Motilal Oswal Funds: Performance, NAV, Returns & Schemes 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.
Showing 1 - 20 of 58 results
| 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 | 119.01 119.01 | 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 | 40.43 40.43 | 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 | 71.47 71.47 | 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 | 17.13 17.13 | -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 | 61.95 61.95 | -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 | 11.69 11.69 | -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 | 63.71 63.71 | -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 | 15.67 15.67 | 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 | 31.98 31.98 | -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 | 40.46 40.46 | -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 | 11.39 11.39 | 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 | 27.45 27.45 | -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 | 14.62 14.62 | 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 | 27.23 27.23 | -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 | 18.09 18.09 | -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 | 27.07 27.07 | -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 | 64.13 64.13 | 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 | 12.82 12.82 | -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 | 13.98 13.98 | -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 | 38.98 38.98 | -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 |
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 -
- Launch Tickertape Mutual Fund Screener.
- Add a filter “AMC” and select “Motilal Oswal Asset Management Company Ltd”.
- Sort out the top Motilal Oswal mutual funds based on over 50 fundamental and technical filters.
- 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
Niket Shah
Santosh Singh
Rakesh Shetty
Dishant Mehta
Risks Associated with Motilal Oswal Mutual Funds
Midcap Volatility
Stock Concentration
International Exposure
Layered Costs
Liquidity Restrictions
Allocation Risk
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Factors to Consider Before Investing in Motilal Oswal Mutual Funds
Portfolio Concentration
Benchmark Gap
Fund Size
Portfolio Turnover
Market-Cap Exposure
International Limits
Documents Required to Invest in Motilal Oswal Mutual Fund
Here are the documents you may require to invest in Motilal Oswal Mutual Fund:
- PAN Card: Mandatory for all investors as proof of identity and for financial transactions.
- Proof of Identity (PoI): Any one self-attested document such as Aadhaar Card, Passport, Voter ID, or Driving Licence.
- Proof of Address (PoA): Recent documents like utility bills, bank statements, Aadhaar, or Passport verifying current residence.
- Recent Photograph: Passport-size photograph (self-attested) required for account records.
- KYC / CKYC Form: A completed Know Your Customer form is mandatory before investing. Once verified, it is valid across all mutual fund houses.
- 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
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Frequently Asked Questions About Motilal Oswal Mutual Funds
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.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.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.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.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.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.Which are the top-performing funds of Motilal Oswal Mutual Fund?
Here are some Motilal Oswal mutual funds based on their 5Y CAGR:
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.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.