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سرفہرست 4 موتی لال ایس آئی پی میوچل فنڈز 2022

Updated on September 28, 2026 , 9042 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 (%)2025 (%)
Motilal Oswal Long Term Equity Fund Growth ₹54.6566
↓ -0.82
₹5,134 500 -0.321.18.219.115.5-9.1
Motilal Oswal Multicap 35 Fund Growth ₹61.0411
↓ -0.39
₹14,160 500 4.920.32.716.511.4-5.6
Motilal Oswal Midcap 30 Fund  Growth ₹97.8972
↓ -1.00
₹42,852 500 5.222.60.216.518.7-12.1
Motilal Oswal Focused 25 Fund  Growth ₹52.4413
↓ -0.68
₹1,827 500 9.134.326.913.59.3-1.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Oct 26

Research Highlights & Commentary of 4 Funds showcased

CommentaryMotilal Oswal Long Term Equity FundMotilal Oswal Multicap 35 FundMotilal Oswal Midcap 30 Fund Motilal Oswal Focused 25 Fund 
Point 1Lower mid AUM (₹5,134 Cr).Upper mid AUM (₹14,160 Cr).Highest AUM (₹42,852 Cr).Bottom quartile AUM (₹1,827 Cr).
Point 2Established history (11+ yrs).Established history (12+ yrs).Established history (12+ yrs).Oldest track record among peers (13 yrs).
Point 3Not Rated.Top rated.Rating: 3★ (upper mid).Rating: 3★ (lower mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 15.45% (upper mid).5Y return: 11.43% (lower mid).5Y return: 18.66% (top quartile).5Y return: 9.34% (bottom quartile).
Point 63Y return: 19.15% (top quartile).3Y return: 16.50% (upper mid).3Y return: 16.47% (lower mid).3Y return: 13.49% (bottom quartile).
Point 71Y return: 8.24% (upper mid).1Y return: 2.69% (lower mid).1Y return: 0.16% (bottom quartile).1Y return: 26.94% (top quartile).
Point 8Alpha: 11.90 (upper mid).Alpha: 1.30 (lower mid).Alpha: -7.99 (bottom quartile).Alpha: 21.70 (top quartile).
Point 9Sharpe: 0.62 (upper mid).Sharpe: 0.13 (lower mid).Sharpe: 0.06 (bottom quartile).Sharpe: 1.22 (top quartile).
Point 10Information ratio: 0.76 (top quartile).Information ratio: 0.71 (upper mid).Information ratio: 0.16 (lower mid).Information ratio: 0.14 (bottom quartile).

Motilal Oswal Long Term Equity Fund

  • Lower mid AUM (₹5,134 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.45% (upper mid).
  • 3Y return: 19.15% (top quartile).
  • 1Y return: 8.24% (upper mid).
  • Alpha: 11.90 (upper mid).
  • Sharpe: 0.62 (upper mid).
  • Information ratio: 0.76 (top quartile).

Motilal Oswal Multicap 35 Fund

  • Upper mid AUM (₹14,160 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.43% (lower mid).
  • 3Y return: 16.50% (upper mid).
  • 1Y return: 2.69% (lower mid).
  • Alpha: 1.30 (lower mid).
  • Sharpe: 0.13 (lower mid).
  • Information ratio: 0.71 (upper mid).

Motilal Oswal Midcap 30 Fund 

  • Highest AUM (₹42,852 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.66% (top quartile).
  • 3Y return: 16.47% (lower mid).
  • 1Y return: 0.16% (bottom quartile).
  • Alpha: -7.99 (bottom quartile).
  • Sharpe: 0.06 (bottom quartile).
  • Information ratio: 0.16 (lower mid).

Motilal Oswal Focused 25 Fund 

  • Bottom quartile AUM (₹1,827 Cr).
  • Oldest track record among peers (13 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 9.34% (bottom quartile).
  • 3Y return: 13.49% (bottom quartile).
  • 1Y return: 26.94% (top quartile).
  • Alpha: 21.70 (top quartile).
  • Sharpe: 1.22 (top quartile).
  • Information ratio: 0.14 (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 (₹5,134 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.45% (upper mid).
  • 3Y return: 19.15% (top quartile).
  • 1Y return: 8.24% (upper mid).
  • Alpha: 11.90 (upper mid).
  • Sharpe: 0.62 (upper mid).
  • Information ratio: 0.76 (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 (01 Oct 26) ₹54.6566 ↓ -0.82   (-1.48 %)
Net Assets (Cr) ₹5,134 on 31 Aug 26
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.65
Sharpe Ratio 0.62
Information Ratio 0.76
Alpha Ratio 11.9
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 21₹10,000
30 Sep 22₹9,636
30 Sep 23₹12,126
30 Sep 24₹20,197
30 Sep 25₹18,950
30 Sep 26₹20,511

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 ₹447,579.
Net Profit of ₹147,579
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 Oct 26

