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
Rating
Fund Size (in Cr)
1Y Returns
3Y Returns
5Y Returns
Motilal Oswal Midcap Fund Equity 4 3,158 24.4 27.6 16.9
Motilal Oswal Nifty Midcap 150 Index Fund Other - 624 3.2 26.1 -
Motilal Oswal Nifty Smallcap 250 Index Fund Other - 343 -1.6 25.4 -
Motilal Oswal Nasdaq 100 FOF – Direct Growth Other - 3,439 -17.6 18.1 -
Motilal Oswal Nifty 500 Index Fund Other - 348 -0.6 17.2 -
Motilal Oswal Long Term Equity Fund Equity 3 2,231 -2.4 15.1 10.6
Motilal Oswal Focused 25 Fund Equity 3 1,807 -2.7 13.8 11.2
Motilal Oswal Equity Hybrid Fund Hybrid 3 416 -0.3 12.7 -
Motilal Oswal Flexi Cap Fund Equity 1 9,490 -4.4 9.7 6.8
Motilal Oswal Nifty Bank Index Fund Other - 307 3.6 9.7 -
Motilal Oswal Dynamic Fund Hybrid 2 832 0.8 7.9 7.1
Motilal Oswal Ultra Short Term Fund Debt 1 71 3.4 3.8 1.8
Motilal Oswal Liquid Fund Debt 1 534 3.8 3.6 -
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Other - 35 - - -
Motilal Oswal S&P 500 Index Fund Other - 2,464 -8 - -
Motilal Oswal Multi Asset Fund Hybrid - 160 0 - -
Motilal Oswal Large and Midcap Fund Equity - 1,328 -0.4 - -
Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Other - 3.54 - - -
Motilal Oswal Nifty 200 Momentum 30 Index Fund Other - 164 - - -
Motilal Oswal Nifty 50 Index Fund Other - 206 -1.8 - -
Motilal Oswal Nifty Next 50 Index Fund Other - 135 0.8 - -
Motilal Oswal 5 Year G-Sec Fund Other - 7.62 - - -
Motilal Oswal S&P BSE Low Volatility Index Fund Other - 10 - - -
Motilal Oswal S&P BSE Enhanced Value Index Fund Other - - - - -
Motilal Oswal S&P BSE Quality Index Fund Other - - - - -
Motilal Oswal AAP Fund Other - 54 -0.8 - -
Motilal Oswal AAP Fund Other - 52 0.2 - -

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

 

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.

Mukherjee, Abhiroop

Mr Abhiroop Mukherjee is a B.Com graduate from Calcutta University and a PGPBF (Finance) graduate from the National Institute of Bank Management. He had worked for PNB Gilts Ltd. in Mumbai before joining Motilal Oswal AMC. 

Mayekar, Swapnil P

Mr. Mayekar earned an M.Com from Mumbai University and an Advanced Diploma in Business Administration from Welingkar in Mumbai. From August 2005 until February 2010, he worked for Business Standard Limited before joining Motilal Oswal AMC. He manages IDFC with an AUM of INR 5038 crores.

Manish Sonthalia

Manish Sonthalia, the Fund Manager of Motilal Oswal PMS, has 22 years of expertise in fund management. PMS’s Associate Director and Head of Equity is Mr. Manish Sonthalia. He previously held the position of Vice President of Equity Research at Motilal Oswal Securities Ltd.

How can you invest in Motilal Oswal?

If you want to invest in Motilal Oswal, the process is straightforward on the 5Paisa platform. 5Paisa is one of the country’s largest investing platforms, and you can easily add mutual funds to your portfolio. The steps to invest in Motilal Oswal Mutual Fund online is as follows:

Step 1: Log in to your 5Paisa Account. If you do not have one, click the link to register and create a new 5Paisa account in 3 easy steps. Alternatively, you can download the 5Paisa app on your smartphone for Android or IOS and log in from your device. 

Step 2: Search for the Motilal Oswal Mutual Fund scheme that you want to invest in

Step 3: Select the option that is apt for your requirement and risk appetite

Step 4: Select the investment type – SIP (Systematic Investment Plan) or Lumpsum 

Step 5: Input the amount that you’d like to invest and proceed with payment by clicking on the ‘Invest Now’ button

That’s it! This sums up the investment process. Once your payment is successful, you can see the Motilal Oswal Mutual Fund reflected in your 5Paisa account in 3-4 working days. If you have selected the SIP option, the chosen amount will get deducted every month starting from the date you have made the payment. 

Motilal Oswal Funds Performance and Minimum Investment

Here is a quick look at some of the mutual fund investment options that have provided high returns to investors:

Motilal Oswal Large and Midcap fund

Investment Purpose

The investment goal is to produce medium to long-term capital appreciation by predominantly investing in large and midcap equities. However, there can be no assurance or guarantee that the Scheme’s investment objective will be met.

