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سرفہرست 4 موتی لال ایس آئی پی میوچل فنڈز 2022

Updated on March 30, 2026 , 8675 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 Long Term Equity Fund Growth ₹47.1041
↑ 1.29
₹4,175 500 -6.6-8.84.920.716-9.1
Motilal Oswal Midcap 30 Fund  Growth ₹83.0014
↑ 2.31
₹33,689 500 -16.2-17-9.118.920.4-12.1
Motilal Oswal Multicap 35 Fund Growth ₹52.1077
↑ 1.05
₹12,890 500 -13.7-13.8-7.318.710.3-5.6
Motilal Oswal Focused 25 Fund  Growth ₹40.2953
↑ 0.75
₹1,454 500 -8.6-5.36.28.66.2-1.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 26

Research Highlights & Commentary of 4 Funds showcased

CommentaryMotilal Oswal Long Term Equity FundMotilal Oswal Midcap 30 Fund Motilal Oswal Multicap 35 FundMotilal Oswal Focused 25 Fund 
Point 1Lower mid AUM (₹4,175 Cr).Highest AUM (₹33,689 Cr).Upper mid AUM (₹12,890 Cr).Bottom quartile AUM (₹1,454 Cr).
Point 2Established history (11+ yrs).Oldest track record among peers (12 yrs).Established history (11+ yrs).Established history (12+ yrs).
Point 3Not Rated.Rating: 3★ (upper mid).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: 16.03% (upper mid).5Y return: 20.37% (top quartile).5Y return: 10.35% (lower mid).5Y return: 6.21% (bottom quartile).
Point 63Y return: 20.68% (top quartile).3Y return: 18.89% (upper mid).3Y return: 18.65% (lower mid).3Y return: 8.58% (bottom quartile).
Point 71Y return: 4.92% (upper mid).1Y return: -9.13% (bottom quartile).1Y return: -7.31% (lower mid).1Y return: 6.25% (top quartile).
Point 8Alpha: -3.97 (upper mid).Alpha: -20.09 (bottom quartile).Alpha: -11.42 (lower mid).Alpha: 1.80 (top quartile).
Point 9Sharpe: 0.64 (upper mid).Sharpe: -0.29 (bottom quartile).Sharpe: 0.13 (lower mid).Sharpe: 0.91 (top quartile).
Point 10Information ratio: 0.36 (top quartile).Information ratio: -0.36 (lower mid).Information ratio: 0.33 (upper mid).Information ratio: -0.76 (bottom quartile).

Motilal Oswal Long Term Equity Fund

  • Lower mid AUM (₹4,175 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.03% (upper mid).
  • 3Y return: 20.68% (top quartile).
  • 1Y return: 4.92% (upper mid).
  • Alpha: -3.97 (upper mid).
  • Sharpe: 0.64 (upper mid).
  • Information ratio: 0.36 (top quartile).

Motilal Oswal Midcap 30 Fund 

  • Highest AUM (₹33,689 Cr).
  • Oldest track record among peers (12 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.37% (top quartile).
  • 3Y return: 18.89% (upper mid).
  • 1Y return: -9.13% (bottom quartile).
  • Alpha: -20.09 (bottom quartile).
  • Sharpe: -0.29 (bottom quartile).
  • Information ratio: -0.36 (lower mid).

Motilal Oswal Multicap 35 Fund

  • Upper mid AUM (₹12,890 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 10.35% (lower mid).
  • 3Y return: 18.65% (lower mid).
  • 1Y return: -7.31% (lower mid).
  • Alpha: -11.42 (lower mid).
  • Sharpe: 0.13 (lower mid).
  • Information ratio: 0.33 (upper mid).

Motilal Oswal Focused 25 Fund 

  • Bottom quartile AUM (₹1,454 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 6.21% (bottom quartile).
  • 3Y return: 8.58% (bottom quartile).
  • 1Y return: 6.25% (top quartile).
  • Alpha: 1.80 (top quartile).
  • Sharpe: 0.91 (top quartile).
  • Information ratio: -0.76 (bottom quartile).

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.

Research Highlights for Motilal Oswal Long Term Equity Fund

  • Lower mid AUM (₹4,175 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.03% (upper mid).
  • 3Y return: 20.68% (top quartile).
  • 1Y return: 4.92% (upper mid).
  • Alpha: -3.97 (upper mid).
  • Sharpe: 0.64 (upper mid).
  • Information ratio: 0.36 (top quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~99%).
  • Largest holding Multi Commodity Exchange of India Ltd (~7.6%).

