Motilal Oswal Mutual Fund

Motilal Oswal Asset Management Company Ltd. was incorporated in November 1999. It is a subsidiary of Motilal Oswal Financial Services Limited. The Company’s sole activity is asset management. It offers a comprehensive range of investment solutions in equity, equity-related, and debt segments and gold, real estate, commodities, and foreign exchange segments. The Company has multiple investment strategies and offers investment products to meet investors’ needs.

Motilal Oswal Asset Management Company Limited operates as an Asset Management Company in the mutual fund sector. Motilal Oswal Asset Management Company Limited is an umbrella brand that manages the mutual fund portfolios of several companies. And this includes Motilal Oswal Investment Advisors Limited, Motilal Oswal Mutual Fund Limited, Motilal Oswal Focused 25 Fund Limited, Motilal Oswal Focused Bluechip Fund Limited, and Motilal Oswal Midcap 30 Fund Limited. 

Another portfolio that Motilal Oswal Asset Management Company Limited manages is the UTI Master Equity Scheme – Series 3 Fund. It is a company incorporated in 1995. The Company is based out of Mumbai, Maharashtra, India. The founder was Motilal Oswal, and it is a subsidiary of Motilal Oswal Financial Services Limited.

Motilal Oswal Asset Management Company Limited, popularly known as MOAMC (Motilal Oswal Asset Management Company Ltd.), is a Motilal Oswal Financial Services Limited subsidiary, a SEBI-registered Investment Adviser established in 1996. MOAMC is a mutual fund company. 

Top 10 Motilal Oswal Mutual Fund Schemes –

Fund Name
Category
Risk
1Y Returns
Rating
Fund Size (in Cr)
Motilal Oswal Midcap 30 Fund-Dir Growth Equity Very High 20.47 3 2,624
Motilal Oswal Nasdaq 100 FOF – Direct Growth Other Very High -15.68 - 3,601
Motilal Oswal Long Term Equity Fund-Dir Growth Equity Very High -5.22 3 2,092
Motilal Oswal Equity Hybrid Fund – Direct Growth Hybrid Very High -1.32 3 388
Motilal Oswal Focused 25 Fund – Direct Growth Equity Very High -6.33 2 1,784
Motilal Oswal Dynamic Fund-Dir Growth Hybrid Moderately High -5.20 2 864
Motilal Oswal Flexi Cap Fund-DirGrowth Equity Very High -9.96 1 9,046
Motilal Oswal Ultra Short Term Fund – Dir Growth Debt Low 3.21 2 75
Motilal Oswal Liquid Fund – Direct Growth Debt Moderately Low 3.42 1 559
Motilal Oswal MSCI EAFE Top 100 Select Index Fund – Direct Growth Other Very High - - 41
Motilal Oswal S&P 500 Index Fund – Direct Growth Other Very High -5.13 - 2,567
Motilal Oswal Nifty 500 Fund – Direct Growth Other Very High 0.10 - 297
Motilal Oswal Nifty Bank Index Fund – Direct Growth Other Very High -3.56 - 227
Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth Other Very High -0.68 - 539
Motilal Oswal Nifty Smallcap 250 Index Fund-DirGrowth Other Very High -4.21 - 257
Motilal Oswal Multi Asset Fund – Direct Growth Hybrid Moderately High -0.14 - 178
Motilal Oswal Large and Midcap Fund – Dir Growth Equity Very High -2.56 - 1,165
Motilal Oswal Nifty 200 Momentum 30 Index Fund – Direct Growth Other Very High - - 139
Motilal Oswal Nifty 50 Index Fund – Direct Growth Other Moderately High 1.33 - 174
Motilal Oswal Nifty Next 50 Index Fund – Dir Growth Other Very High -4.53 - 113
Motilal Oswal 5 Year G-Sec Fund of Fund – Dir Growth Other Moderate - - 11
Motilal Oswal S&P BSE Low Volatility Index Fund-Dir Growth Other Very High - - 7.16
Motilal Oswal AAP Fund of Fund-Aggressive-Dir Growth Other Very High -0.04 - 53
Motilal Oswal AAP Fund of Fund-Conservative-DirGrowth Other High 0.75 - 62

Their goal is to accumulate and manage funds for the benefit of their customers, who are themselves or intermediaries investing on their behalf. They do not directly solicit or receive subscriptions from the public. They are registered with SEBI as an AMC, having obtained the certificate of registration from SEBI in February.

