Top 4 Motilal SIP Mutual Funds 2024 - Fincash.com

Table of Contents

Why Invest in Motilal Mutual Fund SIP?
Best Motilal Mutual Fund SIP to Invest in Equity Funds
How Does SIP Investment Grow?
- SIP Calculator or SIP Return Calculator
How to Invest in Motilal Mutual Fund SIP Online?
Top 4 Funds

Top 4 Motilal SIP Mutual Funds 2024

Updated on April 24, 2024 , 7592 views

SIP or Systematic Investment plan is a great way to invest in Mutual Funds. The SIP plans offered by Motilal Mutual Fund is a great way to save a certain amount on a regular Basis like weekly/monthly/quarterly. This encourages regular savings and also give benefits of Power of Compounding.

With a SIP Plan you can easily stay invested for a longer duration to create strong wealth. Since, the amount is invested on regular intervals, it also reduces the impact of Market Volatility. With a SIP investment, investors can also plan their various goals like retirement, marriage, purchase of a house/vehicle or even a higher education, etc.

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Why Invest in Motilal Mutual Fund SIP?

To have a Systematic Investment Plan with a Motilal MF one does not require a massive amount of Investing as the starting amount is as low as Rs 500.
Motilal SIP mutual fund encourages in building a habit of savings from an early age
By investing in a SIP one can plan their long-term Financial goals like buying a car/house, saving for an international trip, saving for child’s education, Retirement planning or for buying any other assets.
Given that a systematic investment plan is spread over a long period of time, one catches all periods of the stock market, the ups and more importantly the downturns. In downturns, when fear catches most investors, SIP instalments continue ensuring the investors buy “low”.

So, start a SIP today in Equity Funds by investing in these top 4 best Motilal SIP funds. These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past performances, peer average returns, etc.

Best Motilal Mutual Fund SIP to Invest in Equity Funds

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
Motilal Oswal Midcap 30 Fund Growth	₹82.9836 ↑ 0.62	₹8,987	500	13.6	36.4	64.5	37.6	27	41.7
Motilal Oswal Long Term Equity Fund Growth	₹44.0816 ↓ -0.04	₹3,205	500	15.3	39.5	61.3	26.3	21.1	37
Motilal Oswal Multicap 35 Fund Growth	₹50.0147 ↑ 0.15	₹9,660	500	10.6	31.5	56.4	17.4	14.1	31
Motilal Oswal Focused 25 Fund Growth	₹42.91 ↓ -0.13	₹1,804	500	7.1	20.8	32.7	13.6	14.6	18.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Apr 24

1. 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 23.1% since its launch. Ranked 27 in Mid Cap category. Return for 2023 was 41.7% , 2022 was 10.7% and 2021 was 55.8% .

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (26 Apr 24)	₹82.9836 ↑ 0.62 (0.76 %)
Net Assets (Cr)	₹8,987 on 31 Mar 24
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.45
Sharpe Ratio	3.98
Information Ratio	1.03
Alpha Ratio	18.76
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 Mar 19	₹10,000
31 Mar 20	₹7,580
31 Mar 21	₹12,801
31 Mar 22	₹17,693
31 Mar 23	₹19,463
31 Mar 24	₹31,209

Motilal Oswal Midcap 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107 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 26 Apr 24

Duration	Returns
1 Month	6.3%
3 Month	13.6%
6 Month	36.4%
1 Year	64.5%
3 Year	37.6%
5 Year	27%
10 Year
15 Year
Since launch	23.1%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014

Fund Manager information for Motilal Oswal Midcap 30 Fund

Name	Since	Tenure
Niket Shah	1 Jul 20	3.75 Yr.
Ankush Sood	11 Nov 22	1.39 Yr.
Rakesh Shetty	22 Nov 22	1.36 Yr.

