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 ₹57.599
↑ 0.20 ₹12,267 3.1 -4.8 14.9 21.4 21.9 45.7 Motilal Oswal Midcap 30 Fund Growth ₹94.8983
↑ 0.93 ₹26,028 -1 -9.2 14.5 26.9 36.4 57.1 Motilal Oswal Focused 25 Fund Growth ₹39.1781
↑ 0.04 ₹1,401 -2.6 -16.9 -8.1 8.4 13.6 13.6 Motilal Oswal Long Term Equity Fund Growth ₹47.172
↑ 0.34 ₹3,817 1.8 -10.3 7.6 23.4 26.3 47.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Apr 25
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 ₹16.3285
↑ 0.00 ₹517 1.5 2.9 6 5.5 6 6.39% 3M 29D 4M 6D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Apr 25
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 ₹18.1696
↑ 0.05 ₹918 -4.2 -16.6 -8.3 6.7 8.6 9.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Apr 25
(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 16.3% since its launch. Return for 2024 was 47.7% , 2023 was 37% and 2022 was 1.8% . Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (29 Apr 25) ₹47.172 ↑ 0.34 (0.73 %) Net Assets (Cr) ₹3,817 on 31 Mar 25 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 0.74 Sharpe Ratio 0.26 Information Ratio 0.83 Alpha Ratio 5.9 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹16,396 31 Mar 22 ₹18,690 31 Mar 23 ₹19,798 31 Mar 24 ₹30,510 31 Mar 25 ₹33,744 Returns for Motilal Oswal Long Term Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 29 Apr 25 Duration Returns 1 Month 3.2% 3 Month 1.8% 6 Month -10.3% 1 Year 7.6% 3 Year 23.4% 5 Year 26.3% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Ajay Khandelwal 11 Dec 23 1.31 Yr. Rakesh Shetty 22 Nov 22 2.36 Yr. Atul Mehra 1 Oct 24 0.5 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Industrials 32.95% Consumer Cyclical 21.12% Financial Services 16.53% Technology 11.7% Real Estate 6.6% Basic Materials 6.55% Health Care 2.91% Asset Allocation
Asset Class Value Cash 1.64% Equity 98.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002516% ₹226 Cr 425,260 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433205% ₹200 Cr 9,923,692 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER4% ₹169 Cr 235,044 Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM4% ₹164 Cr 408,886 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES4% ₹141 Cr 297,751 PTC Industries Ltd (Industrials)
Equity, Since 30 Sep 24 | 5390064% ₹139 Cr 92,967 Coforge Ltd (Technology)
Equity, Since 31 Jul 24 | COFORGE4% ₹137 Cr 168,355 Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON4% ₹136 Cr 24,068,813 Inox Wind Ltd (Industrials)
Equity, Since 31 Dec 23 | INOXWIND3% ₹130 Cr 7,946,960 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 23 | BDL3% ₹127 Cr 992,768 2. Motilal Oswal Multicap 35 Fund
CAGR/Annualized
return of 17.2% since its launch. Ranked 5 in Multi Cap
category. Return for 2024 was 45.7% , 2023 was 31% and 2022 was -3% . Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (29 Apr 25) ₹57.599 ↑ 0.20 (0.34 %) Net Assets (Cr) ₹12,267 on 31 Mar 25 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 0.94 Sharpe Ratio 0.56 Information Ratio 0.79 Alpha Ratio 11.84 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 20 ₹10,000 31 Mar 21 ₹16,169 31 Mar 22 ₹16,552 31 Mar 23 ₹16,009 31 Mar 24 ₹24,719 31 Mar 25 ₹29,279 Returns for Motilal Oswal Multicap 35 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 29 Apr 25 Duration Returns 1 Month 0.9% 3 Month 3.1% 6 Month -4.8% 1 Year 14.9% 3 Year 21.4% 5 Year 21.9% 10 Year 15 Year Since launch 17.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 14.6% Fund Manager information for Motilal Oswal Multicap 35 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.5 Yr. Niket Shah 1 Jul 22 2.75 Yr. Rakesh Shetty 22 Nov 22 2.36 Yr. Atul Mehra 1 Oct 24 0.5 Yr. Sunil Sawant 1 Jul 24 0.75 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Technology 22.65% Industrials 19.11% Consumer Cyclical 13.83% Financial Services 8.51% Communication Services 5.27% Consumer Defensive 3.89% Health Care 1.79% Asset Allocation
