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Motilal Oswal Mutual Fund

Looking for some uniquely constructed high-conviction fund? Enhance your wealth creation with a range of funds from Motilal Oswal

History of Motilal Oswal Mutual Fund

Established in 2008, Motilal Oswal Mutual Fund is one of India’s leading asset management companies. MOMF is sponsored by Motilal Oswal Financial Services Limited (MOFSL).. From their humble beginnings, they’ve transformed into a financial powerhouse, managing assets worth over Rs. 690000+ crores as of January 2024 with 30 professionals taking care of it. They manage more than 17 Lakhs portfolios.

Vision and mission

Vision

Empowering investors to achieve financial prosperity through innovative and reliable investment solutions at Motilal Oswal Mutual Fund

Vision and mission

Mission

Committed to delivering consistent returns and fostering financial well-being by blending expertise, technology, and integrity in every investment journey

Awards and Recognition

  • Overall MOFSL: Great Place to Work & Best Marketing Initiative in BFSI.
  • Top Fund Rankings: Recognized by publications for consistent performance.
  • Specific Scheme Awards: Accolades for best small-cap and wealth creation funds.

Top 5 Performing Motilal Oswal Mutual Funds by Category

Equity:

Fund Name (Direct-Growth)

1-Year Return (%)

3-Year Return (%)

AUM (Cr.)

Motilal Oswal Midcap Fund

56.51

33.72

4623.64

Motilal Oswal Small Cap Fund

57.46

37.32

3002.04

Motilal Oswal Flexi Cap Fund

45.00

34.32

12301.00

Motilal Oswal Large and Midcap Fund

45.00

31.52

3240.00

Motilal Oswal ELSS Tax Saver Fund

35.24

30.47

10714.32

Debt:

Fund Name (Direct-Growth)

1-Year Return (%)

3-Year Return (%)

AUM (Cr.)

Motilal Oswal Ultra Short Term Fund

6.50

6.53

847.52

Motilal Oswal Cash Management Fund

6.40

6.05

495.00

Motilal Oswal Banking & PSU Debt Fund

7.00

7.24

3198.98

Motilal Oswal Saving Bond Fund

4.54

5.60

3201.00

Motilal Oswal Short Duration Fund

5.02

5.87

7102.41

Hybrid:

Fund Name (Direct-Growth)

1-Year Return (%)

3-Year Return (%)

AUM (Cr.)

Motilal Oswal Balance Advantage Fund

25.6

11.94

817.255

Advantage of Investing with Motilal Oswal Mutual Fund

  • Diverse range of schemes: A diverse range of 34 schemes across various categories: Catering to investor needs with options in Equity, Debt, and Hybrid Mutual Funds.
  • Experienced fund management team: Led by seasoned professionals with proven track records in navigating market cycles. Leveraging deep research and cutting-edge technology to identify high-potential opportunities
  • Active investment approach: Proactive portfolio management to capitalize on market opportunities and mitigate risks.

How to Invest in the Motilal Oswal Mutual Fund Online?

To invest in Motilal Oswal Mutual Fund from the comfort of your home, just follow these quick and easy steps:

  1. Log in to your Fincover account.
  2. Complete the KYC verification process by Uploading valid documentation and identity proofs as per requirements.
  3. Click on Mutual Funds under investments, enter a few details
  4. Select the best Motilal Oswal Mutual Fund scheme as per your investment horizon and risk appetite.
  5. If you’re making a lump sum investment, click on the ‘Buy Now’ option.
  6. If you are starting an SIP (Systematic Investment Plan), select ‘Start SIP’.