+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 (%) 2025 (%) Motilal Oswal Multicap 35 Fund Growth ₹63.7836
↑ 0.15 ₹13,446 1 12.4 3 16.7 12.4 -5.6 Motilal Oswal Focused 25 Fund Growth ₹54.0693
↓ -0.13 ₹1,845 3.8 18.1 24.4 13.9 9.6 -1.7 Motilal Oswal Midcap 30 Fund Growth ₹102.841
↓ 0.00 ₹40,208 0.6 10.4 0.1 17.1 18.1 -12.1 Motilal Oswal Long Term Equity Fund Growth ₹54.7788
↓ -0.18 ₹4,890 -2.4 1.3 6.2 18.3 14.8 -9.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Nov 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 (₹13,446 Cr). Bottom quartile AUM (₹1,845 Cr). Highest AUM (₹40,208 Cr). Lower mid AUM (₹4,890 Cr). Point 2 Established history (12+ yrs). Oldest track record among peers (13 yrs). Established history (12+ 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: 12.45% (lower mid). 5Y return: 9.62% (bottom quartile). 5Y return: 18.10% (top quartile). 5Y return: 14.82% (upper mid). Point 6 3Y return: 16.71% (lower mid). 3Y return: 13.90% (bottom quartile). 3Y return: 17.14% (upper mid). 3Y return: 18.35% (top quartile). Point 7 1Y return: 3.05% (lower mid). 1Y return: 24.39% (top quartile). 1Y return: 0.05% (bottom quartile). 1Y return: 6.16% (upper mid). Point 8 Alpha: 4.27 (lower mid). Alpha: 25.82 (top quartile). Alpha: -3.81 (bottom quartile). Alpha: 10.14 (upper mid). Point 9 Sharpe: -0.06 (lower mid). Sharpe: 1.06 (top quartile). Sharpe: -0.12 (bottom quartile). Sharpe: 0.21 (upper mid). Point 10 Information ratio: 0.75 (upper mid). Information ratio: 0.36 (lower mid). Information ratio: 0.24 (bottom quartile). Information ratio: 0.76 (top quartile). 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 (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Motilal Oswal Ultra Short Term Fund Growth ₹17.6391
↑ 0.00 ₹534 1.2 2.6 5.2 5.6 5.5 6.39% 4M 2D 4M 10D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Nov 26 Research Highlights & Commentary of 1 Funds showcased
Commentary Motilal Oswal Ultra Short Term Fund Point 1 Highest AUM (₹534 Cr). Point 2 Oldest track record among peers (13 yrs). Point 3 Top rated. Point 4 Risk profile: Moderately Low. Point 5 1Y return: 5.19% (top quartile). Point 6 1M return: 0.31% (top quartile). Point 7 Sharpe: -0.50 (top quartile). Point 8 Information ratio: 0.00 (top quartile). Point 9 Yield to maturity (debt): 6.39% (top quartile). Point 10 Modified duration: 0.34 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 (%) 2025 (%) Motilal Oswal Dynamic Fund Growth ₹20.0641
↓ -0.01 ₹712 3.2 10.6 -0.7 2.8 4.9 -7.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Nov 26 Research Highlights & Commentary of 1 Funds showcased
Commentary Motilal Oswal Dynamic Fund Point 1 Highest AUM (₹712 Cr). Point 2 Oldest track record among peers (10 yrs). Point 3 Not Rated. Point 4 Risk profile: Moderately High. Point 5 5Y return: 4.90% (top quartile). Point 6 3Y return: 2.79% (top quartile). Point 7 1Y return: -0.72% (top quartile). Point 8 1M return: 3.33% (top quartile). Point 9 Alpha: 0.00 (top quartile). Point 10 Sharpe: -0.23 (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 (06 Nov 26) ₹54.7788 ↓ -0.18 (-0.34 %) Net Assets (Cr) ₹4,890 on 30 Sep 26 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 1.65 Sharpe Ratio 0.21 Information Ratio 0.76 Alpha Ratio 10.14 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 21 ₹10,000 31 Oct 22 ₹10,051 31 Oct 23 ₹11,811 31 Oct 24 ₹19,418 31 Oct 25 ₹19,462 31 Oct 26 ₹19,509 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 26 Duration Returns 1 Month -1.4% 3 Month -2.4% 6 Month 1.3% 1 Year 6.2% 3 Year 18.3% 5 Year 14.8% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 -9.1% 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% Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Varun Sharma 3 Jul 26 0.25 Yr. Ajay Khandelwal 11 Dec 23 2.81 Yr. Ankit Agarwal 16 Mar 26 0.55 Yr. Rakesh Shetty 22 Nov 22 3.86 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Industrials 27.32% Financial Services 20.92% Technology 17.82% Consumer Cyclical 15.47% Basic Materials 11.72% Health Care 3.39% Asset Allocation
