Good morning :)
Mutual Funds Collections

Motilal Oswal Funds: Performance, NAV, Returns & Schemes 2026

Motilal Oswal Asset Management Company Ltd. (MOAMC), founded in 2008, managed over ₹2.01 lakh cr in assets as of 27 April 2026 and had more than 1.17 cr client accounts. Its investment approach follows the QGLP framework of Quality, Growth, Longevity and Price. As of 31 March 2026, Motilal Oswal Mutual Fund managed about ₹1.30 lakh cr, with over 1.03 cr unique investors and 68 active branches. India’s mutual fund industry, meanwhile, reached ₹87.08 lakh cr in AUM by August 2026.

Top Motilal Oswal Mutual Funds - SIP Schemes, Performance, Returns 2026

Top Motilal Oswal Mutual Funds in India (2025)

Here's the list of top Motilal Oswal mutual funds across equity, debt, hybrid funds offered by Motilal Oswal Asset Management Company Ltd.

Created by

@82600328260032

Showing 1 - 20 of 58 results

last updated at 11:00 PM IST 
NameMFs (58)↓↓Sub CategorySub Category↓↓PlanPlan↓↓AUMAUM↓↓AMCAMC↓↓NAVNAV↓↓Absolute Returns - 3MAbsolute Ret. - 3M↓↓Absolute Returns - 1YAbsolute Ret. - 1Y↓↓CAGR 3YCAGR 3Y↓↓Base Exp. RatioBase Exp. Ratio↓↓Exit LoadExit Load↓↓VolatilityVolatility↓↓Sharpe RatioSharpe Ratio↓
1.Motilal Oswal Midcap Fund
Motilal Oswal Midcap Fund
Mid Cap Fund
Mid Cap Fund
Growth
Growth
40,207.50
40,207.50
Motilal Oswal Asset Management Company Limited
Motilal Oswal Asset Management Company Limited
0.80
0.80
0.82
0.82
18.23
18.23
0.67
0.67
1.00
1.00
19.14
19.14
-0.09
-0.09
2.Motilal Oswal Large & Midcap Fund
Motilal Oswal Large & Midcap Fund
Large & Mid Cap Fund
Large & Mid Cap Fund
Growth
Growth
19,832.31
19,832.31
Motilal Oswal Asset Management Company Limited
Motilal Oswal Asset Management Company Limited
1.03
1.03
7.57
7.57
21.50
21.50
0.62
0.62
1.00
1.00
19.42
19.42
0.25
0.25
3.Motilal Oswal Flexi Cap Fund
Motilal Oswal Flexi Cap Fund
Flexi Cap Fund
Flexi Cap Fund
Growth
Growth
13,446.11
13,446.11
Motilal Oswal Asset Management Company Limited
Motilal Oswal Asset Management Company Limited
1.18
1.18
3.92
3.92
17.71
17.71
0.71
0.71
1.00
1.00
16.83
16.83
0.08
0.08
4.Motilal Oswal Small Cap Fund
Motilal Oswal Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
8,297.97
8,297.97
Motilal Oswal Asset Management Company Limited
Motilal Oswal Asset Management Company Limited
-2.38
-2.38
17.09
17.09
-
-
0.57
0.57
1.00
1.00
17.31
17.31
0.73
0.73
5.Motilal Oswal Nasdaq 100 FOF
Motilal Oswal Nasdaq 100 FOF
FoFs (Overseas)
FoFs (Overseas)
Growth
Growth
8,031.84
8,031.84
Motilal Oswal Asset Management Company Limited
Motilal Oswal Asset Management Company Limited
-11.67
-11.67
22.94
22.94
33.18
33.18
0.16
0.16
1.00
1.00
23.90
23.90
0.89
0.89
6.Motilal Oswal Nifty India Defence Index Fund
Motilal Oswal Nifty India Defence Index Fund
Index Fund
Index Fund
Growth
Growth
5,434.15
5,434.15
Motilal Oswal Asset Management Company Limited
Motilal Oswal Asset Management Company Limited
-7.71
-7.71
13.06
13.06
-
-
0.40
0.40
1.00
1.00
24.87
24.87
0.41
0.41
7.Motilal Oswal ELSS Tax Saver Fund
Motilal Oswal ELSS Tax Saver Fund
Equity Linked Savings Scheme (ELSS)
Equity Linked Savings Scheme (ELSS)
Growth
Growth
4,889.61
4,889.61
Motilal Oswal Asset Management Company Limited
Motilal Oswal Asset Management Company Limited
-2.09
-2.09
7.40
7.40
19.75
19.75
0.60
0.60
-
-
18.70
18.70
0.23
0.23
8.Motilal Oswal Multi Cap Fund
Motilal Oswal Multi Cap Fund
Multi Cap Fund
Multi Cap Fund
Growth
Growth
4,600.83
4,600.83
Motilal Oswal Asset Management Company Limited
Motilal Oswal Asset Management Company Limited
4.02
4.02
12.49
12.49
-
-
0.62
0.62
1.00
1.00
17.82
17.82
0.51
0.51
