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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 July 11, 2019 , 45 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 Long Term Equity Fund Growth ₹16.7608
↓ 0.00
₹1,339 500 -1.92.8-6.311.8 -8.7
Motilal Oswal Multicap 35 Fund Growth ₹25.7267
↓ -0.04
₹13,247 500 -0.64.3-2.711.217.1-7.8
Motilal Oswal Focused 25 Fund  Growth ₹21.6827
↓ 0.00
₹1,110 500 0.55.6-1.310.311.8-4.2
Motilal Oswal Midcap 30 Fund  Growth ₹23.9521
↓ -0.02
₹1,391 500 -4.3-0.4-84.111.6-12.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Jul 19

1. 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 12.2% 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 (12 Jul 19) ₹16.7608 ↓ 0.00   (-0.01 %)
Net Assets (Cr) ₹1,339 on 30 Apr 19
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.76
Sharpe Ratio -0.67
Information Ratio 0.06
Alpha Ratio -11.29
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,590
30 Jun 16₹11,241
30 Jun 17₹15,368
30 Jun 18₹16,891
30 Jun 19₹16,681

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 ₹405,518.
Net Profit of ₹105,518
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 12 Jul 19

DurationReturns
1 Month -3%
3 Month -1.9%
6 Month 2.8%
1 Year -6.3%
3 Year 11.8%
5 Year
10 Year
15 Year
Since launch 12.2%
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
Abhiroop Mukherjee21 Jan 154.36 Yr.
Akash Singhania17 May 190.04 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services49.35%
Consumer Cyclical12.83%
Industrials12.08%
Technology10.28%
Basic Materials4.78%
Consumer Defensive4.37%
Health Care2.3%
Asset Allocation
Asset ClassValue
Cash4.02%
Equity95.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | HDFCBANK
9%₹131 Cr540,000
↑ 61,304
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFC
6%₹82 Cr377,865
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | ICICIBANK
6%₹82 Cr1,925,338
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 18 | LT
6%₹79 Cr509,225
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
5%₹74 Cr996,661
Cblo / Reverse Repo Investments
CBLO/Reverse Repo | -
4%₹56 Cr5,622,000
↓ -1,196,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500034
4%₹56 Cr162,013
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
4%₹55 Cr682,653
↑ 378,014
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 15 | MARUTI
4%₹55 Cr80,000
↑ 18,016
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540777
4%₹52 Cr1,173,055

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 19.9% 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 (12 Jul 19) ₹25.7267 ↓ -0.04   (-0.14 %)
Net Assets (Cr) ₹13,247 on 30 Apr 19
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio -0.46
Information Ratio -0.09
Alpha Ratio -8.62
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 14₹10,000
30 Jun 15₹14,708
30 Jun 16₹15,230
30 Jun 17₹19,861
30 Jun 18₹21,644
30 Jun 19₹22,206

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 ₹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 12 Jul 19

DurationReturns
1 Month -3.4%
3 Month -0.6%
6 Month 4.3%
1 Year -2.7%
3 Year 11.2%
5 Year 17.1%
10 Year
15 Year
Since launch 19.9%
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 145.1 Yr.
Akash Singhania17 May 190.04 Yr.
Swapnil Mayekar10 Aug 153.81 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services45.86%
Technology12.22%
Consumer Cyclical10.9%
Energy9.4%
Industrials6.33%
Consumer Defensive6.22%
Health Care5.89%
Asset Allocation
Asset ClassValue
Cash3.19%
Equity96.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
10%₹1,393 Cr5,745,342
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
7%₹1,010 Cr12,500,000
↑ 1,898,732
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 14 | HDFC
7%₹982 Cr4,500,000
↑ 364,799
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 18 | LT
6%₹863 Cr5,540,750
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
6%₹835 Cr11,314,855
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
5%₹630 Cr1,817,855
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 15 | MARUTI
4%₹614 Cr893,048
RBL Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | RBLBANK
4%₹605 Cr8,801,839
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540777
4%₹596 Cr13,499,586
↑ 368,686
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 18 | TCS
4%₹583 Cr2,652,616

3. 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 13.3% 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 (12 Jul 19) ₹21.6827 ↓ 0.00   (-0.02 %)
Net Assets (Cr) ₹1,110 on 30 Apr 19
Category Equity - Focused
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio -0.15
Information Ratio -0.53
Alpha Ratio -11.31
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 14₹10,000
30 Jun 15₹12,987
30 Jun 16₹12,751
30 Jun 17₹15,936
30 Jun 18₹17,145
30 Jun 19₹17,976

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 12 Jul 19

DurationReturns
1 Month -2.8%
3 Month 0.5%
6 Month 5.6%
1 Year -1.3%
3 Year 10.3%
5 Year 11.8%
10 Year
15 Year
Since launch 13.3%
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 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services47.95%
Industrials20.62%
Technology9.93%
Health Care7.65%
Consumer Cyclical6.75%
Consumer Defensive2.99%
Energy2.8%
Asset Allocation
Asset ClassValue
Cash1.31%
Equity98.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 13 | HDFCBANK
11%₹119 Cr491,800
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540777
7%₹84 Cr1,898,599
↑ 87,625
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | ICICIBANK
7%₹76 Cr1,785,600
↑ 75,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 13 | KOTAKBANK
6%₹72 Cr472,362
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 18 | LT
6%₹65 Cr418,950
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
6%₹63 Cr778,000
↑ 77,000
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540716
5%₹56 Cr478,714
↓ -76,592
ABB India Ltd (Industrials)
Equity, Since 30 Apr 17 | 500002
5%₹53 Cr340,463
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
4%₹46 Cr211,590
Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | INFY
4%₹46 Cr622,900
↓ -40,000

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 17.6% 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 (12 Jul 19) ₹23.9521 ↓ -0.02   (-0.09 %)
Net Assets (Cr) ₹1,391 on 30 Apr 19
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 2.2
Sharpe Ratio -0.3
Information Ratio -0.3
Alpha Ratio 6.7
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.

DateValue
30 Jun 14₹10,000
30 Jun 15₹14,476
30 Jun 16₹15,056
30 Jun 17₹17,853
30 Jun 18₹18,050
30 Jun 19₹17,932

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 12 Jul 19

DurationReturns
1 Month -4.7%
3 Month -4.3%
6 Month -0.4%
1 Year -8%
3 Year 4.1%
5 Year 11.6%
10 Year
15 Year
Since launch 17.6%
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 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services38.11%
Consumer Cyclical29.73%
Industrials10.97%
Basic Materials7.61%
Health Care5.01%
Technology4.3%
Asset Allocation
Asset ClassValue
Cash4.27%
Equity95.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
10%₹139 Cr400,000
RBL Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | RBLBANK
9%₹124 Cr1,800,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | 540611
6%₹90 Cr1,300,000
↑ 100,000
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | CUB
6%₹85 Cr4,000,000
↑ 508,000
Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS
5%₹70 Cr1,200,000
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 532827
5%₹69 Cr35,000
Cblo / Reverse Repo Investments
CBLO/Reverse Repo | -
4%₹65 Cr6,464,000
↑ 279,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 18 | CHOLAFIN
4%₹61 Cr400,000
Exide Industries Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | 500086
4%₹57 Cr2,700,000
↑ 100,000
Havells India Ltd (Industrials)
Equity, Since 31 May 14 | 517354
4%₹52 Cr700,000

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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