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Top 4 Motilal SIP Mutual Funds 2024 - Fincash.com

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Top 4 Motilal SIP Mutual Funds 2024

Updated on July 12, 2024 , 7695 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 (%)2023 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹97.4823
↑ 0.88
₹9,819 500 19.929.966.83932.441.7
Motilal Oswal Long Term Equity Fund Growth ₹49.2138
↑ 0.17
₹3,436 500 15.525.759.225.42437
Motilal Oswal Multicap 35 Fund Growth ₹56.96
↑ 0.38
₹10,013 500 14.624.158.81917.231
Motilal Oswal Focused 25 Fund  Growth ₹47.0037
↑ 0.09
₹1,861 500 10.915.331.914.216.718.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Jul 24

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 24.5% since its launch.  Ranked 27 in Mid Cap category.  Return for 2023 was 41.7% , 2022 was 10.7% and 2021 was 55.8% .

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 24) ₹97.4823 ↑ 0.88   (0.91 %)
Net Assets (Cr) ₹9,819 on 30 Apr 24
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.45
Sharpe Ratio 4.03
Information Ratio 1.04
Alpha Ratio 18.94
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 19₹10,000
30 Jun 20₹8,692
30 Jun 21₹14,156
30 Jun 22₹16,857
30 Jun 23₹23,241
30 Jun 24₹38,133

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 ₹673,113.
Net Profit of ₹373,113
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 24

DurationReturns
1 Month 8.9%
3 Month 19.9%
6 Month 29.9%
1 Year 66.8%
3 Year 39%
5 Year 32.4%
10 Year
15 Year
Since launch 24.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Niket Shah1 Jul 203.92 Yr.
Ankush Sood11 Nov 221.56 Yr.
Rakesh Shetty22 Nov 221.53 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 30 Apr 24

Equity Sector Allocation
SectorValue
Consumer Cyclical19.8%
Industrials19.68%
Technology15.6%
Financial Services11.62%
Communication Services11.3%
Health Care6.12%
Real Estate5.88%
Utility3.76%
Basic Materials3.17%
Asset Allocation
Asset ClassValue
Cash3.09%
Equity96.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | 543940
10%₹1,033 Cr30,000,000
Vodafone Idea Ltd (Communication Services)
Equity, Since 30 Apr 24 | 532822
10%₹999 Cr655,000,000
↑ 100,000,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
8%₹851 Cr47,500,000
↑ 27,500,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 20 | TIINDIA
8%₹805 Cr2,250,000
↑ 427,022
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
7%₹777 Cr20,000,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
7%₹729 Cr2,137,892
↑ 137,892
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jul 23 | PRESTIGE
4%₹439 Cr2,750,000
↓ -250,000
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
4%₹438 Cr650,000
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND
4%₹427 Cr1,400,000
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
4%₹410 Cr825,619
↓ -74,381

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 18.3% since its launch.  Return for 2023 was 37% , 2022 was 1.8% and 2021 was 32.1% .

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 24) ₹49.2138 ↑ 0.17   (0.34 %)
Net Assets (Cr) ₹3,436 on 31 May 24
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.68
Sharpe Ratio 3.33
Information Ratio 0.95
Alpha Ratio 14.82
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹8,987
30 Jun 21₹14,080
30 Jun 22₹13,182
30 Jun 23₹17,688
30 Jun 24₹27,905

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 ₹556,833.
Net Profit of ₹256,833
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 24

DurationReturns
1 Month 6.3%
3 Month 15.5%
6 Month 25.7%
1 Year 59.2%
3 Year 25.4%
5 Year 24%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 37%
2022 1.8%
2021 32.1%
2020 8.8%
2019 13.2%
2018 -8.7%
2017 44%
2016 12.5%
2015
2014
Fund Manager information for Motilal Oswal Long Term Equity Fund
NameSinceTenure
Ajay Khandelwal11 Dec 230.47 Yr.
Niket Shah17 Oct 230.62 Yr.
Rakesh Shetty22 Nov 221.52 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Industrials32.88%
Financial Services22.23%
Consumer Cyclical18.3%
Health Care8.7%
Real Estate8.38%
Basic Materials4.46%
Technology2.46%
Communication Services1.9%
Asset Allocation
Asset ClassValue
Cash0.7%
Equity99.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
7%₹225 Cr12,550,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 500251
6%₹216 Cr474,799
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE
5%₹184 Cr1,150,000
Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 23 | BDL
5%₹181 Cr1,162,768
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 23 | 543940
5%₹174 Cr5,051,957
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | INDUSINDBK
4%₹146 Cr1,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | ICICIBANK
4%₹130 Cr1,160,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | KALYANKJIL
4%₹128 Cr3,296,932
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Nov 23 | 500093
4%₹121 Cr1,875,000
Global Health Ltd (Healthcare)
Equity, Since 30 Nov 22 | MEDANTA
3%₹118 Cr993,145
↓ -7,000

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 18.6% since its launch.  Ranked 5 in Multi Cap category.  Return for 2023 was 31% , 2022 was -3% and 2021 was 15.3% .

