Motilal Oswal Mutual Fund, managed by Motilal Oswal Asset Management Company (MOAMC), offers diverse investment options. They are known for their wide reach and substantial client accounts. Read More
SEBI-registered portfolio manager Motilal Oswal Asset Management Company (MOAMC) is the asset manager of Motilal Oswal Mutual Fund (MOMF). MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL), a listed company on India’s top stock exchanges – BSE and NSE. The company was registered with SEBI in 2009.
In addition to asset management, Motilal Oswal AMC also serves as an advisor in offshore funds in the fields of portfolio management, business consultancy, and research exchange. Here are some of the highlights of the AMC:
| Founding date | 29th December 2009 |
| AMC Incorporation date | 14th November 2008 |
| Headquarters in | Mumbai |
| Name of the sponsors | Motilal Oswal Financial Services Ltd |
| Trustee organisation | Motilal Oswal Trustee Company Ltd |
| MD and CEO | Mr. Prateek Agrawal (CEO) |
| Chief Investment Officer | Mr Manish Sonthalia |
| Compliance Officer | Ms Aparna Karmase |
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Varun Sharma
Fund Manager since Feb 2011 (14 years)
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Mr. Sharma has a Bachelor’s degree in Business Studies from Sukhdev College of Business Studies and a PGDM from IIM Calcutta. Before joining Franklin Templeton Asset Management (India) Pvt. Ltd. he worked with ICICI Securities as an equity research analyst and Credit Analysis and Research Limited as a ratings analyst.
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Niket Shah
Fund Manager since Jul 2017 (7 years)
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Mr. Shah has a MBA in Finance from Welingkar Institute of Management. Before joining Motilal Oswal AMC, he worked at Motilal Oswal Securities Limited as the Head of Midcaps Research, at Edelweiss Securities Ltd. as Research Analyst - Midcaps and at Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps.
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Swapnil Mayekar
Fund Manager since Sep 2024 (7 months)
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Swapnil Mayekar did his M.Com from Mumbai University. He worked at Fortis Securities and Business Standard before joining Motilal Oswal Asset Management Company as the Associate Vice President - Fund Manager.
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Rakesh Shetty
Fund Manager since Mar 2023 (2 years)
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Ajay Khandelwal
Fund Manager since Aug 2024 (8 months)
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Mr. Ajay Khandelwal, Executive Group Vice President – Fund Management, has 14 years of experience in fund management and research. A CFA Level 3 candidate, he holds a PGDM from TAPMI, Manipal, and a B.E. in Electrical Engineering from MITS, Gwalior. Previously, he was a Fund Manager at Canara Robeco AMC, managing their Small Cap Fund. He began his career as a Research Analyst at BOI AXA Investment Managers, focusing on IT and BFSI sectors through detailed data analysis.
Investing in the Motilal Oswal Mutual Fund is a hassle-free process on Angel One. You just have to follow these steps:
Step 1: Log in to your Angel One account with your registered mobile number. You will have to validate the OTP and finally enter your MPIN.
Note: If you don’t have an Angel One Demat account, you can open one in just a few minutes by fulfilling the KYC procedure and submitting the required documents.
Step 2: Find the most suited Motilal Oswal MF based on your goals and risk profile. Learn more about each fund offered by the AMC on the Angel One app or https://www.angelone.in/mutual-funds. When evaluating the funds, consider the following:
Step 3: Once you choose the Motilal Oswal Mutual Fund scheme you want to invest in, open your Angel One Demat account and head to the Mutual Funds section. Search for the mutual fund that you have shortlisted. Then,
Investing in Motilal Oswal Mutual Fund through Angel One is a straightforward, digitally-enabled process. You’ll only need to provide essential documents for a hassle-free KYC:
Angel One simplifies the KYC verification process, ensuring efficient access to Motilal Oswal Mutual Fund for both new and returning investors. Our user-friendly platform is designed to help you reach your financial goals. Your KYC process will be completed within 48-72 business hours, allowing you to begin your mutual fund journey promptly
| Scheme | Category | AUM (in ₹ Cr) | 3-Yr Returns (%) | 1-Yr Return (%) |
| Motilal Oswal Midcap Fund | Equity | 24,488.00 | 28.81 | 21.75 |
| Motilal Oswal Nasdaq 100 FOF | Equity | 6,586.76 | 23.24 | 40.53 |
| Motilal Oswal Large & Midcap Fund | Equity | 8,446.92 | 20.49 | 9.96 |
| Motilal Oswal Nifty Midcap 150 Index Fund | Equity | 1,981.68 | 19.52 | 1.99 |
| Motilal Oswal ELSS Tax Saver Fund | Equity | 3,876.23 | 19.39 | 7.53 |
| Motilal Oswal Flexi Cap Fund | Equity | 11,855.06 | 19.32 | 18.39 |
| Motilal Oswal S&P 500 Index Fund | Equity | 3,880.36 | 18.22 | 28.39 |
| Motilal Oswal Nifty Smallcap 250 Index Fund | Equity | 796.09 | 15.50 | -5.48 |
| Motilal Oswal Nifty Next 50 Index Fund | Equity | 288.85 | 14.00 | 1.90 |
| Motilal Oswal Nifty 200 Momentum 30 Index Fund | Equity | 840.59 | 13.64 | -6.69 |
Note: All data is as of February 2025, and the selected funds have demonstrated the highest Compound Annual Growth Rate (CAGR) over the past 3 years.
