Motilal Oswal Mutual Fund

Key Information

Mutual Fund : Motilal Oswal Mutual Fund
Setup Date : 29-Dec-2009
Incorporation Date : 14-Nov-2008
Sponsor : Motilal Oswal Financial Services Ltd
Trustee : Motilal Oswal Trustee Company Limited
Chairman : NA

CEO / MD : Mr. Navin Agarwal
CIO : Mr. Manish Sonthalia
Compliance Officer : Ms. Aparna Karmase
Investor Service Officer : Mr. Juzer Dalal
Assets Managed : ₹ 33,560.98 crore (as on 31-Mar-2023)

Other Details

Auditors : M/s SR Batliboi Co. LLP
Custodians : Deutsche Bank A.G.
Registrars : KFin Technologies Pvt. Ltd.
Website : www.motilaloswalmf.com

Address : Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi,Mumbai Mumbai 400025
Telephone Nos : 022-39804263
Fax Nos : 022-30896884
E-mail : mfservice@motilaloswal.com

Schemes Managed

Scheme Name	Crisil Rank	Category	Risk	3Y Return (%)	AUM (Cr) (₹)
Motilal Oswal Flexi Cap Fund - Growth	5	Flexi Cap Fund	Very High	19.18	8,368.09
Motilal Oswal Flexi Cap Fund - Direct Plan - Growth	5	Flexi Cap Fund	Very High	20.24	8,368.09
Motilal Oswal Nasdaq 100 ETF (MOSt Shares NASDAQ 100)	NA	Index Funds/ETFs	Very High	14.09	5,793.11
Motilal Oswal Nasdaq 100 ETF (MOSt Shares NASDAQ 100)	NA	Index Funds/ETFs	Very High	17.30	5,793.11
Motilal Oswal Midcap Fund - Growth	1	Mid Cap Fund	Very High	41.89	4,033.33
Motilal Oswal Midcap Fund - Direct Plan - Growth	1	Mid Cap Fund	Very High	43.61	4,033.33
Motilal Oswal Nasdaq 100 Fund of Fund (MOFN100FOF) - Regular - Growth	NA	Fund of Funds	Very High	15.30	3,582.09
Motilal Oswal Nasdaq 100 Fund of Fund (MOFN100FOF) - Direct - Growth	NA	Fund of Funds	Very High	15.76	3,582.09
Motilal Oswal S&P 500 Index Fund (MOFSP500) - Regular Plan - Growth	NA	Index Funds/ETFs	Very High	14.82	2,664.03
Motilal Oswal S&P 500 Index Fund (MOFSP500) - Direct Plan - Growth	NA	Index Funds/ETFs	Very High	15.52	2,664.03
Motilal Oswal Long Term Equity Fund - Growth	3	ELSS	Very High	28.00	2,236.58
Motilal Oswal Long Term Equity Fund - Direct Plan - Growth	3	ELSS	Very High	29.64	2,236.58
Motilal Oswal Focused Fund - Growth	5	Focused Fund	Very High	20.49	1,703.16
Motilal Oswal Focused Fund - Direct Plan - Growth	5	Focused Fund	Very High	21.95	1,703.16
Motilal Oswal Large and Midcap Fund - Direct Plan - Growth	2	Large & Mid Cap Fund	Very High	33.40	1,543.35
Motilal Oswal Large and Midcap Fund - Regular Plan - Growth	3	Large & Mid Cap Fund	Very High	31.26	1,543.35
Motilal Oswal Nifty Midcap 150 Index Fund (MOFMIDCAP) - Direct Plan - Growth	NA	Index Funds/ETFs	Very High	36.67	701.56
Motilal Oswal Nifty Midcap 150 Index Fund (MOFMIDCAP) - Regular Plan - Growth	NA	Index Funds/ETFs	Very High	35.64	701.56
Motilal Oswal Balance Advantage Fund - Growth	NA	Dynamic Asset Allocation or Balanced Advantage	High	10.55	623.84
Motilal Oswal Balance Advantage Fund - Direct Plan - Growth	NA	Dynamic Asset Allocation or Balanced Advantage	High	11.94	623.84
