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Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund

Motilal Oswal Asset Management Company Ltd. was incorporated in November 1999. It is a subsidiary of Motilal Oswal Financial Services Limited. The Company’s sole activity is asset management. It offers a comprehensive range of investment solutions in equity, equity-related, and debt segments and gold, real estate, commodities, and foreign exchange segments. The Company has multiple investment strategies and offers investment products to meet investors’ needs.

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Motilal Oswal Asset Management Company Limited operates as an Asset Management Company in the mutual fund sector. Motilal Oswal Asset Management Company Limited is an umbrella brand that manages the mutual fund portfolios of several companies. And this includes Motilal Oswal Investment Advisors Limited, Motilal Oswal Mutual Fund Limited, Motilal Oswal Focused 25 Fund Limited, Motilal Oswal Focused Bluechip Fund Limited, and Motilal Oswal Midcap 30 Fund Limited. View More

Another portfolio that Motilal Oswal Asset Management Company Limited manages is the UTI Master Equity Scheme – Series 3 Fund. It is a company incorporated in 1995. The Company is based out of Mumbai, Maharashtra, India. The founder was Motilal Oswal, and it is a subsidiary of Motilal Oswal Financial Services Limited.

Motilal Oswal Asset Management Company Limited, popularly known as MOAMC (Motilal Oswal Asset Management Company Ltd.), is a Motilal Oswal Financial Services Limited subsidiary, a SEBI-registered Investment Adviser established in 1996. MOAMC is a mutual fund company.

Their goal is to accumulate and manage funds for the benefit of their customers, who are themselves or intermediaries investing on their behalf. They do not directly solicit or receive subscriptions from the public. They are registered with SEBI as an AMC, having obtained the certificate of registration from SEBI in February.

Mutual Fund Key Information

  • Mutual Fund
  • Motilal Oswal Mutual Fund
  • Setup Date
  • Dec-29-2009
  • Incorporation Date
  • Nov-14-2008
  • Sponsor
  • Motilal Oswal Securities Limited
  • Trustee
  • Motilal Oswal Trustee Company Limited
  • Chairman
  • N.A
  • CEO/MD
  • Mr Aashish Somaiyaa
  • CIO
  • NA
  • Compliance Officer
  • Ms Aparna Karmase
  • Investor Service Officer
  • NA
  • Assets Managed
  • Rs 25763.49 crores (Mar-31-2021)
  • Auditors
  • M/s NM Raiji & Co for Mutual Fund, M/s Premal H Gandhi & Co – For AMC
  • Address
  • Motilal Oswal Tower, 10th Floor, Opp. Parel ST Depot, Prabhadevi, Mumbai – 400025

Motilal Oswal Mutual Fund Managers

Aditya Khemani

Aditya Khemani is a fund manager for the Motilal Oswal mutual fund. Unlike many other fund managers, Aditya has a high degree of success in his investment decisions. His ability to make smart decisions will help the Motilal Oswal mutual fund continue to provide a good return.
He has been a key player in setting new benchmarks for returns. He is also one of the most followed investors in the country. He built his competence at the Company, starting his career as an associate in the equity research department of Motilal Oswal Securities and then moving to portfolios management after a year. He later became the lead manager for Motilal Oswal AMC’s largest schemes.

Siddharth Bothra

Mr Siddharth Bothra is the top fund manager at Motilal Oswal Mutual Fund. One of the reasons he is such a good fund manager is how well he researches each Company he invests in. He often looks at each Company’s assets, liabilities, and assets.
This is an important part of the due diligence process for all types of investments, whether you are an experienced investor or a newbie. He’s known for being thorough and making sure he knows as much as possible about each Company he is looking at. This is one of the reasons he can make such sound investments and why he is so good at his job.

Herin Visaria

The stock market crash of 2008 saw many hedge funds and mutual fund managers go bust when the market plunged by 145 points. However, Mr Herin Visaria walked away as the best fund manager, with a record-high gross return at 23.2 per cent, as per the data published by Motilal Oswal Mutual Fund- the Company that conducted the survey.

