+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 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 |
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.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Multicap 35 Fund Growth ₹60.8469
↑ 0.47 ₹14,312 0.7 -4.6 -6.8 21.9 15.1 -5.6 Motilal Oswal Focused 25 Fund Growth ₹44.2724
↑ 0.21 ₹1,521 4.1 2 -2.5 9.9 9.1 -1.7 Motilal Oswal Midcap 30 Fund Growth ₹99.6925
↑ 0.62 ₹38,003 -0.3 -5.2 -12.6 25.3 27.5 -12.1 Motilal Oswal Long Term Equity Fund Growth ₹50.849
↑ 0.40 ₹4,444 -1.6 -4.2 -9.8 22.8 19.9 -9.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jan 26 Research Highlights & Commentary of 4 Funds showcased
Commentary Motilal Oswal Multicap 35 Fund Motilal Oswal Focused 25 Fund Motilal Oswal Midcap 30 Fund Motilal Oswal Long Term Equity Fund Point 1 Upper mid AUM (₹14,312 Cr). Bottom quartile AUM (₹1,521 Cr). Highest AUM (₹38,003 Cr). Lower mid AUM (₹4,444 Cr). Point 2 Established history (11+ yrs). Oldest track record among peers (12 yrs). Established history (11+ yrs). Established history (10+ 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: 15.09% (lower mid). 5Y return: 9.14% (bottom quartile). 5Y return: 27.52% (top quartile). 5Y return: 19.88% (upper mid). Point 6 3Y return: 21.91% (lower mid). 3Y return: 9.88% (bottom quartile). 3Y return: 25.28% (top quartile). 3Y return: 22.75% (upper mid). Point 7 1Y return: -6.81% (upper mid). 1Y return: -2.50% (top quartile). 1Y return: -12.59% (bottom quartile). 1Y return: -9.76% (lower mid). Point 8 Alpha: -5.55 (top quartile). Alpha: -9.22 (lower mid). Alpha: -11.47 (bottom quartile). Alpha: -7.87 (upper mid). Point 9 Sharpe: -0.21 (upper mid). Sharpe: -0.30 (lower mid). Sharpe: -0.40 (bottom quartile). Sharpe: -0.21 (top quartile). Point 10 Information ratio: 0.66 (top quartile). Information ratio: -0.76 (bottom quartile). Information ratio: 0.21 (lower mid). Information ratio: 0.66 (upper mid). Motilal Oswal Multicap 35 Fund
Motilal Oswal Focused 25 Fund
Motilal Oswal Midcap 30 Fund
Motilal Oswal Long Term Equity Fund
Best Debt Funds by Motilal Oswal Mutual Fund
Debt Funds invest their corpus in a number of fixed income instruments. These schemes are classified on the Basis of maturity profiles of the underlying asset. People having a low-risk appetite and plan to invest for short and medium-term tenure can choose to invest in debt funds. Some of the categories of debt funds include Liquid Funds, ultra short-term funds, short-term funds, Gilt Funds, and dynamic bond funds. Motilal Oswal’s some of the top and best performing debt funds are given as follows along with the previous performance. Under debt funds, Motilal Oswal offers one scheme namely, Motilal Oswal Ultra Short Term fund. This scheme was launched in the year 2013. The performance of this scheme is tabulated below as follows.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Motilal Oswal Ultra Short Term Fund Growth ₹16.8916
↑ 0.00 ₹566 1.2 2.4 5.4 5.7 5.5 5.92% 3M 29D 4M 6D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jan 26 Research Highlights & Commentary of 1 Funds showcased
Commentary Motilal Oswal Ultra Short Term Fund Point 1 Highest AUM (₹566 Cr). Point 2 Oldest track record among peers (12 yrs). Point 3 Top rated. Point 4 Risk profile: Moderately Low. Point 5 1Y return: 5.44% (top quartile). Point 6 1M return: 0.38% (top quartile). Point 7 Sharpe: -3.64 (top quartile). Point 8 Information ratio: 0.00 (top quartile). Point 9 Yield to maturity (debt): 5.92% (top quartile). Point 10 Modified duration: 0.33 yrs (top quartile). Motilal Oswal Ultra Short Term Fund
