Motilal Oswal Mutual Fund: NAV, Performance & Latest MF Schemes

Motilal Oswal Mutual Fund is a 100% subsidiary of Motilal Oswal Securities Limited that provides efficient and well-diversified financial services.

Motilal Oswal Financial Services Limited, launched in 2005, acquired two prominent companies – Motilal Oswal Venture Capital Advisors Private Limited and Motilal Oswal Securities Ltd. Motilal. The acquisition also includes Peninsular Capital Markets Ltd. In 2007-08.

Motilal Oswal Asset Management Co. Ltd was set up on 14 November 2009 and it manages a corpus under the management of Rs. 27993.146 crores as of 31st March 2021 its current offering of mutual fund schemes includes 20 equity,18 debt, and 7 hybrid funds.

Motilal Oswal Asset Management Company is the manager for Motilal Oswal Mutual Funds’ investments. Motilal Oswal AMC was incorporated in 2008 under the Companies Act, of 1956.

The AMC also conducts advisory services to financial consultancies, offshore funds, and the exchange of research on a commercial basis.

Motilal Oswal AMC is one of India’s fastest-growing asset management companies with its operations in more than 600 locations across the country, with over 9 lakh registered clients and about 2400 physical office premises.

The team of the AMC focuses on wholesaling through marquee distribution platforms and having strong relationships backed by a performance track record. 

The vision of Motilal Oswal AMC is to ‘Buy Right, Sit Tight’ strategy for all its investments. Their plans have unique features such as “Low Churn” and “Focused” portfolios.

‘Buy Right’ means to buy quality at the most cost-effective price. ‘Sit Tight’ means to stay invested for a long time to realize the maximum potential of the stocks. Their unique objective is QGLP which means quality, growth, longevity, and price.

Motilal Oswal was also recognized as one of the top 100 best companies to work for in the India & Economics Times survey.

The AMC is sponsored by MOFSL – Motilal Oswal Financial Services Limited. In 2010, the AMC launched its first mutual fund, and in the next year, Motilal Oswal AMC became the first to enter its entity on NASDAQ.

Features of Motilal Oswal Mutual Fund AMC

In 2018, according to the India & Economics Times survey, the Motilal Oswal brand was awarded as one of the top 100 best companies to work for.

1. Motilal Oswal Financial Services is spread in over 600 cities with more than 5000 professionals and 2400 business locations across India. 
2. The company offers a wide range of financial products in Asset Management, Institutional Broking, Private Equity, Private Retail Broking, Investment Banking, Wealth Management, and Home Finance.
3. Its mission incorporates QGLP, ensuring quality, growth, longevity, and price for its investors. The fund managers consider the longevity of the competitive advantage, the fair price of the stocks, the quality of the business, choosing stock for a portfolio, and growth in earnings. 
4. It consists of many funds with good CRISIL ratings. 
5. Motilal Oswal AMC believes in the ‘Buy Right, Sit Tight’ vision to keep track of performance to ensure higher returns.

Important information about Motilal Oswal Mutual Fund

10 top-performing Motilal Oswal Mutual Fund Schemes 

Motilal Oswal has mutual funds in almost all categories permitted by the Securities and Exchange Board of India or SEBI. Here is a list of the ten best-performing Motilal Oswal mutual fund schemes in India.

1. Motilal Oswal Focused 25 Fund Direct-Growth (Category – Equity: Large Cap)

The Scheme’s objective is to attain long-term capital appreciation by investing in up to 25 companies with growth potential and long-term sustainable competitive benefits.

Motilal Oswal Focused on 25 Fund Direct-Growth, with a NAV of 32.6685 (as of 1^st May 2021), in the ‘Equity: Large Cap’ category.

This fund was launched on 13 May 2013 and has given trailing returns of 40.40% in one year and 39.69% in 3 years (as of 30th April 2021).

The fund considers the NIFTY 50 Total Return Index as its benchmark and is currently managed by its fund managers Siddharth Bothra and Abhiroop Mukherjee

Key information

Minimum Investment	INR 500
Minimum SIP Investment	INR 500
Exit Load	Exit load of 1% if redeemed within 15 days
Return Since Inception (13 May 2013):	224.39% (as of 30th April 2021)
Assets	INR 1618.03 Crore (as of 31st March 2021)
Expense Ratio	0.97% (as of 31st March 2021)

2. Motilal Oswal Midcap 30 Fund Direct-Growth (Category – Equity: Midcap)

The scheme aims at long-term capital appreciation by investing in a maximum of 30 quality mid-cap companies having the potential for growth and long-term competitive benefit.

