
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.
More-
Launched in
29-Dec-2009
-
AMC Age
15 Years
-
Website
https://www.motilaloswalmf.com -
Email Address
mfservice@motilaloswal.com
Top Performing Motilal Oswal Mutual Fund in India for High Returns
Returns
SIP Returns
Risk
Information
NAV Details
Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.
Select date points :
SubmitFund 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 |
Fund Name | Current NAV | Previous NAV | 1D NAV Change | 52- Week High NAV | 52- Week Low NAV | |
---|---|---|---|---|---|---|
16.4865
(25-03-2025)
|
16.4346
(24-03-2025)
|
0.32%
|
16.7584
|
12.6951
|
Invest | |
12.8666
(25-03-2025)
|
12.8785
(24-03-2025)
|
-0.09%
|
13.4238
|
10.1366
|
Invest | |
12.5363
(25-03-2025)
|
12.6650
(24-03-2025)
|
-1.02%
|
15.1496
|
10.3914
|
Invest | |
38.7581
(25-03-2025)
|
38.8834
(24-03-2025)
|
-0.32%
|
45.724
|
29.4966
|
Invest | |
92.7646
(25-03-2025)
|
92.8023
(24-03-2025)
|
-0.04%
|
114.695
|
79.007
|
Invest | |
56.7578
(25-03-2025)
|
56.6750
(24-03-2025)
|
0.15%
|
65.7429
|
48.0167
|
Invest | |
29.1630
(25-03-2025)
|
29.5108
(24-03-2025)
|
-1.18%
|
35.6287
|
25.4363
|
Invest | |
45.7313
(25-03-2025)
|
46.3848
(24-03-2025)
|
-1.41%
|
57.043
|
41.0368
|
Invest | |
15.4393
(25-03-2025)
|
15.8279
(24-03-2025)
|
-2.46%
|
19.3659
|
13.977
|
Invest | |
22.0727
(24-03-2025)
|
21.7860
(21-03-2025)
|
1.32%
|
23.8514
|
18.5865
|
Invest | |
22.0727
(24-03-2025)
|
21.7860
(21-03-2025)
|
1.32%
|
23.8514
|
18.5865
|
Invest | |
16.3940
(24-03-2025)
|
16.2686
(21-03-2025)
|
0.77%
|
16.9762
|
14.7647
|
Invest | |
14.9220
(24-03-2025)
|
14.8512
(21-03-2025)
|
0.48%
|
14.991
|
13.4507
|
Invest | |
11.6671
(12-01-2024)
|
11.6671
(12-01-2024)
|
-0.22%
|
-
|
-
|
Invest | |
33.3006
(25-03-2025)
|
33.6303
(24-03-2025)
|
-0.98%
|
39.0586
|
30.7475
|
Invest | |
18.2885
(25-03-2025)
|
18.3234
(24-03-2025)
|
-0.19%
|
19.3523
|
16.589
|
Invest | |
12.5106
(24-03-2025)
|
12.5599
(21-03-2025)
|
-0.39%
|
12.8233
|
10.907
|
Invest | |
12.1316
(25-03-2025)
|
12.1869
(24-03-2025)
|
-0.45%
|
12.416
|
11.1542
|
Invest | |
32.5922
(25-03-2025)
|
33.0392
(24-03-2025)
|
-1.35%
|
40.1351
|
29.5463
|
Invest | |
19.8838
(25-03-2025)
|
19.8754
(24-03-2025)
|
0.04%
|
22.0006
|
18.3226
|
Invest |
Motilal Oswal Mutual Fund Return Calculator
Historical Returns
Future Value
Invested Amt.
+Net Profit
=Total Wealth
- Invested Amount
- Estimated Returns
- Invested Amount ₹43,855
- Interest Earned ₹6,145
Explore Other Popular Calculators

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 Name | Launch Date | Category | AUM (cr) | 3 Yrs Returns | 5 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 Manager | Category | Total 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
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