He has been the chief portfolio manager since the year 2008. His record is high and better than Mr Niket Shah’s- the fourth on the list. He has also consistently been in the top three for five years now. One of the reasons for his high returns is his ability to pick stocks with high returns. He looks for long-term stock appreciation and holds stocks for long. He is also very proficient in short-term trading.

Niket Shah

Niket Shah of Motilal Oswal has been the top fund manager in the Motilal Oswal Mutual Fund for the past year. He has been able to deliver good returns for the investors and is one of the most prolific fund managers in the industry. He has been able to provide good market timing and has been able to navigate through a volatile market safely.

He has been able to identify and profit from growth opportunities in the market in companies that are undervalued. He has been able to analyze the market in a unique way by taking into account the companies’ financial health and not just focusing on a firm’s profit and its share price.

Abhiroop Mukherjee

Mr Abhiroop Mukherjee is a B.Com graduate from Calcutta University and a PGPBF (Finance) graduate from the National Institute of Bank Management. He had worked for PNB Gilts Ltd. in Mumbai before joining Motilal Oswal AMC.

Swapnil Mayekar

Mr. Mayekar earned an M.Com from Mumbai University and an Advanced Diploma in Business Administration from Welingkar in Mumbai. From August 2005 until February 2010, he worked for Business Standard Limited before joining Motilal Oswal AMC. He manages IDFC with an AUM of INR 5038 crores.

Manish Sonthalia

Manish Sonthalia, the Fund Manager of Motilal Oswal PMS, has 22 years of expertise in fund management. PMS’s Associate Director and Head of Equity is Mr. Manish Sonthalia. He previously held the position of Vice President of Equity Research at Motilal Oswal Securities Ltd.

How to invest in Motilal Oswal Mutual Fund?

If you want to invest in Motilal Oswal, the process is straightforward on the 5Paisa platform. 5Paisa is one of the country’s largest investing platforms, and you can easily add mutual funds to your portfolio. The steps to invest in Motilal Oswal Mutual Fund online is as follows: View More

Step 1: Log in to your 5Paisa Account. If you do not have one, click the link to register and create a new 5Paisa account in 3 easy steps. Alternatively, you can download the 5Paisa app on your smartphone for Android or IOS and log in from your device.

Step 2: Search for the Motilal Oswal Mutual Fund scheme that you want to invest in

Step 3: Select the option that is apt for your requirement and risk appetite

Step 4: Select the investment type – SIP (Systematic Investment Plan) or Lumpsum

Step 5: Input the amount that you’d like to invest and proceed with payment by clicking on the ‘Invest Now’ button

That’s it! This sums up the investment process. Once your payment is successful, you can see the Motilal Oswal Mutual Fund reflected in your 5Paisa account in 3-4 working days. If you have selected the SIP option, the chosen amount will get deducted every month starting from the date you have made the payment.

Top 10 Motilal Oswal Mutual Fund to Invest

  • Fund Name
  • Min SIP Investment Amt
  • AUM (Cr.)
  • 3Y Return

Motilal Oswal Large and Midcap Fund – Dir Growth is an Large & Mid Cap scheme that was launched on 17-10-19 and is currently under the management of our experienced fund manager Aditya Khemani. With an impressive AUM of ₹1,952 Crores, this scheme's latest NAV is ₹21.2939 as of 18-08-23.

Motilal Oswal Large and Midcap Fund – Dir Growth scheme has delivered a return performance of 22.6% in the last 1 year, 29.7% in the last 3 years, and an 21.8% since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Large & Mid Cap funds.

  • Min SIP Investment Amt
  • ₹500
  • AUM (Cr.)
  • ₹1,952
  • 3Y Return
  • 22.6%

Motilal Oswal Nifty 50 Index Fund – Direct Growth is an Index scheme that was launched on 23-12-19 and is currently under the management of our experienced fund manager Swapnil Mayekar. With an impressive AUM of ₹312 Crores, this scheme's latest NAV is ₹16.3617 as of 18-08-23.

Motilal Oswal Nifty 50 Index Fund – Direct Growth scheme has delivered a return performance of 8.4% in the last 1 year, 20.3% in the last 3 years, and an 14.4% since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Index funds.

