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ટોચના 4 મોતીલાલ SIP મ્યુચ્યુઅલ ફંડ્સ 2022

Updated on February 23, 2026 , 8616 views

SIP અથવા વ્યવસ્થિતરોકાણ યોજના માટે એક સરસ રીત છેમ્યુચ્યુઅલ ફંડમાં રોકાણ કરો. મોતીલાલ દ્વારા ઓફર કરાયેલ SIP યોજનાઓમ્યુચ્યુઅલ ફંડ નિયમિત રીતે ચોક્કસ રકમ બચાવવાની એક સરસ રીત છેઆધાર જેમ કે સાપ્તાહિક/માસિક/ત્રિમાસિક. આ નિયમિત બચતને પ્રોત્સાહન આપે છે અને લાભો પણ આપે છેસંયોજન શક્તિ.

SIP પ્લાન સાથે તમે મજબૂત સંપત્તિ બનાવવા માટે લાંબા સમય સુધી સરળતાથી રોકાણ કરી શકો છો. કારણ કે, રકમ નિયમિત અંતરાલ પર રોકાણ કરવામાં આવે છે, તે અસરને પણ ઘટાડે છેબજાર અસ્થિરતા સાથે એSIP રોકાણ, રોકાણકારો તેમના વિવિધ ધ્યેયો જેવા કે નિવૃત્તિ, લગ્ન, મકાન/વાહન ખરીદવા અથવા તો ઉચ્ચ શિક્ષણ વગેરેની પણ યોજના બનાવી શકે છે.

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Motilal-SIP-Mutual-Funds

મોતીલાલ મ્યુચ્યુઅલ ફંડ SIP માં શા માટે રોકાણ કરો?

  • મોતીલાલ MF સાથે સિસ્ટમેટિક ઇન્વેસ્ટમેન્ટ પ્લાન ધરાવવા માટે મોટી રકમની જરૂર નથીરોકાણ કારણ કે પ્રારંભિક રકમ રૂ. 500 જેટલી ઓછી છે.

  • મોતીલાલ SIP મ્યુચ્યુઅલ ફંડ નાની ઉંમરથી જ બચતની આદત બનાવવા માટે પ્રોત્સાહિત કરે છે

  • SIPમાં રોકાણ કરીને વ્યક્તિ તેમના લાંબા ગાળાની યોજના બનાવી શકે છેનાણાકીય લક્ષ્યો જેમ કે કાર/હાઉસ ખરીદવું, આંતરરાષ્ટ્રીય પ્રવાસ માટે બચત કરવી, બાળકના શિક્ષણ માટે બચત કરવી,નિવૃત્તિ આયોજન અથવા અન્ય કોઈપણ સંપત્તિ ખરીદવા માટે.

  • વ્યવસ્થિત રોકાણ યોજના લાંબા ગાળામાં ફેલાયેલી હોય છે તે જોતાં, વ્યક્તિ શેરબજારના તમામ સમયગાળા, ઉતાર-ચઢાવ અને વધુ મહત્ત્વની મંદીને પકડે છે. મંદીમાં, જ્યારે મોટાભાગના રોકાણકારોને ડર લાગે છે, ત્યારે રોકાણકારો "નીચી" ખરીદી કરે તેની ખાતરી કરવા SIP હપ્તાઓ ચાલુ રહે છે.

તેથી, આજે જ SIP શરૂ કરોઇક્વિટી ફંડ્સ આ ટોચના 4 શ્રેષ્ઠ મોતીલાલ SIP ફંડ્સમાં રોકાણ કરીને. એયુએમ જેવા અમુક પરિમાણો હાથ ધરીને આ ભંડોળને શોર્ટલિસ્ટ કરવામાં આવ્યું છે,નથી, ભૂતકાળનું પ્રદર્શન, પીઅર સરેરાશ વળતર, વગેરે.

