Motilal Oswal Mutual Fund

Overview of Motilal Oswal Mutual Fund

In search of a reliable partner to kickstart your mutual fund journey? Motilal Oswal Asset Management Company Limited is where your search should end with. Since making its way to India’s asset management space in 2009, the mutual fund house has helped investors rake in taller returns through a wide range of equity schemes with both dividend and growth options. Even those who have a low risk-taking appetite, they can enjoy investing in the debt funds of the asset management company (AMC). It can be thus said that Motilal Oswal MF has what investors want to achieve financial empowerment

Equity Funds

The trusted fund house has a myriad of equity funds which have enhanced the size of investor’s wallet over the long term. These equity funds have made it possible by thriving on the high-return proposition of stocks with different market capitalizations. Following are the host of equity funds that you can choose from:

Motilal Oswal Focused 25 Fund

Focused 25 Fund is large cap equity mutual fund launched with an objective to achieve long-term capital appreciation by investing in maximum top 25 large cap stocks that have competitive advantage and growth potential. Fund has some percentage of its corpus allocated towards debt securities to minimize the risk. Equity component is managed by Mr. Siddharth Bothra and the debt component is managed by Mr. Abhiroop Mukherjee.

Motilal Oswal Focused 30 Fund

As you may know, every fund is set up with an investment objective. The objective of the Motilal Oswal Focused MidCap 30 fund is to invest in 30 mid cap companies which shows promising growth potential in the near future. Although the fund is majorly equity dominated, there is a certain percentage allocated towards debt securities to balance the risk involved.

Motilal Oswal Multicap 35 Fund

As the name suggests, the fund is a multicap fund, which invests across diverse categories to balance the risk component. In its perseverance to minimize the risk, it invests in top 35 stocks of large cap, mid cap and small cap companies. Fund was set up with an objective to generate good returns in the long haul by investing majorly in equity and equity related instruments. However, there’s some portion that is invested in debt securities and foreign securities to minimize the risk profile.

Motilal Oswal Long Term Equity Mutual Fund

If you are looking for a tax planning scheme, Motilal Oswal Long Term Equity Mutual Fund is where you should be putting your money. This is an Equity Linked Savings Scheme by Motilal which offers you deduction from total income of up to INR 1.5 lakh under Sec 80C of the Income Tax Act 1961. However, the catch here is that the minimum lock in period for this fund is for 3 years.

Motilal Oswal Hybrid Funds

Investors wanting both capital appreciation and income generation can invest in this hybrid fund, which would keep your money in equity and debt instruments in different proportions.

Motilal Oswal Focused Dynamic Equity Fund

One of the top performing hybrid funds in the realm of mutual fund is the Oswal Focused Dynamic Equity Fund. The dynamic equity fund aims to achieve capital appreciation by investing in a host of securities like equity, debt, money market instruments, equity derivatives and units issued by REITs and InvITs.

What are the Modes of Investment in Motilal Oswal Mutual Fund?

You can invest in the mutual fund schemes by choosing any of the lump sum or SIP modes. If you choose the former option, you then need to invest the entire amount in go. This does not mean you cannot make any further investment. If you wish to invest further, there are arrangements through the lumpsum methodology. On the other hand, the SIP allows you to invest in a mutual fund scheme at any of the following frequencies:

  • Daily
  • Weekly
  • Fortnightly
  • Monthly
  • Quarterly
  • Half-yearly
  • Annually

What is Motilal Oswal Mutual Fund NAV?

Net Asset Value (NAV) is a popular term used in mutual fund investments. It’s actually the market value of underlying securities that vary daily based on the quantity and quality of trading. The NAV is calculated by subtracting the debts from the assets of a fund. The resultant sum is then divided by the number of outstanding units to arrive at NAV. While the assets comprise of securities and liquid cash, the debt portion includes the accrued expenses, registrar fees, administration charges, distributor commission, etc.

How to Check Motilal Oswal Mutual Fund Performance?

The performance of a mutual fund can be determined by the returns provided by it to the investors over a period of time. You can thus check the returns online and be aware of the performance pertaining to Motilal Oswal MF schemes.

Where to Find Motilal Oswal Mutual Fund Common Application Form?

You can download the Common Application Form online by visiting the website of Motilal Oswal Mutual Fund. You need to fill in necessary personal, professional and investment related details and submit it to the AMC via Wishfin, an online advisory of mutual fund investment and other financial products, for further processing. Once the details are fed successfully, you will receive a confirmation SMS on your registered mobile number stating the beginning of your MF journey with Motilal Oswal.

How to Invest in Motilal Oswal Mutual Fund Online @ Wishfin

YIf you wish to invest in Motilal Oswal Mutual Funds, you can do so through Wishfin, a financial marketplace, where you can choose the best sector funds for you and rule out the ones that doesn’t seem a great fit by comparing. To invest, all you have to do is follow the below mentioned steps:

  • Log on to www.wishfin.com
  • Go to ‘Mutual Funds’
  • Click on on ‘Login/Register

If you are a new investor who is keen on investing, you need to follow the below mentioned registration process.

Registration Steps:

  • Mention your mobile number
  • Click on ‘Next’
  • Enter the One-time Password (OTP) received on your mobile number
  • Click on ‘Verify and Continue’
  • Mention full name, email, city
  • Create a password that must have the required number of alphabets, numeric and special characters
  • Click on ‘Sign Up’
  • Mention a few more details before the registration can be made successfully

Login Steps

  • Mention your email or mobile number
  • Click on ‘Get OTP’ to receive the same
  • Enter OTP at the prescribed space
  • Click on ‘Login’
  • Go to ‘Explore Mutual Funds’
  • Go to ‘Our AMCs’ and then click on ‘Motilal Oswal’
  • Click on ‘Equity/Hybrid/Tax Planning’ (whichever you wish to invest in)
  • Finally, click on Invest.

How to Get Motilal Oswal Mutual Fund Account Statement?

You can access mutual fund statement on your registered email ID as well as the AMC’s website. The statement will show investment details such as the number of MF units being held, NAV, number and amount of SIP installments made, among others. Keep an eye on the statement that comes to your e-mail ID each month to get updated as to where your investment stands.

Motilal Oswal Mutual Fund Customer Care

Don’t hesitate to call the customer care executive on 24x7 toll-free number - 18002006626 to get all your queries sorted be it on NAV, return or account statement.

Board of Directors for Motilal Oswal Asset Management Company Limited

Here’s a list of AMC Directors, Trustee Directors and others? Check out separate lists below.

1. Trustee Directors

  • Mr. Sandip Ghose (Director)
  • Mr. Sunil Goyal (Director)
  • Mr. Brij Gopal Daga (Director)
  • Mr. Vijay Kumar Goel (Associate Director)

2. AMC Directors

  • Mr. Raamdeo Agrawal (Chairman)
  • Mr. Abhaya Hota (Director)
  • Mr. Ashok Jain (Director)
  • Ms. Rekha Shah (Director)
  • Mr. Aashish P Somaiyaa (Managing Director & CEO)

3. Fund Managers

  • Mr. Akash Singhania
  • Mr. Siddharth Bothra
  • Mr. Swapnil Mayekar
  • Mr. Niket Shah
  • Mr. Abhiroop Mukherjee
  • Mr. Herin Visaria
  • Mr. Aditya Khemani

Disclaimer: Mutual Fund Investments are subject to market risks, read all scheme related documents carefully before investing.