Motilal Oswal Mutual Fund

Established in the year 2008, Motilal Oswal Mutual Fund is promoted by Motilal Oswal Financial Services Limited, a diversified financial services firm based in India.

Motilal Oswal Mutual Fund is one of the premier Asset Management Company in India that continues to stay on its vision to offer focused equity mutual fund investment solutions, alternative investments, and portfolio management services based on equity expertise. Motilal Oswal Mutual Fund offers diverse investment solutions under various categories - equity funds, hybrid funds, debt funds, and solution-oriented funds to cater to investors across various risk-return spectrum.

Motilal Oswal Mutual Fund has offices across India in various locations. Motilal Oswal Mutual Fund manages total assets under management of ₹20,029.30 crores as on 31st July 2020.

Motilal Oswal Mutual Fund caters to a wide investor base with varying investment needs, time horizon, risk profile, and appetite as well as return expectations. The performance of the funds is calculated based on various factors such as historic performance, consistency in performance, the fund manager's track record, and various risk ratios.

As of right now, investors have a choice of investing in 16 Motilal Oswal Mutual Fund schemes that are spread across different fund categories.

This is a list of the top-performing Motilal Oswal Mutual Funds across various fund categories:

Equity Funds of Motilal Oswal Mutual Fund aim to provide wealth creation opportunities to the investors in the long run by predominantly investing in equity or equity-related instruments based on various investment strategies. The element of risk in these Motilal Oswal Mutual Fund varies from high to moderately high depending on the underlying securities in each fund's portfolio and the volatility in the equity market.

There are 13 open-ended Equity schemes by Motilal Oswal Mutual Funds. With strong equity expertise, Motilal Oswal Mutual Fund has a strong equity fund base. The total AUM of all these 13 schemes is ₹17,602.23 Crores as on 31st July 2020.

This is a list of the top-performing Motilal Oswal Mutual Funds in the equity category.

Debt Funds of Motilal Oswal Mutual Funds invest in various debt instruments such as Treasury Bills, Government Securities and Bonds, Corporate Bonds, Commercial Papers, and Term Deposits, etc. in order to provide steady income and reasonable growth of investments. The degree of risk in Debt Fund of Motilal Oswal Mutual Funds ranges between moderate and low which makes it a best-suited investment option for risk-averse or very conservative investors. Right now, Motilal Oswal Mutual Fund offers only one open-ended scheme in this category.

This is a list of the top-performing Motilal Oswal Mutual Fund in the debt category.

Hybrid Funds of Motilal Oswal Mutual funds or sometimes called as Motilal Oswal Balanced funds invest in two or more asset classes (equity or equity-related instruments or debt securities) in order to offer dual benefits of capital appreciation and steady income to investors.

Motilal Oswal Mutual Funds offer two hybrid funds. Both these hybrid funds can be categorized as moderately risky funds.

These two Hybrid schemes offered by Motilal Oswal Mutual funds with an AUM of Rs.1, 452.42 as of 31st July 2020.

Here is a list of top-performing Motilal Oswal Mutual Funds in the hybrid category.

Tax Saving Fund of Motilal Oswal Mutual Funds is an ELSS (Equity Linked Savings Scheme) fund which provides tax benefit to its investors. Tax saving mutual funds offer the benefit of capital appreciation with its investment in equity and equity-related instruments as underlying securities in the fund's portfolio along with offering the benefit of tax-saving. The investment into the fund qualifies for income tax deduction under Section 80C of the Income Tax Act, 1961.

However, the fund comes with the mandated lock-in tenure of three years since the investment qualifies as a tax deduction U/S 80C. In comparison to other tax-saving instruments available in the industry, ELSS funds offer high growth opportunities through its equity allocation along with the least lock-in tenure. The minimum investment amount in these Motilal Oswal Mutual Funds online is with ₹500 only.

There is only one open-ended tax-saving fund of Motilal Oswal Mutual Fund and this one is called Motilal Oswal Long Term Equity Fund with an AUM of Rs 1,537.35 crores as on 31st July 2020 plus a lock-in period of 3-years.

ELSS Funds are Multi-cap Equity funds. So, a Motilal Oswal Long Term Equity Fund invests in various companies of various market capitalization and sector, thereby creating a diversified portfolio for the investor. The risk of investment is thus spread across the length and breadth of the scheme.

