Motilal Oswal AMC was appointed as the Investment Manager to Motilal Oswal Mutual Fund (MOMF) by the Trustee vide Investment Management Agreement dated May 21, 2009, executed between Motilal Oswal Trustee Company Ltd. and Motilal Oswal AMC. as of 30th Sept 2024, Mutual Fund AUM is over Rs. 80,100 Crores.
Motilal Oswal Mutual Fund is sponsored by Motilal Oswal Financial Services Limited (MOFSL). Motilal Oswal Trustee Company Limited (Trustee Company) was officially registered on November 14, 2008, and is the Trustee of Motilal Oswal Mutual Fund vide a Trust deed executed between the Trustee Company and the Sponsor, Motilal Oswal Securities Limited.
Key Information About Motilal Oswal Mutual Fund
How to Invest in the Motilal Oswal Mutual Fund
Investing in the best Motilal Oswal Mutual Fund can be a complex process. To make it easier, here is a step-by-step guide:
1. Choose Your Mutual Fund Type
According to your risk tolerance (low, mid, or high) and financial goals, choose your mutual types, such as equity, debt, hybrid, index, and sector funds.
2. Select a Mutual Fund Scheme
After carefully analysing the historical returns, expense ratio, reviews, and ratings of different schemes, choose your preferred Motilal Oswal Mutual Fund.
3. Login or Open a Demat Account
Log in to your Stack Wealth account. If you do not have an account, you can register with your mobile number and create a new one immediately.
4. Complete KYC (Know Your Customer) Requirements
The next step involves providing personal information and verifying identity. You must upload a government-issued ID such as PAN, Aadhar and proof of address. Follow the app guidelines to ensure a seamless process.
5. Select Investment Mode (SIP or lumpsum)
If you prefer regular, disciplined investing, you can set up a periodic systematic investment plan (SIP). You can also make a lump-sum investment if you have a large amount to invest. Select the investment period of your choice.
6. Confirm and Track Your Investment
After setting up your investment, relax and let your money grow. The Stack Wealth app will provide regular updates and reports on your portfolio’s performance. You can also adjust your investments or withdraw funds as needed.
List of Best Motilal Oswal Mutual Funds in India
Here is the list of some of the best Motilal Oswal Mutual Funds in India:
* All data as of 31 Jan 2025
Detailed Overview of Motilal Oswal Mutual Fund Schemes
Now, let’s discuss the Motilal Oswal Mutual Fund schemes in detail:
1. Motilal Oswal Flexicap Fund-Direct-Growth Plan
Motilal Oswal Flexicap Fund is an open-ended dynamic equity scheme primarily investing in equity & equity-related instruments across sectors and market-capitalization levels. The scheme’s investment objective is to achieve long-term capital appreciation.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 19.81% and 16.77%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹ 17197.90.
- Minimum Investment Amount: The minimum lump sum application amount for the Motilal Oswal Flexicap Fund is ₹500, and for SIP, it is ₹500. The minimum redemption amount is ₹ 500 or the account balance, whichever is lower.
2. Motilal Oswal Liquid Fund-Direct-Growth Plan
Motilal Oswal Liquid Fund is an open-ended liquid fund that aims to generate optimal returns with high liquidity for investors through a portfolio of money market securities. It has relatively low interest rate risk and relatively low credit risk.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 6.21% and 5.01%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹11981.3.
- Minimum Investment Amount: The minimum lump sum application amount for the Motilal Oswal Liquid Fund is ₹500, and for SIP, it is ₹500. The minimum redemption amount is ₹ 500 or the account balance, whichever is lower.
3. Motilal Oswal Balanced Advantage Fund-Direct-Growth Plan
Motilal Oswal Balanced Advantage Fund is an open-ended dynamic asset allocation fund primarily investing in equity and equity-related instruments, including equity derivatives, debt, money market instruments, and units issued by REITs and InvITs.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 8.35% and 8.96%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹12718.8.
- Minimum Investment Amount: The minimum lump sum application amount for the Motilal Oswal Balanced Advantage Fund is ₹500, and for SIP, it is ₹500. The minimum redemption amount is ₹ 500 or the account balance, whichever is lower.
4. Motilal Oswal ELSS Tax Saver Fund-Direct-Growth Plan
Motilal Oswal ELSS Tax Saver Fund is an open-ended equity-linked savings scheme with a 3-year statutory lock-in and tax benefits.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 22.38% and 21.26%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹18330.8.
- Minimum Investment Amount: The minimum lump sum application amount for the Motilal Oswal ELSS Tax Saver Fund is ₹500, and for SIP, it is ₹500. The minimum redemption amount is ₹ 500 or the account balance, whichever is lower.
5. Motilal Oswal Ultra Short-Term Fund-Direct-Growth Plan
Motilal Oswal Ultra Short-Term Fund is an open-ended ultra-short-term debt scheme investing in debt securities and money market securities such that the portfolio’s Macaulay duration is between 3 months and 6 months. Its objective is to generate optimal returns consistent with moderate levels of risk and liquidity.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 5.84% and 4.97%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹11856.2.