Asset Class Value Cash 3.36% Equity 96.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX6% ₹281 Cr 850,000 PTC Industries Ltd (Industrials)
Equity, Since 30 Sep 24 | 5390065% ₹256 Cr 115,181 One97 Communications Ltd (Technology)
Equity, Since 30 Jun 25 | PAYTM5% ₹235 Cr 1,400,000 Sterlite Technologies Ltd (Technology)
Equity, Since 31 May 26 | STLTECH5% ₹222 Cr 2,439,591 MTAR Technologies Ltd (Industrials)
Equity, Since 31 Aug 26 | MTARTECH4% ₹211 Cr 271,151
↑ 71,883 Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM4% ₹206 Cr 468,050 Shaily Engineering Plastics Ltd (Basic Materials)
Equity, Since 30 Apr 26 | 5014234% ₹205 Cr 668,063 Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | APARINDS4% ₹191 Cr 110,000
↓ -20,000 Zen Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | ZENTEC4% ₹191 Cr 1,190,000 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 May 26 | SJS4% ₹190 Cr 840,000 2. Motilal Oswal Multicap 35 Fund
Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (06 Nov 26) ₹63.7836 ↑ 0.15 (0.23 %) Net Assets (Cr) ₹13,446 on 30 Sep 26 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.06 Information Ratio 0.75 Alpha Ratio 4.27 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 31 Oct 21 ₹10,000 31 Oct 22 ₹9,926 31 Oct 23 ₹11,106 31 Oct 24 ₹16,997 31 Oct 25 ₹17,899 31 Oct 26 ₹17,237 Returns for Motilal Oswal Multicap 35 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 26 Duration Returns 1 Month 1.8% 3 Month 1% 6 Month 12.4% 1 Year 3% 3 Year 16.7% 5 Year 12.4% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 -5.6% 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% Fund Manager information for Motilal Oswal Multicap 35 Fund
Name Since Tenure Varun Sharma 21 Jan 26 0.69 Yr. Swapnil Mayekar 18 Nov 25 0.87 Yr. Ajay Khandelwal 1 Oct 24 2 Yr. Ankit Agarwal 21 Jan 26 0.69 Yr. Rakesh Shetty 22 Nov 22 3.86 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Consumer Cyclical 25.39% Industrials 24.61% Financial Services 21.63% Technology 18.06% Health Care 4.4% Basic Materials 2.65% Asset Allocation
Asset Class Value Cash 3.25% Equity 96.75% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL8% ₹1,106 Cr 20,000,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | ETERNAL7% ₹880 Cr 27,500,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | 5000936% ₹760 Cr 8,900,000 Sterlite Technologies Ltd (Technology)
Equity, Since 31 May 26 | STLTECH4% ₹596 Cr 6,550,764 Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE4% ₹586 Cr 3,350,000 Diamond Power Infrastructure Ltd (Industrials)
Equity, Since 31 Jul 26 | DIACABS4% ₹534 Cr 15,088,916 Aditya Infotech Ltd (Industrials)
Equity, Since 30 Apr 26 | CPPLUS4% ₹519 Cr 1,350,000 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Mar 26 | SHRIRAMFIN4% ₹513 Cr 5,220,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 26 | MCX4% ₹507 Cr 1,537,361 Ather Energy Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | ATHERENERG3% ₹430 Cr 3,017,383
↓ -882,617 3. Motilal Oswal Ultra Short Term Fund
Motilal Oswal Ultra Short Term Fund
Growth Launch Date 6 Sep 13 NAV (06 Nov 26) ₹17.6391 ↑ 0.00 (0.02 %) Net Assets (Cr) ₹534 on 30 Sep 26 Category Debt - Ultrashort Bond AMC Motilal Oswal Asset Management Co. Ltd Rating ☆ Risk Moderately Low Expense Ratio 0.93 Sharpe Ratio -0.51 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 10 Days Modified Duration 4 Months 2 Days Growth of 10,000 investment over the years.