ઇક્વિટી ફંડ્સમાં રોકાણ કરવા માટે શ્રેષ્ઠ મોતીલાલ મ્યુચ્યુઅલ ફંડ SIP

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Long Term Equity Fund Growth ₹48.5615
↑ 0.14
₹4,188 500 -6.3-511.921.816.6
Motilal Oswal Midcap 30 Fund  Growth ₹89.9933
↑ 0.23
₹34,432 500 -11.9-14.3-1.721.422.3
Motilal Oswal Multicap 35 Fund Growth ₹56.7339
↑ 0.13
₹13,180 500 -8.4-9.13.621.312.1
Motilal Oswal Focused 25 Fund  Growth ₹43.1677
↑ 0.19
₹1,445 500 -1.60.217.3117.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Feb 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 (₹4,188 Cr).Highest AUM (₹34,432 Cr).Upper mid AUM (₹13,180 Cr).Bottom quartile AUM (₹1,445 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: 16.60% (upper mid).5Y return: 22.34% (top quartile).5Y return: 12.10% (lower mid).5Y return: 7.22% (bottom quartile).
Point 63Y return: 21.83% (top quartile).3Y return: 21.42% (upper mid).3Y return: 21.31% (lower mid).3Y return: 10.96% (bottom quartile).
Point 71Y return: 11.86% (upper mid).1Y return: -1.67% (bottom quartile).1Y return: 3.64% (lower mid).1Y return: 17.31% (top quartile).
Point 8Alpha: -5.20 (upper mid).Alpha: -12.33 (bottom quartile).Alpha: -5.98 (lower mid).Alpha: -2.93 (top quartile).
Point 9Sharpe: -0.04 (upper mid).Sharpe: -0.54 (bottom quartile).Sharpe: -0.19 (lower mid).Sharpe: 0.04 (top quartile).
Point 10Information ratio: 0.49 (upper mid).Information ratio: -0.10 (lower mid).Information ratio: 0.56 (top quartile).Information ratio: -0.68 (bottom quartile).

Motilal Oswal Long Term Equity Fund

  • Lower mid AUM (₹4,188 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.60% (upper mid).
  • 3Y return: 21.83% (top quartile).
  • 1Y return: 11.86% (upper mid).
  • Alpha: -5.20 (upper mid).
  • Sharpe: -0.04 (upper mid).
  • Information ratio: 0.49 (upper mid).

Motilal Oswal Midcap 30 Fund 

  • Highest AUM (₹34,432 Cr).
  • Oldest track record among peers (12 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.34% (top quartile).
  • 3Y return: 21.42% (upper mid).
  • 1Y return: -1.67% (bottom quartile).
  • Alpha: -12.33 (bottom quartile).
  • Sharpe: -0.54 (bottom quartile).
  • Information ratio: -0.10 (lower mid).

Motilal Oswal Multicap 35 Fund

  • Upper mid AUM (₹13,180 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.10% (lower mid).
  • 3Y return: 21.31% (lower mid).
  • 1Y return: 3.64% (lower mid).
  • Alpha: -5.98 (lower mid).
  • Sharpe: -0.19 (lower mid).
  • Information ratio: 0.56 (top quartile).

Motilal Oswal Focused 25 Fund 

  • Bottom quartile AUM (₹1,445 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 7.22% (bottom quartile).
  • 3Y return: 10.96% (bottom quartile).
  • 1Y return: 17.31% (top quartile).
  • Alpha: -2.93 (top quartile).
  • Sharpe: 0.04 (top quartile).
  • Information ratio: -0.68 (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 (₹4,188 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.60% (upper mid).
  • 3Y return: 21.83% (top quartile).
  • 1Y return: 11.86% (upper mid).
  • Alpha: -5.20 (upper mid).
  • Sharpe: -0.04 (upper mid).
  • Information ratio: 0.49 (upper mid).

