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سرفہرست 4 موتی لال ایس آئی پی میوچل فنڈز 2022

Updated on August 13, 2025 , 8340 views

گھونٹ یا منظمسرمایہ کاری کا منصوبہ کرنے کا ایک بہترین طریقہ ہےمیوچل فنڈز میں سرمایہ کاری کریں۔. موتی لال کے ذریعہ پیش کردہ SIP منصوبےمشترکہ فنڈ باقاعدگی سے ایک خاص رقم بچانے کا ایک بہترین طریقہ ہے۔بنیاد جیسے ہفتہ وار/ماہانہ/ سہ ماہی۔ اس سے باقاعدہ بچت کی حوصلہ افزائی ہوتی ہے اور فوائد بھی ملتے ہیں۔کمپاؤنڈنگ کی طاقت.

SIP پلان کے ساتھ آپ مضبوط دولت بنانے کے لیے آسانی سے طویل مدت تک سرمایہ کاری کر سکتے ہیں۔ چونکہ، رقم کو باقاعدہ وقفوں پر لگایا جاتا ہے، اس سے اس کے اثرات بھی کم ہو جاتے ہیں۔مارکیٹ اتار چڑھاؤ. کے ساتھSIP سرمایہ کاریسرمایہ کار اپنے مختلف اہداف کی منصوبہ بندی بھی کر سکتے ہیں جیسے ریٹائرمنٹ، شادی، مکان/گاڑی کی خریداری یا یہاں تک کہ اعلیٰ تعلیم وغیرہ۔

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Motilal-SIP-Mutual-Funds

موتی لال میوچل فنڈ ایس آئی پی میں کیوں سرمایہ کاری کریں؟

  • موتی لال ایم ایف کے ساتھ منظم سرمایہ کاری کا منصوبہ رکھنے کے لیے کسی کو بہت زیادہ رقم کی ضرورت نہیں ہے۔سرمایہ کاری کیونکہ ابتدائی رقم 500 روپے تک کم ہے۔

  • موتی لال SIP میوچل فنڈ بچپن سے ہی بچت کی عادت پیدا کرنے کی حوصلہ افزائی کرتا ہے۔

  • ایس آئی پی میں سرمایہ کاری کرکے کوئی اپنی طویل مدتی منصوبہ بندی کرسکتا ہے۔مالی اہداف جیسے کار/گھر خریدنا، بین الاقوامی سفر کے لیے بچت، بچے کی تعلیم کے لیے بچت،ریٹائرمنٹ پلاننگ یا کوئی اور اثاثہ خریدنے کے لیے۔

  • یہ دیکھتے ہوئے کہ ایک منظم سرمایہ کاری کا منصوبہ طویل عرصے پر محیط ہے، کوئی اسٹاک مارکیٹ کے تمام ادوار، اتار چڑھاؤ اور اس سے بھی اہم طور پر مندی کو پکڑتا ہے۔ مندی میں، جب زیادہ تر سرمایہ کاروں کو خوف لاحق ہو جاتا ہے، SIP کی قسطیں اس بات کو یقینی بناتی ہیں کہ سرمایہ کار "کم" خریدیں۔

تو، آج ہی میں ایک SIP شروع کریں۔ایکویٹی فنڈز ان سب سے اوپر 4 بہترین موتی لال ایس آئی پی فنڈز میں سرمایہ کاری کرکے۔ ان فنڈز کو AUM جیسے کچھ پیرامیٹرز کے ذریعے شارٹ لسٹ کیا گیا ہے۔نہیں ہیں، ماضی کی کارکردگی، ہم مرتبہ اوسط واپسی، وغیرہ۔

ایکویٹی فنڈز میں سرمایہ کاری کے لیے بہترین موتی لال میوچل فنڈ SIP

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹101.72
↑ 0.52
₹33,053 500 2.8113.928.133.957.1
Motilal Oswal Long Term Equity Fund Growth ₹50.2812
↓ -0.14
₹4,506 500 2.7151.12425.547.7
Motilal Oswal Multicap 35 Fund Growth ₹60.6801
↑ 0.33
₹13,894 500 1.410.87.422.619.345.7
Motilal Oswal Focused 25 Fund  Growth ₹41.9556
↓ -0.32
₹1,564 500 312.8-9.58.413.113.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25

