Motilal Oswal Mutual Fund

How to Invest in Motilal Oswal Mutual Funds?

Mutual fund investment can be done at a click of a mouse with Scripbox. It can be done by following the steps below:

1. Visit Scripbox and Begin the Investment Journey: Go to Scripbox’s website and on the homepage, click on the button “Let’s get started”. Doing so displays a list of investment options based on life goals. You can choose a financial goal(s) that best suit them to invest in mutual funds. Click on the “Continue” button to proceed with the mutual fund investment.
2. Signup and Create an Account: At the end of the above step, you will be directed to the page where they have to create a Scripbox account. Upon doing so, investment details like payment options, and the amount of investment will be available. Here you can select the payment option. You can choose “Every month SIP” for SIP investments or “One-time” payment options depending on their cash flow. Scripbox’s online SIP calculator can be used to calculate their potential returns from SIP investment. Next, click on the “See Recommended Funds” button to proceed for investment.
3. Check the Plan and Fund Allocation: This step displays a list of mutual funds.  And the allocated amount for each of the mutual funds in the selected plan. Check all the details before proceeding ahead. Also, by clicking on the option, “I want to change Funds/ Amount”, you can change the fund and investment amount. Click on the “Next” button to make payment.
4. Bank Details and Money Transfer: In this step, you have to enter the bank account and PAN details. Scripbox provides a secure environment. Also, the bank details will only be used for investing and crediting the redemption proceeds only. The purchase is done at the mutual fund schemes NAV. Also, the mutual fund schemes NAV is determined and announced every day by the fund house.

KYC Required to Invest in Motilal Oswal Mutual Fund

KYC (Know Your Customer) helps in identifying a client. SEBI prescribes the KYC requirements. Therefore, investors must be KYC compliant to invest in SEBI registered mutual funds. A KYC form includes details of address, identity, demographics, financial status, and occupation of a person.

You can get their KYC online with Scripbox. A Resident Indians and PIO residing in India would need the following documents for KYC:

• KYC Authorisation Letter. (Please write on a while plain sheet of paper that “I authorise Scripbox to do my mutual fund KYC” & sign below it)
• Video Selfie: Record a video by facing the camera for 5 seconds
•  Photograph
• Pan Card
• Address proof (Aadhar Card (Both Front & Back)/Driving License/Passport/Voter ID Card)

You can upload clear colour scanned copies of your KYC documents during the registration itself. Or,
If you are an existing Scripbox user, you can message on Scripbox’s WhatsApp number +91-8884448026 or email your KYC documents to help@scripbox.com.

How to Download Mutual Fund Investment Statement?

The following steps will guide you to download your Motilal Oswal mutual fund investment statement using the Scripbox App:

• Login to your Scripbox account through your Scripbox app.
• Select the ‘Investment History’ option on the ‘Profile’ tab 
• Scrool down and then click on ‘Email Me’ option.  You will receive a link to download your Scripbox Investment History on your email id.
• You can click on the link received in your email  to download statement in .XLS format.

The excel statement will have the following details:

1. Orders Tab: This section will have the details regarding your investment. The section has following details like Investor Name, Date Range, Date, Fund Name, Type, Amount Invested, Units, Oder NAV, STT, Folio Number and Purpose.
2. Current Holding Tab: This section will have the details on how many funds you have invested in. It has the following details like Fund Name, Units, Current Value, Folio Number, and Purpose. 

Top Mirae Asset Mutual Fund Managers

Explore: Mutual Fund Managers

Mr Aditya Khemani

Mr Khemani is currently the Fund Manager at Motilal Oswal Mutual Fund. He has more than 14 years of experience in Indian equity markets. He has been in the role of portfolio manager for the last ten years. Before joining the fund house, he was associated with HSBC AMC and SBI Mutual Fund. He also worked with ICICI Prudential AMC, and Morgan Stanley Advantage Services. Mr. Khemani holds B.Com (Hons.) degree and also a PGDM from IIM, Lucknow. Currently, he manages the following funds Motilal Oswal Large and Mid cap Fund and Motilal Oswal Long Term Equity Fund.

