Motilal Oswal Asset Management Company Ltd. (MOAMC) is a Mumbai-based AMC, which is the designated Investment Manager of Motilal Oswal Mutual Fund. It was incorporated in 2008 under the Companies Act of 1956. It is also registered as a Portfolio Manager under the SEBI (Portfolio Managers) Regulations, 1993. The AMC is promoted and sponsored by Motilal Oswal Financial Services Ltd. (MOFSL).
Motilal Oswal Mutual Fund is a premier AMC with active operations in over 600 locations across the country. With over 9 Lakh registered clients and over 2400 office premises, Motilal Oswal has a diversified portfolio of financial services under its belt.
Apart from its primary service, which is asset management, Motilal Oswal AMC also indulges in several other financial activities in an advisory capacity to offshore funds as business consultancy, portfolio management and research exchange.
About the Trustee
Incorporated on 14 November 2008, Motilal Oswal Trustee Company Limited (MOTCL) is the trustee to Motilal Oswal Mutual Funds. The Trustee is in compliance with SEBI (MF) Regulations and reviews the operations of the AMC in accordance to the provisions laid out by the apex body.
About the Sponsor
Motilal Oswal Financial Services Limited (MOFSL), the company that sponsors Motilal Oswal Mutual Funds, is a diversified financial service provider, also based out of Mumbai. They offer a wide range of financial services and products including but not limited to retail brokerage, private wealth management, investment banking, currency broking as well as the distribution of institutional asset management.
MOFSL was established in May 2005 and commenced its operations from June of the same year. With a 9 Lakh strong clientele, many of whom are High Net Worth individuals, MOFSL is a prominent name in the financial landscape of this country.
Over the years, MOFSL has acquired several companies such as Motilal Oswal Venture Capital Advisors Pvt. Ltd., Motilal Oswal Securities Ltd. and Peninsular Capital Markets Ltd. During FY07-08, MOFSL made its first Initial Public Offer (IPO) of 2,982,710 shares which were priced at Rs. 5 each.
After the acquisition of a few more companies such as Antop Traders Pvt. Ltd. and Motilal Oswal Insurance Brokers, MOFSL received in-principal approval of SEBI to set up mutual fund business. It is at this point that MOFSL started sponsoring Motilal Oswal Asset Management Company (MOAMC).
MOAMC launched its first mutual fund in 2010, the same year MOFSL crossed Rs. 1000 Crore mark in net worth. Incidentally, MOAMC became the first AMC to ring the NASDAQ Stock Market opening bell in 2011.
MOAMC crossed the $1 Billion mark in PMS assets and equity mutual funds in 2016, a number that it reached in record time. Later the same year, MOAMC expanded its operations to the international arena, as it launched Motilal Oswal India Fund (MOIF). Within a year, MOAMC crossed $2.5 billion in equity assets, a 150% growth in just a year.
| Fund Name | Category | Risk | NAV | Expense Ratio | 1Y Returns | 3Y Returns | 5Y Returns | Rating | Fund Size (in Cr) | Exit Load |
|---|---|---|---|---|---|---|---|---|---|---|
Motilal Oswal BSE Enhanced Value Index Fund | Equity | Very High | 27.25 | 0.39 | 13.4% | 31.1% | NA | 5 | ₹1,181 | Exit Load: 1%- If redeemed on or before 15 days from the date of allotment. See more |
Motilal Oswal Midcap Fund | Equity | Very High | 114.13 | 0.73 | -12.3% | 25.3% | 29.4% | 5 | ₹38,002 | Exit load of 1%, if redeemed within 365 days.
