Motilal Oswal Mutual Fund
- AMC AGE 17 years
- AMC AUM (In Cr) ₹ 1,31,358.67
- Number of Schemes 53
Motilal Oswal Mutual Fund is sponsored by Motilal Oswal Financial Services and is well-known for its equity-focused, research-driven investing style. The AMC is recognised for its “buy right, sit tight” philosophy, concentrated high-conviction portfolios and focus on quality, growth and longevity (QGL) in stock selection.
Motilal Oswal Mutual Fund schemes include active equity funds, index funds, ETFs and asset allocation solutions. Some investors regard certain diversified or index-based strategies as among the best Motilal Oswal Mutual Fund options for long-term wealth creation, but suitability should always trump returns alone. On 5paisa, you can easily compare Motilal Oswal Mutual Fund returns, study categories and decide how to invest in Motilal Oswal Mutual Fund in a way that fits your goals.
List of Motilal Oswal Mutual Funds Schemes
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
Motilal Oswal Nasdaq 100 FOF - Regular Growth
|
7,691 | 38.49% | 24.93% | |
Motilal Oswal Gold and Silver Passive Fund of Funds-Reg Growth
|
2,652 | 36.81% | - | |
Motilal Oswal BSE Enhanced Value Index Fund Growth
|
2,102 | 28.96% | - | |
Motilal Oswal S&P 500 Index Fund Growth
|
4,365 | 25.49% | 17.70% | |
Motilal Oswal Large and Midcap Fund Growth
|
16,777 | 23.39% | 19.03% | |
Motilal Oswal ELSS Tax Saver Fund Growth
|
4,659 | 22.30% | 17.39% | |
Motilal Oswal Nifty Midcap 150 Index Fund Growth
|
3,408 | 19.59% | 16.40% | |
Motilal Oswal Nifty Smallcap 250 Index Fund Growth
|
1,117 | 18.00% | 14.59% | |
Motilal Oswal Nifty Next 50 Index Fund Growth
|
451 | 17.43% | 12.01% | |
Motilal Oswal Flexi Cap Fund Growth
|
12,770 | 17.16% | 11.06% |
Key Information about Motilal Oswal Mutual Fund
- Name of the Mutual Fund
- Motilal Oswal Mutual Fund
- Date of Incorporation
- 14 November 2008
- Setup Date
- 29 December 2009
- Sponsor Name
- Motilal Oswal Financial Services Ltd
- Trustee Name
- Motilal Oswal Trustee Company Limited
- Managing Director / Chief Executive Officer
- Mr. Prateek Agrawal
- Compliance Officer
- Ms. Aparna Karmase
- Chief Investment Officer
- NA
- Investment Service Officer
- NA
- Auditor
- M/s SR Batliboi Co. LLP
- Custodian
- Deutsche Bank AG
- Registrars
- Kfin Technologies Limited
- Address (Head Office)
- Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi,Mumbai
- Telephone No
- 022-39804263
- Fax No
- 022-30896884
Motilal Oswal Mutual Fund Managers
How to Invest in Motilal Oswal Mutual Fund?
5paisa gives you a convenient way to invest in Motilal Oswal Mutual Fund schemes alongside other AMCs in a single account. You can screen funds by category, market cap focus and style before deciding.
Steps to invest
1. Log in to your 5paisa account, or complete a quick sign-up if you are a new investor.
2. Complete your KYC process by sharing PAN, identity proof and address proof.
3. Decide your investment objective—long-term equity growth, tax-efficient investing, or diversified allocation—and shortlist Motilal Oswal Mutual Fund schemes.
4 .Use filters for category (large cap, flexi-cap, mid/small cap, index, hybrid) to match your risk profile.
5. Open the chosen scheme page, go through scheme details and verify that it aligns with your horizon.
6. Choose SIP or lump sum mode, enter the desired amount and review the order.
7. Confirm the transaction and bank mandate to complete the investment.
Your units in Motilal Oswal Mutual Fund will appear in the mutual funds section of your 5paisa portfolio.
How to Invest in Motilal Oswal Mutual Fund ?
5paisa gives you a convenient way to invest in Motilal Oswal Mutual Fund schemes alongside other AMCs in a single account. You can screen funds by category, market cap focus and style before deciding.