Research Highlights & Commentary of 4 Funds showcased

CommentaryMotilal Oswal Midcap 30 Fund Motilal Oswal Long Term Equity FundMotilal Oswal Multicap 35 FundMotilal Oswal Focused 25 Fund 
Point 1Highest AUM (₹33,053 Cr).Lower mid AUM (₹4,506 Cr).Upper mid AUM (₹13,894 Cr).Bottom quartile AUM (₹1,564 Cr).
Point 2Established history (11+ yrs).Established history (10+ yrs).Established history (11+ yrs).Oldest track record among peers (12 yrs).
Point 3Rating: 3★ (upper mid).Not Rated.Top rated.Rating: 3★ (lower mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 33.92% (top quartile).5Y return: 25.46% (upper mid).5Y return: 19.29% (lower mid).5Y return: 13.09% (bottom quartile).
Point 63Y return: 28.09% (top quartile).3Y return: 24.04% (upper mid).3Y return: 22.56% (lower mid).3Y return: 8.44% (bottom quartile).
Point 71Y return: 3.93% (upper mid).1Y return: 1.10% (lower mid).1Y return: 7.43% (top quartile).1Y return: -9.46% (bottom quartile).
Point 8Alpha: 3.89 (lower mid).Alpha: 6.93 (upper mid).Alpha: 8.72 (top quartile).Alpha: -7.99 (bottom quartile).
Point 9Sharpe: 0.23 (lower mid).Sharpe: 0.26 (upper mid).Sharpe: 0.42 (top quartile).Sharpe: -0.30 (bottom quartile).
Point 10Information ratio: 0.44 (lower mid).Information ratio: 1.02 (top quartile).Information ratio: 0.73 (upper mid).Information ratio: -0.80 (bottom quartile).

Motilal Oswal Midcap 30 Fund 

  • Highest AUM (₹33,053 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 33.92% (top quartile).
  • 3Y return: 28.09% (top quartile).
  • 1Y return: 3.93% (upper mid).
  • Alpha: 3.89 (lower mid).
  • Sharpe: 0.23 (lower mid).
  • Information ratio: 0.44 (lower mid).

Motilal Oswal Long Term Equity Fund

  • Lower mid AUM (₹4,506 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 25.46% (upper mid).
  • 3Y return: 24.04% (upper mid).
  • 1Y return: 1.10% (lower mid).
  • Alpha: 6.93 (upper mid).
  • Sharpe: 0.26 (upper mid).
  • Information ratio: 1.02 (top quartile).

Motilal Oswal Multicap 35 Fund

  • Upper mid AUM (₹13,894 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 19.29% (lower mid).
  • 3Y return: 22.56% (lower mid).
  • 1Y return: 7.43% (top quartile).
  • Alpha: 8.72 (top quartile).
  • Sharpe: 0.42 (top quartile).
  • Information ratio: 0.73 (upper mid).

Motilal Oswal Focused 25 Fund 

  • Bottom quartile AUM (₹1,564 Cr).
  • Oldest track record among peers (12 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.09% (bottom quartile).
  • 3Y return: 8.44% (bottom quartile).
  • 1Y return: -9.46% (bottom quartile).
  • Alpha: -7.99 (bottom quartile).
  • Sharpe: -0.30 (bottom quartile).
  • Information ratio: -0.80 (bottom quartile).

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.

Research Highlights for Motilal Oswal Midcap 30 Fund 

  • Highest AUM (₹33,053 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 33.92% (top quartile).
  • 3Y return: 28.09% (top quartile).
  • 1Y return: 3.93% (upper mid).
  • Alpha: 3.89 (lower mid).
  • Sharpe: 0.23 (lower mid).
  • Information ratio: 0.44 (lower mid).