9.Motilal Oswal S&P 500 Index Fund
Motilal Oswal S&P 500 Index Fund
Index Fund
Index Fund
Growth
Growth
4,584.30
4,584.30
Motilal Oswal Asset Management Company Limited
Motilal Oswal Asset Management Company Limited
-5.59
-5.59
16.59
16.59
24.27
24.27
0.54
0.54
1.00
1.00
14.41
14.41
0.87
0.87
10.Motilal Oswal Nifty Midcap 150 Index Fund
Motilal Oswal Nifty Midcap 150 Index Fund
Index Fund
Index Fund
Growth
Growth
3,994.69
3,994.69
Motilal Oswal Asset Management Company Limited
Motilal Oswal Asset Management Company Limited
-4.35
-4.35
2.08
2.08
14.68
14.68
0.23
0.23
1.00
1.00
16.84
16.84
-0.09
-0.09
11.Motilal Oswal Arbitrage Fund
Motilal Oswal Arbitrage Fund
Arbitrage Fund
Arbitrage Fund
Growth
Growth
3,434.03
3,434.03
Motilal Oswal Asset Management Company Limited
Motilal Oswal Asset Management Company Limited
1.73
1.73
7.06
7.06
-
-
0.14
0.14
0.25
0.25
1.45
1.45
1.69
1.69
12.Motilal Oswal Nifty 500 Index Fund
Motilal Oswal Nifty 500 Index Fund
Index Fund
Index Fund
Growth
Growth
3,085.94
3,085.94
Motilal Oswal Asset Management Company Limited
Motilal Oswal Asset Management Company Limited
-1.02
-1.02
0.57
0.57
11.76
11.76
0.13
0.13
1.00
1.00
14.79
14.79
-0.20
-0.20
13.Motilal Oswal Large Cap Fund
Motilal Oswal Large Cap Fund
Large Cap Fund
Large Cap Fund
Growth
Growth
2,925.26
2,925.26
Motilal Oswal Asset Management Company Limited
Motilal Oswal Asset Management Company Limited
2.09
2.09
0.90
0.90
-
-
0.68
0.68
1.00
1.00
14.33
14.33
-0.15
-0.15
14.Motilal Oswal Gold and Silver Passive FoF
Motilal Oswal Gold and Silver Passive FoF
FoFs - Gold
FoFs - Gold
Growth
Growth
2,821.00
2,821.00
Motilal Oswal Asset Management Company Limited
Motilal Oswal Asset Management Company Limited
-9.63
-9.63
17.36
17.36
31.45
31.45
0.15
0.15
-
-
39.46
39.46
0.50
0.50
15.Motilal Oswal Nifty Microcap 250 Index Fund
Motilal Oswal Nifty Microcap 250 Index Fund
Index Fund
Index Fund
Growth
Growth
2,409.71
2,409.71
Motilal Oswal Asset Management Company Limited
Motilal Oswal Asset Management Company Limited
-4.98
-4.98
5.25
5.25
13.40
13.40
0.43
0.43
1.00
1.00
20.86
20.86
0.12
0.12
16.Motilal Oswal BSE Enhanced Value Index Fund
Motilal Oswal BSE Enhanced Value Index Fund
Index Fund
Index Fund
Growth
Growth
2,131.66
2,131.66
Motilal Oswal Asset Management Company Limited
Motilal Oswal Asset Management Company Limited
-3.78
-3.78
-0.92
-0.92
19.80
19.80
0.35
0.35
1.00
1.00
17.82
17.82
-0.26
-0.26
17.Motilal Oswal Focused Fund
Motilal Oswal Focused Fund
Focused Fund
Focused Fund
Growth
Growth
1,845.11
1,845.11
Motilal Oswal Asset Management Company Limited
Motilal Oswal Asset Management Company Limited
4.10
4.10
25.78
25.78
15.19
15.19
0.80
0.80
1.00
1.00
16.20
16.20
1.18
1.18
18.Motilal Oswal Business Cycle Fund
Motilal Oswal Business Cycle Fund
Thematic Fund
Thematic Fund
Growth
Growth
1,448.77
1,448.77
Motilal Oswal Asset Management Company Limited
Motilal Oswal Asset Management Company Limited
-0.78
-0.78
-3.06
-3.06
-
-
0.90
0.90
1.00
1.00
18.40
18.40
-0.34
-0.34
19.Motilal Oswal Active Momentum Fund
Motilal Oswal Active Momentum Fund
Thematic Fund
Thematic Fund
Growth
Growth
1,364.10
1,364.10
Motilal Oswal Asset Management Company Limited
Motilal Oswal Asset Management Company Limited
-0.49
-0.49
17.19
17.19
-
-
1.73
1.73
1.00
1.00
17.94
17.94
0.70
0.70
20.Motilal Oswal Nifty Smallcap 250 Index Fund
Motilal Oswal Nifty Smallcap 250 Index Fund
Index Fund
Index Fund
Growth
Growth
1,243.08
1,243.08
Motilal Oswal Asset Management Company Limited
Motilal Oswal Asset Management Company Limited
-5.24
-5.24
2.08
2.08
12.19
12.19
0.28
0.28
1.00
1.00
18.19
18.19
-0.03
-0.03

Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Mutual Fund Screener and is subject to real-time updates.

Selection criteria: AMC: Motilal Oswal Asset Management Company Ltd | AUM: Sorted from Highest to Lowest

What are Motilal Oswal Mutual Funds?

Motilal Oswal Asset Management Company Ltd manages investment schemes called Motilal Oswal Mutual Funds. These funds offer a range of equity, debt and hybrid options. The funds help individuals participate in India's growth story. The company built these funds on the Buy Right Sit Tight philosophy. The funds focus on long-term wealth creation through quality stock selection and disciplined management. MOAMC manages over ₹80,000 cr in assets and operates across major Indian cities. Motilal Oswal Mutual Funds aim to make professional investing accessible to both first-time and experienced investors.

Key Information about Motilal Oswal Funds Management Ltd

Here are the key details about Motilal Oswal Funds Management Ltd-

Category Details
AMC Name Motilal Oswal Asset Management Company Ltd (MOAMC)
Incorporation Date November 14, 2008
Legal Status Public Limited Company
Parent / Group Part of Motilal Oswal Group / MOFSL (Motilal Oswal Financial Services)
Assets Under Management (AUM) Crossed ₹1.5 lakh crore mark recently
Business Lines Mutual funds, Portfolio Management Services (PMS)
Ethical / Thematic Products Example:MOAMC Ethical &; PMS product (launched June 2021, AUM ~ ₹67 crore)
Customer / Partner Reach Over 12+ lakh partners / customers (as per the Become Partner portal)

Types of funds offered by Motilal Oswal Mutual Fund

Motilal Oswal Equity Funds

Motilal Oswal's equity funds invest mainly in listed Indian companies to generate long term capital growth. These include Flexi Cap, Midcap and Small Cap Funds. The funds follow the AMC's "Buy Right Sit Tight" philosophy and focus on quality businesses.

