Close Menu
Fund Focus News
    Facebook X (Twitter) Instagram
    Trending
    • BSEC bars mutual fund investment in bank bonds.Will it deprive investors?
    • Freetrade looks to shake up the mutual funds market
    • With volatility rising, investors look to options-based ETFs for balance
    • Ball raises funds for Airedale Emergency Department Appeal
    • Why These 2 Crypto ETFs Could Soar After the Sell-Off
    • Llandrindod Wells groups which may have land available for tree planting will be told of potential funds
    • 6 Ways To Identify the Right Investments Early, According to Experts
    • BSEC imposes lifetime ban, heavy fines on LR Global CEO Reaz Islam for irregular investments
    Facebook X (Twitter) Instagram
    Fund Focus News
    • Home
    • Bonds
    • ETFs
    • Funds
    • Investments
    • Mutual Funds
    • Property Investments
    • SIP
    Fund Focus News
    Home»Funds»Motilal Oswal’s 5 cheapest equity funds that beat category average and benchmarks in 1 year – Money News
    Funds

    Motilal Oswal’s 5 cheapest equity funds that beat category average and benchmarks in 1 year – Money News

    September 24, 2025


    Motilal Oswal AMC has long been a trusted name for mutual fund investors. The fund house offers a variety of equity funds, debt funds, and hybrid funds. The fund house has around 75 schemes, with 64 of them equity plans, running across categories. In several categories like large-cap, multi-cap, small-cap and large & midcap, Motilal Oswal schemes have topped the 1-year return chart. In this write-up, we will review the one-year performance of five Motilal Oswal’s low-expense direct plan equity funds that have outperformed their category averages and benchmarks over the past year.

    Five Motilal Oswal equity funds with expense ratios ranging from 0.6% to 0.65% are: Motilal Oswal Multi Cap Fund (0.6%), Motilal Oswal Small Cap Fund (0.61%), Motilal Oswal Business Cycle Fund (0.62%), Motilal Oswal ELSS Tax Saver Fund (0.65%), and Motilal Oswal Large and Midcap Fund (0.65%). For active mutual funds, an expense ratio below 1 is always considered good as the fees for actively managed funds are generally on the higher side in comparison to passive funds.

    One-year performance of 5 Motilal Oswal equity funds (direct plans) with low expense ratio

    Motilal Oswal Multi Cap Fund: It delivered a one-year return of 10.30%. Meanwhile, the average return for this category was -1.99%, and the benchmark Nifty 500 Multicap 50:25:25 TRI returned -4.57%. This fund also emerged as the category topper.

    Motilal Oswal Small Cap Fund: The fund gave a return of 2.96%, while the category average was -5.39% and the NIFTY Smallcap 250 TRI was -6.40%. This fund also topped the category chart.

    Motilal Oswal Business Cycle Fund: It delivered a return of 13.67% in 1 year, while the benchmark NIFTY 500 TRI returned -2.68%.

    Motilal Oswal ELSS Tax Saver Fund: The fund generated a return of -1.92%. The ELSS category average return has been -3.1% and the Nifty 500 TRI was -3.35%. In this category, only DSP ELSS Tax Saver Fund outperformed the Motilal Oswal ELSS Tax Saver Fund, although its return was also negative.

    Motilal Oswal Large and Midcap Fund: It gave a 2.34% return over 1 year. Compared to this, the category average return has been -5.81% and the BSE Large Mid Cap TRI at -3.31%.

    Past returns not a guarantee for future performance

    When the market is going through difficult times, funds with lower expense ratios prove more beneficial for investors. The Indian equity market has faced multiple bouts of headwinds over the past year, leaving many of the equity mutual fund categories with negative average returns. In times of bad markets, a fund with a lower expense ratio can make your return look decent, as a moderate or low charge has a positive impact on net returns.

    However, investors should not focus solely on expense ratio and returns. Other important aspects such as portfolio diversification, the fund manager’s track record, and the investment horizon should also be considered when selecting a fund. Remember, past returns only reflect past performance and are not a guarantee of future performance.

    Disclaimer: The above content is for informational purposes only. Mutual Fund investments are subject to market risks. Please consult your financial advisor before investing.



    Source link

    Share. Facebook Twitter Pinterest LinkedIn Tumblr Telegram Email

    Related Posts

    Ball raises funds for Airedale Emergency Department Appeal

    October 21, 2025

    Llandrindod Wells groups which may have land available for tree planting will be told of potential funds

    October 21, 2025

    Special Situation Funds rise as India’s next growth driver, turning stressed assets into opportunity

    October 21, 2025
    Leave A Reply Cancel Reply

    Top Posts

    BSEC bars mutual fund investment in bank bonds.Will it deprive investors?

    October 21, 2025

    The Shifting Landscape of Art Investment and the Rise of Accessibility: The London Art Exchange

    September 11, 2023

    Charlie Cobham: The Art Broker Extraordinaire Maximizing Returns for High Net Worth Clients

    February 12, 2024

    The Unyielding Resilience of the Art Market: A Historical and Contemporary Perspective

    November 19, 2023
    Don't Miss
    Bonds

    BSEC bars mutual fund investment in bank bonds.Will it deprive investors?

    October 21, 2025

    The Bangladesh Securities and Exchange Commission (BSEC) is restricting mutual funds and individual investors from…

    Freetrade looks to shake up the mutual funds market

    October 21, 2025

    With volatility rising, investors look to options-based ETFs for balance

    October 21, 2025

    Ball raises funds for Airedale Emergency Department Appeal

    October 21, 2025
    Stay In Touch
    • Facebook
    • Twitter
    • Pinterest
    • Instagram
    • YouTube
    • Vimeo
    EDITOR'S PICK

    Could Investing $1,000 in Apple Make You a Millionaire?

    October 27, 2024

    Bitcoin ETFs Attract Solid Institutional Ownership Growth In Q2

    August 17, 2024

    Community commits funds to save Luzerne County afterschool program

    August 20, 2024
    Our Picks

    BSEC bars mutual fund investment in bank bonds.Will it deprive investors?

    October 21, 2025

    Freetrade looks to shake up the mutual funds market

    October 21, 2025

    With volatility rising, investors look to options-based ETFs for balance

    October 21, 2025
    Most Popular

    🔥Juve target Chukwuemeka, Inter raise funds, Elmas bid in play 🤑

    August 20, 2025

    💵 Libra responds after Flamengo takes legal action and ‘freezes’ funds

    September 26, 2025

    ₹10,000 monthly SIP in this mutual fund has grown to ₹1.52 crore in 22 years

    September 17, 2025
    © 2025 Fund Focus News
    • Get In Touch
    • Privacy Policy
    • Terms and Conditions

    Type above and press Enter to search. Press Esc to cancel.