Motilal Oswal Midcap 30 Fund Direct-Growth, with a NAV of 35.5716 (as of 1^st May 2021), in the ‘Equity: Midcap’ category.

This fund was launched on 24 Feb 2014 and has given trailing returns of 59.84% in one year and 28.20% in 3 years (as of 30th April 2021).

The fund considers the NIFTY Midcap 100 Total Return Index as its benchmark and is currently managed by its fund manager Niket Shah

Key information

Minimum Investment	INR 500
Minimum SIP Investment	INR 500
Exit Load	Exit load of 1% if redeemed within 15 days
Return Since Inception (24 Feb 2014):	225.21% (as of 30th April 2021)
Assets	INR 1895.75 Crore (as of 31st March 2021)
Expense Ratio	0.69% (as of 31st March 2021)

3. Motilal Oswal Flexi Cap Fund Direct-Growth (Category – Equity: Multicap)

The Scheme aims to attain long-term capital appreciation by primarily investing in a maximum of 35 equity & equity-related instruments across sectors and market capitalization levels.

Motilal Oswal Flexi Cap Fund Direct-Growth, with a NAV of 32.9833 (as of 1st May 2021), in the ‘Equity: Multicap’ category.

This fund was launched on 28 Apr 2014 and has given trailing returns of 42.31% in one year and 15.37% in 3 years (as of 30th April 2021). The fund considers the NIFTY 500 Total Return Index as its benchmark and is currently managed by its fund manager Akash Singhania.

Key information

Minimum Investment	INR 500
Minimum SIP Investment	INR 500
Exit Load	Exit load of 1% if redeemed within 15 days
Return Since Inception (28 Apr 2014):	231.49% (as of 30th April 2021)
Assets	INR 11872.55 Crore (as of 31st March 2021)
Expense Ratio	0.92% (as of 31st March 2021)

4. Motilal Oswal Focused 25 Fund Direct-IDCW Payout (Category – Equity: Large-cap)

The Scheme aims to attain long-term capital appreciation by investing in up to 25 companies with long-term sustainable competitive advantage and growth potential.

Motilal Oswal Focused 25 Fund Direct-IDCW Payout, with a NAV of 19.1244 (as of 1^st May 2021), in the ‘Equity: Large cap’ category.

This fund was launched on 13 May 2013 and has given trailing returns of 40.40% in one year and 39.69% in 3 years (as of 30th April 2021). The fund considers the NIFTY 50 Total Return Index as its benchmark and is currently managed by its fund managers Siddharth Bothra and Abhiroop Mukherjee.

Key information

Minimum Investment	INR 500
Minimum SIP Investment	INR 500
Exit Load	Exit load of 1% if redeemed within 15 days
Return Since Inception (13 May 2013):	224.93% (as of 30th April 2021)
Assets	INR 1618.03 Crore (as of 31st March 2021)
Expense Ratio	0.97% (as of 31st March 2021)

5. Motilal Oswal Focused 25 Fund Direct-IDCW Reinvestment (Category – Equity: Large-cap)

The Scheme aims to attain long-term capital appreciation by investing in up to 25 companies with long-term sustainable competitive advantage and growth potential.

Motilal Oswal Focused on 25 Fund Direct-IDCW Reinvestment, with a NAV of 19.1244 (as of 1st May 2021), in the ‘Equity: Large cap’ category.

This fund was launched on 13 May 2013 and has given trailing returns of 40.40% in one year and 39.69% in 3 years (as of 30th April 2021). The fund considers the NIFTY 50 Total Return Index as its benchmark and is currently managed by its fund managers Siddharth Bothra and Abhiroop Mukherjee.

