Motilal Oswal Mutual Fund
AUM
₹ 92,512 cr.
AMC Age
15 Years
No. Of Schemes
95
Motilal Oswal Mutual Fund, managed by Motilal Oswal Asset Management Company (MOAMC), provides a range of investment solutions tailored to diverse financial goals. Known for its extensive market presence and large client base, the fund offers expertise-driven investment opportunities.
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About Motilal Oswal Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
Motilal Oswal Mutual Fund, managed by Motilal Oswal Asset Management Company Ltd. (MOAMC), was founded on December 29, 2009, as a public limited company under the Companies Act, 1956. It operates as a subsidiary of Motilal Oswal Financial Services Limited (MOFSL), a diversified financial services firm established in 1987 by Motilal Oswal and Raamdeo Agrawal.
Key Features
- Motilal Oswal Mutual Fund provides a broad selection of investment solutions, including equity, debt, hybrid funds, and ETFs.
- With a footprint spanning over 600 locations across India, the fund house serves a growing investor base of more than 900,000 clients.
- MOAMC is led by seasoned professionals, including Mr. Raamdeo Agrawal, who serves as the Chairman of MOFSL and MOAMC.
- With over 42.13 lakh investor accounts, the fund house continues to cater to a wide range of investment needs.
Documents Required
To invest in Motilal Oswal Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact Motilal Oswal Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
Motilal Oswal Mutual Fund Managers
Mr. Ajay Khandelwal
Mr. Atul Mehra
Mr. Bhalchandra Shinde
Mr. Dishant Mehta
Mr. Niket Shah
How To Invest In Motilal Oswal Mutual Fund With Choice?
Motilal Oswal Mutual Fund FAQs
The best Motilal Oswal Mutual Fund depends on your investment goals, risk appetite, and time horizon. Whether you seek long-term capital growth, stable returns, or diversification, Motilal Oswal offers a variety of equity, debt, and hybrid funds to suit different needs. With Choice FinX, you can compare and invest in suitable funds based on your preferences.
Motilal Oswal Mutual Fund schemes are subject to taxation as per government regulations. Equity fund gains are taxed at 20% (short-term) and 12.5% (long-term if gains exceed 1.25 lakh annually). Debt fund gains are taxed as per your income slab. ELSS funds offer tax benefits under Section 80C.
To invest in Motilal Oswal Mutual Fund, you need a PAN card, an Aadhaar card, proof of address (such as a passport, voter ID, or utility bill), a recent passport-sized photograph, and bank account details (a cancelled cheque or statement). KYC compliance is mandatory. With Choice, you can complete the investment process digitally with minimal paperwork.
The minimum investment amount in a Motilal Oswal Mutual Fund, whether via lump sum or SIP, starts at 500.
Returns are calculated based on Net Asset Value (NAV) and market performance. They can be assessed in absolute, annualized, or compounded terms. The formula used is: Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100. Choice offers a real-time mutual fund return calculator to track your portfolio’s performance.
Yes, you can switch between Motilal Oswal Mutual Fund schemes through Choice FinX. The platform enables smooth fund switching, but it’s important to consider exit loads and tax implications based on your holding period before making a switch.
Investing in Motilal Oswal Mutual Funds may involve expense ratios, exit loads, and Securities Transaction Tax (STT). The expense ratio varies by fund and covers management fees. Exit loads apply if you redeem units before the stipulated period. Choice offers a transparent fee structure, helping you make informed decisions.
No, a Demat account is not necessary to invest in Motilal Oswal Mutual Funds through Choice FinX. You can invest directly via the platform, or choose a Demat account if you prefer to hold mutual fund units in electronic format.
You can download your account statement via the Motilal Oswal Mutual Fund website or access it instantly through Choice FinX, which provides real-time tracking and consolidated reports of your investments.
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