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 High10.8%5star13,131
Motilal Oswal Long Term Equity FundEquityModerately High19.4%5star1,648
Motilal Oswal Focused 25 FundEquityModerately High20.7%5star1,205
Motilal Oswal Midcap 30 FundEquityModerately High18.3%3star1,812
Motilal Oswal Dynamic FundHybridModerately High13.2%5star1,285
Motilal Oswal Nasdaq 100 FOF - Direct PlanEquityModerately High35.8%3star149
Motilal Oswal Equity Hybrid FundBalancedModerately High19.4%3star292
Motilal Oswal Nifty 500 FundEquityModerately HighN.A4star24
Motilal Oswal Nifty Bank Index FundEquityHighN.A4star30
Motilal Oswal Nifty Midcap 150 Index FundEquityModerately HighN.Astar30
Motilal Oswal Nifty Smallcap 250 Index FundEquityModerately HighN.A3star20
Motilal Oswal Nifty 50 Index FundEquityModerately HighN.Astar28
Motilal Oswal Nifty Next 50 Index FundEquityModerately HighN.Astar23
Motilal Oswal Large and Midcap FundEquityModerately LowN.A3star349
Motilal Oswal Ultra Short Term FundDebtModerately Low6.1%1star90
View All Top 10 Motilal Oswal Mutual Funds

Let's have a closer look

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 12.23% annualized returns in the last three years. In the last year, its returns were 10.8%. 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 10.8% 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
AUM13,131Cr
1Y Returns10.8%

Motilal Oswal Long Term Equity Fund Direct Growth

Fund Performance: This fund has given 15.31% annualized returns in the last three years. In the last year, its returns were 19.37%. 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 19.37% 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
AUM1,648Cr
1Y Returns19.4%

Motilal Oswal Focused 25 Fund Direct Growth

Fund Performance: This fund has given 14.74% annualized returns in the last three years. In the last year, its returns were 20.74%. 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 20.74% 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
AUM1,205Cr
1Y Returns20.7%

Motilal Oswal Midcap 30 Fund Direct Growth

Fund Performance: This fund has given 9.38% annualized returns in the last three years. In the last year, its returns were 18.25%. 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 18.25% 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
AUM1,812Cr
1Y Returns18.3%

Motilal Oswal Dynamic Fund Direct Growth

Fund Performance: This fund has given 11.5% annualized returns in the last three years. In the last year, its returns were 13.21%. 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 13.21% 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
AUM1,285Cr
1Y Returns13.2%

Motilal Oswal Nasdaq 100 FOF Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were 35.83%. 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 35.83% 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
AUM149Cr
1Y Returns35.8%

Motilal Oswal Equity Hybrid Fund Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were 19.37%. 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 19.37% 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
AUM292Cr
1Y Returns19.4%

Motilal Oswal Nifty 500 Fund Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were NA. 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 NA 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
AUM24Cr
1Y ReturnsNA

Motilal Oswal Nifty Bank Index Fund Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were NA. 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 NA 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
AUM30Cr
1Y ReturnsNA

Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were NA. 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 NA 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
AUM30Cr
1Y ReturnsNA

Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were NA. 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 NA 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
AUM20Cr
1Y ReturnsNA

Motilal Oswal Nifty 50 Index Fund Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were NA. 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 NA 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
AUM28Cr
1Y ReturnsNA

Motilal Oswal Nifty Next 50 Index Fund Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were NA. 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 NA returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. .

Min Investment Amt₹500
AUM23Cr
1Y ReturnsNA

Motilal Oswal Large and Midcap Fund Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were NA. 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 NA returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM349Cr
1Y ReturnsNA

Motilal Oswal Ultra Short Term Fund Direct Growth

Fund Performance: This fund has given 1.25% annualized returns in the last three years. In the last year, its returns were 6.09%. 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 6.09% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM90Cr
1Y Returns6.1%

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