Best Hybrid Funds by Motilal Oswal Mutual Fund
Hybrid Funds enjoy the benefits of both equity as well as debt instruments. These schemes invest their corpus money in equity as well as debt instruments in a dpredetermined proportion. Hybrid schemes are also known as balanced funds. Since the hybrid schemes invest in equity instruments, their returns are not constant. Some of the top and best hybrid schemes of Motilal Oswal are listed below. Under hybrid fund category the fund house offers Motilal Oswal Dynamic Fund. This scheme of Motilal Oswal invests a major portion of its accumulated fund money in equity and equity-related instruments which include equity derivatives. Along with equity instruments, the scheme may also invest its fund money in fixed income instruments. The scheme was launched on September 27, 2016, and uses CRISIL Balanced Fund index to build its portfolio. The performance of this scheme is given below as follows.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Dynamic Fund Growth ₹19.2906
↑ 0.08 ₹937 -0.1 -2.5 -7.8 8 6 -7.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jan 26 Research Highlights & Commentary of 1 Funds showcased
Commentary Motilal Oswal Dynamic Fund Point 1 Highest AUM (₹937 Cr). Point 2 Oldest track record among peers (9 yrs). Point 3 Not Rated. Point 4 Risk profile: Moderately High. Point 5 5Y return: 6.03% (top quartile). Point 6 3Y return: 7.97% (top quartile). Point 7 1Y return: -7.83% (top quartile). Point 8 1M return: -4.41% (top quartile). Point 9 Alpha: 0.00 (top quartile). Point 10 Sharpe: -0.48 (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 (02 Jan 26) ₹50.849 ↑ 0.40 (0.79 %) Net Assets (Cr) ₹4,444 on 30 Nov 25 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.21 Information Ratio 0.66 Alpha Ratio -7.87 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹13,206 31 Dec 22 ₹13,441 31 Dec 23 ₹18,420 31 Dec 24 ₹27,210 31 Dec 25 ₹24,741 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month -1.5% 3 Month -1.6% 6 Month -4.2% 1 Year -9.8% 3 Year 22.8% 5 Year 19.9% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2024 -9.1% 2023 47.7% 2022 37% 2021 1.8% 2020 32.1% 2019 8.8% 2018 13.2% 2017 -8.7% 2016 44% 2015 12.5% Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Ajay Khandelwal 11 Dec 23 1.98 Yr. Rakesh Shetty 22 Nov 22 3.03 Yr. Atul Mehra 1 Oct 24 1.17 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Industrials 24.8% Financial Services 23.59% Consumer Cyclical 17.27% Technology 16.32% Basic Materials 7.23% Real Estate 4.07% Health Care 2.75% Consumer Defensive 1.96% Communication Services 0.38% Asset Allocation
Asset Class Value Cash 1.63% Equity 98.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433206% ₹269 Cr 8,970,581 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX6% ₹261 Cr 259,208 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 25 | MUTHOOTFIN5% ₹205 Cr 546,874 Piramal Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | PIRAMALFIN4% ₹198 Cr 1,279,233
↑ 1,279,233 Waaree Energies Ltd (Technology)
Equity, Since 31 Oct 24 | 5442774% ₹185 Cr 583,979 PTC Industries Ltd (Industrials)
Equity, Since 30 Sep 24 | 5390064% ₹182 Cr 100,321 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE4% ₹181 Cr 1,077,437 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER4% ₹173 Cr 240,350 Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | APARINDS4% ₹169 Cr 184,630 One97 Communications Ltd (Technology)
Equity, Since 30 Jun 25 | 5433964% ₹166 Cr 1,256,967 2. Motilal Oswal Multicap 35 Fund
Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (02 Jan 26) ₹60.8469 ↑ 0.47 (0.78 %) Net Assets (Cr) ₹14,312 on 30 Nov 25 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.21 Information Ratio 0.66 Alpha Ratio -5.55 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 Dec 20 ₹10,000 31 Dec 21 ₹11,530 31 Dec 22 ₹11,187 31 Dec 23 ₹14,654 31 Dec 24 ₹21,349 31 Dec 25 ₹20,147 Returns for Motilal Oswal Multicap 35 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month -2% 3 Month 0.7% 6 Month -4.6% 1 Year -6.8% 3 Year 21.9% 5 Year 15.1% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 -5.6% 2023 45.7% 2022 31% 2021 -3% 2020 15.3% 2019 10.3% 2018 7.9% 2017 -7.8% 2016 43.1% 2015 8.5% Fund Manager information for Motilal Oswal Multicap 35 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 1.17 Yr. Niket Shah 1 Jul 22 3.42 Yr. Rakesh Shetty 22 Nov 22 3.03 Yr. Atul Mehra 1 Oct 24 1.17 Yr. Sunil Sawant 1 Jul 24 1.42 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Technology 28.53% Consumer Cyclical 17.43% Industrials 16.69% Financial Services 9.55% Communication Services 8.85% Consumer Defensive 0.5% Asset Allocation
Asset Class Value Cash 19.27% Equity 80.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE10% ₹1,432 Cr 7,500,000
↑ 636,122 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT10% ₹1,429 Cr 2,250,000
↓ -183,634 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | 5433208% ₹1,201 Cr 40,025,000
↑ 25,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL8% ₹1,188 Cr 23,500,000 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB8% ₹1,093 Cr 1,463,561
↓ -77,051 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN7% ₹1,020 Cr 5,877,496 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 25 | DIXON7% ₹1,015 Cr 695,104
↓ -104,889 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | CGPOWER6% ₹807 Cr 12,000,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901574% ₹637 Cr 4,000,000
↑ 1,250,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 25 | BHARTIARTL4% ₹630 Cr 3,000,000
↑ 3,000,000 3. Motilal Oswal Ultra Short Term Fund
Motilal Oswal Ultra Short Term Fund
Growth Launch Date 6 Sep 13 NAV (02 Jan 26) ₹16.8916 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹566 on 30 Nov 25 Category Debt - Ultrashort Bond AMC Motilal Oswal Asset Management Co. Ltd Rating ☆ Risk Moderately Low Expense Ratio 0.93 Sharpe Ratio -3.65 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 5.92% Effective Maturity 4 Months 6 Days Modified Duration 3 Months 29 Days Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹10,237 31 Dec 22 ₹10,606 31 Dec 23 ₹11,220 31 Dec 24 ₹11,895 31 Dec 25 ₹12,544 Returns for Motilal Oswal Ultra Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month 0.4% 3 Month 1.2% 6 Month 2.4% 1 Year 5.4% 3 Year 5.7% 5 Year 4.6% 10 Year 15 Year Since launch 4.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.5% 2023 6% 2022 5.8% 2021 3.6% 2020 2.4% 2019 4.3% 2018 6.2% 2017 -8.1% 2016 5.5% 2015 6.4% Fund Manager information for Motilal Oswal Ultra Short Term Fund
Name Since Tenure Rakesh Shetty 22 Nov 22 3.03 Yr. Data below for Motilal Oswal Ultra Short Term Fund as on 30 Nov 25
Asset Allocation
Asset Class Value Cash 81.92% Debt 17.79% Other 0.29% Debt Sector Allocation
Sector Value Cash Equivalent 46.3% Corporate 35.57% Government 17.83% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 364 DTB 26122025
Sovereign Bonds | -14% ₹75 Cr 7,500,000 364 DTB 12022026
Sovereign Bonds | -5% ₹30 Cr 3,000,000 T-Bill
Sovereign Bonds | -4% ₹24 Cr 2,500,000 Bank of Baroda
Debentures | -4% ₹24 Cr 2,500,000 Federal Bank Ltd.
