+91-22-48913909ਚੋਟੀ ਦੇ 4 ਮੋਤੀਲਾਲ SIP ਮਿਉਚੁਅਲ ਫੰਡ 2022
SIP ਜਾਂ ਯੋਜਨਾਬੱਧਨਿਵੇਸ਼ ਯੋਜਨਾ ਕਰਨ ਲਈ ਇੱਕ ਵਧੀਆ ਤਰੀਕਾ ਹੈਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰੋ. ਮੋਤੀਲਾਲ ਦੁਆਰਾ ਪੇਸ਼ ਕੀਤੇ ਗਏ SIP ਯੋਜਨਾਵਾਂਮਿਉਚੁਅਲ ਫੰਡ ਨਿਯਮਤ ਤੌਰ 'ਤੇ ਇੱਕ ਨਿਸ਼ਚਿਤ ਰਕਮ ਨੂੰ ਬਚਾਉਣ ਦਾ ਇੱਕ ਵਧੀਆ ਤਰੀਕਾ ਹੈਆਧਾਰ ਜਿਵੇਂ ਹਫ਼ਤਾਵਾਰੀ/ਮਾਸਿਕ/ਤਿਮਾਹੀ। ਇਹ ਨਿਯਮਤ ਬੱਚਤਾਂ ਨੂੰ ਉਤਸ਼ਾਹਿਤ ਕਰਦਾ ਹੈ ਅਤੇ ਲਾਭ ਵੀ ਦਿੰਦਾ ਹੈਮਿਸ਼ਰਿਤ ਕਰਨ ਦੀ ਸ਼ਕਤੀ.
ਇੱਕ SIP ਯੋਜਨਾ ਨਾਲ ਤੁਸੀਂ ਮਜ਼ਬੂਤ ਦੌਲਤ ਬਣਾਉਣ ਲਈ ਆਸਾਨੀ ਨਾਲ ਲੰਬੇ ਸਮੇਂ ਲਈ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹੋ। ਕਿਉਂਕਿ, ਰਕਮ ਨੂੰ ਨਿਯਮਤ ਅੰਤਰਾਲਾਂ 'ਤੇ ਨਿਵੇਸ਼ ਕੀਤਾ ਜਾਂਦਾ ਹੈ, ਇਹ ਦੇ ਪ੍ਰਭਾਵ ਨੂੰ ਵੀ ਘਟਾਉਂਦਾ ਹੈਬਜ਼ਾਰ ਅਸਥਿਰਤਾ ਨਾਲ ਇੱਕSIP ਨਿਵੇਸ਼, ਨਿਵੇਸ਼ਕ ਆਪਣੇ ਵੱਖ-ਵੱਖ ਟੀਚਿਆਂ ਦੀ ਵੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦੇ ਹਨ ਜਿਵੇਂ ਕਿ ਰਿਟਾਇਰਮੈਂਟ, ਵਿਆਹ, ਘਰ/ਵਾਹਨ ਦੀ ਖਰੀਦ ਜਾਂ ਉੱਚ ਸਿੱਖਿਆ ਆਦਿ।
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ਮੋਤੀਲਾਲ ਮਿਉਚੁਅਲ ਫੰਡ ਐਸਆਈਪੀ ਵਿੱਚ ਕਿਉਂ ਨਿਵੇਸ਼ ਕਰੋ?