Returns

Its trailing returns over various periods are 1.31% (1 year) and 17.07% (2 years) (since launch). Category returns for the same period are 4.62% (1 year), 17.65% (3 years), and 10.54% (5yr).

Minimum Investment

 The least necessary investment is Rs 500, and the additional investment is Rs 500. The simplest SIP investment is Rs 500.

  • NAV of 15.4591as on 22 July
  • Till date CAGR: 17.1 %
  • Expense Ratio:2.46
  • AUM in Crores: 1117.927
  • Inception Date: 17 October 2019
  • Fund Manager: Aditya Khemani, Abhiroop Mukherjee
  • SIP (Minimum Amount): INR 1000/- 
  • SIP Frequency: Monthly
  • Minimum Lumpsum: 5000

The one-year annualized returns of the fund are 1.3%, whereas the 3-year and 5-year annualized returns are not applicable, respectively, in this case.

Motilal Oswal Nifty 50 Index fund

Investment Purpose

The Scheme aims for an investment return that is proportional to the performance of the Nifty 50 Index, subject to tracking error. However, there can be no assurance or guarantee that the Scheme’s investment objective will be met.

Returns

 Its trailing returns over various periods are: 6.32 % (1 year) and 13.53 % (2 years) (since launch). Category returns for the same period are 5.42 % (1 year), 14.65 % (3 years), and 11.11 % (5yr).

Minimum Investment

The least necessary investment is Rs 500, and the additional investment is Rs 500. The smallest SIP investment is Rs 500.

  • NAV of 13.7797as on 21 July
  • Till date CAGR: 13 %
  • Expense Ratio:0.5
  • AUM in Crores: 176.049
  • Inception Date: 23 December 2019
  • Fund Manager :Swapnil Mayekar
  • SIP (Minimum Amount): INR 1000/- 
  • SIP Frequency: Monthly
  • Minimum Lumpsum: 5000

The one-year annualized returns of the fund are 6.3% whereas the 3-year and 5-year annualized returns are not applicable, respectively in this case. 

Motilal Oswal Liquid Fund MOFLF Unclaimed dividend up to 3 years

Investment Purpose

The Scheme’s investment goal is to provide investors with optimal returns while maintaining high liquidity through a portfolio of money market securities. However, there can be no assurance or guarantee that the scheme’s investment objective will be met.

Returns

Its trailing returns across various periods are as follows: Category returns for the same period are: 3.57 % (1 year), 3.9 % (3 years), and 5.18 % (5yr).

Minimum Investment

The least necessary investment is Rs 500, and the additional investment is Rs 500. The smallest SIP investment is Rs 0.

  • NAV of 11.2006 as on 21 July
  • Till date CAGR: 3.7 %
  • Expense Ratio:0.36
  • AUM in Crores: 554.797
  • Inception Date: 17 June 2019
  • Fund Manager: Abhiroop Mukherjee
  • SIP (Minimum Amount): INR 0 
  • Minimum Lumpsum: 1000

The one-year annualized returns of the fund are 3.5%, whereas the 3-year return is 3.7% The 5-year annualized return is not applicable respectively in this case. 

Motilal Oswal Nifty Next 50 Index Fund

Investment Purpose

The Scheme aspires to achieve an investment return equal to the performance of the Nifty Next 50 Index, subject to tracking error. However, there can be no assurance or guarantee that the Scheme’s investment objective will be met.

Returns 

 Its trailing returns over various periods are: 2.05 % (1 year) and 13.68 % (2 years) (since launch). Category returns for the same period are: 5.42 % (1 year), 14.65 % (3 years), and 11.11 % (5yr).

Minimum Investment

The least necessary investment is Rs 500, and the additional investment is Rs 500. The smallest SIP investment is Rs 500.

  • NAV of 13.9237 as on 22 July
  • Till date CAGR: 13.7 %
  • Expense Ratio:1.07
  • AUM in Crores: 2383.754
  • Inception Date: 23 December 2019
  • Fund Manager Swapnil Mayekar
  • SIP (Minimum Amount ):1000
  •  Lumpsum Minimum: 5000

The one-year annualized returns of the fund are 2%, whereas the 3-year and 5-year annualized returns are not applicable, respectively in this case.

Motilal Oswal S&P 500 Index fund

Investment Goal

The Scheme aims for an investment return that corresponds to the performance of the S&P 500 Index, subject to tracking errors. However, there can be no assurance or guarantee that the Scheme’s investment goal will be met.

Returns

Its trailing returns over various periods are as follows: -1.23 % (1 year) and 18.18 % (2 years) (since launch). Category returns for the same time period are -14.0 % (1 year), 6.63 % (3 years), and 6.91 % (5yr).

