A Study of Mutual Funds Performance in Motilal Oswal

Abstract

This study examines the performance of mutual fund schemes offered by Motilal Oswal Financial Services with the objective of evaluating their return, risk, and overall investment efficiency. Mutual funds have become one of the most preferred investment avenues among investors due to professional management, diversification, liquidity, and potential for wealth creation. The study focuses on analyzing the growth and performance of selected mutual fund schemes of Motilal Oswal by using various financial and statistical tools. The research is based on secondary data collected from annual reports, company publications, financial websites, journals, and reports of mutual fund schemes. Key performance indicators such as Net Asset Value (NAV), return on investment, risk-return relationship, Sharpe Ratio, and portfolio performance are considered to assess the effectiveness of the selected schemes. The study also examines how market fluctuations and economic conditions influence mutual fund performance. The findings of the study indicate that Motilal Oswal mutual fund schemes have shown considerable growth and competitive returns over the study period. Equity-oriented schemes demonstrated higher returns with comparatively higher risk, while debt-oriented schemes provided stable and secure returns. The study concludes that mutual funds offered by Motilal Oswal are suitable investment options for investors with varying risk preferences and financial goals. The research also highlights the importance of proper fund selection and market analysis in maximizing investor returns.