Motilal Oswal mutual funds to watch in 2026: 3 top schemes that delivered over 15% CAGR in 5 years; check latest NAV, AUM, expense ratio and more

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Motilal Oswal Mutual Fund: Which Motilal Oswal mutual fund schemes have delivered the strongest returns over the past five years? Three top schemes have recorded over 15 per cent CAGR during this period, making them worth a closer look. From the latest NAV and assets under management (AUM) to expense ratios and returns, here are the key details investors should know before considering them.

Mutual Fund

Motilal Oswal Mutual Fund: Choosing the right mutual fund is crucial for long-term wealth creation, particularly when investing in equity funds. Motilal Oswal Mutual Fund has delivered over 15 per cent CAGR in long-term performance, such as over 5 years. Here is a look at the top three Motilal Oswal mutual funds to watch in 2026. Motilal Oswal Mutual Fund is managed by Motilal Oswal Asset Management Company Ltd (MOAMC), a SEBI-registered investment manager founded in 2008 and sponsored by Motilal Oswal Financial Services Limited (MOFSL). The list given below consists of Motilal Oswal Midcap Fund, Motilal Oswal Large and Midcap Fund and Motilal Oswal ELSS Tax Saver Fund. Let's take a look at their CAGR, latest NAV, AUM, standard deviation, expense ratio and other crucial details.

Motilal Oswal Mutual Funds to watch in 2026: 3 top schemes that delivered over 15% CAGR in 5 years; check latest NAV, AUM, expense ratio and more

Let's find out which Motilal Oswal mutual fund schemes delivered the higher returns over the past five years from the list of the top schemes. From latest NAV and assets under management (AUM) to expense ratios and returns, here are the key details investors should know before considering them.

Motilal Oswal Midcap Fund - Direct Plan

  • Launch date: 24-Feb-2014
  • NAV: Rs 111.4372 (As on 30-Oct-2026)
  • AUM: Rs 40,208 crore (As on 30-Sep-2026)
  • Expense Ratio: 0.67% (As on 31-Oct-2026)
  • Benchmark: NIFTY Midcap 150 TRI
  • CAGR in 3 years: 16.90%
  • CAGR in 5 years: 18.55%
  • Minimum investment: Rs 500
  • Minimum SIP: Rs 500
  • Standard Deviation: 21.29
  • Sharpe Ratio: 0.58
  • Beta: 0.99

Motilal Oswal Large and Midcap Fund - Direct Plan

  • Launch date: 17-Oct-2019
  • NAV: Rs 38.5563 (As on 30-Oct-2026)
  • AUM: Rs 19,832 crore (As on 30-Sep-2026)
  • Expense Ratio: 0.62% (As on 31-Oct-2026)
  • Benchmark: NIFTY Large Midcap 250 TRI
  • CAGR in 3 years: 20.66%
  • CAGR in 5 years: 17.41%
  • Minimum investment: Rs 500
  • Minimum SIP: Rs 500
  • Standard Deviation: 21.96
  • Sharpe Ratio: 0.71
  • Beta: 0.71

Motilal Oswal ELSS Tax Saver Fund - Direct Plan

  • Launch date: 21-Jan-2015
  • NAV: Rs 61.4572 (As on 30-Oct-2026)
  • AUM: Rs 4,890 crore (As on 30-Sep-2026)
  • Expense Ratio: 0.60% (As on 31-Oct-2026)
  • Benchmark: NIFTY Large Midcap 250 TRI
  • CAGR in 3 years: 19.60%
  • CAGR in 5 years: 15.65%
  • Minimum investment: Rs 500
  • Minimum SIP: Rs 500
  • Standard Deviation: 22.20
  • Sharpe Ratio: 0.67
  • Beta: 1.17

(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money related decisions.)

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