  • Min SIP Investment Amt
  • ₹500
  • AUM (Cr.)
  • ₹312
  • 3Y Return
  • 8.4%

Motilal Oswal Liquid Fund – Direct Growth is an Liquid scheme that was launched on 19-12-18 and is currently under the management of our experienced fund manager Rakesh Shetty. With an impressive AUM of ₹504 Crores, this scheme's latest NAV is ₹12.2982 as of 20-08-23.

Motilal Oswal Liquid Fund – Direct Growth scheme has delivered a return performance of 6.2% in the last 1 year, 4.2% in the last 3 years, and an 4.5% since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Liquid funds.

  • Min SIP Investment Amt
  • ₹500
  • AUM (Cr.)
  • ₹504
  • 3Y Return
  • 6.2%

Motilal Oswal Nifty Next 50 Index Fund – Dir Growth is an Index scheme that was launched on 23-12-19 and is currently under the management of our experienced fund manager Swapnil Mayekar. With an impressive AUM of ₹139 Crores, this scheme's latest NAV is ₹15.487 as of 18-08-23.

Motilal Oswal Nifty Next 50 Index Fund – Dir Growth scheme has delivered a return performance of 0.6% in the last 1 year, 16.5% in the last 3 years, and an 12.7% since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Index funds.

  • Min SIP Investment Amt
  • ₹500
  • AUM (Cr.)
  • ₹139
  • 3Y Return
  • 0.6%

Motilal Oswal S&P 500 Index Fund – Direct Growth is an Index scheme that was launched on 28-04-20 and is currently under the management of our experienced fund manager Ankush Sood. With an impressive AUM of ₹2,918 Crores, this scheme's latest NAV is ₹16.6343 as of 18-08-23.

Motilal Oswal S&P 500 Index Fund – Direct Growth scheme has delivered a return performance of 6.9% in the last 1 year, 13.2% in the last 3 years, and an 16.7% since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Index funds.

  • Min SIP Investment Amt
  • ₹500
  • AUM (Cr.)
  • ₹2,918
  • 3Y Return
  • 6.9%

Motilal Oswal Nifty 500 Index Fund – Direct Growth is an Index scheme that was launched on 06-09-19 and is currently under the management of our experienced fund manager Swapnil Mayekar. With an impressive AUM of ₹508 Crores, this scheme's latest NAV is ₹19.1849 as of 18-08-23.

Motilal Oswal Nifty 500 Index Fund – Direct Growth scheme has delivered a return performance of 9.3% in the last 1 year, 21.9% in the last 3 years, and an 17.9% since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Index funds.

  • Min SIP Investment Amt
  • ₹500
  • AUM (Cr.)
  • ₹508
  • 3Y Return
  • 9.3%

Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth is an Index scheme that was launched on 06-09-19 and is currently under the management of our experienced fund manager Swapnil Mayekar. With an impressive AUM of ₹921 Crores, this scheme's latest NAV is ₹25.4629 as of 18-08-23.

Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth scheme has delivered a return performance of 20.1% in the last 1 year, 31.2% in the last 3 years, and an 26.7% since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Index funds.

  • Min SIP Investment Amt
  • ₹500
  • AUM (Cr.)
  • ₹921
  • 3Y Return
  • 20.1%

Motilal Oswal Nifty Smallcap 250 Index Fund-DirGrowth is an Index scheme that was launched on 06-09-19 and is currently under the management of our experienced fund manager Swapnil Mayekar. With an impressive AUM of ₹383 Crores, this scheme's latest NAV is ₹25.264 as of 18-08-23.

Motilal Oswal Nifty Smallcap 250 Index Fund-DirGrowth scheme has delivered a return performance of 24.3% in the last 1 year, 33.3% in the last 3 years, and an 26.4% since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Index funds.

  • Min SIP Investment Amt
  • ₹500
  • AUM (Cr.)
  • ₹383
  • 3Y Return
  • 24.3%

Motilal Oswal Multi Asset Fund – Direct Growth is an Multi Asset Allocation scheme that was launched on 04-08-20 and is currently under the management of our experienced fund manager Santosh Singh. With an impressive AUM of ₹113 Crores, this scheme's latest NAV is ₹12.6215 as of 18-08-23.

Motilal Oswal Multi Asset Fund – Direct Growth scheme has delivered a return performance of 13% in the last 1 year, 7.8% in the last 3 years, and an 8% since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Multi Asset Allocation funds.

