oct 23 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.45 Sharpe Ratio 0.92 Information Ratio 0.39 Alpha Ratio -0.23 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 30 Nov 18 ₹10,000 30 Nov 19 ₹11,255 30 Nov 20 ₹11,916 30 Nov 21 ₹18,584 30 Nov 22 ₹22,126 30 Nov 23 ₹28,775 Returns for Motilal Oswal Midcap 30 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 1 Dec 23 Duration Returns 1 Month 9.3% 3 Month 8.4% 6 Month 21.3% 1 Year 30% 3 Year 34.2% 5 Year 23.5% 10 Year 15 Year Since launch 21.6% Historical performance (Yearly) on absolute basis
Year Returns 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 2013 Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Niket Shah 1 Jul 20 3.34 Yr. Ankush Sood 11 Nov 22 0.97 Yr. Rakesh Shetty 22 Nov 22 0.94 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Technology 26.36% Financial Services 18.02% Consumer Cyclical 15.41% Basic Materials 13.15% Industrials 12.83% Real Estate 6.74% Health Care 3.24% Communication Services 1.37% Asset Allocation
Asset Class Value Cash 2.6% Equity 97.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT10% ₹616 Cr 1,000,000
↑ 250,000 Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5439409% ₹548 Cr 25,000,000
↑ 1,000,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 5433208% ₹499 Cr 47,500,000
↓ -5,000,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 18 | CHOLAFIN8% ₹489 Cr 4,300,000
↓ -125,000 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE7% ₹397 Cr 796,000
↑ 96,000 KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | KPITTECH6% ₹365 Cr 3,000,000
↓ -500,000 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Sep 22 | DEEPAKNTR6% ₹363 Cr 1,825,000 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND6% ₹358 Cr 1,400,000 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jul 23 | PRESTIGE5% ₹318 Cr 4,150,000
↓ -850,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | 5000934% ₹254 Cr 6,499,975
↑ 250,000
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