|
Motilal Oswal Large and Midcap Fund | Equity | Moderately High | 35.55 | 0.69 | -7.1% | 24.8% | 24.2% | 5 | ₹15,146 | Exit load of 1%, if redeemed within 365 days. |
Motilal Oswal ELSS Tax Saver Fund | Equity | Very High | 56.34 | 0.64 | -12.2% | 22.2% | 21.1% | 4 | ₹4,444 | - |
Motilal Oswal Flexi Cap Fund | Equity | Very High | 67.25 | 0.86 | -6.1% | 22.0% | 16.6% | 4 | ₹14,312 | Exit load of 1%, if redeemed within 365 days. |
Motilal Oswal Nifty Midcap 150 Index Fund | Equity | Moderately High | 39.60 | 0.26 | 1.7% | 22.4% | 23.3% | 3 | ₹2,929 | Exit load of 1%, if redeemed within 15 days. |
Motilal Oswal BSE Financials ex Bank 30 Index Fund | Equity | Very High | 17.93 | 0.43 | 15.9% | 21.0% | NA | 3 | ₹27 | Exit load-1%- If redeemed within 15 days from the date of allotment. See more |
Motilal Oswal Asset Allocation Passive FoF - Conservative Fund | Hybrid | High | 17.28 | 0.03 | 13.6% | 14.7% | NA | 3 | ₹70 | Exit load of 1% if redeemed within 15 Days. |
Motilal Oswal Nifty 50 Index Fund | Equity | Very High | 22.36 | 0.12 | 7.8% | 13.3% | 14.5% | 3 | ₹839 | - |
Motilal Oswal 5 Year G-Sec FoF Fund | Debt | Moderate | 12.80 | 0.13 | 7.8% | 7.5% | NA | 3 | ₹50 | Exit load of 1%, if redeemed within 15 days. |
Motilal Oswal Gold and Silver ETFs FoF Fund | Commodities | Very High | 27.29 | 0.13 | 84.5% | 36.2% | NA | 2 | ₹1,101 | - |
Motilal Oswal Asset Allocation Passive FoF - Aggressive Fund | Hybrid | Very High | 19.44 | 0.04 | 13.5% | 17.9% | NA | 2 | ₹110 | Exit load of 1% if redeemed within 15 Days. |
Motilal Oswal BSE Quality Index Fund | Equity | Very High | 17.31 | 0.38 | 3.4% | 17.5% | NA | 2 | ₹58 | Exit load is 1%- If redeemed on or before 15 days from the date of allotment. See more |
Motilal Oswal Nifty 500 Index Fund | Equity | Moderately High | 27.28 | 0.17 | 3.4% | 15.2% | 16.3% | 2 | ₹2,756 | Exit load of 1% if redeemed within 15 days. |
Motilal Oswal BSE Low Volatility Index Fund | Equity | Very High | 17.08 | 0.38 | 5.2% | 14.7% | NA | 2 | ₹115 | Exit load of 1% if redeemed within 15 days. |
| View All | ||||||||||
| Mutual fund name | Motilal Oswal Mutual Fund | |||
| Asset management company name | Motilal Oswal Mutual Fund | |||
| AMC Setup Date | 14 Nov 2008 | |||
| AMC Incorporation Date | 29 Dec 2009 | |||
| Sponsor name | Motilal Oswal Financial Services Limited | |||
| Trustee organisation | Motilal Oswal Trustee Company Ltd. | |||
| Name of trustees | Mr. Sandip Ghose | Mr. Viraj Kulkarni | Mr. Vijay Agarwal | Mr. Vishal Tulsyan |
| MD | Mr. Navin Agarwal | |||
| CEO | Prateek Agrawal(Chief Executive Officer) | |||
| CIO | Niket Shah(Chief Investment Officer) | |||
| Compliance Officer | Aparna Karmase | |||
| Investor Service Officer | Jamin Dinesh Majethia | |||
| Total AUM (as of end of last quarter) | ₹1,38,060.00Cr | |||
| Address | Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025 |
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The investment process of Motilal Oswal Mutual Funds is quick, hassle-free and entirely transparent. The best part about it is that the process is completely online so that you can invest at your own convenience.
Follow these steps to invest in Motilal Oswal Mutual Fund online.
Step 1: Visit the Groww website and create your account there. Existing users will just need to log in.
