Motilal Oswal Mutual Fund has emerged as one of the most consistent performers in the equity mutual fund space over the last five years. Despite market volatility, rising interest rates, and global uncertainties, several of its equity funds have delivered exceptional returns, with some schemes growing investors’ money more than 3.5 times. Strong risk management, research-backed portfolios, and consistent performance have helped Motilal Oswal’s top equity funds stand out in a crowded market.
Whether you are looking for mid-cap, large & mid-cap, or index funds, Motilal Oswal’s schemes have delivered absolute returns ranging from 168% to 265% over the past five years.
For example, an investor who had invested Rs 1 lakh five years ago would now see their investment grow to between Rs 2.68 lakh and Rs 3.65 lakh.
Let’s take a closer look at the 5 Motilal Oswal mutual fund schemes that led the pack over this period.
1. Motilal Oswal Midcap Fund
5-year return: 29.57% CAGR
Value of Rs 1 lakh invested 5 years ago: Rs 3.65 lakh
Absolute return: 265%
Total assets: Rs 38,003 crore (as of Nov 30, 2025)
Expense ratio: 0.72% (as of Nov 30, 2025)
Standard deviation: 17.73%
Sharpe ratio: 1.10
Beta: 0.92
NAV: Rs 112.3084 (as of Dec 10, 2025)
2. Motilal Oswal Large and Midcap Fund
5-year return: 25.06% CAGR
Value of Rs 1 lakh invested 5 years ago: Rs 3.06 lakh
Absolute return: 206%
Total assets: Rs 15,146 crore (as of Nov 30, 2025)
Expense ratio: 0.69% (as of Nov 30, 2025)
Standard deviation: 18.49%
Sharpe ratio: 1.06
Beta: 1.13
NAV: Rs 35.9151 (as of Dec 10, 2025)
3. Motilal Oswal Nifty Midcap 150 Fund
5-year return: 23.48% CAGR
Value of Rs 1 lakh invested 5 years ago: Rs 2.87 lakh
Absolute return: 187%
Total assets: Rs 2,929 crore (as of Nov 30, 2025)
Expense ratio: 0.26% (as of Nov 30, 2025)
Standard deviation: 15.76%
Sharpe ratio: 1.02
Beta: 0.99
NAV: Rs 39.2637 (as of Dec 10, 2025)
4. Motilal Oswal Nifty Smallcap 250 Index Fund
5-year return: 22.71% CAGR
Value of Rs 1 lakh invested 5 years ago: Rs 2.78 lakh
Absolute return: 178%
Total assets: Rs 1,018 crore (as of Nov 30, 2025)
Expense ratio: 0.33% (as of Nov 30, 2025)
Standard deviation: 19.64%
Sharpe ratio: 0.73
Beta: 1.03
NAV: Rs 36.1987 (as of Dec 10, 2025)
5. Motilal Oswal ELSS Tax Saver Fund
5-year return: 21.80% CAGR
Value of Rs 1 lakh invested 5 years ago: Rs 2.68 lakh
Absolute return: 168%
Total assets: Rs 4,444 crore (as of Nov 30, 2025)
Expense ratio: 0.64% (as of Nov 30, 2025)
Standard deviation: 18.97%
Sharpe ratio: 0.92
Beta: 1.19
NAV: Rs 56.6510 (as of Dec 10, 2025)
(Source: Value Research)
Disclaimer: This article is for informational purposes only and is not an investment recommendation. Any investment decision should be made after gathering complete information and consulting a SEBI-registered investment advisor.
Note: This content has been translated using AI. It has also been reviewed by FE Editors for accuracy.