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 High-4.7%3star11,240
Motilal Oswal Long Term Equity FundEquityModerately High-9.2%4star1,585
Motilal Oswal Focused 25 FundEquityModerately High0.3%4star1,265
Motilal Oswal Midcap 30 FundEquityModerately High-6.0%2star1,620
Motilal Oswal Dynamic FundHybridModerately High5.3%3star1,125
Motilal Oswal Nasdaq 100 FOF - Direct PlanOthersHigh49.6%3star1,088
Motilal Oswal Large and Midcap FundEquityModerately HighN.A3star476
Motilal Oswal Equity Hybrid FundBalancedModerately High3.7%3star340
Motilal Oswal Nifty 500 FundEquityModerately High-1.4%4star55
Motilal Oswal Nifty Bank Index FundEquityHigh-29.1%4star65
Motilal Oswal Nifty Midcap 150 Index FundEquityModerately High7.1%star57
Motilal Oswal Nifty Smallcap 250 Index FundEquityModerately High3.7%3star51
Motilal Oswal Liquid Fund - Direct PlanDebtLow4.0%1star728
Motilal Oswal Multi Asset FundHybridModerately HighN.Astar0
Motilal Oswal Nifty 50 Index FundEquityModerately HighN.Astar46
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 -0.25% annualized returns in the last three years. In the last year, its returns were -4.72%. 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 -4.72% 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
AUM11,240Cr
1Y Returns-4.7%

Motilal Oswal Long Term Equity Fund Direct Growth

Fund Performance: This fund has given -0.5% annualized returns in the last three years. In the last year, its returns were -9.18%. 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 -9.18% 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
AUM1,585Cr
1Y Returns-9.2%

Motilal Oswal Focused 25 Fund Direct Growth

Fund Performance: This fund has given 4.63% annualized returns in the last three years. In the last year, its returns were 0.31%. 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 0.31% 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
AUM1,265Cr
1Y Returns0.3%

Motilal Oswal Midcap 30 Fund Direct Growth

Fund Performance: This fund has given -0.33% annualized returns in the last three years. In the last year, its returns were -5.97%. 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 -5.97% 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
AUM1,620Cr
1Y Returns-6.0%

Motilal Oswal Dynamic Fund Direct Growth

Fund Performance: This fund has given 5.69% annualized returns in the last three years. In the last year, its returns were 5.3%. 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 5.3% 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
AUM1,125Cr
1Y Returns5.3%

Motilal Oswal Nasdaq 100 FOF Direct Growth

Fund Performance: In the last year, its returns were 49.58%. 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 49.58% 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
AUM1,088Cr
1Y Returns49.6%

Motilal Oswal Large and Midcap Fund Direct Growth

Fund Performance: 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
AUM476Cr
1Y ReturnsNA

Motilal Oswal Equity Hybrid Fund Direct Growth

Fund Performance: In the last year, its returns were 3.68%. 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 3.68% 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
AUM340Cr
1Y Returns3.7%

Motilal Oswal Nifty 500 Fund Direct Growth

Fund Performance: In the last year, its returns were -1.43%. 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 -1.43% 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
AUM55Cr
1Y Returns-1.4%

Motilal Oswal Nifty Bank Index Fund Direct Growth

Fund Performance: In the last year, its returns were -29.07%. 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 -29.07% 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
AUM65Cr
1Y Returns-29.1%

Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Fund Performance: In the last year, its returns were 7.13%. 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 7.13% 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
AUM57Cr
1Y Returns7.1%

Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

Fund Performance: In the last year, its returns were 3.69%. 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 3.69% 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
AUM51Cr
1Y Returns3.7%

Motilal Oswal Liquid Fund Direct Growth

Fund Performance: In the last year, its returns were 4.03%. 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 4.03% 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
AUM728Cr
1Y Returns4.0%

Motilal Oswal Multi Asset Fund Direct Growth

Fund Performance: In the last year, its returns were NA. 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 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
AUM0Cr
1Y ReturnsNA

Motilal Oswal Nifty 50 Index Fund Direct Growth

Fund Performance: 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
AUM46Cr
1Y ReturnsNA

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