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टॉप ४ मोतीलाल एसआयपी म्युच्युअल फंड २०२२

Updated on August 1, 2026 , 8928 views

SIP किंवा पद्धतशीरगुंतवणूक योजना एक उत्तम मार्ग आहेम्युच्युअल फंडात गुंतवणूक करा. मोतीलाल यांनी ऑफर केलेल्या SIP योजनाम्युच्युअल फंड नियमितपणे ठराविक रक्कम वाचवण्याचा हा एक उत्तम मार्ग आहेआधार जसे साप्ताहिक/मासिक/तिमासिक. हे नियमित बचत करण्यास प्रोत्साहन देते आणि फायदे देखील देतातकंपाउंडिंगची शक्ती.

मजबूत संपत्ती निर्माण करण्यासाठी एसआयपी प्लॅनसह तुम्ही सहजपणे दीर्घ कालावधीसाठी गुंतवणूक करू शकता. ही रक्कम नियमित अंतराने गुंतवली जात असल्याने त्याचा परिणामही कमी होतोबाजार अस्थिरता च्या बरोबरएसआयपी गुंतवणूक, गुंतवणूकदार त्यांच्या विविध उद्दिष्टांची योजना करू शकतात जसे की सेवानिवृत्ती, विवाह, घर/वाहन खरेदी करणे किंवा उच्च शिक्षण इ.

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Motilal-SIP-Mutual-Funds

मोतीलाल म्युच्युअल फंड SIP मध्ये गुंतवणूक का करावी?

  • मोतीलाल MF सह पद्धतशीर गुंतवणूक योजना असण्यासाठी मोठ्या रकमेची आवश्यकता नाहीगुंतवणूक सुरुवातीची रक्कम रु 500 इतकी कमी आहे.

  • मोतीलाल एसआयपी म्युच्युअल फंड लहानपणापासूनच बचतीची सवय लावण्यास प्रोत्साहन देते

  • एसआयपीमध्ये गुंतवणूक करून व्यक्ती दीर्घकालीन योजना करू शकतेआर्थिक उद्दिष्टे जसे की कार/घर खरेदी करणे, आंतरराष्ट्रीय सहलीसाठी बचत करणे, मुलाच्या शिक्षणासाठी बचत करणे,निवृत्ती नियोजन किंवा इतर कोणतीही मालमत्ता खरेदी करण्यासाठी.

  • एक पद्धतशीर गुंतवणुकीची योजना दीर्घ कालावधीत पसरलेली असते, हे लक्षात घेता, शेअर बाजारातील सर्व काळ, चढ-उतार आणि त्याहूनही महत्त्वाचे म्हणजे पडझड लक्षात येते. मंदीच्या काळात, जेव्हा बहुतेक गुंतवणूकदारांना भीती वाटते तेव्हा, गुंतवणूकदार “कमी” खरेदी करतात याची खात्री करून SIP हप्ते चालू राहतात.

तर, आजच SIP सुरू कराइक्विटी फंड या शीर्ष 4 सर्वोत्तम मोतीलाल एसआयपी फंडांमध्ये गुंतवणूक करून. हे फंड एयूएम सारखे काही मापदंड हाती घेऊन शॉर्टलिस्ट केले गेले आहेत,नाही, मागील कामगिरी, समवयस्क सरासरी परतावा इ.

इक्विटी फंडात गुंतवणूक करण्यासाठी सर्वोत्तम मोतीलाल म्युच्युअल फंड एसआयपी

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Long Term Equity Fund Growth ₹55.1015
↑ 0.47
₹4,862 500 2.811.67.22116-9.1
Motilal Oswal Midcap 30 Fund  Growth ₹101.818
↑ 1.57
₹37,474 500 11.97.40.420.121.7-12.1
Motilal Oswal Multicap 35 Fund Growth ₹61.8128
↑ 0.30
₹13,294 500 114.41.219.212.2-5.6
Motilal Oswal Focused 25 Fund  Growth ₹50.9087
↑ 0.58
₹1,635 500 13.718.319.212.39.5-1.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Aug 26

