Motilal Oswal Mutual Fund, a leading fund house in the country, has built a strong track record across various equity categories. Several of its schemes continue to lead in their respective segments.
Motilal Oswal Large Cap Fund, Motilal Oswal Flexi Cap Fund, Motilal Oswal Multi Cap Fund, and Motilal Oswal Small Cap Fund have topped the 1-year returns chart in their respective categories. Let’s review the performance of these four Motilal Oswal Mutual Fund schemes (direct plans) based on their 1-year returns.
Also read: Parag Parikh Flexi Cap vs HDFC Flexi Cap fund: Which scheme is a better investment option in 2025?
1. Motilal Oswal Large Cap Fund
Motilal Oswal Large Cap Fund has delivered an impressive 1-year return of 19.75%, outperforming both its benchmark BSE 100 TRI’s 6.15% and large-cap category’s average 4.17% returns during the same period. This reflects the fund’s superior stock-picking strategy and portfolio positioning in a year when most large-cap funds struggled due to volatility in the market. Such consistent alpha generation over a 1-year period makes this fund a standout performer in the large-cap segment.
2. Motilal Oswal Flexi Cap Fund
Motilal Oswal Flexi Cap Fund has delivered a strong 13.13% return over the past year. It outperformed its benchmark BSE 500 TRI, which gave only 4.06% return during the same period. The fund’s performance also stands well above the average returns generated by most flexi-cap funds in the last one year. Despite a negative year-to-date (YTD) return of -2.82%, its 1-year outperformance indicates a strong recovery and resilience in volatile market conditions.
3. Motilal Oswal Multi Cap Fund
Motilal Oswal Multi Cap Fund has posted an exceptional 30.85% return over the past year. The fund outperformed both its benchmark and the multicap category average returns by a wide margin. This stellar outperformance highlights the fund’s ability to identify high-growth opportunities across large, mid, and small-cap stocks. The fund’s one-year performance reinforces its position as one of the top performers in the multicap category.
Also read: Top Performing Flexi Cap Funds Over The Past Decade
4. Motilal Oswal Small Cap Fund
Motilal Oswal Small Cap Fund has delivered a notable 16.95% return over the past year. It outperformed both its benchmark BSE 250 SmallCap TRI and the small-cap category’s average returns. Its strong 1-year performance reflects a good stock selection strategy and its ability to navigate volatility in the small-cap space.
Note: These four Motilal Oswal funds have emerged as top performers in their respective categories, outperforming peers based on one-year returns.
These funds have delivered stellar returns when the overall market in the past one year witnessed massive ups and doesn’t multiple time. The market sentiment can be judged from the fact that both Sensex and Nifty fell to 52.week low in Feb this year.
Since we have reviewed these funds based on one-year returns, let’s also take a look at how the broader market has performed over the same period. Indian equity benchmarks — the Sensex and Nifty — have witnessed significant volatility during this time. Both indices hit their all-time highs towards the end of September, only to plunge to their 52-week lows in the first week of April. This volatility restricted the gains in Sensex and Nifty to less than 6% over the last one year. Other major indices too faced challenges and most failed to post double-digit gains over the past year.
Also read: HDFC Flexi Cap Fund Vs Franklin India Flexi Cap Fund: How both funds multiplied money over 30 years
How broader equity markets performed in last 1 year
Given the broader market’s performance over the past year, the returns of these four Motilal Oswal funds stand out — not only have they comprehensively outperformed their benchmarks, but they have also topped their respective categories in terms of one-year returns.
That said, these are historical returns and there is no guarantee that similar performance will be repeated in the future. Investors are advised to consider multiple factors — not just past returns — when selecting a mutual fund.
Disclaimer: The above content is for informational purposes only. Mutual Fund investments are subject to market risks. Please consult your financial advisor before investing.