The Motilal Oswal Midcap Fund is an open-ended equity scheme that primarily invests in mid-cap companies possessing long-term competitive advantages and growth potential. The fund focuses on a concentrated portfolio of approximately 23 companies, aiming for long-term capital appreciation.
Managed by Niket Shah, Ajay Khandelwal, and Rakesh Shetty, the scheme is benchmarked against the NIFTY Midcap 150 Total Return Index. The fund imposes an exit load of 1% if units are redeemed within 1 year from the date of allotment.
The Motilal Oswal Nasdaq 100 Fund of Fund is an open-ended fund of funds scheme that invests predominantly in units of Motilal Oswal Nasdaq 100 ETF, which in turn tracks the Nasdaq-100 Index. This provides investors with exposure to 100 of the largest non-financial companies listed on the Nasdaq Stock Market.
Managed by Swapnil P. Mayekar, Dishant Mehta, and Rakesh Shetty, the scheme is benchmarked against the Nasdaq-100 Total Return Index. The fund does not impose any exit load, offering flexibility for investors.
The Motilal Oswal Large & Midcap Fund is an open-ended equity scheme investing in both large-cap and mid-cap stocks, aiming to provide long-term capital appreciation by capturing growth opportunities across established and emerging companies.
Managed by Ajay Khandelwal, Atul Mehra, and Rakesh Shetty, the scheme is benchmarked against the NIFTY LargeMidcap 250 Total Return Index. The fund imposes an exit load of 1% if units are redeemed within 1 year from the date of allotment.
The Motilal Oswal Nifty Midcap 150 Index Fund is an open-ended scheme replicating/tracking the NIFTY Midcap 150 Total Return Index. The fund aims to achieve returns that correspond to the performance of the NIFTY Midcap 150 Index, subject to tracking error, by investing in the constituents of the index in the same proportion.
Managed by Swapnil P. Mayekar and Dishant Mehta, the scheme offers investors exposure to a diversified portfolio of mid-cap companies. The fund does not impose any exit load, allowing for flexibility in redemptions.
The Motilal Oswal ELSS Tax Saver Fund is an open-ended equity-linked savings scheme with a statutory lock-in period of 3 years, offering tax benefits under Section 80C of the Income Tax Act. The fund aims to provide long-term capital appreciation by investing predominantly in equity and equity-related instruments across market capitalisations.
Managed by Ajay Khandelwal, Atul Mehra, and Rakesh Shetty, the scheme is benchmarked against the NIFTY 500 Total Return Index. There is no exit load applicable, ensuring ease of redemption post the lock-in period.
The Motilal Oswal Flexi Cap Fund is an open-ended dynamic equity scheme investing across large-cap, mid-cap, and small-cap stocks. The fund seeks to provide long-term capital appreciation by identifying investment opportunities across different sectors and market capitalisations.
Managed by Niket Shah, Ajay Khandelwal, Atul Mehra, and Rakesh Shetty, the scheme is benchmarked against the NIFTY 500 Total Return Index. The fund imposes an exit load of 1% if units are redeemed within 1 year from the date of allotment.
The Motilal Oswal S&P 500 Index Fund is an open-ended scheme replicating/tracking the S&P 500 Index, providing investors with exposure to 500 leading companies listed in the United States. The fund aims to achieve returns that correspond to the performance of the S&P 500 Index, subject to tracking error.
Managed by Sunil Sawant and Rakesh Shetty, the scheme offers diversification benefits by investing in a broad spectrum of industries and sectors within the U.S. economy. The fund does not impose any exit load, allowing for flexibility in redemptions.
The Motilal Oswal Nifty Smallcap 250 Index Fund is an open-ended scheme replicating/tracking the NIFTY Smallcap 250 Total Return Index. The fund aims to achieve returns that correspond to the performance of the NIFTY Smallcap 250 Index, subject to tracking error, by investing in the constituents of the index in the same proportion.
Managed by Swapnil P. Mayekar and Dishant Mehta, the scheme offers investors exposure to a diversified portfolio of small-cap companies. The fund does not impose any exit load, allowing for flexibility in redemptions.
The Motilal Oswal Nifty Next 50 Index Fund is an open-ended scheme replicating/tracking the NIFTY Next 50 Total Return Index. The fund aims to achieve returns that correspond to the performance of the NIFTY Next 50 Index, subject to tracking error, by investing in the constituents of the index in the same proportion.
Managed by Swapnil P. Mayekar and Dishant Mehta, the scheme provides investors with exposure to the next 50 largest companies after the NIFTY 50, offering potential growth opportunities. The fund does not impose any exit load, allowing for flexibility in redemptions.
The Motilal Oswal Nifty 200 Momentum 30 Index Fund is an open-ended scheme that replicates or tracks the NIFTY 200 Momentum 30 Total Return Index. The fund aims to provide returns that correspond to the performance of the NIFTY 200 Momentum 30 Index by investing in the same proportion as the index constituents, focusing on stocks demonstrating strong momentum.
Managed by Swapnil P. Mayekar, Dishant Mehta, and Rakesh Shetty, the scheme offers investors exposure to companies with robust price momentum. The fund does not impose any exit load, allowing for flexibility in redemptions.
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