Research Highlights & Commentary of 4 Funds showcased

CommentaryMotilal Oswal Long Term Equity FundMotilal Oswal Midcap 30 Fund Motilal Oswal Multicap 35 FundMotilal Oswal Focused 25 Fund 
Point 1Lower mid AUM (₹4,862 Cr).Highest AUM (₹37,474 Cr).Upper mid AUM (₹13,294 Cr).Bottom quartile AUM (₹1,635 Cr).
Point 2Established history (11+ yrs).Established history (12+ yrs).Established history (12+ yrs).Oldest track record among peers (13 yrs).
Point 3Not Rated.Rating: 3★ (upper mid).Top rated.Rating: 3★ (lower mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 16.03% (upper mid).5Y return: 21.71% (top quartile).5Y return: 12.22% (lower mid).5Y return: 9.50% (bottom quartile).
Point 63Y return: 21.03% (top quartile).3Y return: 20.13% (upper mid).3Y return: 19.20% (lower mid).3Y return: 12.26% (bottom quartile).
Point 71Y return: 7.20% (upper mid).1Y return: 0.39% (bottom quartile).1Y return: 1.21% (lower mid).1Y return: 19.19% (top quartile).
Point 8Alpha: 6.27 (upper mid).Alpha: -14.72 (bottom quartile).Alpha: -7.36 (lower mid).Alpha: 12.39 (top quartile).
Point 9Sharpe: 0.02 (upper mid).Sharpe: -0.71 (lower mid).Sharpe: -0.74 (bottom quartile).Sharpe: 0.35 (top quartile).
Point 10Information ratio: 0.76 (top quartile).Information ratio: -0.25 (bottom quartile).Information ratio: 0.53 (upper mid).Information ratio: -0.21 (lower mid).

Motilal Oswal Long Term Equity Fund

  • Lower mid AUM (₹4,862 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.03% (upper mid).
  • 3Y return: 21.03% (top quartile).
  • 1Y return: 7.20% (upper mid).
  • Alpha: 6.27 (upper mid).
  • Sharpe: 0.02 (upper mid).
  • Information ratio: 0.76 (top quartile).

Motilal Oswal Midcap 30 Fund 

  • Highest AUM (₹37,474 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.71% (top quartile).
  • 3Y return: 20.13% (upper mid).
  • 1Y return: 0.39% (bottom quartile).
  • Alpha: -14.72 (bottom quartile).
  • Sharpe: -0.71 (lower mid).
  • Information ratio: -0.25 (bottom quartile).

Motilal Oswal Multicap 35 Fund

  • Upper mid AUM (₹13,294 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.22% (lower mid).
  • 3Y return: 19.20% (lower mid).
  • 1Y return: 1.21% (lower mid).
  • Alpha: -7.36 (lower mid).
  • Sharpe: -0.74 (bottom quartile).
  • Information ratio: 0.53 (upper mid).

Motilal Oswal Focused 25 Fund 

  • Bottom quartile AUM (₹1,635 Cr).
  • Oldest track record among peers (13 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 9.50% (bottom quartile).
  • 3Y return: 12.26% (bottom quartile).
  • 1Y return: 19.19% (top quartile).
  • Alpha: 12.39 (top quartile).
  • Sharpe: 0.35 (top quartile).
  • Information ratio: -0.21 (lower mid).

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.

Research Highlights for Motilal Oswal Long Term Equity Fund

  • Lower mid AUM (₹4,862 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.03% (upper mid).
  • 3Y return: 21.03% (top quartile).
  • 1Y return: 7.20% (upper mid).
  • Alpha: 6.27 (upper mid).
  • Sharpe: 0.02 (upper mid).
  • Information ratio: 0.76 (top quartile).

