Motilal Oswal Asset Management Company Ltd. (MOAMC) is a Mumbai-based AMC, which is the designated Investment Manager of Motilal Oswal Mutual Fund. It was incorporated in 2008 under the Companies Act of 1956. It is also registered as a Portfolio Manager under the SEBI (Portfolio Managers) Regulations, 1993. The AMC is promoted and sponsored by Motilal Oswal Financial Services Ltd. (MOFSL).
Motilal Oswal Mutual Fund is a premier AMC with active operations in over 600 locations across the country. With over 9 Lakh registered clients and over 2400 office premises, Motilal Oswal has a diversified portfolio of financial services under its belt.
Apart from its primary service, which is asset management, Motilal Oswal AMC also indulges in several other financial activities in an advisory capacity to offshore funds as business consultancy, portfolio management and research exchange.
About the Trustee
Incorporated on 14 November 2008, Motilal Oswal Trustee Company Limited (MOTCL) is the trustee to Motilal Oswal Mutual Funds. The Trustee is in compliance with SEBI (MF) Regulations and reviews the operations of the AMC in accordance to the provisions laid out by the apex body.
About the Sponsor
Motilal Oswal Financial Services Limited (MOFSL), the company that sponsors Motilal Oswal Mutual Funds, is a diversified financial service provider, also based out of Mumbai. They offer a wide range of financial services and products including but not limited to retail brokerage, private wealth management, investment banking, currency broking as well as the distribution of institutional asset management.
MOFSL was established in May 2005 and commenced its operations from June of the same year. With a 9 Lakh strong clientele, many of whom are High Net Worth individuals, MOFSL is a prominent name in the financial landscape of this country.
Over the years, MOFSL has acquired several companies such as Motilal Oswal Venture Capital Advisors Pvt. Ltd., Motilal Oswal Securities Ltd. and Peninsular Capital Markets Ltd. During FY07-08, MOFSL made its first Initial Public Offer (IPO) of 2,982,710 shares which were priced at Rs. 5 each.
After the acquisition of a few more companies such as Antop Traders Pvt. Ltd. and Motilal Oswal Insurance Brokers, MOFSL received in-principal approval of SEBI to set up mutual fund business. It is at this point that MOFSL started sponsoring Motilal Oswal Asset Management Company (MOAMC).
MOAMC launched its first mutual fund in 2010, the same year MOFSL crossed Rs. 1000 Crore mark in net worth. Incidentally, MOAMC became the first AMC to ring the NASDAQ Stock Market opening bell in 2011.
MOAMC crossed the $1 Billion mark in PMS assets and equity mutual funds in 2016, a number that it reached in record time. Later the same year, MOAMC expanded its operations to the international arena, as it launched Motilal Oswal India Fund (MOIF).
Within a year, MOAMC crossed $2.5 billion in equity assets, a 150% growth in just a year. Currently, Motilal Oswal Mutual Fund has a portfolio with a net AuM of Rs. 45,993.97 Crore. - Motilal Oswal Mutual Fund offers 34 schemes across various categories, including 14 equity, 5 debt, and 5 hybrid mutual funds, and has an AUM of Rs 45,993.97 crores.
| Mutual fund name | Motilal Oswal Mutual Fund | |||
| Asset management company name | Motilal Oswal Asset Management Company Pvt Ltd. | |||
| AMC Setup Date | November 14, 2008 | |||
| AMC Incorporation Date | November 14, 2008 | |||
| Sponsor name | Motilal Oswal Financial Services Limited | |||
| Trustee organisation | Motilal Oswal Trustee Limited | |||
| Name of trustees | Mr. Sandip Ghose | Mr. Viraj Kulkarni | Mr. Vijay Agarwal | Mr. Vishal Tulsyan |
| MD and CEO | Mr. Navin Agarwal | |||
| CIO | Mr. Navin Agarwal | |||
| Compliance Officer | Aparna Karmase | |||
| Investor Service Officer | Jamin Dinesh Majethia | |||
| Total AUM (as of end of last quarter) | Rs. 50796 Cr. |
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The investment process of Motilal Oswal Mutual Funds is quick, hassle-free and entirely transparent. The best part about it is that the process is completely online so that you can invest at your own convenience.
Follow these steps to invest in Motilal Oswal Mutual Fund online.
Step 1: Visit the Groww website and create your account there. Existing users will just need to log in.
Step 2: Upload documents that can act as a proof of identity. Any government-issued documents such as Voter ID card, Passport, Driving License, Aadhaar card, PAN card etc. can be used as valid proofs of identity.
Step 3: Upload documents that can serve as proof of address. Apart from PAN, the other documents are all applicable in this step as well. Apart from those, you may also use your Ration card or utility bills as valid proofs of address.
Step 4: Choose an investment tenure you feel comfortable with. You may choose between long-term, mid-term or short term investments.
Step 5: Choose a level of risk. The available options are low, medium and high.
Step 6: From the available choices, select a particular Motilal Oswal Mutual Fund of your choice to invest in.
Step 7: Select ‘Start SIP’ or ‘Invest One Time’ as per your preference. The first option will start an SIP while the latter will help you make a substantial one-time Motilal Oswal Mutual Fund online investment.
That completes the entire investment process. Once you have completed it, your Groww account will synchronise with the developments. You may expect to see the changes in your Groww report within the next 3 to 4 business days.
1. Mr. Ashish Agrawal
With nearly 15 years of experience in the financial services sector, Mr. Ashish Agrawal is a Vice President and the Head of Dealing at Motilal Oswal, apart from being an astute fund manager. Mr. Agrawal has spent several years as a Sales Trader at FPIs, and insurance companies before moving on to mutual funds in the Institutional Equities brokerage sector.
