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Best Hybrid Mutual Funds

Motilal Oswal Asset Management Company Ltd. is the appointed Investment Manager to Motilal Oswal Mutual Fund. It was established on 29th December, 2009 and the AMC is registered with SEBI under SEBI (Portfolio Managers) Regulations. Motilal Oswal is one of the most trusted brands in the Indian financial industry and the asset management company provides an array of mutual fund schemes ranging from debt, equity and hybrid.

What makes Motilal Oswal stand out is its investment philosophy, whose aim is, "Buy Right: Sit Tight". The AMC has certain primary objectives such as doing quality business and maintaining strong business ethics. They also target to increase the competitive advantage of the business.

They believe in the concept of 'buy and hold', which means, buying the right securities and holding on to them so that investors can be benefited from them in the long-term.

If we allocate 65 to 80 percent of a fund to equity and assign remaining to debt and similar instruments, then what we get in return is a Hybrid-Equity fund. These funds allow you to enjoy good returns and low-risk rates courtesy their significant allocation in debt funds. Market gurus believe that it is better to invest in these than to go for an equity-debt portfolio as there is no tax imposed on the debt funds in the mix. It has returns that are taxed at 15% if sold before one year, post this period a 10% tax is applicable on the gains.

Purpose: Invest in these funds instead of buying a different kind of equity-debt funds with 60-40 allocations. These funds are best to moderate your risk with a fair return in the high-risk portfolio.

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Top 10 Motilal Oswal Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Motilal Oswal Multicap 35 FundEquityModerately High14.7%3star12,000
Motilal Oswal Long Term Equity FundEquityModerately High10.8%3star1,910
Motilal Oswal Focused 25 FundEquityModerately High21.1%4star1,548
Motilal Oswal Midcap 30 FundEquityModerately High8.6%2star1,784
Motilal Oswal Dynamic FundHybridModerately High10.6%3star1,207
Motilal Oswal Nasdaq 100 FOF - Direct PlanOthersHigh46.4%3star1,702
Motilal Oswal Large and Midcap FundEquityModerately High13.7%3star537
Motilal Oswal Equity Hybrid FundBalancedModerately High18.6%3star391
Motilal Oswal Nifty 500 FundEquityModerately High18.9%4star90
Motilal Oswal Nifty Bank Index FundEquityHigh2.3%4star90
Motilal Oswal Nifty Midcap 150 Index FundEquityModerately High25.6%star101
Motilal Oswal Nifty Smallcap 250 Index FundEquityModerately High21.1%3star95
Motilal Oswal Liquid Fund - Direct PlanDEBTLow3.4%1star854
Motilal Oswal Nifty 50 Index FundEquityModerately High19.1%star54
Motilal Oswal Nifty Next 50 Index FundEquityModerately High15.6%star53
View All Top 10 Motilal Oswal Mutual Funds

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Now let us jump and check about these top 10 mutual fund schemes.

Motilal Oswal Multicap 35 Fund Direct Growth

Fund Performance: This fund has given 5.02% annualized returns in the last three years. In the last year, its returns were 14.68%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 14.68% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM12,000Cr
1Y Returns14.7%

Motilal Oswal Long Term Equity Fund Direct Growth

Fund Performance: This fund has given 6.09% annualized returns in the last three years. In the last year, its returns were 10.84%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 10.84% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM1,910Cr
1Y Returns10.8%

Motilal Oswal Focused 25 Fund Direct Growth

Fund Performance: This fund has given 11.24% annualized returns in the last three years. In the last year, its returns were 21.09%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 21.09% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM1,548Cr
1Y Returns21.1%

Motilal Oswal Midcap 30 Fund Direct Growth

Fund Performance: This fund has given 4.69% annualized returns in the last three years. In the last year, its returns were 8.63%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 8.63% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM1,784Cr
1Y Returns8.6%

Motilal Oswal Dynamic Fund Direct Growth

Fund Performance: This fund has given 7.4% annualized returns in the last three years. In the last year, its returns were 10.55%. It has continually hit its benchmark in the Hybrid segment.

Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing 10.55% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM1,207Cr
1Y Returns10.6%

Motilal Oswal Nasdaq 100 FOF Direct Growth

Fund Performance: In the last year, its returns were 46.38%. It has continually hit its benchmark in the Others segment.

Why to invest: It is one of the most remarkable Others mutual funds in India. This fund has constantly outperformed other similar funds, providing 46.38% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM1,702Cr
1Y Returns46.4%

Motilal Oswal Large and Midcap Fund Direct Growth

Fund Performance: In the last year, its returns were 13.7%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 13.7% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM537Cr
1Y Returns13.7%

Motilal Oswal Equity Hybrid Fund Direct Growth

Fund Performance: In the last year, its returns were 18.65%. It has continually hit its benchmark in the Balanced segment.

Why to invest: It is one of the most remarkable Balanced mutual funds in India. This fund has constantly outperformed other similar funds, providing 18.65% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM391Cr
1Y Returns18.6%

Motilal Oswal Nifty 500 Fund Direct Growth

Fund Performance: In the last year, its returns were 18.94%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 18.94% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM90Cr
1Y Returns18.9%

Motilal Oswal Nifty Bank Index Fund Direct Growth

Fund Performance: In the last year, its returns were 2.32%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 2.32% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM90Cr
1Y Returns2.3%

Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Fund Performance: In the last year, its returns were 25.65%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 25.65% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM101Cr
1Y Returns25.6%

Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

Fund Performance: In the last year, its returns were 21.06%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 21.06% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM95Cr
1Y Returns21.1%

Motilal Oswal Liquid Fund Direct Growth

Fund Performance: In the last year, its returns were 3.41%. It has continually hit its benchmark in the DEBT segment.

Why to invest: It is one of the most remarkable DEBT mutual funds in India. This fund has constantly outperformed other similar funds, providing 3.41% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM854Cr
1Y Returns3.4%

Motilal Oswal Nifty 50 Index Fund Direct Growth

Fund Performance: In the last year, its returns were 19.07%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 19.07% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM54Cr
1Y Returns19.1%

Motilal Oswal Nifty Next 50 Index Fund Direct Growth

Fund Performance: In the last year, its returns were 15.61%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 15.61% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM53Cr
1Y Returns15.6%

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