• Motilal Oswal Multicap 35 Fund

  • Investment Objective:

    The basic fund objective of the Motilal Oswal Multicap 35 Fund is to achieve potential capital growth over the long-term by investing in a maximum of 35 equity and equity-related instruments of various companies across the sector and market capitalization.

  • Fund Details:

    The fund category is 'Multicap Equity Funds' with an AUM of ₹11,159.84 Crores as on 31st July 2020. The scheme was launched on 28-April-2014. This Motilal Oswal Mutual Fund NAV for the Direct Plan, Growth was ₹27.48 as on 28-Aug-2020 and the same for Regular Plan, Growth was ₹25.87. The fund has given 17.29% average annualized return (CAGR) since inception.

    The benchmark for this particular scheme is the NIFTY 500 TRI Index and the fund managers are Mr. Akash Singhania, Mr. Swapnil Mayekar, and Mr. Abhiroop Mukherjee

    The expense ratio of the Motilal Oswal Multicap 35 Fund is 0.96 % for direct plans and the same for regular plans is 1.86%. There would be a 1% exit load applicable if you redeem on or before 15 days from the date of investment.

    Motilal Oswal Multicap 35 Fund mainly invests in the energy, financial, and technology sectors. Here is the detailed table on holding for this scheme.

    The portfolio holdings as on 31st July 2020 is:

    Company	Sector	% Assets
    Reliance Industries	Energy	9.35
    HDFC Life Insurance	Financial	8.23
    HDFC Bank	Financial	6.87
    Infosys	Technology	5.14
    Maruti Suzuki India	Automobile	5
    HDFC	Financial	4.74
    Eicher Motors	Automobile	4.39
    Bajaj Finance	Financial	4.32
    AU Small Finance Bank	Financial	4.27
    Bharti Airtel	Communication	4.08
    Britannia Inds.	FMCG	3.73
    Tata Consultancy Services	Technology	3.64
    Kotak Mahindra Bank	Financial	3.63
    United Spirits	FMCG	3.61
    ICICI Lombard General Insurance Company	Financial	3.47
    Vaibhav Global	Cons Durable	3.44
    Hindustan Unilever	FMCG	3.13
    Asian Paints	Chemicals	3.04
    Titan Company	Cons Durable	2.7
    Petronet LNG	Energy	2.47
    Nestle India	FMCG	2.42
    Hero Motocorp	Automobile	1.66
    Alkem Laboratories	Healthcare	1.53
    Muthoot Finance	Financial	1.36
    HDFC Asset Management Company	Financial	1.07

    The minimum lump sum investment in Motilal Oswal Multicap 35 Fund is Rs 500 and for SIP also it is ₹500.

• Motilal Oswal Dynamic Fund

  • Investment Objective:

    The fund objective of the Motilal Oswal Dynamic Fund is to create potential high growth opportunities over the long-term horizon by predominantly investing in equity, equity derivatives and other equity related instruments.

  • Fund Details:

    The fund category is 'Dynamic Asset Allocation Funds' under THE hybrid category. It has an AUM of ₹1,119.57 Crores as on 31st July 2020. The scheme was launched on 27-September-2016. This Motilal Oswal Mutual Fund NAV for the Direct Plan, Growth was ₹14.20 as on 28-Aug-2020 and the same for Regular Plan, Growth was ₹13.59. The fund has given a 9.37% average annualized return (CAGR) since inception. The benchmark for this scheme is CRISIL Hybrid 50+50- Moderate Index TRI and the fund managers are Mr. Akash Singhania and Mr. Abhiroop Mukherjee.

    The expense ratio of the Motilal Oswal Dynamic Fund is 1.20 % for direct plans and the same for regular plans is 2.26%. There would be an exit load of 1% if you redeem more than 12% of units on or before completion of 365 days from the date of investment.

    Motilal Oswal Dynamic Fund mainly invests in the energy, financial, and technology sectors. Here is the detailed table on holding for this scheme.

