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Motilal Oswal

Motilal Oswal Mutual Fund

Invest in the best motilal oswal mutual fund via SIP

  • Total Funds 41
  • Average annual returns 5.47%

About Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund is a subsidiary of Motilal Oswal Financial Services Ltd. (MOFSL), which was founded in 2008 as a small sub-broking unit. Motilal Oswal MF offers a total number of 44 schemes, 34 equity funds, 5 debt funds and 5 hybrid funds. Among the major Asset Management Companies, Motilal Oswal stands out for offering a variety of funds that are suited to different investor needs.

Motilal MF holds the 21st position among other top AMCs. Motilal Oswal Midcap Fund, the flagship scheme, has exhibited an impressive average annualized return of 22.34% since its inception.

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Top Performing Motilal Oswal Mutual Fund in India for High Returns

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  • Historic Returns
  • Investment Returns
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  • Point to Point Return

Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.

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Fund Name AUM (Cr.) Fund Age 1W 1M 3M 6M YTD 1Y 2Y 3Y 5Y 10Y
207.31 2 years -1.25% 0.76% 13.41% 13.78% 13.11% 29.55% 18.28% - - - Invest
1684.03 1 years 5.51% 4.13% -1.56% -3.57% -2.42% 27.3% - - - - Invest
4061.82 1 years 6.72% 4.44% -13.97% -9.47% -14.85% 25.02% - - - - Invest
6256.58 6 years 4% -4.79% -11.47% 15.44% -11.59% 24.87% 35.01% 18.85% 27.1% - Invest
24488 11 years 4.26% 1.31% -15.91% -14.27% -17.74% 20.89% 38.12% 28.23% 38.38% 16.9% Invest
11855.06 10 years 4.43% 3.74% -9.86% -11.16% -11.83% 20.55% 35.78% 21.35% 25.82% 12.78% Invest
8446.92 5 years 8.49% 6.56% -15.41% -14.71% -15.54% 19.75% 33.65% 24.53% 32.75% - Invest
3876.23 10 years 9.27% 6.64% -16.62% -16.87% -17.16% 16.66% 33.15% 23.37% 30.29% 15.79% Invest
1865.24 1 years 9.78% 5.42% -14.17% -16.78% -14.75% 12.88% - - - - Invest
3880.36 4 years 0.24% -4.81% -4.03% 2.78% -2.07% 12.33% 22.91% 13.14% - - Invest
3880.36 4 years 0.24% -4.81% -4.03% 2.78% -2.07% 12.33% 22.91% 13.14% - - Invest
71.06 4 years 3.03% 1.83% -0.68% -3.2% -0.62% 11.25% 20.07% 12.84% - - Invest
43.38 4 years 2.08% 1.93% 1.33% -0.26% 1% 11.04% 15.5% 10.53% - - Invest
36.44 3 years 0.08% 1.77% 6.04% 4.26% - 10.66% 6.27% - - - Invest
1981.68 5 years 7.64% 4.89% -7.97% -13.9% -8.67% 10.5% 31.36% 20.55% 34.96% - Invest
585.68 5 years 6.92% 6.2% 0.71% -4.61% 1.05% 10.24% 14.39% 13.17% 23.65% - Invest
29.09 1 years -2.43% 1.19% 10.29% 3.77% 10.05% 9.41% - - - - Invest
30.24 3 years 1.02% 2.35% 3.24% 3.43% 2.43% 9.06% 7.99% 6.34% - - Invest
796.09 5 years 8.81% 6.02% -13.03% -17.5% -14.16% 7.97% 32.06% 17.36% 37.63% - Invest
598.24 5 years 5.1% 4.86% -0.19% -8.7% -0.24% 7.73% 18.84% 11.82% 25.21% - Invest
Fund Name AUM (Cr.) Risk 1W 1M 3M 6M YTD 1Y 2Y 3Y 5Y 10Y
Fund Name Mar-2025 Feb-2025 Jan-2025 Dec-2024 Nov-2024 Oct-2024 Sep-2024 Aug-2024 Jul-2024 Jun-2024 May-2024 Apr-2024
Fund Name 2025-Q1 2024-Q4 2024-Q3 2024-Q2 2024-Q1 2023-Q4 2023-Q3 2023-Q2 2023-Q1 2022-Q4 2022-Q3 2022-Q2
Fund Name 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund Name AUM (Cr.) Risk 1W 1M 3M 6M YTD 1Y 2Y 3Y 5Y 10Y