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 24) ₹56.96 ↑ 0.38   (0.68 %)
Net Assets (Cr) ₹10,013 on 30 Apr 24
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.41
Sharpe Ratio 5.56
Information Ratio -0.41
Alpha Ratio 24.85
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 19₹10,000
30 Jun 20₹8,669
30 Jun 21₹12,540
30 Jun 22₹11,191
30 Jun 23₹13,470
30 Jun 24₹20,930

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 24

DurationReturns
1 Month 7.1%
3 Month 14.6%
6 Month 24.1%
1 Year 58.8%
3 Year 19%
5 Year 17.2%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure
Niket Shah1 Jul 221.92 Yr.
Ankush Sood25 Aug 212.77 Yr.
Santosh Singh1 Aug 230.84 Yr.
Rakesh Shetty22 Nov 221.53 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials24.37%
Financial Services22.75%
Consumer Cyclical21.14%
Technology12.68%
Communication Services10.5%
Real Estate2.39%
Basic Materials2.18%
Health Care1.6%
Asset Allocation
Asset ClassValue
Cash2.39%
Equity97.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 23 | 543940
11%₹1,085 Cr31,500,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | TIINDIA
8%₹769 Cr2,150,000
↑ 200,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT
7%₹750 Cr2,200,000
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB
7%₹742 Cr1,100,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
6%₹627 Cr35,000,000
↑ 5,000,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL
5%₹544 Cr14,000,000
↑ 1,000,000
Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE
5%₹522 Cr1,050,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 890157
5%₹468 Cr4,739,309
↑ 489,309
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN
5%₹465 Cr3,750,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Mar 24 | HAL
4%₹373 Cr750,000
↑ 50,000

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 14.8% since its launch.  Ranked 28 in Focused category.  Return for 2023 was 18.8% , 2022 was 2% and 2021 was 14.6% .

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 24) ₹47.0037 ↑ 0.09   (0.19 %)
Net Assets (Cr) ₹1,861 on 30 Apr 24
Category Equity - Focused
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.64
Sharpe Ratio 2.11
Information Ratio -1.16
Alpha Ratio 4.05
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 19₹10,000
30 Jun 20₹9,642
30 Jun 21₹14,100
30 Jun 22₹13,050
30 Jun 23₹15,972
30 Jun 24₹20,452

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 ₹458,689.
Net Profit of ₹158,689
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 24

DurationReturns
1 Month 6.1%
3 Month 10.9%
6 Month 15.3%
1 Year 31.9%
3 Year 14.2%
5 Year 16.7%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 44.2%
Fund Manager information for Motilal Oswal Focused 25 Fund 
NameSinceTenure
Ankush Sood11 Nov 221.55 Yr.
Santosh Singh1 Aug 230.83 Yr.
Rakesh Shetty22 Nov 221.52 Yr.

Data below for Motilal Oswal Focused 25 Fund  as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services31.47%
Consumer Cyclical28.37%
Industrials19.56%
Technology7.92%
Communication Services5.57%
Energy2.72%
Health Care1.97%
Asset Allocation
Asset ClassValue
Cash2.41%
Equity97.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | MOTHERSON
10%₹185 Cr12,250,000
↓ -1,200,000
ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | ZFCVINDIA
10%₹178 Cr101,968
↑ 9,777
FSN E-Commerce Ventures Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 543384
9%₹162 Cr9,841,235
↑ 181,898
Star Health and Allied Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 23 | 543412
9%₹161 Cr3,093,128
↑ 120,020
Religare Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | RELIGARE
8%₹139 Cr6,752,772
↑ 350,000
Dreamfolks Services Ltd (Industrials)
Equity, Since 31 Oct 23 | DREAMFOLKS
6%₹112 Cr2,401,046
↑ 377,403
L&T Technology Services Ltd (Technology)
Equity, Since 30 Apr 23 | LTTS
6%₹105 Cr234,396
↓ -4,535
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 23 | BHARTIARTL
6%₹103 Cr750,000
↓ -20,000
Piramal Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | 500302
5%₹87 Cr1,100,000
↑ 200,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 22 | LT
4%₹77 Cr210,000

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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