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Motilal Oswal Asset Management Company is changing the names and category of few of its mutual funds. Mutual funds of many Asset Management Companies are being changed after a recent circular by Securities and Exchange Board of India. This move by the regulator aims to make investing simpler for investors.

The new rule states that every mutual fund company can only have one mutual fund offering under each category.

Motilal Oswal Mutual Fund Name & Category Changes

Few Motilal Oswal Mutual Fund names are changing, few are being merged, and few funds are being recategorized.

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Motilal Oswal Mutual Fund Name Change

This table contains the names of the Motilal Oswal Mutual Funds whose names have changed:

Old NameNew Name
Motilal Oswal MOSt Focused 25 FundMotilal Oswal Focused 25 Fund
Motilal Oswal MOSt Focused Midcap 30Motilal Oswal Midcap 30 Fund
Motilal Oswal MOSt Ultra Short Term BondMotilal Oswal Ultra Short Term Fund
Motilal Oswal MOSt Focused Dynamic Equity FundMotilal Oswal Dynamic Fund
Motilal Oswal MOSt Focused Multicap 35 FundMotilal Oswal Multicap 35 Fund
Motilal Oswal MOSt Focused Long Term FundMotilal Oswal Long Term Equity Fund
Motilal Oswal MOSt Shares M50 ETFMotilal Oswal M50 ETF
Motilal Oswal MOSt Shares Midcap 100 ETFMotilal Oswal Midcap 100 ETF
Motilal Oswal MOSt Shares NASDAQ 100 ETFMotilal Oswal NASDAQ 100 ETF

Motilal Oswal Mutual Fund Names Changed: What should Investors do?

If Mutual Fund Name & Category Has Changed

If there is a change in category, an investor might have to change his strategy of investment in these funds. These extreme changes are largely in equity mutual funds. Debt funds category names have changed too but there is not much difference in their investment style.

If an investor is confused, he should contact his mutual fund advisor for his advice on this issue.

If Mutual Funds Are Being Merged

If mutual funds are being merged, investors should not worry as the Asset Management company will take care of the merger. Since in the mergers, there is no real change in category, so investors need not make any changes to his investment strategy.

If Only Mutual Fund Name Has Changed

If only the name of the mutual fund scheme has changed, then there is no need to be concerned or do anything. Investors can simply continue investing as they already were.

Why are Motilal Oswal Mutual Fund Names and Categories Changing?

There are many mutual funds offered by different Asset Management Companies. Many of these are in effect duplicates of each other. Further, they also have names that might confuse and intimidate a new investor.

Keeping this in mind, Securities Exchange Board of India has decided to recategorize mutual fund schemes. It has also made compulsory that each Asset Management Company can only have one mutual fund under each category.

Thus, all Asset Management Companies are renaming, recategorizing, and merging mutual funds to comply with this directives by the regulator.

Happy investing!

Disclaimer: the views expressed here are of the author and do not reflect those of Groww. 

Investment in securities market are subject to market risks, read all the related documents carefully before investing. Please read the Risk Disclosure documents carefully before investing in Equity Shares, Derivatives, Mutual fund, and/or other instruments traded on the Stock Exchanges. As investments are subject to market risks and price fluctuation risk, there is no assurance or guarantee that the investment objectives shall be achieved. NBT do not guarantee any assured returns on any investments. Past performance of securities/instruments is not indicative of their future performance.

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