Asset Class Value Cash 29.44% Equity 70.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE10% ₹1,213 Cr 1,496,025
↓ -3,975 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT9% ₹1,098 Cr 1,992,100
↑ 517,100 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB8% ₹1,027 Cr 1,994,075
↑ 200,325 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL7% ₹818 Cr 17,505,611
↑ 5,611 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 5002516% ₹746 Cr 1,400,500
↓ -99,500 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | 5000936% ₹744 Cr 11,657,295
↑ 1,157,295 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN6% ₹684 Cr 4,500,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901575% ₹647 Cr 5,000,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Mar 25 | VBL4% ₹477 Cr 8,832,625
↑ 8,832,625 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 21 | LT3% ₹349 Cr 1,000,000 3. Motilal Oswal Ultra Short Term Fund
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% . Motilal Oswal Ultra Short Term Fund
Growth Launch Date 6 Sep 13 NAV (29 Apr 25) ₹16.3285 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹517 on 31 Mar 25 Category Debt - Ultrashort Bond AMC Motilal Oswal Asset Management Co. Ltd Rating ☆ Risk Moderately Low Expense Ratio 0.35 Sharpe Ratio -8.67 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.39% Effective Maturity 4 Months 6 Days Modified Duration 3 Months 29 Days Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹10,345 31 Mar 22 ₹10,608 31 Mar 23 ₹11,055 31 Mar 24 ₹11,720 31 Mar 25 ₹12,410 Returns for Motilal Oswal Ultra Short Term Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 29 Apr 25 Duration Returns 1 Month 0.6% 3 Month 1.5% 6 Month 2.9% 1 Year 6% 3 Year 5.5% 5 Year 4.4% 10 Year 15 Year Since launch 4.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 6.6% Fund Manager information for Motilal Oswal Ultra Short Term Fund
Name Since Tenure Rakesh Shetty 22 Nov 22 2.36 Yr. Data below for Motilal Oswal Ultra Short Term Fund as on 31 Mar 25
Asset Allocation
Asset Class Value Cash 47.64% Debt 52.11% Other 0.25% Debt Sector Allocation
Sector Value Government 61.53% Cash Equivalent 32.79% Corporate 5.43% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 364 DTB 26122025
Sovereign Bonds | -14% ₹72 Cr 7,500,000 364 Days Tbill (Md 08/05/2025)
Sovereign Bonds | -11% ₹60 Cr 6,000,000 India (Republic of)
- | -9% ₹50 Cr 5,000,000 182 Days Tbill (Md 01/05/2025)
Sovereign Bonds | -9% ₹50 Cr 5,000,000 364 DTB 09102025
Sovereign Bonds | -8% ₹44 Cr 4,500,000 India (Republic of)
- | -6% ₹29 Cr 3,000,000 364 DTB 04092025
Sovereign Bonds | -6% ₹29 Cr 3,000,000 364 DTB 12022026
Sovereign Bonds | -5% ₹29 Cr 3,000,000 364 DTB 18042025
Sovereign Bonds | -5% ₹25 Cr 2,500,000 182 DTB 31072025
Sovereign Bonds | -5% ₹25 Cr 2,500,000 4. Motilal Oswal Focused 25 Fund
CAGR/Annualized
return of 12.1% since its launch. Ranked 28 in Focused
category. Return for 2024 was 13.6% , 2023 was 18.8% and 2022 was 2% . Motilal Oswal Focused 25 Fund
Growth Launch Date 7 May 13 NAV (29 Apr 25) ₹39.1781 ↑ 0.04 (0.11 %) Net Assets (Cr) ₹1,401 on 31 Mar 25 Category Equity - Focused AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.94 Sharpe Ratio -0.45 Information Ratio -0.86 Alpha Ratio -11.78 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 20 ₹10,000 31 Mar 21 ₹15,991 31 Mar 22 ₹16,892 31 Mar 23 ₹17,000 31 Mar 24 ₹22,176 31 Mar 25 ₹20,722 Returns for Motilal Oswal Focused 25 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 29 Apr 25 Duration Returns 1 Month 2.1% 3 Month -2.6% 6 Month -16.9% 1 Year -8.1% 3 Year 8.4% 5 Year 13.6% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 5.9% Fund Manager information for Motilal Oswal Focused 25 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.5 Yr. Rakesh Shetty 22 Nov 22 2.36 Yr. Atul Mehra 1 Oct 24 0.5 Yr. Sunil Sawant 1 Jul 24 0.75 Yr. Data below for Motilal Oswal Focused 25 Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 25.51% Industrials 21.26% Technology 15.93% Consumer Cyclical 15.27% Health Care 5.09% Consumer Defensive 4.58% Basic Materials 2.42% Asset Allocation
