Motilal Oswal Mutual Fund
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. Currently, Motilal Oswal Mutual Fund has a portfolio of 34 schemes with a net AuM of Rs. 20,119 Crore. Their range of products encompasses everything from Equity, Debt, ELSS, Fund of Funds, large and mid-cap funds, to name a few.
Top Performing Motilal Oswal Mutual Funds
Key information
| Mutual fund | Motilal Oswal Mutual Fund |
|---|---|
| Asset management company | Motilal Oswal Asset Management Company |
| Founded | 29 December 2009 |
| Incorporated | 14 November 2008 |
| Sponsors | Motilal Oswal Financial Services Limited |
| Trustee | Motilal Oswal Trustee Company Limited |
| MD and CEO | Aashish Somaiyaa |
| Compliance Officer | Aparna Karmase |
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How can you invest in Motilal Oswal Mutual Funds?
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.
Top Fund Managers
1. Mr. Ashish Agrawal
With nearly 15 years of experience in the financial services sector, Mr. Ashish Agrawal is a Vice President and the Head of Dealing at Motilal Oswal, apart from being an astute fund manager. Mr. Agrawal has spent several years as a Sales Trader at FPIs, and insurance companies before moving on to mutual funds in the Institutional Equities brokerage sector.
A PGDBM in Finance from Institute of Management Technology (IMT), Ghaziabad, Mr. Agrawal has worked in various capacities at leading financial organisations in India and abroad before joining Motilal Oswal. Some of the more recognisable names in his career portfolio include Edelweiss Capital where he worked as a Senior Manager – Institutional Equities for 4 years ending in 2009, after which he joined RBS Equities India Limited as an Associate Director. He then joined the Citigroup Global Markets Ltd. as a Vice President in Sales Trading, before finally moving on to Motilal Oswal Mutual Funds where he has been working for the past three years.
2. Mr. Akash Singhania
Mr. Akash Singhania is an Executive Group Vice President and a key Fund Manager at MOAMC. He has over 13 years of experience in this field.
Mr. Agrawal is a Gold medallist from the Institute of Chartered Accountants in India (ICAI) as well as the Institute of Company Secretaries in India (ICSI). He has also done his PGDM in Finance from the prestigious Indian Institute of Management, Lucknow.
Mr. Agrawal has had early exposure to the international financial sector as he did his PGDM internship in collaboration with Copenhagen Business School, Denmark and Unilever India. He started his career as an Equity Analyst at ICICI Prudential AMC Ltd., before moving on to Deutsche Asset Management as the Head of Equity. Mr. Agrawal left that post to join PGIM Prudential US Pramerica AMC as its Deputy CIO of Equities, a job he left in 2017 to join MOAMC.
At MOAMC, Mr. Agrawal manages funds worth Rs. 18,149 Crore spread across 14 schemes. Some of the key funds that he endorses include Motilal Oswal Multicap 35 Fund Direct-Growth, Motilal Oswal Midcap 30 Fund Direct-Dividend, Motilal Oswal Equity Hybrid Fund Direct-Growth and Motilal Oswal Dynamic Fund Direct Dividend Yearly.
3. Mr. Abhiroop Mukherjee
Mr. Abhiroop Mukherjee has been with MOAMC as a Fund Manager since 2011. As a pivotal part of the Fund Management team at the AMC, Mr. Mukherjee oversees several schemes cutting across Equity, Debt and Balanced Funds.
Before he was a part of MOAMC, Mr. Mukherjee worked at PNB Gilts Ltd. as an Assistant Vice President of Fixed Income. He holds a PGPBF in Finance from National Institute of Bank Management apart from a B.Com degree from Calcutta University.
At MOAMC, Mr. Agrawal is responsible for managing 21 schemes with AuM of just over Rs. 2,000 Crore. Some of the funds in his portfolio that have ensured highest returns are Motilal Oswal Focused 25 Fund Direct Growth, Motilal Oswal Focused 25 Fund Direct-Dividend Payout, Motilal Oswal Ultra Short Term Fund-Direct Dividend Weekly, and Motilal Oswal Equity Hybrid Fund Direct Growth.
Let's have a closer look
Now let us jump and check about these top 10 mutual fund schemes.
Motilal Oswal Focused 25 Fund Direct Growth
Fund Performance: This fund has consistently performed above the benchmark in Large Cap segment. It has given a commendable 12.9% annual returns in the last three years. In the previous year, it delivered 53.5% returns.
Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Equity mutual funds in India.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹1,618Cr |
| 1Y Returns | 53.5% |
Motilal Oswal Nifty 500 Fund Direct Growth
Fund Performance: This fund has consistently performed above the benchmark in Flexi Cap segment. In the previous year, it delivered 65.5% returns.
Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Equity mutual funds in India.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹131Cr |
| 1Y Returns | 65.5% |
Motilal Oswal Nifty Bank Index Fund Direct Growth
Fund Performance: This fund has consistently performed above the benchmark in Sectoral/Thematic segment. In the previous year, it delivered 63.07% returns.
Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Equity mutual funds in India.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹104Cr |
| 1Y Returns | 63.1% |
Motilal Oswal Long Term Equity Fund Direct Growth
Fund Performance: This fund has consistently performed above the benchmark in ELSS segment. It has given a commendable 7.6% annual returns in the last three years. In the previous year, it delivered 56.06% returns.
Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Equity mutual funds in India.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹2,048Cr |
| 1Y Returns | 56.1% |
Motilal Oswal Dynamic Fund Direct Growth
Fund Performance: This fund has consistently performed above the benchmark in Balanced Advantage segment. It has given a commendable 7.21% annual returns in the last three years. In the previous year, it delivered 25.88% returns.
Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Hybrid mutual funds in India.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹1,252Cr |
| 1Y Returns | 25.9% |
Motilal Oswal Flexi Cap Fund Direct Growth
Fund Performance: This fund has consistently performed above the benchmark in Flexi Cap segment. It has given a commendable 5.68% annual returns in the last three years. In the previous year, it delivered 54.78% returns.
Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Equity mutual funds in India.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹11,873Cr |
| 1Y Returns | 54.8% |
Motilal Oswal Equity Hybrid Fund Direct Growth
Fund Performance: This fund has consistently performed above the benchmark in Aggressive segment. In the previous year, it delivered 39.95% returns.
Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Balanced mutual funds in India.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹382Cr |
| 1Y Returns | 40.0% |
Motilal Oswal Large and Midcap Fund Direct Growth
Fund Performance: This fund has consistently performed above the benchmark in Large & Mid Cap segment. In the previous year, it delivered 61.23% returns.
Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Equity mutual funds in India.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹602Cr |
| 1Y Returns | 61.2% |
Motilal Oswal Nasdaq 100 FOF Direct Growth
Fund Performance: This fund has consistently performed above the benchmark in FoF Overseas segment. In the previous year, it delivered 55.52% returns.
Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Others mutual funds in India.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹2,162Cr |
| 1Y Returns | 55.5% |
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth
Fund Performance: This fund has consistently performed above the benchmark in Small Cap segment. In the previous year, it delivered 98.41% returns.
Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Equity mutual funds in India.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹122Cr |
| 1Y Returns | 98.4% |
Motilal Oswal Midcap 30 Fund Direct Growth
Fund Performance: This fund has consistently performed above the benchmark in Mid Cap segment. It has given a commendable 8.23% annual returns in the last three years. In the previous year, it delivered 64.1% returns.
Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Equity mutual funds in India.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹1,896Cr |
| 1Y Returns | 64.1% |
Motilal Oswal Liquid Fund Direct Growth
Fund Performance: This fund has consistently performed above the benchmark in Liquid segment. In the previous year, it delivered 3.09% returns.
Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable DEBT mutual funds in India.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹751Cr |
| 1Y Returns | 3.1% |
Motilal Oswal Asset Allocation Passive FoF Aggressive Direct Growth
Fund Performance: This fund has consistently performed above the benchmark in FoF Domestic segment. In the previous year, it delivered NA returns.
Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Debt mutual funds in India.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹0Cr |
| 1Y Returns | NA |
Motilal Oswal Multi Asset Fund Direct Growth
Fund Performance: This fund has consistently performed above the benchmark in Multi Asset Allocation segment. In the previous year, it delivered NA returns.
Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable DEBT mutual funds in India.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹216Cr |
| 1Y Returns | NA |
Motilal Oswal Nifty 50 Index Fund Direct Growth
Fund Performance: This fund has consistently performed above the benchmark in Large Cap segment. In the previous year, it delivered 63.37% returns.
Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Equity mutual funds in India.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹65Cr |
| 1Y Returns | 63.4% |
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