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Motilal Oswal Mutual Fund

Headquartered in Mumbai, Motilal Oswal Asset Management Company Limited (MOAMC) is a SEBI-registered investment managing company with its incorporation dating back to 2008. In collaboration with Motilal Oswal Financial Services Limited, it offers a varied range of financial services, starting from business consultancy to research exchange. 

With the launch of its 1st mutual fund in 2010, MOAMC became the 1st asset management company to ring the NASDAQ Stock Market opening bell in 2011. Motilal Oswal Financial Services launched Motilal Oswal Midcap Fund which is one of the top 5 midcap funds that have offered maximum SIP returns in 5 years.

Best Motilal Oswal Mutual Funds

  • Equity Funds
  • Debt Funds
  • Hybrid Funds
Fund Name
AUM
1 Yr Return
Exp. Ratio
Motilal Oswal Midcap Direct Growth
Motilal Oswal Midcap Direct Growth
₹12628 Cr
64.85%
0.61%
Invest
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth
₹1759 Cr
51.78%
0.30%
Invest
Motilal Oswal Large and Midcap Fund Direct Growth
Motilal Oswal Large and Midcap Fund Direct Growth
₹4943 Cr
48.90%
0.55%
Invest
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth
₹3710 Cr
53.55%
0.66%
Invest
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth
₹734 Cr
55.69%
0.36%
Invest
Motilal Oswal Nifty Next 50 Index Fund Direct Growth
Motilal Oswal Nifty Next 50 Index Fund Direct Growth
₹266 Cr
60.98%
0.35%
Invest
Motilal Oswal Nifty 500 Fund Direct Growth
Motilal Oswal Nifty 500 Fund Direct Growth
₹1130 Cr
35.39%
0.20%
Invest
Motilal Oswal Flexicap Fund Direct Plan Growth
Motilal Oswal Flexicap Fund Direct Plan Growth
₹11126 Cr
53.47%
0.89%
Invest
Motilal Oswal Nifty 50 Index Fund Direct Growth
Motilal Oswal Nifty 50 Index Fund Direct Growth
₹525 Cr
24.96%
0.16%
Invest
Motilal Oswal Focused Direct Growth
Motilal Oswal Focused Direct Growth
₹1970 Cr
29.36%
0.92%
Invest
Motilal Oswal Nifty Bank Index Fund Direct Growth
Motilal Oswal Nifty Bank Index Fund Direct Growth
₹608 Cr
15.05%
0.32%
Invest
Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth
Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth
₹5051 Cr
27.92%
0.24%
Invest
Motilal Oswal S&P 500 Index Fund Direct Growth
Motilal Oswal S&P 500 Index Fund Direct Growth
₹3391 Cr
24.60%
0.62%
Invest
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth
₹33 Cr
11.14%
0.49%
Invest
Motilal Oswal Manufacturing Fund Direct Growth
Motilal Oswal Manufacturing Fund Direct Growth
₹0 Cr
0.00%
0.00%
Invest
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
₹671 Cr
61.19%
0.33%
Invest
Motilal Oswal BSE Low Volatility Index Fund Direct Growth
Motilal Oswal BSE Low Volatility Index Fund Direct Growth
₹52 Cr
36.84%
0.43%
Invest
Motilal Oswal BSE Financials ex Bank 30 Index Fund Direct Growth
Motilal Oswal BSE Financials ex Bank 30 Index Fund Direct Growth
₹14 Cr
32.06%
0.31%
Invest
Motilal Oswal BSE Enhanced Value Index Fund Direct Growth
Motilal Oswal BSE Enhanced Value Index Fund Direct Growth
₹687 Cr
87.67%
0.38%
Invest
Motilal Oswal BSE Quality Index Fund Direct Growth
Motilal Oswal BSE Quality Index Fund Direct Growth
₹19 Cr
52.27%
0.38%
Invest

List of Motilal Oswal Asset Management Co. Ltd Fund Managers

Name
Experience
Schemes
AUM (Cr)
Swapnil Mayekar
16 Years
14
₹5051 Cr
Ajay Khandelwal
11 Years
20
---
Niket Shah
13 Years
23
---

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Key information about Motilal Oswal Mutual Funds

Address

Registered Office Address
Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai-400025

Correspondence Address
Palm Spring Centre, 2nd Floor, Palm Court Complex, New Link Road, Malad (West), Mumbai - 400 064

Phone Number

022 3828 1085 

022 7188 1000

Factors to Consider Before Investing in Motilal Oswal Mutual Funds

Here is a list of factors you need to consider before investing in Motilal Oswal Mutual Funds. Take a look at them and prioritise accordingly.

