Best Motilal Oswal mutual funds: In mutual fund investment, if you consider one year is good enough for satisfactory returns, then you are certainly on the wrong track; all you would get in return is disappointment.
A systematic investment plan is designed for long-term investment, for instance, over 5-10 years or more, as suggested by various financial experts. Therefore, it won’t be enough to evaluate SIP performance in 6 months or 1 year.
Global uncertainty can heavily influence short-term returns in SIP. A longer time horizon allows your investment to benefit from rupee cost averaging and compounding, which are the core advantages of SIPs.
Thus, on that note, let’s explore the top 3 schemes of Motilal Oswal mutual funds with over 20% CAGR in 5 years.
A one-time investment of Rs 1 lakh has grown to an estimated Rs 2.92 lakh in 5 years.
A one-time investment of Rs 1 lakh has grown to an estimated Rs 2.77 lakh in 5 years.
- Launch Date: 21-Jan-2015
- Benchmark: NIFTY 500 TRI
- AUM: Rs 3,969 Cr (As on 31-Mar-2026)
- NAV: Rs 62.0047 (As on 27-Apr-2026)
- Expense Ratio: 0.69% (As on 31-Mar-2026)
- CAGR 5 years: 20.82%
- Min. Investment: Rs 500
- Min. SIP Investment: Rs 500
- Standard Deviation: 19.55
- Sharpe Ratio: 0.77
- Beta: 1.08
(Source: Fund fact sheet)
A one-time investment of Rs 1 lakh has grown to an estimated Rs 2.54 lakh in 5 years.
(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money related decisions.)
