Archive · 24 Sep 2025
Motilal Oswal's Top-Performing Equity Funds Over the Past Year
Motilal Oswal, a mutual fund company, offers various investment plans.
This report focuses on the performance of five specific equity funds with low expense ratios over the past year.
The Multi Cap, Small Cap, and Business Cycle Funds showed positive returns, outperforming their category averages and benchmarks.
The ELSS Tax Saver Fund and Large and Midcap Fund had negative returns but still performed better than their category averages.
The article reminds investors that past performance doesn't guarantee future success and that considering portfolio diversification, fund manager’s track record, and investment horizon is important.
Motilal Oswal offers a variety of equity, debt, and hybrid funds.
The review focused on five low-expense direct plan equity funds.
Motilal Oswal Multi Cap Fund delivered a one-year return of 10.30%.
Motilal Oswal Small Cap Fund gave a 2.96% return over one year.
The article stresses that past returns are not a guarantee of future performance.
- Who
- Motilal Oswal AMC
- What
- Review of 5 Motilal Oswal's low-expense equity funds
- When
- Over the past year
- Where
- Indian equity market
- Why
- To highlight the performance of the funds.
- Company
- Motilal Oswal AMC
- Number of Schemes
- 75 (64 equity plans)
- Funds Reviewed
- 5 equity funds
- Expense Ratios
- 0.6% - 0.65%
- Multi Cap Fund Return (1 year)
- 10.30%
- Small Cap Fund Return (1 year)
- 2.96%
- Business Cycle Fund Return (1 year)
- 13.67%
- ELSS Tax Saver Fund Return (1 year)
- -1.92%
- Large and Midcap Fund Return (1 year)
- 2.34%