Motilal Oswal Mutual Fund

• Motilal Oswal Focus 25 Fund
  • Fund Type open ended equity scheme Fund Manager Mr. Siddharth Bothra, Mr. Abhiroop Mukherjee, and Mr. Gautam Sinha RoyRisk Factor Moderately highInvestment Objective of Motilal Oswal Focus 25 FundMotilal Oswal Focus 25 Fund aims to achieve capital appreciation on a long-term basis through investment in more than 25 companies that hold a sustainable competitive advantage and have a recorded growth potential.
  • Who is Motilal Oswal Focus 25 Fund for?
  • The Motilal Oswal Focus 25 Fund is for investors who are seeking to generate wealth via long-term investment in companies that have a higher growth potential and a sustainable competitive advantage.
  • For units redeemed on or before one year from the allotment date – 1%
  • For units redeemed one year after the allotment date – NIL (no chargeable exit load)
  • For units switched between MOF25,MOF30, MOF35 & MOFDYNAMIC – no chargeable exit load
• Motilal Oswal Midcap 30 Fund
  • Fund TypeOpen ended equity schemeEntry LoadNILExit LoadBenchmarkNifty Free Float Midcap 100 TRIFund ManagerMr. Akash Singhania and Mr. Abhiroop MukherjeeRisk FactorModerately highInvestment Objective of Motilal Oswal Midcap 30 FundMotilal Oswal Midcap 30 Fund aims to achieve capital appreciation on a long-term basis through investment in at least 30 standard midcap companies that hold great growth potential and competitive advantages.Who is Motilal Oswal Midcap 30 Fund for?The Motilal Midcap 30 Fund is suitable for investors who are seeking to generate wealth through investment in equity products in at least 30 quality midcap companies that hold great growth potential and competitive advantages.
  • For units redeemed on or before one year from the allotment date – 1%
  • For units redeemed one year after the allotment date – NIL (no chargeable exit load)
  • For units switched between MOF25,MOF30, MOF35 & MOFDYNAMIC – no chargeable exit load
  • For unit switch between options incorporated within the scheme – no chargeable exit load
  • Investor has the choice to extract upto 12% per annum from the original investment cost (OIC) within 1 year (from date of investment) with no exit load’
• Motilal Oswal Multicap 35 Fund
  • Fund ManagerMr. Gautam Sinha Roy, Mr. Abhiroop Mukherjee, and Mr. Swapnil Mayekar, and Mr. Siddharth BothraRisk FactorModerately highInvestment Objective of Motilal Oswal Multicap 35 FundMotilal Oswal Multicap 35 Fund aims to achieve capital appreciation on a long-term basis through primary investment in at least 35 equity and equity-related financial products across market-capitalisation degrees and sectors.Who is Motilal Oswal Multicap 35 Fund for?The Motilal Oswal Multicap 35 Fund is for investors who are seeking to acquire capital growth via long-term investment in at least 35 equity and equity-related financial instruments across market-capitalisation levels and sectors.
  • For units redeemed on or before one year from the allotment date – 1%
  • For units redeemed one year after the allotment date – NIL
  • For units switched between MOF25,MOF30, MOF35 & MOFDYNAMIC – no chargeable exit load
  • For unit switch between options incorporated within the scheme – no chargeable exit load
• Motilal Oswal Long Term Equity Fund
• Fund TypeOpen ended equity-linked savings scheme with 3 year statutory lock in. Fund Manager Mr. Gautam Sinha Roy and Mr. Abhiroop MukherjeeRisk FactorModerately highInvestment Objective of Motilal Oswal Long Term Equity FundMotilal Oswal Long Term Equity Fund aims to achieve capital appreciation on a long-term basis from a multifaceted portfolio of primarily equity and equity-related financial instruments. However, there is typically no assurance of the achievement of the investment objective.Who is Motilal Oswal Long Term Equity Fund for?The Motilal Oswal Long Term Equity Fund is for investors who are seeking to achieve capital growth via long-term investment in equity and equity-related financial instruments primarily.
• Motilal Oswal Dynamic Fund
  • Fund TypeOpen ended dynamic asset allocation mutual fund Aggressive TRIFund ManagerMr. Gautam Sinha Roy, Mr. Siddharth Bothra, and Mr. Abhiroop MukherjeeRisk FactorModerately highInvestment Objective of Motilal Oswal Dynamic Fund
  • Motilal Oswal Dynamic Fund aims to achieve capital appreciation on a long-term basis via primary investment in equity and equity-related financial products which include equity derivatives, money market products, debt, and REIT and InvIT issued units.Who is Motilal Oswal Dynamic Fund for?The Motilal Oswal Dynamic Fund is for investors who are seeking to achieve capital growth via primary investment in debt instruments, equities, and equity derivatives.
  • For units redeemed on or before one year from the allotment date – 1%
  • For units redeemed one year after the allotment date – NIL
  • For units switched between MOF25,MOF30, MOF35 & MOFDYNAMIC – no chargeable exit load
  • For unit switch between options incorporated within the scheme – no chargeable exit load
• Motilal Oswal Ultra Short Term Fund
  • Fund TypeOpen ended ultra short-term debt schemeEntry LoadNILExit LoadNILBenchmarkCRISIL Ultra Short Term Debt – TRIFund ManagerMr. Abhiroop MukherjeeRisk FactorModerately lowInvestment Objective of Motilal Oswal Ultra Short Term FundThe Motilal Oswal Ultra Short Term Fund aims to generate optimum returns via primary investment in debt and money market securities by staying in accordance with moderate degrees of liquidity and risk.
• Who is Motilal Oswal Ultra Short Term Fund for? Motilal Oswal Ultra Short Term fund is for investors who are seeking optimum returns via primary investment in debt and money market securities with a 12-month (or less) average maturity, while staying in accordance with moderate risk levels.