Data below for Motilal Oswal Midcap 30 Fund as on 31 Mar 24

Equity Sector Allocation

Sector	Value
Technology	21.43%
Industrials	20.27%
Consumer Cyclical	18.03%
Financial Services	10.97%
Real Estate	7.82%
Basic Materials	4.24%
Communication Services	1.86%
Health Care	0.7%

Asset Allocation

Asset Class	Value
Cash	14.68%
Equity	85.32%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Jio Financial Services Ltd (Financial Services) Equity, Since 31 Aug 23 \| 543940	11%	₹930 Cr	30,000,000
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	10%	₹841 Cr	975,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	10%	₹814 Cr	20,500,000 ↑ 20,500,000
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 31 Jul 20 \| TIINDIA	8%	₹706 Cr	2,025,000 ↑ 50,000
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Jul 23 \| PRESTIGE	6%	₹525 Cr	4,500,000
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	6%	₹524 Cr	800,000
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 Mar 21 \| 500093	5%	₹443 Cr	10,000,000
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 28 Feb 23 \| BALKRISIND	5%	₹384 Cr	1,725,000
Deepak Nitrite Ltd (Basic Materials) Equity, Since 30 Sep 22 \| DEEPAKNTR	4%	₹360 Cr	1,625,000 ↓ -200,000
Zomato Ltd (Consumer Cyclical) Equity, Since 30 Apr 23 \| 543320	4%	₹331 Cr	20,000,000 ↓ -20,000,000

2. 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 17.4% since its launch. Return for 2023 was 37% , 2022 was 1.8% and 2021 was 32.1% .

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 (26 Apr 24)	₹44.0816 ↓ -0.04 (-0.10 %)
Net Assets (Cr)	₹3,205 on 31 Mar 24
Category	Equity - ELSS
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.68
Sharpe Ratio	3.51
Information Ratio	0.61
Alpha Ratio	13.5
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Mar 19	₹10,000
31 Mar 20	₹7,890
31 Mar 21	₹12,936
31 Mar 22	₹14,746
31 Mar 23	₹15,621
31 Mar 24	₹24,072

Motilal Oswal Long Term Equity Fund SIP 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 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 26 Apr 24

Duration	Returns
1 Month	8.9%
3 Month	15.3%
6 Month	39.5%
1 Year	61.3%
3 Year	26.3%
5 Year	21.1%
10 Year
15 Year
Since launch	17.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	37%
2022	1.8%
2021	32.1%
2020	8.8%
2019	13.2%
2018	-8.7%
2017	44%
2016	12.5%
2015
2014

Fund Manager information for Motilal Oswal Long Term Equity Fund

Name	Since	Tenure
Ajay Khandelwal	11 Dec 23	0.31 Yr.
Niket Shah	17 Oct 23	0.46 Yr.
Rakesh Shetty	22 Nov 22	1.36 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 31 Mar 24

Equity Sector Allocation

Sector	Value
Financial Services	25.57%
Industrials	25.48%
Consumer Cyclical	17%
Health Care	12.1%
Real Estate	7.01%
Basic Materials	4.97%
Technology	3.76%
Utility	2.69%

Asset Allocation

Asset Class	Value
Cash	1.43%
Equity	98.57%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Oct 23 \| 543320	7%	₹215 Cr	13,000,000
Jio Financial Services Ltd (Financial Services) Equity, Since 31 Oct 23 \| 543940	7%	₹211 Cr	6,800,000
Trent Ltd (Consumer Cyclical) Equity, Since 31 Aug 22 \| 500251	6%	₹184 Cr	474,799
Global Health Ltd (Healthcare) Equity, Since 30 Nov 22 \| MEDANTA	5%	₹168 Cr	1,235,145 ↓ -285,352
IndusInd Bank Ltd (Financial Services) Equity, Since 31 Mar 23 \| INDUSINDBK	5%	₹147 Cr	1,000,000
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Oct 23 \| PRESTIGE	4%	₹134 Cr	1,150,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Oct 23 \| KALYANKJIL	4%	₹131 Cr	3,296,932 ↑ 1,113,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Jul 23 \| INDIGO	4%	₹128 Cr	406,055 ↓ -50,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 18 \| ICICIBANK	4%	₹123 Cr	1,170,000
Infosys Ltd (Technology) Equity, Since 31 Aug 20 \| INFY	4%	₹117 Cr	700,000

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.

