+91-22-48913909Top 4 Motilal SIP Mutual Funds 2026
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.
Fund Selection Methodology used to find 4 funds
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 Long Term Equity Fund Growth ₹54.939
↑ 0.13 ₹4,659 500 17.3 10.8 6.1 22 17.8 -9.1 Motilal Oswal Midcap 30 Fund Growth ₹93.8024
↑ 0.41 ₹35,735 500 13.1 -6.2 -7.1 17.7 21.3 -12.1 Motilal Oswal Multicap 35 Fund Growth ₹57.5572
↑ 0.23 ₹12,770 500 9.6 -5.7 -5 17.6 11.7 -5.6 Motilal Oswal Focused 25 Fund Growth ₹47.6613
↑ 0.03 ₹1,509 500 18.3 9.7 10.3 10.1 8.7 -1.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jun 26 Research Highlights & Commentary of 4 Funds showcased
Commentary Motilal Oswal Long Term Equity Fund Motilal Oswal Midcap 30 Fund Motilal Oswal Multicap 35 Fund Motilal Oswal Focused 25 Fund Point 1 Lower mid AUM (₹4,659 Cr). Highest AUM (₹35,735 Cr). Upper mid AUM (₹12,770 Cr). Bottom quartile AUM (₹1,509 Cr). Point 2 Established history (11+ yrs). Established history (12+ yrs). Established history (12+ yrs). Oldest track record among peers (13 yrs). Point 3 Not Rated. Rating: 3★ (upper mid). Top rated. Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.80% (upper mid). 5Y return: 21.34% (top quartile). 5Y return: 11.68% (lower mid). 5Y return: 8.68% (bottom quartile). Point 6 3Y return: 21.97% (top quartile). 3Y return: 17.67% (upper mid). 3Y return: 17.65% (lower mid). 3Y return: 10.08% (bottom quartile). Point 7 1Y return: 6.08% (upper mid). 1Y return: -7.07% (bottom quartile). 1Y return: -4.95% (lower mid). 1Y return: 10.29% (top quartile). Point 8 Alpha: 11.45 (upper mid). Alpha: -14.22 (bottom quartile). Alpha: -6.56 (lower mid). Alpha: 11.60 (top quartile). Point 9 Sharpe: 0.48 (upper mid). Sharpe: -0.34 (lower mid). Sharpe: -0.37 (bottom quartile). Sharpe: 0.53 (top quartile). Point 10 Information ratio: 0.80 (top quartile). Information ratio: -0.21 (lower mid). Information ratio: 0.45 (upper mid). Information ratio: -0.46 (bottom quartile). Motilal Oswal Long Term Equity Fund
Motilal Oswal Midcap 30 Fund
Motilal Oswal Multicap 35 Fund
Motilal Oswal Focused 25 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. Below is the key information for Motilal Oswal Long Term Equity Fund Returns up to 1 year are on (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. Research Highlights for Motilal Oswal Midcap 30 Fund Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on (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. Research Highlights for Motilal Oswal Multicap 35 Fund Below is the key information for Motilal Oswal Multicap 35 Fund Returns up to 1 year are on (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. Research Highlights for Motilal Oswal Focused 25 Fund Below is the key information for Motilal Oswal Focused 25 Fund Returns up to 1 year are on 1. Motilal Oswal Long Term Equity Fund
Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (16 Jun 26) ₹54.939 ↑ 0.13 (0.23 %) Net Assets (Cr) ₹4,659 on 30 Apr 26 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 1.65 Sharpe Ratio 0.48 Information Ratio 0.8 Alpha Ratio 11.45 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Jun 26 Duration Returns 1 Month 1.4% 3 Month 17.3% 6 Month 10.8% 1 Year 6.1% 3 Year 22% 5 Year 17.8% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 -9.1% 2023 47.7% 2022 37% 2021 1.8% 2020 32.1% 2019 8.8% 2018 13.2% 2017 -8.7% 2016 44% 2015 12.5% Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Data below for Motilal Oswal Long Term Equity Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (16 Jun 26) ₹93.8024 ↑ 0.41 (0.44 %) Net Assets (Cr) ₹35,735 on 30 Apr 26 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.34 Information Ratio -0.21 Alpha Ratio -14.22 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 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Jun 26 Duration Returns 1 Month 3.3% 3 Month 13.1% 6 Month -6.2% 1 Year -7.1% 3 Year 17.7% 5 Year 21.3% 10 Year 15 Year Since launch 19.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 -12.1% 2023 57.1% 2022 41.7% 2021 10.7% 2020 55.8% 2019 9.3% 2018 9.7% 2017 -12.7% 2016 30.8% 2015 5.2% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Data below for Motilal Oswal Midcap 30 Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Motilal Oswal Multicap 35 Fund
Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (16 Jun 26) ₹57.5572 ↑ 0.23 (0.41 %) Net Assets (Cr) ₹12,770 on 30 Apr 26 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.37 Information Ratio 0.45 Alpha Ratio -6.56 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 Returns for Motilal Oswal Multicap 35 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Jun 26 Duration Returns 1 Month 4% 3 Month 9.6% 6 Month -5.7% 1 Year -5% 3 Year 17.6% 5 Year 11.7% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -5.6% 2023 45.7% 2022 31% 2021 -3% 2020 15.3% 2019 10.3% 2018 7.9% 2017 -7.8% 2016 43.1% 2015 8.5% Fund Manager information for Motilal Oswal Multicap 35 Fund
Name Since Tenure Data below for Motilal Oswal Multicap 35 Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Motilal Oswal Focused 25 Fund
Motilal Oswal Focused 25 Fund
Growth Launch Date 7 May 13 NAV (16 Jun 26) ₹47.6613 ↑ 0.03 (0.07 %) Net Assets (Cr) ₹1,509 on 30 Apr 26 Category Equity - Focused AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 0.53 Information Ratio -0.46 Alpha Ratio 11.6 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 Returns for Motilal Oswal Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Jun 26 Duration Returns 1 Month 4.7% 3 Month 18.3% 6 Month 9.7% 1 Year 10.3% 3 Year 10.1% 5 Year 8.7% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 -1.7% 2023 13.6% 2022 18.8% 2021 2% 2020 14.6% 2019 17.3% 2018 17.1% 2017 -4.2% 2016 32.2% 2015 2.8% Fund Manager information for Motilal Oswal Focused 25 Fund
Name Since Tenure Data below for Motilal Oswal Focused 25 Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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!
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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Research Highlights for Motilal Oswal Long Term Equity Fund