Date Value 31 Oct 21 ₹10,000 31 Oct 22 ₹10,311 31 Oct 23 ₹10,903 31 Oct 24 ₹11,563 31 Oct 25 ₹12,207 31 Oct 26 ₹12,829 Returns for Motilal Oswal Ultra Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 26 Duration Returns 1 Month 0.3% 3 Month 1.2% 6 Month 2.6% 1 Year 5.2% 3 Year 5.6% 5 Year 5.1% 10 Year 15 Year Since launch 4.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 5.5% 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% Fund Manager information for Motilal Oswal Ultra Short Term Fund
Name Since Tenure Rakesh Shetty 22 Nov 22 3.86 Yr. Data below for Motilal Oswal Ultra Short Term Fund as on 30 Sep 26
Asset Allocation
Asset Class Value Cash 64.77% Debt 35.23% Debt Sector Allocation
Sector Value Corporate 45.07% Government 34.9% Cash Equivalent 20.03% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 04/02/2027 Maturing 364 DTB
Sovereign Bonds | -10% ₹49 Cr 5,000,000 India (Republic of)
- | -5% ₹25 Cr 2,500,000 India (Republic of)
- | -5% ₹25 Cr 2,500,000 India (Republic of)
- | -5% ₹25 Cr 2,500,000 Punjab National Bank
Debentures | -5% ₹25 Cr 2,500,000 National Bank for Agriculture and Rural Development
Domestic Bonds | -5% ₹24 Cr 2,500,000 SBI Funds Management Private Ltd
Debentures | -0% ₹2 Cr 1,358 Trp_161026
CBLO/Reverse Repo | -6% ₹27 Cr Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)
Certificate of Deposit | -5% ₹25 Cr 2,500,000 Bank Of Baroda
Certificate of Deposit | -5% ₹25 Cr 2,500,000 4. Motilal Oswal Focused 25 Fund
Motilal Oswal Focused 25 Fund
Growth Launch Date 7 May 13 NAV (06 Nov 26) ₹54.0693 ↓ -0.13 (-0.24 %) Net Assets (Cr) ₹1,845 on 30 Sep 26 Category Equity - Focused AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 1.06 Information Ratio 0.36 Alpha Ratio 25.82 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 Oct 21 ₹10,000 31 Oct 22 ₹10,026 31 Oct 23 ₹10,603 31 Oct 24 ₹13,760 31 Oct 25 ₹12,987 31 Oct 26 ₹15,362 Returns for Motilal Oswal Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 26 Duration Returns 1 Month 0.7% 3 Month 3.8% 6 Month 18.1% 1 Year 24.4% 3 Year 13.9% 5 Year 9.6% 10 Year 15 Year Since launch 13.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 -1.7% 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% Fund Manager information for Motilal Oswal Focused 25 Fund
Name Since Tenure Varun Sharma 14 Aug 25 1.13 Yr. Swapnil Mayekar 18 Nov 25 0.87 Yr. Ankit Agarwal 5 Aug 25 1.15 Yr. Rakesh Shetty 22 Nov 22 3.86 Yr. Data below for Motilal Oswal Focused 25 Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Industrials 26.53% Financial Services 22.3% Consumer Cyclical 16% Technology 15.2% Health Care 5.22% Basic Materials 3.1% Real Estate 2.75% Asset Allocation
Asset Class Value Cash 8.88% Equity 91.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jan 26 | ICICIAMC4% ₹71 Cr 226,973
↑ 3,019 Sansera Engineering Ltd (Consumer Cyclical)
Equity, Since 31 Jul 26 | SANSERA4% ₹70 Cr 154,945
↑ 9,197 State Bank of India (Financial Services)
