Motilal Oswal Mutual Fund
- AMC AGE 17 years
- AMC AUM (In Cr) ₹ 1,40,017.74
- 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 - Direct Growth
|
8,267 | 37.27% | 23.91% | |
Motilal Oswal Gold and Silver Passive Fund of Funds-Dir Growth
|
2,583 | 35.28% | - | |
Motilal Oswal BSE Enhanced Value Index Fund-Dir Growth
|
2,223 | 25.78% | - | |
Motilal Oswal S&P 500 Index Fund - Direct Growth
|
4,487 | 25.07% | 18.25% | |
Motilal Oswal Large and Midcap Fund - Dir Growth
|
18,413 | 23.24% | 20.09% | |
Motilal Oswal ELSS Tax Saver Fund-Dir Growth
|
4,862 | 22.21% | 18.17% | |
Motilal Oswal Nifty Microcap 250 Index Fund-Dir Growth
|
2,453 | 20.43% | - | |
Motilal Oswal Midcap Fund-Dir Growth
|
37,474 | 20.18% | 22.91% | |
Motilal Oswal Flexi Cap Fund-DirGrowth
|
13,294 | 19.19% | 13.21% | |
Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth
|
3,730 | 18.94% | 17.66% |
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
Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund's management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Around 14 years of Experience including 9 years in Mutual Fund industry BOI AXA Investment Managers Private Limited ( April 2010 To Present) B&K Securities ( January 2008 To April 2010) Infosys (June 2005 To December 2007)
Niket Shah has 9 years of overall experience. Motilal Oswal Asset Management Company Ltd. - Vice President - Associate Fund Manager Motilal Oswal Securities Ltd - Head of Midcaps Research Edelweiss Securities Ltd. - Research Analyst - Midcaps Religare Capital Markets Ltd. - Associate Research Analyst - Midcaps
Past Experience 1. Mr. Sunil has been associated with the Company since 2018 for Alternates Business as Dealer. 2. Prior to joining to Motilal Oswal Asset Management Company he has worked with Sharekhan, Aditya Birla and Angel Broking as Equity Dealer and Advisor. He has been associated in capital market industry since 2009
Atul has over 15 years of overall experience. Motilal Oswal Asset Management Company Ltd - Senior Vice President - Fund Manager - PMS and AIFs. (2013 - 2023) Edelweiss Capital Ltd - Research Analyst (2008-13)
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment - Equities, Derivatives, Commodities and Currencies. Managed Institutional and Foreign Portfolio Investment clients.
Mr. Bhalchandra Shinde boasts over 13 years of extensive experience in Equity Research. Mr. Shinde's professional journey has been marked by his expertise and significant contributions to the field. Prior to his current role at MOAMC, he dedicated three years to Kotak Mahindra Life Insurance as an Investment Analyst, overseeing research across sectors such as Auto, Oil and Gas, and Real Estate. He has also been associated with Max Life Insurance and Centrum Broking.
Total experience 11 years, He is based at Chennai and will be responsible for investments and fund management. Prior assignments: i) Franklin Templeton Asset Management (India) Pvt.ltd. (September 2014 till date) Senior Research Analyst - responsible for research of publicity traded companies in India. ii) ICICI Securities (February 2010 - August 2014) Equity Research Analyst - responsible for equity research sector coverage. iii) Credit Analysis and Research Limited (April 2009 - February 2010) Ratings Analyst - IPO & Credit - responsible for ratings of IPO and Credit instruments.
Previous Work Experience: · Motilal Oswal Financial Services Ltd · Sharekhan Ltd
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 - Direct 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 ₹8,267 Crores, this scheme's latest NAV is ₹68.2559 as of 7/22/2026 12:00:00 AM.
Motilal Oswal Nasdaq 100 FOF - Direct Growth scheme has delivered a return performance of 62.72% in the last 1 year, 37.27% in the last 3 years, and an 27.79 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.)
- ₹ 8,267
- 3Y Return
- 37.27%
- Motilal Oswal Gold and Silver Passive Fund of Funds-Dir 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 ₹2,583 Crores, this scheme's latest NAV is ₹29.576 as of 7/22/2026 12:00:00 AM.