Debentures | -4% ₹24 Cr 2,500,000
↑ 2,500,000 India (Republic of)
- | -4% ₹24 Cr 2,500,000 Corporate Debt Market Development Fund
Investment Fund | -0% ₹2 Cr 1,358
↑ 1,358 Trp_161225
CBLO/Reverse Repo | -9% ₹50 Cr Punjab National Bank
Certificate of Deposit | -5% ₹25 Cr 2,500,000 Muthoot Finance Limited
Commercial Paper | -5% ₹25 Cr 2,500,000 4. Motilal Oswal Focused 25 Fund
Motilal Oswal Focused 25 Fund
Growth Launch Date 7 May 13 NAV (02 Jan 26) ₹44.2724 ↑ 0.21 (0.47 %) Net Assets (Cr) ₹1,521 on 30 Nov 25 Category Equity - Focused AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio -0.3 Information Ratio -0.76 Alpha Ratio -9.22 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 Dec 20 ₹10,000 31 Dec 21 ₹11,459 31 Dec 22 ₹11,683 31 Dec 23 ₹13,881 31 Dec 24 ₹15,772 31 Dec 25 ₹15,502 Returns for Motilal Oswal Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month 0.6% 3 Month 4.1% 6 Month 2% 1 Year -2.5% 3 Year 9.9% 5 Year 9.1% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -1.7% 2023 13.6% 2022 18.8% 2021 2% 2020 14.6% 2019 17.3% 2018 17.1% 2017 -4.2% 2016 32.2% 2015 2.8% Fund Manager information for Motilal Oswal Focused 25 Fund
Name Since Tenure Varun Sharma 14 Aug 25 0.3 Yr. Rakesh Shetty 22 Nov 22 3.03 Yr. Atul Mehra 1 Oct 24 1.17 Yr. Sunil Sawant 1 Jul 24 1.42 Yr. Data below for Motilal Oswal Focused 25 Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 22.79% Technology 21.29% Consumer Cyclical 14.59% Industrials 13.7% Basic Materials 9.79% Consumer Defensive 4.19% Health Care 3.47% Communication Services 3.08% Utility 2.82% Asset Allocation
Asset Class Value Cash 4.28% Equity 95.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity One97 Communications Ltd (Technology)
Equity, Since 30 Apr 23 | 5433967% ₹101 Cr 761,048
↓ -16,283 Piramal Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | PIRAMALFIN6% ₹89 Cr 577,170
↑ 577,170 Religare Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | RELIGARE5% ₹77 Cr 3,125,339 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jan 25 | MCX5% ₹77 Cr 76,036 Coforge Ltd (Technology)
Equity, Since 31 Aug 25 | COFORGE4% ₹65 Cr 341,783
↑ 11,819 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | RADICO4% ₹64 Cr 198,680 Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 5433494% ₹58 Cr 313,272
↑ 3,652 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | AUBANK4% ₹54 Cr 569,956
↑ 2,138 OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE3% ₹53 Cr 344,085
↑ 25,362 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Dec 24 | DIXON3% ₹53 Cr 35,998
↑ 2,356 5. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (02 Jan 26) ₹99.6925 ↑ 0.62 (0.62 %) Net Assets (Cr) ₹38,003 on 30 Nov 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.4 Information Ratio 0.21 Alpha Ratio -11.47 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 Dec 20 ₹10,000 31 Dec 21 ₹15,583 31 Dec 22 ₹17,252 31 Dec 23 ₹24,442 31 Dec 24 ₹38,406 31 Dec 25 ₹33,746 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month -3.5% 3 Month -0.3% 6 Month -5.2% 1 Year -12.6% 3 Year 25.3% 5 Year 27.5% 10 Year 15 Year Since launch 21.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 -12.1% 2023 57.1% 2022 41.7% 2021 10.7% 2020 55.8% 2019 9.3% 2018 9.7% 2017 -12.7% 2016 30.8% 2015 5.2% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 1.17 Yr. Niket Shah 1 Jul 20 5.42 Yr. Rakesh Shetty 22 Nov 22 3.03 Yr. Sunil Sawant 1 Jul 24 1.42 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Technology 37.64% Consumer Cyclical 18.46% Industrials 11.9% Financial Services 11.71% Communication Services 8.74% Real Estate 2.43% Health Care 1.61% Asset Allocation
Asset Class Value Cash 7.92% Equity 92.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT10% ₹3,812 Cr 6,000,000 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE10% ₹3,770 Cr 19,750,000
↑ 99,301 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | 5433209% ₹3,301 Cr 110,001,000
↑ 10,001,000 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON8% ₹3,066 Cr 2,100,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL8% ₹3,034 Cr 60,043,240
↑ 43,240 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433968% ₹2,969 Cr 22,479,961
↓ -2,520,039 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 25 | BHARTIARTL5% ₹1,997 Cr 9,500,000
↑ 9,500,000 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB5% ₹1,889 Cr 2,528,264
↓ -145,406 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL4% ₹1,701 Cr 47,500,000
↑ 7,482,572 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI4% ₹1,658 Cr 4,000,000
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
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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.
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
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Research Highlights for Motilal Oswal Long Term Equity Fund