ਮੋਤੀਲਾਲ ਐੱਮਐੱਫ ਦੇ ਨਾਲ ਇੱਕ ਪ੍ਰਣਾਲੀਗਤ ਨਿਵੇਸ਼ ਯੋਜਨਾ ਬਣਾਉਣ ਲਈ ਕਿਸੇ ਨੂੰ ਵੱਡੀ ਰਕਮ ਦੀ ਲੋੜ ਨਹੀਂ ਹੁੰਦੀ ਹੈਨਿਵੇਸ਼ ਕਿਉਂਕਿ ਸ਼ੁਰੂਆਤੀ ਰਕਮ 500 ਰੁਪਏ ਤੋਂ ਘੱਟ ਹੈ।
ਮੋਤੀਲਾਲ SIP ਮਿਉਚੁਅਲ ਫੰਡ ਛੋਟੀ ਉਮਰ ਤੋਂ ਹੀ ਬੱਚਤ ਦੀ ਆਦਤ ਬਣਾਉਣ ਲਈ ਉਤਸ਼ਾਹਿਤ ਕਰਦਾ ਹੈ
ਇੱਕ SIP ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਕੇ ਕੋਈ ਆਪਣੀ ਲੰਬੀ ਮਿਆਦ ਦੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦਾ ਹੈਵਿੱਤੀ ਟੀਚੇ ਜਿਵੇਂ ਕਿ ਕਾਰ/ਘਰ ਖਰੀਦਣਾ, ਅੰਤਰਰਾਸ਼ਟਰੀ ਯਾਤਰਾ ਲਈ ਬੱਚਤ ਕਰਨਾ, ਬੱਚੇ ਦੀ ਪੜ੍ਹਾਈ ਲਈ ਬੱਚਤ ਕਰਨਾ,ਰਿਟਾਇਰਮੈਂਟ ਦੀ ਯੋਜਨਾਬੰਦੀ ਜਾਂ ਕੋਈ ਹੋਰ ਸੰਪਤੀ ਖਰੀਦਣ ਲਈ।
ਇਹ ਧਿਆਨ ਵਿੱਚ ਰੱਖਦੇ ਹੋਏ ਕਿ ਇੱਕ ਯੋਜਨਾਬੱਧ ਨਿਵੇਸ਼ ਯੋਜਨਾ ਲੰਬੇ ਸਮੇਂ ਵਿੱਚ ਫੈਲੀ ਹੋਈ ਹੈ, ਇੱਕ ਸਟਾਕ ਮਾਰਕੀਟ ਦੇ ਸਾਰੇ ਦੌਰ, ਉਤਰਾਅ-ਚੜ੍ਹਾਅ ਅਤੇ ਹੋਰ ਮਹੱਤਵਪੂਰਨ ਤੌਰ 'ਤੇ ਗਿਰਾਵਟ ਨੂੰ ਫੜਦਾ ਹੈ। ਮੰਦੀ ਵਿੱਚ, ਜਦੋਂ ਡਰ ਜ਼ਿਆਦਾਤਰ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਫੜਦਾ ਹੈ, SIP ਕਿਸ਼ਤਾਂ ਇਹ ਯਕੀਨੀ ਬਣਾਉਂਦੀਆਂ ਰਹਿੰਦੀਆਂ ਹਨ ਕਿ ਨਿਵੇਸ਼ਕ "ਘੱਟ" ਖਰੀਦਦੇ ਹਨ।
ਇਸ ਲਈ, ਅੱਜ ਹੀ ਵਿੱਚ ਇੱਕ SIP ਸ਼ੁਰੂ ਕਰੋਇਕੁਇਟੀ ਫੰਡ ਇਹਨਾਂ ਚੋਟੀ ਦੇ 4 ਸਭ ਤੋਂ ਵਧੀਆ ਮੋਤੀਲਾਲ SIP ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਕੇ। ਇਹਨਾਂ ਫੰਡਾਂ ਨੂੰ ਕੁਝ ਮਾਪਦੰਡ ਜਿਵੇਂ ਕਿ ਏ.ਯੂ.ਐਮ.ਨਹੀ ਹਨ, ਪਿਛਲੇ ਪ੍ਰਦਰਸ਼ਨ, ਪੀਅਰ ਔਸਤ ਰਿਟਰਨ, ਆਦਿ।
ਇਕੁਇਟੀ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਸਰਬੋਤਮ ਮੋਤੀਲਾਲ ਮਿਉਚੁਅਲ ਫੰਡ SIP
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Long Term Equity Fund Growth ₹52.4832
↓ -0.24 ₹4,223 500 1.8 13.7 -5.5 26.2 27.8 47.7 Motilal Oswal Midcap 30 Fund Growth ₹101.839
↓ -1.18 ₹34,780 500 0.5 11 -4.8 25.2 33.9 57.1 Motilal Oswal Multicap 35 Fund Growth ₹61.5604
↓ -0.87 ₹13,679 500 1 10.2 -2.1 21.8 20.9 45.7 Motilal Oswal Focused 25 Fund Growth ₹42.8189
↓ -0.28 ₹1,464 500 1 11.3 -15.8 9.4 14.2 13.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 4 Funds showcased
Commentary Motilal Oswal Long Term Equity Fund Motilal Oswal Midcap 30 Fund Motilal Oswal Multicap 35 Fund Motilal Oswal Focused 25 Fund Point 1 Lower mid AUM (₹4,223 Cr). Highest AUM (₹34,780 Cr). Upper mid AUM (₹13,679 Cr). Bottom quartile AUM (₹1,464 Cr). Point 2 Established history (10+ yrs). Established history (11+ yrs). Established history (11+ yrs). Oldest track record among peers (12 yrs). Point 3 Not Rated. Rating: 3★ (upper mid). Top rated. Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 27.76% (upper mid). 5Y return: 33.95% (top quartile). 5Y return: 20.86% (lower mid). 5Y return: 14.24% (bottom quartile). Point 6 3Y return: 26.23% (top quartile). 3Y return: 25.17% (upper mid). 3Y return: 21.79% (lower mid). 3Y return: 9.37% (bottom quartile). Point 7 1Y return: -5.51% (lower mid). 1Y return: -4.83% (upper mid). 1Y return: -2.13% (top quartile). 1Y return: -15.80% (bottom quartile). Point 8 Alpha: 7.18 (upper mid). Alpha: 4.99 (lower mid). Alpha: 9.76 (top quartile). Alpha: -9.87 (bottom quartile). Point 9 Sharpe: -0.26 (lower mid). Sharpe: -0.18 (upper mid). Sharpe: -0.06 (top quartile). Sharpe: -0.95 (bottom quartile). Point 10 Information ratio: 0.80 (top quartile). Information ratio: 0.57 (lower mid). Information ratio: 0.79 (upper mid). Information ratio: -0.80 (bottom quartile). Motilal Oswal Long Term Equity Fund
