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 October 20, 2024 , 7846 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.

Ready to Invest?
Talk to our investment specialist

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	₹103.311 ↓ -2.17	₹18,604	500	6.3	27.8	64.6	33.6	31.9	41.7
Motilal Oswal Long Term Equity Fund Growth	₹52.7325 ↓ -1.63	₹4,195	500	10.2	22.7	62	25	23.8	37
Motilal Oswal Multicap 35 Fund Growth	₹59.9255 ↓ -1.31	₹12,564	500	6.5	21.7	53	18.4	17.7	31
Motilal Oswal Focused 25 Fund Growth	₹47.25 ↓ -1.08	₹2,130	500	2.2	11.4	28.7	11.2	15.1	18.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Oct 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 24.5% 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 (22 Oct 24)	₹103.311 ↓ -2.17 (-2.06 %)
Net Assets (Cr)	₹18,604 on 30 Sep 24
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	0.66
Sharpe Ratio	3.44
Information Ratio	1.23
Alpha Ratio	22.5
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
30 Sep 19	₹10,000
30 Sep 20	₹9,728
30 Sep 21	₹16,314
30 Sep 22	₹20,069
30 Sep 23	₹24,293
30 Sep 24	₹41,736

Motilal Oswal Midcap 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502 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 22 Oct 24

Duration	Returns
1 Month	-3.8%
3 Month	6.3%
6 Month	27.8%
1 Year	64.6%
3 Year	33.6%
5 Year	31.9%
10 Year
15 Year
Since launch	24.5%

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
Ajay Khandelwal	1 Oct 24	0 Yr.
Niket Shah	1 Jul 20	4.25 Yr.
Santosh Singh	1 Oct 24	0 Yr.
Rakesh Shetty	22 Nov 22	1.86 Yr.
Sunil Sawant	1 Jul 24	0.25 Yr.

Data below for Motilal Oswal Midcap 30 Fund as on 30 Sep 24

Equity Sector Allocation

Sector	Value
Industrials	22.85%
Technology	20.91%
Consumer Cyclical	17.5%
Financial Services	8.81%
Health Care	4.47%
Basic Materials	3.7%
Real Estate	2.73%

Asset Allocation

Asset Class	Value
Cash	19.02%
Equity	80.98%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	10%	₹1,855 Cr	25,400,000 ↑ 400,000
Polycab India Ltd (Industrials) Equity, Since 30 Sep 23 \| POLYCAB	10%	₹1,774 Cr	2,550,000 ↑ 450,000
Jio Financial Services Ltd (Financial Services) Equity, Since 31 Aug 23 \| JIOFIN	9%	₹1,640 Cr	46,773,159 ↑ 13,873,159
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	8%	₹1,579 Cr	2,250,000 ↑ 650,000
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	8%	₹1,472 Cr	2,700,000 ↓ -13,800
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 31 Jul 20 \| TIINDIA	6%	₹1,070 Cr	2,467,811 ↑ 217,811
Voltas Ltd (Industrials) Equity, Since 31 Oct 17 \| VOLTAS	5%	₹923 Cr	5,000,000
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 28 Feb 23 \| BALKRISIND	4%	₹717 Cr	2,350,000 ↑ 124,002
Zomato Ltd (Consumer Cyclical) Equity, Since 30 Apr 23 \| 543320	4%	₹683 Cr	25,000,000 ↓ -500,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Mar 24 \| MAXHEALTH	3%	₹540 Cr	5,481,171 ↑ 981,171

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 18.6% 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 (22 Oct 24)	₹52.7325 ↓ -1.63 (-3.01 %)
Net Assets (Cr)	₹4,195 on 30 Sep 24
Category	Equity - ELSS
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	0.74
Sharpe Ratio	3.95
Information Ratio	1.41
Alpha Ratio	18.6
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Sep 19	₹10,000
30 Sep 20	₹9,154
30 Sep 21	₹15,242
30 Sep 22	₹14,688
30 Sep 23	₹18,482
30 Sep 24	₹30,785

