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Motilal Oswal Mutual Fund

Updated on December 16, 2024 , 7465 views

Motilal Oswal Mutual Fund is present in the Indian Mutual Fund industry for almost a decade. The fund house that manages the schemes of Motilal Oswal is Motilal Oswal Asset Management Company Limited. The board of directors of the Asset Management Company are eminent personalities having varied experience. The trustee company that supervises the functioning of the fund house is Motilal Oswal Trustee Company Limited.

Motilal Oswal offers a variety of schemes under different categories such as Equity Funds, Debt fund, and so on, to cater the diverse requirements of the individuals. The fund house is a part of the well-renowned Motilal Oswal Group which is into financial services.

AMC	Motilal Oswal Mutual Fund
Date of Setup	December 29, 2009
AUM	INR 19263.60 crore (Jun-30-2018)
Managing Director & CEO	Mr. Aashish Somaiyaa
Compliance Officer	Ms. Aparna Karmase
Headquarters	Mumbai
Customer Care	1800-200-6626
Fax	022 30896884
Telephone	022 39804263
Website	www.motilaloswalmf.com
Email	mfservice[AT]motilaloswal.com

About Motilal Oswal Mutual Fund

As mentioned earlier, Motilal Oswal Mutual Fund is a part of the well-known Motilal Oswal Group which is a diversified financial services company. This group offers its expertise in the areas such as private Wealth Management, retail broking and distribution, private equity, commodity broking, and much more. It is headquartered in Mumbai and its network is spread across 600 cities.

The Mutual Fund company’s investment philosophy with respect to equity investments is Buy Right: Sit Tight. To explain in simple terms, the company believes in purchasing the shares of quality companies at reasonable prices and stays invested for a longer time to enjoy the full potential of the investments. Motilal Oswal has been adhering to this philosophy since 1987 which was started by their sponsor Motilal Oswal Securities Limited. To purchase the right shares, the company adopts Q-G-L-P approach where:

Q means quality of business and management;
G means growth in Earnings and sustained RoE;
L means growth potential of the business; and
P means purchasing the shares at a fairly realistic price.

To hold the investment longer, the company focuses on Buy and Hold approach along with a consistent Focus on their investments.

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Top Performing Mutual Funds by Motilal MF

Motilal Oswal Mutual Fund offers a variety of schemes under various categories. Some of these categories along with the best funds in each of them is given below.

Best Equity Funds by Motilal Oswal Mutual Fund

These schemes invest their corpus in equity shares of various companies. Some of the parameters on which equity funds are classified include market capitalization, sector, and themes. Some of the types of equity funds include Large Cap Mutual Fund, mid-cap Mutual Fund, Sectoral Funds, and much more. Equity funds can be considered a good option for long-term investments. Some of the top and Best equity funds offered by Motilal Oswal are as follows.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
Motilal Oswal Multicap 35 Fund Growth	₹64.9418 ↓ -0.34	₹12,024	5.3	18	47.4	24.3	19.2	31
Motilal Oswal Midcap 30 Fund Growth	₹114.18 ↓ -0.21	₹20,056	8.3	22.9	59.4	37.1	34	41.7
Motilal Oswal Focused 25 Fund Growth	₹46.0973 ↓ -0.56	₹1,925	-9.8	1.3	16.1	12.8	13.6	18.8
Motilal Oswal Long Term Equity Fund Growth	₹56.3679 ↓ -0.47	₹4,074	3.4	17.3	52.2	29.1	24.9	37
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Dec 24

Best Debt Funds by Motilal Oswal Mutual Fund

Debt Funds invest their corpus in a number of fixed income instruments. These schemes are classified on the Basis of maturity profiles of the underlying asset. People having a low-risk appetite and plan to invest for short and medium-term tenure can choose to invest in debt funds. Some of the categories of debt funds include Liquid Funds, ultra short-term funds, short-term funds, Gilt Funds, and dynamic bond funds. Motilal Oswal’s some of the top and best performing debt funds are given as follows along with the previous performance. Under debt funds, Motilal Oswal offers one scheme namely, Motilal Oswal Ultra Short Term fund. This scheme was launched in the year 2013. The performance of this scheme is tabulated below as follows.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	2023 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
Motilal Oswal Ultra Short Term Fund Growth	₹15.9855 ↑ 0.00	₹417	1.4	2.9	6	5.1	5.8	6.56%	3M 11D	3M 22D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Dec 24