Motilal Oswal Midcap 30 Fund
Motilal Oswal Multicap 35 Fund
Motilal Oswal Focused 25 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 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 (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 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 1. Motilal Oswal Long Term Equity Fund
Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (25 Sep 25) ₹52.4832 ↓ -0.24 (-0.46 %) Net Assets (Cr) ₹4,223 on 31 Aug 25 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.26 Information Ratio 0.8 Alpha Ratio 7.18 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹16,372 31 Aug 22 ₹16,008 31 Aug 23 ₹19,372 31 Aug 24 ₹31,421 31 Aug 25 ₹29,948 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Sep 25 Duration Returns 1 Month 3.6% 3 Month 1.8% 6 Month 13.7% 1 Year -5.5% 3 Year 26.2% 5 Year 27.8% 10 Year 15 Year Since launch 16.9% 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 1.73 Yr. Rakesh Shetty 22 Nov 22 2.78 Yr. Atul Mehra 1 Oct 24 0.92 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 31.5% Financial Services 22.55% Consumer Cyclical 17.85% Technology 11.38% Basic Materials 5.89% Real Estate 4.55% Health Care 3.01% Communication Services 1.57% Asset Allocation
Asset Class Value Cash 1.68% Equity 98.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433206% ₹276 Cr 8,970,581 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE5% ₹200 Cr 1,231,856
↑ 176,651 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER4% ₹191 Cr 240,350 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX4% ₹191 Cr 248,438 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES4% ₹179 Cr 289,593
↓ -8,158 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 23 | BDL4% ₹171 Cr 1,056,315 Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM4% ₹155 Cr 430,073
↑ 12,083 Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON3% ₹152 Cr 24,702,337 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 24 | BEL3% ₹147 Cr 3,832,775
↓ -117,225 Piramal Enterprises Ltd (Financial Services)
Equity, Since 31 Jul 24 | 5003023% ₹146 Cr 1,168,384 2. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (25 Sep 25) ₹101.839 ↓ -1.18 (-1.14 %) Net Assets (Cr) ₹34,780 on 31 Aug 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.18 Information Ratio 0.57 Alpha Ratio 4.99 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 Aug 20 ₹10,000 31 Aug 21 ₹16,108 31 Aug 22 ₹20,215 31 Aug 23 ₹25,558 31 Aug 24 ₹41,687 31 Aug 25 ₹41,704 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Sep 25 Duration Returns 1 Month -1.4% 3 Month 0.5% 6 Month 11% 1 Year -4.8% 3 Year 25.2% 5 Year 33.9% 10 Year 15 Year Since launch 22.3% 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 0.92 Yr. Niket Shah 1 Jul 20 5.17 Yr. Rakesh Shetty 22 Nov 22 2.78 Yr. Sunil Sawant 1 Jul 24 1.17 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Technology 34.22% Industrials 18.95% Consumer Cyclical 16.7% Communication Services 3.85% Health Care 3.7% Financial Services 2.6% Real Estate 2.03% Asset Allocation