Motilal Oswal Long Term Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 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 22 Oct 24

Duration	Returns
1 Month	-4.1%
3 Month	10.2%
6 Month	22.7%
1 Year	62%
3 Year	25%
5 Year	23.8%
10 Year
15 Year
Since launch	18.6%

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	0.81 Yr.
Niket Shah	17 Oct 23	0.96 Yr.
Santosh Singh	1 Oct 24	0 Yr.
Rakesh Shetty	22 Nov 22	1.86 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 30 Sep 24

Equity Sector Allocation

Sector	Value
Industrials	33.17%
Consumer Cyclical	26.81%
Financial Services	16.49%
Real Estate	7.84%
Technology	5.61%
Health Care	5.12%
Basic Materials	4.17%

Asset Allocation

Asset Class	Value
Cash	0.8%
Equity	99.2%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Trent Ltd (Consumer Cyclical) Equity, Since 31 Aug 22 \| 500251	8%	₹322 Cr	425,260 ↓ -14,330
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Oct 23 \| 543320	8%	₹322 Cr	11,778,337 ↓ -771,663
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Oct 23 \| KALYANKJIL	6%	₹241 Cr	3,296,932
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Oct 23 \| PRESTIGE	5%	₹195 Cr	1,055,205
Suzlon Energy Ltd (Industrials) Equity, Since 31 Jan 24 \| SUZLON	5%	₹193 Cr	24,068,813
Inox Wind Ltd (Industrials) Equity, Since 31 Dec 23 \| INOXWIND	4%	₹189 Cr	7,946,960
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials) Equity, Since 28 Feb 23 \| FLUOROCHEM	4%	₹175 Cr	408,886 ↑ 100,000
Kaynes Technology India Ltd (Industrials) Equity, Since 30 Jun 23 \| KAYNES	4%	₹162 Cr	297,751 ↓ -863
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 30 Nov 23 \| 500093	3%	₹142 Cr	1,875,000
Apar Industries Ltd (Industrials) Equity, Since 31 Dec 23 \| APARINDS	3%	₹141 Cr	148,305

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 18.6% 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 (22 Oct 24)	₹59.9255 ↓ -1.31 (-2.13 %)
Net Assets (Cr)	₹12,564 on 30 Sep 24
Category	Equity - Multi Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0.94
Sharpe Ratio	4.26
Information Ratio	0.33
Alpha Ratio	22.06
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
30 Sep 19	₹10,000
30 Sep 20	₹9,548
30 Sep 21	₹13,582
30 Sep 22	₹12,868
30 Sep 23	₹14,757
30 Sep 24	₹24,029

Motilal Oswal Multicap 35 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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 22 Oct 24

Duration	Returns
1 Month	-4.9%
3 Month	6.5%
6 Month	21.7%
1 Year	53%
3 Year	18.4%
5 Year	17.7%
10 Year
15 Year
Since launch	18.6%

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
Ajay Khandelwal	1 Oct 24	0 Yr.
Niket Shah	1 Jul 22	2.25 Yr.
Santosh Singh	1 Aug 23	1.17 Yr.
Rakesh Shetty	22 Nov 22	1.86 Yr.
Atul Mehra	1 Oct 24	0 Yr.
Sunil Sawant	1 Jul 24	0.25 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 30 Sep 24

Equity Sector Allocation

Sector	Value
Consumer Cyclical	18.64%
Technology	16.55%
Financial Services	16.45%
Industrials	16.34%
Communication Services	9.29%