    The portfolio holdings as on 31st July 2020 is:

    Company	Sector	% of Total AUM
    Reliance Industries	Energy	5.83
    Axis Bank	Financial	5.2
    ICICI Bank	Financial	5.12
    HDFC Life Insurance	Financial	4.91
    HDFC Bank	Financial	4.18
    Infosys	Technology	3.15
    Maruti Suzuki India	Automobile	2.94
    HDFC	Financial	2.89
    Bajaj Finance	Financial	2.65
    AU Small Finance Bank	Financial	2.58
    Eicher Motors	Automobile	2.53
    Bharti Airtel	Communication	2.42
    Tata Consultancy Services	Technology	2.26
    Kotak Mahindra Bank	Financial	2.23
    Britannia Inds.	FMCG	2.18
    United Spirits	FMCG	2.11
    ICICI Lombard General Insurance Company	Financial	2.04
    Hindustan Unilever	FMCG	1.91
    Asian Paints	Chemicals	1.87
    Titan Company	Cons Durable	1.66
    Nestle India	FMCG	1.51
    Petronet LNG	Energy	1.44
    Hero Motocorp	Automobile	0.99
    Alkem Laboratories	Healthcare	0.94
    Muthoot Finance	Financial	0.86

    The minimum lump sum investment in Motilal Oswal Dynamic Fund is ₹500 and also for SIP it is ₹500.

• Motilal Oswal Focused 25 Fund

  • Investment Objective:

    The fund objective of the Motilal Oswal Focused 25 Fund is to generate long-term capital growth by investing in 25 well-researched large-cap stocks with long-term growth potential and sustainable competitive advantage.

  • Fund Details:

    The fund category is 'Focused equity funds' under Equity funds with an AUM of ₹1,240.96 Crores as on 31st July 2020. The scheme was launched on 13-May-2013. This Motilal Oswal Mutual Fund NAV for the Direct Plan, Growth was ₹26.12 as on 28-Aug-2020 and the same for Regular Plan, Growth was ₹23.66. The fund has given 12.52% average annualized return (CAGR) since inception. The benchmark for this scheme is the NIFTY 50 TRI Index and the fund managers are Mr. Siddharth Bothra and Mr. Abhiroop Mukherjee.

    The expense ratio of the Motilal Oswal Focused 25 Fund is 1.03% for direct plans and the same for regular plans is 2.29%. There would be an exit load of 1% If you redeem on or before 15 days from the date of investment.

    Motilal Oswal Focused 25 Fund mainly invests in the financial, energy, technology, and services sector. Here is the detailed table on holding for this scheme.

    The portfolio holdings as on 31st July 2020 is:

    Company	Sector	% of Total AUM
    HDFC Bank	Financial	8.32
    Reliance Industries	Energy	8.25
    Kotak Mahindra Bank	Financial	7.86
    HDFC	Financial	7.53
    HDFC Life Insurance	Financial	7.45
    Tata Consultancy Services	Technology	6.04
    Container Corp.	Services	5.46
    PI Industries	Chemicals	5.23
    Abbott India	Healthcare	4.57
    ICICI Bank	Financial	4.1
    Avenue Supermarts	Services	4
    Procter & Gamble Health	Healthcare	3.38
    Shree Cement	Construction	3.11
    Eicher Motors	Automobile	2.78
    Dr. Reddy's Lab	Healthcare	2.7
    Maruti Suzuki India	Automobile	2.63
    ABB	Engineering	2.61
    Infosys	Technology	2.49
    ICICI Lombard General Insurance Company	Financial	2.45
    CRISIL	Financial	2.06
    Mahindra Logistics	Services	1.25
    Ultratech Cement	Construction	1
    Bharti Airtel	Communication	0.81

    The minimum lump sum investment in Motilal Oswal Focused 25 Fund is ₹500 and for SIP also it is ₹500.

• Motilal Oswal Long Term Equity Fund

  • Investment Objective:

    The fund objective of the Motilal Oswal Long Term Equity Fund is to generate capital growth over the long-term horizon with a diversified portfolio of equity and equity-related instruments along with providing tax advantage.

