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Motilal Oswal Mutual Fund funds

Fundwise SIP and SWP returns


Rolling SIP returns
Fund Any 1Y SIPAny 3Y SIPAny 5Y SIP
Motilal Oswal Nifty 50 Index Fund14.47%14.88%16.0%
Motilal Oswal Nifty 50 ETF10.1%12.58%11.78%
Motilal Oswal 5 Year G Sec Fund Of Fund7.35%8.04%7.74%
Motilal Oswal Digital India Fund0%0%0%
Motilal Oswal Special Opportunities Fund0%0%0%
Motilal Oswal Bse Enhanced Value ETF41.44%26.8%0%
Motilal Oswal Multi Cap Fund18.87%0%0%
Motilal Oswal Nifty 200 Momentum 30 ETF13.6%10.81%0%
Motilal Oswal Infrastructure Fund0%0%0%
Motilal Oswal Nifty Next 50 ETF0%0%0%
Motilal Oswal Quant Fund0.8%0%0%
Motilal Oswal Nifty 5 Year Benchmark G Sec ETF7.39%7.35%7.66%
Motilal Oswal ELSS Tax Saver Fund19.09%19.8%17.93%
Motilal Oswal Nasdaq 100 ETF Mofn10024.36%20.25%17.98%
Motilal Oswal Nifty Alpha 50 ETF0%0%0%
Motilal Oswal Balanced Advantage Fund Mofdynamic9.37%9.05%9.59%
Motilal Oswal Nifty Midcap 100 ETF12.35%22.7%21.58%
Motilal Oswal Nifty 500 ETF5.99%0%0%
Motilal Oswal Large And Midcap Fund34.77%26.71%30.04%
Motilal Oswal Nasdaq 100 Fund Of Fund33.19%20.18%19.35%
Motilal Oswal Nifty 50 Equal Weight ETF0%0%0%
Motilal Oswal Nifty India Tourism ETF0%0%0%
Motilal Oswal Nifty Smallcap 250 ETF3.52%0%0%
Motilal Oswal Silver ETF0%0%0%
Motilal Oswal Manufacturing Fund18.28%0%0%
Motilal Oswal Nasdaq Q50 ETF15.49%18.67%0%
Motilal Oswal Asset Allocation FOF C12.37%14.39%13.21%
Motilal Oswal Nifty Midsmall Healthcare Index Fund0%0%0%
Motilal Oswal Nifty Microcap 250 Index Fund5.45%0%0%
Motilal Oswal Services Fund0%0%0%
Motilal Oswal Innovation Opportunities Fund0%0%0%
Motilal Oswal Active Momentum Fund0%0%0%
Motilal Oswal Nifty Midsmall Financial Services Index Fund0%0%0%
Motilal Oswal Bse Healthcare ETF38.05%24.35%0%
Motilal Oswal Nifty Energy ETF0%0%0%
Motilal Oswal Midcap Fund18.25%25.44%25.16%
Motilal Oswal Nifty Midsmall It And Telecom Index Fund0%0%0%
Motilal Oswal Small Cap Fund8.16%0%0%
Motilal Oswal Arbitrage Fund0%0%0%
Motilal Oswal Consumption Fund0%0%0%
Motilal Oswal Nifty India Defence ETF33.38%0%0%
Motilal Oswal Bse Low Volatility ETF13.41%12.03%0%
Motilal Oswal Nifty Capital Market Index Fund0%0%0%
Motilal Oswal Bse 1000 Index Fund0%0%0%
Motilal Oswal Focused 25 Fund Mof2514.52%14.02%14.32%
Motilal Oswal Nifty India Defence Index Fund32.04%0%0%
Motilal Oswal Nifty Capital Market ETF0%0%0%
Motilal Oswal Nifty 500 Momentum 50 Index Fund1.29%0%0%
Motilal Oswal Sp 500 Index Fund23.61%18.28%18.61%
Motilal Oswal Nifty Pse ETF0%0%0%
Motilal Oswal Flexi Cap Fund12.9%15.04%11.67%
Motilal Oswal Gold ETF0%0%0%
Motilal Oswal Nifty India Manufacturing ETF0%0%0%
Motilal Oswal Business Cycle Fund17.97%0%0%
Motilal Oswal Multi Asset Fund6.88%9.75%4.26%
Motilal Oswal Ultra Short Term Fund Mofustf6.31%4.64%3.59%
Motilal Oswal Nifty Realty ETF-9.25%0%0%
Motilal Oswal Developed Market Ex Us Etfs Fund Of Funds17.83%0%0%
Motilal Oswal Bse Quality ETF20.21%15.16%0%
Motilal Oswal Asset Allocation FOF A13.45%17.84%15.78%
Motilal Oswal Nifty Next 50 Index Fund15.3%18.12%22.2%
Motilal Oswal Nifty 100 ETF0%0%0%
Motilal Oswal Nifty Midcap150 Momentum 50 ETF0%0%0%
Motilal Oswal Liquid Fund5.06%5.38%5.64%
Motilal Oswal Nifty Midsmall India Consumption Index Fund0%0%0%
Motilal Oswal Nifty 500 Momentum 50 ETF0.82%0%0%
Motilal Oswal Bse Financials Ex Bank 30 Index Fund27.63%20.67%0%
Motilal Oswal Bse India Infrastructure ETF0%0%0%
Motilal Oswal Large Cap15.25%0%0%