Asset Allocation

Asset Class	Value
Cash	22.75%
Equity	77.25%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| KALYANKJIL	10%	₹1,268 Cr	17,363,181 ↓ -1,136,819
Jio Financial Services Ltd (Financial Services) Equity, Since 31 Jul 23 \| JIOFIN	9%	₹1,121 Cr	31,971,347 ↓ -528,653
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 23 \| PERSISTENT	8%	₹1,022 Cr	1,875,000 ↓ -44,829
Polycab India Ltd (Industrials) Equity, Since 31 Jan 24 \| POLYCAB	8%	₹974 Cr	1,400,000 ↑ 84,270
Coforge Ltd (Technology) Equity, Since 31 May 23 \| COFORGE	7%	₹912 Cr	1,300,000 ↑ 50,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Apr 24 \| 890157	5%	₹654 Cr	5,000,000 ↑ 175,000
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Mar 23 \| CHOLAFIN	5%	₹627 Cr	3,900,000
Trent Ltd (Consumer Cyclical) Equity, Since 31 Jan 23 \| 500251	5%	₹568 Cr	750,000 ↓ -850,000
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 31 May 22 \| TIINDIA	4%	₹542 Cr	1,250,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIARTL	4%	₹513 Cr	3,000,000

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 14.5% 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 (22 Oct 24)	₹47.25 ↓ -1.08 (-2.24 %)
Net Assets (Cr)	₹2,130 on 30 Sep 24
Category	Equity - Focused
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	0.94
Sharpe Ratio	2.65
Information Ratio	-0.58
Alpha Ratio	9.71
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
30 Sep 19	₹10,000
30 Sep 20	₹9,989
30 Sep 21	₹14,800
30 Sep 22	₹14,221
30 Sep 23	₹15,824
30 Sep 24	₹22,289

Motilal Oswal Focused 25 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 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 22 Oct 24

Duration	Returns
1 Month	-7.4%
3 Month	2.2%
6 Month	11.4%
1 Year	28.7%
3 Year	11.2%
5 Year	15.1%
10 Year
15 Year
Since launch	14.5%

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
Ajay Khandelwal	1 Oct 24	0 Yr.
Santosh Singh	1 Aug 23	1.17 Yr.
Rakesh Shetty	22 Nov 22	1.86 Yr.
Atul Mehra	1 Oct 24	0 Yr.
Sunil Sawant	1 Jul 24	0.25 Yr.

Data below for Motilal Oswal Focused 25 Fund as on 30 Sep 24

Equity Sector Allocation

Sector	Value
Financial Services	35.4%
Consumer Cyclical	34.56%
Technology	12.09%
Industrials	11.02%
Health Care	2.26%
Basic Materials	1.86%
Communication Services	1.45%

Asset Allocation

Asset Class	Value
Cash	1.36%
Equity	98.64%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Religare Enterprises Ltd (Financial Services) Equity, Since 31 Aug 23 \| RELIGARE	10%	₹219 Cr	7,518,595 ↓ -233,748
Star Health and Allied Insurance Co Ltd (Financial Services) Equity, Since 31 Jul 23 \| 543412	10%	₹206 Cr	3,393,128 ↑ 300,000
Samvardhana Motherson International Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| MOTHERSON	10%	₹206 Cr	9,736,042 ↓ -147,369
ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical) Equity, Since 31 Dec 23 \| ZFCVINDIA	9%	₹200 Cr	125,908
FSN E-Commerce Ventures Ltd (Consumer Cyclical) Equity, Since 30 Nov 23 \| 543384	9%	₹187 Cr	9,567,722 ↑ 400,000
Piramal Enterprises Ltd (Financial Services) Equity, Since 31 Aug 23 \| 500302	7%	₹151 Cr	1,370,960 ↓ -86,000
L&T Technology Services Ltd (Technology) Equity, Since 30 Apr 23 \| LTTS	6%	₹137 Cr	256,491 ↓ -27,126
Dreamfolks Services Ltd (Industrials) Equity, Since 31 Oct 23 \| DREAMFOLKS	5%	₹115 Cr	2,501,046
Fino Payments Bank Ltd (Financial Services) Equity, Since 31 Aug 23 \| 543386	3%	₹70 Cr	1,753,880
HDFC Life Insurance Co Ltd (Financial Services) Equity, Since 30 Nov 17 \| HDFCLIFE	3%	₹70 Cr	969,806 ↓ -200,000

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!

Get Started

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.