+91-22-48913909Top 4 Motilal SIP Mutual Funds 2025
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 (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹99.4516
↓ -2.77 ₹33,053 500 4.3 2.1 1.8 27.4 33.3 57.1 Motilal Oswal Long Term Equity Fund Growth ₹50.1535
↓ -1.06 ₹4,506 500 9.7 6 3.2 24.5 25.1 47.7 Motilal Oswal Multicap 35 Fund Growth ₹59.6733
↓ -2.11 ₹13,894 500 3.4 4 6 22.1 18.5 45.7 Motilal Oswal Focused 25 Fund Growth ₹41.7458
↓ -0.65 ₹1,564 500 9.5 0.9 -10.6 8.6 12.6 13.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25 Research Highlights & Commentary of 4 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Motilal Oswal Long Term Equity Fund Motilal Oswal Multicap 35 Fund Motilal Oswal Focused 25 Fund Point 1 Highest AUM (₹33,053 Cr). Lower mid AUM (₹4,506 Cr). Upper mid AUM (₹13,894 Cr). Bottom quartile AUM (₹1,564 Cr). Point 2 Established history (11+ yrs). Established history (10+ yrs). Established history (11+ yrs). Oldest track record among peers (12 yrs). Point 3 Rating: 3★ (upper mid). Not Rated. 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: 33.29% (top quartile). 5Y return: 25.13% (upper mid). 5Y return: 18.51% (lower mid). 5Y return: 12.57% (bottom quartile). Point 6 3Y return: 27.39% (top quartile). 3Y return: 24.54% (upper mid). 3Y return: 22.15% (lower mid). 3Y return: 8.64% (bottom quartile). Point 7 1Y return: 1.83% (lower mid). 1Y return: 3.23% (upper mid). 1Y return: 5.98% (top quartile). 1Y return: -10.55% (bottom quartile). Point 8 Alpha: 3.89 (lower mid). Alpha: 6.93 (upper mid). Alpha: 8.72 (top quartile). Alpha: -7.99 (bottom quartile). Point 9 Sharpe: 0.23 (lower mid). Sharpe: 0.26 (upper mid). Sharpe: 0.42 (top quartile). Sharpe: -0.30 (bottom quartile). Point 10 Information ratio: 0.44 (lower mid). Information ratio: 1.02 (top quartile). Information ratio: 0.73 (upper mid). Information ratio: -0.80 (bottom quartile). Motilal Oswal Midcap 30 Fund
Motilal Oswal Long Term Equity Fund
Motilal Oswal Multicap 35 Fund
Motilal Oswal Focused 25 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. 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. Research Highlights for Motilal Oswal Long Term Equity Fund 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. 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 Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (08 Aug 25) ₹99.4516 ↓ -2.77 (-2.71 %) Net Assets (Cr) ₹33,053 on 30 Jun 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.66 Sharpe Ratio 0.23 Information Ratio 0.44 Alpha Ratio 3.89 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 Jul 20 ₹10,000 31 Jul 21 ₹16,540 31 Jul 22 ₹20,655 31 Jul 23 ₹26,047 31 Jul 24 ₹44,147 31 Jul 25 ₹44,850 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -3.5% 3 Month 4.3% 6 Month 2.1% 1 Year 1.8% 3 Year 27.4% 5 Year 33.3% 10 Year 15 Year Since launch 22.2% 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 0.83 Yr. Niket Shah 1 Jul 20 5.09 Yr. Rakesh Shetty 22 Nov 22 2.69 Yr. Sunil Sawant 1 Jul 24 1.08 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Technology 33.7% Industrials 18.11% Consumer Cyclical 17.65% Health Care 4.49% Communication Services 3.99% Real Estate 2.83% Financial Services 2.61% Asset Allocation
Asset Class Value Cash 17.17% Equity 82.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE10% ₹3,464 Cr 18,000,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT10% ₹3,172 Cr 5,250,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5002519% ₹3,104 Cr 4,992,139
↑ 2,848,945 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON9% ₹2,997 Cr 1,999,999
↑ 1,164,799 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL8% ₹2,501 Cr 45,000,000
↑ 1,509,750 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB5% ₹1,671 Cr 2,550,000
↑ 50,000 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI4% ₹1,327 Cr 3,500,000
↑ 750,000 Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA4% ₹1,318 Cr 6,750,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH4% ₹1,272 Cr 9,969,361 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 25 | KAYNES3% ₹975 Cr 1,599,306
↑ 1,599,306 2. Motilal Oswal Long Term Equity Fund
Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (08 Aug 25) ₹50.1535 ↓ -1.06 (-2.07 %) Net Assets (Cr) ₹4,506 on 30 Jun 25 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 0.74 Sharpe Ratio 0.26 Information Ratio 1.02 Alpha Ratio 6.93 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹15,917 31 Jul 22 ₹15,790 31 Jul 23 ₹19,504 31 Jul 24 ₹31,082 31 Jul 25 ₹32,246 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -4.8% 3 Month 9.7% 6 Month 6% 1 Year 3.2% 3 Year 24.5% 5 Year 25.1% 10 Year 15 Year Since launch 16.5% 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 1.64 Yr. Rakesh Shetty 22 Nov 22 2.69 Yr. Atul Mehra 1 Oct 24 0.83 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 35.64% Financial Services 20.78% Consumer Cyclical 18.73% Technology 10.72% Basic Materials 5.55% Real Estate 3.88% Health Care 3.27% Communication Services 0.61% Asset Allocation
