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Motilal Oswal Mutual Fund

AUM
₹1,41,910.16 cr.
No. of Schemes
105
AMC Age
17Yrs
Motilal Oswal Mutual Fund, managed by Motilal Oswal Asset Management Company (MOAMC), offers diverse investment options. They are known for their wideMotilal Oswal Mutual Fund, managed by Motilal Oswal Asset Management Company (MOAMC), offers diverse investment options. They are known for their wide reach and substantial client accounts.Read More

List of Top Motilal Oswal Mutual Fund Schemes

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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. Prateek Agrawal (CEO)
Chief Investment Officer Mr Manish Sonthalia
Compliance Officer Ms Aparna Karmase

Motilal Oswal Mutual Fund Managers

SM

Swapnil Mayekar

Fund Manager since Aug 2023 (3 years)

AA

Ankit Agarwal

Fund Manager since Aug 2023 (3 years)

RS

Rakesh Shetty

Fund Manager since Aug 2023 (3 years)

NS

Niket Shah

Fund Manager since Aug 2023 (3 years)

AK

Ajay Khandelwal

Fund Manager since Aug 2023 (3 years)

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

Scheme Category AUM (in ₹ Cr) 3-Yr Returns (%) 1-Yr Return (%)
Motilal Oswal Midcap Fund Equity 24,488.00 28.81 21.75
Motilal Oswal Nasdaq 100 FOF Equity 6,586.76 23.24 40.53
Motilal Oswal Large & Midcap Fund Equity 8,446.92 20.49 9.96
Motilal Oswal Nifty Midcap 150 Index Fund Equity 1,981.68 19.52 1.99
Motilal Oswal ELSS Tax Saver Fund Equity 3,876.23 19.39 7.53
Motilal Oswal Flexi Cap Fund Equity 11,855.06 19.32 18.39
Motilal Oswal S&P 500 Index Fund Equity 3,880.36 18.22 28.39
Motilal Oswal Nifty Smallcap 250 Index Fund Equity 796.09 15.50 -5.48
Motilal Oswal Nifty Next 50 Index Fund Equity 288.85 14.00 1.90
Motilal Oswal Nifty 200 Momentum 30 Index Fund Equity 840.59 13.64 -6.69
Note: All data is as of February 2025, and the selected funds have demonstrated the highest Compound Annual Growth Rate (CAGR) over the past 3 years.

1. Motilal Oswal Midcap Fund

The Motilal Oswal Midcap Fund is an open-ended equity scheme that primarily invests in mid-cap companies possessing long-term competitive advantages and growth potential. The fund focuses on a concentrated portfolio of approximately 23 companies, aiming for long-term capital appreciation. Managed by Niket Shah, Ajay Khandelwal, and Rakesh Shetty, the scheme is benchmarked against the NIFTY Midcap 150 Total Return Index. The fund imposes an exit load of 1% if units are redeemed within 1 year from the date of allotment.

2. Motilal Oswal Nasdaq 100 Fund of Fund

The Motilal Oswal Nasdaq 100 Fund of Fund is an open-ended fund of funds scheme that invests predominantly in units of Motilal Oswal Nasdaq 100 ETF, which in turn tracks the Nasdaq-100 Index. This provides investors with exposure to 100 of the largest non-financial companies listed on the Nasdaq Stock Market. Managed by Swapnil P. Mayekar, Dishant Mehta, and Rakesh Shetty, the scheme is benchmarked against the Nasdaq-100 Total Return Index. The fund does not impose any exit load, offering flexibility for investors.

3. Motilal Oswal Large & Midcap Fund

The Motilal Oswal Large & Midcap Fund is an open-ended equity scheme investing in both large-cap and mid-cap stocks, aiming to provide long-term capital appreciation by capturing growth opportunities across established and emerging companies. Managed by Ajay Khandelwal, Atul Mehra, and Rakesh Shetty, the scheme is benchmarked against the NIFTY LargeMidcap 250 Total Return Index. The fund imposes an exit load of 1% if units are redeemed within 1 year from the date of allotment.

