Key information
  • Funds Offered

    33
  • AUM

  • Highest Return

    36.55%

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund was incorporated on November 14, 2008. It is sponsored by Motilal Oswal Securities Limited which was founded in 1987 as a small sub-broking unit, with just two people running the show. It is a well-diversified financial services firm offering a range of financial products and services. They follow a strategy to create wealth from equity -'Buy Right : Sit Tight'. ?Buy Right' means buying quality companies at a reasonable price and 'Sit Tight' means staying invested in them for a longer time to realise the full growth potential of the stocks. 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.

Key information
  • Funds Offered

    33
  • AUM

  • Highest Return

    36.55%
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Motilal Oswal Midcap Reg-G

4 Morning Star

5 Value Research

7.9 %

4 Morning Star

5 Value Research

NAV

81.09

1M Returns

7.9%

1Y Returns

59.72%

3Y Returns

36.55%

Min. Investment

Rs.500.0

Fund Size

Rs.8986.69 Cr

Fund Manager

Niket Shah

Very High Equity G
More

NAV

81.09

Min Investment

₹500.0

Fund Size

₹8986.69 cr

Fund Manager

Niket Shah

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Motilal Oswal Nifty Smallcap 250 Index Reg-G

0 Morning Star

2 Value Research

9.26 %

0 Morning Star

2 Value Research

NAV

32.78

1M Returns

9.26%

1Y Returns

65.49%

3Y Returns

28.38%

Min. Investment

Rs.500.0

Fund Size

Rs.589.25 Cr

Fund Manager

Swapnil P Mayekar

Very High Other G
More

NAV

32.78

Min Investment

₹500.0

Fund Size

₹589.25 cr

Fund Manager

Swapnil P Mayekar

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Motilal Oswal Nifty Midcap 150 Index Reg-G

0 Morning Star

3 Value Research

5.58 %

0 Morning Star

3 Value Research

NAV

31.61

1M Returns

5.58%

1Y Returns

53.95%

3Y Returns

26.06%

Min. Investment

Rs.500.0

Fund Size

Rs.1404.15 Cr

Fund Manager

Swapnil P Mayekar

Very High Other G
More

NAV

31.61

Min Investment

₹500.0

Fund Size

₹1404.15 cr

Fund Manager

Swapnil P Mayekar

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Motilal Oswal Large and Midcap Reg-G

4 Morning Star

5 Value Research

8.75 %

4 Morning Star

5 Value Research

NAV

26.09

1M Returns

8.75%

1Y Returns

52.81%

3Y Returns

25.78%

Min. Investment

Rs.500.0

Fund Size

Rs.3663.46 Cr

Fund Manager

Aditya Khemani

Very High Equity G
More

NAV

26.09

Min Investment

₹500.0

Fund Size

₹3663.46 cr

Fund Manager

Aditya Khemani

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Motilal Oswal ELSS Tax Saver Reg-G

4 Morning Star

4 Value Research

9.08 %

4 Morning Star

4 Value Research

NAV

42.25

1M Returns

9.08%

1Y Returns

55.98%

3Y Returns

24.53%

Min. Investment

Rs.500.0

Fund Size

Rs.3205.13 Cr

Fund Manager

Aditya Khemani

Very High Equity G
More

NAV

42.25

Min Investment

₹500.0

Fund Size

₹3205.13 cr

Fund Manager

Aditya Khemani

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Motilal Oswal Nifty Next 50 Index Reg-G

0 Morning Star

2 Value Research

6.01 %

0 Morning Star

2 Value Research

NAV

21.36

1M Returns

6.01%

1Y Returns

59.07%

3Y Returns

20.98%

Min. Investment

Rs.500.0

Fund Size

Rs.208.06 Cr

Fund Manager

Swapnil P Mayekar

Very High Other G
More

NAV

21.36

Min Investment

₹500.0

Fund Size

₹208.06 cr

Fund Manager

Swapnil P Mayekar

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Motilal Oswal Nifty 500 Index Reg-G

0 Morning Star

3 Value Research

2.33 %

0 Morning Star

3 Value Research

NAV

22.6

1M Returns

2.33%

1Y Returns

36.38%

3Y Returns

18.1%

Min. Investment

Rs.500.0

Fund Size

Rs.740.88 Cr

Fund Manager

Swapnil P Mayekar

Very High Other G
More

NAV

22.6

Min Investment

₹500.0

Fund Size

₹740.88 cr

Fund Manager

Swapnil P Mayekar

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Motilal Oswal Flexi Cap Reg-G