Motilal Oswal Index Funds and ETFs

These funds replicate market indices like Nifty 50, Nifty 500 or Nasdaq 100. Motilal Oswal offers a wide range of index funds and ETFs. They provide low cost and diversified exposure to both Indian and global markets.

Motilal Oswal Debt Funds

Debt funds invest in government securities, bonds, and money market instruments to deliver stable returns with lower risk. They suit investors who seek steady income or diversification from equity market volatility.

Motilal Oswal Hybrid Funds

hybrid funds combine equity and debt in varying proportions to balance growth and stability. Motilal Oswal's hybrid schemes aim to optimise risk-adjusted returns across changing market conditions.

Motilal Oswal International Funds

Motilal Oswal offers international funds and fund of funds that invest in global markets like the U.S. or emerging economies. These provide diversification and exposure to global companies beyond Indian equities.

Motilal Oswal Gold and Commodity Funds

These funds invest in gold ETFs or gold linked instruments. This allows investors to hedge against inflation and diversify portfolios through exposure to precious metals without physically holding them.

Motilal Oswal Factor and Thematic Funds

Motilal Oswal's factor and thematic funds follow quantitative or theme based strategies such as momentum, quality or value investing. This enables investors to participate in specific market trends or factors driving long term performance.

Overview of the Top Motilal Oswal Mutual Fund Schemes

Motilal Oswal Midcap Fund

The Motilal Oswal Midcap Fund invests primarily in mid-sized companies with growth potential. The fund focuses on capital appreciation and aims to generate long-term returns by selecting high-potential mid-cap stocks with a strong market outlook.

Motilal Oswal Large & Midcap Fund

Motilal Oswal Large & Midcap Fund combines investments in large and mid-cap stocks and balances stability and growth. The fund seeks to offer capital appreciation through a diversified portfolio of high-quality and fundamentally strong companies in India.

Motilal Oswal Flexi Cap Fund

Motilal Oswal Flexi Cap Fund invests across large, mid, and small-cap stocks and offers flexibility in asset allocation. The fund aims to generate long-term capital growth by dynamically adjusting its exposure based on market conditions and growth opportunities.

Motilal Oswal Nasdaq 100 FOF

Motilal Oswal Nasdaq 100 FOF invests in the top 100 companies listed on the Nasdaq exchange. The fund offers Indian investors exposure to global technology-driven growth and aims to provide long-term capital appreciation through a diversified global portfolio.

Motilal Oswal Small Cap Fund

Motilal Oswal Small Cap Fund invests in small-cap companies with high growth potential. The fund aims at investors seeking aggressive long-term capital appreciation and targets emerging businesses poised for significant growth in the expanding Indian market.

How to Invest in Motilal Oswal Mutual Funds?

Here’s how you can identify and invest in top Motilal Oswal Mutual Funds with Tickertape Mutual Fund Screener -

  1. Launch Tickertape Mutual Fund Screener.
  2. Add a filter “AMC” and select “Motilal Oswal Asset Management Company Ltd”.
  3. Sort out the top Motilal Oswal mutual funds based on over 50 fundamental and technical filters.
  4. After identifying the Motilal Oswal mutual funds, that align with your investment thesis, click on “Place Order” to invest the Motilal Oswal mutual funds.

With Tickertape Mutual Fund Screener, you can invest ‘lumpsum’ or start a ‘SIP’ in Motilal Oswal mutual funds. Moreover, by connecting your portfolio , you can do a deep analysis of your portfolio and assess its performance.

Top Motilal Oswal Fund Managers

Ajay Khandelwal

Ajay Khandelwal has managed funds and conducted research for over 13 years. He earlier managed funds at Canara Robeco and BOI AXA Investment Managers. He holds a CFA Level 3 certification and an MBA from TAPMI Manipal. Ajay now manages the equity components of the Motilal Oswal Flexi Cap Fund and the Motilal Oswal Midcap Fund.

