4 Motilal Oswal funds are dominating! 1-year returns leave peers far behind

Four Motilal Oswal funds — Motilal Oswal Largecap Fund, Motilal Oswal Small Cap Fund, Motilal Oswal Flexi Cap Fund, and Motilal Oswal Large and Midcap Fund — have outperformed their peers in their respective categories in the last one year, delivering impressive returns ranging from 23% to 29%. Apart from these four funds, two other schemes from the fund house, Motilal Oswal Midcap Fund and Motilal Oswal ELSS Tax Saver Fund, secured the second and third positions in their respective categories.

These stellar performances by Motilal Oswal funds stand out even more when compared to the average performance of their respective categories and the overall equity market performance in the past one year.

The Indian stock market has gone through significant volatility in the last six months, pulling one-year Sensex and Nifty returns to around 6%. Broader indices like Nifty Midcap 150 and Nifty Smallcap 250 have also delivered subdued returns at 10.39% and 8.51%, respectively.

Also read: 5 Equity Mutual Funds with rising cash holdings amid market volatility

Let’s take a closer look at how these Motilal Oswal funds have performed in comparison to their category peers. (Data source: Amfi, Value Research)

Motilal Oswal Largecap Fund

This large-cap fund has given an impressive 28.67% return in the last one year against the category average of 7.24%. To put this in perspective, out of 33 large-cap funds, 23 posted single-digit returns, while only 10 managed to achieve double-digit gains.

Motilal Oswal Small Cap Fund

This Motilal Oswal fund has generated a return of 27.10% in the last one year, well above the category average of 10.21%. According to AMFI data, among 27 small-cap funds, 9 recorded single-digit returns, while 18 delivered double-digit gains.

Motilal Oswal Flexi Cap Fund

Motilal Oswal Flexi Cap Fund has earned investors a return of 23.54% in the last one year against the category average of 9.18%. Of the 38 funds in the category, 11 funds failed to achieve double-digit returns in the last one year.

Motilal Oswal Large and Midcap Fund

This Motilal Oswal large and midcap fund has delivered a 22.77% return in the last one year, comprehensively beating the category average of 6.56%. In this category, out of 30 funds, 7 failed to yield double-digit returns.

Apart from these four funds, two more funds have performed exceptionally well, even though they are not the top performers in their respective categories. They are:

Motilal Oswal Midcap Fund

The midcap fund ranks as the second-best performing fund in its category, with a 23.08% return, just behind Invesco India Mid Cap Fund, which delivered 25.71% returns. The average one-year return for the midcap category stands at 12.54%. According to AMFI data, out of 30 funds in this segment, 4 posted single-digit returns.

Motilal Oswal ELSS Tax Saver

The Motilal Oswal ELSS Tax Saver Fund has generated a 19.12% return in the past year, ranking third among ELSS funds. It follows WhiteOak Capital ELSS Tax Saver Fund (19.88%) and LIC MF ELSS Tax Saver Fund (19.29%). Among 40 ELSS funds, 17 failed to achieve double-digit returns.

Also read: SIP portfolio down by 20-30 pc in current market crash? Here’s how to recover

Important considerations for investors

Investors must note that though these past returns are undoubtedly impressive, there is no guarantee that these mutual funds will have the same growth trajectory in the future as well.

The biggest mantra for success in mutual funds is patience and discipline. If you have chosen the right fund and can hold it for a long time, you can earn excellent returns despite market fluctuations.

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