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Motilal Oswal Mutual Fund

Updated on November 30, 2022 , 4981 views

Motilal Oswal Mutual Fund is present in the Indian Mutual Fund industry for almost a decade. The fund house that manages the schemes of Motilal Oswal is Motilal Oswal Asset Management Company Limited. The board of directors of the Asset Management Company are eminent personalities having varied experience. The trustee company that supervises the functioning of the fund house is Motilal Oswal Trustee Company Limited.

Motilal-Mf

Motilal Oswal offers a variety of schemes under different categories such as Equity Funds, Debt fund, and so on, to cater the diverse requirements of the individuals. The fund house is a part of the well-renowned Motilal Oswal Group which is into financial services.

AMC Motilal Oswal Mutual Fund
Date of Setup December 29, 2009
AUM INR 19263.60 crore (Jun-30-2018)
Managing Director & CEO Mr. Aashish Somaiyaa
Compliance Officer Ms. Aparna Karmase
Headquarters Mumbai
Customer Care 1800-200-6626
Fax 022 30896884
Telephone 022 39804263
Website www.motilaloswalmf.com
Email mfservice[AT]motilaloswal.com

About Motilal Oswal Mutual Fund

As mentioned earlier, Motilal Oswal Mutual Fund is a part of the well-known Motilal Oswal Group which is a diversified financial services company. This group offers its expertise in the areas such as private Wealth Management, retail broking and distribution, private equity, commodity broking, and much more. It is headquartered in Mumbai and its network is spread across 600 cities.

The Mutual Fund company’s investment philosophy with respect to equity investments is Buy Right: Sit Tight. To explain in simple terms, the company believes in purchasing the shares of quality companies at reasonable prices and stays invested for a longer time to enjoy the full potential of the investments. Motilal Oswal has been adhering to this philosophy since 1987 which was started by their sponsor Motilal Oswal Securities Limited. To purchase the right shares, the company adopts Q-G-L-P approach where:

  • Q means quality of business and management;
  • G means growth in Earnings and sustained RoE;
  • L means growth potential of the business; and
  • P means purchasing the shares at a fairly realistic price.

To hold the investment longer, the company focuses on Buy and Hold approach along with a consistent Focus on their investments.

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Top Performing Mutual Funds by Motilal MF

Motilal Oswal Mutual Fund offers a variety of schemes under various categories. Some of these categories along with the best funds in each of them is given below.

Best Equity Funds by Motilal Oswal Mutual Fund

These schemes invest their corpus in equity shares of various companies. Some of the parameters on which equity funds are classified include market capitalization, sector, and themes. Some of the types of equity funds include Large Cap Mutual Fund, mid-cap Mutual Fund, Sectoral Funds, and much more. Equity funds can be considered a good option for long-term investments. Some of the top and Best equity funds offered by Motilal Oswal are as follows.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Motilal Oswal Multicap 35 Fund Growth ₹34.8731
↓ -0.04
₹9,5323.412.11.39.4615.3
Motilal Oswal Midcap 30 Fund  Growth ₹52.9557
↑ 0.57
₹3,580719.518.52614.855.8
Motilal Oswal Focused 25 Fund  Growth ₹34.5548
↓ -0.13
₹1,8042.912.34.213.410.814.6
Motilal Oswal Long Term Equity Fund Growth ₹28.0541
↓ -0.06
₹2,2746.415.54.814.910.232.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Dec 22

Best Debt Funds by Motilal Oswal Mutual Fund

Debt Funds invest their corpus in a number of fixed income instruments. These schemes are classified on the Basis of maturity profiles of the underlying asset. People having a low-risk appetite and plan to invest for short and medium-term tenure can choose to invest in debt funds. Some of the categories of debt funds include Liquid Funds, ultra short-term funds, short-term funds, Gilt Funds, and dynamic bond funds. Motilal Oswal’s some of the top and best performing debt funds are given as follows along with the previous performance. Under debt funds, Motilal Oswal offers one scheme namely, Motilal Oswal Ultra Short Term fund. This scheme was launched in the year 2013. The performance of this scheme is tabulated below as follows.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Motilal Oswal Ultra Short Term Fund  Growth ₹14.2231
↑ 0.00
₹871.22.23.43.42.46.14%3M 30D4M 14D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Dec 22