Rolling SWP returns
Fund Any 1Y SWPAny 3Y SWPAny 5Y SWP
Motilal Oswal Nifty 50 Index Fund17.77%14.43%15.96%
Motilal Oswal Nifty 50 ETF8.18%8.72%8.44%
Motilal Oswal 5 Year G Sec Fund Of Fund7.28%5.5%4.61%
Motilal Oswal Digital India Fund0%0%0%
Motilal Oswal Special Opportunities Fund0%0%0%
Motilal Oswal Bse Enhanced Value ETF41.91%49.87%0%
Motilal Oswal Multi Cap Fund25.91%0%0%
Motilal Oswal Nifty 200 Momentum 30 ETF11.3%-50.05%0%
Motilal Oswal Infrastructure Fund0%0%0%
Motilal Oswal Nifty Next 50 ETF0%0%0%
Motilal Oswal Quant Fund-15.93%0%0%
Motilal Oswal Nifty 5 Year Benchmark G Sec ETF6.86%3.99%4.54%
Motilal Oswal ELSS Tax Saver Fund14.82%15.25%14.34%
Motilal Oswal Nasdaq 100 ETF Mofn10023.37%19.82%15.43%
Motilal Oswal Nifty Alpha 50 ETF0%0%0%
Motilal Oswal Balanced Advantage Fund Mofdynamic9.16%7.96%8.23%
Motilal Oswal Nifty Midcap 100 ETF10.2%14.68%13.07%
Motilal Oswal Nifty 500 ETF17.71%0%0%
Motilal Oswal Large And Midcap Fund34.52%23.83%24.45%
Motilal Oswal Nasdaq 100 Fund Of Fund31.35%20.43%21.95%
Motilal Oswal Nifty 50 Equal Weight ETF0%0%0%
Motilal Oswal Nifty India Tourism ETF0%0%0%
Motilal Oswal Nifty Smallcap 250 ETF-7.39%0%0%
Motilal Oswal Silver ETF0%0%0%
Motilal Oswal Manufacturing Fund1.08%0%0%
Motilal Oswal Nasdaq Q50 ETF14.77%7.72%0%
Motilal Oswal Asset Allocation FOF C11.07%8.44%8.78%
Motilal Oswal Nifty Midsmall Healthcare Index Fund0%0%0%
Motilal Oswal Nifty Microcap 250 Index Fund33.29%0%0%
Motilal Oswal Services Fund0%0%0%
Motilal Oswal Innovation Opportunities Fund0%0%0%
Motilal Oswal Active Momentum Fund0%0%0%
Motilal Oswal Nifty Midsmall Financial Services Index Fund0%0%0%
Motilal Oswal Bse Healthcare ETF36.72%25.23%0%
Motilal Oswal Nifty Energy ETF0%0%0%
Motilal Oswal Midcap Fund16.04%14.95%14.05%
Motilal Oswal Nifty Midsmall It And Telecom Index Fund0%0%0%
Motilal Oswal Small Cap Fund35.78%0%0%
Motilal Oswal Arbitrage Fund0%0%0%
Motilal Oswal Consumption Fund0%0%0%
Motilal Oswal Nifty India Defence ETF3.39%0%0%
Motilal Oswal Bse Low Volatility ETF18.3%-51.31%0%
Motilal Oswal Nifty Capital Market Index Fund0%0%0%
Motilal Oswal Bse 1000 Index Fund0%0%0%
Motilal Oswal Focused 25 Fund Mof2513.88%12.93%12.45%
Motilal Oswal Nifty India Defence Index Fund-5.73%0%0%
Motilal Oswal Nifty Capital Market ETF0%0%0%
Motilal Oswal Nifty 500 Momentum 50 Index Fund-30.89%0%0%
Motilal Oswal Sp 500 Index Fund21.79%12.58%14.08%
Motilal Oswal Nifty Pse ETF0%0%0%
Motilal Oswal Flexi Cap Fund13.36%11.47%10.72%
Motilal Oswal Gold ETF0%0%0%
Motilal Oswal Nifty India Manufacturing ETF0%0%0%
Motilal Oswal Business Cycle Fund14.46%0%0%
Motilal Oswal Multi Asset Fund7.3%5.8%6.49%
Motilal Oswal Ultra Short Term Fund Mofustf6.24%4.6%4.23%
Motilal Oswal Nifty Realty ETF-18.93%0%0%
Motilal Oswal Developed Market Ex Us Etfs Fund Of Funds12.2%0%0%
Motilal Oswal Bse Quality ETF23.0%23.2%0%
Motilal Oswal Asset Allocation FOF A13.25%10.58%11.06%
Motilal Oswal Nifty Next 50 Index Fund20.25%15.09%18.11%
Motilal Oswal Nifty 100 ETF0%0%0%
Motilal Oswal Nifty Midcap150 Momentum 50 ETF0%0%0%
Motilal Oswal Liquid Fund5.07%4.12%4.05%
Motilal Oswal Nifty Midsmall India Consumption Index Fund0%0%0%
Motilal Oswal Nifty 500 Momentum 50 ETF-31.2%0%0%
Motilal Oswal Bse Financials Ex Bank 30 Index Fund19.66%17.22%0%
Motilal Oswal Bse India Infrastructure ETF0%0%0%
Motilal Oswal Large Cap23.31%0%0%

