Motilal Oswal Mutual Fund

Scheme	AUM (in Cr.)	Fund Age	1W	1M	3M	6M	1Y	3Y	5Y
Motilal Oswal Large and Midcap Fund Direct Growth Compare	19,832.30	7 Yrs	3.53%	-3.30%	0.01%	2.01%	0.26%	20.59%	17.43%
Motilal Oswal ELSS Tax Saver Fund Direct Growth Compare	4,889.61	11 Yrs	3.78%	-4.64%	-1.85%	-0.84%	0.93%	19.52%	15.67%
Motilal Oswal Midcap Fund Direct Growth Compare	40,207.50	12 Yrs	2.61%	-2.56%	-3.38%	6.27%	-7.76%	16.93%	18.58%
Motilal Oswal Flexi Cap Fund Direct Growth Compare	13,446.10	12 Yrs	4.58%	-1.70%	-1.19%	8.85%	-3.83%	16.84%	12.46%
Motilal Oswal Focused Fund Direct Growth Compare	1,845.11	13 Yrs	2.98%	-1.79%	5.18%	17.02%	19.34%	14.25%	10.22%
Motilal Oswal Small Cap Fund Direct Growth Compare	8,297.97	2 Yrs	1.71%	-5.03%	-2.60%	11.24%	10.62%	-	-
Motilal Oswal Multi Cap Fund Direct Growth Compare	4,600.83	2 Yrs	3.75%	-1.25%	3.81%	17.42%	5.13%	-	-
Motilal Oswal Large Cap Fund Direct Growth Compare	2,925.26	2 Yrs	2.07%	0.61%	-3.95%	-0.82%	-7.08%	-	-
Motilal Oswal Business Cycle Fund Direct Growth Compare	1,448.77	2 Yrs	2.63%	-4.12%	-3.93%	7.60%	-9.63%	-	-
Motilal Oswal Active Momentum Fund Direct Growth Compare	1,364.10	1 Yrs	2.39%	-4.35%	3.33%	12.12%	14.38%	-	-

About Motilal Oswal Mutual Fund

Motilal Oswal Asset Management Company Ltd. (MOAMC) is based in Mumbai and manages the Motilal Oswal Mutual Fund. Founded in 2008, it is registered under SEBI regulations as a Portfolio Manager.

Motilal Oswal AMC operates in over 600 locations across India, serving more than 23 lakh clients. Besides asset management, the AMC also provides advisory services for offshore funds, business consultancy, portfolio management, and research exchange.

The company is sponsored by Motilal Oswal Financial Services Limited (MOFSL), a diversified financial service provider. After acquiring several companies, Motilal Oswal got SEBI's approval to start a mutual fund business, leading to the creation of Motilal Oswal AMC.

When Motilal Oswal’s AMC launched its first mutual fund in 2010, the same year it gained a net worth that surpassed Rs. 1000 Crore. In 2011, Motilal Oswal became the first asset management company to ring the NASDAQ Stock Market opening bell. By 2016, MOAMC reached $1 billion in PMS and equity mutual fund assets and launched the Motilal Oswal India Fund (MOIF), marking its international expansion.

Motilal Oswal Mutual Fund manages a portfolio with a net AUM of Rs. 80,136 Crore and employs over 30 experienced investment professionals.

Diversification: Investing in Motilal Oswal Mutual Funds allows you to benefit from diversification. By pooling funds from numerous investors and investing in a variety of stocks stocks and securities, these mutual funds mutual funds spread the investment risk. This reduces the likelihood of losing a significant portion of investment due to market fluctuations.

Liquidity: Motilal Oswal Mutual Funds are highly liquid. You can easily buy and sell units, with some funds even offering instant redemption facilities. This means you can have the redeemed funds transferred to your bank account on the same day, providing you with quick access to your money when needed.
Tax Benefits: Motilal Oswal offers a variety of mutual funds, including the Motilal Oswal ELSS Tax Saver Fund . ELSS funds provide tax benefits up to Rs. 1.5 lakhs per financial year under Section 80C of the Income Tax Act. This helps you save a substantial amount on taxes while investing.
Competitive Returns: Motilal Oswal Mutual Funds, especially those investing in the equity market, have the potential to generate competitive returns compared to traditional investment options. Besides capital appreciation, you might also receive dividends on your investments, enhancing your overall returns.
Flexibility: Motilal Oswal Mutual Funds offers flexible investment options. You can choose to make a lump sum investment or opt for a Systematic Investment Plan (SIP). With SIPs, you can decide the investment amount, tenure, and frequency, tailoring your investment to your financial goals.
Transparency: Motilal Oswal Mutual Funds are regulated by the Securities and Exchange Board of India (SEBI), ensuring complete transparency. According to SEBI mandates, all investments made by the fund house are clearly disclosed, allowing you to stay informed about where your money is invested.

Investing in Motilal Oswal Mutual Funds offers a relatively safe option for investors, particularly those new to the financial market. These mutual funds provide diversification benefits by spreading investments across a range of stocks and assets rather than concentrating funds in a single company's shares. This approach helps minimize risk by reducing exposure to any one particular investment.

Motilal Oswal Mutual Funds gives investors access to professionally managed portfolios overseen by experienced fund managers. These experts conduct thorough research and analysis to select a balanced mix of securities, aiming to optimize returns. Additionally, Motilal Oswal Mutual Funds benefit from the strong reputation and credibility of Motilal Oswal Financial Services Limited (MOFSL), further instilling confidence among investors.

However, it's important to understand that all investments, including mutual funds, come with their ups and downs. The performance of these funds can be influenced by market shifts, economic factors, and external events, which can lead to fluctuations in the fund’s underlying assets. Motilal Oswal Mutual Fund works to mitigate these market fluctuations through diversification and expert management, but investors must still be aware of the uncertainties associated with financial markets.

By staying informed and conducting thorough research, investors can make informed decisions tailored to their financial goals.

Investing in Motilal Oswal Mutual Funds through the Dhan platform offers a seamless and efficient process.

Step 1: Open the AppStore or Google Play Store on your smartphone, search for 'Dhan App,' and install it.
Step 2: Launch the app, register by entering your contact number, and click 'I'm Ready to Trade.' Enter the OTP you receive and hit 'Proceed Ahead.'
Step 3: Add your email ID and set up an MPIN for added security.
Step 4: Complete the onboarding by filling in your birth date, Aadhar number, and PAN.
Step 5: Go to the 'Mutual Funds' section after opening a demat account and look for Motilal Oswal mutual fund schemes. Select the scheme you're interested in to view detailed information.
Step 6: Decide on an SIP (Systematic Investment Plan) or a lump sum investment. For SIP, choose your preferred debit date. For a lump sum, simply enter the amount.
Step 7: Confirm your investment in the selected Motilal Oswal mutual fund scheme. You’ll receive a confirmation text and OTP on your registered number
Step 8: After the transaction, monitor your fund’s performance and compare it to benchmarks. To exit your investment, select the redemption option and specify the NAV to sell.

When investing in Motilal Oswal Mutual Funds, you have the option between SIP for regular, fixed investments or a lump sum for a one-time investment. With SIP, you can spread your investments over regular intervals, using the rupee-cost-averaging strategy to minimize the impact of market volatility. This approach allows you to buy more units when prices are low and fewer units when prices are high, potentially lowering the average cost per unit over time.

You can also use the Dhan Motilal Oswal SIP calculator to estimate the potential returns from SIP investments. Visit the Dhan platform now to start your seamless investment journey with Motilal Oswal Mutual Funds.

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