  • AMC’s history and reputation

    While there are many Asset Management Companies (AMCs), not every one of them has the same record. Check the fund house’s reputation and track record of managing different mutual funds. Also, check how consistently the fund house has generated profits over a few years.

  • Expense ratio

    Similar to the risk level, each fund comes with varying expense ratios. It is observed that the funds with lower expense ratios generate better returns. Hence, before prioritising a mutual fund scheme, you must look out for the expense ratio for a profitable return.

  • Annualised returns

    Mutual funds do not offer linear returns year after year, that is you may not earn the same returns every year. Therefore, it is essential to stay prepared in advance for fluctuations in your annual returns. 

    To get an estimate of the future value, you can use the Motilal Oswal Mutual Fund SIP calculator. This online calculator determines the expected annual return based on the past performance of the fund. 

  • Launch Date

    Launch date is another factor you must take into account while planning to invest in mutual funds. Considering the date when a mutual fund is launched, typically through a new fund offer, is significant. Generally, the longer a fund has been in existence, the better you can assess its performance and the better chance it has of providing you with a stable return.

  • Fund Manager

    Before investing in mutual funds, it is essential to perform a background check on the experience of the fund manager and review their past performance. Having an experienced fund manager leading the team at your chosen fund house increases the likelihood of having a stable and reliable fund management policy.

    At Motilal Oswal, all mutual fund investment decisions are made under the supervision of Ashish Agrawal, who serves as the Vice President and the Head of Dealing. He is recognised as an astute fund manager, with 15 years of experience in this sector. 

  • Exit load

    It is a fee that you have to pay if you prematurely want to withdraw from a particular mutual fund scheme. However, not every mutual fund scheme imposes these charges. So, you should check the terms and conditions before starting your investment.

How to Invest in Motilal Oswal Mutual Fund?

To start investing with Motilal Oswal Asset Management Company Limited through the INDmoney app, follow the outlined stepwise process.

  • Step 1:

    Download the INDmoney app and create your free investment account by completing your KYC ( Know Your Customer).

  • Step 2:

    Once your Free investment account is ready, you can either search for a Motilal Oswal mutual fund or go to the mutual fund section.

  • Step 3:

    Choose any Motilal Oswal Mutual Fund by looking at aspects like past returns, volatility, downside capture ratio, AUM, Expense ratios and underlying stocks and sectors.

  • Step 4:

    You can choose to set up SIP in any Motilal Oswal Mutual Funds or even invest as lumpsum. Once you are on the individual SBI mutual Fund page SBI from the bottom “One-time” for lump sum investment or “SIP” for systematic investment plan.

  • Step 5:

    Choose the amount that you want to invest as SIP or Lumpsum.

  • Step 6:

    Set up payments. If you choose to set up SIP in any Motilal Oswal mutual funds, you can do a free automatic pay set up via bank mandate or UPI. If you choose to invest in lumpsum (one-time) then you can pay via UPI, net banking, NEFT or RTGS.

Frequently asked questions

To determine the maturity value of your mutual fund investment, all you need to do is specify the fund type, investment amount and frequency of investing. Based on these inputs, the calculator will instantly compute the expected annual return. 

If you want to redeem your Motilal Oswal mutual fund units, you need to visit the mutual fund page on the app and click on the ‘Redeem’ button. Upon doing so, a redemption request will be sent and the amount will start to reflect in your bank account within a few days. 

Yes, the INDmoney app enables its users to increase their investment amount via a step-up SIP facility, allowing them to align their investment with growing financial capacity. 

The AUM of Motilal Oswal Asset Management Company Limited stands at Rs. 46,860.85 crore as of 31st December 2023.

Based on the last 3 years’ performance, the average Motilal Oswal mutual fund returns range from 4.14% to 34.95%. 

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