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Top 4 Motilal SIP Mutual Funds 2019 - Fincash.com

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Top 4 Motilal SIP Mutual Funds 2019

Updated on October 17, 2019 , 64 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 (%)2018 (%)
Motilal Oswal Focused 25 Fund  Growth ₹23.2198
↑ 0.12
₹1,060 500 6.96.619.110.111.8-4.2
Motilal Oswal Long Term Equity Fund Growth ₹17.9238
↑ 0.17
₹1,389 500 6.24.614.29.7 -8.7
Motilal Oswal Multicap 35 Fund Growth ₹26.7012
↑ 0.20
₹12,693 500 3.32.614.29.115.3-7.8
Motilal Oswal Midcap 30 Fund  Growth ₹25.7044
↑ 0.35
₹1,414 500 7.31.911.62.411.6-12.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

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 14% since its launch.  Ranked 28 in Focused category.  Return for 2018 was -4.2% , 2017 was 32.2% and 2016 was 2.8% .

Below is the key information for Motilal Oswal Focused 25 Fund 

Motilal Oswal Focused 25 Fund 
Growth
Launch Date 7 May 13
NAV (18 Oct 19) ₹23.2198 ↑ 0.12   (0.50 %)
Net Assets (Cr) ₹1,060 on 31 Aug 19
Category Equity - Focused
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio -0.39
Information Ratio -0.3
Alpha Ratio 1.42
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 Sep 14₹10,000
30 Sep 15₹11,487
30 Sep 16₹12,448
30 Sep 17₹14,728
30 Sep 18₹14,792
30 Sep 19₹16,564

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 ₹405,518.
Net Profit of ₹105,518
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 18 Oct 19

DurationReturns
1 Month 10%
3 Month 6.9%
6 Month 6.6%
1 Year 19.1%
3 Year 10.1%
5 Year 11.8%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -4.2%
2017 32.2%
2016 2.8%
2015 5.9%
2014 44.2%
2013
2012
2011
2010
2009
Fund Manager information for Motilal Oswal Focused 25 Fund 
NameSinceTenure
Abhiroop Mukherjee7 May 136.07 Yr.
Siddharth Bothra23 Nov 162.52 Yr.

Data below for Motilal Oswal Focused 25 Fund  as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services44.79%
Industrials19.3%
Technology10.11%
Consumer Defensive9.65%
Health Care8.47%
Consumer Cyclical6.38%
Basic Materials1%
Asset Allocation
Asset ClassValue
Cash0.27%
Equity99.7%
Debt0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 13 | HDFCBANK
11%₹121 Cr983,600
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540777
10%₹117 Cr1,943,599
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | ICICIBANK
8%₹91 Cr2,091,600
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
7%₹84 Cr398,390
↑ 17,800
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 13 | KOTAKBANK
7%₹77 Cr465,362
↑ 13,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | 540376
6%₹69 Cr372,427
↓ -19,905
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 18 | LT
6%₹68 Cr462,950
↑ 22,000
ABB India Ltd (Industrials)
Equity, Since 30 Apr 17 | 500002
5%₹52 Cr343,264
Container Corporation of India Ltd (Industrials)
Equity, Since 30 Apr 17 | 531344
4%₹48 Cr800,726
↑ 82,981
Abbott India Ltd (Healthcare)
Equity, Since 30 Apr 18 | 500488
4%₹46 Cr43,767
↑ 1,485

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 13.1% since its launch.  Return for 2018 was -8.7% , 2017 was 44% and 2016 was 12.5% .

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 (18 Oct 19) ₹17.9238 ↑ 0.17   (0.94 %)
Net Assets (Cr) ₹1,389 on 31 Aug 19
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.76
Sharpe Ratio -0.63
Information Ratio 0.21
Alpha Ratio 1.79
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,670
30 Sep 16₹12,638
30 Sep 17₹16,145
30 Sep 18₹15,887
30 Sep 19₹17,077

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 ₹385,859.
Net Profit of ₹85,859
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 18 Oct 19

DurationReturns
1 Month 9.4%
3 Month 6.2%
6 Month 4.6%
1 Year 14.2%
3 Year 9.7%
5 Year
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -8.7%
2017 44%
2016 12.5%
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for Motilal Oswal Long Term Equity Fund
NameSinceTenure
Aditya Khemani6 Sep 190 Yr.
Abhiroop Mukherjee21 Jan 154.61 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services51.66%
Consumer Cyclical13.2%
Industrials10.56%
Consumer Defensive10.17%
Technology7.36%
Basic Materials4.07%
Health Care1.68%
Asset Allocation
Asset ClassValue
Cash0.81%
Equity99.17%
Debt0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | HDFCBANK
10%₹145 Cr1,180,000
↑ 100,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | ICICIBANK
9%₹139 Cr3,195,000
↑ 795,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
6%₹94 Cr1,372,653
↑ 690,000
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540777
5%₹78 Cr1,300,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 18 | LT
5%₹75 Cr509,225
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 19 | KOTAKBANK
5%₹74 Cr450,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 15 | MARUTI
5%₹74 Cr110,000
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Apr 19 | 500820
4%₹62 Cr350,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500034
4%₹60 Cr148,789
↓ -13,224
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | 500696
4%₹59 Cr300,000