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 17.5% since its launch. Ranked 5 in Multi Cap category. Return for 2023 was 31% , 2022 was -3% and 2021 was 15.3% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund Growth
Launch Date	28 Apr 14
NAV (26 Apr 24)	₹50.0147 ↑ 0.15 (0.30 %)
Net Assets (Cr)	₹9,660 on 31 Mar 24
Category	Equity - Multi Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.41
Sharpe Ratio	5.58
Information Ratio	-0.56
Alpha Ratio	24.89
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 Mar 19	₹10,000
31 Mar 20	₹7,501
31 Mar 21	₹12,129
31 Mar 22	₹12,417
31 Mar 23	₹12,009
31 Mar 24	₹18,543

Motilal Oswal Multicap 35 Fund SIP 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 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 26 Apr 24

Duration	Returns
1 Month	5.2%
3 Month	10.6%
6 Month	31.5%
1 Year	56.4%
3 Year	17.4%
5 Year	14.1%
10 Year
15 Year
Since launch	17.5%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014

Fund Manager information for Motilal Oswal Multicap 35 Fund

Name	Since	Tenure
Niket Shah	1 Jul 22	1.75 Yr.
Ankush Sood	25 Aug 21	2.6 Yr.
Santosh Singh	1 Aug 23	0.67 Yr.
Rakesh Shetty	22 Nov 22	1.36 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 31 Mar 24

Equity Sector Allocation

Sector	Value
Consumer Cyclical	23.78%
Financial Services	22.14%
Industrials	20.31%
Technology	16.88%
Real Estate	3.1%
Basic Materials	2.35%
Health Care	0.36%

Asset Allocation

Asset Class	Value
Cash	11.09%
Equity	88.91%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Jio Financial Services Ltd (Financial Services) Equity, Since 31 Jul 23 \| 543940	12%	₹1,163 Cr	37,500,000 ↓ -393,057
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 23 \| PERSISTENT	10%	₹903 Cr	1,045,911 ↓ -4,069
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 31 May 22 \| TIINDIA	9%	₹802 Cr	2,299,657 ↑ 24,657
Coforge Ltd (Technology) Equity, Since 31 May 23 \| COFORGE	7%	₹688 Cr	1,050,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| KALYANKJIL	6%	₹554 Cr	13,947,965 ↑ 11,947,965
Zomato Ltd (Consumer Cyclical) Equity, Since 30 Apr 23 \| 543320	5%	₹496 Cr	30,000,000 ↓ -15,000,000
Polycab India Ltd (Industrials) Equity, Since 31 Jan 24 \| POLYCAB	5%	₹475 Cr	1,000,000
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Mar 23 \| CHOLAFIN	4%	₹408 Cr	3,750,000 ↓ -2,250,000
ICICI Bank Ltd (Financial Services) Equity, Since 28 Feb 21 \| ICICIBANK	3%	₹316 Cr	3,000,000 ↓ -2,000,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 21 \| LT	3%	₹296 Cr	850,000

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 14.2% since its launch. Ranked 28 in Focused category. Return for 2023 was 18.8% , 2022 was 2% and 2021 was 14.6% .