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 (03 Aug 26) ₹55.1015 ↑ 0.47   (0.86 %)
Net Assets (Cr) ₹4,862 on 30 Jun 26
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.65
Sharpe Ratio 0.02
Information Ratio 0.76
Alpha Ratio 6.27
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Jul 21₹10,000
31 Jul 22₹9,920
31 Jul 23₹12,253
31 Jul 24₹19,527
31 Jul 25₹20,258
31 Jul 26₹21,303

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 ₹458,689.
Net Profit of ₹158,689
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 3 Aug 26

DurationReturns
1 Month -1%
3 Month 2.8%
6 Month 11.6%
1 Year 7.2%
3 Year 21%
5 Year 16%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Varun Sharma3 Jul 260.08 Yr.
Ajay Khandelwal11 Dec 232.64 Yr.
Ankit Agarwal16 Mar 260.38 Yr.
Rakesh Shetty22 Nov 223.69 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 30 Jun 26

Equity Sector Allocation
SectorValue
Industrials26.3%
Financial Services24.52%
Consumer Cyclical16.25%
Basic Materials14.86%
Technology13.21%
Health Care4.14%
Asset Allocation
Asset ClassValue
Cash0.73%
Equity99.27%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX
6%₹275 Cr968,520
↓ -172,342
Ather Energy Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | ATHERENERG
5%₹227 Cr1,990,789
Zen Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | ZENTEC
4%₹215 Cr1,214,938
↓ -3,590
Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | APARINDS
4%₹205 Cr130,439
↓ -3,561
OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE
4%₹201 Cr1,221,228
PTC Industries Ltd (Industrials)
Equity, Since 30 Sep 24 | 539006
4%₹198 Cr115,181
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM
4%₹195 Cr493,050
↑ 31,259
Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON
4%₹191 Cr32,483,092
Shriram Finance Ltd (Financial Services)
Equity, Since 31 Dec 25 | SHRIRAMFIN
4%₹180 Cr1,725,541
Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 30 Nov 25 | GROWW
4%₹177 Cr8,751,187

2. 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.

Research Highlights for Motilal Oswal Midcap 30 Fund 

  • Highest AUM (₹37,474 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.71% (top quartile).
  • 3Y return: 20.13% (upper mid).
  • 1Y return: 0.39% (bottom quartile).
  • Alpha: -14.72 (bottom quartile).
  • Sharpe: -0.71 (lower mid).
  • Information ratio: -0.25 (bottom quartile).

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (03 Aug 26) ₹101.818 ↑ 1.57   (1.56 %)
Net Assets (Cr) ₹37,474 on 30 Jun 26
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.56
Sharpe Ratio -0.71
Information Ratio -0.25
Alpha Ratio -14.72
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
31 Jul 21₹10,000
31 Jul 22₹12,488
31 Jul 23₹15,748
31 Jul 24₹26,692
31 Jul 25₹27,117
31 Jul 26₹26,669

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 ₹518,033.
Net Profit of ₹218,033
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 3 Aug 26

DurationReturns
1 Month 6.6%
3 Month 11.9%
6 Month 7.4%
1 Year 0.4%
3 Year 20.1%
5 Year 21.7%
10 Year
15 Year
Since launch 20.5%
Historical performance (Yearly) on absolute basis
YearReturns
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 
NameSinceTenure
Varun Sharma21 Jan 260.53 Yr.
Swapnil Mayekar18 Nov 250.7 Yr.
Ajay Khandelwal1 Oct 241.83 Yr.
Ankit Agarwal21 Jan 260.53 Yr.
Rakesh Shetty22 Nov 223.69 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 30 Jun 26

Equity Sector Allocation
SectorValue
Financial Services31.53%
Technology26.25%
Industrials15.4%
Consumer Cyclical14.49%
Real Estate3.1%
Communication Services2.97%
Health Care2.8%
Consumer Defensive0.57%
Asset Allocation
Asset ClassValue
Cash2.89%
Equity97.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | PAYTM
7%₹2,751 Cr24,100,476
↑ 334,611
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
6%₹2,375 Cr61,413,395
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
6%₹2,265 Cr15,453,312
↓ -250,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | ETERNAL
6%₹2,233 Cr84,386,866
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI
6%₹2,101 Cr3,870,834
↓ -160,000
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL
5%₹2,056 Cr52,459,381
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
5%₹1,720 Cr3,976,493
↓ -50,000
Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 31 Jan 26 | GROWW
5%₹1,710 Cr84,616,660
Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 26 | SHRIRAMFIN
4%₹1,416 Cr13,590,867
↑ 1,116,515
BSE Ltd (Financial Services)
Equity, Since 30 Nov 25 | BSE
4%₹1,353 Cr3,500,830

3. 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.