Niket Shah

Niket Shah has worked in equity research and fund management for over 15 years. He served as Head of Midcaps Research at Motilal Oswal Securities and also worked with Edelweiss Securities and Religare Capital Markets. Niket now manages the equity component of the Motilal Oswal Flexi Cap Fund.

Santosh Singh

Santosh Singh has spent more than 16 years in the financial services industry. He held leadership roles in research and fund management. He now manages the equity components of the Motilal Oswal Dynamic Fund and the Motilal Oswal Multi Asset Fund.

Rakesh Shetty

Rakesh Shetty has worked in equity and debt trading and ETF management for over 13 years. He now manages the debt component of the Motilal Oswal Flexi Cap Fund.

Dishant Mehta

Dishant Mehta joined MOAMC in October 2024 as an Associate Fund Manager. He manages the equity components of various schemes, including the Motilal Oswal BSE Enhanced Value ETF Fund and the Motilal Oswal Nasdaq 100 Fund of Funds.

Risks Associated with Motilal Oswal Mutual Funds

Midcap Volatility

Motilal Oswal Midcap Fund returned -2.52% over one year to August 2026, versus 14.13% for the Nifty Midcap 150 TRI. This highlights how active mid-cap portfolios can diverge sharply from their benchmark.

Stock Concentration

Motilal Oswal Midcap Fund held 9.07% in One 97 Communications and 8.13% in Kalyan Jewellers in August 2026. Large individual positions can make scheme returns more sensitive to company-specific developments.

International Exposure

Motilal Oswal Nasdaq 100 FOF remains exposed to US equity valuations and rupee-dollar movements. Currency changes can either amplify or reduce Indian investor returns, even when the underlying Nasdaq-100 portfolio moves differently.

Layered Costs

Motilal Oswal Nasdaq 100 FOF had a 0.19% direct-plan TER in April 2026, while its underlying Nasdaq 100 ETF charged 0.58%, meaning investors bear costs at both FoF and ETF levels.

Liquidity Restrictions

Fresh SIP registrations and SIP top-ups in Motilal Oswal Nasdaq 100 FOF remained discontinued in 2026 because of overseas investment constraints. Such regulatory limits can restrict fresh investment even when existing SIPs continue.

Allocation Risk

Motilal Oswal Balanced Advantage Fund can vary net equity from 30% to 100% using valuation signals. If its allocation model shifts defensively or aggressively at unfavourable times, performance may differ from static-allocation funds.

Install the Tickertape app and enjoy a more hands-on investing experience
  • portfolio-iconReceive real-time market alerts for timely decisions
  • portfolio-iconMonitor your portfolio from the palm of your hands
  • portfolio-iconWatchlist stocks and mutual funds to stay updated

Factors to Consider Before Investing in Motilal Oswal Mutual Funds

Portfolio Concentration

Motilal Oswal Midcap Fund managed ₹42,851.59 cr in August 2026, with its top two holdings exceeding 17% combined. Investors can examine whether concentrated positions align with their tolerance for stock-specific volatility.

Benchmark Gap

Motilal Oswal Midcap Fund’s one-year return was -2.52% against 14.13% for its benchmark in August 2026. Comparing benchmark-relative performance across periods helps show whether active stock selection has added or reduced returns.

Fund Size

Motilal Oswal Midcap Fund’s AUM reached ₹42,851.59 cr by August 2026. In mid-cap strategies, fund size matters because deploying large inflows efficiently can become harder when suitable stocks have limited market liquidity.

Portfolio Turnover

The Midcap Fund reported a portfolio turnover ratio of 0.95 in August 2026. Higher turnover can indicate more frequent portfolio changes, making trading activity and the manager’s evolving investment decisions important factors to monitor.

Market-Cap Exposure

Motilal Oswal offers dedicated mid-cap, small-cap, flexi-cap and large-and-mid-cap strategies. Investors should examine how each scheme’s market-cap exposure affects volatility, liquidity and sensitivity to different phases of India’s equity cycle.