Asset Class Value Cash 0.81% Equity 99.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433205% ₹237 Cr 8,970,581
↓ -953,111 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX5% ₹222 Cr 248,438
↑ 13,355 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002515% ₹214 Cr 344,266
↓ -80,994 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 23 | BDL5% ₹205 Cr 1,056,315 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES4% ₹181 Cr 297,751 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE4% ₹175 Cr 1,055,205 Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON4% ₹167 Cr 24,702,337 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 24 | BEL4% ₹166 Cr 3,950,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER4% ₹163 Cr 240,350 Waaree Energies Ltd (Technology)
Equity, Since 31 Oct 24 | 5442773% ₹153 Cr 487,045
↑ 28,725 3. Motilal Oswal Multicap 35 Fund
Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (08 Aug 25) ₹59.6733 ↓ -2.11 (-3.41 %) Net Assets (Cr) ₹13,894 on 30 Jun 25 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 0.94 Sharpe Ratio 0.42 Information Ratio 0.73 Alpha Ratio 8.72 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹13,752 31 Jul 22 ₹12,839 31 Jul 23 ₹14,742 31 Jul 24 ₹23,209 31 Jul 25 ₹24,769 Returns for Motilal Oswal Multicap 35 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -5.2% 3 Month 3.4% 6 Month 4% 1 Year 6% 3 Year 22.1% 5 Year 18.5% 10 Year 15 Year Since launch 17.2% 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 0.83 Yr. Niket Shah 1 Jul 22 3.09 Yr. Rakesh Shetty 22 Nov 22 2.69 Yr. Atul Mehra 1 Oct 24 0.83 Yr. Sunil Sawant 1 Jul 24 1.08 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Technology 29.47% Industrials 20.13% Consumer Cyclical 16.61% Communication Services 8.69% Financial Services 8.11% Utility 5.25% Health Care 1.84% Asset Allocation
Asset Class Value Cash 9.92% Equity 90.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE11% ₹1,564 Cr 8,125,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT10% ₹1,329 Cr 2,200,000 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB9% ₹1,310 Cr 2,000,000
↑ 57,695 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 5002519% ₹1,244 Cr 2,000,000
↑ 605,111 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL7% ₹1,001 Cr 18,000,000 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 25 | DIXON7% ₹936 Cr 625,000
↑ 611,700 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | 5000936% ₹836 Cr 12,250,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901576% ₹765 Cr 4,999,500 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN5% ₹733 Cr 4,500,000 Siemens Energy India Ltd (Utilities)
Equity, Since 30 Jun 25 | ENRIN5% ₹729 Cr 2,450,500
↑ 2,450,500 4. Motilal Oswal Focused 25 Fund
Motilal Oswal Focused 25 Fund
Growth Launch Date 7 May 13 NAV (08 Aug 25) ₹41.7458 ↓ -0.65 (-1.53 %) Net Assets (Cr) ₹1,564 on 30 Jun 25 Category Equity - Focused AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.94 Sharpe Ratio -0.3 Information Ratio -0.8 Alpha Ratio -7.99 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 Jul 20 ₹10,000 31 Jul 21 ₹13,888 31 Jul 22 ₹14,055 31 Jul 23 ₹16,003 31 Jul 24 ₹21,418 31 Jul 25 ₹19,061 Returns for Motilal Oswal Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -3.2% 3 Month 9.5% 6 Month 0.9% 1 Year -10.6% 3 Year 8.6% 5 Year 12.6% 10 Year 15 Year Since launch 12.4% 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 0.83 Yr. Rakesh Shetty 22 Nov 22 2.69 Yr. Atul Mehra 1 Oct 24 0.83 Yr. Sunil Sawant 1 Jul 24 1.08 Yr. Data below for Motilal Oswal Focused 25 Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 30.92% Financial Services 26.75% Technology 15.51% Consumer Cyclical 12.59% Health Care 4.48% Consumer Defensive 4.41% Basic Materials 2.4% Real Estate 2% Asset Allocation
Asset Class Value Cash 0.94% Equity 99.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity Religare Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | RELIGARE8% ₹126 Cr 5,678,060 Piramal Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5003027% ₹117 Cr 1,019,068
↓ -281,181 ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | ZFCVINDIA6% ₹98 Cr 73,261
↓ -7,377 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Mar 25 | BDL6% ₹92 Cr 472,029
↓ -103,324 One97 Communications Ltd (Technology)
Equity, Since 30 Apr 23 | 5433966% ₹91 Cr 982,077 OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE4% ₹70 Cr 318,723 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | RADICO4% ₹69 Cr 263,212
↓ -5,813 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jan 25 | MCX4% ₹64 Cr 71,152 Suzlon Energy Ltd (Industrials)
Equity, Since 28 Feb 25 | SUZLON4% ₹63 Cr 9,320,333 Zen Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | ZENTEC4% ₹59 Cr 300,000
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!
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.
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Research Highlights for Motilal Oswal Midcap 30 Fund