Below is the key information for Motilal Oswal Focused 25 Fund

Motilal Oswal Focused 25 Fund Growth
Launch Date	7 May 13
NAV (26 Apr 24)	₹42.91 ↓ -0.13 (-0.31 %)
Net Assets (Cr)	₹1,804 on 31 Mar 24
Category	Equity - Focused
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.64
Sharpe Ratio	2.17
Information Ratio	-1.23
Alpha Ratio	3.96
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 Mar 19	₹10,000
31 Mar 20	₹8,644
31 Mar 21	₹13,823
31 Mar 22	₹14,602
31 Mar 23	₹14,695
31 Mar 24	₹19,170

Motilal Oswal Focused 25 Fund SIP 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 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 26 Apr 24

Duration	Returns
1 Month	6.1%
3 Month	7.1%
6 Month	20.8%
1 Year	32.7%
3 Year	13.6%
5 Year	14.6%
10 Year
15 Year
Since launch	14.2%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014	44.2%

Fund Manager information for Motilal Oswal Focused 25 Fund

Name	Since	Tenure
Ankush Sood	11 Nov 22	1.39 Yr.
Santosh Singh	1 Aug 23	0.67 Yr.
Rakesh Shetty	22 Nov 22	1.36 Yr.

Data below for Motilal Oswal Focused 25 Fund as on 31 Mar 24

Equity Sector Allocation

Sector	Value
Financial Services	35%
Consumer Cyclical	20.49%
Industrials	19.56%
Technology	7.11%
Health Care	6.16%
Communication Services	5.33%
Energy	2.87%

Asset Allocation

Asset Class	Value
Cash	3.48%
Equity	96.52%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Star Health and Allied Insurance Co Ltd (Financial Services) Equity, Since 31 Jul 23 \| 543412	9%	₹162 Cr	2,890,377
Samvardhana Motherson International Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| MOTHERSON	9%	₹159 Cr	13,350,000
FSN E-Commerce Ventures Ltd (Consumer Cyclical) Equity, Since 30 Nov 23 \| 543384	7%	₹122 Cr	7,759,337 ↑ 269,605
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 Aug 23 \| SUNPHARMA	6%	₹110 Cr	700,000
L&T Technology Services Ltd (Technology) Equity, Since 30 Apr 23 \| LTTS	6%	₹101 Cr	191,381
BSE Ltd (Financial Services) Equity, Since 30 Sep 23 \| BSE	6%	₹99 Cr	418,772 ↓ -29,958
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 23 \| BHARTIARTL	5%	₹95 Cr	850,000 ↑ 100,000
ABB India Ltd (Industrials) Equity, Since 30 Apr 17 \| ABB	5%	₹90 Cr	164,540 ↓ -40,000
ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical) Equity, Since 31 Dec 23 \| ZFCVINDIA	5%	₹86 Cr	59,378 ↑ 8,864
Dreamfolks Services Ltd (Industrials) Equity, Since 31 Oct 23 \| DREAMFOLKS	5%	₹82 Cr	1,640,601 ↑ 158,000

How Does SIP Investment Grow?

Want to know how your SIP investment will grow if you invest a certain amount monthly for a specific period of time? We will explain you with an example.

SIP Calculator or SIP Return Calculator

SIP calculators usually take inputs such as the SIP investment amount(goal) one seeks to invest, the number of years of investing required, expected Inflation rates (one needs to account for this!) and expected returns. Hence, one can calculate the SIP returns required to achieve a goal!

Let’s suppose, if you invest INR 10,000 for 10 years, see how your SIP investment grows-

Monthly Investment: INR 10,000

Investment Period: 10 years

Total Amount Invested: INR 12,00,000

Long-term Growth Rate (approx.): 15%

Expected Returns as per sip calculator: INR 27,86,573

Net Profit: INR 15,86,573 (Absolute Return= 132.2%)

The above calculations show that if you invest INR 10,000 monthly for 10 years (a total of INR 12,00,000) you will earn INR 27,86,573, which means the net profit you make is INR 15,86,573. Isn’t it great!

How to Invest in Motilal Mutual Fund SIP Online?

Open Free Investment Account for Lifetime at Fincash.com.

Complete your Registration and KYC Process

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

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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.