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 19.7% since its launch.  Ranked 5 in Multi Cap category.  Return for 2018 was -7.8% , 2017 was 43.1% and 2016 was 8.5% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (18 Oct 19) ₹26.7012 ↑ 0.20   (0.77 %)
Net Assets (Cr) ₹12,693 on 31 Aug 19
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio -0.52
Information Ratio 0.07
Alpha Ratio 4.21
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 Sep 14₹10,000
30 Sep 15₹13,007
30 Sep 16₹14,963
30 Sep 17₹18,829
30 Sep 18₹18,121
30 Sep 19₹19,434

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 ₹447,579.
Net Profit of ₹147,579
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 18 Oct 19

DurationReturns
1 Month 8.2%
3 Month 3.3%
6 Month 2.6%
1 Year 14.2%
3 Year 9.1%
5 Year 15.3%
10 Year
15 Year
Since launch 19.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -7.8%
2017 43.1%
2016 8.5%
2015 14.6%
2014
2013
2012
2011
2010
2009
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure
Abhiroop Mukherjee28 Apr 145.18 Yr.
Akash Singhania17 May 190.12 Yr.
Herin Visaria26 Jul 190 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services45.23%
Technology13.77%
Consumer Cyclical12.2%
Consumer Defensive6.85%
Energy6.11%
Industrials5.8%
Health Care4.34%
Basic Materials3.06%
Asset Allocation
Asset ClassValue
Cash1.94%
Equity98.04%
Debt0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
10%₹1,280 Cr5,745,342
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 14 | HDFC
8%₹975 Cr4,500,000
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
7%₹922 Cr11,314,855
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
7%₹830 Cr12,500,000
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540777
6%₹780 Cr14,000,000
↑ 500,414
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 18 | LT
6%₹736 Cr5,540,750
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 15 | MARUTI
5%₹612 Cr1,000,000
↑ 106,952
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
5%₹606 Cr1,817,855
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 18 | TCS
5%₹599 Cr2,652,616
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Jul 14 | 532432
4%₹560 Cr8,909,387

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 18.2% since its launch.  Ranked 27 in Mid Cap category.  Return for 2018 was -12.7% , 2017 was 30.8% and 2016 was 5.2% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (18 Oct 19) ₹25.7044 ↑ 0.35   (1.37 %)
Net Assets (Cr) ₹1,414 on 31 Aug 19
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 2.2
Sharpe Ratio -0.84
Information Ratio -0.08
Alpha Ratio 4.84
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 Sep 14₹10,000
30 Sep 15₹13,200
30 Sep 16₹15,231
30 Sep 17₹16,336
30 Sep 18₹15,610
30 Sep 19₹16,731

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 ₹405,518.
Net Profit of ₹105,518
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 18 Oct 19

DurationReturns
1 Month 7.2%
3 Month 7.3%
6 Month 1.9%
1 Year 11.6%
3 Year 2.4%
5 Year 11.6%
10 Year
15 Year
Since launch 18.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
2014
2013
2012
2011
2010
2009
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Abhiroop Mukherjee24 Feb 144.94 Yr.
Akash Singhania28 Jul 171.51 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services37.72%
Consumer Cyclical31.31%
Basic Materials14.14%
Industrials11.51%
Health Care4.52%
Asset Allocation
Asset ClassValue
Cash2.83%
Equity97.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹133 Cr400,000
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Mar 19 | 500820
9%₹129 Cr800,000
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | CUB
9%₹122 Cr6,000,000
↑ 400,000
Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS
8%₹115 Cr1,800,000
↑ 200,000
HDFC Asset Management Company Limited (Financial Services)
Equity, Since 31 Aug 18 | 541729
7%₹98 Cr385,000
↑ 35,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | CROMPTON
7%₹92 Cr4,000,000
↑ 500,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | 540611
6%₹88 Cr1,300,000
RBL Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | RBLBANK
5%₹65 Cr2,000,000
↑ 1,100,000
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 532827
5%₹65 Cr35,000
Bata India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | 500043
4%₹62 Cr400,000

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?

  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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