With an AUM of Rs 33,557 crores, Motilal Oswal Mutual Fund offers 39 schemes across different categories including 17 equity, 7 debt, and 5 hybrid mutual funds. Know the MOTILAL OSWAL MF scheme details, historical returns, compare and invest in Best Motilal Oswal Mutual Funds. Invest in mutual fund schemes that suit your investment objectives, risk level, and fund options.
Motilal Oswal Asset Management Co. Ltd
₹ 33,557 Crores
29 December 2009
14 November 2009
Motilal Oswal Securities Limited
MD & CEO
Mr. Aashish Somaiyaa
Motilal Oswal Trustee Company Limited
Motilal Oswal Tower, 10th Floor, Opp Parel ST Depot, Prabhadevi, Mumbai - 400025
|Fund name||AUM||NAV||3Y Returns|
|Motilal Oswal Midcap 30 fund (G)||₹3800.72 Cr||₹55.29||40.6%|
|Motilal Oswal Nasdaq 100 Fund of Fund (G)||₹3607.03 Cr||₹24.33||17.4%|
|Motilal Oswal Long Term Equity Fund (G)||₹2190.84 Cr||₹29.15||26.2%|
|Motilal Oswal Flexicap Fund (G)||₹8080.63 Cr||₹34.36||17.3%|
|Motilal Oswal Balance Advantage Fund (G)||₹626.74 Cr||₹15.57||9%|
|Motilal Oswal Ultra Short Term Fund (G)||₹98.47 Cr||₹14.61||3.4%|
|Motilal Oswal Focused fund (G)||₹1638.41 Cr||₹34.18||18.8%|
|Motilal Oswal Nifty 50 Index Fund (G)||₹247.67 Cr||₹15.49||25.2%|
|Motilal Oswal Large and Midcap Fund (G)||₹1487.87 Cr||₹18.36||29.4%|
|Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive (G)||₹53.85 Cr||₹12.19||-|
|Motilal Oswal MSCI EAFE Top 100 Select Index Fund (G)||₹36.33 Cr||₹11.08||-|
|Motilal Oswal 5 Year G Sec Fund of Fund (G)||₹10.36 Cr||₹10.65||-|
|Motilal Oswal Nifty 500 Fund (G)||₹394.08 Cr||₹17.59||26%|
|Motilal Oswal Nifty Midcap 150 Index Fund (G)||₹660.25 Cr||₹21.89||34.5%|
|Motilal Oswal S&P 500 Index Fund (G)||₹2613.90 Cr||₹15.62||14.4%|
|Motilal Oswal Multi Asset Fund (G)||₹116.52 Cr||₹11.25||-|
|Motilal Oswal Nifty Bank Index Fund (G)||₹365.33 Cr||₹15.80||31%|
|Motilal Oswal Nifty Smallcap 250 Index Fund (G)||₹315.36 Cr||₹21.33||39.1%|
|Motilal Oswal Asset Allocation Passive Fund of Fund Conservative (G)||₹43.33 Cr||₹11.75||-|
|Motilal Oswal Nifty 200 Momentum 30 Index Fund (G)||₹133.09 Cr||₹10.06||-|
Know the latest NAV, Asset Under Management, and 3-year Return of Best Motilal Oswal Mutual Funds. Invest in Scripbox Recommended High Return Mutual Funds Best Suited According To Your Investment Objectives.
Mutual fund investment can be done at a click of a mouse with Scripbox. It can be done by following the steps below:
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:
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 email@example.com.
The following steps will guide you to download your Motilal Oswal mutual fund investment statement using the Scripbox App:
The excel statement will have the following details:
|Fund Manager||Type Of Fund||Number of Schemes|
|Mr Aditya Khemani||Equity||2|
|Mr. Siddharth Bothra||Equity||5|
|Mr Herin Visaria||Equity||2|
|Mr Niket Shah||Equity||1|
|Mr Swapnil Mayekar||Equity||12|
|Mr Akash Singhania||Equity||1|
|Mr Abhiroop Mukherjee||Debt||12|
Explore: Mutual Fund Managers
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 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 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 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 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 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 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.
Motilal Oswal mutual fund was established in year 2009. It is handling an AUM of approximately 25,763 crores (as of March 2021). Motilal Oswal Mutual fund is one of India’s fastest-growing asset management companies. Also, the fund house has a strong management team.Motilal Oswal follows a ‘Buy Right, Sit Tight’ strategy for all its investments. They offer mutual funds across all categories catering to multiple investor needs. Furthermore, the domestic track record the mutual funds has been good. Also. they offer quality investment options.
Motilal Oswaloffers more than 18+ funds in all mutual fund categories. It is not necessary that all the funds may perform well or all top performing funds may work for the investor. Therefore, investors must align their financial goals with the fund’s investment objective to pick up the best Motilal Oswal mutual fund that suits them.
You can invest in Motilal Oswal Mutual Fund online directly through Scripbox. Alternatively, you can invest in Motilal Oswal Mutual Fund through the fund houses’ website. Furthermore, you can also invest in Motilal Oswal Mutual Fund through any other online platform or mobile application.
You can stop your SIP in Motilal Oswal Mutual Fund online by directly visiting the Motilal Oswal Mutual Fund website, logging in with the folio number, and stopping the SIP. Alternatively, you can also log in to the platform where you started the Motilal Oswal Mutual Fund investment and stop the SIP.
To withdraw money from Motilal Oswal Mutual Fund, you can visit the nearest Motilal Oswal Fund office and submit a form. Alternatively, you can visit the Motilal Oswal Fund website and redeem the investment by logging in with your folio number. You can also withdraw your Motilal Oswal Mutual Fund investments from any online portal where you first invested.