Motilal Oswal Mutual Fund: Grow Your Portfolio in 2025

Do you know how Motilal Oswal Mutual Fund makes investing simple and effective for your portfolio?

Let us break it down. This mutual fund primarily focuses on long-term investment. Their philosophy strategy for investors is "Buy right, sit tight", which is the right stock selection for the long-term investor benefit with the QGLP strategy.

In this article, you will explore the QGLP approach, a brief history of Motilal Oswal Mutual Fund, their top-performing schemes for 2025, and more.

What is Motilal Oswal Mutual Fund?

On November 14, 2008, Motilal Oswal Asset Management Company Ltd. (MOAMC) was launched as a public limited company according to the Companies Act of 1956.

It covers a range of financial services, including mutual fund management, IPO and SIP investments, investment counselling, stock trading, and portfolio management.

MOAMC operates across 600 locations in India and serves over 73.46 lakh client handles. It is worked and trusted under SEBI (MF) regulations, making sure that all its activities work with strict industry standards.

Under the direction of Mr. Motilal Oswal, its director, the company offers research, portfolio management, and business consulting as well as fund management. Investors can securely manage their money with this diversified approach.

A minimum investment of Rs.500 is required to start investing in Motilal Oswal Mutual Fund. They also start their Systematic Investment Plans (SIPs) at Rs. 500.

Brief History of Motilal Oswal Mutual Funds

Motilal Oswal history represents its reputation & Trust over the past years with its philosophy, of investing & through funds.

• From the start, Motilal Oswal MF's focus was on long-term wealth creation using deep research & a disciplined investment strategy.
• Popularized the ‘Buy Right, Sit Tight’ Philosophy, which means they pick high-quality companies and stay invested in them for the long term rather than frequently buying and selling.
• Today, it Expanded Across India and operates in 600+ locations, and serves over 73 lakh clients.
• Over the years, it launched unique mutual funds, including focused funds, index funds & international fund options.

Why Choose Motilal Oswal Mutual Fund for Your Portfolio?

Motilal Oswal Mutual Fund shines out for its strong investment philosophy, experienced fund management & impressive long-term performance.

Here is why your portfolio might just thank you later:

1. Strong Track Record in Funds Motilal Oswal has consistently delivered solid returns, especially in its mid and large cap mutual fund categories, mostly beating the benchmark indices.
2. Long-Term Investment Focus This method is simple but effective in investing in high-quality companies at fair prices & holding them for the long term to benefit from the power of compounding return.
3. Wide Range of Funds Whether you are a moderator or aggressive investor, Motilal Oswal offers a variety of mutual fund options, including equity, debt, hybrid & international funds, to match different goals and risk tolerance.
4. Expert Research-Driven Management The fund managers use deep research & a disciplined process to reduce market ups and downs while identifying strong investment opportunities.
5. ELSS Funds Available: Want to save on taxes? It supplies Equity Linked Savings Scheme (ELSS) funds, which, under Section 80C of the Income Tax Act allows you to save up to Rs.46,800
6. QGLP Investment Philosophy They invest in companies that indicate Quality, Growth, and Longevity, and fit the criteria at the right price, minimizing risk and improving long-term profits.

In summary, Motilal Oswal Mutual Fund is a solid option that allows you to not put all your eggs in the wrong basket.

Do you know that there are n numbers of schemes offered by Motilal Oswal, but let us discuss the best 3 in 2025?

Which scheme of Motilal Oswal Mutual Funds is best in 2025?

There are numerous different schemes available through Motilal Oswal Mutual Fund. There is an opportunity for everyone, no matter whether you are a take-chance or a cautious cat riding the bull for long-term profits, tax savings, or flexible investing options.

Based on recent performance and market insights, here are three best-Motilal Oswal Mutual Fund schemes to consider in 2025:

Motilal Oswal Midcap Fund

This fund is gaining attention as a high-growth investment theme, perfect for investors with a medium to long-term horizon.

Focuses on high-potential mid cap companies with strong fundamentals

Follows the QGLP philosophy (Quality, Growth, Longevity, Price)

Delivered 4% return over the last 1 year

Assets Under Management (AUM): Rs27,280 crores

Minimum Investment: Rs500 (Lump sum or SIP)

Great for investors seeking aggressive growth with a proven track record.

Motilal Oswal Large and Midcap Fund

 This fund balances the stability of large-cap

stocks with the growth potential of midcaps but it is not for the faint-hearted.

Invests in companies with sustainable earnings growth

Focus on strong management and high-quality growth stocks

1-year return: 4%

AUM: Rs9,176 crores

Minimum Investment: Rs500 (Lump sum or SIP)

Perfect for those who desire balanced but aggressive expansion and have been prepared to take on higher levels of risk.

Motilal Oswal Flexi Cap Fund

If you prefer flexibility, this one is for you. It invests across large cap, mid cap, and small cap stocks depending on where the opportunity lies.

Dynamic portfolio based on market conditions

Equity-heavy exposure, suited for high-risk appetite

1-year return: 8%

AUM: Rs.12,148 crores

Minimum Investment: Rs.500 (Lump sum or SIP)

Perfect for investors who want to ride different market waves with one fund.

With a minimum investment of only Rs500, all three funds are open to both beginner and experienced investors. However, keep in mind that each fund has an individual risk profile, so choose one that matches your risk tolerance and financial objectives.

Are Motilal Oswal Mutual Fund Schemes Safe to Invest In?

No mutual fund schemes are safe to invest in for several reasons, but remember that every fund is subject to market risk. Secure is a misleading term for any mutual fund.

Mutual funds are affected by various factors, but always try to avoid pulling your hair out during market downturns. There is no guarantee of capital that investors will invest in any funds. Motilal Oswal has a great reputation, credibility & talk of the town in 2025.

Diversification of assets

Investors can use diverse stocks and funds.

They can check their risk tolerance by analysing and updating different stocks.

Strong Brand and Credibility

Motilal Oswal is connected with the Securities and Exchange based of India (SEBI).

It is a trusted broker and registered under top-tier regulations.

Motilal Oswal has a Strong presence in mutual funds, PMS (portfolio management services), Trading, broking, and investment banking.

Fund Management

Motilal Oswal Funds has diversified fund results with the planning of one year, three years & five years.

Managed by Motilal Oswal Asset Management Company (AMC), SEBI-registered.

Risk Strategy

Work with this strategy framework of QGLPs (Quality, Growth, Longevity, and Price)

There has been no fraud record found in Motilal Oswal Funds.

Returns are not guaranteed.

Market Dependency

External impacts affect economic conditions, geopolitical events, or inflation performance.

India-Pakistan wars, Trump issues & many more events can cause market swings.

Final Thought

To wrap up, Motilal Oswal Mutual Fund works for those who have just started or for experienced investors. It shines out for its investor-friendly approach, bold research capabilities, & popularity for its strategies.

Their managers are the backbone for their experienced analysis & reputation for disciplined investing. Its long-term track record reflects its commitment to delivering consistent results through QGLP's investment philosophy.

A minimum investment of SIP Rs500. Whether you go with equity, debt, hybrid & international funds. Of course, like all mutual funds, investments are subject to market risks. It is not magic, but it is pretty close to safe & transparent processes. This mutual fund offers a smart, trustworthy way to grow your wealth long term.