A PGDBM in Finance from Institute of Management Technology (IMT), Ghaziabad, Mr. Agrawal has worked in various capacities at leading financial organisations in India and abroad before joining Motilal Oswal. Some of the more recognisable names in his career portfolio include Edelweiss Capital where he worked as a Senior Manager – Institutional Equities for 4 years ending in 2009, after which he joined RBS Equities India Limited as an Associate Director. He then joined the Citigroup Global Markets Ltd. as a Vice President in Sales Trading, before finally moving on to Motilal Oswal Mutual Funds where he has been working for the past three years.
2. Mr. Akash Singhania
Mr. Akash Singhania is an Executive Group Vice President and a key Fund Manager at MOAMC. He has over 13 years of experience in this field.
Mr. Agrawal is a Gold medallist from the Institute of Chartered Accountants in India (ICAI) as well as the Institute of Company Secretaries in India (ICSI). He has also done his PGDM in Finance from the prestigious Indian Institute of Management, Lucknow.
Mr. Agrawal has had early exposure to the international financial sector as he did his PGDM internship in collaboration with Copenhagen Business School, Denmark and Unilever India. He started his career as an Equity Analyst at ICICI Prudential AMC Ltd., before moving on to Deutsche Asset Management as the Head of Equity. Mr. Agrawal left that post to join PGIM Prudential US Pramerica AMC as its Deputy CIO of Equities, a job he left in 2017 to join MOAMC.
At MOAMC, Mr. Agrawal manages funds worth Rs. 18,149 Crore spread across 14 schemes. Some of the key funds that he endorses include Motilal Oswal Multicap 35 Fund Direct-Growth, Motilal Oswal Midcap 30 Fund Direct-Dividend, Motilal Oswal Equity Hybrid Fund Direct-Growth and Motilal Oswal Dynamic Fund Direct Dividend Yearly.
3. Mr. Abhiroop Mukherjee
Mr. Abhiroop Mukherjee has been with MOAMC as a Fund Manager since 2011. As a pivotal part of the Fund Management team at the AMC, Mr. Mukherjee oversees several schemes cutting across Equity, Debt and Balanced Funds.
Before he was a part of MOAMC, Mr. Mukherjee worked at PNB Gilts Ltd. as an Assistant Vice President of Fixed Income. He holds a PGPBF in Finance from National Institute of Bank Management apart from a B.Com degree from Calcutta University.
At MOAMC, Mr. Agrawal is responsible for managing 21 schemes with AuM of just over Rs. 2,000 Crore. Some of the funds in his portfolio that have ensured highest returns are Motilal Oswal Focused 25 Fund Direct Growth, Motilal Oswal Focused 25 Fund Direct-Dividend Payout, Motilal Oswal Ultra Short Term Fund-Direct Dividend Weekly, and Motilal Oswal Equity Hybrid Fund Direct Growth.
Now let us jump and check about these top 15 mutual fund schemes.
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 37.25% & 29.12%. The Motilal Oswal Midcap Fund comes under the Equity category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal Midcap Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹9,819Cr |
| 1Y Returns | 55.7% |
Fund Performance: The Motilal Oswal Large and Midcap Fund comes under the Equity category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal Large and Midcap Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹4,036Cr |
| 1Y Returns | 48.5% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 26.32% & 22.88%. The Motilal Oswal ELSS Tax Saver Fund comes under the Equity category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal ELSS Tax Saver Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹3,402Cr |
| 1Y Returns | 52.4% |
Fund Performance: The Motilal Oswal Nifty Midcap 150 Index Fund comes under the Other category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal Nifty Midcap 150 Index Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹1,527Cr |
| 1Y Returns | 52.1% |
Fund Performance: The Motilal Oswal Nifty 500 Index Fund comes under the Other category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal Nifty 500 Index Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹1,105Cr |
| 1Y Returns | 33.1% |
Fund Performance: The Motilal Oswal Nifty 50 Index Fund comes under the Other category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal Nifty 50 Index Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹468Cr |
| 1Y Returns | 21.9% |
Fund Performance: The Motilal Oswal 5 Year G-Sec FoF Fund comes under the Other category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal 5 Year G-Sec FoF Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹16Cr |
| 1Y Returns | 6.2% |
Fund Performance: The Motilal Oswal Nifty Smallcap 250 Index Fund comes under the Other category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal Nifty Smallcap 250 Index Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹691Cr |
| 1Y Returns | 56.6% |
Fund Performance: The Motilal Oswal Nifty Next 50 Index Fund comes under the Other category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal Nifty Next 50 Index Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹259Cr |
| 1Y Returns | 57.7% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 17.82% & 15.81%. The Motilal Oswal Flexi Cap Fund comes under the Equity category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal Flexi Cap Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹10,012Cr |
| 1Y Returns | 49.2% |
Fund Performance: The Motilal Oswal Asset Allocation Passive FoF - Aggressive Fund comes under the Other category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal Asset Allocation Passive FoF - Aggressive Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹65Cr |
| 1Y Returns | 26.2% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 12.7% & 15.7%. The Motilal Oswal Focused Fund comes under the Equity category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal Focused Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹1,861Cr |
| 1Y Returns | 22.2% |
Fund Performance: The Motilal Oswal Asset Allocation Passive FoF - Conservative Fund comes under the Other category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal Asset Allocation Passive FoF - Conservative Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹42Cr |
| 1Y Returns | 18.3% |
Fund Performance: The Motilal Oswal Multi Asset Fund comes under the Hybrid category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal Multi Asset Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹101Cr |
| 1Y Returns | 14.7% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 5.02% & 4.87%. The Motilal Oswal Ultra Short Term Fund comes under the Debt category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Motilal Oswal Ultra Short Term Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹169Cr |
| 1Y Returns | 6.7% |
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