Fund Name
Ratings
Ratings in Descending
Rating in Ascending
Risk
Risk in Descending
Risk in Ascending
3Y Returns
Three Years Returns in Descending
Three Years Returns in Ascending
AUM
Asset Under Management in Descending
Asset Under Management in Ascending

Motilal Oswal Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment

Equity Mid Cap Fund

4.5

Very High

33.37%

₹20,055.68 cr.

Motilal Oswal Midcap Fund Direct IDCW Payout/Payout Payout

Equity Mid Cap Fund

4.5

Very High

33.37%

₹20,055.68 cr.

Motilal Oswal Midcap Fund

Equity Mid Cap Fund

4.5

Very High

33.37%

₹20,055.68 cr.

Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment

Equity Large & Mid Cap Fund

0

Very High

24.88%

₹6,840.21 cr.

Motilal Oswal Large and Midcap Fund Direct IDCW Payout/Payout Payout

Equity Large & Mid Cap Fund

0

Very High

24.88%

₹6,840.21 cr.

Motilal Oswal Large and Midcap Fund

Equity Large & Mid Cap Fund

0

Very High

24.88%

₹6,840.21 cr.

Motilal Oswal ELSS Tax Saver Fund Direct IDCW Payout Payout

Equity ELSS

2.5

Very High

24.53%

₹4,073.72 cr.

Motilal Oswal ELSS Tax Saver Fund

Equity ELSS

2.5

Very High

24.53%

₹4,073.72 cr.

Motilal Oswal Nifty Smallcap 250 Index Fund

Other Index Fund

0

Very High

21.51%

₹820.15 cr.

Motilal Oswal Nifty Midcap 150 Index Fund

Other Index Fund

0

Very High

20.98%

₹1,894.00 cr.

Motilal Oswal Flexi Cap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment

Equity Flexi Cap Fund

2

Very High

20.01%

₹12,023.89 cr.

Motilal Oswal Flexi Cap Fund Direct IDCW Payout/Payout Payout

Equity Flexi Cap Fund

2

Very High

20.01%

₹12,023.89 cr.

Motilal Oswal Flexi Cap Fund

Equity Flexi Cap Fund

2

Very High

20.01%

₹12,023.89 cr.

Motilal Oswal Nifty Next 50 Index Fund

Other Index Fund

0

Very High

17.5%

₹297.07 cr.

Motilal Oswal Balanced Advantage Fund Direct Quarterly IDCW Payout/Payout Payout

Hybrid Dynamic Asset Allocation or Balanced Advantage

1

Very High

14.73%

₹1,238.19 cr.

Motilal Oswal Balanced Advantage Fund Direct Quarterly IDCW Reinvestment/Reinvestment Reinvestment

Hybrid Dynamic Asset Allocation or Balanced Advantage

1

Very High

14.73%

₹1,238.19 cr.

Motilal Oswal Nifty 500 Index Fund

Other Index Fund

0

Very High

14.28%

₹2,021.65 cr.

Motilal Oswal S&P 500 Index Fund

Other Index Fund

0

Very High

14.09%

₹3,531.52 cr.

Motilal Oswal NASDAQ 100 Fund of Fund

Other FoFs Overseas

0

Very High

13.95%

₹5,138.40 cr.

Motilal Oswal Asset Allocation FoF A

Other FoFs Domestic

0

Very High

12.9%

₹67.44 cr.

Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC)

Hybrid Dynamic Asset Allocation or Balanced Advantage

1

Very High

12.2%

₹1,238.19 cr.

Motilal Oswal Focused 25 Fund Direct IDCW Payout/Reinvestment Reinvestment

Equity Focused Fund

2

Very High

11.92%

₹1,924.61 cr.

Motilal Oswal Focused 25 Fund Direct IDCW Payout/Reinvestment Reinvestment

Equity Focused Fund

2

Very High

11.92%

₹1,924.61 cr.

Motilal Oswal Focused 25 Fund (MOF25)

Equity Focused Fund

2

Very High

11.92%

₹1,924.61 cr.

