Top 5 Motilal Oswal Mutual Fund Schemes Deliver Strong Long-Term Returns

Strategic Insights -

Motilal Oswal Mutual Fund, a leading asset management company, has a strong track record across various equity categories. We highlight the top 5 Motilal Oswal mutual fund schemes that have outperformed their benchmarks and peers over 3, 5, and 10 years. These funds have consistently delivered strong long-term returns, turning a monthly SIP of just Rs 10,000 into as much as Rs 50 lakh.

Key Takeaways:

  • Motilal Oswal Midcap Fund delivered annualized returns of 34.10%, 39.75%, and 18.91% over 3, 5, and 10 years, respectively, making it the best-performing scheme of the fund house.
  • Motilal Oswal Large and Midcap Fund delivered returns of 32.94% over 3 years and 33.54% over 5 years, outperforming both its benchmark and the average returns of the midcap fund category.
  • Motilal Oswal ELSS Tax Saver Fund delivered annualized returns of 30.46% over 3 years, 30.57% over 5 years, and 18.42% over 10 years, outperforming both its benchmark and the average returns of the midcap category.
  • Motilal Oswal Flexi Cap Fund delivered annualized returns of 26.26% over 3 years, 24.38% over 5 years, and 14.36% over 10 years, outperforming both its benchmark and the category average over the 3- and 10-year periods.
  • Motilal Oswal Focused Fund delivered decent returns over the last 3-, 5-, and 10-year periods, generating annualized returns of 13.51%, 17.40%, and 11.52%, respectively, but has underperformed both its benchmark and the average returns of the focused fund category.

Statistics:

  • Motilal Oswal Midcap Fund has delivered 22.67% annualized returns on SIP investments over the past 11 years, turning a monthly SIP of Rs 10,000 into Rs 50 lakh.
  • Motilal Oswal Large and Midcap Fund has delivered a 5-year CAGR of 29.11% on SIP investments, turning a monthly SIP of Rs 10,000 into Rs 12.26 lakh.
  • Motilal Oswal ELSS Tax Saver Fund has delivered a 10-year annualized return of 20.27% on SIP investments, turning a monthly SIP of Rs 10,000 into Rs 34.91 lakh.
  • Motilal Oswal Flexi Cap Fund has delivered a 5-year annualized return of 16.02% on SIP investments, turning a monthly SIP of Rs 10,000 into Rs 33.51 lakh.
  • Motilal Oswal Focused Fund has delivered a 12-year SIP CAGR of 12.92%, turning a monthly SIP of Rs 10,000 into Rs 32.72 lakh.

Sources:

  • Value Research
  • AMFI (Association of Mutual Funds in India)
  • Fact sheets
  • Motilal Oswal Mutual Fund
  • Contify.com