Fund Name AUM (Cr.) Initial NAV Final NAV NAV Change Absolute Ret. Annalized Ret.
Fund Name AUM (Cr.) Risk 6M 1Y 2Y 3Y 5Y 10Y From Launch
207.31 Very High
8.65%
27.17%
25.27%
-
-
-
23.57%
Invest
1684.03 Very High
0.3%
8.81%
-
-
-
-
13.03%
Invest
4061.82 Very High
-6.79%
-3.97%
-
-
-
-
5.33%
Invest
6256.58 Average
-2.5%
17.68%
27.34%
29.35%
21.15%
-
22.51%
Invest
24488 Very High
-8.8%
-9.53%
20.97%
26.71%
30.51%
21.3%
20.69%
Invest
11855.06 Very High
-3.55%
-0.84%
22.28%
24.23%
19.81%
14.41%
14.46%
Invest
8446.92 Very High
-7.36%
-8.75%
17.68%
23.7%
23.99%
-
23.8%
Invest
3876.23 Very High
-8.41%
-13.05%
16.3%
22.41%
22.24%
17.34%
17.23%
Invest
1865.24 Very High
-7.96%
-15.33%
-
-
-
-
7.05%
Invest
3880.36 Very High
-4.05%
4.65%
16.24%
17.76%
-
-
15.22%
Invest
3880.36 Very High
-4.05%
4.65%
16.24%
17.76%
-
-
15.22%
Invest
71.06 Very High
-1.11%
0.88%
12.28%
14.27%
-
-
13.06%
Invest
43.38 High
0.44%
4.42%
10.97%
11.95%
-
-
10.79%
Invest
36.44 Very High
-
-
2.67%
6.1%
-
-
5.79%
Invest
1981.68 Very High
-4.4%
-11.05%
12.5%
19.39%
22.65%
-
23.3%
Invest
585.68 Very High
0.6%
-0.04%
6.51%
9.32%
12.91%
-
12.6%
Invest
29.09 Very High
8.31%
18.84%
-
-
-
-
17.4%
Invest
30.24 Moderate
2.88%
9.97%
8.56%
7.98%
-
-
7.41%
Invest
796.09 Very High
-7.35%
-17.56%
9.56%
17.85%
22.44%
-
23.28%
Invest
598.24 Very High
-0.78%
-2.82%
8.82%
11.71%
13.96%
-
14.53%
Invest
Fund Name Risk Standard Deviation Alpha Beta Sharpe Ratio
Very High
-
-
-
-
Invest
Very High
-
-
-
-
Invest
Very High
-
-
-
-
Invest
Average
22.876%
-
-
0.772%
Invest
Very High
18.728%
7.885%
0.892%
1.047%
Invest
Very High
15.785%
6.046%
0.889%
0.761%
Invest
Very High
16.577%
7.354%
0.963%
0.899%
Invest
Very High
18.539%
5.026%
1.067%
0.644%
Invest
Very High
-
-
-
-
Invest
Very High
14.006%
-
-
0.718%
Invest
Very High
14.006%
-
-
0.718%
Invest
Very High
9.136%
-
-
0.732%
Invest
High
5.911%
-
-
0.668%
Invest
Very High
-
-
-
-
Invest
Very High
16.194%
-
-
0.828%
Invest
Very High
14.546%
-
-
0.245%
Invest
Very High
-
-
-
-
Invest
Moderate
2.195%
-
0.903%
-
Invest
Very High
19.328%
-
-
0.577%
Invest
Very High
12.733%
-
-
0.422%
Invest
Fund Name Min SIP Min Lumpsum Expense Ratio Fund Manager Launch Date
₹500
₹500
0.51%
Rakesh Shetty
13-Oct 2022
Invest
₹500
₹500
2.1%
Ajay Khandelwal
06-Feb 2024
Invest
₹500
₹500
1.84%
Ajay Khandelwal
26-Dec 2023
Invest
₹500
₹500
0.58%
Swapnil P Mayekar
29-Nov 2018
Invest
₹500
₹500
1.58%
Niket Shah
24-Feb 2014
Invest
₹500
₹500
1.72%
Niket Shah
28-Apr 2014
Invest
₹500
₹500
1.73%
Ajay Khandelwal
17-Oct 2019
Invest
₹500
₹500
1.82%
Ajay Khandelwal
21-Jan 2015
Invest
₹500
₹500
1.07%
Swapnil P Mayekar
05-Jul 2023
Invest
₹500
₹500
1.13%
Ankush Sood
28-Apr 2020
Invest
₹500
₹500
1.13%
Ankush Sood
28-Apr 2020
Invest
₹500
₹500
0.52%
Rouhak Shah
12-Mar 2021
Invest
₹500
₹500
0.49%
Rouhak Shah
12-Mar 2021
Invest
₹500
₹500
1.06%
Ankush Sood
01-Dec 2021
Invest
₹500
₹500
1%
Swapnil P Mayekar
10-Sep 2019
Invest
₹500
₹500
1%
Swapnil P Mayekar
10-Sep 2019
Invest
₹500
₹500
0.57%
Ankush Sood
21-Sep 2023
Invest
₹500
₹500
0.2%
Rakesh Shetty
06-Oct 2021
Invest
₹500
₹500
1.04%
Swapnil P Mayekar
10-Sep 2019
Invest
₹500
₹500
0.55%
Swapnil P Mayekar
23-Dec 2019
Invest
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  • Invested Amount
  • Estimated Returns

