Motilal Oswal Asset Management Company Limited Mutual Funds Investments

About Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund is a 100% wholly-owned subsidiary of Motilal Oswal Securities Limited. Motilal Oswal MF highly focuses on expanding wealth through its diversified services. The fund houses's investment manager is Motilal Oswal Asset Management Company. Motilal Oswal AMC was incorporated in 2008. The AMC also provides portfolio management services. The AMC also undertakes advisory services to offshore funds, financial consultancy, and exchange of research on a commercial basis.

Motilal Oswal AMC is one of India's fastest-growing asset management companies. Motilal Oswal MF also has its operations in over 600 locations across the country. It has more than 9 lakh registered clients and over 2400 physical office premises. It offers more than 30 mutual funds products across all categories. Its assets under management are around INR 20,119 Cr. The fund house has a strong management team. The team focuses on wholesaling through marquee distribution platforms. Also, they believe in having strong relationships backed by performance track record.

Motilal Oswal follows a 'Buy Right, Sit Tight' strategy for all its investments. Their mutual fund offerings come with unique features such as "Low Churn" and "Focused" portfolios. 'Buy Right' means buying quality companies at a reasonable price. 'Sit Tight' means staying invested in them for a long time to realise the full growth potential of the stocks. Their unique investment process is QGLP. QGLP stands for quality, growth, longevity, and price. The fund managers consider the quality of the business and growth in earnings. They also consider longevity (durability) of the competitive advantage, and fair price of the stocks while choosing stock for a portfolio. They buy and hold stocks to benefit from the growth cycle and focus on adequate diversification than over-diversification.

The fund house is sponsored by Motilal Oswal Financial Services Limited (MOFSL). Motilal Oswal Mutual Fund's trustee is Motilal Oswal Trustee Company Ltd (Trustee Company). According to the Trust deed between the Trustee Company and the Sponsor, Motilal Oswal Securities Limited.

Motilal Oswal Financial Services Limited, incorporated in 2005. It has made a prominent name in the financial space of the country. It acquired the following companies Motilal Oswal Venture Capital Advisors Private Limited and Motilal Oswal Securities Ltd. The acquisition also includes Peninsular Capital Markets Ltd. In 2007-08, Motilal Oswal Financial Services Limited launched an IPO. After a couple of more acquisitions, the SEBI permitted it to set up a mutual fund business. Hence, in 2010, it launched its first mutual fund. Also, in the next year Motilal Oswal AMC became the first to ring the bell on NASDAQ.

By 2016, Motilal AMC, in record time, crossed $1 Bn in PMS and mutual funds. Therefore, this encouraged them to enter the international arena and launch Motilal Oswal India Fund (MOIF). Also, in a year, Motilal Oswal AMC's assets reached $2.5 Bn. Motilal Oswal was also recognised as one of the top 100 best companies to work for in the India & Economics Times survey.

Few of the top performing Motilal Oswal equity Funds are Motilal Oswal Nifty 500 Fund and Motilal Oswal Nifty Bank Index Fund. The list also includes Motilal Oswal Nifty Smallcap 250 Index Fund, Multi Asset Fund, and Motilal Oswal Large and Mid cap Fund. Additionally, Motilal Oswal Dynamic Fund (Dynamic Asset Allocation) is one of the top performing hybrid funds.

How to Invest in Motilal Oswal Mutual Funds via Scripbox?

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

Step 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.

Investors 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.

Step 2 – Signup and Create an Account

At the end of the above step, one 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 one can select the payment option. They 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.

Step 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”, one can change the fund and investment amount.

Click on the "Next" button to make payment.

Step 4 – Bank Details and Money Transfer

In this step, one has 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 via Scripbox

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.

One 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)

One can upload clear colour scanned copies of their KYC documents during registration itself. Or. Alternatively, they could also share their KYC documents at help@scripbox.com or Whatsapp it to us on +91-8884448026.

Top Motilal Oswal Mutual Funds

Below are the top performing Motilal Oswal Mutual Funds

Scheme	Category	AUM in Cr (As on 30th June 2020)
Motilal Oswal Long Term Equity Fund (G)	Equity: ELSS	Rs 1,497 Cr
Motilal Oswal Multicap 35 Fund (G)	Equity: Multi Cap	Rs 10,562 Cr
Motilal Oswal Focused 25 fund (G)	Equity: Large Cap	Rs 1,199 Cr
Motilal Oswal Ultra Short Term Fund (G)	Debt: Ultra Short Duration	Rs 40 Cr

 

Top Equity Motilal Oswal Mutual Funds

Below are the top performing equity Motilal Oswal Mutual Funds

Scheme	Category	AUM in Cr (As on 30th June 2020)
Motilal Oswal Focused 25 fund (G)	Equity: Large Cap	Rs 1,199 Cr
Motilal Oswal Multicap 35 Fund (G)	Equity: Multi Cap	Rs 10,562 Cr

 

Top Debt Motilal Oswal Mutual Fund

Below is the top performing debt Motilal Oswal Mutual Fund

Scheme	Category	AUM in Cr (As on 30th June 2020)
Motilal Oswal Ultra Short Term Fund (G)	Debt: Ultra Short Duration	Rs 40 Cr

 

Top ELSS Motilal Oswal Mutual Funds

Below is the top performing tax saving Motilal Oswal Mutual Funds

Scheme	Category	AUM in Cr (As on 30th June 2020)
Motilal Oswal Long Term Equity Fund (G)	Equity: ELSS	Rs 1,497 Cr

 

Top Fund Managers

Top Equity Fund Managers

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 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.

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.

Top Debt Fund Manager

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. 

Key Information about Motilal Oswal AMC

Mutual fund	Motilal Oswal Mutual Fund
Asset management company	Motilal Oswal Asset Management Company
Founded	29th December 2009
Incorporated	14th November 2008
Sponsor	Motilal Oswal Financial Services Limited
Trustee	Motilal Oswal Trustee Company Limited
MD and CEO	Mr Aashish Somaiyaa
Compliance Officer	Ms Aparna Karmase
AUM	INR 20281.49 crore (Dec-31-2019)

 

Motilal Oswal AMC Contact Details

Auditors	M/s. NM. Raiji & Co. for Mutual Fund, M/s. Premal H. Gandhi & Co. - For AMC
Custodians	Citibank NA.
Registrars	Karvy Computershare Pvt. Ltd.
Address	Motilal Oswal Tower, 10th Floor, Opp Parel ST Depot, Prabhadevi, Mumbai - 400025
Telephone No.	022-39804263
Fax No.	022-30896884
E-mail	mfservice@motilaloswal.com
Website	https://www.motilaloswalmf.com/