Best Hybrid Funds by Motilal Oswal Mutual Fund

Hybrid Funds enjoy the benefits of both equity as well as debt instruments. These schemes invest their corpus money in equity as well as debt instruments in a dpredetermined proportion. Hybrid schemes are also known as balanced funds. Since the hybrid schemes invest in equity instruments, their returns are not constant. Some of the top and best hybrid schemes of Motilal Oswal are listed below. Under hybrid fund category the fund house offers Motilal Oswal Dynamic Fund. This scheme of Motilal Oswal invests a major portion of its accumulated fund money in equity and equity-related instruments which include equity derivatives. Along with equity instruments, the scheme may also invest its fund money in fixed income instruments. The scheme was launched on September 27, 2016, and uses CRISIL Balanced Fund index to build its portfolio. The performance of this scheme is given below as follows.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
Motilal Oswal Dynamic Fund Growth	₹21.2353 ↓ -0.17	₹1,238	-7.6	2.1	11	11.6	9.9	24.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Dec 24

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.

Motilal Oswal Long Term Equity Fund is a Equity - ELSS fund was launched on 21 Jan 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.1% since its launch. Return for 2023 was 37% , 2022 was 1.8% and 2021 was 32.1% .

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 (18 Dec 24)	₹56.3679 ↓ -0.47 (-0.83 %)
Net Assets (Cr)	₹4,074 on 31 Oct 24
Category	Equity - ELSS
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	0.74
Sharpe Ratio	3.58
Information Ratio	1.56
Alpha Ratio	22.87
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Nov 19	₹10,000
30 Nov 20	₹10,204
30 Nov 21	₹14,302
30 Nov 22	₹15,086
30 Nov 23	₹19,044
30 Nov 24	₹28,882

Motilal Oswal Long Term Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 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 18 Dec 24

Duration	Returns
1 Month	11.3%
3 Month	3.4%
6 Month	17.3%
1 Year	52.2%
3 Year	29.1%
5 Year	24.9%
10 Year
15 Year
Since launch	19.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	37%
2022	1.8%
2021	32.1%
2020	8.8%
2019	13.2%
2018	-8.7%
2017	44%
2016	12.5%
2015
2014

Fund Manager information for Motilal Oswal Long Term Equity Fund

Name	Since	Tenure
Ajay Khandelwal	11 Dec 23	0.98 Yr.
Niket Shah	17 Oct 23	1.13 Yr.
Santosh Singh	1 Oct 24	0.17 Yr.
Rakesh Shetty	22 Nov 22	2.03 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Industrials	31.68%
Consumer Cyclical	24.69%
Financial Services	17.08%
Technology	9.32%
Real Estate	7.04%
Health Care	4.9%
Basic Materials	3.86%

Asset Allocation

Asset Class	Value
Cash	1.19%
Equity	98.81%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Trent Ltd (Consumer Cyclical) Equity, Since 31 Aug 22 \| TRENT	7%	₹289 Cr	425,260
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Oct 23 \| 543320	7%	₹278 Cr	9,923,692 ↓ -779,098
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Oct 23 \| KALYANKJIL	5%	₹227 Cr	3,134,622 ↓ -162,310
Kaynes Technology India Ltd (Industrials) Equity, Since 30 Jun 23 \| KAYNES	4%	₹178 Cr	297,751
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Oct 23 \| PRESTIGE	4%	₹174 Cr	1,055,205
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials) Equity, Since 28 Feb 23 \| FLUOROCHEM	4%	₹162 Cr	408,886
Premier Energies Ltd (Technology) Equity, Since 30 Sep 24 \| PREMIERENE	4%	₹155 Cr	1,267,798
Inox Wind Ltd (Industrials) Equity, Since 31 Dec 23 \| INOXWIND	4%	₹152 Cr	7,946,960
Suzlon Energy Ltd (Industrials) Equity, Since 31 Jan 24 \| SUZLON	4%	₹152 Cr	24,068,813
Apar Industries Ltd (Industrials) Equity, Since 31 Dec 23 \| APARINDS	4%	₹150 Cr	148,305

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.

Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.2% since its launch. Ranked 5 in Multi Cap category. Return for 2023 was 31% , 2022 was -3% and 2021 was 15.3% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund Growth
Launch Date	28 Apr 14
NAV (18 Dec 24)	₹64.9418 ↓ -0.34 (-0.52 %)
Net Assets (Cr)	₹12,024 on 31 Oct 24
Category	Equity - Multi Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0.94
Sharpe Ratio	2.69
Information Ratio	0.49
Alpha Ratio	14.05
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
30 Nov 19	₹10,000
30 Nov 20	₹10,547
30 Nov 21	₹12,559
30 Nov 22	₹12,995
30 Nov 23	₹15,509
30 Nov 24	₹23,250

Motilal Oswal Multicap 35 Fund SIP 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 18 Dec 24

Duration	Returns
1 Month	10.7%
3 Month	5.3%
6 Month	18%
1 Year	47.4%
3 Year	24.3%
5 Year	19.2%
10 Year
15 Year
Since launch	19.2%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014

Fund Manager information for Motilal Oswal Multicap 35 Fund

Name	Since	Tenure
Ajay Khandelwal	1 Oct 24	0.17 Yr.
Niket Shah	1 Jul 22	2.42 Yr.
Santosh Singh	1 Aug 23	1.34 Yr.
Rakesh Shetty	22 Nov 22	2.03 Yr.
Atul Mehra	1 Oct 24	0.17 Yr.
Sunil Sawant	1 Jul 24	0.42 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Consumer Cyclical	36.65%
Technology	19.23%
Industrials	16.8%
Financial Services	15.46%
Communication Services	8.7%
Health Care	1.56%

Asset Allocation

Asset Class	Value
Cash	1.6%
Equity	98.4%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Polycab India Ltd (Industrials) Equity, Since 31 Jan 24 \| POLYCAB	10%	₹1,314 Cr	1,800,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| KALYANKJIL	10%	₹1,250 Cr	17,250,000 ↓ -250,000
Coforge Ltd (Technology) Equity, Since 31 May 23 \| COFORGE	10%	₹1,242 Cr	1,430,000 ↑ 30,000
Trent Ltd (Consumer Cyclical) Equity, Since 31 Jan 23 \| TRENT	10%	₹1,226 Cr	1,803,916 ↑ 178,916
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 23 \| PERSISTENT	9%	₹1,181 Cr	2,000,000 ↑ 50,000
Zomato Ltd (Consumer Cyclical) Equity, Since 30 Apr 23 \| 543320	9%	₹1,119 Cr	40,000,000 ↑ 13,821,974
Jio Financial Services Ltd (Financial Services) Equity, Since 31 Jul 23 \| JIOFIN	8%	₹1,067 Cr	32,500,000 ↓ -2,500,000
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Oct 24 \| M&M	8%	₹1,023 Cr	3,450,000 ↑ 850,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Apr 24 \| 890157	5%	₹608 Cr	5,000,000
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Mar 23 \| CHOLAFIN	4%	₹555 Cr	4,500,000

3. Motilal Oswal Ultra Short Term Fund

(Erstwhile Motilal Oswal MOSt Ultra Short Term Bond Fund)

The investment objective of the Scheme is to generate optimal returns consistent with moderate levels of risk and liquidity by investing in debt securities and money market securities. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Ultra Short Term Fund is a Debt - Ultrashort Bond fund was launched on 6 Sep 13. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 4.2% since its launch. Ranked 85 in Ultrashort Bond category. Return for 2023 was 5.8% , 2022 was 3.6% and 2021 was 2.4% .

Below is the key information for Motilal Oswal Ultra Short Term Fund

Motilal Oswal Ultra Short Term Fund Growth
Launch Date	6 Sep 13
NAV (18 Dec 24)	₹15.9855 ↑ 0.00 (0.01 %)
Net Assets (Cr)	₹417 on 31 Oct 24
Category	Debt - Ultrashort Bond
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆
Risk	Moderately Low
Expense Ratio	0.35
Sharpe Ratio	-8.28
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	6.56%
Effective Maturity	3 Months 22 Days
Modified Duration	3 Months 11 Days

Growth of 10,000 investment over the years.