Motilal Oswal Nifty 50 Index Fund

Other Index Fund

0

Very High

11.63%

₹569.68 cr.

Motilal Oswal Nifty Bank Index Fund

Other Index Fund

0

Very High

11.01%

₹607.58 cr.

Motilal Oswal Asset Allocation FoF C

Other FoFs Domestic

0

High

10.17%

₹43.01 cr.

Motilal Oswal Balanced Advantage Fund Direct Annual IDCW Payout/Payout Payout

Hybrid Dynamic Asset Allocation or Balanced Advantage

1

Very High

9.94%

₹1,238.19 cr.

Motilal Oswal Balanced Advantage Fund Direct Annual IDCW Reinvestment/Reinvestment Reinvestment

Hybrid Dynamic Asset Allocation or Balanced Advantage

1

Very High

9.94%

₹1,238.19 cr.

Motilal Oswal Multi Asset Fund

Hybrid Multi Asset Allocation

0

Moderately High

8.14%

₹103.59 cr.

Motilal Oswal Liquid Fund Direct IDCW Monthly Reinvestment/Reinvestment Reinvestment

Debt Liquid Fund

1

Moderately Low

5.96%

₹788.53 cr.

Motilal Oswal Liquid Fund Direct IDCW Monthly Payout/Payout Payout

Debt Liquid Fund

1

Moderately Low

5.96%

₹788.53 cr.

Motilal Oswal Liquid Fund

Debt Liquid Fund

1

Moderately Low

5.94%

₹788.53 cr.

Motilal Oswal Ultra Short Term Fund Direct IDCW Quarterly Payout/Reinvestment Reinvestment

Debt Ultra Short Duration Fund

1.5

Low

5.82%

₹416.77 cr.

Motilal Oswal Ultra Short Term Fund Direct IDCW Quarterly Payout/Reinvestment Reinvestment

Debt Ultra Short Duration Fund

1.5

Low

5.82%

₹416.77 cr.

Motilal Oswal Ultra Short Term Fund Direct Plan IDCW Monthly Payout/Reinvestment Reinvestment

Debt Ultra Short Duration Fund

1.5

Low

5.71%

₹416.77 cr.

Motilal Oswal Ultra Short Term Fund Direct Plan IDCW Monthly Payout/Reinvestment Reinvestment

Debt Ultra Short Duration Fund

1.5

Low

5.71%

₹416.77 cr.

Motilal Oswal Ultra Short Term Fund Direct IDCW Fortnightly Reinvestment

Debt Ultra Short Duration Fund

1.5

Low

5.68%

₹416.77 cr.

Motilal Oswal Ultra Short Term Fund Direct IDCW Weekly Reinvestment

Debt Ultra Short Duration Fund

1.5

Low

5.64%

₹416.77 cr.

Motilal Oswal Ultra Short Term Fund (MOFUSTF)

Debt Ultra Short Duration Fund

1.5

Low

5.59%

₹416.77 cr.

Motilal Oswal Ultra Short Term Fund Direct IDCW Daily Reinvestment

Debt Ultra Short Duration Fund

1.5

Low

5.32%

₹416.77 cr.

Motilal Oswal 5 Year G-Sec Fund of Fund

Other FoFs Domestic

0

Moderately High

5.28%

₹28.10 cr.

Motilal Oswal Liquid Fund Direct IDCW Quarterly Reinvestment/Reinvestment Reinvestment

Debt Liquid Fund

1

Moderately Low

1.42%

₹788.53 cr.

Motilal Oswal Liquid Fund Direct IDCW Quarterly Payout/Payout Payout

Debt Liquid Fund

1

Moderately Low

1.42%

₹788.53 cr.

Motilal Oswal Nifty 200 Momentum 30 Index Fund

Other Index Fund

0

Very High

0%

₹862.39 cr.

Motilal Oswal Quant Fund Direct IDCW Reinvestment

Equity Sectoral / Thematic

0

Very High

0%

₹155.75 cr.