Research Highlights for Motilal Oswal Multicap 35 Fund

  • Upper mid AUM (₹13,294 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.22% (lower mid).
  • 3Y return: 19.20% (lower mid).
  • 1Y return: 1.21% (lower mid).
  • Alpha: -7.36 (lower mid).
  • Sharpe: -0.74 (bottom quartile).
  • Information ratio: 0.53 (upper mid).

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (03 Aug 26) ₹61.8128 ↑ 0.30   (0.49 %)
Net Assets (Cr) ₹13,294 on 30 Jun 26
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio -0.75
Information Ratio 0.53
Alpha Ratio -7.36
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
31 Jul 21₹10,000
31 Jul 22₹9,336
31 Jul 23₹10,720
31 Jul 24₹16,877
31 Jul 25₹18,011
31 Jul 26₹17,952

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 ₹415,684.
Net Profit of ₹115,684
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 3 Aug 26

DurationReturns
1 Month 5.3%
3 Month 11%
6 Month 4.4%
1 Year 1.2%
3 Year 19.2%
5 Year 12.2%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Varun Sharma21 Jan 260.53 Yr.
Swapnil Mayekar18 Nov 250.7 Yr.
Ajay Khandelwal1 Oct 241.83 Yr.
Ankit Agarwal21 Jan 260.53 Yr.
Rakesh Shetty22 Nov 223.69 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 30 Jun 26

Equity Sector Allocation
SectorValue
Industrials28.39%
Consumer Cyclical22.36%
Financial Services21.79%
Technology18.16%
Health Care6.17%
Basic Materials1.39%
Asset Allocation
Asset ClassValue
Cash1.74%
Equity98.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | 500093
7%₹885 Cr9,300,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL
7%₹881 Cr22,782,390
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | ETERNAL
5%₹728 Cr27,500,000
Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE
5%₹628 Cr4,285,614
↓ -129,952
Shriram Finance Ltd (Financial Services)
Equity, Since 31 Mar 26 | SHRIRAMFIN
4%₹587 Cr5,630,608
Ather Energy Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | ATHERENERG
4%₹571 Cr5,002,599
↓ -200,000
Waaree Energies Ltd (Technology)
Equity, Since 28 Feb 26 | WAAREEENER
4%₹501 Cr1,700,905
IndusInd Bank Ltd (Financial Services)
Equity, Since 28 Feb 26 | INDUSINDBK
4%₹477 Cr5,165,661
↑ 134,988
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Apr 26 | MOTHERSON
4%₹467 Cr31,527,172
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 28 Feb 26 | APOLLOHOSP
3%₹439 Cr506,046

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.

Research Highlights for Motilal Oswal Focused 25 Fund 

  • Bottom quartile AUM (₹1,635 Cr).
  • Oldest track record among peers (13 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 9.50% (bottom quartile).
  • 3Y return: 12.26% (bottom quartile).
  • 1Y return: 19.19% (top quartile).
  • Alpha: 12.39 (top quartile).
  • Sharpe: 0.35 (top quartile).
  • Information ratio: -0.21 (lower mid).

Below is the key information for Motilal Oswal Focused 25 Fund 

Motilal Oswal Focused 25 Fund 
Growth
Launch Date 7 May 13
NAV (03 Aug 26) ₹50.9087 ↑ 0.58   (1.16 %)
Net Assets (Cr) ₹1,635 on 30 Jun 26
Category Equity - Focused
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 0.35
Information Ratio -0.21
Alpha Ratio 12.39
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
31 Jul 21₹10,000
31 Jul 22₹10,120
31 Jul 23₹11,523
31 Jul 24₹15,422
31 Jul 25₹13,725
31 Jul 26₹15,997

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 ₹385,859.
Net Profit of ₹85,859
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 3 Aug 26

DurationReturns
1 Month 3.9%
3 Month 13.7%
6 Month 18.3%
1 Year 19.2%
3 Year 12.3%
5 Year 9.5%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
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 
NameSinceTenure
Varun Sharma14 Aug 250.96 Yr.
Swapnil Mayekar18 Nov 250.7 Yr.
Ankit Agarwal5 Aug 250.99 Yr.
Rakesh Shetty22 Nov 223.69 Yr.
Atul Mehra1 Oct 241.83 Yr.