4. Motilal Oswal Nifty Midcap 150 Index Fund

The Motilal Oswal Nifty Midcap 150 Index Fund is an open-ended scheme replicating/tracking the NIFTY Midcap 150 Total Return Index. The fund aims to achieve returns that correspond to the performance of the NIFTY Midcap 150 Index, subject to tracking error, by investing in the constituents of the index in the same proportion. Managed by Swapnil P. Mayekar and Dishant Mehta, the scheme offers investors exposure to a diversified portfolio of mid-cap companies. The fund does not impose any exit load, allowing for flexibility in redemptions.

5. Motilal Oswal ELSS Tax Saver Fund

The Motilal Oswal ELSS Tax Saver Fund is an open-ended equity-linked savings scheme with a statutory lock-in period of 3 years, offering tax benefits under Section 80C of the Income Tax Act. The fund aims to provide long-term capital appreciation by investing predominantly in equity and equity-related instruments across market capitalisations. Managed by Ajay Khandelwal, Atul Mehra, and Rakesh Shetty, the scheme is benchmarked against the NIFTY 500 Total Return Index. There is no exit load applicable, ensuring ease of redemption post the lock-in period.

6. Motilal Oswal Flexi Cap Fund

The Motilal Oswal Flexi Cap Fund is an open-ended dynamic equity scheme investing across large-cap, mid-cap, and small-cap stocks. The fund seeks to provide long-term capital appreciation by identifying investment opportunities across different sectors and market capitalisations. Managed by Niket Shah, Ajay Khandelwal, Atul Mehra, and Rakesh Shetty, the scheme is benchmarked against the NIFTY 500 Total Return Index. The fund imposes an exit load of 1% if units are redeemed within 1 year from the date of allotment.

7. Motilal Oswal S&P 500 Index Fund

The Motilal Oswal S&P 500 Index Fund is an open-ended scheme replicating/tracking the S&P 500 Index, providing investors with exposure to 500 leading companies listed in the United States. The fund aims to achieve returns that correspond to the performance of the S&P 500 Index, subject to tracking error. Managed by Sunil Sawant and Rakesh Shetty, the scheme offers diversification benefits by investing in a broad spectrum of industries and sectors within the U.S. economy. The fund does not impose any exit load, allowing for flexibility in redemptions.

8. Motilal Oswal Nifty Smallcap 250 Index Fund

The Motilal Oswal Nifty Smallcap 250 Index Fund is an open-ended scheme replicating/tracking the NIFTY Smallcap 250 Total Return Index. The fund aims to achieve returns that correspond to the performance of the NIFTY Smallcap 250 Index, subject to tracking error, by investing in the constituents of the index in the same proportion. Managed by Swapnil P. Mayekar and Dishant Mehta, the scheme offers investors exposure to a diversified portfolio of small-cap companies. The fund does not impose any exit load, allowing for flexibility in redemptions.

9. Motilal Oswal Nifty Next 50 Index Fund

The Motilal Oswal Nifty Next 50 Index Fund is an open-ended scheme replicating/tracking the NIFTY Next 50 Total Return Index. The fund aims to achieve returns that correspond to the performance of the NIFTY Next 50 Index, subject to tracking error, by investing in the constituents of the index in the same proportion. Managed by Swapnil P. Mayekar and Dishant Mehta, the scheme provides investors with exposure to the next 50 largest companies after the NIFTY 50, offering potential growth opportunities. The fund does not impose any exit load, allowing for flexibility in redemptions.

10. Motilal Oswal Nifty 200 Momentum 30 Index Fund

The Motilal Oswal Nifty 200 Momentum 30 Index Fund is an open-ended scheme that replicates or tracks the NIFTY 200 Momentum 30 Total Return Index. The fund aims to provide returns that correspond to the performance of the NIFTY 200 Momentum 30 Index by investing in the same proportion as the index constituents, focusing on stocks demonstrating strong momentum. Managed by Swapnil P. Mayekar, Dishant Mehta, and Rakesh Shetty, the scheme offers investors exposure to companies with robust price momentum. The fund does not impose any exit load, allowing for flexibility in redemptions.

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Motilal Oswal Mutual Fund FAQs

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.
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.
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/.
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.
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.
Motilal Oswal Mutual Fund Open NFO
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Motilal Oswal Financial Services Fund Direct Plan IDCW Reinvestment
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