  • Invested Amount ₹43,855
  • Interest Earned ₹6,145

Comparison of Top Motilal Oswal Mutual Fund

Key Information of Motilal Oswal Mutual Fund

The below table covers the complete information about the Motilal Oswal MF:

Mutual Fund Name Motilal Oswal Mutual Fund
AMC Name Motilal Oswal Asset Management Company Pvt. Limited
AMC Step Up Date 14-Nov-08
Incorporation Date 14-Nov-08
AMC Age 15 Years
Trustee Organisation Motilal Oswal Trustee Limited
MD & CEO Mr Navin Agarwal
Investors Service Officer Jamin Dinesh Majethia

*As On 21-02-2025


History of Motilal Oswal Fund

Motilal Oswal Securities Ltd. (MOSL), founded in 1987, started as a small sub-broking unit and has since grown into a trusted name in the financial industry. Motilal Oswal Mutual Fund, established under the Indian Trust Act, is registered with SEBI, and the asset management company was formed in 2008. The Motilal Oswal MF is known for its unique investing style, focusing on responsible governance and consistently delivering strong performance across its funds.

Motilal Oswal Best Mutual Fund for SIP

Here is a list of the best motilal oswal mutual funds to invest in via SIP (Systematic Investment Plan):

Fund NameLaunch DateCategoryAUM (cr)3 Yrs Returns5 Yrs Returns
Motilal Oswal Midcap Fund 02-02-2014 Equity: Mid Cap Rs. 26421 27.15% 26.19%
Motilal Oswal Flexi Cap Fund 08-04-2014 Equity: Flexi Cap Rs 11855 18.30% 14.74%
Motilal Oswal Large and MidCap fund 01-10-2019 Equity: Large & Mid Cap Rs 8447 19.19% 19.87%
Motilal Oswal ELSS Tax Saver Fund 05-01-2015 Equity: ELSS Rs 3876 18.45% 17.47%
Motilal Oswal Nasdaq 100 FOF 05-11-2018 Funds of Fund: Overseas Rs 6257 23.15% 24.03%

*As On 21-02-2025


Pro Tip:
 Be your own problem solver, use SIP Calculator to know your returns.

Motilal Oswal Management Team

Below is a complete list of Motilal Oswal MF managers:

Fund ManagerCategoryTotal Experience (Yrs.)
Niket Shah Equity 15
Rakesh Shetty Equity 14
Swapnil P Mayekar Equity 20
Ajay Khandelwal Equity/Hybrid 20
Atul Mehra Equity/Hybrid 15
Sunil Sawant Equity/Hybrid 16

*As On 21-02-2025

How to Select the Best Motilal Oswal Mutual Fund?