Asset Class Value Cash 9.94% Equity 90.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity Religare Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | RELIGARE10% ₹133 Cr 5,678,060 Piramal Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5003029% ₹128 Cr 1,300,249 ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | ZFCVINDIA7% ₹105 Cr 80,638 One97 Communications Ltd (Technology)
Equity, Since 30 Apr 23 | 5433965% ₹77 Cr 982,077 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | RADICO5% ₹64 Cr 264,025
↑ 29,216 Waaree Energies Ltd (Technology)
Equity, Since 31 Dec 24 | 5442773% ₹45 Cr 188,702 Zen Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | ZENTEC3% ₹44 Cr 300,000 PTC Industries Ltd (Industrials)
Equity, Since 31 Jan 25 | 5390063% ₹43 Cr 28,778 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | MOTHERSON3% ₹43 Cr 3,255,427 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Mar 25 | BDL3% ₹42 Cr 323,920
↑ 323,920 5. Motilal Oswal Midcap 30 Fund
CAGR/Annualized
return of 22.3% since its launch. Ranked 27 in Mid Cap
category. Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% . Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (29 Apr 25) ₹94.8983 ↑ 0.93 (0.99 %) Net Assets (Cr) ₹26,028 on 31 Mar 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.66 Sharpe Ratio 0.47 Information Ratio 0.63 Alpha Ratio 8.9 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 20 ₹10,000 31 Mar 21 ₹16,888 31 Mar 22 ₹23,342 31 Mar 23 ₹25,677 31 Mar 24 ₹41,172 31 Mar 25 ₹48,151 Returns for Motilal Oswal Midcap 30 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 29 Apr 25 Duration Returns 1 Month 2.5% 3 Month -1% 6 Month -9.2% 1 Year 14.5% 3 Year 26.9% 5 Year 36.4% 10 Year 15 Year Since launch 22.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 16.5% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.5 Yr. Niket Shah 1 Jul 20 4.75 Yr. Rakesh Shetty 22 Nov 22 2.36 Yr. Sunil Sawant 1 Jul 24 0.75 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Technology 29.51% Consumer Cyclical 16.27% Industrials 13.67% Health Care 5.06% Communication Services 3.66% Real Estate 2.93% Basic Materials 2.25% Utility 1.13% Financial Services 0.09% Asset Allocation
Asset Class Value Cash 32.88% Equity 67.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE10% ₹2,635 Cr 3,250,000
↑ 60,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT10% ₹2,481 Cr 4,499,800
↑ 250,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL7% ₹1,869 Cr 39,994,625
↑ 4,967,550 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB4% ₹1,145 Cr 2,225,000
↑ 475,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5002514% ₹1,137 Cr 2,135,744
↑ 335,744 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH4% ₹1,094 Cr 9,969,361 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433964% ₹971 Cr 12,388,500
↓ -677,859 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON4% ₹969 Cr 735,200
↓ -399,124 Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA4% ₹951 Cr 6,500,000
↑ 250,000 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI3% ₹723 Cr 2,500,000
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.
Know Your Monthly SIP Amount
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Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
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