Motilal Mutual Funds
In 2008, Motilal Oswal Asset Management Company (MOAMC) was founded. Mumbai is the home base of the asset management firm. It was founded in accordance with the 1956 Companies Act. The Motilal Oswal Mutual Fund is managed by the AMC. It is the official investment manager for the mutual fund. As a portfolio manager, Motilal Oswal Asset Management Company is also listed with SEBI. In India, Motilal Oswal is well-known. The fund house operates in over 600 sites throughout the nation. Although asset management is still MOAMC’s primary responsibility, the company also offers a variety of other financial services. These include research services, business consulting, offshore fund advisory support and portfolio management. With focus on long-term wealth generation, this diverse approach allows the organisation to serve both domestic and foreign clients.
46 funds
Motilal Oswal Enhanced Value Index Fund
Equity • Index • Direct Growth3Y CAGR
32.52%
Expense ratio
0.41%
Tracking error
Fund size
Motilal Oswal Large and Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
28.05%
Expense ratio
0.65%
Returns vs category
Risk vs category
Motilal Oswal Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
26.94%
Expense ratio
0.69%
Returns vs category
Risk vs category
Motilal Oswal ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
25.77%
Expense ratio
0.65%
Returns vs category
Risk vs category
Motilal Oswal Flexicap Fund
Equity • Flexi Cap • Direct Growth3Y CAGR
22.13%
Expense ratio
0.86%
Returns vs category
Risk vs category
Motilal Oswal Nifty Smallcap 250 Index Fund
Equity • Index • Direct Growth3Y CAGR
21.43%
Expense ratio
0.33%
Tracking error
Fund size
Motilal Oswal Nifty Midcap 150 Index Fund
Equity • Index • Direct Growth3Y CAGR
21.36%
Expense ratio
0.26%
Tracking error
Fund size
Motilal Oswal BSE Financials ex Bank 30 Index...
Equity • Index • Direct Growth3Y CAGR
18.66%
Expense ratio
0.43%
Tracking error
Fund size
Motilal Oswal BSE Quality Index Fund
Equity • Index • Direct Growth3Y CAGR
18.43%
Expense ratio
0.38%
Tracking error
Fund size
Motilal Oswal BSE Quality Index Fund
Equity • Index • Direct Growth3Y CAGR
17.61%
Expense ratio
1.05%
Tracking error
Fund size
About
AMC Summary
As of September 30, 2024, the AMC had assets under management (AUM) of Rs. 1,10,769 crore. The Motilal Oswal Mutual Fund offers various plans , including multi-asset, foreign, and equity funds.
Motilal Oswal Asset Management Company Limited
It was founded in 2008 and established according to the Companies Act of 1956. MOAMC is registered with SEBI as a portfolio manager. This has happened in compliance with the SEBI (Portfolio Managers) Regulations 1993.
Motilal Oswal Mutual Fund Key Information
Here are the key details about Motilal Oswal Mutual Fund:
| Date of Incorporation | August 23, 2007 |
|---|---|
| Date of Set Up of Mutual Fund | April 30, 2008 |
| Headquartered in | Mumbai |
| Trustee Organisation | Edelweiss Trusteeship Company Limited (ETCL) |
| Mutual Fund Name | Edelweiss Mutual Fund |
| MD and CEO | Radhika Gupta |
| Name of Asset Management Company | Edelweiss Asset Management Limited |
| Chief Financial Officer | Amit Malpani |
How to invest in Motilal Oswal Mutual Funds
You can use a third-party app like Upstox or visit the website of Motilal Oswal Mutual Fund to invest in their schemes.
Here are the steps for investing in Motilal Oswal Mutual Funds:
- Get an investment account created: This is the first thing you need to do. You need to create an account for yourself from which you can invest.
- Give proof of your identity: This is part of your KYC process. For purposes of your identity, you must submit documents like passport, driver's licence, voter ID, Aadhaar card or PAN card.
- Give proof of your residential address: Similarly you also need to confirm your address. For thi, you need to submit documents like your passport or Aadhaar card.
- Decide how long you want to stay invested: You must make this decision carefully. It must be based on factors like your financial condition and ability to take risks. It would also depend on the kind of scheme you plan to put your money in.
- Assess your investment goals and risk tolerance: There may be some risk associated with a plan. Low to high is a possible range. Choose a plan that best fits your tolerance for risk.
- Pick a fund: Choose a scheme that you think can be in line with your financial objectives.
- Choose your investment mode: After you have completed all the above steps, the next thing you need to do is to choose how you want to make the payment. For this, you can choose SIP (Systematic Investment Plan), or you can even make a lump sum payment
Other smartlists
Filter funds
Clear All
Frequently Asked Questions
How to invest in Motilal Oswal Mutual Funds?
You can invest in Motilal Oswal Mutual Fund by using an investment app. You can download the app from the Play Store or the App Store. Another option is to visit the website of Motilal Oswal and directly invest from there.
How much should I invest in the Motilal Oswal Mutual Fund?
You have to invest based on your financial goals, risk appetite, investment horizon and the terms and conditions of the scheme.
What is the method for changing the SIP amount for Motilal Oswal Mutual Funds?
You can change the SIP investment amount by visiting the scheme from the Motilal Oswal Mutual Fund website. You can also use a third-party app for doing so.
How are returns from the Motilal Oswal Mutual Funds taxed?
The taxation is done as per relevant tax laws. It can vary depending on the duration of investment and the type of scheme you invest in.
What is the exit load in Motilal Oswal Mutual Fund?
The exit load can vary across schemes. It is the fee charged by the AMC for redeeming your investment before a certain period.