To begin Motilal Oswal SIP in this AMC, follow the given steps:

  • Step 1:Have real goals and match them to your investments.
  • Step 2:Understand your risk tolerance before investing.
  • Step 3:Research Motilal Oswal MF & choose consistent performers.
  • Step 4:Invest in the Best Mutual Funds via SIP that lowers risk.
  • Step 5:Adjust investments according to their performance.
  • Step 6:Seek mutual funds expert help for professional guidance.

In short, investing in Mutual Funds in today's era will make you the smartest one in the room.

How to Invest in Motilal Oswal MF via MySIPonline?

Investing in Motilal Oswal Mutual Funds is made effortless via MySIPonline, known for its simplifying investments:

  • Step 1:Sign up for a free account through the mobile app or website.
  • Step 2:Add the Motilal Oswal best mutual fund to your cart.
  • Step 3:Complete KYC (Know Your Customer) & add bank proof.
  • Step 4:Choose the type of investment, SIP or Lumpsum.
  • Step 5:Pay using UPI or Net banking to complete the transaction.
  • Step 6:Keep tabs on your investments from your mobile anytime.

Pro Tip: Level up investments with Step Up SIP Calculator and stay ahead of time.

What is the Taxation on Motilal Oswal Fund?

The tax on Motilal Oswal Mutual Funds depends on whether it's an equity or debt fund:

Equity Funds 

  • Short-term (less than 1 year):15% tax on gains.
  • Long-term (more than 1 year):10% tax on gains over Rs.1 lakh.

Debt Funds

  • Short-term (less than 3 years):Tax as per your income tax slab.
  • Long-term (more than 3 years):20% tax with benefits for inflation adjustments.

Pro Tip: Getting worked up on taxes? Use Tax Calculator for instant results.

Frequently Asked Questions

Can I invest for a very short-term duration in Motilal Oswal Mutual Fund?

Yes, when you invest in liquid funds, you can utilise the advantage to get comparatively higher returns than bank savings deposit and redeem any time as the emergency arrives. Motilal Oswal Liquid Regular Plan is available at MySIPonline to fulfil your very short-term investment needs or plan for emergency requirements.

What are the different Motilal Oswal mutual funds available?

Determined to serve investors with the best investment solutions, this AMC provides a range of investment products to match with their investment objective. Based on your risk-appetite and other prominent factors, you can choose different schemes provided under equity, debt, and hybrid category funds. The segregation under the category to subcategory to schemes makes investors confident to get what they are searching for.

What is the advantage of investing in amc Funds?

The AMC ensures safety, transparency, low cost, and higher return potential. By investing in any scheme offered by the fund house over a time horizon as mentioned in the investment objective, the investors will surely get adequate returns by investing. So, it depends on your investment decision as well to choose the scheme wisely.

Are all SIPs in Motilal Oswal Funds online tax-free?

No, all SIPs in Motilal Oswal MF are not tax-free. To get tax-saving benefits, you have to choose the ELSS scheme. Taxation in funds of this AMC is done as per the rules set by the Government.
Is there anything like minimum lock-in period for mutual fund investment units?
Apart from the ELSS scheme, i.e., Motilal Oswal Tax Saver Fund, which is for investors to get tax saving benefits and capital appreciation, there is no scheme with a lock-in period. The ELSS scheme has a lock-in of 3-years as mentioned in SEBI mandates.

How to analyse the performance of Motilal Oswal Mutual Fund?

To analyze the performance of any scheme provided by this AMC, you are required to check the returns of the particular scheme at MySIPonline at all durations. You can also check the performance of the SIPs by simply putting in the value in the relevant bracket and get the graph.

Why do I need a financial adviser?

It is not necessary that you should take the help of a financial adviser if you understand the important parameters of investing. But, for new investors, it is important to take consultation from the experts as they will help in sorting out the relevant schemes. Further, if you are confused among schemes or unable to review your portfolio, you are in a need of adviser.
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