Best Hybrid Funds by Motilal Oswal Mutual Fund

Hybrid Funds enjoy the benefits of both equity as well as debt instruments. These schemes invest their corpus money in equity as well as debt instruments in a dpredetermined proportion. Hybrid schemes are also known as balanced funds. Since the hybrid schemes invest in equity instruments, their returns are not constant. Some of the top and best hybrid schemes of Motilal Oswal are listed below. Under hybrid fund category the fund house offers Motilal Oswal Dynamic Fund. This scheme of Motilal Oswal invests a major portion of its accumulated fund money in equity and equity-related instruments which include equity derivatives. Along with equity instruments, the scheme may also invest its fund money in fixed income instruments. The scheme was launched on September 27, 2016, and uses CRISIL Balanced Fund index to build its portfolio. The performance of this scheme is given below as follows.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Motilal Oswal Dynamic Fund Growth ₹15.6405
↑ 0.07
₹795-0.27.60.96.15.97.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Dec 22

1. Motilal Oswal Long Term Equity Fund

(Erstwhile Motilal Oswal MOSt Focused Long Term Fund)

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Long Term Equity Fund is a Equity - ELSS fund was launched on 21 Jan 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14% since its launch.  Return for 2021 was 32.1% , 2020 was 8.8% and 2019 was 13.2% .

Below is the key information for Motilal Oswal Long Term Equity Fund

Motilal Oswal Long Term Equity Fund
Growth
Launch Date 21 Jan 15
NAV (02 Dec 22) ₹28.0541 ↓ -0.06   (-0.21 %)
Net Assets (Cr) ₹2,274 on 31 Oct 22
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.68
Sharpe Ratio -0.16
Information Ratio -0.66
Alpha Ratio -2.86
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 17₹10,000
30 Nov 18₹9,546
30 Nov 19₹10,693
30 Nov 20₹10,911
30 Nov 21₹15,293
30 Nov 22₹16,131

Motilal Oswal Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Motilal Oswal Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Dec 22

DurationReturns
1 Month 2.8%
3 Month 6.4%
6 Month 15.5%
1 Year 4.8%
3 Year 14.9%
5 Year 10.2%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2021 32.1%
2020 8.8%
2019 13.2%
2018 -8.7%
2017 44%
2016 12.5%
2015
2014
2013
2012
Fund Manager information for Motilal Oswal Long Term Equity Fund
NameSinceTenure
Aditya Khemani6 Sep 193.15 Yr.
Abhiroop Mukherjee21 Jan 157.78 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Financial Services37.56%
Health Care15.88%
Consumer Cyclical12.54%
Basic Materials10.99%
Industrials8.21%
Utility4.26%
Technology4.1%
Consumer Defensive3.53%
Communication Services1.63%
Asset Allocation
Asset ClassValue
Cash1.29%
Equity98.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | ICICIBANK
9%₹193 Cr2,238,000
↓ -330,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
9%₹190 Cr2,592,653
State Bank of India (Financial Services)
Equity, Since 31 May 21 | SBIN
6%₹127 Cr2,395,000
↓ -150,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Aug 20 | ULTRACEMCO
5%₹110 Cr176,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | JUBLFOOD
5%₹101 Cr1,621,040
Gujarat Gas Ltd (Utilities)
Equity, Since 30 Sep 20 | GUJGASLTD
4%₹93 Cr1,846,896
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Aug 21 | 532843
4%₹92 Cr3,467,730
↑ 850,000
Infosys Ltd (Technology)
Equity, Since 31 Aug 20 | INFY
4%₹89 Cr633,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Oct 19 | CHOLAFIN
4%₹82 Cr1,115,797
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 18 | LT
3%₹76 Cr410,225
↓ -128,000

2. Motilal Oswal Multicap 35 Fund

(Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.6% since its launch.  Ranked 5 in Multi Cap category.  Return for 2021 was 15.3% , 2020 was 10.3% and 2019 was 7.9% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (02 Dec 22) ₹34.8731 ↓ -0.04   (-0.11 %)
Net Assets (Cr) ₹9,532 on 31 Oct 22
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.39
Sharpe Ratio -0.3
Information Ratio -1.69
Alpha Ratio -4.4
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 17₹10,000
30 Nov 18₹9,566
30 Nov 19₹10,211
30 Nov 20₹10,769
30 Nov 21₹12,823
30 Nov 22₹13,268

Motilal Oswal Multicap 35 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for Motilal Oswal Multicap 35 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Dec 22