Key information

Minimum Investment	INR 500
Minimum SIP Investment	INR 500
Exit Load	Exit load of 1% if redeemed within 15 days
Return Since Inception (13 May 2013):	224.93% (as of 30th April 2021)
Assets	INR 1618.03 Crore (as of 31st March 2021)
Expense Ratio	0.97% (as of 31st March 2021)

6. Motilal Oswal Focused 30 Fund Direct-IDCW Reinvestment (Category – Equity: Mid-cap)

The scheme aims to attain long-term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth.

Motilal Oswal Focused 30 Fund Direct-IDCW, with a NAV of 20.4877 (as of 1^st May 2021), in the ‘Equity: Midcap’ category.

This fund was launched on 24 Feb 2014 and has given trailing returns of 59.84% in one year and 28.20% in 3 years (as of 30th April 2021). The fund considers the NIFTY Midcap 100 Total Return Index as its benchmark and is currently managed by its fund manager Niket Shah.

Key information

Minimum Investment	INR 500
Minimum SIP Investment	INR 500
Exit Load	Exit load of 1% if redeemed within 15 days
Return Since Inception (24 Feb 2014):	255.27% (as of 30th April 2021)
Assets	INR 1895.75 Crore (as of 31st March 2021)
Expense Ratio	0.69% (as of 31st March 2021)

7. Motilal Oswal Focused 30 Fund Direct-IDCW (Category – Equity: Mid-cap)

The scheme aims to attain long-term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth.

Motilal Oswal Focused 30 Fund Direct-IDCW, with a NAV of 20.4877 (as of 1^st May 2021), in the ‘Equity: Midcap’ category.

This fund was launched on 24 Feb 2014 and has given trailing returns of 59.84% in one year and 28.20% in 3 years (as of 30th April 2021). The fund considers the NIFTY Midcap 100 Total Return Index as its benchmark and is currently managed by its fund manager Niket Shah.

Key information

Minimum Investment	INR 500
Minimum SIP Investment	INR 500
Exit Load	Exit load of 1% if redeemed within 15 days
Return Since Inception (24 Feb 2014):	255.27% (as of 30th April 2021)
Assets	INR 1895.75 Crore (as of 31st March 2021)
Expense Ratio	0.69% (as of 31st March 2021)

8. Motilal Oswal Flexi Cap Fund Direct-IDCW (Category – Equity: Multi cap)

The Scheme aims to attain long-term capital appreciation by primarily investing in a maximum of 35 equity & equity-related instruments across sectors and market capitalization levels.

Motilal Oswal Flexi Cap Fund Direct-IDCW, with a NAV of 23.1898 (as of 1^st May 2021), in the ‘Equity: Multicap’ category.

This fund was launched on 28 Apr 2014 and has given trailing returns of 42.31% in one year and 15.37% in 3 years (as of 30th April 2021). The fund considers the NIFTY 500 Total Return Index as its benchmark and is currently managed by its fund manager Akash Singhania.

Key information

Minimum Investment	INR 500
Minimum SIP Investment	INR 500
Exit Load	Exit load of 1% if redeemed within 15 days
Return Since Inception (28 Apr 2014):	231.49% (as of 30th April 2021)
Assets	INR 11872.55 Crore (as of 31st March 2021)
Expense Ratio	0.92% (as of 31st March 2021)

8. Motilal Oswal Flexi Cap Fund Direct-IDCW Reinvestment (Category – Equity: Multi cap)

The Scheme aims to attain long-term capital appreciation by primarily investing in a maximum of 35 equity & equity-related instruments across sectors and market capitalization levels.

Motilal Oswal Flexi Cap Fund Direct-IDCW Reinvestment, with a NAV of 23.1898 (as of 1^st May 2021), in the ‘Equity: Multicap’ category.

This fund was launched on 28 Apr 2014 and has given trailing returns of 42.31% in one year and 15.37% in 3 years (as of 30th April 2021). The fund considers the NIFTY 500 Total Return Index as its benchmark and is currently managed by its fund manager Akash Singhania.

Key information

Minimum Investment	INR 500
Minimum SIP Investment	INR 500
Exit Load	Exit load of 1% if redeemed within 15 days
Return Since Inception (28 Apr 2014):	231.49% (as of 30th April 2021)
Assets	INR 11872.55 Crore (as of 31st March 2021)
Expense Ratio	0.92% (as of 31st March 2021)

10. Motilal Oswal Long-Term Equity Fund Direct-Growth (Category – Taxsaver: ELSS)

ELSS Funds enable long-term wealth accumulation along with the benefit of tax saving and come with a lock-in period of 3 years,. Investing in ELSS Funds makes the investor eligible to claim a tax deduction of up to Rs 1.5 lakh under Section 80C of the Income Tax Act 1961.

