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Top 4 Motilal SIP Mutual Funds 2020 - Fincash.com

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Top 4 Motilal SIP Mutual Funds 2020

Updated on July 9, 2020 , 254 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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Motilal-SIP-Mutual-Funds

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

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Motilal Oswal Focused 25 Fund  Growth ₹22.5005
↓ -0.05
₹1,153 500 13.3-7.94.23.76.417.1
Motilal Oswal Multicap 35 Fund Growth ₹24.2692
↓ -0.01
₹10,237 500 17.7-10.3-5.206.37.9
Motilal Oswal Long Term Equity Fund Growth ₹15.9317
↓ -0.15
₹1,411 500 11.7-16.1-4.3-0.77.313.2
Motilal Oswal Midcap 30 Fund  Growth ₹22.4443
↓ -0.03
₹1,415 500 11.8-17-5.8-429.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

1. 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 12% since its launch.  Ranked 28 in Focused category.  Return for 2019 was 17.1% , 2018 was -4.2% and 2017 was 32.2% .

Below is the key information for Motilal Oswal Focused 25 Fund 

Motilal Oswal Focused 25 Fund 
Growth
Launch Date 7 May 13
NAV (10 Jul 20) ₹22.5005 ↓ -0.05   (-0.21 %)
Net Assets (Cr) ₹1,153 on 30 Apr 20
Category Equity - Focused
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio -0.04
Information Ratio -0.1
Alpha Ratio 12.54
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.

DateValue
30 Jun 15₹10,000
30 Jun 16₹9,818
30 Jun 17₹12,271
30 Jun 18₹13,202
30 Jun 19₹13,841
30 Jun 20₹13,346

Motilal Oswal Focused 25 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
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 10 Jul 20

DurationReturns
1 Month 5.9%
3 Month 13.3%
6 Month -7.9%
1 Year 4.2%
3 Year 3.7%
5 Year 6.4%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2019 17.1%
2018 -4.2%
2017 32.2%
2016 2.8%
2015 5.9%
2014 44.2%
2013
2012
2011
2010
Fund Manager information for Motilal Oswal Focused 25 Fund 
NameSinceTenure
Abhiroop Mukherjee7 May 137.15 Yr.
Siddharth Bothra23 Nov 163.6 Yr.

Data below for Motilal Oswal Focused 25 Fund  as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services40.4%
Health Care13.78%
Basic Materials10.01%
Industrials8.85%
Energy7.64%
Consumer Defensive7.6%
Consumer Cyclical5.95%
Technology4.99%
Asset Allocation
Asset ClassValue
Cash0.75%
Equity99.22%
Debt0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 13 | HDFCBANK
9%₹100 Cr1,048,600
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 13 | KOTAKBANK
8%₹87 Cr713,438
↑ 65,500
Reliance Industries Ltd (Energy)
Equity, Since 31 May 20 | RELIANCE
8%₹86 Cr585,000
↑ 585,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | 540376
8%₹85 Cr375,513
↓ -145,923
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540777
7%₹83 Cr1,592,360
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 19 | HDFC
7%₹79 Cr478,292
↑ 31,696
Abbott India Ltd (Healthcare)
Equity, Since 30 Apr 18 | 500488
6%₹65 Cr39,090
Container Corporation of India Ltd (Industrials)
Equity, Since 30 Apr 17 | 531344
5%₹59 Cr1,571,072
↓ -100,000
PI Industries Ltd (Basic Materials)
Equity, Since 29 Feb 20 | PIIND
5%₹57 Cr368,241
↑ 22,037
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
5%₹56 Cr284,085

2. 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 15.4% since its launch.  Ranked 5 in Multi Cap category.  Return for 2019 was 7.9% , 2018 was -7.8% and 2017 was 43.1% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (10 Jul 20) ₹24.2692 ↓ -0.01   (-0.04 %)
Net Assets (Cr) ₹10,237 on 30 Apr 20
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio -0.47
Information Ratio -0.45
Alpha Ratio 0.46
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.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,354
30 Jun 17₹13,503
30 Jun 18₹14,715
30 Jun 19₹15,098
30 Jun 20₹13,088

Motilal Oswal Multicap 35 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
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 10 Jul 20

DurationReturns
1 Month 9.1%
3 Month 17.7%
6 Month -10.3%
1 Year -5.2%
3 Year 0%
5 Year 6.3%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 7.9%
2018 -7.8%
2017 43.1%
2016 8.5%
2015 14.6%
2014
2013
2012
2011
2010
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure
Abhiroop Mukherjee28 Apr 146.18 Yr.
Akash Singhania17 May 191.13 Yr.
Herin Visaria26 Jul 190.93 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services36.61%
Consumer Cyclical16.1%
Consumer Defensive13.17%
Technology11.48%
Energy9.65%
Communication Services5.79%
Basic Materials4.11%
Health Care1.5%
Asset Allocation
Asset ClassValue
Cash1.59%
Equity98.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
9%₹856 Cr9,000,000
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540777
8%₹785 Cr15,000,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE
6%₹615 Cr4,200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
6%₹569 Cr10,300,000
↑ 10,300,000
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
6%₹567 Cr8,200,000
↓ -800,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 18 | TCS
6%₹562 Cr2,849,000
↓ -351,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 15 | MARUTI
6%₹561 Cr1,000,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 14 | HDFC
6%₹547 Cr3,300,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Jul 14 | 532432
5%₹495 Cr8,325,000
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | EICHERMOT
5%₹488 Cr295,000