Asset Class Value Cash 17.96% Equity 82.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON11% ₹3,537 Cr 2,099,999
↑ 100,000 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE9% ₹3,147 Cr 18,000,050
↑ 50 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL9% ₹2,978 Cr 50,076,240
↑ 5,076,240 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT8% ₹2,787 Cr 5,400,005
↑ 150,005 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5002518% ₹2,634 Cr 5,250,000
↑ 257,861 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB6% ₹1,876 Cr 2,750,000
↑ 200,000 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433964% ₹1,511 Cr 13,869,997
↑ 3,773,933 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI4% ₹1,345 Cr 3,500,000 Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA4% ₹1,293 Cr 7,000,000
↑ 250,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH4% ₹1,242 Cr 9,969,361 3. Motilal Oswal Multicap 35 Fund
Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (25 Sep 25) ₹61.5604 ↓ -0.87 (-1.39 %) Net Assets (Cr) ₹13,679 on 31 Aug 25 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.06 Information Ratio 0.79 Alpha Ratio 9.76 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 Aug 20 ₹10,000 31 Aug 21 ₹14,206 31 Aug 22 ₹13,436 31 Aug 23 ₹15,316 31 Aug 24 ₹23,632 31 Aug 25 ₹24,334 Returns for Motilal Oswal Multicap 35 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Sep 25 Duration Returns 1 Month 0.6% 3 Month 1% 6 Month 10.2% 1 Year -2.1% 3 Year 21.8% 5 Year 20.9% 10 Year 15 Year Since launch 17.4% 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 0.92 Yr. Niket Shah 1 Jul 22 3.17 Yr. Rakesh Shetty 22 Nov 22 2.78 Yr. Atul Mehra 1 Oct 24 0.92 Yr. Sunil Sawant 1 Jul 24 1.17 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Technology 30.71% Industrials 20.55% Consumer Cyclical 16.57% Financial Services 9.39% Communication Services 8.31% Utility 5.9% Health Care 1.82% Asset Allocation
Asset Class Value Cash 6.74% Equity 93.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE10% ₹1,400 Cr 8,005,911
↓ -119,089 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB10% ₹1,364 Cr 2,000,000 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 25 | DIXON10% ₹1,347 Cr 800,000
↑ 175,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL9% ₹1,189 Cr 20,000,000
↑ 2,000,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT9% ₹1,187 Cr 2,300,000
↑ 100,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 5002517% ₹1,004 Cr 2,000,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | 5000937% ₹893 Cr 13,499,862
↑ 1,249,862 Siemens Energy India Ltd (Utilities)