Motilal Oswal Long Term Equity Fund Direct-Growth, with a NAV of 24.0191 (as of 1^st May 2021), in the Taxsaver: ELSS category.

This fund was launched on 21 Jan 2015 and has given trailing returns of 50.03% in one year and 24.40% in 3 years (as of 30 April 2021). The fund considers the NIFTY 500 Total Return Index as its benchmark and is currently managed by its fund manager Aditya Khemani.

Key information

Minimum Investment	INR 500
Minimum SIP Investment	INR 500
Exit Load	NIL
Return Since Inception (21 Jan 2015):	137.87% (as of 30th April 2021)
Assets	INR 2048.02 Crore (as of 31st March 2021)
Expense Ratio	0.69% (as of 31st March 2021)

Using the Motilal Oswal Mutual Fund Calculator 

Investments in Motilal Oswal Mutual Funds help them realize how much their current savings can generate returns in the coming years and how to approximate returns they can gauge.

By using the Motilal Oswal Mutual Fund Calculator, the investor can come to terms with expected profits just by entering data like income, amount to be invested, age, expected rate of returns, etc, on the calculator.

The Motilal Oswal Mutual Fund Calculator helps achieve long-term goals by investing in various kinds of mutual funds within the AMC. 

Save Tax by investing in Tax Saving Mutual Funds from Motilal Oswal AMC (ELSS)

Motilal Oswal ELSS Funds are diversified equity funds that offer tax savings under section 80C of the Income Tax Act, 1961, and give the investor an opportunity for long-term wealth creation.

These funds are ideal for investors who have a higher risk appetite and have a lock-in period of 3 years.

Name	Type of Fund	Minimum Investment	Category Returns	3-year returns
Motilal Oswal Long-Term Equity Fund Direct-Growth	ELSS	Rs. 500	3.10% – 22.28%	9.30
Motilal Oswal Long-Term Equity Fund Direct – Dividend Payout	ELSS	Rs. 500	3.10% – 22.28%	9.30

How to invest in Motilal Oswal Mutual Funds via EduFund?

To make investments in Motilal Oswal Mutual Funds online, one will be required to visit EduFund to register and invest in Mutual Funds.

EduFund is a renowned portal registered with AMFI, BSE, and SEBI with zero fees to sign up. The investment logged in by the individual will reflect in his EduFund account within 3-5 business days.

He can also use his Motilal Oswal Mutual Fund login on the organization’s official website (www.motilaloswalmf.com) and click on the ‘Transact Online’ option on the right side of the page.

Mutual fund investment can be made within minutes by following the steps below

Step 1. To invest in Mutual funds, the investor needs to fill out an appropriate application form to start investing.

In case the investor opts for a Systematic Investment Plan (SIP), he would need to fill out two forms; the 1st one will be to open an account, and the 2nd one will mention details about the SIP, which includes details like frequency, amount of installment, tenure, whether monthly/quarterly installments to be invested, etc.

Step 2. The investor must click on the button ‘start’ so that the list of investment options is displayed based on life goals. Investors can choose the mutual fund that suits them the best. Click on the “Continue” button to proceed with the mutual fund investment.

Step 3. The investor may have to Sign up and Create an Account if he is a new investor and submits all his relevant KYC documents.

Step 4. He will have to select the type of fund he wants to invest in and his payment mode.

Step 5. He must check the Plan and Fund Allocation and then click on ‘next’ to make the payment.

Step 6. He should make the payment online by submitting his Bank Details and Money Transfer or by using his debit/credit card. He must select his bank account and PAN Number and save them on the webpage.

Documents required for KYC

• Any individual investing or planning to invest in Motilal Oswal Mutual Fund needs to have relevant KYC documents to invest.
• To complete the KYC and verification process, the investor must submit any one of the following documents as 

Proof of identification

• Passport
• Voter’s ID
• Aadhaar card
• Driving license
• Any document from the Central Government with the identification number
• NREGA job proof

Proof of Address

• Passport
• Voter’s ID
• Aadhaar card
• Driving license
• NREGA job proof
• Any document from the Central Government with the identification number

Why choose Motilal Oswal Mutual Funds from EduFund?