Motilal Oswal S&P BSE Low Volatility Index Fund

Other Index Fund

0

Very High

0%

₹100.37 cr.

Motilal Oswal Quant Fund Direct Growth

Equity Sectoral / Thematic

0

Very High

0%

₹155.75 cr.

Motilal Oswal S&P BSE Financials Ex Bank 30 Index Fund

Other Index Fund

0

Very High

0%

₹18.66 cr.

Motilal Oswal S&P BSE Enhanced Value Index Fund

Other Index Fund

0

Very High

0%

₹837.29 cr.

Motilal Oswal Digital India Fund Direct Plan IDCW Payout

Equity Sectoral / Thematic

0

Very High

0%

₹0.00 cr.

Motilal Oswal Sp BSE Quality Index Fund

Other Index Fund

0

Very High

0%

₹34.37 cr.

Motilal Oswal Gold and Silver ETFs Fund of Funds (

Other FoFs Domestic

0

Very High

0%

₹162.70 cr.

Motilal Oswal Digital India Fund Direct Plan Growth

Equity Sectoral / Thematic

0

Very High

0%

₹0.00 cr.

Motilal Oswal Nifty Microcap 250 Index Fund

Other Index Fund

0

Very High

0%

₹1,667.32 cr.

Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Plan Growth

Other Index Fund

0

Very High

0%

₹402.13 cr.

Motilal Oswal Digital India Fund Direct Plan IDCW Reinvestment

Equity Sectoral / Thematic

0

Very High

0%

₹0.00 cr.

Motilal Oswal Small Cap Fund Direct IDCW Reinvestment

Equity Small Cap Fund

0

Very High

0%

₹2,832.08 cr.

Motilal Oswal Large Cap Direct Plan IDCW Reinvestment

Equity Large Cap Fund

0

Very High

0%

₹1,282.28 cr.

Motilal Oswal Nifty Midsmall It and Telecom Index Fund Direct Plan Growth

Other Index Fund

0

Very High

0%

₹0.00 cr.

Motilal Oswal Nifty India Defence Index Fund

Other Index Fund

0

Very High

0%

₹2,126.83 cr.

Motilal Oswal Multi Cap Fund

Equity Multi Cap Fund

0

Very High

0%

₹1,881.58 cr.

Motilal Oswal Nifty Midsmall Healthcare Index Fund Direct Plan Growth

Other Index Fund

0

Very High

0%

₹0.00 cr.

Motilal Oswal Nifty Midsmall Financial Services Index Fund Direct Plan Growth

Other Index Fund

0

Very High

0%

₹0.00 cr.

Motilal Oswal Nifty Midsmall India Consumption Index Fund Direct Plan Growth

Other Index Fund

0

Very High

0%

₹0.00 cr.

Motilal Oswal Multi Cap Fund Direct Plan IDCW Reinvestment

Equity Multi Cap Fund

0

Very High

0%

₹1,881.58 cr.

Motilal Oswal Multi Cap Fund Direct Plan IDCW Payout

Equity Multi Cap Fund

0

Very High

0%

₹1,881.58 cr.

Motilal Oswal Business Cycle Fund Direct Plan IDCW Payout

Equity Sectoral / Thematic

0

Very High

0%

₹1,135.85 cr.

Motilal Oswal Business Cycle Fund Direct Plan IDCW Reinvestment

Equity Sectoral / Thematic

0

Very High

0%

₹1,135.85 cr.

Motilal Oswal Business Cycle Fund Direct Plan Growth

Equity Sectoral / Thematic

0

Very High

0%

₹1,135.85 cr.

Motilal Oswal Manufacturing Fund Direct Plan Growth

Equity Sectoral / Thematic

0

Very High

0%

₹697.25 cr.

Motilal Oswal Manufacturing Fund Direct Plan IDCW Reinvestment

Equity Sectoral / Thematic

0

Very High

0%

₹697.25 cr.

