3 Year return

5.28%
Launched on December 2018 (6 years)

Investment Details

₹500

Minimum SIP Amount

₹500

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Risk Involved

Low to Moderate Risk

Your principal will be at

Moderately Low Risk

Scheme Information

Asset Under Management

₹528.25 Cr.

Expense Ratio

0.23% (inclusive of GST)

Exit Load

0.0070% - If redemption/switch out within 1 days from the date of allotment. 0.0065% - If redemption/switch out within 2 days from the date of allotment. 0.0060% - If redemption/switch out within 3 days from the date of allotment. 0.0055% - If redemption/switch out within 4 days from the date of allotment. 0.0050% - If redemption/switch out within 5 days from the date of allotment. 0.0045% - If redemption/switch out within 6 days from the date of allotment. Nil - If redemption/switch out within 7 days from the date of allotment.

Ratings

ARQ Rating
1

Ratings by other agencies

1
0
0

Tax Implications

Withdrawal within 3 years

Tax based on your income tax bracket

Withdrawal after 3 years

20% tax after indexation (adjusting for inflation)

Fund Holdings

Holdings

Motilal Oswal Mutual Fund Managers

AM

Abhiroop Mukherjee

Fund Manager since Sep 2013

Fund House Details

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund Asset management company

AUM ₹50,745.52 Cr.
No. of Schemes 58
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Motilal Oswal Mutual Fund

List of mutual fund schemes by AMC

About Motilal Oswal Liquid Fund Direct Growth

Motilal Oswal Liquid Fund, managed by Motilal Oswal Mutual Fund, belongs to the liquid fund category, offering stability and liquidity to investors. This direct growth plan is designed to provide investors with a low-risk avenue to park their surplus funds. The fund predominantly invests in debt and money market instruments with very short maturities, ensuring that your funds remain easily accessible. It has an expense ratio that is slightly higher than the category average, but still low overall.

Investment Objective of the Scheme

The scheme's primary objective is to provide investors with a high level of liquidity while aiming for optimal returns through investments in debt and money market instruments. Motilal Oswal Liquid Fund Direct Growth achieves this by focusing on securities with very short maturities, minimising interest rate risks. The fund's strategy revolves around maintaining liquidity and capital preservation.

Key Features of The Fund

5-year return 4.77%
Expense Ratio 0.23%
Fund Manager Abhiroop Mukherjee
Fund Size ₹528.25 Cr
Risk Profile Moderately Low

Is This Scheme Right for Me?

If you are seeking a low-risk investment avenue with high liquidity, Motilal Oswal Liquid Fund Direct Growth could be an appropriate choice. This fund caters to individuals who want to park their surplus funds in debt and money market instruments with very short maturities. It's important to note that the returns from liquid funds may be relatively lower compared to other options, but they offer stability and quick access to your funds. Assess your investment goals and risk tolerance before considering this fund. Seeking guidance from financial experts can provide personalised insights for well-informed decisions.

AMC Contact Details

Name Motilal Oswal Mutual Fund
Launch Date November 2008
Addresss 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400 025
Contact 91-2240548002 8108622222
Email amc@motilaloswal.com
Website https://www.motilaloswalmf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

FAQs

What is today's NAV of Motilal Oswal Liquid Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Motilal Oswal Liquid Fund May 08 2024 is 12.9211

What is the AUM of Motilal Oswal Liquid Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Motilal Oswal Liquid Fund is 528.25 crore.

What is the expense ratio of Motilal Oswal Liquid Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Motilal Oswal Liquid Fund is 0.23%

What are the returns of Motilal Oswal Liquid Fund since inception?

The Motilal Oswal Liquid Fund was launched on Dec 11 2018. The fund has delivered a CAGR of 4.87 since inception.

What is the minimum SIP amount to invest in Motilal Oswal Liquid Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Motilal Oswal Liquid Fund is 500.

How do I invest in Motilal Oswal Liquid Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Motilal Oswal Liquid Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Motilal Oswal Liquid Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Motilal Oswal Liquid Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.