Top 4 Motilal SIP Mutual Funds 2025 - 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 2025

Updated on June 26, 2025 , 8269 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 (%)	2024 (%)
Motilal Oswal Midcap 30 Fund Growth	₹103.517 ↑ 0.21	₹30,401	500	11.5	-7.1	10	35.4	36.2	57.1
Motilal Oswal Long Term Equity Fund Growth	₹52.7429 ↑ 0.38	₹4,360	500	15.1	-6.2	8.8	31.8	27.3	47.7
Motilal Oswal Multicap 35 Fund Growth	₹62.8928 ↑ 0.15	₹13,023	500	10.3	-0.9	13.6	28.5	22.1	45.7
Motilal Oswal Focused 25 Fund Growth	₹43.3727 ↑ 0.34	₹1,555	500	12.8	-4.6	-5.7	13.8	14.7	13.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25

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 22.9% since its launch. Ranked 27 in Mid Cap category. Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% .

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (27 Jun 25)	₹103.517 ↑ 0.21 (0.21 %)
Net Assets (Cr)	₹30,401 on 31 May 25
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	0.66
Sharpe Ratio	0.56
Information Ratio	0.47
Alpha Ratio	9.44
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 May 20	₹10,000
31 May 21	₹17,139
31 May 22	₹21,910
31 May 23	₹27,996
31 May 24	₹41,746
31 May 25	₹49,975

Motilal Oswal Midcap 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹738,840.
Net Profit of ₹438,840 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 27 Jun 25

Duration	Returns
1 Month	4.2%
3 Month	11.5%
6 Month	-7.1%
1 Year	10%
3 Year	35.4%
5 Year	36.2%
10 Year
15 Year
Since launch	22.9%

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	0.66 Yr.
Niket Shah	1 Jul 20	4.92 Yr.
Rakesh Shetty	22 Nov 22	2.52 Yr.
Sunil Sawant	1 Jul 24	0.92 Yr.

Data below for Motilal Oswal Midcap 30 Fund as on 31 May 25

Equity Sector Allocation

Sector	Value
Technology	29.99%
Consumer Cyclical	16.64%
Industrials	14.58%
Health Care	4.76%
Communication Services	3.95%
Real Estate	3.03%
Basic Materials	2.07%
Utility	0.35%
Financial Services	0.09%

Asset Allocation

Asset Class	Value
Cash	32.1%
Equity	67.9%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	10%	₹3,078 Cr	3,600,000
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	10%	₹2,960 Cr	5,250,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	8%	₹2,437 Cr	43,490,250
Polycab India Ltd (Industrials) Equity, Since 30 Sep 23 \| POLYCAB	5%	₹1,498 Cr	2,500,000
Bharti Hexacom Ltd (Communication Services) Equity, Since 31 Oct 24 \| BHARTIHEXA	4%	₹1,236 Cr	6,750,000 ↑ 250,000
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Mar 23 \| DIXON	4%	₹1,227 Cr	835,200 ↑ 100,000
Trent Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| TRENT	4%	₹1,210 Cr	2,143,194 ↑ 7,450
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| 543396	4%	₹1,149 Cr	12,900,814 ↑ 512,314
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Mar 24 \| MAXHEALTH	4%	₹1,122 Cr	9,969,361
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	3%	₹993 Cr	2,750,000 ↑ 50,000

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 17.2% since its launch. Return for 2024 was 47.7% , 2023 was 37% and 2022 was 1.8% .