Date	Value
30 Nov 19	₹10,000
30 Nov 20	₹10,449
30 Nov 21	₹10,706
30 Nov 22	₹11,065
30 Nov 23	₹11,700
30 Nov 24	₹12,406

Motilal Oswal Ultra Short Term Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹194,235.
Net Profit of ₹14,235 Invest Now

Returns for Motilal Oswal Ultra Short Term Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Dec 24

Duration	Returns
1 Month	0.4%
3 Month	1.4%
6 Month	2.9%
1 Year	6%
3 Year	5.1%
5 Year	4.4%
10 Year
15 Year
Since launch	4.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	5.8%
2022	3.6%
2021	2.4%
2020	4.3%
2019	6.2%
2018	-8.1%
2017	5.5%
2016	6.4%
2015	6.6%
2014	7.5%

Fund Manager information for Motilal Oswal Ultra Short Term Fund

Name	Since	Tenure
Rakesh Shetty	22 Nov 22	2.03 Yr.

Data below for Motilal Oswal Ultra Short Term Fund as on 31 Oct 24

Asset Allocation

Asset Class	Value
Cash	35.69%
Debt	64.31%

Debt Sector Allocation

Sector	Value
Government	64.31%
Cash Equivalent	35.69%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
364 DTB 08052025 Sovereign Bonds \| -	13%	₹58 Cr	6,000,000
India (Republic of) - \| -	11%	₹49 Cr	5,000,000
182 DTB 01052025 Sovereign Bonds \| -	11%	₹49 Cr	5,000,000
364 Days T - Bill- 06/02/2025 Sovereign Bonds \| -	8%	₹35 Cr	3,500,000
182 DTB 27022025 Sovereign Bonds \| -	7%	₹30 Cr	3,000,000
182 DTB 10042025 Sovereign Bonds \| -	7%	₹29 Cr	3,000,000
364 DTB 06032025 Sovereign Bonds \| -	6%	₹25 Cr	2,500,000
364 DTB 13032025 Sovereign Bonds \| -	6%	₹25 Cr	2,500,000
364 DTB 18042025 Sovereign Bonds \| -	6%	₹24 Cr	2,500,000
364 DTB 15082025 Sovereign Bonds \| -	5%	₹24 Cr	2,500,000 ↑ 2,500,000

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.

Motilal Oswal Focused 25 Fund is a Equity - Focused fund was launched on 7 May 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.1% since its launch. Ranked 28 in Focused category. Return for 2023 was 18.8% , 2022 was 2% and 2021 was 14.6% .

Below is the key information for Motilal Oswal Focused 25 Fund

Motilal Oswal Focused 25 Fund Growth
Launch Date	7 May 13
NAV (18 Dec 24)	₹46.0973 ↓ -0.56 (-1.19 %)
Net Assets (Cr)	₹1,925 on 31 Oct 24
Category	Equity - Focused
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	0.94
Sharpe Ratio	1.33
Information Ratio	-0.67
Alpha Ratio	-3.51
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
30 Nov 19	₹10,000
30 Nov 20	₹11,281
30 Nov 21	₹13,669
30 Nov 22	₹14,543
30 Nov 23	₹16,343
30 Nov 24	₹19,278

Motilal Oswal Focused 25 Fund SIP 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 18 Dec 24

Duration	Returns
1 Month	2.3%
3 Month	-9.8%
6 Month	1.3%
1 Year	16.1%
3 Year	12.8%
5 Year	13.6%
10 Year
15 Year
Since launch	14.1%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014	44.2%

Fund Manager information for Motilal Oswal Focused 25 Fund

Name	Since	Tenure
Ajay Khandelwal	1 Oct 24	0.17 Yr.
Santosh Singh	1 Aug 23	1.34 Yr.
Rakesh Shetty	22 Nov 22	2.03 Yr.
Atul Mehra	1 Oct 24	0.17 Yr.
Sunil Sawant	1 Jul 24	0.42 Yr.