Motilal Oswal Nifty 500 Index Fund (MOFNIFTY500) - Regular Plan - Growth	NA	Index Funds/ETFs	Very High	27.97	418.39
Motilal Oswal Nifty 500 Index Fund (MOFNIFTY500) - Direct Plan - Growth	NA	Index Funds/ETFs	Very High	28.80	418.39
Motilal Oswal Equity Hybrid Fund - Growth	4	Aggressive Hybrid Fund	Very High	17.19	394.88
Motilal Oswal Equity Hybrid Fund - Direct Plan - Growth	4	Aggressive Hybrid Fund	Very High	19.08	394.88
Motilal Oswal Liquid Fund - Growth	1	Liquid Fund	Low to Moderate	3.87	392.93
Motilal Oswal Liquid Fund - Direct Plan - Growth	1	Liquid Fund	Low to Moderate	4.03	392.93
Motilal Oswal Nifty Bank Index Fund (MOFNIFTYBANK) - Regular Plan - Growth	NA	Index Funds/ETFs	Very High	35.07	387.96
Motilal Oswal Nifty Bank Index Fund (MOFNIFTYBANK) - Direct Plan - Growth	NA	Index Funds/ETFs	Very High	36.05	387.96
Motilal Oswal Nifty Smallcap 250 Index Fund (MOFSMALLCAP) - Direct Plan - Growth	NA	Index Funds/ETFs	Very High	41.50	341.01
Motilal Oswal Nifty Smallcap 250 Index Fund (MOFSMALLCAP) - Regular Plan - Growth	NA	Index Funds/ETFs	Very High	40.52	341.01
Motilal Oswal Nifty 50 Index Fund (MOFNIFTY50) - Regular Plan - Growth	4	Index Funds/ETFs	Very High	27.50	264.57
Motilal Oswal Nifty 50 Index Fund (MOFNIFTY50) - Direct Plan - Growth	4	Index Funds/ETFs	Very High	28.04	264.57
Motilal Oswal Nifty Midcap 100 ETF (MOSt Shares M100)	NA	Index Funds/ETFs	Very High	37.83	210.63
Motilal Oswal Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth	NA	Index Funds/ETFs	Very High	0.00	143.97
Motilal Oswal Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth	NA	Index Funds/ETFs	Very High	0.00	143.97
Motilal Oswal Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth	NA	Index Funds/ETFs	Very High	0.00	143.97
Motilal Oswal Nifty Next 50 Index Fund (MOFNEXT50) - Regular Plan - Growth	NA	Index Funds/ETFs	Very High	21.02	124.90
Motilal Oswal Nifty Next 50 Index Fund (MOFNEXT50) - Direct Plan - Growth	NA	Index Funds/ETFs	Very High	21.83	124.90
Motilal Oswal Ultra Short Term Fund - Regular Plan - Growth	5	Ultra Short Duration Fund	Low	3.40	97.08
Motilal Oswal Ultra Short Term Fund - Direct Plan - Growth	5	Ultra Short Duration Fund	Low	3.91	97.08
Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive - Growth	NA	Aggressive Hybrid Fund	Very High	0.00	54.58
Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive - Direct Plan - Growth	NA	Aggressive Hybrid Fund	Very High	0.00	54.58
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative - Direct Plan - Growth	NA	Conservative Hybrid Fund	High	0.00	42.03
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative - Growth	NA	Conservative Hybrid Fund	High	0.00	42.03
Motilal Oswal MSCI EAFE Top 100 Select Index Fund - Regular Plan - Growth	NA	Index Funds/ETFs	Very High	0.00	37.08
