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SEBI-registered portfolio manager Motilal Oswal Asset Management Company (MOAMC) is the asset manager of Motilal Oswal Mutual Fund (MOMF). MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL), a listed company on India’s top stock exchanges – BSE and NSE. The company was registered with SEBI in 2009.
In addition to asset management, Motilal Oswal AMC also serves as an advisor in offshore funds in the fields of portfolio management, business consultancy, and research exchange. Here are some of the highlights of the AMC:
| Founding date | 29th December 2009 |
| AMC Incorporation date | 14th November 2008 |
| Headquarters in | Mumbai |
| Name of the sponsors | Motilal Oswal Financial Services Ltd |
| Trustee organisation | Motilal Oswal Trustee Company Ltd |
| MD and CEO | Mr Navin Agarwal |
| Chief Investment Officer | Mr Manish Sonthalia |
| Compliance Officer | Ms Aparna Karmase |
SB
Siddharth Bothra
Fund Manager since Nov 2016 (7 years)
AM
Abhiroop Mukherjee
Fund Manager since Sep 2013 (10 years)
NS
Niket Shah
Fund Manager since Jul 2017 (6 years)
AK
Aditya Khemani
Fund Manager since Sep 2019 (4 years)
SM
Swapnil Mayekar
Fund Manager since Jun 2023 (10 months)
HV
Herin Visaria
Fund Manager since Apr 2022 (2 years)
AK
Ajay Khandelwal
Fund Manager since Jan 2024 (3 months)
AS
Ankush Sood
Fund Manager since Sep 2023 (7 months)
Investing in the Motilal Oswal Mutual Fund is a hassle-free process on Angel One. You just have to follow these steps:
Step 1: Log in to your Angel One account with your registered mobile number. You will have to validate the OTP and finally enter your MPIN.
Note: If you don’t have an Angel One Demat account, you can open one in just a few minutes by fulfilling the KYC procedure and submitting the required documents.
Step 2: Find the most suited Motilal Oswal MF based on your goals and risk profile. Learn more about each fund offered by the AMC on the Angel One app or https://www.angelone.in/mutual-funds. When evaluating the funds, consider the following:
Step 3: Once you choose the Motilal Oswal Mutual Fund scheme you want to invest in, open your Angel One Demat account and head to the Mutual Funds section. Search for the mutual fund that you have shortlisted. Then,
Investing in Motilal Oswal Mutual Fund through Angel One is a straightforward, digitally-enabled process. You’ll only need to provide essential documents for a hassle-free KYC:
Angel One simplifies the KYC verification process, ensuring efficient access to Motilal Oswal Mutual Fund for both new and returning investors. Our user-friendly platform is designed to help you reach your financial goals. Your KYC process will be completed within 48-72 business hours, allowing you to begin your mutual fund journey promptly
| Name of the Fund | Sub Category | AUM (₹in crore) | Minimum Investment (₹) | CAGR 3Y (%) | CAGR 5Y (%) |
| Motilal Oswal Midcap Fund | Mid Cap Fund | 5734.92 | 500 | 37.2 | 22.84 |
| Motilal Oswal Nifty Smallcap 250 Index Fund | Index Fund | 421.84 | 500 | 34.56 | – |
| Motilal Oswal Nifty Midcap 150 Index Fund | Index Fund | 1003.06 | 500 | 32.8 | – |
| Motilal Oswal Large & Midcap Fund | Large & Mid Cap Fund | 2080.51 | 500 | 31.32 | – |
| Motilal Oswal Long-Term Equity Fund | Equity Linked Savings Scheme (ELSS) | 2534.9 | 500 | 27.47 | 16.43 |
| Motilal Oswal Nifty Bank Index Fund | Index Fund | 414.95 | 500 | 26.07 | – |
| Motilal Oswal Nifty 500 Index Fund | Index Fund | 523.66 | 500 | 22.82 | – |
| Motilal Oswal Nifty 50 Index Fund | Index Fund | 314.59 | 500 | 20.66 | – |
| Motilal Oswal Nifty Next 50 Index Fund | Index Fund | 141.22 | 500 | 18.77 | – |
| Motilal Oswal Focused Fund | Focused Fund | 1691.84 | 500 | 17.59 | 13.88 |
**All data as of October 4, 2023.
Selection Criteria: The funds chosen have demonstrated the highest Compound Annual Growth Rate (CAGR) over the past 3 years.