  • Fund Details:

    The fund category is 'Equity Linked Savings Scheme' under equity funds with an AUM of ₹1,537.35 Crores as on 31st July 2020. The scheme was launched on 21-Jan-2015. This Motilal Oswal Mutual Fund NAV for the Direct Plan, Growth was ₹18.34 as on 28-Aug-2020 and the same for Regular Plan, Growth was ₹17.01. The fund has given an 11.44% average annualized return (CAGR) since inception. The benchmark for this scheme is Nifty 500 TRI and the fund managers are Mr. Aditya Khemani and Mr. Abhiroop Mukherjee.

    The expense ratio of the Motilal Oswal Long Term Equity Fund is 0.78 % for direct plans and the same for regular plans is 2.21%. There would be no exit load. However, the fund comes with a lock-in period of 3 years.

    Motilal Oswal Long Term Equity Fund mainly invests in the financial, FMCG, and healthcare sectors. Here is the detailed table on holding for this scheme.

    The portfolio holdings as on 31st July 2020 is:

    Company	Sector	% of Total AUM
    HDFC Bank	Financial	7.91
    ICICI Bank	Financial	7.19
    Hindustan Unilever	FMCG	6.89
    Muthoot Finance	Financial	5.71
    Torrent Pharmaceuticals	Healthcare	5.52
    Bharti Airtel	Communication	5.26
    United Breweries	FMCG	5.11
    Jubilant FoodWorks	Services	4.69
    Dr. Lal Pathlabs	Healthcare	3.97
    Axis Bank	Financial	3.85
    HDFC Life Insurance	Financial	3.72
    Phoenix Mills	Construction	3.62
    Max Financial Services	Financial	3.07
    Maruti Suzuki India	Automobile	3.05
    3M India	Services	3.01
    Whirlpool	Cons Durable	2.98
    Larsen & Toubro	Construction	2.81
    Cholamandalam Invest. & Fin.	Financial	2.3
    Crompton Greaves Consumer Electricals	Cons Durable	2.26
    ICICI Lombard General Insurance Company	Financial	2.13
    Page Industries	Textiles	1.92
    Shree Cement	Construction	1.89
    Kotak Mahindra Bank	Financial	1.89
    Birla Corporation	Construction	1.85
    Petronet LNG	Energy	1.83

    The minimum lump sum investment in Motilal Oswal Long Term Equity Fund is ₹500 and for SIP also it is ₹500.

• Motilal Oswal Midcap 30 Fund

  • Investment Objective:

    The fund objective of the Motilal Oswal Midcap 30 Fund is to provide capital appreciation opportunities over the long-run by predominantly investing in quality midcap stocks (not more than 30 stocks) that have higher growth potential and competitive advantage.

  • Fund Details:

    The fund category is 'Midcap funds' under equity funds with an AUM of ₹1,504.75 Crores as on 31st July 2020. The scheme was launched on 24-Feb-2014. This Motilal Oswal Mutual Fund NAV for the Direct Plan, Growth was ₹27.41 as on 28-Aug-2020 and the same for Regular Plan, Growth was Rs. 25.30. The fund has given a 16.75% average annualized return (CAGR) since inception. The benchmark for this scheme is the NIFTY Midcap 100 TRI Index and the fund manager is Mr. Niket Shah

    The expense ratio of the Motilal Oswal Midcap 30 Fund is 1.11 % for direct plans and the same for regular plans is 2.22%. There would be an exit load of 1% if you redeem on or before 15 days from the date of investment.

    Motilal Oswal Midcap 30 Fund mainly invests in the chemicals, healthcare, and automobile sectors. Here is the detailed table on holding for this scheme.

    The portfolio holdings as on 31st July 2020 is:

    Company	Sector	% of Total AUM
    Coromandel International	Chemicals	7.45
    Ipca Laboratories	Healthcare	7.41
    Endurance Technologies	Automobile	6.41
    PI Industries	Chemicals	6.09
    Crompton Greaves Consumer Electricals	Cons Durable	6.01
    Abbott India	Healthcare	5.11
    Hindustan Unilever	FMCG	4.37
    Avenue Supermarts	Services	3.94
    TeamLease Services	Services	3.65
    Metropolis Healthcare	Healthcare	3.63
    Voltas	Cons Durable	3.55
    Bajaj Finance	Financial	3.21
    Max Financial Services	Financial	3.03
    AU Small Finance Bank	Financial	2.93
    Bata India	FMCG	2.72
    Nestle India	FMCG	2.72
    CreditAccess Grameen	Financial	2.45
    Navin Fluorine International	Chemicals	2.32
    Honeywell Automation	Engineering	2.24
    Astral Poly Technik	Chemicals	2.07
    Tube Investments Of India	Automobile	2.02
    Page Industries	Textiles	1.96
    Phoenix Mills	Construction	1.9
    Ajanta Pharma	Healthcare	1.82
    The Ramco Cements	Construction	1.82

    The minimum lump sum investment in Motilal Oswal Midcap 30 Fund is ₹500 and for SIP also it is ₹500.