The Motilal Oswal Asset Management Company (MOAMC) is an organization sponsored by Motilal Oswal Securities Limited.

It is responsible for ensuring profitable long-term investments which can generate high returns for the investors using EduFund. 

Benefits are:

• It helps in undertaking business pursuits like providing management services and advisory features. 
• Organizations like research exchanges for commercial purposes, offshore funds, financial consultancies, and so on benefit by investing in Mutual Funds. 
• Motilal Oswal Mutual Fund is highly reputed in the market that caters to the diversified investment needs of investors. 
• Motilal Oswal Mutual Fund falls under the direct investment management of MOAMC, which is quite well-known among investors in India.
• Motilal Oswal Mutual Fund is a premier AMC with over 9 Lakh registered clients, and active operations in over 600 locations across the country. With over 2400 office premises, Motilal Oswal has a diversified portfolio of financial services.

Top Fund managers

Top Fund Managers at Motilal Oswal Asset Management Company (MOAMC)

Equity Fund Managers

1. Mr. Akash Singhania
2. Mr. Siddharth Bothra
3. Mr. Swapnil Mayekar
4. Mr. Niket Shah
5. Mr. Abhiroop Mukherjee
6. Mr. Herin Visaria
7. Mr. Aditya Khemani

1. Akash Singhania – Senior Vice-President and Fund Manager at Motilal Oswal AMC

He successfully navigates the volatility related to midcap stocks and manages Motilal Oswal Mid Cap 30 Fund directly. He has huge experience in managing assets for more than 11 years.

Mr. Singhania is a qualified Company Secretary – Corporate Laws & Taxation from ICSI is a Chartered Accountancy in Accounting & Auditing from ICAI and has completed his PGDM (MBA) in Finance & Marketing from IIM Lucknow.

2. Siddharth Bothra – The senior Vice-President at Motilal Oswal Asset Management Company (MOAMC)

Siddharth Bothra has more than 13 years of experience in research and investments, and he also manages the Motilal Oswal Equity Hybrid Fund, and the Motilal Oswal Focussed 25 Fund. 

He has completed his MBA International Student Exchange at NYU Stern School of Business in New York and B. Com (Honours).

He holds an honors degree in MBA – Post Graduate Program from ISB – Indian School of Business, Hyderabad).

Mr. Bothra is currently the Senior VP and Fund Manager at Motilal Oswal AMC. He was previously associated with Alchemy Share & Stocks, Motilal Securities Ltd., and VCK Share & Stocks. 

3. Swapnil Mayekar – Fund Manager at MOAMC

He is an integral part of the product development team with his key area of expertise in model testing, creating customized indices, quantitative analysis, and building a research database.

He has more than 10 years of experience in the financial services industry. For the past 5 years, he has been part of the product development team and fund management at Motilal Oswal AMC.

Mr. Mayekar was associated with Business Standard Limited, and now he is also the Fund Manager of the Index Funds launched by MOAMC. 

.He has done his post-graduation in Commerce in Finance Management from the University of Mumbai. He manages the ETFs and FOFs at Motilal Oswal AMC, Nifty 500 Fund, Motilal Oswal Nifty Bank Index Fund, Nifty Smallcap 250 Index Fund, Motilal Oswal Nifty Next 50 Index Fund, Nifty Midcap 150 Index Fund, and Multi-Asset Fund.

4. Niket Shah – Vice President – Associate Fund Manager at Motilal Oswal Mutual Fund

Niket Shah is a Fund Manager at MOAMC with 9 years of experience and looks after MO Midcap 30 Fund. He has massive experience as he was a part of Motilal Oswal Securities Limited as Head of Midcaps Research, and a Research Analyst at Edelweiss Securities Ltd. and Religare Capital Markets before he joined MOAMC. 

He has done his Master’s in Business Administration in Finance from Welingkar Institute of Management studies. Mr. Shah has more than nine years of experience.

