Four Motilal Oswal funds — Motilal Oswal Largecap Fund, Motilal Oswal Small Cap Fund, Motilal Oswal Flexi Cap Fund, and Motilal Oswal Large and Midcap Fund — have outperformed their respective categories in the last one year, delivering impressive returns ranging from 23% to 29%. Apart from these four funds, two other schemes from the fund house, Motilal Oswal Midcap Fund and Motilal Oswal ELSS Tax Saver Fund, secured the second and third positions in their respective categories.
These stellar performances by Motilal Oswal funds stand out even more when compared to the average performance of their respective categories and the overall equity market performance in the past one year.
The Indian stock market has gone through significant volatility in the last six months, pulling one-year Sensex and Nifty returns to around 6%. Broader indices like Nifty Midcap 150 and Nifty Smallcap 250 have also delivered subdued returns at 10.39% and 8.51%, respectively.
Also read: 5 Equity Mutual Funds with rising cash holdings amid market volatility
Let’s take a closer look at how these Motilal Oswal funds have performed in comparison to their category peers.
Motilal Oswal Largecap Fund
This large-cap fund has given an impressive 28.67% return in the last one year against the category average of 7.24%. To put this in perspective, out of 33 large-cap funds, 23 posted single-digit returns, while only 10 managed to achieve double-digit gains.
Motilal Oswal Small Cap Fund
This Motilal Oswal fund has generated a return of 27.10% in the last one year, well above the category average of 10.21%. According to AMFI data, among 27 small-cap funds, 9 recorded single-digit returns, while 18 delivered double-digit gains.
Motilal Oswal Flexi Cap Fund
Motilal Oswal Flexi Cap Fund has earned investors a return of 23.54% in the last one year against the category average of 9.18%. Of the 38 funds in the category, 11 funds failed to achieve double-digit returns in the last one year.
Motilal Oswal Large and Midcap Fund
This Motilal Oswal large and midcap fund has delivered a 22.77% return in the last one year, comprehensively beating the category average of 6.56%. In this category, out of 30 funds,
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