Equity, Since 30 Jun 25 | ENRIN6% ₹809 Cr 2,500,000
↑ 49,500 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN5% ₹722 Cr 5,000,000
↑ 500,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901575% ₹720 Cr 4,999,500 4. Motilal Oswal Focused 25 Fund
Motilal Oswal Focused 25 Fund
Growth Launch Date 7 May 13 NAV (25 Sep 25) ₹42.8189 ↓ -0.28 (-0.65 %) Net Assets (Cr) ₹1,464 on 31 Aug 25 Category Equity - Focused AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio -0.95 Information Ratio -0.8 Alpha Ratio -9.87 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 Aug 20 ₹10,000 31 Aug 21 ₹14,668 31 Aug 22 ₹14,676 31 Aug 23 ₹15,833 31 Aug 24 ₹22,069 31 Aug 25 ₹18,046 Returns for Motilal Oswal Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Sep 25 Duration Returns 1 Month 0.6% 3 Month 1% 6 Month 11.3% 1 Year -15.8% 3 Year 9.4% 5 Year 14.2% 10 Year 15 Year Since launch 12.5% 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 Varun Sharma 14 Aug 25 0.05 Yr. Rakesh Shetty 22 Nov 22 2.78 Yr. Atul Mehra 1 Oct 24 0.92 Yr. Sunil Sawant 1 Jul 24 1.17 Yr. Data below for Motilal Oswal Focused 25 Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 26.67% Industrials 22.55% Technology 17% Consumer Cyclical 13.96% Consumer Defensive 4.35% Health Care 4.11% Basic Materials 2.43% Real Estate 2% Asset Allocation
Asset Class Value Cash 6.89% Equity 93.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity Religare Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | RELIGARE10% ₹153 Cr 5,678,060 Piramal Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5003028% ₹128 Cr 1,019,068 One97 Communications Ltd (Technology)
Equity, Since 30 Apr 23 | 5433967% ₹107 Cr 982,077 ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | ZFCVINDIA6% ₹97 Cr 73,261 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | RADICO4% ₹67 Cr 243,212
↓ -20,000 OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE4% ₹63 Cr 318,723 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Mar 25 | BDL4% ₹60 Cr 372,029
↓ -100,000 Suzlon Energy Ltd (Industrials)
Equity, Since 28 Feb 25 | SUZLON4% ₹57 Cr 9,320,333 Waaree Energies Ltd (Technology)
Equity, Since 31 Dec 24 | 5442774% ₹56 Cr 188,702 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jan 25 | MCX4% ₹55 Cr 71,152
SIP ਨਿਵੇਸ਼ ਕਿਵੇਂ ਵਧਦਾ ਹੈ?
ਇਹ ਜਾਣਨਾ ਚਾਹੁੰਦੇ ਹੋ ਕਿ ਜੇਕਰ ਤੁਸੀਂ ਕਿਸੇ ਖਾਸ ਸਮੇਂ ਲਈ ਮਹੀਨਾਵਾਰ ਇੱਕ ਨਿਸ਼ਚਿਤ ਰਕਮ ਦਾ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ ਤਾਂ ਤੁਹਾਡਾ SIP ਨਿਵੇਸ਼ ਕਿਵੇਂ ਵਧੇਗਾ? ਅਸੀਂ ਤੁਹਾਨੂੰ ਇੱਕ ਉਦਾਹਰਣ ਦੇ ਨਾਲ ਸਮਝਾਵਾਂਗੇ।
SIP ਕੈਲਕੁਲੇਟਰ ਜਾਂ SIP ਰਿਟਰਨ ਕੈਲਕੁਲੇਟਰ
SIP ਕੈਲਕੂਲੇਟਰ ਆਮ ਤੌਰ 'ਤੇ ਇਨਪੁਟ ਲੈਂਦੇ ਹਨ ਜਿਵੇਂ ਕਿ SIP ਨਿਵੇਸ਼ ਰਕਮ (ਟੀਚਾ) ਜੋ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦਾ ਹੈ, ਲੋੜੀਂਦੇ ਨਿਵੇਸ਼ ਦੇ ਸਾਲਾਂ ਦੀ ਸੰਖਿਆ, ਉਮੀਦ ਕੀਤੀ ਜਾਂਦੀ ਹੈ।ਮਹਿੰਗਾਈ ਦਰਾਂ (ਕਿਸੇ ਨੂੰ ਇਸ ਲਈ ਲੇਖਾ ਦੇਣਾ ਚਾਹੀਦਾ ਹੈ!) ਅਤੇ ਸੰਭਾਵਿਤ ਰਿਟਰਨ। ਇਸ ਲਈ, ਕੋਈ ਟੀਚਾ ਪ੍ਰਾਪਤ ਕਰਨ ਲਈ ਲੋੜੀਂਦੇ SIP ਰਿਟਰਨਾਂ ਦੀ ਗਣਨਾ ਕਰ ਸਕਦਾ ਹੈ!