Motilal Oswal Manufacturing Fund Direct Plan IDCW Payout

Equity Sectoral / Thematic

0

Very High

0%

₹697.25 cr.

Motilal Oswal Small Cap Fund Direct IDCW Payout

Equity Small Cap Fund

0

Very High

0%

₹2,832.08 cr.

Motilal Oswal Large Cap

Equity Large Cap Fund

0

Very High

0%

₹1,282.28 cr.

Motilal Oswal Developed Market Ex US ETFs Fund of Funds

Other FoFs Overseas

0

Very High

0%

₹30.47 cr.

Motilal Oswal Small Cap Fund

Equity Small Cap Fund

0

Very High

0%

₹2,832.08 cr.

Motilal Oswal Large Cap Direct Plan IDCW Payout

Equity Large Cap Fund

0

Very High

0%

₹1,282.28 cr.

Motilal Oswal Quant Fund Direct IDCW Payout

Equity Sectoral / Thematic

0

Very High

0%

₹155.75 cr.

Motilal Oswal Nifty G Sec May 2029 Index Fund Direct Plan Growth

0%

₹.00 cr.

Motilal Oswal Equity Hybrid Fund (MOFEH) Direct Plan Growth

0%

₹.00 cr.

Motilal Oswal MSCI Eafe Top 100 Select Index Fund Direct Plan Growth

0%

₹.00 cr.

About Motilal Oswal Mutual Fund

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:

  1. Motilal Oswal Mutual Fund manages funds worth over ₹32,626 crore as of February 2023. It operates 41 mutual fund schemes, of which 18 are equity, 5 are hybrid, 8 are debt, and others. As per the AUM, Motilal Oswal Flexi Cap fund, Motilal Oswal Nasdaq 100 FOF, Motilal Oswal Midcap 30 fund, and Motilal Oswal NASDAQ 100 ETF are the largest schemes
  2. It manages over 13 lakh+ client accounts and has active operations in over 600 locations across India

Motilal Oswal Mutual Fund Asset Management Company Key Information

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

Motilal Oswal Mutual Fund Managers

SB

Siddharth Bothra

Fund Manager since Nov 2016 (8 years)

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Siddharth Bothra is an MBA (Finance and Strategy) graduate from the Indian School of Business (ISB). He started his career as an Analyst at Alchemy Share & Stocks Pvt Limited and later joined Motilal Oswal Securities.

AM

Abhiroop Mukherjee

Fund Manager since Sep 2013 (11 years)

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Mr. Abhiroop Mukherjee has joined Samco Mutual Fund as the Senior Vice President and Fund Manager – Debt. He holds a B.Com (Hons) degree from Calcutta University and an MBA from NIBM Pune, bringing over 16 years of experience in the finance sector to his new role.

NS

Niket Shah

Fund Manager since Jul 2017 (7 years)

View Details

Mr. Shah has a MBA in Finance from Welingkar Institute of Management. Before joining Motilal Oswal AMC, he worked at Motilal Oswal Securities Limited as the Head of Midcaps Research, at Edelweiss Securities Ltd. as Research Analyst - Midcaps and at Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps.

AK

Aditya Khemani

Fund Manager since Sep 2019 (5 years)

View Details

Mr. Khemani did a B.Com (Hons) and got a PGDM from IIM Lucknow. Before joining Motilal Oswal Asset Management Company Ltd., he was associated with HSBC AMC, SBI Mutual Fund, ICICI Prudential AMC and Morgan Stanley Advantage Services.

SM

Swapnil Mayekar

Fund Manager since Sep 2024 (2 months)

View Details

Swapnil Mayekar did his M.Com from Mumbai University. He worked at Fortis Securities and Business Standard before joining Motilal Oswal Asset Management Company as the Associate Vice President - Fund Manager.

