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Motilal Oswal NFO Sample Fund

An open ended dynamic equity scheme investing across large cap, mid cap, small cap stocks

Regular | Growth

3 years
  • motilal-oswal:nfo

Historical Performance

CAGR

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Periodic Returns

Data as on 30 Jun 2025

CAGR
Current value of Investment of ₹10,000

Date of inception: 24-Feb-14. In case the start or end date of the concerned period is a non-business day (NBD), the NAV of the previous business day is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Future returns are not guaranteed and a loss of original capital may occur. Different plans under the scheme may have different expense structures. Performance is for Regular Plan Growth option. Different plans have different expense structure. The scheme is currently managed by Mr. Niket Shah, Mr. Ajay Khandelwal, Mr.Rakesh Shetty and Mr. Sunil Sawant.
See other funds managed by the Fund Manager Performance is for Direct - Growth Plan option.

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Past Performance Calculator

Explore how much wealth you would have created by investing in our schemes using this SIP Calculator

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Motilal Oswal Mid cap fund

SIP

Lumpsum

If you would have invested monthly

If you would have invested

10000

Tenure

10

Invested Amount

1200000

Current Value of Investment

2500000

Return (CAGR)

18

Start SIP

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Disclaimer:

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Why this fund?

Expertise

Backed by a decade of financial expertise, we focus on long-term wealth creation through early investment in promising midcaps.

Disclaimer: The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity.

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Portfolio Composition

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Sector Holdings
Stock Holdings

Industry Classification as recommended by AMFI

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    1. Key Facts

    2. Launched on 06 Feb 2024

Investment Objective

The investment objective of the Scheme is to seek returns by investing in units of Motilal Oswal 5 Year G-Sec ETF. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Minimum Application Amount

₹500/- and in multiples of ₹1/- thereafter

Minimum Redemption Amount

₹500/- then ₹1/- increments, up to account balance

Latest AUM

50.0037

2025-09-15T00:00:00

Portfolio Turnover Ratio

NIL

Plans

Regular

Options (Under each plan)

Growth

Benchmark

Total Expense Ratio

Inception date

Entry Load

Exit Load Policy

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Our Fund Managers

Managing this fund since

Total AUM

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Downloads

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Frequently Asked Questions

What is a Mutual Fund?
A mutual fund is an investment option where your money is pooled with that of other investors and managed by a professional fund manager. The fund manager invests this combined amount into a mix of assets like stocks, bonds, or other securities to help grow your money over time. It's a simple way to invest without having to pick individual stocks or track the markets yourself.
What does a Mutual Fund do with investor’s money?
A mutual fund is an investment option where your money is pooled with that of other investors and managed by a professional fund manager. The fund manager invests this combined amount into a mix of assets like stocks, bonds, or other securities to help grow your money over time. It's a simple way to invest without having to pick individual stocks or track the markets yourself.
What is the Regulatory Body for Mutual Funds?
A mutual fund is an investment option where your money is pooled with that of other investors and managed by a professional fund manager. The fund manager invests this combined amount into a mix of assets like stocks, bonds, or other securities to help grow your money over time. It's a simple way to invest without having to pick individual stocks or track the markets yourself
What does a Mutual Fund do with investor’s money?
A mutual fund is an investment option where your money is pooled with that of other investors and managed by a professional fund manager. The fund manager invests this combined amount into a mix of assets like stocks, bonds, or other securities to help grow your money over time. It's a simple way to invest without having to pick individual stocks or track the markets yourself.
What is the Regulatory Body for Mutual Funds?
A mutual fund is an investment option where your money is pooled with that of other investors and managed by a professional fund manager. The fund manager invests this combined amount into a mix of assets like stocks, bonds, or other securities to help grow your money over time. It's a simple way to invest without having to pick individual stocks or track the markets yourself.
What does a Mutual Fund do with investor’s money?
An investment option where your money is pooled with that of other investors and managed by a professional fund manager. The fund manager invests this combined amount into a mix of assets like stocks, bonds, or other securities to help grow your money over time. It's a simple way to invest without having to pick individual stocks or track the markets yourself.

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Learning Resource Vault

Learn with Motilal Oswal

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    • July 7, 2022

  • Hear our fund managers talk

  • Get expert insights straight from our fund managers as they break down market trends, strategies, and what’s shaping your investments.

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  • Video

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    • July 7, 2022

  • The Basics of Investing

  • Start your investing journey with easy-to-follow audio guides that explain key concepts, jargon, and tips—perfect for new investors.

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  • Podcast

    • 4 min listen
    • July 7, 2022

  • Pratik Oswal on Investing

  • Explore thought-provoking conversations with Pratik Oswal as he shares his views on building wealth, market behavior, and more.

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This product is suitable for investors who are seeking*

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

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