Steps to invest
1. Log in to your 5paisa account, or complete a quick sign-up if you are a new investor.
2. Complete your KYC process by sharing PAN, identity proof and address proof.
3. Decide your investment objective—long-term equity growth, tax-efficient investing, or diversified allocation—and shortlist Motilal Oswal Mutual Fund schemes.
4 .Use filters for category (large cap, flexi-cap, mid/small cap, index, hybrid) to match your risk profile.
5. Open the chosen scheme page, go through scheme details and verify that it aligns with your horizon.
6. Choose SIP or lump sum mode, enter the desired amount and review the order.
7. Confirm the transaction and bank mandate to complete the investment.
Your units in Motilal Oswal Mutual Fund will appear in the mutual funds section of your 5paisa portfolio.
Top 10 Motilal Oswal Mutual Fund to Invest
- Motilal Oswal Nasdaq 100 FOF - Regular Growth is an FoFs Overseas scheme that was launched on 09-11-2018 and is currently under the management of our experienced fund manager Swapnil Mayekar. With an impressive
AUM of ₹7,691 Crores, this scheme's latest NAV is ₹65.197 as of 6/12/2026 12:00:00 AM.
Motilal Oswal Nasdaq 100 FOF - Regular Growth scheme has delivered a return performance of 74.66% in the last 1 year, 38.49% in the last 3 years, and an 27.46 since its launch. With a minimum SIP investment of just ₹, this scheme offers a great investment opportunity for those looking to invest in FoFs Overseas.
- Min SIP Investment Amt
- ₹
- AUM (Cr.)
- ₹ 7,691
- 3Y Return
- 38.49%
- Motilal Oswal Gold and Silver Passive Fund of Funds-Reg Growth is an FoFs Domestic scheme that was launched on 26-09-2022 and is currently under the management of our experienced fund manager Swapnil Mayekar. With an impressive
AUM of ₹2,652 Crores, this scheme's latest NAV is ₹30.5478 as of 6/12/2026 12:00:00 AM.
Motilal Oswal Gold and Silver Passive Fund of Funds-Reg Growth scheme has delivered a return performance of 68.55% in the last 1 year, 36.81% in the last 3 years, and an 35.61 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in FoFs Domestic.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 2,652
- 3Y Return
- 36.81%
- Motilal Oswal BSE Enhanced Value Index Fund Growth is an Index scheme that was launched on 29-07-2022 and is currently under the management of our experienced fund manager Swapnil Mayekar. With an impressive
AUM of ₹2,102 Crores, this scheme's latest NAV is ₹27.4515 as of 6/12/2026 12:00:00 AM.
Motilal Oswal BSE Enhanced Value Index Fund Growth scheme has delivered a return performance of 11.59% in the last 1 year, 28.96% in the last 3 years, and an 30.37 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Index Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 2,102
- 3Y Return
- 28.96%
- Motilal Oswal S&P 500 Index Fund Growth is an Index scheme that was launched on 15-04-2020 and is currently under the management of our experienced fund manager Swapnil Mayekar. With an impressive
AUM of ₹4,365 Crores, this scheme's latest NAV is ₹31.4725 as of 6/12/2026 12:00:00 AM.
Motilal Oswal S&P 500 Index Fund Growth scheme has delivered a return performance of 36.32% in the last 1 year, 25.49% in the last 3 years, and an 20.58 since its launch. With a minimum SIP investment of just ₹, this scheme offers a great investment opportunity for those looking to invest in Index Fund.
- Min SIP Investment Amt
- ₹
- AUM (Cr.)
- ₹ 4,365
- 3Y Return
- 25.49%
- Motilal Oswal Large and Midcap Fund Growth is an Large & Mid Cap scheme that was launched on 27-09-2019 and is currently under the management of our experienced fund manager Ajay Khandelwal. With an impressive
AUM of ₹16,777 Crores, this scheme's latest NAV is ₹34.8731 as of 6/12/2026 12:00:00 AM.