Minimum Investment

The least necessary investment is Rs 500, and the additional investment is Rs 500. The smallest SIP investment is Rs 500.

  • NAV of 14.3149 as on 22 July
  • Till date CAGR: 17.4 %
  • Expense Ratio:1.07
  • AUM in Crores: 2383.754
  • Inception Date: 28 April 2020
  • Fund Manager: Ankush Sood, Abhiroop Mukherjee
  • SIP (Minimum Amount ):0
  •  Lumpsum Minimum: 5000

The one-year annualized returns of the fund are -1.8% whereas the 3-year and 5-year annualized returns are not applicable respectively in this case.

Motilal Oswal Nifty 500 fund 

Investment Purpose

The Scheme aspires to achieve an investment return that is equal to the performance of the Nifty 500 Index, subject to tracking errors. However, there can be no assurance or guarantee that the Scheme’s investment objective will be met.

Returns

Its trailing returns over various periods are 5.01 % (1 year) and 17.76 % (2 years) (since launch). Category returns for the same period are 3.7 % (1 year), 15.38 % (3 years), and 10.4 % (5yr).

Minimum Investment

The least necessary investment is Rs 500, and the additional investment is Rs 500. The smallest SIP investment is Rs 500.

  • NAV of 16.0027 as on 22 July
  • Till date CAGR: 17.8 %
  • Expense Ratio:1.04
  • AUM in Crores: 294.662
  • Inception Date: 6 September 2019
  • Fund Manager : Swapnil Mayekar
  • SIP (Minimum Amount ):1000
  •  Lumpsum Minimum: 5000

The one-year annualized returns of the fund are 5%, whereas the 3-year and 5-year annualized returns are not applicable, respectively, in this case.

Motilal Oswal Nifty Midcap 150 Index fund

Investment Purpose

The Scheme aspires to achieve an investment return that is equal to the performance of the Nifty 500 Index, subject to tracking errors. However, there can be no assurance or guarantee that the Scheme’s investment objective will be met.

Returns

 Its trailing returns over various periods are 6.51 % (1 year) and 26.43 % (2 years) (since launch). Category returns for the same period are 5.25 % (1 year), 22.71 % (3 years), and 11.69 % (5yr).

Minimum Investment

The least necessary investment is Rs 500, and the additional investment is Rs 500. The smallest SIP investment is Rs 500.

  • NAV of 19.2339 as on 22 July
  • Till date CAGR: 25.5 %
  • Expense Ratio:1.01
  • AUM in Crores: 536.591
  • Inception Date: 6 September 2019
  • Fund Manager : Swapnil Mayekar
  • SIP (Minimum Amount ):1000
  •  Lumpsum Minimum: 5000

The one-year annualized returns of the fund are 5.7%, whereas the 3-year and 5-year annualized returns are not applicable, respectively in this case.

Motilal Oswal Nifty Smallcap 250 Index fund

Investment Purpose

The Scheme seeks an investment return equal to the performance of the Nifty Smallcap 250 Index, subject to tracking error. However, there can be no assurance or guarantee that the Scheme’s investment objective will be met.

Returns

 Its trailing returns over various periods are -4.16 % (1 year) and 25.03 % (2 years) (since launch). Category returns for the same time period are 2.46 % (1 year), 28.13 % (3 years), and 12.44 % (5yr).

Minimum Investment

 Minimum Investment: Rs 500 is the needed minimum investment, and Rs 500 is the required additional investment. The smallest SIP investment is Rs 500.

  • NAV of 19.0138 as on 22 July
  • Till date CAGR: 25 %
  • Expense Ratio:1.03
  • AUM in Crores: 248.150
  • Inception Date: 6 September 2019
  • Fund Manager : Swapnil Mayekar
  • SIP (Minimum Amount ):1000
  •  Lumpsum Minimum: 5000

The one-year annualized returns of the fund are -4.2%, whereas the 3-year and 5-year annualized returns are not applicable, respectively in this case.

Motilal Oswal Multi Asset fund

Investment Purpose

The investment goal is to achieve long-term capital appreciation by investing in a diversified portfolio that includes equity, international equity index funds/equity exchange-traded funds, debt and money market instruments, and gold exchange-traded funds. However, there can be no assurance or guarantee that the Scheme’s investment objective will be met.

Returns

 Its trailing returns over various periods are 0.08 % (1 year) and 3.16 % (3 years) (since launch). Category returns for the same period are 4.38 % (1 year), 12.57 % (3 years), and 7.51 % (5yr).

Minimum Investment

Rs 500 is the minimum investment, and Rs 500 is the required additional investment. The smallest SIP investment is Rs 500.

