Tata Mutual Fund vs Motilal Oswal Mutual Fund SIP Comparison

Compare SIP returns, minimum investments, and top schemes to make an informed decision

Tata Mutual Fund

Minimum Investment

500

Average Return

12.4%

Top Schemes

Tata Small Cap Fund

Tata Digital India Fund

Tata Ethical Fund

Key Features

Tata Group backing

Ethical investment focus

Strong digital presence

Transparent operations

Motilal Oswal Mutual Fund

Minimum Investment

500

Average Return

13.8%

Top Schemes

Motilal Oswal Midcap Fund

Motilal Oswal NASDAQ 100 Fund

Motilal Oswal Flexi Cap Fund

Key Features

High-conviction investing

Strong midcap funds

International fund expertise

Focused portfolio approach

Calculate SIP Returns for Both

Calculate with Tata

Investment Details

Monthly Investment

Expected Return Rate (p.a.)

Time Period

Expected Returns

Total Invested

₹60,000

Est. Returns

₹58,976

Total Value

₹1,18,976

Invested Amount: 60,000
Estimated Returns: 58,976
Total Value: 1,18,976

SIP Growth Projection

Calculate with Motilal Oswal

Investment Details

Monthly Investment

Expected Return Rate (p.a.)

Time Period

Expected Returns

Total Invested

₹60,000

Est. Returns

₹69,460

Total Value

₹1,29,460

Invested Amount: 60,000
Estimated Returns: 69,460
Total Value: 1,29,460

SIP Growth Projection

Tata Mutual Fund vs Motilal Oswal Mutual Fund: Which is Better for SIP?

Backed by the trusted Tata Group, Tata Mutual Fund offers a range of well-managed schemes. Known for ethical investing and consistent performance across market cycles.

Known for focused investment strategies and high-conviction funds. Motilal Oswal has delivered strong performance particularly in midcap and international funds.

Making Your Choice

Both Tata and Motilal Oswal are reputable mutual fund houses in India. Your choice should depend on your investment goals, minimum investment capacity, and preference for specific fund categories. Consider factors like minimum investment amount, average returns, fund options, and the institution's track record.

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