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Top 4 Motilal SIP Mutual Funds 2025
SIP or Systematic Investment plan is a great way to invest in Mutual Funds. The SIP plans offered by Motilal Mutual Fund is a great way to save a certain amount on a regular Basis like weekly/monthly/quarterly. This encourages regular savings and also give benefits of Power of Compounding.
With a SIP Plan you can easily stay invested for a longer duration to create strong wealth. Since, the amount is invested on regular intervals, it also reduces the impact of Market Volatility. With a SIP investment, investors can also plan their various goals like retirement, marriage, purchase of a house/vehicle or even a higher education, etc.
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Why Invest in Motilal Mutual Fund SIP?
To have a Systematic Investment Plan with a Motilal MF one does not require a massive amount of Investing as the starting amount is as low as Rs 500.
Motilal SIP mutual fund encourages in building a habit of savings from an early age
By investing in a SIP one can plan their long-term Financial goals like buying a car/house, saving for an international trip, saving for child’s education, Retirement planning or for buying any other assets.
Given that a systematic investment plan is spread over a long period of time, one catches all periods of the stock market, the ups and more importantly the downturns. In downturns, when fear catches most investors, SIP instalments continue ensuring the investors buy “low”.
So, start a SIP today in Equity Funds by investing in these top 4 best Motilal SIP funds. These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past performances, peer average returns, etc.
Best Motilal Mutual Fund SIP to Invest in Equity Funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Motilal Oswal Midcap 30 Fund Growth ₹88.6747
↓ -0.89 ₹24,488 500 -18.2 -13 15.6 27 26.3 57.1 Motilal Oswal Multicap 35 Fund Growth ₹52.7627
↓ -0.87 ₹11,855 500 -15.2 -11.1 12.6 18.5 15.2 45.7 Motilal Oswal Long Term Equity Fund Growth ₹41.3111
↓ -0.99 ₹3,876 500 -22.8 -20.6 2.4 17.8 17.4 47.7 Motilal Oswal Focused 25 Fund Growth ₹35.4172
↓ -0.68 ₹1,504 500 -22.7 -30.2 -12.5 5.2 8.6 13.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Feb 25
(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 Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on (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 Below is the key information for Motilal Oswal Multicap 35 Fund Returns up to 1 year are on (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 Below is the key information for Motilal Oswal Long Term Equity Fund Returns up to 1 year are on (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 Below is the key information for Motilal Oswal Focused 25 Fund Returns up to 1 year are on 1. Motilal Oswal Midcap 30 Fund
CAGR/Annualized return of 21.9% since its launch. Ranked 27 in Mid Cap category. Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% . Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (28 Feb 25) ₹88.6747 ↓ -0.89 (-1.00 %) Net Assets (Cr) ₹24,488 on 31 Jan 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.66 Sharpe Ratio 0.93 Information Ratio 0.68 Alpha Ratio 15.2 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 29 Feb 20 ₹10,000 28 Feb 21 ₹11,725 28 Feb 22 ₹15,686 28 Feb 23 ₹18,295 29 Feb 24 ₹27,817 28 Feb 25 ₹32,165 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Feb 25 Duration Returns 1 Month -7.8% 3 Month -18.2% 6 Month -13% 1 Year 15.6% 3 Year 27% 5 Year 26.3% 10 Year 15 Year Since launch 21.9% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 16.5% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.34 Yr. Niket Shah 1 Jul 20 4.59 Yr. Rakesh Shetty 22 Nov 22 2.2 Yr. Sunil Sawant 1 Jul 24 0.59 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Technology 29.21% Consumer Cyclical 25.34% Industrials 19.64% Financial Services 5.14% Health Care 4.07% Communication Services 2.9% Utility 2.05% Real Estate 1.98% Basic Materials 0.47% Asset Allocation
Asset Class Value Cash 9.2% Equity 90.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE10% ₹2,604 Cr 2,695,000
↑ 95,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL10% ₹2,548 Cr 33,250,000