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 (01 Apr 26) ₹47.1041 ↑ 1.29   (2.81 %)
Net Assets (Cr) ₹4,175 on 28 Feb 26
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.65
Sharpe Ratio 0.64
Information Ratio 0.36
Alpha Ratio -3.97
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Mar 21₹10,000
31 Mar 22₹11,399
31 Mar 23₹12,076
31 Mar 24₹18,608
31 Mar 25₹20,581
31 Mar 26₹20,643

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 ₹458,689.
Net Profit of ₹158,689
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 1 Apr 26

DurationReturns
1 Month -2.6%
3 Month -6.6%
6 Month -8.8%
1 Year 4.9%
3 Year 20.7%
5 Year 16%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ajay Khandelwal11 Dec 232.22 Yr.
Rakesh Shetty22 Nov 223.27 Yr.
Atul Mehra1 Oct 241.41 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services30.43%
Industrials23.89%
Consumer Cyclical17.17%
Basic Materials10.09%
Technology9.8%
Real Estate3.41%
Health Care2.99%
Consumer Defensive1.24%
Asset Allocation
Asset ClassValue
Cash0.97%
Equity99.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX
8%₹317 Cr1,296,040
Piramal Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | PIRAMALFIN
6%₹264 Cr1,518,583
↑ 116,662
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER
5%₹207 Cr259,006
Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | APARINDS
5%₹206 Cr184,366
↓ -10,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
5%₹197 Cr8,000,000
PTC Industries Ltd (Industrials)
Equity, Since 30 Sep 24 | 539006
5%₹192 Cr107,189
↑ 4,558
Jain Resource Recycling Ltd (Basic Materials)
Equity, Since 31 Oct 25 | JAINREC
4%₹188 Cr4,743,065
↑ 872,201
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 25 | MUTHOOTFIN
4%₹183 Cr546,874
Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 30 Nov 25 | GROWW
4%₹179 Cr10,941,411
Waaree Energies Ltd (Technology)
Equity, Since 31 Oct 24 | 544277
4%₹158 Cr583,979

2. 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 (₹33,689 Cr).
  • Oldest track record among peers (12 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.37% (top quartile).
  • 3Y return: 18.89% (upper mid).
  • 1Y return: -9.13% (bottom quartile).
  • Alpha: -20.09 (bottom quartile).
  • Sharpe: -0.29 (bottom quartile).
  • Information ratio: -0.36 (lower mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • Largest holding One97 Communications Ltd (~7.6%).

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (01 Apr 26) ₹83.0014 ↑ 2.31   (2.86 %)
Net Assets (Cr) ₹33,689 on 28 Feb 26
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.56
Sharpe Ratio -0.29
Information Ratio -0.36
Alpha Ratio -20.09
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 Mar 21₹10,000
31 Mar 22₹13,822
31 Mar 23₹15,204
31 Mar 24₹24,380
31 Mar 25₹28,513
31 Mar 26₹24,841

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 ₹505,644.
Net Profit of ₹205,644
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 1 Apr 26

DurationReturns
1 Month -6.8%
3 Month -16.2%
6 Month -17%
1 Year -9.1%
3 Year 18.9%
5 Year 20.4%
10 Year
15 Year
Since launch 19.1%
Historical performance (Yearly) on absolute basis
YearReturns
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 
NameSinceTenure
Varun Sharma21 Jan 260.1 Yr.
Swapnil Mayekar18 Nov 250.28 Yr.
Ajay Khandelwal1 Oct 241.41 Yr.
Ankit Agarwal21 Jan 260.1 Yr.
Rakesh Shetty22 Nov 223.27 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services28.4%
Technology24.21%
Consumer Cyclical13.87%
Industrials12.43%
Communication Services8.87%
Real Estate3.28%
Health Care1.7%
Asset Allocation
Asset ClassValue
Cash2.11%
Equity97.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 543396
8%₹2,575 Cr23,445,098
↑ 145,940
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
7%₹2,519 Cr61,413,395
↑ 27,423
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | 543320
6%₹2,154 Cr87,473,898
↑ 1,248,071
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | 517569
6%₹2,115 Cr4,163,056
↑ 78,506
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
6%₹2,087 Cr4,409,726
↓ -1,208,517
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
6%₹2,050 Cr17,292,000
↓ -2,708,000
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL
6%₹1,910 Cr55,459,381
↑ 4,035,398
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 25 | BHARTIARTL
5%₹1,782 Cr9,483,812
↓ -33,852
Nifty March 2026 Future
- | -
5%₹1,731 Cr683,280
↑ 683,280
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON
4%₹1,444 Cr1,371,457
↓ -126,350

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 (₹12,890 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 10.35% (lower mid).
  • 3Y return: 18.65% (lower mid).
  • 1Y return: -7.31% (lower mid).
  • Alpha: -11.42 (lower mid).
  • Sharpe: 0.13 (lower mid).
  • Information ratio: 0.33 (upper mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~92%).
  • Largest holding Nifty March 2026 Future (~8.9%).