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 (26 Feb 26) ₹48.5615 ↑ 0.14   (0.29 %)
Net Assets (Cr) ₹4,188 on 31 Jan 26
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.65
Sharpe Ratio -0.04
Information Ratio 0.49
Alpha Ratio -5.2
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Jan 21₹10,000
31 Jan 22₹13,265
31 Jan 23₹13,176
31 Jan 24₹19,252
31 Jan 25₹23,449
31 Jan 26₹23,990

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 26 Feb 26

DurationReturns
1 Month 3%
3 Month -6.3%
6 Month -5%
1 Year 11.9%
3 Year 21.8%
5 Year 16.6%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for Motilal Oswal Long Term Equity Fund
NameSinceTenure
Ajay Khandelwal11 Dec 232.14 Yr.
Rakesh Shetty22 Nov 223.2 Yr.
Atul Mehra1 Oct 241.34 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services33.05%
Industrials22.97%
Consumer Cyclical16.09%
Technology9.79%
Basic Materials8.83%
Real Estate3.76%
Health Care2.64%
Consumer Defensive1.83%
Asset Allocation
Asset ClassValue
Cash1.03%
Equity98.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX
8%₹328 Cr1,296,040
Piramal Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | PIRAMALFIN
6%₹244 Cr1,401,921
↑ 113,688
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
5%₹219 Cr8,000,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 25 | MUTHOOTFIN
5%₹209 Cr546,874
Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 30 Nov 25 | GROWW
5%₹194 Cr10,941,411
↑ 797,603
PTC Industries Ltd (Industrials)
Equity, Since 30 Sep 24 | 539006
4%₹185 Cr102,631
↑ 2,310
Waaree Energies Ltd (Technology)
Equity, Since 31 Oct 24 | 544277
4%₹163 Cr583,979
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 24 | BEL
4%₹162 Cr3,598,038
Jain Resource Recycling Ltd (Basic Materials)
Equity, Since 31 Oct 25 | JAINREC
4%₹159 Cr3,870,864
↑ 1,023,142
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE
4%₹157 Cr1,077,437

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 (₹34,432 Cr).
  • Oldest track record among peers (12 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.34% (top quartile).
  • 3Y return: 21.42% (upper mid).
  • 1Y return: -1.67% (bottom quartile).
  • Alpha: -12.33 (bottom quartile).
  • Sharpe: -0.54 (bottom quartile).
  • Information ratio: -0.10 (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 (26 Feb 26) ₹89.9933 ↑ 0.23   (0.25 %)
Net Assets (Cr) ₹34,432 on 31 Jan 26
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.56
Sharpe Ratio -0.54
Information Ratio -0.1
Alpha Ratio -12.33
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 Jan 21₹10,000
31 Jan 22₹15,611
31 Jan 23₹17,167
31 Jan 24₹25,382
31 Jan 25₹32,939
31 Jan 26₹31,530

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 ₹530,691.
Net Profit of ₹230,691
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 26 Feb 26

DurationReturns
1 Month -1.9%
3 Month -11.9%
6 Month -14.3%
1 Year -1.7%
3 Year 21.4%
5 Year 22.3%
10 Year
15 Year
Since launch 20.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Varun Sharma21 Jan 260.03 Yr.
Swapnil Mayekar18 Nov 250.2 Yr.
Ajay Khandelwal1 Oct 241.33 Yr.
Ankit Agarwal21 Jan 260.03 Yr.
Rakesh Shetty22 Nov 223.19 Yr.

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

Equity Sector Allocation
SectorValue
Technology32.1%
Financial Services19.54%
Consumer Cyclical13.52%
Industrials9.23%
Communication Services8.81%
Real Estate2.56%
Health Care0.83%
Asset Allocation
Asset ClassValue
Cash6.54%
Equity93.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹3,391 Cr5,618,243
↓ -351,597
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
10%₹3,308 Cr20,000,000
↑ 250,000
One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 543396
8%₹2,650 Cr23,299,158
↑ 798,031
Nifty February 2026 Future
- | -
7%₹2,450 Cr964,015
↑ 964,015
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | 543320
7%₹2,359 Cr86,225,827
↑ 9,724,827
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
6%₹2,220 Cr61,385,972
↑ 1,342,732
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 25 | BHARTIARTL
5%₹1,874 Cr9,517,664
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL
5%₹1,747 Cr51,423,983
↑ 3,923,983
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI
5%₹1,642 Cr4,084,550
↑ 84,550
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON
5%₹1,565 Cr1,497,807
↓ -602,193

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 (₹13,180 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.10% (lower mid).
  • 3Y return: 21.31% (lower mid).
  • 1Y return: 3.64% (lower mid).
  • Alpha: -5.98 (lower mid).
  • Sharpe: -0.19 (lower mid).
  • Information ratio: 0.56 (top quartile).