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (14 Aug 25) ₹101.72 ↑ 0.52   (0.52 %)
Net Assets (Cr) ₹33,053 on 30 Jun 25
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 0.23
Information Ratio 0.44
Alpha Ratio 3.89
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
31 Jul 20₹10,000
31 Jul 21₹16,540
31 Jul 22₹20,655
31 Jul 23₹26,047
31 Jul 24₹44,147
31 Jul 25₹44,850

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 ₹689,048.
Net Profit of ₹389,048
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 14 Aug 25

DurationReturns
1 Month -0.7%
3 Month 2.8%
6 Month 11%
1 Year 3.9%
3 Year 28.1%
5 Year 33.9%
10 Year
15 Year
Since launch 22.4%
Historical performance (Yearly) on absolute basis
YearReturns
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 
NameSinceTenure
Ajay Khandelwal1 Oct 240.83 Yr.
Niket Shah1 Jul 205.09 Yr.
Rakesh Shetty22 Nov 222.69 Yr.
Sunil Sawant1 Jul 241.08 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 30 Jun 25

Equity Sector Allocation
SectorValue
Technology33.7%
Industrials18.11%
Consumer Cyclical17.65%
Health Care4.49%
Communication Services3.99%
Real Estate2.83%
Financial Services2.61%
Asset Allocation
Asset ClassValue
Cash17.17%
Equity82.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
10%₹3,464 Cr18,000,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹3,172 Cr5,250,000
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 500251
9%₹3,104 Cr4,992,139
↑ 2,848,945
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON
9%₹2,997 Cr1,999,999
↑ 1,164,799
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
8%₹2,501 Cr45,000,000
↑ 1,509,750
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
5%₹1,671 Cr2,550,000
↑ 50,000
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI
4%₹1,327 Cr3,500,000
↑ 750,000
Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA
4%₹1,318 Cr6,750,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH
4%₹1,272 Cr9,969,361
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 25 | KAYNES
3%₹975 Cr1,599,306
↑ 1,599,306

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.

Research Highlights for Motilal Oswal Long Term Equity Fund

  • Lower mid AUM (₹4,506 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 25.46% (upper mid).
  • 3Y return: 24.04% (upper mid).
  • 1Y return: 1.10% (lower mid).
  • Alpha: 6.93 (upper mid).
  • Sharpe: 0.26 (upper mid).
  • Information ratio: 1.02 (top quartile).

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 (14 Aug 25) ₹50.2812 ↓ -0.14   (-0.28 %)
Net Assets (Cr) ₹4,506 on 30 Jun 25
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 0.74
Sharpe Ratio 0.26
Information Ratio 1.02
Alpha Ratio 6.93
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹15,917
31 Jul 22₹15,790
31 Jul 23₹19,504
31 Jul 24₹31,082
31 Jul 25₹32,246

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 ₹570,326.
Net Profit of ₹270,326
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 14 Aug 25

DurationReturns
1 Month -5.2%
3 Month 2.7%
6 Month 15%
1 Year 1.1%
3 Year 24%
5 Year 25.5%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ajay Khandelwal11 Dec 231.64 Yr.
Rakesh Shetty22 Nov 222.69 Yr.
Atul Mehra1 Oct 240.83 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Industrials35.64%
Financial Services20.78%
Consumer Cyclical18.73%
Technology10.72%
Basic Materials5.55%
Real Estate3.88%
Health Care3.27%
Communication Services0.61%
Asset Allocation
Asset ClassValue
Cash0.81%
Equity99.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
5%₹237 Cr8,970,581
↓ -953,111
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX
5%₹222 Cr248,438
↑ 13,355
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 500251
5%₹214 Cr344,266
↓ -80,994
Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 23 | BDL
5%₹205 Cr1,056,315
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES
4%₹181 Cr297,751
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE
4%₹175 Cr1,055,205
Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON
4%₹167 Cr24,702,337
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 24 | BEL
4%₹166 Cr3,950,000
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER
4%₹163 Cr240,350
Waaree Energies Ltd (Technology)
Equity, Since 31 Oct 24 | 544277
3%₹153 Cr487,045
↑ 28,725

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.