  • NAV of 10.63 as on 22 July
  • Till date CAGR: 3.2 %
  • Expense Ratio:2.02
  • AUM in Crores: 171.986
  • Inception Date: 4 August 2020
  • Fund Manager: Ankush Sood, Abhiroop Mukherjee, Santosh Singh
  • SIP (Minimum Amount ):1000
  •  Lumpsum Minimum: 5000

The one-year annualized returns of the fund are 0.1% whereas the 3-year and 5-year annualized returns are not applicable respectively in this case

Motilal Oswal Nifty Bank Index fund

Investment Purpose

The Scheme aims for an investment return that is proportional to the performance of the Nifty Bank Index, subject to tracking error. However, there can be no assurance or guarantee that the Scheme’s investment objective will be met.

Returns

Its trailing returns over various periods are 5.52 % (1 year) and 9.83 % (2 years) (since launch). Category returns for the same period are 4.45 % (1 year), 7.04 % (3 years), and 5.96 % (5yr).

Minimum Investment

The least necessary investment is Rs 500, and the additional investment is Rs 500. The smallest SIP investment is Rs 500.

  • NAV of 13.096 as on 22 July
  • Till date CAGR: 9.8 %
  • Expense Ratio :1
  • AUM in Crores: 247.837
  • Inception Date: 6 September 2019
  • Fund Manager : Swapnil Mayekar
  • SIP (Minimum Amount ):1000
  • Lumpsum Minimum: 5000

The one-year annualized returns of the fund are 5.5%, whereas the 3-year and 5-year annualized returns are not applicable, respectively in this case.

Motilal Oswal Asset Allocation passive fund of fund Aggressive 

Investment Purpose

To achieve long-term growth/capital appreciation by providing an asset allocation investment solution that primarily invests in passive funds such as ETF/Index Funds of equity and equity-related instruments (both domestic and international), fixed income, and gold. However, there can be no assurance or guarantee that the scheme’s investment objective will be met.

Returns

Its trailing returns over various time periods are 2.97 % (1 year) and 8.02 % (2 years) (since launch). Category returns for the same time period are: 4.38 % (1 year), 12.57 % (3 years), and 7.51 % (5yr)

Minimum Investment

The least necessary investment is Rs 500, and the additional investment is Rs 500. The smallest SIP investment is Rs 500.

  • NAV of 11.107 as on 22 July
  • Till date CAGR: 8 %
  • Expense Ratio:0.59
  • AUM in Crores: 52.068
  • Inception Date: 12 March 2021
  • Fund Manager: Ashish Agarwal, Abhiroop Mukherjee
  • SIP (Minimum Amount ):1000
  •  Lumpsum Minimum: 5000

The one-year annualized returns of the fund are 3%, whereas the 3-year and 5-year annualized returns are not applicable, respectively in this case. 

Frequently Asked Questions

To know the right amount to invest in any mutual fund, one needs to understand the risk involved and the tenure of the investment and fix the amount they are most comfortable with based on their financial goals.

The minimum amount for each Motilal Oswal mutual fund depends on your selected option. However, the lowest amount you can choose for Motilal Oswal mutual fund SIP is INR 100, while it is INR 5000 for a lump sum investment

Yes, you can quickly increase the SIP amount at any time. To do so, simply follow the process below:

  • Go to the SIP section and select the SIP that you want to increase/revise the amount for
  • Once you have selected the SIP of your choice, choose the EDIT SIP option
  • Update the SIP amount, frequency, or instalment date as per your preference
  • Once you have updated the details, you will receive a notification about the revisions to your SIP.

With 5Paisa, you can easily invest in Motilal Oswal Mutual Fund and other investment options at the ZERO commission. In addition, investing with 5Paisa is safe and enables you to the benefits such as:

  • Professional Management 
  • Simple SIP or lump sum investment process 
  • Liquidity Transparency 
  • You can invest in mutual funds by starting a SIP as low as INR 500 or with  
  • Flexibility to choose from a wide range of options

You don’t necessarily have to open a DEMAT account to buy Mutual Funds. With 5Paisa’s Apps – Invest App & 5paisa Mobile Trading App, you can easily invest in mutual funds. You can download 5paisa Invest App & Open an MF Account.

Yes, you can stop any SIP online at any time. All you need to do is place a Cancel SIP request. To stop or cancel the SIP, you can do so from the Motilal Oswal website or simply do it via the 5Paisa account by following the steps below:

  • Go to Mutual Fund order Book
  • Click on the SIP section
  • Click on the Motilal Oswal scheme that you wish to stop
  • Click on the Stop SIP button

That’s it! Your SIP will be stopped, and you can restart the SIP at any time.

With Motilal Oswal AMC, investors can consider multiple financial assets via diverse offerings and products such as:

  • Equity
  • Fixed-income Assets
  • Liquid Alternatives
  • Portfolio Management Services (PMS)

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.

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.

Invest Now