Whalesbook
Motilal Oswal Midcap Fund Leads Returns
The Motilal Oswal Midcap Fund has demonstrated exceptional performance, achieving a five-year compound annual growth rate (CAGR) of 24.76%. Launched in 2014, this fund has generated over 21% returns since its inception. Its strategy focuses on financials and technology sectors, with notable holdings such as One97 Communications and Persistent Systems. While successful, this fund exhibits higher volatility compared to its peers. A ₹1 lakh investment made five years ago would now be worth approximately ₹3.02 lakh.
Large & Midcap Fund Balances Growth
The Motilal Oswal Large & Midcap Fund has posted a strong five-year CAGR of 22.25%. Introduced more recently in 2019, this fund aims to blend stability with growth potential, delivering impressive alpha and strong risk-adjusted returns. Key investments include Muthoot Finance and CG Power. A ₹1 lakh investment here would now be valued at around ₹2.73 lakh.
ELSS Tax Saver Fund Offers Tax Benefits
The Motilal Oswal ELSS Tax Saver Fund completes the list of top performers, delivering a 20.12% five-year CAGR. This scheme offers tax benefits and requires a three-year lock-in. Holdings include MCX and Piramal Finance. It provides elevated volatility compensated by strong alpha, but operates in the 'Very High Risk' category. An initial ₹1 lakh investment would now be worth approximately ₹2.50 lakh.
Active Management Drives Outperformance
The sustained outperformance across these Motilal Oswal funds is attributed significantly to active fund management and superior stock selection, rather than solely market momentum. Investors should note that all three funds carry a 'Very High Risk' classification. They are suitable only for those with a high-risk appetite and a long-term investment horizon prepared for market fluctuations.