↑ 2,750,000 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB9% ₹2,364 Cr 3,250,000
↑ 124,982 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5002518% ₹2,137 Cr 3,000,000
↑ 1,250,400 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT8% ₹2,099 Cr 3,250,000
↑ 250,000 Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | JIOFIN5% ₹1,359 Cr 45,500,000
↑ 3,000,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | M&M4% ₹1,052 Cr 3,500,000
↓ -1,250,000 Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Dec 24 | OFSS4% ₹1,019 Cr 796,967
↑ 796,967 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433964% ₹1,018 Cr 10,000,000
↑ 2,500,000 Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS3% ₹895 Cr 4,999,745 2. Motilal Oswal Multicap 35 Fund
CAGR/Annualized return of 16.6% since its launch. Ranked 5 in Multi Cap category. Return for 2024 was 45.7% , 2023 was 31% and 2022 was -3% . Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (28 Feb 25) ₹52.7627 ↓ -0.87 (-1.62 %) Net Assets (Cr) ₹11,855 on 31 Jan 25 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 0.94 Sharpe Ratio 0.9 Information Ratio 0.49 Alpha Ratio 13.01 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 29 Feb 20 ₹10,000 28 Feb 21 ₹11,931 28 Feb 22 ₹12,199 28 Feb 23 ₹12,226 29 Feb 24 ₹18,009 28 Feb 25 ₹20,280 Returns for Motilal Oswal Multicap 35 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Feb 25 Duration Returns 1 Month -6.8% 3 Month -15.2% 6 Month -11.1% 1 Year 12.6% 3 Year 18.5% 5 Year 15.2% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 14.6% Fund Manager information for Motilal Oswal Multicap 35 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.34 Yr. Niket Shah 1 Jul 22 2.59 Yr. Santosh Singh 1 Aug 23 1.51 Yr. Rakesh Shetty 22 Nov 22 2.2 Yr. Atul Mehra 1 Oct 24 0.34 Yr. Sunil Sawant 1 Jul 24 0.59 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Consumer Cyclical 29.39% Technology 24.11% Industrials 15.4% Financial Services 13.86% Communication Services 8.09% Health Care 1.71% Asset Allocation
Asset Class Value Cash 7.42% Equity 92.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE11% ₹1,391 Cr 1,440,000
↑ 10,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL10% ₹1,322 Cr 17,250,000 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB10% ₹1,309 Cr 1,800,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 50025110% ₹1,300 Cr 1,825,000
↑ 21,084 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT10% ₹1,292 Cr 2,000,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | M&M7% ₹977 Cr 3,250,000
↓ -200,000 Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 23 | JIOFIN7% ₹971 Cr 32,500,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901574% ₹589 Cr 5,000,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN4% ₹534 Cr 4,500,000 PG Electroplast Ltd (Technology)
Equity, Since 31 Dec 24 | PGEL4% ₹490 Cr 5,000,000
↑ 5,000,000 3. Motilal Oswal Long Term Equity Fund
CAGR/Annualized return of 15.1% since its launch. Return for 2024 was 47.7% , 2023 was 37% and 2022 was 1.8% . Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (28 Feb 25) ₹41.3111 ↓ -0.99 (-2.34 %) Net Assets (Cr) ₹3,876 on 31 Jan 25 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 0.74 Sharpe Ratio 0.74 Information Ratio 0.72 Alpha Ratio 10.73 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹11,796 28 Feb 22 ₹13,633 28 Feb 23 ₹14,395 29 Feb 24 ₹21,754 28 Feb 25 ₹22,281 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Feb 25 Duration Returns 1 Month -13.1% 3 Month -22.8% 6 Month -20.6% 1 Year 2.4% 3 Year 17.8% 5 Year 17.4% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Ajay Khandelwal 11 Dec 23 1.15 Yr. Rakesh Shetty 22 Nov 22 2.2 Yr. Atul Mehra 1 Oct 24 0.34 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Industrials 32.1% Consumer Cyclical 24.6% Financial Services 16.39% Technology 10.16% Real Estate 6.74% Basic Materials 6.02% Health Care 2.93% Asset Allocation