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 (27 Jun 25)	₹52.7429 ↑ 0.38 (0.72 %)
Net Assets (Cr)	₹4,360 on 31 May 25
Category	Equity - ELSS
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	0.74
Sharpe Ratio	0.44
Information Ratio	0.98
Alpha Ratio	7.68
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 May 20	₹10,000
31 May 21	₹16,160
31 May 22	₹16,757
31 May 23	₹20,100
31 May 24	₹30,805
31 May 25	₹35,818

Motilal Oswal Long Term Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181 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 27 Jun 25

Duration	Returns
1 Month	2.8%
3 Month	15.1%
6 Month	-6.2%
1 Year	8.8%
3 Year	31.8%
5 Year	27.3%
10 Year
15 Year
Since launch	17.2%

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	1.47 Yr.
Rakesh Shetty	22 Nov 22	2.52 Yr.
Atul Mehra	1 Oct 24	0.66 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 31 May 25

Equity Sector Allocation

Sector	Value
Industrials	37.3%
Consumer Cyclical	20.59%
Financial Services	17.43%
Technology	8.6%
Real Estate	6.27%
Basic Materials	5.67%
Health Care	2.96%

Asset Allocation

Asset Class	Value
Cash	1.18%
Equity	98.82%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Trent Ltd (Consumer Cyclical) Equity, Since 31 Aug 22 \| TRENT	6%	₹240 Cr	425,260
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Oct 23 \| 543320	5%	₹236 Cr	9,923,692
Bharat Dynamics Ltd Ordinary Shares (Industrials) Equity, Since 31 Dec 23 \| BDL	5%	₹213 Cr	1,056,315
Kaynes Technology India Ltd (Industrials) Equity, Since 30 Jun 23 \| KAYNES	4%	₹178 Cr	297,751
Suzlon Energy Ltd (Industrials) Equity, Since 31 Jan 24 \| SUZLON	4%	₹177 Cr	24,702,337
Inox Wind Ltd (Industrials) Equity, Since 31 Dec 23 \| 539083	4%	₹159 Cr	8,173,777
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Mar 24 \| AMBER	4%	₹156 Cr	240,350
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 29 Feb 24 \| MCX	4%	₹155 Cr	235,083
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Oct 23 \| PRESTIGE	4%	₹155 Cr	1,055,205
Bharat Electronics Ltd (Industrials) Equity, Since 30 Apr 24 \| BEL	3%	₹152 Cr	3,950,000

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 17.9% since its launch. Ranked 5 in Multi Cap category. Return for 2024 was 45.7% , 2023 was 31% and 2022 was -3% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund Growth
Launch Date	28 Apr 14
NAV (27 Jun 25)	₹62.8928 ↑ 0.15 (0.23 %)
Net Assets (Cr)	₹13,023 on 31 May 25
Category	Equity - Multi Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0.94
Sharpe Ratio	0.6
Information Ratio	0.67
Alpha Ratio	9.7
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 May 20	₹10,000
31 May 21	₹15,277
31 May 22	₹14,553
31 May 23	₹16,190
31 May 24	₹23,601
31 May 25	₹28,151

Motilal Oswal Multicap 35 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 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 27 Jun 25

Duration	Returns
1 Month	4.4%
3 Month	10.3%
6 Month	-0.9%
1 Year	13.6%
3 Year	28.5%
5 Year	22.1%
10 Year
15 Year
Since launch	17.9%

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	0.66 Yr.
Niket Shah	1 Jul 22	2.92 Yr.
Rakesh Shetty	22 Nov 22	2.52 Yr.
Atul Mehra	1 Oct 24	0.66 Yr.
Sunil Sawant	1 Jul 24	0.92 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 31 May 25

Equity Sector Allocation

Sector	Value
Technology	22.43%
Industrials	18.22%
Consumer Cyclical	17.08%
Financial Services	8.53%
Communication Services	8.52%
Health Care	1.73%
Consumer Defensive	0.54%