Motilal Oswal Gold and Silver Passive Fund of Funds-Dir Growth scheme has delivered a return performance of 56.06% in the last 1 year, 35.28% in the last 3 years, and an 33.27 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in FoFs Domestic.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 2,583
- 3Y Return
- 35.28%
- Motilal Oswal BSE Enhanced Value Index Fund-Dir 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 ₹2,223 Crores, this scheme's latest NAV is ₹27.6248 as of 7/22/2026 12:00:00 AM.
Motilal Oswal BSE Enhanced Value Index Fund-Dir Growth scheme has delivered a return performance of 8.70% in the last 1 year, 25.78% in the last 3 years, and an 29.61 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Index Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 2,223
- 3Y Return
- 25.78%
- Motilal Oswal S&P 500 Index Fund - Direct 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 ₹4,487 Crores, this scheme's latest NAV is ₹33.4093 as of 7/22/2026 12:00:00 AM.
Motilal Oswal S&P 500 Index Fund - Direct Growth scheme has delivered a return performance of 33.16% in the last 1 year, 25.07% in the last 3 years, and an 21.31 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.)
- ₹ 4,487
- 3Y Return
- 25.07%
- Motilal Oswal Large and Midcap Fund - Dir 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 ₹18,413 Crores, this scheme's latest NAV is ₹39.3381 as of 7/22/2026 12:00:00 AM.
Motilal Oswal Large and Midcap Fund - Dir Growth scheme has delivered a return performance of 5.22% in the last 1 year, 23.24% in the last 3 years, and an 22.43 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.)
- ₹ 18,413
- 3Y Return
- 23.24%
- Motilal Oswal ELSS Tax Saver Fund-Dir 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 ₹4,862 Crores, this scheme's latest NAV is ₹63.657 as of 7/22/2026 12:00:00 AM.
Motilal Oswal ELSS Tax Saver Fund-Dir Growth scheme has delivered a return performance of 4.07% in the last 1 year, 22.21% in the last 3 years, and an 17.45 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.)
- ₹ 4,862
- 3Y Return
- 22.21%
- Motilal Oswal Nifty Microcap 250 Index Fund-Dir Growth is an Index scheme that was launched on 15-06-2023 and is currently under the management of our experienced fund manager Swapnil Mayekar. With an impressive
AUM of ₹2,453 Crores, this scheme's latest NAV is ₹18.2549 as of 7/22/2026 12:00:00 AM.
Motilal Oswal Nifty Microcap 250 Index Fund-Dir Growth scheme has delivered a return performance of 1.12% in the last 1 year, 20.43% in the last 3 years, and an 21.82 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.)
- ₹ 2,453
- 3Y Return
- 20.43%
- Motilal Oswal Midcap Fund-Dir Growth is an Mid Cap scheme that was launched on 03-02-2014 and is currently under the management of our experienced fund manager Ajay Khandelwal. With an impressive
AUM of ₹37,474 Crores, this scheme's latest NAV is ₹113.6593 as of 7/22/2026 12:00:00 AM.
Motilal Oswal Midcap Fund-Dir Growth scheme has delivered a return performance of -4.21% in the last 1 year, 20.18% in the last 3 years, and an 21.63 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Mid Cap Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 37,474
- 3Y Return
- 20.18%
- Motilal Oswal Flexi Cap Fund-DirGrowth 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 ₹13,294 Crores, this scheme's latest NAV is ₹67.44 as of 7/22/2026 12:00:00 AM.
Motilal Oswal Flexi Cap Fund-DirGrowth scheme has delivered a return performance of -3.11% in the last 1 year, 19.19% in the last 3 years, and an 16.87 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.)
- ₹ 13,294
- 3Y Return
- 19.19%
- Motilal Oswal Nifty Midcap 150 Index Fund-Dir 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 ₹3,730 Crores, this scheme's latest NAV is ₹41.5776 as of 7/22/2026 12:00:00 AM.
Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth scheme has delivered a return performance of 5.23% in the last 1 year, 18.94% in the last 3 years, and an 23.01 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.)
- ₹ 3,730
- 3Y Return
- 18.94%
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.