HV

Herin Visaria

Fund Manager since Apr 2022 (2 years)

View Details

Mr. Visaria is a Chief Manager - Dealer at Nippon Life India Asset Management Ltd. Before this, he was a Senior Manager - Dealer at Motilal Oswal Asset Management Ltd, an associate at Religare and a Derivatives Researcher at Motilal Oswal Securities Ltd. He has been a Level 3 candidate of CFA.

AK

Ajay Khandelwal

Fund Manager since Aug 2024 (3 months)

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Mr. Khandelwal has an MBA and a Bachelor of Engineering degree. Before joining Canara Robeco Mutual Fund, he worked with BOI AXA Mutual Fund, B&K Securities and Infosys.

AS

Ankush Sood

Fund Manager since Sep 2023 (1 year)

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Mr. Ankush Sood is currently a Dealer with significant experience in Institutional Sales Trading. He holds a B.Tech in Electronics & Telecommunications and an MBA(Tech) with a Major in Finance and a Minor in Analytics, both from NMIMS, Mumbai. Previously, he worked at Motilal Oswal Financial Services, focusing on servicing institutional clients.

How to Invest in Motilal Oswal Mutual Fund via Angel One?

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:

  1. Find your desired fund or choose one from those listed by Angel One.
  2. Analyse the fund’s historical performance, sectoral and stock holdings, and tax incidence.
  3. Ascertain the estimated earnings on investment using the returns calculator.
  4. Understand the scheme’s level of risk and see if it aligns with your tolerance.
  5. Consider the fund’s ratings assigned by reputed rating agencies. Typically, mutual funds are rated from 1 to 5 based on various parameters like consistency, risk, returns, etc.
  6. Check the fund’s expense ratio to estimate the cost of investing in it.

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,

  1. Choose from the two investment route options – lump sum or monthly SIP.
  2. Key in the investment amount and choose a payment method. Although UPI is the preferred mode, you can choose net banking as well.
  3. After placing the order, if you have chosen the SIP option, create a mandate to make future instalments on time.

Documents Required To Invest in Motilal Oswal Mutual Fund

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:

  1. PAN Card Details (Mandatory)
  2. Personal Information (Full Name, Mobile Number, Email Address)
  3. We recommend using your Aadhar Card as Address Proof, including both the front and back sides.
  4. Bank Account Details, along with a cancelled check if deemed necessary
  5. Nominee details and FATCA Declarations

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

Top 10 Motilal Oswal Mutual Fund to Invest

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

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

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

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

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

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

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

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

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

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

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.

Mutual Funds Calculators

Motilal Oswal Mutual Fund FAQs

How to start Motilal Oswal Mutual Fund SIP online?

Search for your desired scheme on Angel One under the Mutual Fund section. Enter a comfortable instalment amount and click on proceed. Before doing this, ensure you have enough funds in your account for the transaction to go through. Alternatively, you can also start an online SIP via the AMC website.

Which scheme is the best in Motilal Oswal Mutual Funds?

No one scheme can be said to be the best in the Motilal Oswal Mutual Funds because it depends on your investment goal and risk tolerance. On top of these, consider factors such as the fund's performance history, risks, and expenses involved to make an informed decision on the best-suited scheme for you.

How to redeem Motilal Oswal Mutual Fund online?

You can redeem your units Motilal Oswal Asset Management Company Ltd. (MOAMC) in two ways - via AMC’s website and Angel One. For the latter route, head to the Mutual Funds section under the Angel One App or visit https://www.angelone.in/mutual-funds/.

Are Motilal Oswal Mutual Fund schemes tax-free?

Not all schemes are tax-free. As with any other ELSS, the one offered by Motilal Oswal Mutual Fund also comes with tax benefits. By investing in Motilal Oswal Mutual Fund ELSS Funds, you can claim a tax deduction of up to ₹1.5 lakh under Section 80C every financial year.

Who owns the Motilal Oswal Mutual Fund?

Motilal Oswal Trustee Company Limited (MOTCL) is the trustee to Motilal Oswal Mutual Funds. The funds’ trustee is compliant with SEBI’s regulations and reviews the AMC’s operations.