Motilal Oswal Midcap Fund is categorised as a Mid Cap Fund. This fund primarily invests in mid-sized companies. The fund manages an Asset Under Management (AUM) of ₹5,734.92 crore. Its expense ratio stands at 0.7%. Over a span of 3 years, it has delivered a Compounded Annual Growth Rate (CAGR) of 37.2%. The minimum investment amount for this fund is ₹500.
Motilal Oswal Nifty Smallcap 250 Index Fund is classified as an Index Fund, mirroring the Nifty Smallcap 250 Index. The fund manages an Asset Under Management (AUM) of ₹421.84 crore. Its expense ratio is 0.36%. Over a 3-year period, it has shown a CAGR of 34.56%. The minimum investment amount for this fund is ₹500.
Motilal Oswal Nifty Midcap 150 Index Fund falls under the Index Fund category, tracking the Nifty Midcap 150 Index. The fund’s Asset Under Management (AUM) is ₹1,003.06 crore, and it maintains an expense ratio of 0.3%. It has shown a CAGR of 32.8% over 3 years. The minimum investment amount for this fund is ₹500.
Motilal Oswal Large & Midcap Fund is categorised as a Large & Mid Cap Fund. This fund invests in a mix of large-cap and mid-cap companies. It manages an Asset Under Management (AUM) of ₹2080.51 crore and has an expense ratio of 0.64%. Over 3 years, it has delivered a CAGR of 31.32%. The minimum investment amount for this fund is ₹500.
Motilal Oswal Long Term Equity Fund operates as an Equity Linked Savings Scheme (ELSS), offering tax benefits. The fund has an Asset Under Management (AUM) of ₹2,534.9 crore and an expense ratio of 0.71%. Over a 3-year period, it has shown a CAGR of 27.47%. The minimum investment amount for this fund is ₹500.
Motilal Oswal Nifty Bank Index Fund operates as an Index Fund, mirroring the Nifty Bank Index. The fund manages an Asset Under Management (AUM) of ₹414.95 crore and maintains an expense ratio of 0.33%. It has shown a CAGR of 26.07% over a 3-year period. The minimum investment amount for this fund is ₹500.
Motilal Oswal Nifty 500 Index Fund is categorised as an Index Fund, tracking the Nifty 500 Index. The fund has an Asset Under Management (AUM) of ₹523.66 crore and an expense ratio of 0.37%. Over a 3-year period, it has shown a CAGR of 22.82%. The minimum investment amount for this fund is ₹500.
Motilal Oswal Nifty 50 Index Fund operates as an Index Fund, mirroring the Nifty 50 Index. The fund manages an Asset Under Management (AUM) of ₹314.59 crore and maintains a low expense ratio of 0.14%. Over 3 years, it has shown a CAGR of 20.66%. The minimum investment amount for this fund is ₹500.
Motilal Oswal Nifty Next 50 Index Fund operates as an Index Fund, mirroring the Nifty Next 50 Index. The fund manages an Asset Under Management (AUM) of ₹141.22 crore and maintains an expense ratio of 0.35%. Over a 3-year period, it has shown a CAGR of 18.77%. The minimum investment amount for this fund is ₹500.
Motilal Oswal Focused Fund is categorised as a Focused Fund. This fund holds a concentrated portfolio of select stocks. It manages an Asset Under Management (AUM) of ₹1691.84 crore and has an expense ratio of 0.96%. Over a 3-year period, it has shown a CAGR of 17.59%. The minimum investment amount for this fund is ₹500.
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