To know more about our Motilal Oswal Mutual Fund Schemes, an investor can contact at:

To invest in Motilal Oswal Mutual Fund online as an investor you can download the ET Money App and then invest through the same. You can explore funds suitable for your requirement based on multiple factors like consistency in returns, the risk of the fund, fund performance, etc. before investing in the same.

Motilal Oswal Mutual Fund online investment can easily be done through the ET Money website or App. All you need to do is click on 'MF by Category', then opt for the subtype that you would like to choose from the options like, 'Diversification', 'Market capitalization', 'Solution'(eg.ELSS) or 'Sector & Theme'. Then you can opt for the Motilal Oswal SIP or Lumpsum online. The funds display the latest details of the returns and NAV.

In order to choose the fund in which you wish to invest, you can filter the same based on parameters like 'Risk Rating', 'Value Research Rating', Fund Size and 'Consistency'. Then you can opt for the amount that you wish to invest through a SIP or lump sum, depending on your choice.

The Motilal Oswal Mutual Fund has a highly qualified team with rich professional experience in the space of fund management and financial markets to provide the best possible investment solutions to investors. They are the capital market specialists who conduct extensive research, analyze economic trends in order to implement the investment strategy. Some of the key people involved in managing Motilal Oswal Mutual Fund Schemes are -

• Mr. Akash Singhania:

  Executive Group Vice President - Fund Manager

  Mr. Singhania has an overall experience of 16 years with vast knowledge in fund management and equity markets. Prior to joining Motilal Oswal, Mr. Singhania was associated with PGIM AMC as Deputy CIO Equities, Deutsche AMC as Head of Equities, and ICICI Prudential AMC as Senior Analyst- PMS. Mr. Singhania is an MBA (in Finance & Marketing) graduate from IIM Lucknow. He has also completed Company Secretary from ICSI and Chartered Accountancy from ICAI in 2001.

• Mr. Siddharth Bothra:

  Senior Vice President - Fund Manager

  Mr. Siddharth Bothra has an overall experience of 13 years in the field of research and investments. Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited. During his stint with Motilal Oswal Securities Limited, he has won many recognitions such as ET Reuters Starmine Awards No.1 Earnings Estimator 2009 Real estate and Zee Business TV - India's Best Analyst Awards 2009 infrastructure. He holds an MBA degree from the Indian School of Business, Hyderabad, and an MBA International Student Exchange NYU Stern School of Business (New York).

• Mr. Swapnil Mayekar:

  Fund Manager

  Mr. Swapnil Mayekar has over 10 years of experience in the financial services industry. Prior to joining Motilal Oswal AMC, he was associated with Business Standard Limited as a Research Associate. From the last 5 years, he has been a part of the fund management and product development team. He holds a postgraduate degree in Commerce (Financial Management) from the University of Mumbai.

• Mr. Niket Shah:

  Vice President - Co Fund Manager

  Mr. Niket Shah has over 9 years of experience in the financial services industry. Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Mid Caps Research, Edelweiss Securities Limited as Research Analyst-Midcaps and Religare Capital Markets Limited as Associate Research Analyst-Midcaps. He holds an MBA degree in Finance from the Welingkar Institute of Management Studies.

• Mr. Abhiroop Mukherjee:

  Associate Vice President - Fund Manager, Fixed Income

  Mr. Abhiroop Mukherjee brings over 6 years of experience in Fixed Income Securities Trading. Prior to joining Motilal Oswal AMC, he was associated with PNB Gilts Limited, Mumbai. Mr. Mukherjee is a PGPBF (Finance) from the National Institute of Bank Management.