0 Morning Star

1 Value Research

6.06 %

0 Morning Star

1 Value Research

NAV

49.05

1M Returns

6.06%

1Y Returns

53.59%

3Y Returns

16.12%

Min. Investment

Rs.500.0

Fund Size

Rs.9660.38 Cr

Fund Manager

Siddharth Bothra

Very High Equity G
More

NAV

49.05

Min Investment

₹500.0

Fund Size

₹9660.38 cr

Fund Manager

Siddharth Bothra

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Motilal Oswal Nifty 50 Index Reg-G

0 Morning Star

3 Value Research

-0.32 %

0 Morning Star

3 Value Research

NAV

18.36

1M Returns

-0.32%

1Y Returns

25.26%

3Y Returns

15.12%

Min. Investment

Rs.500.0

Fund Size

Rs.451.19 Cr

Fund Manager

Swapnil P Mayekar

Very High Other G
More

NAV

18.36

Min Investment

₹500.0

Fund Size

₹451.19 cr

Fund Manager

Swapnil P Mayekar

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2.43 %

0 Morning Star

2 Value Research

NAV

14.86

1M Returns

2.43%

1Y Returns

26.69%

3Y Returns

13.79%

Min. Investment

Rs.500.0

Fund Size

Rs.64.6 Cr

Fund Manager

Rouhak Shah

Very High Other G
More

NAV

14.86

Min Investment

₹500.0

Fund Size

₹64.6 cr

Fund Manager

Rouhak Shah

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Motilal Oswal Nifty Bank Index Reg-G

0 Morning Star

2 Value Research

0.95 %

0 Morning Star

2 Value Research

NAV

16.68

1M Returns

0.95%

1Y Returns

11.17%

3Y Returns

13.27%

Min. Investment

Rs.500.0

Fund Size

Rs.557.62 Cr

Fund Manager

Swapnil P Mayekar

Very High Other G
More

NAV

16.68

Min Investment

₹500.0

Fund Size

₹557.62 cr

Fund Manager

Swapnil P Mayekar

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Motilal Oswal Focused Reg-G

3 Morning Star

2 Value Research

5.09 %

3 Morning Star

2 Value Research

NAV

41.8

1M Returns

5.09%

1Y Returns

30.42%

3Y Returns

12.18%

Min. Investment

Rs.500.0

Fund Size

Rs.1803.57 Cr

Fund Manager

Siddharth Bothra

Very High Equity G
More

NAV

41.8

Min Investment

₹500.0

Fund Size

₹1803.57 cr

Fund Manager

Siddharth Bothra

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Motilal Oswal Nasdaq 100 FOF Reg-G

0 Morning Star

0 Value Research

-0.65 %

0 Morning Star

0 Value Research

NAV

30.07

1M Returns

-0.65%

1Y Returns

36.56%

3Y Returns

11.21%

Min. Investment

Rs.500.0

Fund Size

Rs.4785.58 Cr

Fund Manager

Swapnil P Mayekar

Very High Other G
More

NAV

30.07

Min Investment

₹500.0

Fund Size

₹4785.58 cr

Fund Manager

Swapnil P Mayekar

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Motilal Oswal S&P 500 Index Reg-G

0 Morning Star

0 Value Research

-0.42 %

0 Morning Star

0 Value Research

NAV

18.77

1M Returns

-0.42%

1Y Returns

25.77%

3Y Returns

10.69%

Min. Investment

Rs.500.0

Fund Size

Rs.3289.85 Cr

Fund Manager

Ankush Sood

Very High Other G
More

NAV

18.77

Min Investment

₹500.0

Fund Size

₹3289.85 cr

Fund Manager

Ankush Sood

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Motilal Oswal Balance Advantage Reg-G