Key Information

Mutual Fund- Motilal Oswal Mutual Fund

Setup Date- Dec-29-2009

Incorporation Date- Nov-14-2008

Sponsor- Motilal Oswal Securities Limited

Trustee- Motilal Oswal Trustee Company Limited

Chairman- N.A

CEO/MD- Mr Aashish Somaiyaa

CIO- NA

Compliance Officer- Ms Aparna Karmase

Investor Service Officer- NA

Assets Managed- Rs 25763.49 crores (Mar-31-2021)

Auditors- M/s NM Raiji & Co for Mutual Fund, M/s Premal H Gandhi & Co – For AMC

Address- Motilal Oswal Tower, 10th Floor, Opp. Parel ST Depot, Prabhadevi, Mumbai – 400025

How to Invest in MOTILAL OSWAL Mutual Funds on 5paisa?

You can invest in any MOTILAL OSWAL Mutual fund schemes via 5paisa App & Website.

You need to have an All-in-one account with 5paisa to start your mutual fund investments. If you do not have one, open an account today! Opening All-in-one account with 5paisa is simple and hassle-free

Below are the steps to invest in MOTILAL OSWAL Mutual Fundon 5paisa –

Step 1 – Login to 5paisa. If you do not have an account, you can register and create a new one right away.

Step 2 – Once logged in to your account, you can search for the preferred MOTILAL OSWAL Mutual fund scheme. Alternatively, you can view All Mutual Funds and choose MOTILAL OSWAL AMC from the filter.

Step 3 – Select the Best fund according to your criteria.

Step 4 – If you wish to invest a lumpsum amount, click on “One-Time”. Alternatively, you can start an SIP by clicking on “Start SIP”.

Step 5 – Once you have made the payment, you will see the investment status in your orderbook.

Your MOTILAL OSWAL Mutual Fund Online Investment with 5paisa is complete and you can enjoy the returns!

Download 5paisa App and start investing in Mutual Funds easily.

Motilal Oswal Mutual Fund – Top Fund Managers

Mr Aditya Khemani

Aditya Khemani is a fund manager for the Motilal Oswal mutual fund. Unlike many other fund managers, Aditya has a high degree of success in his investment decisions. His ability to make smart decisions will help the Motilal Oswal mutual fund continue to provide a good return.
He has been a key player in setting new benchmarks for returns. He is also one of the most followed investors in the country. He built his competence at the Company, starting his career as an associate in the equity research department of Motilal Oswal Securities and then moving to portfolios management after a year. He later became the lead manager for Motilal Oswal AMC’s largest schemes.

Mr Siddharth Bothra

Mr Siddharth Bothra is the top fund manager at Motilal Oswal Mutual Fund. One of the reasons he is such a good fund manager is how well he researches each Company he invests in. He often looks at each Company’s assets, liabilities, and assets.
This is an important part of the due diligence process for all types of investments, whether you are an experienced investor or a newbie. He’s known for being thorough and making sure he knows as much as possible about each Company he is looking at. This is one of the reasons he can make such sound investments and why he is so good at his job.

Mr Herin Visaria

The stock market crash of 2008 saw many hedge funds and mutual fund managers go bust when the market plunged by 145 points. However, Mr Herin Visaria walked away as the best fund manager, with a record-high gross return at 23.2 per cent, as per the data published by Motilal Oswal Mutual Fund- the Company that conducted the survey.

He has been the chief portfolio manager since the year 2008. His record is high and better than Mr Niket Shah’s- the fourth on the list. He has also consistently been in the top three for five years now. One of the reasons for his high returns is his ability to pick stocks with high returns. He looks for long-term stock appreciation and holds stocks for long. He is also very proficient in short-term trading.

Mr Niket Shah

Niket Shah of Motilal Oswal has been the top fund manager in the Motilal Oswal Mutual Fund for the past year. He has been able to deliver good returns for the investors and is one of the most prolific fund managers in the industry. He has been able to provide good market timing and has been able to navigate through a volatile market safely.

He has been able to identify and profit from growth opportunities in the market in companies that are undervalued. He has been able to analyze the market in a unique way by taking into account the companies’ financial health and not just focusing on a firm’s profit and its share price.

Frequently Asked Questions About Motilal Oswal Mutual Fund

1. How to Redeem a Motilal Oswal Mutual Fund?

– Are you searching for a reliable mutual fund? Motilal Oswal is a great option. With over 40 years of experience, Motilal Oswal has managed to earn a spot among the best in India. The company was started by Motilal Oswal, who believes that investing in the future is a way to reach financial freedom. The company’s belief aligns with the Motilal Oswal vision of creating a prosperous India by 2025.

2. Is Motilal Oswal Fund a Good Investment?

– Motilal Oswal is a good investment because it comprises of various ratios. It has a high dividend yield of 6.23% and an ROI of 10.09%. It also has a strong net profit margin of 23.01%. These are all the great factors to look for in an attractive share. It is also a company that pays dividends regularly. Its dividend pay date is every 15th of the month and has a consistent record of being timely with payments.