Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund

Motilal Oswal Asset Management Company Ltd. (AMC) is a limited company incorporated under the Companies Act, 1956 on November 14, 2008, having its Registered Office at 81/82, Bajaj Bhavan, Nariman Point, Mumbai 400021. Motilal Oswal Asset Management Company Ltd. has been appointed as the Investment Manager to Motilal Oswal Mutual Fund by the Trustee vide Investment Management Agreement (IMA) dated May 21, 2009, executed between Motilal Oswal Trustee Company Ltd. and Motilal Oswal Asset Management Company Ltd.

Motilal Oswal Mutual Fund is registered with SEBI under Securities Exchange Board of India (Mutual Funds) Regulations, 1996 vide Registration Code MF/063/09/04 dated December 29, 2009. The Mutual Fund launched its first Mutual Fund scheme - Motilal Oswal MOSt Shares M50 Exchange Traded Fund (An Open Ended ETF) - India's first Fundamentally Weighted ETF Based on Nifty.

Sponsor

Motilal Oswal Mutual Fund is sponsored by Motilal Oswal Securities Limited (previously Passionate Investment Management Private Limited). The Sponsor is the Settlor of the Mutual Fund Trust.

Motilal Oswal Securities Ltd. (MOSL) was founded in 1987 as a small sub-broking unit, with just two people running the show. Focus on customer-first-attitude, ethical and transparent business practices, respect for professionalism, research-based value investing and implementation of cutting-edge technology has enabled it to blossom into an almost 2000 member team.

MOSL is a well-diversified financial services firm offering a range of financial products and services such as Wealth Management, Broking & Distribution, Commodity Broking, Portfolio Management Services, Institutional Equities, Private Equity, Investment Banking Services and Principal Strategies.

Sponsor: Motilal Oswal Securities Limited
Trustee: Motilal Oswal Trustee Company Limi
Investment Manager: Motilal Oswal Asset Management Company Ltd.Statutory Details: Motilal Oswal Mutual Fund, trusts set up under the provisions of Indian Trust Act, 1882 and registered with SEBI vide Registration no. MF/063/09/04.

  • Summary of Motilal Oswal Mutual Fund Schemes

  • No of schemes : 66

  • Corpus under management : Rs. 50745.5221 crs. (as on 31-Mar-2024 )

Balanced (4)

Equity (27)

ETFs (13)

Fund of Funds (5)

Global Funds (1)

Liquid Funds (10)

Ultra Short Term Funds (6)

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Top 5 Motilal Oswal Mutual Fund Funds

Scheme NameNAV(Rs.)1m %3m %6m %1y %3y %
Motilal Oswal Focused Fund (G) 41.20 [2.99] 0.99 11.85 23.86 11.72
Motilal Oswal Nasdaq Q 50 ETF 60.31 [2.27] 3.56 17.21 18.59 -
Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund (G) 13.84 [2.27] 0.03 14.55 39.38 -
Motilal Oswal Balance Advantage Fund (G) 19.38 [2.23] -2.32 4.35 27.02 10.31
Motilal Oswal S&P BSE Healthcare ETF 35.32 [1.33] 0.86 23.63 52.15 -

Motilal Oswal Mutual Fund - AUM Trend(Change)

Change in trend of Motilal Oswal Mutual Fund year on year

Contact Information of Motilal Oswal Mutual Fund

Details of Registered office and service center of Motilal Oswal Mutual Fund

RegisteredService Centre
Motilal Oswal Tower,10th flr Rahimtu-
llah sayani road opp parel st
depot prabhadevi mumbai 4000
Phone : 022-39804263
Email : mfservice@motilaloswal.com
Website : www.motilaloswalmf.com
201,Lumbini Amrutha Chambers,Near
Nagarjuna Circle, Road#3,
Banjara Hills, Hyderabad - 500082
Phone :
Email : mfservice@motilaloswal.com
Website : www.motilaloswal.com/assetmanagement/
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