Data below for Motilal Oswal Focused 25 Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Financial Services	37.07%
Consumer Cyclical	33.94%
Technology	16.82%
Industrials	8.3%
Health Care	1.3%
Basic Materials	0.76%

Asset Allocation

Asset Class	Value
Cash	1.03%
Equity	98.97%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Religare Enterprises Ltd (Financial Services) Equity, Since 31 Aug 23 \| RELIGARE	10%	₹191 Cr	7,630,883
L&T Technology Services Ltd (Technology) Equity, Since 30 Apr 23 \| LTTS	10%	₹187 Cr	354,381 ↓ -7,110
FSN E-Commerce Ventures Ltd (Consumer Cyclical) Equity, Since 30 Nov 23 \| 543384	10%	₹182 Cr	10,587,362 ↑ 280,263
ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical) Equity, Since 31 Dec 23 \| ZFCVINDIA	10%	₹178 Cr	142,558 ↑ 5,650
Piramal Enterprises Ltd (Financial Services) Equity, Since 31 Aug 23 \| PEL	9%	₹173 Cr	1,461,536 ↓ -134,158
Star Health and Allied Insurance Co Ltd (Financial Services) Equity, Since 31 Jul 23 \| 543412	9%	₹165 Cr	3,518,128
Samvardhana Motherson International Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| MOTHERSON	8%	₹150 Cr	9,213,409 ↓ -522,633
Dreamfolks Services Ltd (Industrials) Equity, Since 31 Oct 23 \| DREAMFOLKS	6%	₹106 Cr	2,501,046
One97 Communications Ltd (Technology) Equity, Since 30 Apr 23 \| 543396	6%	₹106 Cr	1,178,036 ↓ -29,881
Fino Payments Bank Ltd (Financial Services) Equity, Since 31 Aug 23 \| 543386	3%	₹65 Cr	1,753,880

5. 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.

Motilal Oswal Midcap 30 Fund is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 25.3% since its launch. Ranked 27 in Mid Cap category. Return for 2023 was 41.7% , 2022 was 10.7% and 2021 was 55.8% .

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (18 Dec 24)	₹114.18 ↓ -0.21 (-0.18 %)
Net Assets (Cr)	₹20,056 on 31 Oct 24
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	0.66
Sharpe Ratio	2.88
Information Ratio	1.19
Alpha Ratio	19.69
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
30 Nov 19	₹10,000
30 Nov 20	₹10,587
30 Nov 21	₹16,512
30 Nov 22	₹19,659
30 Nov 23	₹25,566
30 Nov 24	₹40,921

Motilal Oswal Midcap 30 Fund SIP 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 18 Dec 24

Duration	Returns
1 Month	11.3%
3 Month	8.3%
6 Month	22.9%
1 Year	59.4%
3 Year	37.1%
5 Year	34%
10 Year
15 Year
Since launch	25.3%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014

Fund Manager information for Motilal Oswal Midcap 30 Fund

Name	Since	Tenure
Ajay Khandelwal	1 Oct 24	0.17 Yr.
Niket Shah	1 Jul 20	4.42 Yr.
Santosh Singh	1 Oct 24	0.17 Yr.
Rakesh Shetty	22 Nov 22	2.03 Yr.
Sunil Sawant	1 Jul 24	0.42 Yr.

Data below for Motilal Oswal Midcap 30 Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Consumer Cyclical	37.33%
Technology	24.3%
Industrials	20.33%
Financial Services	6.71%
Health Care	3.21%
Basic Materials	3.07%
Communication Services	2.24%
Real Estate	2.2%

Asset Allocation

Asset Class	Value
Cash	0.61%
Equity	99.39%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Polycab India Ltd (Industrials) Equity, Since 30 Sep 23 \| POLYCAB	10%	₹2,281 Cr	3,125,018 ↑ 250,018
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	10%	₹2,258 Cr	2,600,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	10%	₹2,210 Cr	30,500,000 ↑ 1,516,281
Zomato Ltd (Consumer Cyclical) Equity, Since 30 Apr 23 \| 543320	9%	₹2,168 Cr	77,500,000 ↑ 45,000,000
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	8%	₹1,772 Cr	3,000,000
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Oct 24 \| M&M	6%	₹1,409 Cr	4,750,000 ↑ 944,245
Jio Financial Services Ltd (Financial Services) Equity, Since 31 Aug 23 \| JIOFIN	6%	₹1,395 Cr	42,500,000 ↓ -7,500,000
Trent Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| TRENT	5%	₹1,189 Cr	1,749,600 ↑ 1,749,600
Bajaj Auto Ltd (Consumer Cyclical) Equity, Since 31 Oct 24 \| BAJAJ-AUTO	4%	₹1,016 Cr	1,125,000 ↓ -242,958
Voltas Ltd (Industrials) Equity, Since 31 Oct 17 \| VOLTAS	4%	₹829 Cr	4,999,745 ↓ -255

