Motilal Oswal Mutual Funds

As of 31 Aug 2023, fund size of Motilal Oswal Mid Cap 30 Fund is 7,972.05 Cr.

The average category Returns for Mid Cap funds under Equity class are 18.11% per annum for the last 3 years. Category returns represent the average returns of all the funds from Mid Cap fund category.

Motilal Oswal Mid Cap 30 Fund has given 27.85% annualized return for the last 3 years. The funds SIP returns during the same period is 28.46%

Motilal Oswal Mid Cap 30 Fund has 5 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of Motilal Oswal Large & Mid Cap Fund is 3,297.45 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 15.10% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large and Mid Cap fund category.

Motilal Oswal Large & Mid Cap Fund has given 20.05% annualized return for the last 3 years. The funds SIP returns during the same period is 21.67%

At present Motilal Oswal Large & Mid Cap Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Motilal Oswal Dynamic Fund is 1,281.58 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 10.25% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

Motilal Oswal Dynamic Fund has given 5.65% annualized return for the last 3 years. The funds SIP returns during the same period is 1.77%

At present Motilal Oswal Dynamic Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Motilal Oswal Multi Asset Fund is 102.63 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 12.79% per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.

Motilal Oswal Multi Asset Fund has given 2.56% annualized return for the last 3 years. The funds SIP returns during the same period is -1.04%

At present Motilal Oswal Multi Asset Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Motilal Oswal Focused 25 Fund is 1,842.31 Cr.

The average category Returns for Focused funds under Equity class are 13.17% per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.

Motilal Oswal Focused 25 Fund has given 6.72% annualized return for the last 3 years. The funds SIP returns during the same period is 2.24%

Motilal Oswal Focused 25 Fund has 1 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of Motilal Oswal Flexi Cap Fund is 9,131.44 Cr.

The average category Returns for Flexi Cap funds under Equity class are 14.16% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

Motilal Oswal Flexi Cap Fund has given 18.85% annualized return for the last 3 years. The funds SIP returns during the same period is 22.91%

Motilal Oswal Flexi Cap Fund has 1 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of Motilal Oswal Mid Cap 30 Fund is 7,972.05 Cr.

The average category Returns for Mid Cap funds under Equity class are 18.11% per annum for the last 3 years. Category returns represent the average returns of all the funds from Mid Cap fund category.

Motilal Oswal Mid Cap 30 Fund has given 27.85% annualized return for the last 3 years. The funds SIP returns during the same period is 28.46%

Motilal Oswal Mid Cap 30 Fund has 5 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of Motilal Oswal Large & Mid Cap Fund is 3,297.45 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 15.10% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large and Mid Cap fund category.

Motilal Oswal Large & Mid Cap Fund has given 20.05% annualized return for the last 3 years. The funds SIP returns during the same period is 21.67%

At present Motilal Oswal Large & Mid Cap Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Motilal Oswal Dynamic Fund is 1,281.58 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 10.25% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

Motilal Oswal Dynamic Fund has given 5.65% annualized return for the last 3 years. The funds SIP returns during the same period is 1.77%

At present Motilal Oswal Dynamic Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Motilal Oswal Multi Asset Fund is 102.63 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 12.79% per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.

Motilal Oswal Multi Asset Fund has given 2.56% annualized return for the last 3 years. The funds SIP returns during the same period is -1.04%

At present Motilal Oswal Multi Asset Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Motilal Oswal Focused 25 Fund is 1,842.31 Cr.

The average category Returns for Focused funds under Equity class are 13.17% per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.

Motilal Oswal Focused 25 Fund has given 6.72% annualized return for the last 3 years. The funds SIP returns during the same period is 2.24%

Motilal Oswal Focused 25 Fund has 1 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of Motilal Oswal Flexi Cap Fund is 9,131.44 Cr.

The average category Returns for Flexi Cap funds under Equity class are 14.16% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

Motilal Oswal Flexi Cap Fund has given 18.85% annualized return for the last 3 years. The funds SIP returns during the same period is 22.91%

Motilal Oswal Flexi Cap Fund has 1 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.