Data below for Motilal Oswal Focused 25 Fund  as on 30 Jun 26

Equity Sector Allocation
SectorValue
Financial Services24.62%
Industrials23.13%
Consumer Cyclical18.96%
Health Care8.46%
Technology7.86%
Communication Services3.06%
Utility2.93%
Basic Materials2.66%
Asset Allocation
Asset ClassValue
Cash6.44%
Equity93.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Rubicon Research Ltd (Healthcare)
Equity, Since 30 Apr 26 | RUBICON
4%₹73 Cr518,073
↑ 13,036
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | 540611
4%₹69 Cr669,589
↑ 23,881
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 26 | ETERNAL
4%₹69 Cr2,592,637
↑ 62,681
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 28 Feb 26 | 500093
4%₹67 Cr707,583
Aditya Infotech Ltd (Industrials)
Equity, Since 28 Feb 26 | CPPLUS
4%₹66 Cr181,175
↓ -80,000
ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jan 26 | ICICIAMC
4%₹66 Cr197,893
↑ 4,703
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 28 Feb 26 | APOLLOHOSP
4%₹66 Cr75,565
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 May 26 | PNBHOUSING
4%₹57 Cr553,533
↑ 70,874
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TITAN
4%₹57 Cr130,247
↑ 3,709
Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | GABRIEL
3%₹56 Cr455,227
↓ -81,000

SIP गुंतवणूक कशी वाढते?

तुम्ही ठराविक कालावधीसाठी ठराविक रक्कम मासिक गुंतवणूक केल्यास तुमची SIP गुंतवणूक कशी वाढेल हे जाणून घ्यायचे आहे? आम्ही तुम्हाला उदाहरणासह स्पष्ट करू.

SIP कॅल्क्युलेटर किंवा SIP रिटर्न कॅल्क्युलेटर

SIP कॅल्क्युलेटर सहसा गुंतवणूक करू इच्छित असलेल्या SIP गुंतवणुकीची रक्कम(ध्येय), आवश्यक गुंतवणुकीची वर्षांची संख्या, अपेक्षित असे इनपुट घेतात.महागाई दर (याचा हिशेब असणे आवश्यक आहे!) आणि अपेक्षित परतावा. म्हणून, एक ध्येय साध्य करण्यासाठी आवश्यक असलेल्या SIP परताव्याची गणना करू शकते!

समजा, तुम्ही 10 रुपये गुंतवले तर,000 10 वर्षांसाठी, तुमची SIP गुंतवणूक कशी वाढते ते पहा-

मासिक गुंतवणूक: INR 10,000

गुंतवणुकीचा कालावधी: 10 वर्षे

एकूण गुंतवणूक केलेली रक्कम: INR 12,00,000

दीर्घकालीन वाढीचा दर (अंदाजे): १५%

नुसार अपेक्षित परतावासिप कॅल्क्युलेटर: 27,86,573 रुपये

निव्वळ नफा: 15,86,573 रुपये (निरपेक्ष परतावा= 132.2%)

वरील गणिते दाखवतात की जर तुम्ही 10 वर्षांसाठी मासिक 10,000 रुपये गुंतवले तर (एकूण INR12,00,000) तुम्ही कमवालINR 27,86,573, याचा अर्थ तुम्ही कमावलेला निव्वळ नफा आहेINR १५,८६,५७३. छान आहे ना!

मोतीलाल म्युच्युअल फंड SIP मध्ये ऑनलाइन गुंतवणूक कशी करावी?

  1. Fincash.com वर आजीवन मोफत गुंतवणूक खाते उघडा.

  2. तुमची नोंदणी आणि KYC प्रक्रिया पूर्ण करा

  3. दस्तऐवज अपलोड करा (PAN, आधार इ.).आणि, तुम्ही गुंतवणूक करण्यास तयार आहात!

    सुरु करूया

Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
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