DurationReturns
1 Month -5.2%
3 Month -0.3%
6 Month 21.1%
1 Year 8.2%
3 Year 19.1%
5 Year 15.5%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -9.1%
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%
Fund Manager information for Motilal Oswal Long Term Equity Fund
NameSinceTenure
Varun Sharma3 Jul 260.16 Yr.
Ajay Khandelwal11 Dec 232.72 Yr.
Ankit Agarwal16 Mar 260.46 Yr.
Rakesh Shetty22 Nov 223.78 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 31 Aug 26

Equity Sector Allocation
SectorValue
Industrials28.47%
Financial Services21.48%
Consumer Cyclical14.39%
Technology14.11%
Basic Materials11.53%
Health Care3.23%
Asset Allocation
Asset ClassValue
Cash6.78%
Equity93.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX
6%₹289 Cr850,000
↓ -50,000
Ather Energy Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | ATHERENERG
5%₹258 Cr1,500,000
PTC Industries Ltd (Industrials)
Equity, Since 30 Sep 24 | 539006
5%₹255 Cr115,181
One97 Communications Ltd (Technology)
Equity, Since 30 Jun 25 | PAYTM
5%₹240 Cr1,400,000
↓ -78,714
Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | APARINDS
4%₹230 Cr130,000
↓ -439
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM
4%₹220 Cr468,050
↓ -25,000
Shaily Engineering Plastics Ltd (Basic Materials)
Equity, Since 30 Apr 26 | 501423
4%₹219 Cr668,063
↑ 8,009
Zen Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | ZENTEC
4%₹212 Cr1,190,000
SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 May 26 | SJS
4%₹209 Cr840,000
↓ -6,282
Shriram Finance Ltd (Financial Services)
Equity, Since 31 Dec 25 | SHRIRAMFIN
4%₹189 Cr1,700,000
↓ -25,541

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.

Research Highlights for Motilal Oswal Multicap 35 Fund

  • Upper mid AUM (₹14,160 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.43% (lower mid).
  • 3Y return: 16.50% (upper mid).
  • 1Y return: 2.69% (lower mid).
  • Alpha: 1.30 (lower mid).
  • Sharpe: 0.13 (lower mid).
  • Information ratio: 0.71 (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 (01 Oct 26) ₹61.0411 ↓ -0.39   (-0.64 %)
Net Assets (Cr) ₹14,160 on 31 Aug 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 0.71
Alpha Ratio 1.3
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 Sep 21₹10,000
30 Sep 22₹9,475
30 Sep 23₹10,865
30 Sep 24₹17,692
30 Sep 25₹16,730
30 Sep 26₹17,180

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 ₹405,518.
Net Profit of ₹105,518
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 Oct 26

DurationReturns
1 Month -5.6%
3 Month 4.9%
6 Month 20.3%
1 Year 2.7%
3 Year 16.5%
5 Year 11.4%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -5.6%
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%
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure
Varun Sharma21 Jan 260.61 Yr.
Swapnil Mayekar18 Nov 250.79 Yr.
Ajay Khandelwal1 Oct 241.92 Yr.
Ankit Agarwal21 Jan 260.61 Yr.
Rakesh Shetty22 Nov 223.78 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 31 Aug 26

Equity Sector Allocation
SectorValue
Industrials26.5%
Consumer Cyclical24.64%
Financial Services21.49%
Technology17.87%
Health Care4.32%
Basic Materials2.42%
Asset Allocation
Asset ClassValue
Cash2.75%
Equity97.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL
8%₹1,202 Cr20,000,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | ETERNAL
6%₹902 Cr27,500,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | 500093
6%₹815 Cr8,900,000
↓ -100,000
Ather Energy Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | ATHERENERG
5%₹670 Cr3,900,000
↓ -400,000
Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE
5%₹665 Cr3,350,000
↓ -100,000
Shriram Finance Ltd (Financial Services)
Equity, Since 31 Mar 26 | SHRIRAMFIN
4%₹579 Cr5,220,000
↓ -410,608
Diamond Power Infrastructure Ltd (Industrials)
Equity, Since 31 Jul 26 | DIACABS
4%₹524 Cr15,088,916
↑ 575,416
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 26 | MCX
4%₹523 Cr1,537,361
Aditya Infotech Ltd (Industrials)
Equity, Since 30 Apr 26 | CPPLUS
3%₹481 Cr1,350,000
Sterlite Technologies Ltd (Technology)
Equity, Since 31 May 26 | STLTECH
3%₹477 Cr6,550,764
↑ 217,944

3. 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 (₹42,852 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.66% (top quartile).
  • 3Y return: 16.47% (lower mid).
  • 1Y return: 0.16% (bottom quartile).
  • Alpha: -7.99 (bottom quartile).
  • Sharpe: 0.06 (bottom quartile).
  • Information ratio: 0.16 (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 (01 Oct 26) ₹97.8972 ↓ -1.00   (-1.01 %)
Net Assets (Cr) ₹42,852 on 31 Aug 26
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 1.56
Sharpe Ratio 0.06
Information Ratio 0.16
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
30 Sep 21₹10,000
30 Sep 22₹12,302
30 Sep 23₹14,891
30 Sep 24₹25,582
30 Sep 25₹23,487
30 Sep 26₹23,526