SIP and SWP returns with step-up


Rolling SIP returns with 10% step-up
Fund Any 1Y SIPAny 3Y Step-up SIPAny 5Y Step-up SIP
Motilal Oswal Nifty 50 Index Fund14.47%14.74%14.47%
Motilal Oswal Nifty 50 ETF10.1%12.57%11.28%
Motilal Oswal 5 Year G Sec Fund Of Fund7.35%8.05%0%
Motilal Oswal Digital India Fund0%0%0%
Motilal Oswal Special Opportunities Fund0%0%0%
Motilal Oswal Bse Enhanced Value ETF41.44%26.17%0%
Motilal Oswal Multi Cap Fund18.87%0%0%
Motilal Oswal Nifty 200 Momentum 30 ETF13.6%10.3%0%
Motilal Oswal Infrastructure Fund0%0%0%
Motilal Oswal Nifty Next 50 ETF0%0%0%
Motilal Oswal Quant Fund0.8%0%0%
Motilal Oswal Nifty 5 Year Benchmark G Sec ETF7.39%7.4%0%
Motilal Oswal ELSS Tax Saver Fund19.09%19.81%18.5%
Motilal Oswal Nasdaq 100 ETF Mofn10024.36%20.32%17.48%
Motilal Oswal Nifty Alpha 50 ETF0%0%0%
Motilal Oswal Balanced Advantage Fund Mofdynamic9.37%9.11%8.82%
Motilal Oswal Nifty Midcap 100 ETF12.35%22.7%19.52%
Motilal Oswal Nifty 500 ETF5.99%0%0%
Motilal Oswal Large And Midcap Fund34.77%26.43%27.63%
Motilal Oswal Nasdaq 100 Fund Of Fund33.19%20.59%21.58%
Motilal Oswal Nifty 50 Equal Weight ETF0%0%0%
Motilal Oswal Nifty India Tourism ETF0%0%0%
Motilal Oswal Nifty Smallcap 250 ETF3.52%0%0%
Motilal Oswal Silver ETF0%0%0%
Motilal Oswal Manufacturing Fund18.28%0%0%
Motilal Oswal Nasdaq Q50 ETF15.49%18.78%0%
Motilal Oswal Asset Allocation FOF C12.37%14.51%0%
Motilal Oswal Nifty Midsmall Healthcare Index Fund0%0%0%
Motilal Oswal Nifty Microcap 250 Index Fund5.45%0%0%
Motilal Oswal Services Fund0%0%0%
Motilal Oswal Innovation Opportunities Fund0%0%0%
Motilal Oswal Active Momentum Fund0%0%0%
Motilal Oswal Nifty Midsmall Financial Services Index Fund0%0%0%
Motilal Oswal Bse Healthcare ETF38.05%23.93%0%
Motilal Oswal Nifty Energy ETF0%0%0%
Motilal Oswal Midcap Fund18.25%25.26%23.83%
Motilal Oswal Nifty Midsmall It And Telecom Index Fund0%0%0%
Motilal Oswal Small Cap Fund8.16%0%0%
Motilal Oswal Arbitrage Fund0%0%0%
Motilal Oswal Consumption Fund0%0%0%
Motilal Oswal Nifty India Defence ETF33.38%0%0%
Motilal Oswal Bse Low Volatility ETF13.41%11.78%0%
Motilal Oswal Nifty Capital Market Index Fund0%0%0%
Motilal Oswal Bse 1000 Index Fund0%0%0%
Motilal Oswal Focused 25 Fund Mof2514.52%13.87%12.99%
Motilal Oswal Nifty India Defence Index Fund32.04%0%0%
Motilal Oswal Nifty Capital Market ETF0%0%0%
Motilal Oswal Nifty 500 Momentum 50 Index Fund1.29%0%0%
Motilal Oswal Sp 500 Index Fund23.61%18.49%18.84%
Motilal Oswal Nifty Pse ETF0%0%0%
Motilal Oswal Flexi Cap Fund12.9%15.46%11.77%
Motilal Oswal Gold ETF0%0%0%
Motilal Oswal Nifty India Manufacturing ETF0%0%0%
Motilal Oswal Business Cycle Fund17.97%0%0%
Motilal Oswal Multi Asset Fund6.88%9.89%0%
Motilal Oswal Ultra Short Term Fund Mofustf6.31%4.69%2.64%
Motilal Oswal Nifty Realty ETF-9.25%0%0%
Motilal Oswal Developed Market Ex Us Etfs Fund Of Funds17.83%0%0%
Motilal Oswal Bse Quality ETF20.21%14.77%0%
Motilal Oswal Asset Allocation FOF A13.45%17.87%0%
Motilal Oswal Nifty Next 50 Index Fund15.3%17.81%17.64%
Motilal Oswal Nifty 100 ETF0%0%0%
Motilal Oswal Nifty Midcap150 Momentum 50 ETF0%0%0%
Motilal Oswal Liquid Fund5.06%5.42%5.78%
Motilal Oswal Nifty Midsmall India Consumption Index Fund0%0%0%
Motilal Oswal Nifty 500 Momentum 50 ETF0.82%0%0%
Motilal Oswal Bse Financials Ex Bank 30 Index Fund27.63%20.52%0%
Motilal Oswal Bse India Infrastructure ETF0%0%0%
Motilal Oswal Large Cap15.25%0%0%