Research Highlights for Motilal Oswal Multicap 35 Fund

  • Upper mid AUM (₹13,894 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 19.29% (lower mid).
  • 3Y return: 22.56% (lower mid).
  • 1Y return: 7.43% (top quartile).
  • Alpha: 8.72 (top quartile).
  • Sharpe: 0.42 (top quartile).
  • Information ratio: 0.73 (upper mid).

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (14 Aug 25) ₹60.6801 ↑ 0.33   (0.55 %)
Net Assets (Cr) ₹13,894 on 30 Jun 25
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.94
Sharpe Ratio 0.42
Information Ratio 0.73
Alpha Ratio 8.72
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
31 Jul 20₹10,000
31 Jul 21₹13,752
31 Jul 22₹12,839
31 Jul 23₹14,742
31 Jul 24₹23,209
31 Jul 25₹24,769

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 ₹493,520.
Net Profit of ₹193,520
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 14 Aug 25

DurationReturns
1 Month -2.7%
3 Month 1.4%
6 Month 10.8%
1 Year 7.4%
3 Year 22.6%
5 Year 19.3%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ajay Khandelwal1 Oct 240.83 Yr.
Niket Shah1 Jul 223.09 Yr.
Rakesh Shetty22 Nov 222.69 Yr.
Atul Mehra1 Oct 240.83 Yr.
Sunil Sawant1 Jul 241.08 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Technology29.47%
Industrials20.13%
Consumer Cyclical16.61%
Communication Services8.69%
Financial Services8.11%
Utility5.25%
Health Care1.84%
Asset Allocation
Asset ClassValue
Cash9.92%
Equity90.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE
11%₹1,564 Cr8,125,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT
10%₹1,329 Cr2,200,000
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB
9%₹1,310 Cr2,000,000
↑ 57,695
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 500251
9%₹1,244 Cr2,000,000
↑ 605,111
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL
7%₹1,001 Cr18,000,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 25 | DIXON
7%₹936 Cr625,000
↑ 611,700
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | 500093
6%₹836 Cr12,250,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 890157
6%₹765 Cr4,999,500
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN
5%₹733 Cr4,500,000
Siemens Energy India Ltd (Utilities)
Equity, Since 30 Jun 25 | ENRIN
5%₹729 Cr2,450,500
↑ 2,450,500

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.

Research Highlights for Motilal Oswal Focused 25 Fund 

  • Bottom quartile AUM (₹1,564 Cr).
  • Oldest track record among peers (12 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.09% (bottom quartile).
  • 3Y return: 8.44% (bottom quartile).
  • 1Y return: -9.46% (bottom quartile).
  • Alpha: -7.99 (bottom quartile).
  • Sharpe: -0.30 (bottom quartile).
  • Information ratio: -0.80 (bottom quartile).

Below is the key information for Motilal Oswal Focused 25 Fund 

Motilal Oswal Focused 25 Fund 
Growth
Launch Date 7 May 13
NAV (14 Aug 25) ₹41.9556 ↓ -0.32   (-0.76 %)
Net Assets (Cr) ₹1,564 on 30 Jun 25
Category Equity - Focused
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.94
Sharpe Ratio -0.3
Information Ratio -0.8
Alpha Ratio -7.99
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
31 Jul 20₹10,000
31 Jul 21₹13,888
31 Jul 22₹14,055
31 Jul 23₹16,003
31 Jul 24₹21,418
31 Jul 25₹19,061

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 ₹426,080.
Net Profit of ₹126,080
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 14 Aug 25

DurationReturns
1 Month -4.8%
3 Month 3%
6 Month 12.8%
1 Year -9.5%
3 Year 8.4%
5 Year 13.1%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
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 
NameSinceTenure
Ajay Khandelwal1 Oct 240.83 Yr.
Rakesh Shetty22 Nov 222.69 Yr.
Atul Mehra1 Oct 240.83 Yr.
Sunil Sawant1 Jul 241.08 Yr.

