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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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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.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹101.362
↓ -0.28 ₹27,780 500 13.4 -10.7 14.1 34.6 37 57.1 Motilal Oswal Long Term Equity Fund Growth ₹52.5536
↓ -0.25 ₹3,897 500 23.5 -7.3 14.1 31.3 28.6 47.7 Motilal Oswal Multicap 35 Fund Growth ₹60.8534
↓ -0.14 ₹12,418 500 12.4 -6.1 15.2 26.4 22.8 45.7 Motilal Oswal Focused 25 Fund Growth ₹43.8695
↓ -0.28 ₹1,399 500 21.1 -6.6 -0.4 13.5 16 13.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Jun 25
(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Motilal Oswal Midcap 30 Fund is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused Long Term Fund) The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Motilal Oswal Long Term Equity Fund is a Equity - ELSS fund was launched on 21 Jan 15. It is a fund with Moderately High risk and has given a Below is the key information for Motilal Oswal Long Term Equity Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a Below is the key information for Motilal Oswal Multicap 35 Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused 25 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Motilal Oswal Focused 25 Fund is a Equity - Focused fund was launched on 7 May 13. It is a fund with Moderately High risk and has given a Below is the key information for Motilal Oswal Focused 25 Fund Returns up to 1 year are on 1. Motilal Oswal Midcap 30 Fund
CAGR/Annualized
return of 22.8% since its launch. Ranked 27 in Mid Cap
category. Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% . Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (11 Jun 25) ₹101.362 ↓ -0.28 (-0.27 %) Net Assets (Cr) ₹27,780 on 30 Apr 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.66 Sharpe Ratio 0.38 Information Ratio 0.46 Alpha Ratio 8.89 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 May 20 ₹10,000 31 May 21 ₹17,139 31 May 22 ₹21,910 31 May 23 ₹27,996 31 May 24 ₹41,746 31 May 25 ₹49,975 Returns for Motilal Oswal Midcap 30 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 11 Jun 25 Duration Returns 1 Month 6.5% 3 Month 13.4% 6 Month -10.7% 1 Year 14.1% 3 Year 34.6% 5 Year 37% 10 Year 15 Year Since launch 22.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 16.5% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.66 Yr. Niket Shah 1 Jul 20 4.92 Yr. Rakesh Shetty 22 Nov 22 2.52 Yr. Sunil Sawant 1 Jul 24 0.92 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Technology 29.99% Consumer Cyclical 16.64% Industrials 14.58% Health Care 4.76% Communication Services 3.95% Real Estate 3.03% Basic Materials 2.07% Utility 0.35% Financial Services 0.09% Asset Allocation
Asset Class Value Cash 32.1% Equity 67.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE10% ₹3,078 Cr 3,600,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT10% ₹2,960 Cr 5,250,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL8% ₹2,437 Cr 43,490,250 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB5% ₹1,498 Cr 2,500,000 Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA4% ₹1,236 Cr 6,750,000
↑ 250,000 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON4% ₹1,227 Cr 835,200
↑ 100,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | TRENT4% ₹1,210 Cr 2,143,194
↑ 7,450 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433964% ₹1,149 Cr 12,900,814
↑ 512,314 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH4% ₹1,122 Cr 9,969,361 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI3% ₹993 Cr 2,750,000
↑ 50,000 2. Motilal Oswal Long Term Equity Fund
CAGR/Annualized
return of 17.3% since its launch. Return for 2024 was 47.7% , 2023 was 37% and 2022 was 1.8% . Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (11 Jun 25) ₹52.5536 ↓ -0.25 (-0.47 %) Net Assets (Cr) ₹3,897 on 30 Apr 25 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 0.74 Sharpe Ratio 0.08 Information Ratio 0.77 Alpha Ratio 1.58 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹16,160 31 May 22 ₹16,757 31 May 23 ₹20,100 31 May 24 ₹30,805 31 May 25 ₹35,818 Returns for Motilal Oswal Long Term Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 11 Jun 25 Duration Returns 1 Month 15.6% 3 Month 23.5% 6 Month -7.3% 1 Year 14.1% 3 Year 31.3% 5 Year 28.6% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Ajay Khandelwal 11 Dec 23 1.47 Yr. Rakesh Shetty 22 Nov 22 2.52 Yr. Atul Mehra 1 Oct 24 0.66 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Industrials 37.3% Consumer Cyclical 20.59% Financial Services 17.43% Technology 8.6% Real Estate 6.27% Basic Materials 5.67% Health Care 2.96% Asset Allocation
Asset Class Value Cash 1.18% Equity 98.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TRENT6% ₹240 Cr 425,260 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433205% ₹236 Cr 9,923,692 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 23 | BDL5% ₹213 Cr 1,056,315 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES4% ₹178 Cr 297,751 Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON4% ₹177 Cr 24,702,337 Inox Wind Ltd (Industrials)