Asset Allocation

Asset Class	Value
Cash	23.56%
Equity	76.44%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Coforge Ltd (Technology) Equity, Since 31 May 23 \| COFORGE	11%	₹1,389 Cr	1,625,000 ↓ -100,000
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 23 \| PERSISTENT	10%	₹1,240 Cr	2,200,000
Polycab India Ltd (Industrials) Equity, Since 31 Jan 24 \| POLYCAB	9%	₹1,164 Cr	1,942,305 ↓ -57,570
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| KALYANKJIL	8%	₹1,009 Cr	18,000,000 ↑ 114,380
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 Jan 25 \| CGPOWER	6%	₹841 Cr	12,250,000 ↑ 175,830
Trent Ltd (Consumer Cyclical) Equity, Since 31 Jan 23 \| TRENT	6%	₹787 Cr	1,394,889
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Mar 23 \| CHOLAFIN	6%	₹720 Cr	4,500,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Apr 24 \| 890157	5%	₹701 Cr	4,999,500
Eternal Ltd (Consumer Cyclical) Equity, Since 31 May 25 \| 543320	3%	₹413 Cr	17,331,906 ↑ 17,331,906
Bharti Airtel Ltd (Communication Services) Equity, Since 31 May 25 \| BHARTIARTL	3%	₹409 Cr	2,200,826 ↑ 2,200,826

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 12.8% since its launch. Ranked 28 in Focused category. Return for 2024 was 13.6% , 2023 was 18.8% and 2022 was 2% .

Below is the key information for Motilal Oswal Focused 25 Fund

Motilal Oswal Focused 25 Fund Growth
Launch Date	7 May 13
NAV (27 Jun 25)	₹43.3727 ↑ 0.34 (0.79 %)
Net Assets (Cr)	₹1,555 on 31 May 25
Category	Equity - Focused
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	0.94
Sharpe Ratio	-0.06
Information Ratio	-0.68
Alpha Ratio	-6.53
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 May 20	₹10,000
31 May 21	₹15,331
31 May 22	₹15,136
31 May 23	₹16,874
31 May 24	₹21,007
31 May 25	₹21,349

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 27 Jun 25

Duration	Returns
1 Month	1.3%
3 Month	12.8%
6 Month	-4.6%
1 Year	-5.7%
3 Year	13.8%
5 Year	14.7%
10 Year
15 Year
Since launch	12.8%

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	0.66 Yr.
Rakesh Shetty	22 Nov 22	2.52 Yr.
Atul Mehra	1 Oct 24	0.66 Yr.
Sunil Sawant	1 Jul 24	0.92 Yr.

Data below for Motilal Oswal Focused 25 Fund as on 31 May 25

Equity Sector Allocation

Sector	Value
Industrials	33.8%
Financial Services	26.03%
Technology	15.14%
Consumer Cyclical	12.67%
Consumer Defensive	4.38%
Health Care	3.94%
Basic Materials	2.36%

Asset Allocation

Asset Class	Value
Cash	1.68%
Equity	98.32%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Piramal Enterprises Ltd (Financial Services) Equity, Since 31 Aug 23 \| PEL	9%	₹144 Cr	1,300,249
Religare Enterprises Ltd (Financial Services) Equity, Since 31 Aug 23 \| RELIGARE	8%	₹131 Cr	5,678,060
Bharat Dynamics Ltd Ordinary Shares (Industrials) Equity, Since 31 Mar 25 \| BDL	7%	₹116 Cr	575,353
ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical) Equity, Since 31 Dec 23 \| ZFCVINDIA	7%	₹108 Cr	80,638
One97 Communications Ltd (Technology) Equity, Since 30 Apr 23 \| 543396	6%	₹87 Cr	982,077
Radico Khaitan Ltd (Consumer Defensive) Equity, Since 31 Dec 24 \| RADICO	4%	₹68 Cr	269,025
Suzlon Energy Ltd (Industrials) Equity, Since 28 Feb 25 \| SUZLON	4%	₹67 Cr	9,320,333
Zen Technologies Ltd (Industrials) Equity, Since 31 Dec 24 \| ZENTEC	4%	₹64 Cr	300,000
OneSource Specialty Pharma Ltd (Healthcare) Equity, Since 31 Jan 25 \| ONESOURCE	4%	₹61 Cr	318,723
Inox Wind Ltd (Industrials) Equity, Since 31 Mar 25 \| 539083	4%	₹61 Cr	3,116,610

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.