If an individual wishes to invest in a mutual fund scheme while simultaneously extracting tax benefits, Motilal Oswal’s Long Term Equity Fund is a good option as it incorporates the tax saving benefit.

Assessees or eligible investors are allowed to claim deductions up to the amount that has been invested in multiple units of the scheme upto Rs.1.5 lakh, under Section 80C of the Income Tax Act, 1961. There are certain terms and conditions applied that are conveyed to the investor at regular intervals.

• Any individual investing or planning to invest in Motilal Oswal Mutual Fund needs to be KYC compliant in order to make the investment.
• In order to complete the KYC and verification process, the investor will be required to submit any one of the following documents as proof of identification:
  • Passport
  • Voter’s ID card
  • Aadhaar card
  • Driving licence
  • Any document from the Central Government with the identification number
  • NREGA job proof
• Following are the documents that are required as proof of address:
  • Passport
  • Voter’s ID
  • Aadhaar card
  • Driving licence
  • NREGA job proof
  • Any document from the Central Government with the identification number

Mutual funds have application forms that can be used by investors to start investing. In case one chooses to invest in the Systematic Investment Plan (SIP), one will be required to fill two forms; the first one will be to open an account with the fund and the second form will be required to mention details of the SIP such as monthly installment amount, frequency, and so on.

Being KYC compliant is the first step towards making an investment in Motilal Oswal Mutual Fund. Each document must be backed with its original copy. In case an original document cannot be produced for any specific reason, the investor will be required to attest the photocopies before producing them. Failure to do so might result in the KYC getting delayed.

To make investments in Motilal Oswal Mutual Funds online, one will be required to visit the official website of the organisation (www.motilaloswalmf.com) and click on the ‘Transact Online’ option on the right side of the page.

New Investor: In order to create an account and invest in Motilal Oswal Mutual Fund online, one will be required to provide their PAN details, full name, contact information, email ID, and current place of residence (state and city).

Existing Investor: In order to log in to an existing account and invest in Motilal Oswal Mutual Fund, one will be required to generate a ‘One Time Password’ using their the PAN details.

PMS Existing Investor as a Corporate/Trust/HUF: In order to log in and invest as a PMS investor, one will be required to generate a ‘One Time Password’ using their respective PAN.

Apart from being highly reputed in the market, Motilal Oswal Mutual Fund also caters to the diversified investment needs of investors. Motilal Oswal Mutual Fund falls under the direct investment management of Motilal Oswal Asset Management Company Ltd (MOAMC). MOAMC is responsible for undertaking multiple activities individually like offering advisory and management services to offshore funds. The activities of MOAMC do not conflict in any way to the activities undertaken by Motilal Oswal Mutual Fund. Financed by Motilal Oswal Financial Services Ltd, Motilal Oswal Mutual Fund in today’s date, is quite well-known among investors in India.