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 ₹481,656.
Net Profit of ₹181,656
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 Oct 26

DurationReturns
1 Month -7.4%
3 Month 5.2%
6 Month 22.6%
1 Year 0.2%
3 Year 16.5%
5 Year 18.7%
10 Year
15 Year
Since launch 20%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -12.1%
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%
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Varun Sharma21 Jan 260.61 Yr.
Swapnil Mayekar18 Nov 250.79 Yr.
Ajay Khandelwal1 Oct 241.92 Yr.
Ankit Agarwal21 Jan 260.61 Yr.
Rakesh Shetty22 Nov 223.78 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Aug 26

Equity Sector Allocation
SectorValue
Technology29.51%
Financial Services26.92%
Consumer Cyclical16.81%
Industrials13.61%
Health Care3.55%
Real Estate2.37%
Communication Services2.27%
Energy0.81%
Consumer Defensive0.52%
Asset Allocation
Asset ClassValue
Cash3.64%
Equity96.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | PAYTM
9%₹3,886 Cr22,630,476
↓ -1,470,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
8%₹3,486 Cr58,000,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | ETERNAL
6%₹2,769 Cr84,386,866
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
6%₹2,479 Cr12,488,926
↓ -500,000
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI
5%₹2,210 Cr3,850,000
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL
5%₹2,088 Cr51,000,000
↓ -500,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
4%₹1,888 Cr3,375,000
↓ -50,000
Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 26 | SHRIRAMFIN
4%₹1,568 Cr14,128,296
↓ -200,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON
3%₹1,474 Cr992,735
Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 31 Jan 26 | GROWW
3%₹1,471 Cr76,595,094
↓ -7,500,000

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.

Research Highlights for Motilal Oswal Focused 25 Fund 

  • Bottom quartile AUM (₹1,827 Cr).
  • Oldest track record among peers (13 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 9.34% (bottom quartile).
  • 3Y return: 13.49% (bottom quartile).
  • 1Y return: 26.94% (top quartile).
  • Alpha: 21.70 (top quartile).
  • Sharpe: 1.22 (top quartile).
  • Information ratio: 0.14 (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 (01 Oct 26) ₹52.4413 ↓ -0.68   (-1.27 %)
Net Assets (Cr) ₹1,827 on 31 Aug 26
Category Equity - Focused
AMC Motilal Oswal Asset Management Co. Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 1.22
Information Ratio 0.14
Alpha Ratio 21.7
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 Sep 21₹10,000
30 Sep 22₹9,609
30 Sep 23₹10,692
30 Sep 24₹15,061
30 Sep 25₹12,311
30 Sep 26₹15,628

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 ₹385,859.
Net Profit of ₹85,859
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 Oct 26

DurationReturns
1 Month -1.7%
3 Month 9.1%
6 Month 34.3%
1 Year 26.9%
3 Year 13.5%
5 Year 9.3%
10 Year
15 Year
Since launch 13.3%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -1.7%
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%
Fund Manager information for Motilal Oswal Focused 25 Fund 
NameSinceTenure
Varun Sharma14 Aug 251.05 Yr.
Swapnil Mayekar18 Nov 250.78 Yr.
Ankit Agarwal5 Aug 251.07 Yr.
Rakesh Shetty22 Nov 223.78 Yr.

Data below for Motilal Oswal Focused 25 Fund  as on 31 Aug 26

Equity Sector Allocation
SectorValue
Financial Services25.01%
Industrials23.09%
Consumer Cyclical15.93%
Technology15.68%
Health Care6.73%
Basic Materials2.8%
Real Estate2.64%
Communication Services1.74%
Asset Allocation
Asset ClassValue
Cash6.39%
Equity93.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | 540611
4%₹78 Cr718,807
Coforge Ltd (Technology)
Equity, Since 31 Jul 26 | COFORGE
4%₹71 Cr355,679
ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jan 26 | ICICIAMC
4%₹69 Cr223,954
↑ 14,266
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | INDUSINDBK
4%₹67 Cr661,657
↑ 26,712
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 28 Feb 26 | APOLLOHOSP
4%₹67 Cr75,565
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Aug 26 | MCX
4%₹67 Cr196,324
↑ 196,324
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TITAN
4%₹66 Cr130,247
Aditya Infotech Ltd (Industrials)
Equity, Since 28 Feb 26 | CPPLUS
4%₹66 Cr186,246
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 26 | SHRIRAMFIN
4%₹66 Cr592,688
↑ 55,768
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 May 26 | PNBHOUSING
4%₹65 Cr568,670
↑ 15,137

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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