Motilal Oswal MSCI EAFE Top 100 Select Index Fund - Regular Plan - Growth	NA	Index Funds/ETFs	Very High	0.00	37.08
Motilal Oswal MSCI EAFE Top 100 Select Index Fund - Direct Plan - Growth	NA	Index Funds/ETFs	Very High	0.00	37.08
Motilal Oswal Nifty M50 ETF (MOSt Shares M50)	3	Index Funds/ETFs	Very High	28.31	30.90
Motilal Oswal Nifty M50 ETF (MOSt Shares M50)	3	Index Funds/ETFs	Very High	28.31	30.90
Motilal Oswal Gold and Silver ETFs Fund of Funds - Direct Plan - Growth	NA	Fund of Funds	Very High	0.00	27.60
Motilal Oswal Nasdaq Q50 ETF	NA	Index Funds/ETFs	Very High	0.00	23.37
Motilal Oswal Nasdaq Q50 ETF	NA	Index Funds/ETFs	Very High	0.00	23.37
Motilal Oswal S&P BSE Enhanced Value Index Fund - Regular Plan - Growth	NA	Index Funds/ETFs	Very High	0.00	20.52
Motilal Oswal S&P BSE Enhanced Value Index Fund - Direct Plan - Growth	NA	Index Funds/ETFs	Very High	0.00	20.52
Motilal Oswal S&P BSE Low Volatility Index Fund - Regular Plan - Growth	NA	Index Funds/ETFs	Very High	0.00	18.81
Motilal Oswal S&P BSE Low Volatility Index Fund - Direct Plan - Growth	NA	Index Funds/ETFs	Very High	0.00	18.81
Motilal Oswal Nifty 200 Momentum 30 ETF	NA	Index Funds/ETFs	Very High	0.00	16.75
Motilal Oswal S&P BSE Low Volatility ETF	NA	Index Funds/ETFs	Very High	0.00	15.40
Motilal Oswal Nifty G-Sec May 2029 Index Fund - Direct Plan - Growth	NA	Index Funds/ETFs	Moderate	0.00	11.40
Motilal Oswal Nifty G-Sec May 2029 Index Fund - Regular Plan - Growth	NA	Index Funds/ETFs	Moderate	0.00	11.40
Motilal Oswal Nifty G-Sec May 2029 Index Fund - Regular Plan - Growth	NA	Index Funds/ETFs	Moderate	0.00	11.40
Motilal Oswal 5 Year G-Sec Fund of Fund - Regular Plan - Growth	NA	Fund of Funds - Debt	Moderate	0.00	10.37
Motilal Oswal 5 Year G-Sec Fund of Fund - Direct Plan - Growth	NA	Fund of Funds - Debt	Moderate	0.00	10.37
Motilal Oswal S&P BSE Enhanced Value ETF	NA	Index Funds/ETFs	Very High	0.00	7.40
Motilal Oswal S&P BSE Enhanced Value ETF	NA	Index Funds/ETFs	Very High	51.00	7.40
Motilal Oswal S&P BSE Quality ETF	NA	Index Funds/ETFs	Very High	0.00	7.31
Motilal Oswal S&P BSE Quality ETF	NA	Index Funds/ETFs	Very High	0.00	7.31
Motilal Oswal S&P BSE Healthcare ETF	NA	Index Funds/ETFs	Very High	0.00	6.05
Motilal Oswal S&P BSE Quality Index Fund - Regular Plan - Growth	NA	Index Funds/ETFs	Very High	0.00	5.30
Motilal Oswal S&P BSE Quality Index Fund - Direct Plan - Growth	NA	Index Funds/ETFs	Very High	0.00	5.30
Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth	NA	Index Funds/ETFs	Very High	0.00	4.75
Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Regular Plan - Growth	NA	Index Funds/ETFs	Very High	0.00	4.75
Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund - Direct Plan - Growth	NA	Index Funds/ETFs	Very High	0.00	4.75

Invest in bonds online

Motilal Oswal Mutual Fund

Key Information

Other Details

Schemes Managed