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (01 Apr 26) ₹52.1077 ↑ 1.05   (2.06 %)
Net Assets (Cr) ₹12,890 on 28 Feb 26
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 0.13
Information Ratio 0.33
Alpha Ratio -11.42
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
31 Mar 21₹10,000
31 Mar 22₹10,237
31 Mar 23₹9,901
31 Mar 24₹15,288
31 Mar 25₹18,108
31 Mar 26₹16,204

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 ₹395,578.
Net Profit of ₹95,578
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 1 Apr 26

DurationReturns
1 Month -7.5%
3 Month -13.7%
6 Month -13.8%
1 Year -7.3%
3 Year 18.7%
5 Year 10.3%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Varun Sharma21 Jan 260.1 Yr.
Swapnil Mayekar18 Nov 250.28 Yr.
Ajay Khandelwal1 Oct 241.41 Yr.
Ankit Agarwal21 Jan 260.1 Yr.
Rakesh Shetty22 Nov 223.27 Yr.
Atul Mehra1 Oct 241.41 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services27.58%
Technology17.52%
Industrials16.52%
Consumer Cyclical14.45%
Communication Services4.59%
Energy2.13%
Health Care0.49%
Consumer Defensive0.14%
Asset Allocation
Asset ClassValue
Cash7.65%
Equity92.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nifty March 2026 Future
- | -
9%₹1,151 Cr454,090
↑ 454,090
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL
7%₹934 Cr22,782,390
↑ 509,414
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | CGPOWER
7%₹909 Cr12,534,629
Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE
6%₹820 Cr6,911,442
↓ -588,558
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | 543320
6%₹800 Cr32,498,890
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
6%₹742 Cr5,382,830
↓ -975,391
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT
6%₹716 Cr1,512,841
↓ -401,945
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | HDFCBANK
5%₹665 Cr7,493,754
↓ -1,506,246
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 890157
5%₹591 Cr4,000,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN
5%₹590 Cr3,410,824
↓ -1,940,920

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 (₹1,454 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 6.21% (bottom quartile).
  • 3Y return: 8.58% (bottom quartile).
  • 1Y return: 6.25% (top quartile).
  • Alpha: 1.80 (top quartile).
  • Sharpe: 0.91 (top quartile).
  • Information ratio: -0.76 (bottom quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • Largest holding MTAR Technologies Ltd (~5.1%).

Below is the key information for Motilal Oswal Focused 25 Fund 

Motilal Oswal Focused 25 Fund 
Growth
Launch Date 7 May 13
NAV (01 Apr 26) ₹40.2953 ↑ 0.75   (1.91 %)
Net Assets (Cr) ₹1,454 on 28 Feb 26
Category Equity - Focused
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 0.91
Information Ratio -0.76
Alpha Ratio 1.8
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 Mar 21₹10,000
31 Mar 22₹10,563
31 Mar 23₹10,631
31 Mar 24₹13,868
31 Mar 25₹12,959
31 Mar 26₹13,353

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 ₹357,992.
Net Profit of ₹57,992
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 1 Apr 26

DurationReturns
1 Month -6.2%
3 Month -8.6%
6 Month -5.3%
1 Year 6.2%
3 Year 8.6%
5 Year 6.2%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
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 
NameSinceTenure
Varun Sharma14 Aug 250.54 Yr.
Rakesh Shetty22 Nov 223.27 Yr.
Atul Mehra1 Oct 241.41 Yr.
Sunil Sawant1 Jul 241.66 Yr.

Data below for Motilal Oswal Focused 25 Fund  as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services25.14%
Industrials23.76%
Consumer Cyclical20.17%
Basic Materials10.92%
Technology9.61%
Consumer Defensive3.09%
Health Care2.45%
Asset Allocation
Asset ClassValue
Cash4.86%
Equity95.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
MTAR Technologies Ltd (Industrials)
Equity, Since 30 Nov 25 | MTARTECH
5%₹74 Cr195,690
One97 Communications Ltd (Technology)
Equity, Since 30 Apr 23 | 543396
5%₹73 Cr661,062
Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 543349
5%₹72 Cr334,204
Shriram Finance Ltd (Financial Services)
Equity, Since 31 Dec 25 | SHRIRAMFIN
4%₹61 Cr561,935
↑ 19,188
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TITAN
4%₹60 Cr139,002
ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jan 26 | ICICIAMC
4%₹53 Cr170,438
↑ 74,517
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 25 | AMBER
4%₹52 Cr65,039
↓ -401
State Bank of India (Financial Services)
Equity, Since 31 Jan 26 | SBIN
3%₹51 Cr421,118
↓ -39,319
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jan 26 | ULTRACEMCO
3%₹50 Cr39,589
Aditya Infotech Ltd (Industrials)
Equity, Since 28 Feb 26 | CPPLUS
3%₹49 Cr291,731
↑ 291,731

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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