International Limits

Overseas investment limits remain relevant for Motilal Oswal’s international schemes. The Nasdaq 100 FOF stopped fresh SIP registrations and top-ups, showing how regulatory ceilings can affect accessibility regardless of underlying market performance.

Documents Required to Invest in Motilal Oswal Mutual Fund

Here are the documents you may require to invest in Motilal Oswal Mutual Fund:

  1. PAN Card: Mandatory for all investors as proof of identity and for financial transactions.
  2. Proof of Identity (PoI): Any one self-attested document such as Aadhaar Card, Passport, Voter ID, or Driving Licence.
  3. Proof of Address (PoA): Recent documents like utility bills, bank statements, Aadhaar, or Passport verifying current residence.
  4. Recent Photograph: Passport-size photograph (self-attested) required for account records.
  5. KYC / CKYC Form: A completed Know Your Customer form is mandatory before investing. Once verified, it is valid across all mutual fund houses.
  6. Additional Documents (for Non-Individuals): Companies, trusts, and partnerships must submit entity-specific documents like Certificate of Incorporation, Board Resolution, or Trust Deed as applicable.

Note: For latest details, visit Motilal Oswal’s official AMC website.



Conclusion

Motilal Oswal Mutual Fund combines research-driven strategies with a disciplined investment philosophy aimed at long-term wealth creation. By offering a diverse range of equity, debt, hybrid, and international funds, it caters to varied investor goals and risk profiles. Its strong presence, innovative fund offerings, and consistent performance have helped build trust among investors seeking structured participation in India's evolving capital markets. To compare, screen, and track all Motilal Oswal schemes with live returns and risk metrics, you can use Tickertape's Mutual Fund Screener

Frequently Asked Questions About Motilal Oswal Mutual Funds

  1. How to start an SIP online in Motilal Oswal Mutual Fund?

    Visit the official website or app, choose your preferred fund, set the investment amount and frequency, and complete KYC if required. Investors can also set up a Motilal Oswal SIP for regular investments.

  2. How to calculate Motilal Oswal Mutual Fund returns?

    Subtract the initial investment from the current value, divide by the initial amount, and multiply by 100. Investors can also review Motilal Oswal SIP return data on the official platform or Tickertape.

  3. Does Motilal Oswal offer tax-free mutual fund schemes?

    Motilal Oswal offers tax-saving schemes such as Equity Linked Savings Scheme (ELSS), which may qualify for Section 80C benefits. Investors comparing Motilal Oswal MF schemes should check prevailing tax rules.

  4. How can I cancel the ongoing SIP in Motilal Oswal Mutual Fund?

    Log in to your account, go to the SIP section, select the SIP you want to cancel, and follow the required steps. This process also applies to SIPs in schemes such as the Motilal Oswal Midcap Fund.

  5. How to withdraw money from Motilal Oswal Mutual Fund?

    Log in to your account, select the fund, specify the amount or units to redeem, and confirm the request. Investors can also review their Motilal Oswal portfolio before submitting a redemption request.

  6. What are the redemption charges of the Motilal Oswal fund?

    Redemption charges depend on the scheme and holding period. For options such as Motilal Oswal Midcap Fund, investors should check the applicable exit load and redemption terms in the latest scheme documents.

  7. Which are the top-performing funds of Motilal Oswal Mutual Fund?
  8. How to increase SIP amount in Motilal Oswal Mutual Fund?

    Log in to your account, open the SIP section, select the SIP you want to modify, and update the amount. Investors tracking Motilal Oswal Midcap Fund NAV history can review past NAV movements separately from SIP modifications.

  9. How to choose the best Motilal Oswal Mutual Funds before investing?

    Investors can compare goals, risk tolerance, time horizon, historical performance, asset class and portfolio strategy before evaluating the best Motilal Oswal mutual fund scheme. Reviewing the Motilal Oswal portfolio can also help understand sector, stock and market-cap exposure.