DurationReturns
1 Month -0.2%
3 Month 3.4%
6 Month 12.1%
1 Year 1.3%
3 Year 9.4%
5 Year 6%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
2021 15.3%
2020 10.3%
2019 7.9%
2018 -7.8%
2017 43.1%
2016 8.5%
2015 14.6%
2014
2013
2012
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure
Abhiroop Mukherjee28 Apr 148.52 Yr.
Siddharth Bothra19 May 211.45 Yr.
Niket Shah1 Jul 220.34 Yr.
Ankush Sood25 Aug 211.19 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Financial Services42.57%
Consumer Cyclical27.73%
Industrials8.39%
Basic Materials5.5%
Health Care5.22%
Utility2.96%
Technology2.26%
Asset Allocation
Asset ClassValue
Cash5.38%
Equity94.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
7%₹690 Cr8,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
7%₹682 Cr4,800,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
7%₹660 Cr899,346
↑ 548,652
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 May 22 | TIINDIA
7%₹631 Cr2,299,936
↑ 49,936
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 15 | MARUTI
7%₹618 Cr700,000
Ambuja Cements Ltd (Basic Materials)
Equity, Since 31 Aug 22 | 500425
6%₹516 Cr10,000,000
↑ 6,501,001
State Bank of India (Financial Services)
Equity, Since 30 Jun 21 | SBIN
5%₹451 Cr8,500,000
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Jul 22 | 532978
4%₹420 Cr2,500,000
↑ 2,000,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | 540611
4%₹384 Cr6,200,000
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | EICHERMOT
4%₹367 Cr1,000,000

3. Motilal Oswal Ultra Short Term Fund 

(Erstwhile Motilal Oswal MOSt Ultra Short Term Bond Fund)

The investment objective of the Scheme is to generate optimal returns consistent with moderate levels of risk and liquidity by investing in debt securities and money market securities. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Ultra Short Term Fund  is a Debt - Ultrashort Bond fund was launched on 6 Sep 13. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 3.9% since its launch.  Ranked 85 in Ultrashort Bond category.  Return for 2021 was 2.4% , 2020 was 4.3% and 2019 was 6.2% .

Below is the key information for Motilal Oswal Ultra Short Term Fund 

Motilal Oswal Ultra Short Term Fund 
Growth
Launch Date 6 Sep 13
NAV (02 Dec 22) ₹14.2231 ↑ 0.00   (0.02 %)
Net Assets (Cr) ₹87 on 31 Oct 22
Category Debt - Ultrashort Bond
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately Low
Expense Ratio 0.82
Sharpe Ratio -4.64
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 6.14%
Effective Maturity 4 Months 14 Days
Modified Duration 3 Months 30 Days

Growth of 10,000 investment over the years.

DateValue
30 Nov 17₹10,000
30 Nov 18₹9,953
30 Nov 19₹9,754
30 Nov 20₹10,192
30 Nov 21₹10,443
30 Nov 22₹10,793

Motilal Oswal Ultra Short Term Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹185,607.
Net Profit of ₹5,607
Invest Now

Returns for Motilal Oswal Ultra Short Term Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Dec 22

DurationReturns
1 Month 0.5%
3 Month 1.2%
6 Month 2.2%
1 Year 3.4%
3 Year 3.4%
5 Year 1.5%
10 Year
15 Year
Since launch 3.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
2012
Fund Manager information for Motilal Oswal Ultra Short Term Fund 
NameSinceTenure
Abhiroop Mukherjee6 Sep 139.16 Yr.

Data below for Motilal Oswal Ultra Short Term Fund  as on 31 Oct 22

Asset Allocation
Asset ClassValue
Cash44.97%
Debt55.03%
Debt Sector Allocation
SectorValue
Government55.03%
Cash Equivalent44.97%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
182 DTB 02032023
Sovereign Bonds | -
28%₹24 Cr2,500,000
364 DTB 17082023
Sovereign Bonds | -
27%₹24 Cr2,500,000
182 DTB 05012023
Sovereign Bonds | -
23%₹20 Cr2,000,000
Cblo
CBLO/Reverse Repo | -
22%₹19 Cr
Net Receivables / (Payables)
CBLO | -
0%₹0 Cr

4. Motilal Oswal Focused 25 Fund 

(Erstwhile Motilal Oswal MOSt Focused 25 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Focused 25 Fund  is a Equity - Focused fund was launched on 7 May 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.8% since its launch.  Ranked 28 in Focused category.  Return for 2021 was 14.6% , 2020 was 17.3% and 2019 was 17.1% .