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (26 Feb 26) ₹56.7339 ↑ 0.13   (0.24 %)
Net Assets (Cr) ₹13,180 on 31 Jan 26
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio -0.19
Information Ratio 0.56
Alpha Ratio -5.98
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 Jan 21₹10,000
31 Jan 22₹11,508
31 Jan 23₹10,830
31 Jan 24₹15,405
31 Jan 25₹19,292
31 Jan 26₹19,595

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 ₹415,684.
Net Profit of ₹115,684
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 26 Feb 26

DurationReturns
1 Month -0.6%
3 Month -8.4%
6 Month -9.1%
1 Year 3.6%
3 Year 21.3%
5 Year 12.1%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure
Varun Sharma21 Jan 260.03 Yr.
Swapnil Mayekar18 Nov 250.21 Yr.
Ajay Khandelwal1 Oct 241.34 Yr.
Ankit Agarwal21 Jan 260.03 Yr.
Rakesh Shetty22 Nov 223.2 Yr.
Atul Mehra1 Oct 241.34 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services21.98%
Technology20.26%
Consumer Cyclical12.86%
Industrials12.53%
Communication Services9.23%
Energy2.09%
Consumer Defensive0.26%
Asset Allocation
Asset ClassValue
Cash12.18%
Equity87.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE
9%₹1,240 Cr7,500,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT
9%₹1,156 Cr1,914,786
↓ -334,727
Nifty February 2026 Future
- | -
9%₹1,154 Cr454,090
↑ 454,090
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | 543320
7%₹889 Cr32,498,890
↑ 4,973,890
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN
7%₹873 Cr5,351,744
↓ -128,604
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
7%₹862 Cr6,358,221
↑ 5,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | HDFCBANK
6%₹836 Cr9,000,000
↑ 9,000,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL
6%₹806 Cr22,272,976
↑ 2,197,076
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | CGPOWER
6%₹732 Cr12,534,629
↑ 655,260
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 890157
5%₹626 Cr4,000,000

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 (₹1,445 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 7.22% (bottom quartile).
  • 3Y return: 10.96% (bottom quartile).
  • 1Y return: 17.31% (top quartile).
  • Alpha: -2.93 (top quartile).
  • Sharpe: 0.04 (top quartile).
  • Information ratio: -0.68 (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 (26 Feb 26) ₹43.1677 ↑ 0.19   (0.44 %)
Net Assets (Cr) ₹1,445 on 31 Jan 26
Category Equity - Focused
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 0.04
Information Ratio -0.68
Alpha Ratio -2.93
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 Jan 21₹10,000
31 Jan 22₹11,529
31 Jan 23₹11,360
31 Jan 24₹14,757
31 Jan 25₹14,596
31 Jan 26₹15,261

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 ₹367,070.
Net Profit of ₹67,070
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 26 Feb 26