Motilal Oswal Large and Midcap Fund Growth scheme has delivered a return performance of 5.18% in the last 1 year, 23.39% in the last 3 years, and an 20.64 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Large & Mid Cap Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 16,777
- 3Y Return
- 23.39%
- Motilal Oswal ELSS Tax Saver Fund Growth is an ELSS scheme that was launched on 26-12-2014 and is currently under the management of our experienced fund manager Ajay Khandelwal. With an impressive
AUM of ₹4,659 Crores, this scheme's latest NAV is ₹53.8791 as of 6/12/2026 12:00:00 AM.
Motilal Oswal ELSS Tax Saver Fund Growth scheme has delivered a return performance of 4.73% in the last 1 year, 22.30% in the last 3 years, and an 15.92 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in ELSS.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 4,659
- 3Y Return
- 22.30%
- Motilal Oswal Nifty Midcap 150 Index Fund Growth is an Index scheme that was launched on 19-08-2019 and is currently under the management of our experienced fund manager Swapnil Mayekar. With an impressive
AUM of ₹3,408 Crores, this scheme's latest NAV is ₹38.391 as of 6/12/2026 12:00:00 AM.
Motilal Oswal Nifty Midcap 150 Index Fund Growth scheme has delivered a return performance of 3.16% in the last 1 year, 19.59% in the last 3 years, and an 21.98 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Index Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 3,408
- 3Y Return
- 19.59%
- Motilal Oswal Nifty Smallcap 250 Index Fund Growth is an Index scheme that was launched on 19-08-2019 and is currently under the management of our experienced fund manager Swapnil Mayekar. With an impressive
AUM of ₹1,117 Crores, this scheme's latest NAV is ₹36.464 as of 6/12/2026 12:00:00 AM.
Motilal Oswal Nifty Smallcap 250 Index Fund Growth scheme has delivered a return performance of -1.66% in the last 1 year, 18.00% in the last 3 years, and an 21.06 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Index Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 1,117
- 3Y Return
- 18.00%
- Motilal Oswal Nifty Next 50 Index Fund Growth is an Index scheme that was launched on 03-12-2019 and is currently under the management of our experienced fund manager Swapnil Mayekar. With an impressive
AUM of ₹451 Crores, this scheme's latest NAV is ₹24.0309 as of 6/12/2026 12:00:00 AM.
Motilal Oswal Nifty Next 50 Index Fund Growth scheme has delivered a return performance of 3.66% in the last 1 year, 17.43% in the last 3 years, and an 14.50 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Index Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 451
- 3Y Return
- 17.43%
- Motilal Oswal Flexi Cap Fund Growth is an Flexi Cap scheme that was launched on 07-04-2014 and is currently under the management of our experienced fund manager Ajay Khandelwal. With an impressive
AUM of ₹12,770 Crores, this scheme's latest NAV is ₹56.0821 as of 6/12/2026 12:00:00 AM.
Motilal Oswal Flexi Cap Fund Growth scheme has delivered a return performance of -6.66% in the last 1 year, 17.16% in the last 3 years, and an 15.27 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Flexi Cap Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 12,770
- 3Y Return
- 17.16%
Current NFO
-
-
05 Jun 2026
Launch Date
19 Jun 2026
Closed Date
Upcoming NFO
-
-
03 Jul 2026
Launch Date
17 Jul 2026
Closed Date
Closed NFO
-
-
08 May 2026
Launch Date
22 May 2026
Closed Date
Other Calculators
Frequently Asked Questions
Evaluate your time horizon and risk appetite, then compare different Motilal Oswal Mutual Fund returns, portfolio styles and categories before choosing.
Search for the scheme on 5paisa, select the SIP option, set SIP amount, frequency and start date, and approve the mandate.
Yes, you can place switch orders within Motilal Oswal Mutual Fund, subject to exit load and scheme-specific conditions.
Schemes offered by Motilal Oswal Mutual Funds have their own respective expense ratios that are available for you to check on the individual mutual fund of your choice in the table above.
Tax-saving (ELSS) schemes have a 3-year statutory lock-in. Other categories may have exit loads for early redemptions but no statutory lock-in.
All holdings and their latest valuations appear in your 5paisa mutual funds portfolio with easy access to transaction history.
It is fairly simple to increase your SIP amount in Motilal Oswal Mutual Fund with 5paisa app. All you need to do is open up your running SIP on the 5paisa trading app and adjust the SIP amount or add another SIP in another scheme that is aligned with your plan.