Motilal Oswal Mutual Fund

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

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

Note: The above data is as of February 2026

Motilal Oswal Gold and Silver Passive FoF

Motilal Oswal Gold and Silver Passive FoF is managed by Rakesh Shetty and Swapnil Mayekar and was launched on 14 October 2022. It is benchmarked against the LBMA price of gold and silver. The scheme aims to generate returns by investing in units of gold and silver exchange-traded funds (ETFs). 

Motilal Oswal BSE Enhanced Value Index Fund

Motilal Oswal BSE Enhanced Value Index Fund is managed by Swapnil Mayekar, Rakesh Shetty, and Dishant Mehta, and it was launched on 22 August 2022. It tracks the BSE Enhanced Value Total Return Index as its benchmark. The primary objective of the scheme is to deliver returns, before expenses, that closely match the total returns of the securities included in the S&P BSE Enhanced Value Total Return Index, while being subject to a certain level of tracking error.

Motilal Oswal Nasdaq 100 FOF

Motilal Oswal Nasdaq 100 FOF is managed by Sunil Sawant and was launched on 29 March 2011. It uses the NASDAQ-100 Total Return (USD) as its benchmark. The fund aims to generate investment returns that broadly align, before fees and expenses, with the performance of the NASDAQ-100 Index, although the returns may differ due to tracking error. 

Motilal Oswal Large & Midcap Fund

Motilal Oswal Large & Midcap Fund is managed by Ajay Khandelwal, Rakesh Shetty, Atul Mehra, and Sunil Sawant, and it was launched on 17 October 2019. It is benchmarked against the Nifty LargeMidcap 250 Total Return Index. The scheme aims to achieve medium- to long-term capital growth by primarily investing in a mix of large-cap and mid-cap stocks.

Motilal Oswal Midcap Fund

Motilal Oswal Midcap Fund is managed by Ajay Khandelwal, Rakesh Shetty, Ankit Agarwal, Varun Sharma, and Swapnil Mayekar, and it was launched on 24 February 2014. It is benchmarked against the Nifty Midcap 150 Total Return Index. The fund seeks to generate long-term capital appreciation by investing in high-quality mid-cap companies that possess sustainable competitive advantages and strong growth potential. 

Motilal Oswal Nifty Midcap 150 Index Fund 

Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth is managed by Swapnil Mayekar, Rakesh Shetty, and Dishant Mehta, and it was launched on 6 September 2019. It uses the Nifty Midcap 150 Total Return Index as its benchmark. The fund aims to generate returns that closely track the performance of the Nifty Midcap 150 Index, subject to tracking error. 

Motilal Oswal Flexi Cap Fund

Motilal Oswal Flexi Cap Fund is managed by Rakesh Shetty, Ankit Agarwal, Varun Sharma, Swapnil Mayekar, Ajay Khandelwal, and Atul Mehra, and it was launched on 28 April 2014. It is benchmarked against the Nifty 500 Total Return Index. The fund aims to deliver long-term capital appreciation by primarily investing in equity and equity-related instruments across various sectors and market capitalisations. 

Motilal Oswal BSE Financials ex Bank 30 Index Fund

Motilal Oswal BSE Financials ex Bank 30 Index Fund is managed by Swapnil Mayekar, Rakesh Shetty, and Dishant Mehta, and it was launched on 29 July 2022. It is benchmarked against the S&P BSE Financials ex Bank 30 Total Return Index. The fund seeks to generate returns, before expenses, that closely align with the total returns of the securities represented by the index, subject to tracking error.

Motilal Oswal ELSS Tax Saver Fund

Motilal Oswal ELSS Tax Saver Fund is managed by Ajay Khandelwal, Rakesh Shetty, and Atul Mehra, and it was launched on 21 January 2015. It is benchmarked against the Nifty 500 Total Return Index. The fund aims to achieve long-term capital growth by investing in a diversified portfolio primarily comprising equity and equity-related instruments.

Motilal Oswal S&P 500 Index Fund

Motilal Oswal S&P 500 Index Fund is managed by Rakesh Shetty and Sunil Sawant and was launched on 28 April 2020. It is benchmarked against the S&P 500 Total Return Index in USD. The fund aims to generate investment returns that closely track the performance of the S&P 500 Index, subject to tracking error.