Rolling SWP returns with 10% step-up
Fund Any 1Y SWPAny 3Y Step-up SWPAny 5Y Step-up SWP
Motilal Oswal Nifty 50 Index Fund17.77%14.51%24.23%
Motilal Oswal Nifty 50 ETF8.18%8.79%8.04%
Motilal Oswal 5 Year G Sec Fund Of Fund7.28%5.57%0%
Motilal Oswal Digital India Fund0%0%0%
Motilal Oswal Special Opportunities Fund0%0%0%
Motilal Oswal Bse Enhanced Value ETF41.91%49.57%0%
Motilal Oswal Multi Cap Fund25.91%0%0%
Motilal Oswal Nifty 200 Momentum 30 ETF11.3%-48.76%0%
Motilal Oswal Infrastructure Fund0%0%0%
Motilal Oswal Nifty Next 50 ETF0%0%0%
Motilal Oswal Quant Fund-15.93%0%0%
Motilal Oswal Nifty 5 Year Benchmark G Sec ETF6.86%4.09%0%
Motilal Oswal ELSS Tax Saver Fund14.82%15.4%14.42%
Motilal Oswal Nasdaq 100 ETF Mofn10023.37%19.91%15.47%
Motilal Oswal Nifty Alpha 50 ETF0%0%0%
Motilal Oswal Balanced Advantage Fund Mofdynamic9.16%8.03%8.91%
Motilal Oswal Nifty Midcap 100 ETF10.2%14.99%12.19%
Motilal Oswal Nifty 500 ETF17.71%0%0%
Motilal Oswal Large And Midcap Fund34.52%23.94%35.14%
Motilal Oswal Nasdaq 100 Fund Of Fund31.35%20.73%25.72%
Motilal Oswal Nifty 50 Equal Weight ETF0%0%0%
Motilal Oswal Nifty India Tourism ETF0%0%0%
Motilal Oswal Nifty Smallcap 250 ETF-7.39%0%0%
Motilal Oswal Silver ETF0%0%0%
Motilal Oswal Manufacturing Fund1.08%0%0%
Motilal Oswal Nasdaq Q50 ETF14.77%8.03%0%
Motilal Oswal Asset Allocation FOF C11.07%8.52%0%
Motilal Oswal Nifty Midsmall Healthcare Index Fund0%0%0%
Motilal Oswal Nifty Microcap 250 Index Fund33.29%0%0%
Motilal Oswal Services Fund0%0%0%
Motilal Oswal Innovation Opportunities Fund0%0%0%
Motilal Oswal Active Momentum Fund0%0%0%
Motilal Oswal Nifty Midsmall Financial Services Index Fund0%0%0%
Motilal Oswal Bse Healthcare ETF36.72%25.7%0%
Motilal Oswal Nifty Energy ETF0%0%0%
Motilal Oswal Midcap Fund16.04%15.21%10.05%