ਮੰਨ ਲਓ, ਜੇਕਰ ਤੁਸੀਂ 10 ਰੁਪਏ ਦਾ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ,000 10 ਸਾਲਾਂ ਲਈ, ਦੇਖੋ ਕਿ ਤੁਹਾਡਾ SIP ਨਿਵੇਸ਼ ਕਿਵੇਂ ਵਧਦਾ ਹੈ-
ਮਹੀਨਾਵਾਰ ਨਿਵੇਸ਼: INR 10,000
ਨਿਵੇਸ਼ ਦੀ ਮਿਆਦ: 10 ਸਾਲ
ਨਿਵੇਸ਼ ਕੀਤੀ ਗਈ ਕੁੱਲ ਰਕਮ: INR 12,00,000
ਲੰਬੇ ਸਮੇਂ ਦੀ ਵਿਕਾਸ ਦਰ (ਲਗਭਗ): 15%
ਦੇ ਅਨੁਸਾਰ ਸੰਭਾਵਿਤ ਰਿਟਰਨsip ਕੈਲਕੁਲੇਟਰ: 27,86,573 ਰੁਪਏ
ਕੁੱਲ ਲਾਭ: 15,86,573 ਰੁਪਏ (ਸੰਪੂਰਨ ਵਾਪਸੀ= 132.2%)
ਉਪਰੋਕਤ ਗਣਨਾਵਾਂ ਦਰਸਾਉਂਦੀਆਂ ਹਨ ਕਿ ਜੇਕਰ ਤੁਸੀਂ 10 ਸਾਲਾਂ ਲਈ INR 10,000 ਮਹੀਨਾਵਾਰ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ (ਕੁੱਲ INR12,00,000) ਤੁਸੀਂ ਕਮਾਈ ਕਰੋਗੇ27,86,573 ਰੁਪਏ, ਜਿਸਦਾ ਮਤਲਬ ਹੈ ਕਿ ਤੁਸੀਂ ਜੋ ਸ਼ੁੱਧ ਲਾਭ ਕਮਾਉਂਦੇ ਹੋ15,86,573 ਰੁਪਏ. ਕੀ ਇਹ ਬਹੁਤ ਵਧੀਆ ਨਹੀਂ ਹੈ!
ਮੋਤੀਲਾਲ ਮਿਉਚੁਅਲ ਫੰਡ ਐਸਆਈਪੀ ਔਨਲਾਈਨ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?
Fincash.com 'ਤੇ ਜੀਵਨ ਭਰ ਲਈ ਮੁਫਤ ਨਿਵੇਸ਼ ਖਾਤਾ ਖੋਲ੍ਹੋ।
ਆਪਣੀ ਰਜਿਸਟ੍ਰੇਸ਼ਨ ਅਤੇ ਕੇਵਾਈਸੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਪੂਰਾ ਕਰੋ
ਦਸਤਾਵੇਜ਼ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ) ਅੱਪਲੋਡ ਕਰੋ।ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਤਿਆਰ ਹੋ!
ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
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Research Highlights for Motilal Oswal Long Term Equity Fund