Below is the key information for Motilal Oswal Focused 25 Fund 

Motilal Oswal Focused 25 Fund 
Growth
Launch Date 7 May 13
NAV (02 Dec 22) ₹34.5548 ↓ -0.13   (-0.36 %)
Net Assets (Cr) ₹1,804 on 31 Oct 22
Category Equity - Focused
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.66
Sharpe Ratio -0.2
Information Ratio -0.96
Alpha Ratio -3.24
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 17₹10,000
30 Nov 18₹9,974
30 Nov 19₹11,399
30 Nov 20₹12,859
30 Nov 21₹15,581
30 Nov 22₹16,576

Motilal Oswal Focused 25 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Motilal Oswal Focused 25 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Dec 22

DurationReturns
1 Month 1.4%
3 Month 2.9%
6 Month 12.3%
1 Year 4.2%
3 Year 13.4%
5 Year 10.8%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
2012
Fund Manager information for Motilal Oswal Focused 25 Fund 
NameSinceTenure
Abhiroop Mukherjee7 May 139.49 Yr.
Siddharth Bothra23 Nov 165.94 Yr.

Data below for Motilal Oswal Focused 25 Fund  as on 31 Oct 22

Equity Sector Allocation
SectorValue
Financial Services34.22%
Consumer Cyclical17.6%
Industrials15.97%
Technology8.8%
Energy7.54%
Consumer Defensive7.31%
Health Care4.63%
Basic Materials3%
Asset Allocation
Asset ClassValue
Cash0.93%
Equity99.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 13 | HDFCBANK
9%₹158 Cr1,110,043
ABB India Ltd (Industrials)
Equity, Since 30 Apr 17 | ABB
8%₹137 Cr442,414
↓ -12,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | ICICIBANK
8%₹133 Cr1,546,975
↓ -87,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Oct 20 | 540376
5%₹90 Cr206,267
↑ 24,500
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 22 | RELIANCE
5%₹88 Cr371,700
↓ -45,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 22 | KOTAKBANK
5%₹88 Cr482,900
↑ 66,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 20 | INFY
5%₹81 Cr574,100
Abbott India Ltd (Healthcare)
Equity, Since 30 Apr 18 | ABBOTINDIA
5%₹81 Cr42,118
↑ 8,200
Vedant Fashions Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 543463
5%₹80 Cr566,438
HDFC Life Insurance Company Limited (Financial Services)
Equity, Since 30 Nov 17 | HDFCLIFE
4%₹77 Cr1,451,476

5. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Midcap 30 Fund  is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.9% since its launch.  Ranked 27 in Mid Cap category.  Return for 2021 was 55.8% , 2020 was 9.3% and 2019 was 9.7% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (02 Dec 22) ₹52.9557 ↑ 0.57   (1.08 %)
Net Assets (Cr) ₹3,580 on 31 Oct 22
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.46
Sharpe Ratio 0.97
Information Ratio 0.05
Alpha Ratio 14.31
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 17₹10,000
30 Nov 18₹8,802
30 Nov 19₹9,907
30 Nov 20₹10,489
30 Nov 21₹16,358
30 Nov 22₹19,476

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Dec 22

DurationReturns
1 Month -0.3%
3 Month 7%
6 Month 19.5%
1 Year 18.5%
3 Year 26%
5 Year 14.8%
10 Year
15 Year
Since launch 20.9%
Historical performance (Yearly) on absolute basis
YearReturns
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
2014
2013
2012
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Abhiroop Mukherjee24 Feb 148.69 Yr.
Niket Shah1 Jul 202.34 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Oct 22

Equity Sector Allocation
SectorValue
Consumer Cyclical26.33%
Financial Services16.39%
Basic Materials15.69%
Industrials12.71%
Real Estate10.76%
Utility8.86%
Health Care3.27%
Asset Allocation
Asset ClassValue
Cash5.98%
Equity94.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jul 20 | TIINDIA
14%₹467 Cr1,700,000
↓ -15,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 30 Apr 20 | 503100
10%₹343 Cr2,450,000
↑ 300,000
Gujarat Gas Ltd (Utilities)
Equity, Since 30 Sep 21 | GUJGASLTD
9%₹302 Cr6,000,000
↑ 500,000
Campus Activewear Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | 543523
8%₹287 Cr5,025,000
↓ -75,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | 500093
7%₹242 Cr10,275,000
↓ -225,000
Ambuja Cements Ltd (Basic Materials)
Equity, Since 31 Aug 22 | 500425
7%₹232 Cr4,500,000
↑ 3,500,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
5%₹158 Cr215,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | 540611
4%₹145 Cr2,335,000
Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS
4%₹136 Cr1,500,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 18 | CHOLAFIN
4%₹128 Cr1,750,000