DurationReturns
1 Month 3.9%
3 Month -1.6%
6 Month 0.2%
1 Year 17.3%
3 Year 11%
5 Year 7.2%
10 Year
15 Year
Since launch 12.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for Motilal Oswal Focused 25 Fund 
NameSinceTenure
Varun Sharma14 Aug 250.47 Yr.
Rakesh Shetty22 Nov 223.2 Yr.
Atul Mehra1 Oct 241.34 Yr.
Sunil Sawant1 Jul 241.59 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services24.27%
Consumer Cyclical18.45%
Technology17.49%
Industrials16.3%
Basic Materials10.42%
Consumer Defensive2.96%
Health Care2.74%
Asset Allocation
Asset ClassValue
Cash7.36%
Equity92.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
One97 Communications Ltd (Technology)
Equity, Since 30 Apr 23 | 543396
5%₹75 Cr661,062
↓ -99,986
Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 543349
4%₹64 Cr334,204
↑ 5,287
Coforge Ltd (Technology)
Equity, Since 31 Aug 25 | COFORGE
4%₹59 Cr354,827
↑ 9,019
MTAR Technologies Ltd (Industrials)
Equity, Since 30 Nov 25 | MTARTECH
4%₹57 Cr195,690
↑ 8,927
Shriram Finance Ltd (Financial Services)
Equity, Since 31 Dec 25 | SHRIRAMFIN
4%₹55 Cr542,747
↑ 192,747
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TITAN
4%₹55 Cr139,002
↑ 8,877
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Oct 25 | ABCAPITAL
4%₹54 Cr1,603,286
↑ 64,034
Religare Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | RELIGARE
4%₹52 Cr2,169,340
↑ 44,085
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jan 26 | ULTRACEMCO
3%₹50 Cr39,589
↑ 39,589
State Bank of India (Financial Services)
Equity, Since 31 Jan 26 | SBIN
3%₹50 Cr460,437
↑ 460,437

SIP રોકાણ કેવી રીતે વધે છે?

જો તમે ચોક્કસ સમયગાળા માટે માસિક ચોક્કસ રકમનું રોકાણ કરો તો તમારું SIP રોકાણ કેવી રીતે વધશે તે જાણવા માગો છો? અમે તમને એક ઉદાહરણ સાથે સમજાવીશું.

SIP કેલ્ક્યુલેટર અથવા SIP રીટર્ન કેલ્ક્યુલેટર

SIP કેલ્ક્યુલેટર સામાન્ય રીતે ઇનપુટ લે છે જેમ કે SIP રોકાણની રકમ (ધ્યેય), જે રોકાણ કરવા માગે છે, રોકાણના વર્ષોની સંખ્યા, અપેક્ષિતફુગાવો દરો (એકને આ માટે એકાઉન્ટ કરવાની જરૂર છે!) અને અપેક્ષિત વળતર. આથી, કોઈ લક્ષ્ય હાંસલ કરવા માટે જરૂરી SIP વળતરની ગણતરી કરી શકે છે!

ધારો કે, જો તમે 10 રૂપિયાનું રોકાણ કરો છો,000 10 વર્ષ માટે, જુઓ કે તમારું SIP રોકાણ કેવી રીતે વધે છે-

માસિક રોકાણ: INR 10,000

રોકાણનો સમયગાળો: 10 વર્ષ

રોકાણ કરેલ કુલ રકમ: INR 12,00,000

લાંબા ગાળાનો વિકાસ દર (અંદાજે): 15%

મુજબ અપેક્ષિત વળતરસિપ કેલ્ક્યુલેટર: INR 27,86,573

ચોખ્ખો નફો: INR 15,86,573 (સંપૂર્ણ વળતર= 132.2%)

ઉપરોક્ત ગણતરીઓ દર્શાવે છે કે જો તમે 10 વર્ષ માટે માસિક INR 10,000 નું રોકાણ કરો છો (કુલ INR12,00,000) તમે કમાશોINR 27,86,573, જેનો અર્થ છે કે તમે જે ચોખ્ખો નફો કરો છોINR 15,86,573. શું તે મહાન નથી!

મોતીલાલ મ્યુચ્યુઅલ ફંડ SIP માં ઓનલાઈન કેવી રીતે રોકાણ કરવું?

  1. Fincash.com પર આજીવન માટે મફત રોકાણ ખાતું ખોલો.

  2. તમારી નોંધણી અને KYC પ્રક્રિયા પૂર્ણ કરો

  3. દસ્તાવેજો અપલોડ કરો (PAN, આધાર, વગેરે).અને, તમે રોકાણ કરવા માટે તૈયાર છો!

    શરૂ કરો

Disclaimer:
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.
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