Asset Class Value Cash 1.05% Equity 98.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002517% ₹303 Cr 425,260 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433206% ₹276 Cr 9,923,692 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | KALYANKJIL5% ₹240 Cr 3,134,622 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES5% ₹221 Cr 297,751 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE4% ₹179 Cr 1,055,205 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER4% ₹174 Cr 235,044 Premier Energies Ltd (Technology)
Equity, Since 30 Sep 24 | PREMIERENE4% ₹172 Cr 1,267,798 Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM4% ₹170 Cr 408,886 Coforge Ltd (Technology)
Equity, Since 31 Jul 24 | COFORGE4% ₹163 Cr 168,355 Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | APARINDS3% ₹153 Cr 148,305 4. Motilal Oswal Focused 25 Fund
CAGR/Annualized return of 11.3% since its launch. Ranked 28 in Focused category. Return for 2024 was 13.6% , 2023 was 18.8% and 2022 was 2% . Motilal Oswal Focused 25 Fund
Growth Launch Date 7 May 13 NAV (28 Feb 25) ₹35.4172 ↓ -0.68 (-1.89 %) Net Assets (Cr) ₹1,504 on 31 Jan 25 Category Equity - Focused AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.94 Sharpe Ratio -0.35 Information Ratio -0.81 Alpha Ratio -11.15 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,521 28 Feb 22 ₹12,998 28 Feb 23 ₹13,430 29 Feb 24 ₹17,289 28 Feb 25 ₹15,123 Returns for Motilal Oswal Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Feb 25 Duration Returns 1 Month -12.7% 3 Month -22.7% 6 Month -30.2% 1 Year -12.5% 3 Year 5.2% 5 Year 8.6% 10 Year 15 Year Since launch 11.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 5.9% Fund Manager information for Motilal Oswal Focused 25 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.34 Yr. Rakesh Shetty 22 Nov 22 2.2 Yr. Atul Mehra 1 Oct 24 0.34 Yr. Sunil Sawant 1 Jul 24 0.59 Yr. Data below for Motilal Oswal Focused 25 Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 34.56% Consumer Cyclical 24.84% Technology 20.82% Industrials 11.34% Consumer Defensive 2.98% Health Care 1.46% Asset Allocation
Asset Class Value Cash 4% Equity 96% Top Securities Holdings / Portfolio
Name Holding Value Quantity Religare Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | RELIGARE11% ₹191 Cr 6,958,070
↓ -672,813 ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | ZFCVINDIA10% ₹175 Cr 145,558
↑ 3,000 Piramal Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5003029% ₹161 Cr 1,459,223
↓ -2,313 One97 Communications Ltd (Technology)
Equity, Since 30 Apr 23 | 5433967% ₹119 Cr 1,170,008
↓ -8,028 L&T Technology Services Ltd (Technology)
Equity, Since 30 Apr 23 | LTTS7% ₹115 Cr 241,948
↓ -112,433 Star Health and Allied Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5434126% ₹101 Cr 2,118,128
↓ -1,400,000 Dreamfolks Services Ltd (Industrials)
Equity, Since 31 Oct 23 | DREAMFOLKS6% ₹98 Cr 2,501,046 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | MOTHERSON5% ₹96 Cr 6,152,578
↓ -3,060,831 FSN E-Commerce Ventures Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 5433845% ₹90 Cr 5,477,058
↓ -5,110,304 Zen Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | ZENTEC4% ₹73 Cr 300,000
↑ 300,000
How Does SIP Investment Grow?
Want to know how your SIP investment will grow if you invest a certain amount monthly for a specific period of time? We will explain you with an example.
SIP Calculator or SIP Return Calculator
SIP calculators usually take inputs such as the SIP investment amount(goal) one seeks to invest, the number of years of investing required, expected Inflation rates (one needs to account for this!) and expected returns. Hence, one can calculate the SIP returns required to achieve a goal!
Let’s suppose, if you invest INR 10,000 for 10 years, see how your SIP investment grows-
Monthly Investment: INR 10,000
Investment Period: 10 years
Total Amount Invested: INR 12,00,000
Long-term Growth Rate (approx.): 15%
Expected Returns as per sip calculator: INR 27,86,573
Net Profit: INR 15,86,573 (Absolute Return= 132.2%)
The above calculations show that if you invest INR 10,000 monthly for 10 years (a total of INR 12,00,000) you will earn INR 27,86,573, which means the net profit you make is INR 15,86,573. Isn’t it great!
How to Invest in Motilal Mutual Fund SIP Online?
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!
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.
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