Motilal Oswal Nifty Midsmall It And Telecom Index Fund0%0%0%
Motilal Oswal Small Cap Fund35.78%0%0%
Motilal Oswal Arbitrage Fund0%0%0%
Motilal Oswal Consumption Fund0%0%0%
Motilal Oswal Nifty India Defence ETF3.39%0%0%
Motilal Oswal Bse Low Volatility ETF18.3%-50.19%0%
Motilal Oswal Nifty Capital Market Index Fund0%0%0%
Motilal Oswal Bse 1000 Index Fund0%0%0%
Motilal Oswal Focused 25 Fund Mof2513.88%13.06%13.45%
Motilal Oswal Nifty India Defence Index Fund-5.73%0%0%
Motilal Oswal Nifty Capital Market ETF0%0%0%
Motilal Oswal Nifty 500 Momentum 50 Index Fund-30.89%0%0%
Motilal Oswal Sp 500 Index Fund21.79%12.48%17.67%
Motilal Oswal Nifty Pse ETF0%0%0%
Motilal Oswal Flexi Cap Fund13.36%11.66%11.05%
Motilal Oswal Gold ETF0%0%0%
Motilal Oswal Nifty India Manufacturing ETF0%0%0%
Motilal Oswal Business Cycle Fund14.46%0%0%
Motilal Oswal Multi Asset Fund7.3%5.9%0%
Motilal Oswal Ultra Short Term Fund Mofustf6.24%4.58%4.22%
Motilal Oswal Nifty Realty ETF-18.93%0%0%
Motilal Oswal Developed Market Ex Us Etfs Fund Of Funds12.2%0%0%
Motilal Oswal Bse Quality ETF23.0%23.25%0%
Motilal Oswal Asset Allocation FOF A13.25%10.86%0%
Motilal Oswal Nifty Next 50 Index Fund20.25%15.23%24.87%
Motilal Oswal Nifty 100 ETF0%0%0%
Motilal Oswal Nifty Midcap150 Momentum 50 ETF0%0%0%
Motilal Oswal Liquid Fund5.07%4.12%4.19%
Motilal Oswal Nifty Midsmall India Consumption Index Fund0%0%0%
Motilal Oswal Nifty 500 Momentum 50 ETF-31.2%0%0%
Motilal Oswal Bse Financials Ex Bank 30 Index Fund19.66%17.58%0%
Motilal Oswal Bse India Infrastructure ETF0%0%0%
Motilal Oswal Large Cap23.31%0%0%

Note:N.A. in returns indicate that the fund does not have sufficient history.

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Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

Note: NAVs and returns updated on 02-Nov-2025.