Motilal Oswal Mutual Funds

As of 31 Jul 2025, fund size of Motilal Oswal Balance Advantage Fund is 890.56 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 11.40% 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 Balance Advantage Fund has given 8.55% annualized return for the last 3 years. The funds SIP returns during the same period is 6.77%

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

Not Rated

As of 28 Feb 2025, 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 14.75% 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 5.18% annualized return for the last 3 years.

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

Not Rated

As of 31 Jul 2025, fund size of Motilal Oswal Focused Fund is 1,306.57 Cr.

The average category Returns for Focused funds under Equity class are 15.42% per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.

Motilal Oswal Focused Fund has given 7.62% annualized return for the last 3 years. The funds SIP returns during the same period is 5.50%

Motilal Oswal Focused 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 Jul 2025, fund size of Motilal Oswal Balance Advantage Fund is 890.56 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 11.40% 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 Balance Advantage Fund has given 8.55% annualized return for the last 3 years. The funds SIP returns during the same period is 6.77%

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

Not Rated

As of 28 Feb 2025, 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 14.75% 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 5.18% annualized return for the last 3 years.

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

Not Rated

As of 31 Jul 2025, fund size of Motilal Oswal Focused Fund is 1,306.57 Cr.

The average category Returns for Focused funds under Equity class are 15.42% per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.

Motilal Oswal Focused Fund has given 7.62% annualized return for the last 3 years. The funds SIP returns during the same period is 5.50%

Motilal Oswal Focused 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.