Step 2: Upload documents that can act as a proof of identity. Any government-issued documents such as Voter ID card, Passport, Driving License, Aadhaar card, PAN card etc. can be used as valid proofs of identity.
Step 3: Upload documents that can serve as proof of address. Apart from PAN, the other documents are all applicable in this step as well. Apart from those, you may also use your Ration card or utility bills as valid proofs of address.
Step 4: Choose an investment tenure you feel comfortable with. You may choose between long-term, mid-term or short term investments.
Step 5: Choose a level of risk. The available options are low, medium and high.
Step 6: From the available choices, select a particular Motilal Oswal Mutual Fund of your choice to invest in.
Step 7: Select ‘Start SIP’ or ‘Invest One Time’ as per your preference. The first option will start an SIP while the latter will help you make a substantial one-time Motilal Oswal Mutual Fund online investment.
That completes the entire investment process. Once you have completed it, your Groww account will synchronise with the developments. You may expect to see the changes in your Groww report within the next 3 to 4 business days.
Now let us jump and check about these top 15 mutual fund schemes.
Fund Performance: The Motilal Oswal BSE Enhanced Value Index Fund comes under the Equity category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal BSE Enhanced Value Index Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹1,181Cr |
| 1Y Returns | 13.4% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 25.33% & 29.45%. The Motilal Oswal Midcap Fund comes under the Equity category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal Midcap Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹38,002Cr |
| 1Y Returns | -12.3% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 24.76% & 24.16%. The Motilal Oswal Large and Midcap Fund comes under the Equity category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal Large and Midcap Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹15,146Cr |
| 1Y Returns | -7.1% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 22.2% & 21.08%. The Motilal Oswal ELSS Tax Saver Fund comes under the Equity category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal ELSS Tax Saver Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹4,444Cr |
| 1Y Returns | -12.2% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 21.97% & 16.6%. The Motilal Oswal Flexi Cap Fund comes under the Equity category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal Flexi Cap Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹14,312Cr |
| 1Y Returns | -6.1% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 22.39% & 23.25%. The Motilal Oswal Nifty Midcap 150 Index Fund comes under the Equity category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal Nifty Midcap 150 Index Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹2,929Cr |
| 1Y Returns | 1.7% |
Fund Performance: The Motilal Oswal BSE Financials ex Bank 30 Index Fund comes under the Equity category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal BSE Financials ex Bank 30 Index Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹27Cr |
| 1Y Returns | 15.9% |
Fund Performance: The Motilal Oswal Asset Allocation Passive FoF - Conservative Fund comes under the Hybrid category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal Asset Allocation Passive FoF - Conservative Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹70Cr |
| 1Y Returns | 13.6% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 13.28% & 14.47%. The Motilal Oswal Nifty 50 Index Fund comes under the Equity category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal Nifty 50 Index Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹839Cr |
| 1Y Returns | 7.8% |
Fund Performance: The Motilal Oswal 5 Year G-Sec FoF Fund comes under the Debt category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal 5 Year G-Sec FoF Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹50Cr |
| 1Y Returns | 7.8% |
Fund Performance: The Motilal Oswal Gold and Silver ETFs FoF Fund comes under the Commodities category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal Gold and Silver ETFs FoF Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹1,101Cr |
| 1Y Returns | 84.5% |
Fund Performance: The Motilal Oswal Asset Allocation Passive FoF - Aggressive Fund comes under the Hybrid category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal Asset Allocation Passive FoF - Aggressive Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹110Cr |
| 1Y Returns | 13.5% |
Fund Performance: The Motilal Oswal BSE Quality Index Fund comes under the Equity category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal BSE Quality Index Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹58Cr |
| 1Y Returns | 3.4% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 15.23% & 16.34%. The Motilal Oswal Nifty 500 Index Fund comes under the Equity category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal Nifty 500 Index Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹2,756Cr |
| 1Y Returns | 3.4% |
Fund Performance: The Motilal Oswal BSE Low Volatility Index Fund comes under the Equity category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal BSE Low Volatility Index Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹115Cr |
| 1Y Returns | 5.2% |
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