3. 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 8.9% since its launch.  Return for 2019 was 13.2% , 2018 was -8.7% and 2017 was 44% .

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 (10 Jul 20) ₹15.9317 ↓ -0.15   (-0.96 %)
Net Assets (Cr) ₹1,411 on 30 Apr 20
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.2
Sharpe Ratio -0.31
Information Ratio -0.22
Alpha Ratio 5.28
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,615
30 Jun 17₹14,511
30 Jun 18₹15,949
30 Jun 19₹15,751
30 Jun 20₹14,156

Motilal Oswal Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
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 10 Jul 20

DurationReturns
1 Month 4.9%
3 Month 11.7%
6 Month -16.1%
1 Year -4.3%
3 Year -0.7%
5 Year 7.3%
10 Year
15 Year
Since launch 8.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 13.2%
2018 -8.7%
2017 44%
2016 12.5%
2015
2014
2013
2012
2011
2010
Fund Manager information for Motilal Oswal Long Term Equity Fund
NameSinceTenure
Aditya Khemani6 Sep 190.82 Yr.
Abhiroop Mukherjee21 Jan 155.44 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services38.27%
Consumer Cyclical15.78%
Consumer Defensive12.84%
Health Care9.03%
Industrials6.1%
Basic Materials4.04%
Communication Services3.83%
Real Estate3.43%
Energy3.12%
Technology3.11%
Asset Allocation
Asset ClassValue
Cash0.46%
Equity99.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | HDFCBANK
8%₹112 Cr1,180,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | ICICIBANK
8%₹106 Cr3,195,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | 500696
7%₹99 Cr480,000
↑ 195,000
United Breweries Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 532478
6%₹79 Cr827,725
Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Oct 19 | TORNTPHARM
5%₹75 Cr319,451
↑ 30,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | JUBLFOOD
5%₹70 Cr419,669
↓ -40,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 533398
4%₹60 Cr690,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 15 | MARUTI
4%₹56 Cr100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
4%₹53 Cr960,000
↑ 960,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
4%₹53 Cr1,372,653

4. 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 13.5% since its launch.  Ranked 27 in Mid Cap category.  Return for 2019 was 9.7% , 2018 was -12.7% and 2017 was 30.8% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (10 Jul 20) ₹22.4443 ↓ -0.03   (-0.11 %)
Net Assets (Cr) ₹1,415 on 30 Apr 20
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.85
Sharpe Ratio -0.45
Information Ratio 0.12
Alpha Ratio 1.62
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.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,401
30 Jun 17₹12,333
30 Jun 18₹12,469
30 Jun 19₹12,387
30 Jun 20₹10,767

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹323,701.
Net Profit of ₹23,701
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 10 Jul 20

DurationReturns
1 Month 5.7%
3 Month 11.8%
6 Month -17%
1 Year -5.8%
3 Year -4%
5 Year 2%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
2014
2013
2012
2011
2010
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Abhiroop Mukherjee24 Feb 146.35 Yr.
Niket Shah1 Mar 182.33 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 30 Apr 20

Equity Sector Allocation
SectorValue
Consumer Cyclical22.63%
Financial Services16.19%
Health Care14.14%
Consumer Defensive13.17%
Industrials9.23%
Basic Materials8.68%
Technology5.27%
Real Estate1.8%
Asset Allocation
Asset ClassValue
Cash8.88%
Equity91.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | CROMPTON
8%₹113 Cr5,039,666
↓ -380,334
Abbott India Ltd (Healthcare)
Equity, Since 30 Apr 20 | 500488
6%₹84 Cr50,000
↑ 24,990
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 20 | 524494
6%₹79 Cr527,500
↑ 128,939
Endurance Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Apr 20 | ENDURANCE
5%₹73 Cr1,000,000
Cblo / Reverse Repo Investments
CBLO | -
5%₹72 Cr7,209,000
↑ 7,209,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 30 Apr 20 | 540005
5%₹72 Cr400,000
↑ 90,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 20 | 500696
5%₹70 Cr340,000
↑ 340,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 29 Feb 20 | 540376
5%₹66 Cr290,000
↑ 65,603
Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 20 | 506395
5%₹64 Cr1,000,000
↑ 1,000,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | 540611
4%₹55 Cr1,400,000
↓ -680,676

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?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. 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.
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