5. Mr. Akash Singhania – Executive Group Vice President and Fund Manager at Motilal Oswal Mutual Fund

Mr. Singhania has more than 16 years of professional experience, of which 14 years in Fund Management. Before joining the fund house, he was with PGIM AMC, Deutsche AMC, ICICI Prudential AMC, E&Y, KPMG, and PWC. 

Mr. Singhania completed PGDM,  a Master’s in Business Administration in Finance & Marketing from IIM Lucknow. He has also completed his Chartered Accountancy from ICAI & Company Secretary from ICSI. Also, he holds a B. Com (Hons.) degree. 

He manages mutual funds like Motilal Oswal Equity Hybrid Fund, Motilal Oswal Midcap 30 Fund, Motilal Oswal Multicap 35 Fund, and hybrid fund Motilal Oswal Dynamic Fund (Dynamic Asset Allocation).

6. Mr. Herin Visaria – Fund Manager – Foreign Securities

Mr. Visaria has more than 11 years of experience in Derivatives Research, Sales Trading, and Dealing. Before joining the Motilal Oswal AMC fund house, he was associated with Bank of Baroda Capital Markets Ltd., Motilal Oswal Securities Ltd, and Religare Capital Markets Ltd. He currently manages Motilal Oswal Multicap 35 Fund and Motilal Oswal NASDAQ 100 ETF.

7. Mr. Aditya Khemani – Fund Manager at Motilal Oswal Mutual Fund

Mr. Khemani has more than 14 years of experience in the role of portfolio manager for the last 10 years in Indian equity markets. Before enrolling with Motilal Oswal AMC, he worked with SBI Mutual Fund, ICICI Prudential AMC, HSBC AMC, and Morgan Stanley Advantage Services.

Mr. Khemani holds a PGDM from IIM, Lucknow, and B. Com (Hons.) degree. Currently, he is handling Mid-cap Fund, Motilal Oswal Large, and Motilal Oswal Long Term Equity Fund.

Debt fund manager

1. Mr. Abhiroop Mukherjee – the AVP and Fund Manager – Fixed Income at Motilal Oswal AMC

Mr. Mukherjee has more than six years of experience in Fixed Income Securities trading. Mr. Mukherjee has an explicit experience of over 6 years in Fixed Income Securities trading.

Before joining Motilal Oswal MF, he was working with PNB Gilts Ltd. He is designated as AVP & Fund Manager at MOAMC of Motilal Oswal Most 10-year Gilt Fund and Most Ultra Short Term Fund and heads Fixed Income Securities. 

Mr. Mukherjee holds a B. Com (Hons.) from Calcutta University and has a PGPBF (Finance) from the National Institute of Bank Management. 

He currently manages mutual funds like Focused 25 Fund, Motilal Oswal Nasdaq 100 FOF, Ultra Short Term Fund, Motilal Oswal Equity Hybrid Fund, and Motilal Oswal Liquid Fund.

Select EduFund for investing in Motilal Oswal Mutual Fund

EduFund makes the process of investing in Motilal Oswal mutual funds convenient. EduFund’s experienced consultants give you customized solutions for all your financial goals. You can start investing from a lowly INR 5,000 and grow your capital comfortably.

With EduFund, you get the following benefits

• Customized Research-Based Financial Plan – EduFund’s scientific fund tracker screens over 1 lakh data points and 400 financial scenarios to recommend you the best mutual funds. 
• Customer-Friendly Counsellors Help You Create a Financial Plan – EduFund’s counselors are trained to handle all kinds of queries from customers. They spend as much time with you as you need and resolve all your issues to help you create a robust financial plan.
• Invest Less, Earn More – Not only the best Indian mutual funds, but EduFund also offers you the facility to invest in US Dollar ETFs and international mutual funds.
• Use Free Tools – EduFund offers various free tools for its customers, including College Savings Calculator, SIP calculator, etc. 
• No Technical Expertise Required – You do not need to be an expert in finance to understand which mutual fund is the best for you. EduFund does it for you.
• Value-Added Benefits – You may get value-added benefits like no commission, free advisory, and nil-hidden charges.
• Secure Transactions – EduFund is RIA-registered and uses top-class 128-SSL security to enable safe transactions.
• Special Support for Children’s Education – EduFund has a dedicated team of experts who help you fulfill your children’s educational goals. 

Consult an expert advisor to get the right plan