Data below for Motilal Oswal Focused 25 Fund  as on 30 Jun 25

Equity Sector Allocation
SectorValue
Industrials30.92%
Financial Services26.75%
Technology15.51%
Consumer Cyclical12.59%
Health Care4.48%
Consumer Defensive4.41%
Basic Materials2.4%
Real Estate2%
Asset Allocation
Asset ClassValue
Cash0.94%
Equity99.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Religare Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | RELIGARE
8%₹126 Cr5,678,060
Piramal Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | 500302
7%₹117 Cr1,019,068
↓ -281,181
ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | ZFCVINDIA
6%₹98 Cr73,261
↓ -7,377
Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Mar 25 | BDL
6%₹92 Cr472,029
↓ -103,324
One97 Communications Ltd (Technology)
Equity, Since 30 Apr 23 | 543396
6%₹91 Cr982,077
OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE
4%₹70 Cr318,723
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | RADICO
4%₹69 Cr263,212
↓ -5,813
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jan 25 | MCX
4%₹64 Cr71,152
Suzlon Energy Ltd (Industrials)
Equity, Since 28 Feb 25 | SUZLON
4%₹63 Cr9,320,333
Zen Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | ZENTEC
4%₹59 Cr300,000

SIP سرمایہ کاری کیسے بڑھتی ہے؟

جاننا چاہتے ہیں کہ اگر آپ ایک مخصوص مدت کے لیے ماہانہ ایک مخصوص رقم کی سرمایہ کاری کرتے ہیں تو آپ کی SIP سرمایہ کاری کیسے بڑھے گی؟ ہم آپ کو ایک مثال سے سمجھاتے ہیں۔

ایس آئی پی کیلکولیٹر یا ایس آئی پی ریٹرن کیلکولیٹر

SIP کیلکولیٹر عام طور پر ان پٹ لیتے ہیں جیسے SIP سرمایہ کاری کی رقم (مقصد) جو کوئی سرمایہ کاری کرنا چاہتا ہے، مطلوبہ سرمایہ کاری کے سالوں کی تعداد، متوقعمہنگائی شرحیں (کسی کو اس کا حساب دینا ہوگا!) اور متوقع منافع۔ لہذا، کوئی ایک مقصد حاصل کرنے کے لیے درکار SIP ریٹرن کا حساب لگا سکتا ہے!

فرض کریں، اگر آپ 10 روپے کی سرمایہ کاری کرتے ہیں،000 10 سالوں کے لیے، دیکھیں کہ آپ کی SIP سرمایہ کاری کیسے بڑھتی ہے-

ماہانہ سرمایہ کاری: INR 10,000

سرمایہ کاری کی مدت: 10 سال

سرمایہ کاری کی کل رقم: INR 12,00,000

طویل مدتی ترقی کی شرح (تقریباً): 15%

کے مطابق متوقع واپسی۔گھونٹ کیلکولیٹر: INR 27,86,573

خالص منافع: 15,86,573 روپے (مطلق واپسی۔= 132.2%)

مندرجہ بالا حسابات سے پتہ چلتا ہے کہ اگر آپ 10 سال کے لیے ماہانہ 10,000 روپے کی سرمایہ کاری کرتے ہیں (کل INR12,00,000) آپ کمائیں گے۔INR 27,86,573، جس کا مطلب ہے کہ آپ جو خالص منافع کماتے ہیں۔15,86,573 روپے. کیا یہ بہت اچھا نہیں ہے!

موتی لال میوچل فنڈ ایس آئی پی آن لائن میں کیسے سرمایہ کاری کی جائے؟

  1. Fincash.com پر لائف ٹائم کے لیے مفت انویسٹمنٹ اکاؤنٹ کھولیں۔

  2. اپنی رجسٹریشن اور KYC کا عمل مکمل کریں۔

  3. دستاویزات اپ لوڈ کریں (PAN، آدھار، وغیرہ)۔اور، آپ سرمایہ کاری کے لیے تیار ہیں!

    شروع کرنے کے

Disclaimer:
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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