Motilal Oswal Asset Management Company (MOAMC) is located in Mumbai. It began in 2008. It manages Motilal Oswal Mutual Fund. This company manages money from numerous individuals and invests it in stocks, bonds, and other assets.
The sponsor of the mutual fund is Motilal Oswal Financial Services Limited (MOFSL). This firm began in 2005. It provides numerous financial services such as stockbroking, wealth management, and investment banking.
Now, Motilal Oswal Mutual Fund is a household name. It has offices in over 600 locations in India and has over 9 lakh clients. It has numerous mutual fund schemes to assist people in growing money securely.
Motilal Oswal Trustee Company Limited (MOTCL) was established in 2008. It reviews and verifies the activities of MOAMC. The trustee is guided by the rules of SEBI.
Motilal Oswal Financial Services Limited (MOFSL) is the sponsor of this AMC. It has expanded rapidly since 2005 and acquired numerous companies. In the year 2010, MOAMC inaugurated its first mutual fund. In 2011, MOAMC became the first Indian AMC to ring the NASDAQ opening bell.
Motilal Oswal Mutual Fund today oversees an AUM of 45,993.97 Crore. It operates 34 schemes – 14 equity, 5 debt, and 5 hybrid funds.
Mutual Fund name | Motilal Oswal Mutual Fund |
Asset Management Company Name | Motilal Oswal Asset Management Company Pvt Ltd. |
AMC Setup Date | 14th November, 2008 |
AMC Incorporation Date | 14th November, 2008 |
Sponsor name | Motilal Oswal Financial Services Limited |
Trustee organisation | Motilal Oswal Trustee Limited |
Name of Trustee | Mr. Sandip Ghosh Mr. Vishal Tulsyan |
MD and CEO | Mr. Navin Agarwal |
CIO | Mr. Navin Agarwal |
Compliance Officer | Aparna karmase |
Investor Service Officer | Jamin Dinesh Majethia |
Total AUM ( as of end of last quarter) | Rs 50796Cr |
The procedure is simple and online.
Create an account on any reliable mutual fund investment website or AMC's website.
Upload ID proof such as Aadhaar, PAN, Voter ID, passport, or driving licence.
Upload address proof such as Aadhaar, a ration card, a passport, or a utility bill.
Choose your investment duration – short, medium, or long term.
Select your risk level – low, medium, or high.
Choose the Motilal Oswal Mutual Fund scheme you prefer.
Begin with SIP or invest one time.
That's it. Your investment will be credited in a few days.
Mr. Ashish Agrawal – Sales trading and fund management expert.
Mr. Akash Singhania – Oversees large funds of 18,149 Crore.
Mr. Abhiroop Mukherjee – Debt and equity scheme expert.
Here is a table for some top schemes:
Fund Name | Category | Min Investment | AUM | 1Y Returns | SIP |
Motilal Oswal BSE Enhanced Value Index Fund | Equity | 500 | 789Cr | -2.3% | 500 |
Motilal Oswal Large & Midcap Fund | Equity | 500 | 12,628Cr | 5.3% | 500 |
Motilal Oswal Midcap Fund | Equity | 500 | 34,779Cr | 0.7% | 500 |
Motilal Oswal ELSS Tax Saver Fund | Equity | 500. | 4,223Cr | -0.9% | 500. |
Motilal Oswal Flexi Cap Fund | Equity | 500 | 13,679Cr | 3.8% | 500 |
Motilal Oswal 5 Year G-Sec FoF | Debt | 500 | 50Cr | 8.0% | 500 |
Motilal Oswal Nifty Midcap 150 Index Fund | Equity | 500 | 2,502Cr | -1.4% | 500. |
Motilal Oswal BSE Low Volatility Index Fund | Equity | 500 | 112Cr | 04.2% | 500 |
Motilal Oswal Asset Allocation Passive FoF (Conservative) | Hybrid | 500 | 59Cr | 10.6% | 500 |
Motilal Oswal Nifty 50 Index Fund | Equity | 500 | 738Cr | 0.7% | 500 |
Motilal Oswal Nifty 500 Index Fund | Equity | 500 | 2,426Cr | -1.3% | 500 |
Motilal Oswal Nifty Bank Index Fund | Equity | 500 | 607Cr | 7.0% | 500 |
Q1. What is the minimum amount to start investing?
You may begin with as low as 500 for a lump sum and SIP as well.
Q2. Is Motilal Oswal Mutual Fund safe?
Yes, it is regulated by SEBI. But returns are market dependent.
Q3. Can I invest online?
Yes, you can invest online using AMC's official website or trusted sites.
Q4. Does Motilal Oswal Mutual Fund offer tax-saving options?
Yes, the Motilal Oswal ELSS Tax Saver Fund aids in tax saving under Section 80C.
Q5. What types of funds does it provide?
It provides equity, debt, and hybrid mutual funds.