- Minimum Investment Amount: The minimum lump sum application amount for the Motilal Oswal Ultra Short-Term Fund is ₹500, and for SIP, it is ₹500. The minimum redemption amount is ₹ 500 or the account balance, whichever is lower.
6. Motilal Oswal Large and Midcap Fund-Direct-Growth Plan
Motilal Oswal Large and Midcap Fund is an open-ended equity scheme that invests primarily in large and mid-cap stocks. Its primary investment objective is to provide medium—to long-term capital appreciation.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 23.3% and 23.98%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹18743.9.
- Minimum Investment Amount: The minimum lump sum application amount for the Motilal Oswal Large and Midcap Fund is ₹500, and for SIP, it is ₹500. The minimum redemption amount is ₹ 500 or the account balance, whichever is lower.
7. Motilal Oswal Focused Fund-Direct-Growth Plan
Motilal Oswal Focused Fund is an open-ended equity scheme that invests in up to 30 stocks, focusing on the multi-cap space. The scheme’s investment objective is to achieve long-term capital appreciation.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 9.44% and 12.06%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹13106.7.
- Minimum Investment Amount: The minimum lump sum application amount for the Motilal Oswal Focused Fund is ₹500, and for SIP, it is ₹500. The minimum redemption amount is ₹ 500 or the account balance, whichever is lower.
8. Motilal Oswal 5 Year G-Sec Fund-Direct-Growth Plan
Motilal Oswal 5 Year G-Sec Fund is a debt scheme that invests in units of the Motilal Oswal 5 Year G-Sec ETF. The scheme's investment objective is to seek returns with relatively high interest rate risk and relatively low credit risk.
- Fund Performance: The fund's annualized returns for the past one and three years have been around 7.18% and 5.64%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹11790.
- Minimum Investment Amount: The minimum lump sum application amount for the Motilal Oswal 5-Year G-Sec Fund is ₹500, and for SIP, it is ₹500. The minimum redemption amount is ₹ 500 or the account balance, whichever is lower.
9. Motilal Oswal Small Cap Fund-Direct-Growth Plan
Motilal Oswal Small Cap Fund is an open-ended equity scheme that predominantly invests in small-cap-cap stocks to generate capital appreciation.
- Fund Performance: The fund's annualized return for the past one year has been around 29.47%.
- Minimum Investment Amount: The minimum lump sum application amount for the Motilal Oswal Small Cap Fund is ₹500, and for SIP, it is ₹500. The minimum redemption amount is ₹ 500 or the account balance, whichever is lower.
10. Motilal Oswal Midcap Fund-Direct-Growth Plan
Motilal Oswal Midcap Fund is an equity scheme that predominantly invests in quality mid-cap companies with long-term competitive advantages and growth potential.
- Fund Performance: The fund's annualized returns for the past one and three years have been around 29.69% and 29.13%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹ 21814.7.
- Minimum Investment Amount: The minimum lump sum application amount for the Motilal Oswal Midcap Fund is ₹500, and for SIP, it is ₹500. The minimum redemption amount is ₹ 500 or the account balance, whichever is lower.
Top Fund Managers
Below is the list of people who have made Motilal Oswal Mutual Fund Investment a standout choice in a highly competitive market.
1. Rakesh Shetty
Mr. Rakesh Shetty has over 13 years of experience and expertise in equity, debt segment, ETF, Corporate Treasury, and Banking trading. Before joining Motilal Oswal Asset Management Company Limited, he worked with a company in the Capital Market Business, where he was in charge of customised equity and debt ETF indices. He has also been involved in product development.
2. Niket Shah
Mr. Niket Shah is the CIO & Fund Manager at Motilal Oswal AMC and has 14 years of experience. He earned his Master's in Business Administration (MBA) in Finance from Welingkar Institute of Management Studies. Before joining MOAMC, he was head of midcaps research at Motilal Oswal Securities Limited from February 2013 to March 2018.
3. Mr. Dishant Mehta
Mr. Dishant Mehta is a manager, associate fund manager and passive dealer with over 11 years of experience in financial markets across different segments, including Equities, Commodities, Derivatives, and Currencies. He has managed Institutional and Foreign Portfolio Investment clients.
4. Vishal Ashar
Mr. Vishal Ashar has more than 18 years of in-depth expertise in fund management. He is an arbitrage dealer and fund manager. His career has included notable tenures at institutions such as Motilal Oswal, India Bulls Asset Management, and NJ Asset Management.
5. Bhalchandra Shinde
Mr. Bhalchandra Shinde is an associate fund manager with over 13 years of extensive experience in equity research. Before assuming his current role at Motilal Oswal AMC, he spent 3 years as an investment analyst at Kotak Mahindra Life Insurance, handling research across various sectors, including Oil & Gas, Auto, and Real Estate.
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