Motilal Oswal Mutual Fund Name Changes

After SEBI's (Securities and Exchange Board of India) circulation on re-categorisation and rationalisation of open-ended Mutual Funds, many Mutual Fund Houses are incorporating changes in their scheme names and categories. SEBI introduced new and broad categories in Mutual Funds in order to bring uniformity in similar schemes launched by the different Mutual Funds. This is to aim and ensure that investors can find it easier to compare the products and evaluate the different options available before Investing in a scheme.

Here is a list of Motilal Oswal schemes that got new names:

Existing Scheme Name New Scheme Name
Motilal Oswal MOSt Focused Dynamic Equity Fund Motilal Oswal Dynamic Fund
Motilal Oswal MOSt Focused Midcap 30 Fund Motilal Oswal Midcap 30 Fund
Motilal Oswal MOSt Focused Multicap 35 Fund Motilal Oswal Multicap 35 Fund
Motilal Oswal MOSt Focused 25 Fund Motilal Oswal Focused 25 Fund
Motilal Oswal MOSt Focused Long Term Fund Motilal Oswal Long Term Equity Fund
Motilal Oswal MOSt Ultra Short Term Bond Fund Motilal Oswal Ultra Short Term Fund

*Note-The list will be updated as and when we get an insight about the changes in the scheme names.

Motilal Oswal SIP Mutual Fund

SIP or Systematic Investment plan is a mode of investment in Mutual Fund in which people invest in small amounts at regular intervals. SIP is one of the beauties of Mutual Fund as it helps people to attain their objectives easily. Motilal Oswal offers SIP mode of investment in most of its Mutual Fund schemes. People use SIP as an investment mode to attain various objectives such as purchasing a house, purchasing a vehicle, and planning for higher education.

Motilal Oswal Mutual Fund Calculator

mutual fund calculator is also known as sip calculator. People in order to attain their objectives, can use Mutual Fund calculator to determine their SIP amount. Some of the details that people need to enter include their income, savings amount, and expected returns on the investment. This calculator also shows the growth of SIP for the given time period. Once people get their amount, they can decide on the scheme type that can be chosen for investment.

Know Your Monthly SIP Amount

   
My Goal Amount:
Goal Tenure:
Years
Expected Annual Returns:
%
Total investment required is ₹3/month for 20 Years
  or   ₹257 one time (Lumpsum)
to achieve ₹5,000
Invest Now

How to Invest in Motilal Oswal Mutual Fund?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Motilal Oswal Mutual Fund Statement

You can generate Motilal Oswal Mutual Fund account statement from its website. All you need to do is enter either your Folio number/email-id or PAN number.

Motilal Oswal Online Mutual Fund

Like many fund houses, people can transact in the schemes of Motilal Oswal Mutual Fund through online. Online mode of investment in Mutual Funds is considered to be easy as people can invest in as per their convenience from anywhere and at any time. In online mode, people can visit either through the company’s website or any Mutual Fund distributor’s website. Investing through distributor’s website is considered to be easy as people can find a number of schemes which are well-analysed under one roof. In addition, they need not pay any fees to the distributor while transacting through them.

Motilal Oswal Mutual Fund NAV

Net Asset Value or NAV of a Mutual Fund scheme shows its performance for a given time period. It shows how the scheme has done in a given timeframe. The NAV of various schemes of Motilal Oswal can be found on the fund house’s website and AMFI’s website. Both these websites show both the present as well as the historical NAVs.

Why Opt for Motilal Oswal Mutual Fund?

Buy Right Sit Tight

Motilal Oswal Mutual Fund follows this mantra. It buys quality company stocks for a reasonable price and invests it for the long It ensures an optimum development of the stocks with such long-term investment.

Portfolio Management

The company is keen on avoiding loss of money because of excessive churning. Hence, it provides its investors with low churning portfolios. Also, it offers very concentrated portfolios to make sure that the high-quality stocks reach their potential.

No exit load

Motilal Oswal Mutual Fund provides with open-ended equity fund schemes which cut off the exit load for the welfare of long-term investor.

Corporate Address

Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai 400025

Sponsors

Motilal Oswal Securities Limited

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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