Top Motilal Oswal Mutual Funds for 2025: A Comprehensive Review

Despite a volatile year for Indian equities, Motilal Oswal mutual funds have demonstrated resilience and strong fundamentals. We have shortlisted the top three Motilal Oswal mutual funds for 2025 based on three key metrics - low expense ratio, consistent long-term returns, and high Value Research ratings. These funds have delivered impressive returns in the long term, with the lowest expense ratio ranging from 0.64% to 0.70%.

Key Takeaways:

• Motilal Oswal Large and Midcap Fund - Direct Plan is a top performer with a 5-star rating from Value Research, delivering 13.68% returns in the last one year, 36.32% returns over three years, and 31.93% returns over five years.
• Motilal Oswal Midcap Fund - Direct Plan holds a 5-star rating, with a 9.47% return in the last one year, 37.43% return over three years, and 38.05% return over five years.
• Motilal Oswal ELSS Tax Saver Fund - Direct Plan, with a 4-star rating, has delivered 8.36% returns in the last one year, 34.10% returns over three years, and 29.10% returns over five years.
• These funds have consistently performed well over the long term, with a focus on efficient fund management, investor-friendly costs, and strong fundamentals.
• Investors are cautioned not to invest solely based on recent returns, but to consider factors such as fund management, expense ratio, asset under management, and stock or sector investments.

Statistics:

• Motilal Oswal Large and Midcap Fund - Direct Plan has an expense ratio of 0.66% and an AUM of Rs 10,840 crores.
• Motilal Oswal Midcap Fund - Direct Plan has an expense ratio of 0.70% and an AUM of Rs 30,401 crores.
• Motilal Oswal ELSS Tax Saver Fund - Direct Plan has an expense ratio of 0.64% and an AUM of Rs 4,360 crores.
• The Indian equity market has experienced a modest return of just over 5% in the past one year.
• The Sensex and Nifty have delivered a modest return of 13.68% and 9.47%, respectively, in the last one year.

Sources:

• Value Research
• Motilal Oswal Mutual Funds
• Indian Express Online Media Services Pvt. Ltd.