Equity, Since 31 Aug 26 | SBIN4% ₹68 Cr 713,866
↑ 288,015 Coforge Ltd (Technology)
Equity, Since 31 Jul 26 | COFORGE4% ₹68 Cr 390,941
↑ 35,262 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 May 26 | SYRMA4% ₹68 Cr 380,031
↑ 18,068 One97 Communications Ltd (Technology)
Equity, Since 30 Apr 23 | PAYTM4% ₹65 Cr 388,552
↑ 33,028 Shadowfax Technologies Ltd (Industrials)
Equity, Since 30 Jun 26 | SHADOWFAX4% ₹65 Cr 2,324,205
↑ 161,769 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 26 | ETERNAL4% ₹65 Cr 2,034,833
↑ 85,325 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 May 26 | PNBHOUSING3% ₹64 Cr 568,670 Aditya Infotech Ltd (Industrials)
Equity, Since 28 Feb 26 | CPPLUS3% ₹64 Cr 165,246
↓ -21,000 5. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (06 Nov 26) ₹102.841 ↓ 0.00 (0.00 %) Net Assets (Cr) ₹40,208 on 30 Sep 26 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.12 Information Ratio 0.24 Alpha Ratio -3.81 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 Oct 21 ₹10,000 31 Oct 22 ₹12,115 31 Oct 23 ₹14,343 31 Oct 24 ₹23,825 31 Oct 25 ₹24,071 31 Oct 26 ₹22,285 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 26 Duration Returns 1 Month 2.5% 3 Month 0.6% 6 Month 10.4% 1 Year 0.1% 3 Year 17.1% 5 Year 18.1% 10 Year 15 Year Since launch 20.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 -12.1% 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% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Varun Sharma 21 Jan 26 0.69 Yr. Swapnil Mayekar 18 Nov 25 0.87 Yr. Ajay Khandelwal 1 Oct 24 2 Yr. Ankit Agarwal 21 Jan 26 0.69 Yr. Rakesh Shetty 22 Nov 22 3.86 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Technology 29.58% Financial Services 25.87% Consumer Cyclical 16.95% Industrials 12.25% Health Care 4.27% Communication Services 2.23% Real Estate 2.2% Energy 0.87% Consumer Defensive 0.59% Asset Allocation
Asset Class Value Cash 5.19% Equity 94.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | PAYTM9% ₹3,475 Cr 20,708,902
↓ -1,921,574 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL8% ₹3,208 Cr 58,000,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | ETERNAL7% ₹2,700 Cr 84,386,866 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE5% ₹2,184 Cr 12,488,926 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL5% ₹1,865 Cr 49,000,000
↓ -2,000,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT4% ₹1,782 Cr 3,375,000 Sterlite Technologies Ltd (Technology)
Equity, Since 30 Jun 26 | STLTECH4% ₹1,768 Cr 19,426,538 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI4% ₹1,715 Cr 3,850,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jan 26 | MCX4% ₹1,505 Cr 4,558,659
↑ 240,367 Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 31 Jan 26 | GROWW4% ₹1,409 Cr 76,595,094
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
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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