Mr Siddharth Bothra

Mr Bothra is currently the Senior VP and Fund Manager at Motilal Oswal AMC. He has more than 13 years of research and investment experience.

Mr. Bothra was previously associated with Motilal Securities Ltd., Alchemy Share & Stocks, and VCK Share & Stocks. He holds a PGPM from ISB Hyderabad. Also, a B.Com (Hons.) degree.

He currently manages the following funds Motilal Oswal Focused 25 Fund and Motilal Oswal Equity Hybrid Fund.

Mr Herin Visaria

Mr Visaria is currently the Fund Manager – Foreign Securities. He has more than 11 years of experience in Sales Trading, Derivatives Research, and Dealing. Prior to joining the fund house, he was with Motilal Oswal Securities Ltd. He also worked with Bank of Baroda Capital Markets Ltd., and Religare Capital Markets Ltd. He currently manages the following funds Motilal Oswal Multicap 35 Fund and Motilal Oswal NASDAQ 100 ETF.

Mr Niket Shah

Mr Shah is currently the Vice President – Associate Fund Manager at Motilal Oswal Mutual Fund. He has more than nine years of experience.

He was previously associated with Motilal Oswal Securities Limited, Edelweiss Securities Ltd., and Religare Capital Markets Ltd. Mr Shah holds an MBA degree in Finance from Welingkar Institute of Management Studies.

He is the associate fund manager of Motilal Oswal Midcap 30 Fund.

Mr Swapnil Mayekar

Mr Mayekar is currently the Fund Manager at Motilal Oswal MF. He has more than ten years of experience in the financial services industry. For the last five years, he has been part of the fund management and product development team at Motilal Oswal AMC. Also, his expertise is in quantitative analysis, creating customised indices, model testing, and building a research database. Mr Mayekar was previously associated with Business Standard Limited. He holds a postgraduate degree in Commerce (Finance Management) from the University of Mumbai. He manages the ETFs and FOFs at Motilal Oswal AMC. Mr. Mayekar also manages the following funds Nifty 500 Fund and Motilal Oswal Nifty Bank Index Fund. The list also includes Nifty Midcap 150 Index Fund, Nifty Smallcap 250 Index Fund, Motilal Oswal Nifty Next 50 Index Fund, and Multi Asset Fund.

Mr Akash Singhania

Mr Singhania is currently the Executive Group Vice President and Fund Manager at Motilal Oswal Mutual Fund. He has more than 16 years of professional experience, of which 14 years in Fund Management. Before joining the fund house, he was with PGIM AMC and Deutsche AMC. He was also associated with ICICI Prudential AMC, E&Y, KPMG, and PWC. Mr Singhania completed PGDM (MBA) Finance & Marketing from IIM Lucknow. He is also a Chartered Accountancy from ICAI & Company Secretary from ICSI. Also, he holds a B.Com (Hons.) degree. He manages the following funds Motilal Oswal Midcap 30 Fund, Motilal Oswal Equity Hybrid Fund, and Motilal Oswal Multicap 35 Fund. He also manages the hybrid fund Motilal Oswal Dynamic Fund (Dynamic Asset Allocation).

Mr Abhiroop Mukherjee

Mr Mukherjee is currently the AVP and Fund Manager – Fixed Income at Motilal Oswal AMC. He has more than six years of experience in Fixed Income Securities trading. Before joining Motilal Oswal MF, he was associated with PNB Gilts Ltd. Mr Mukherjee has a PGPBF (Finance) from the National Institute of Bank Management. He also holds an B.Com (Hons.) from Calcutta University. He currently manages the following funds Focused 25 Fund, Ultra Short Term Fund, Motilal Oswal Equity Hybrid Fund, Motilal Oswal Nasdaq 100 FOF, and Motilal Oswal Liquid Fund. 

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