Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund

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.

Trustee

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.

Sponsor

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.

Key information about Motilal Oswal Asset Management Company

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. Viraj Kulkarni
Mr. Vijay Agarwal

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


How to Invest in Motilal Oswal Mutual Fund?

The procedure is simple and online.

  1. Create an account on any reliable mutual fund investment website or AMC's website.

  2. Upload ID proof such as Aadhaar, PAN, Voter ID, passport, or driving licence.

  3. Upload address proof such as Aadhaar, a ration card, a passport, or a utility bill.

  4. Choose your investment duration – short, medium, or long term.

  5. Select your risk level – low, medium, or high.

  6. Choose the Motilal Oswal Mutual Fund scheme you prefer.

  7. Begin with SIP or invest one time.

That's it. Your investment will be credited in a few days.

Top Fund Managers

  • 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.

Popular Motilal Oswal Mutual Fund Schemes

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



FAQs

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.


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