  • Min SIP Investment Amt
  • ₹500
  • AUM (Cr.)
  • ₹113
  • 3Y Return
  • 13%

Motilal Oswal Nifty Bank Index Fund – Direct Growth is an Index scheme that was launched on 06-09-19 and is currently under the management of our experienced fund manager Swapnil Mayekar. With an impressive AUM of ₹419 Crores, this scheme's latest NAV is ₹16.0837 as of 18-08-23.

Motilal Oswal Nifty Bank Index Fund – Direct Growth scheme has delivered a return performance of 11.3% in the last 1 year, 25.7% in the last 3 years, and an 12.8% since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Index funds.

  • Min SIP Investment Amt
  • ₹500
  • AUM (Cr.)
  • ₹419
  • 3Y Return
  • 11.3%

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Frequently Asked Questions

How much should I invest in Motilal Oswal Mutual Fund SIP?

To know the right amount to invest in any mutual fund, one needs to understand the risk involved and the tenure of the investment and fix the amount they are most comfortable with based on their financial goals.

Can you increase the SIP amount for a Motilal Oswal mutual fund?

Yes, you can quickly increase the SIP amount at any time. To do so, simply follow the process below:

  • Go to the SIP section and select the SIP that you want to increase/revise the amount for
  • Once you have selected the SIP of your choice, choose the EDIT SIP option
  • Update the SIP amount, frequency, or instalment date as per your preference
  • Once you have updated the details, you will receive a notification about the revisions to your SIP.

Do I need a DEMAT account for investing in Motilal Oswal mutual funds with 5Paisa?

You don’t necessarily have to open a DEMAT account to buy Mutual Funds. With 5Paisa’s Apps – Invest App & 5paisa Mobile Trading App, you can easily invest in mutual funds. You can download 5paisa Invest App & Open an MF Account.

How many investment options does Motilal Oswal AMC offer?

With Motilal Oswal AMC, investors can consider multiple financial assets via diverse offerings and products such as:

  • Equity
  • Fixed-income Assets
  • Liquid Alternatives
  • Portfolio Management Services (PMS)

Is Motilal Oswal Fund a Good Investment?

Motilal Oswal is a good investment because it comprises of various ratios. It has a high dividend yield of 6.23% and an ROI of 10.09%. It also has a strong net profit margin of 23.01%. These are all the great factors to look for in an attractive share. It is also a company that pays dividends regularly. Its dividend pay date is every 15th of the month and has a consistent record of being timely with payments.

What is the minimum amount to start Motilal Oswal mutual fund SIP online?

The minimum amount for each Motilal Oswal mutual fund depends on your selected option. However, the lowest amount you can choose for Motilal Oswal mutual fund SIP is INR 100, while it is INR 5000 for a lump sum investment

What are the additional benefits of investing in Motilal Oswal mutual funds with 5Paisa?

With 5Paisa, you can easily invest in Motilal Oswal Mutual Fund and other investment options at the ZERO commission. In addition, investing with 5Paisa is safe and enables you to the benefits such as:

  • Professional Management 
  • Simple SIP or lump sum investment process 
  • Liquidity Transparency 
  • You can invest in mutual funds by starting a SIP as low as INR 500 or with  
  • Flexibility to choose from a wide range of options

Can you stop Motilal Oswal mutual fund online?

Yes, you can stop any SIP online at any time. All you need to do is place a Cancel SIP request. To stop or cancel the SIP, you can do so from the Motilal Oswal website or simply do it via the 5Paisa account by following the steps below:

  • Go to Mutual Fund order Book
  • Click on the SIP section
  • Click on the Motilal Oswal scheme that you wish to stop
  • Click on the Stop SIP button

That’s it! Your SIP will be stopped, and you can restart the SIP at any time.

How to Redeem a Motilal Oswal Mutual Fund?

Are you searching for a reliable mutual fund? Motilal Oswal is a great option. With over 40 years of experience, Motilal Oswal has managed to earn a spot among the best in India. The company was started by Motilal Oswal, who believes that investing in the future is a way to reach financial freedom. The company’s belief aligns with the Motilal Oswal vision of creating a prosperous India by 2025.

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