Motilal Oswal Mutual Fund Name Changes

After SEBI's (Securities and Exchange Board of India) circulation on re-categorisation and rationalisation of open-ended Mutual Funds, many Mutual Fund Houses are incorporating changes in their scheme names and categories. SEBI introduced new and broad categories in Mutual Funds in order to bring uniformity in similar schemes launched by the different Mutual Funds. This is to aim and ensure that investors can find it easier to compare the products and evaluate the different options available before Investing in a scheme.

Here is a list of Motilal Oswal schemes that got new names:

Existing Scheme Name	New Scheme Name
Motilal Oswal MOSt Focused Dynamic Equity Fund	Motilal Oswal Dynamic Fund
Motilal Oswal MOSt Focused Midcap 30 Fund	Motilal Oswal Midcap 30 Fund
Motilal Oswal MOSt Focused Multicap 35 Fund	Motilal Oswal Multicap 35 Fund
Motilal Oswal MOSt Focused 25 Fund	Motilal Oswal Focused 25 Fund
Motilal Oswal MOSt Focused Long Term Fund	Motilal Oswal Long Term Equity Fund
Motilal Oswal MOSt Ultra Short Term Bond Fund	Motilal Oswal Ultra Short Term Fund

*Note-The list will be updated as and when we get an insight about the changes in the scheme names.

Motilal Oswal SIP Mutual Fund

SIP or Systematic Investment plan is a mode of investment in Mutual Fund in which people invest in small amounts at regular intervals. SIP is one of the beauties of Mutual Fund as it helps people to attain their objectives easily. Motilal Oswal offers SIP mode of investment in most of its Mutual Fund schemes. People use SIP as an investment mode to attain various objectives such as purchasing a house, purchasing a vehicle, and planning for higher education.

Motilal Oswal Mutual Fund Calculator

mutual fund calculator is also known as sip calculator. People in order to attain their objectives, can use Mutual Fund calculator to determine their SIP amount. Some of the details that people need to enter include their income, savings amount, and expected returns on the investment. This calculator also shows the growth of SIP for the given time period. Once people get their amount, they can decide on the scheme type that can be chosen for investment.

Know Your Monthly SIP Amount

Total investment required is ₹3/month for 20 Years
or ₹257 one time (Lumpsum)
to achieve ₹5,000 Invest Now

How to Invest in Motilal Oswal Mutual Fund?

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!

Get Started

Motilal Oswal Mutual Fund Statement

You can generate Motilal Oswal Mutual Fund account statement from its website. All you need to do is enter either your Folio number/email-id or PAN number.

Motilal Oswal Online Mutual Fund

Like many fund houses, people can transact in the schemes of Motilal Oswal Mutual Fund through online. Online mode of investment in Mutual Funds is considered to be easy as people can invest in as per their convenience from anywhere and at any time. In online mode, people can visit either through the company’s website or any Mutual Fund distributor’s website. Investing through distributor’s website is considered to be easy as people can find a number of schemes which are well-analysed under one roof. In addition, they need not pay any fees to the distributor while transacting through them.

Motilal Oswal Mutual Fund NAV

Net Asset Value or NAV of a Mutual Fund scheme shows its performance for a given time period. It shows how the scheme has done in a given timeframe. The NAV of various schemes of Motilal Oswal can be found on the fund house’s website and AMFI’s website. Both these websites show both the present as well as the historical NAVs.

Why Opt for Motilal Oswal Mutual Fund?

Buy Right Sit Tight

Motilal Oswal Mutual Fund follows this mantra. It buys quality company stocks for a reasonable price and invests it for the long It ensures an optimum development of the stocks with such long-term investment.

Portfolio Management

The company is keen on avoiding loss of money because of excessive churning. Hence, it provides its investors with low churning portfolios. Also, it offers very concentrated portfolios to make sure that the high-quality stocks reach their potential.

No exit load

Motilal Oswal Mutual Fund provides with open-ended equity fund schemes which cut off the exit load for the welfare of long-term investor.

Corporate Address

Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai 400025

Sponsors

Motilal Oswal Securities Limited

Disclaimer:
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.