Equity, Since 31 Dec 23 | 5390834% ₹159 Cr 8,173,777 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER4% ₹156 Cr 240,350 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX4% ₹155 Cr 235,083 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE4% ₹155 Cr 1,055,205 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 24 | BEL3% ₹152 Cr 3,950,000 3. Motilal Oswal Multicap 35 Fund
CAGR/Annualized
return of 17.6% since its launch. Ranked 5 in Multi Cap
category. Return for 2024 was 45.7% , 2023 was 31% and 2022 was -3% . Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (11 Jun 25) ₹60.8534 ↓ -0.14 (-0.23 %) Net Assets (Cr) ₹12,418 on 30 Apr 25 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 0.94 Sharpe Ratio 0.39 Information Ratio 0.62 Alpha Ratio 8.34 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 May 20 ₹10,000 31 May 21 ₹15,277 31 May 22 ₹14,553 31 May 23 ₹16,190 31 May 24 ₹23,601 31 May 25 ₹28,151 Returns for Motilal Oswal Multicap 35 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 11 Jun 25 Duration Returns 1 Month 5.8% 3 Month 12.4% 6 Month -6.1% 1 Year 15.2% 3 Year 26.4% 5 Year 22.8% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 14.6% Fund Manager information for Motilal Oswal Multicap 35 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.66 Yr. Niket Shah 1 Jul 22 2.92 Yr. Rakesh Shetty 22 Nov 22 2.52 Yr. Atul Mehra 1 Oct 24 0.66 Yr. Sunil Sawant 1 Jul 24 0.92 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Technology 22.43% Industrials 18.22% Consumer Cyclical 17.08% Financial Services 8.53% Communication Services 8.52% Health Care 1.73% Consumer Defensive 0.54% Asset Allocation
Asset Class Value Cash 23.56% Equity 76.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE11% ₹1,389 Cr 1,625,000
↓ -100,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT10% ₹1,240 Cr 2,200,000 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB9% ₹1,164 Cr 1,942,305
↓ -57,570 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL8% ₹1,009 Cr 18,000,000
↑ 114,380 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | CGPOWER6% ₹841 Cr 12,250,000
↑ 175,830 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | TRENT6% ₹787 Cr 1,394,889 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN6% ₹720 Cr 4,500,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901575% ₹701 Cr 4,999,500 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | 5433203% ₹413 Cr 17,331,906
↑ 17,331,906 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 25 | BHARTIARTL3% ₹409 Cr 2,200,826
↑ 2,200,826 4. Motilal Oswal Focused 25 Fund
CAGR/Annualized
return of 13% since its launch. Ranked 28 in Focused
category. Return for 2024 was 13.6% , 2023 was 18.8% and 2022 was 2% . Motilal Oswal Focused 25 Fund
Growth Launch Date 7 May 13 NAV (11 Jun 25) ₹43.8695 ↓ -0.28 (-0.64 %) Net Assets (Cr) ₹1,399 on 30 Apr 25 Category Equity - Focused AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.94 Sharpe Ratio -0.59 Information Ratio -0.93 Alpha Ratio -14.34 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 May 20 ₹10,000 31 May 21 ₹15,331 31 May 22 ₹15,136 31 May 23 ₹16,874 31 May 24 ₹21,007 31 May 25 ₹21,349 Returns for Motilal Oswal Focused 25 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 11 Jun 25 Duration Returns 1 Month 15.2% 3 Month 21.1% 6 Month -6.6% 1 Year -0.4% 3 Year 13.5% 5 Year 16% 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 5.9% Fund Manager information for Motilal Oswal Focused 25 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.66 Yr. Rakesh Shetty 22 Nov 22 2.52 Yr. Atul Mehra 1 Oct 24 0.66 Yr. Sunil Sawant 1 Jul 24 0.92 Yr. Data below for Motilal Oswal Focused 25 Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Industrials 33.8% Financial Services 26.03% Technology 15.14% Consumer Cyclical 12.67% Consumer Defensive 4.38% Health Care 3.94% Basic Materials 2.36% Asset Allocation
Asset Class Value Cash 1.68% Equity 98.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity Piramal Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | PEL9% ₹144 Cr 1,300,249 Religare Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | RELIGARE8% ₹131 Cr 5,678,060 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Mar 25 | BDL7% ₹116 Cr 575,353 ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | ZFCVINDIA7% ₹108 Cr 80,638 One97 Communications Ltd (Technology)
Equity, Since 30 Apr 23 | 5433966% ₹87 Cr 982,077 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | RADICO4% ₹68 Cr 269,025 Suzlon Energy Ltd (Industrials)
Equity, Since 28 Feb 25 | SUZLON4% ₹67 Cr 9,320,333 Zen Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | ZENTEC4% ₹64 Cr 300,000 OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE4% ₹61 Cr 318,723 Inox Wind Ltd (Industrials)
Equity, Since 31 Mar 25 | 5390834% ₹61 Cr 3,116,610
तुम्ही ठराविक कालावधीसाठी ठराविक रक्कम मासिक गुंतवणूक केल्यास तुमची SIP गुंतवणूक कशी वाढेल हे जाणून घ्यायचे आहे? आम्ही तुम्हाला उदाहरणासह स्पष्ट करू.
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!
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