2 Morning Star

2 Value Research

3.06 %

2 Morning Star

2 Value Research

NAV

19.61

1M Returns

3.06%

1Y Returns

32.31%

3Y Returns

10.55%

Min. Investment

Rs.500.0

Fund Size

Rs.1235.6 Cr

Fund Manager

Santosh Singh

Very High Hybrid G
More

NAV

19.61

Min Investment

₹500.0

Fund Size

₹1235.6 cr

Fund Manager

Santosh Singh

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1.94 %

0 Morning Star

2 Value Research

NAV

13.58

1M Returns

1.94%

1Y Returns

18.47%

3Y Returns

10.32%

Min. Investment

Rs.500.0

Fund Size

Rs.43.03 Cr

Fund Manager

Rouhak Shah

High Other G
More

NAV

13.58

Min Investment

₹500.0

Fund Size

₹43.03 cr

Fund Manager

Rouhak Shah

ADD to watchlist

Motilal Oswal Multi Asset Reg-G

0 Morning Star

1 Value Research

1.95 %

0 Morning Star

1 Value Research

NAV

12.74

1M Returns

1.95%

1Y Returns

16.45%

3Y Returns

6.78%

Min. Investment

Rs.500.0

Fund Size

Rs.100.61 Cr

Fund Manager

Ankush Sood

High Hybrid G
More

NAV

12.74

Min Investment

₹500.0

Fund Size

₹100.61 cr

Fund Manager

Ankush Sood

ADD to watchlist

Motilal Oswal Liquid Reg-G

0 Morning Star

1 Value Research

0.63 %

0 Morning Star

1 Value Research

NAV

12.77

1M Returns

0.63%

1Y Returns

6.81%

3Y Returns

5.06%

Min. Investment

Rs.500.0

Fund Size

Rs.528.25 Cr

Fund Manager

Rakesh Shetty

Low to Moderate Debt G
More

NAV

12.77

Min Investment

₹500.0

Fund Size

₹528.25 cr

Fund Manager

Rakesh Shetty

ADD to watchlist

Motilal Oswal Ultra Short Term Reg-G

2 Morning Star

1 Value Research

0.55 %

2 Morning Star

1 Value Research

NAV

15.39

1M Returns

0.55%

1Y Returns

6.01%

3Y Returns

4.31%

Min. Investment

Rs.500.0

Fund Size

Rs.165.47 Cr

Fund Manager

Rakesh Shetty

Low to Moderate Debt G
More

NAV

15.39

Min Investment

₹500.0

Fund Size

₹165.47 cr

Fund Manager

Rakesh Shetty

ADD to watchlist

Motilal Oswal S&P BSE Low Volatility Index Reg-G

0 Morning Star

0 Value Research

-1.04 %

0 Morning Star

0 Value Research

NAV

15.09

1M Returns

-1.04%

1Y Returns

37.35%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.73.96 Cr

Fund Manager

Swapnil P Mayekar

Very High Other G
More

NAV

15.09

Min Investment

₹500.0

Fund Size

₹73.96 cr

Fund Manager

Swapnil P Mayekar

ADD to watchlist

Motilal Oswal Gold and Silver ETFs FoF Reg-G

0 Morning Star

0 Value Research

11.83 %

0 Morning Star

0 Value Research

NAV

14.09

1M Returns

11.83%

1Y Returns

16.33%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.50.01 Cr

Fund Manager

Rakesh Shetty

Very High Other G
More

NAV

14.09

Min Investment

₹500.0

Fund Size

₹50.01 cr

Fund Manager

Rakesh Shetty

ADD to watchlist

Motilal Oswal Developed Market Ex US ETFs FoF Reg-G

0 Morning Star

0 Value Research

-2.48 %

0 Morning Star

0 Value Research

NAV

10.91

1M Returns

-2.48%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.36.04 Cr

Fund Manager

Ankush Sood

Very High Other G
More

NAV

10.91

Min Investment

₹500.0

Fund Size

₹36.04 cr

Fund Manager

Ankush Sood

ADD to watchlist

Motilal Oswal Small Cap Reg-G

0 Morning Star

0 Value Research

9.8 %

0 Morning Star

0 Value Research

NAV

10.79

1M Returns

9.8%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.1524.46 Cr

Fund Manager

Ajay Khandelwal

Very High Equity G
More

NAV

10.79

Min Investment

₹500.0

Fund Size

₹1524.46 cr

Fund Manager

Ajay Khandelwal

ADD to watchlist

Motilal Oswal Large Cap Reg-G

0 Morning Star

0 Value Research

3.79 %

0 Morning Star

0 Value Research

NAV

10.41

1M Returns

3.79%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.770.02 Cr

Fund Manager

Ajay Khandelwal

Very High Equity G
More

NAV

10.41

Min Investment

₹500.0

Fund Size

₹770.02 cr

Fund Manager

Ajay Khandelwal

ADD to watchlist

Motilal Oswal Equity Hybrid Reg-G

2 Morning Star

0 Value Research

-%

2 Morning Star

0 Value Research

NAV

18.23

1M Returns

-%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.417.89 Cr

Fund Manager

Siddharth Bothra

Very High Hybrid G
More

NAV

18.23

Min Investment

₹500.0

Fund Size

₹417.89 cr

Fund Manager

Siddharth Bothra

ADD to watchlist

Motilal Oswal MSCI EAFE Top 100 Select Index Reg-G

0 Morning Star

0 Value Research

-%

0 Morning Star

0 Value Research

NAV

11.67

1M Returns

-%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.36.44 Cr

Fund Manager

Ankush Sood

Very High Other G
More

NAV

11.67

Min Investment

₹500.0

Fund Size

₹36.44 cr

Fund Manager

Ankush Sood

ADD to watchlist

Motilal Oswal 5 Year G-Sec FoF Reg-G

0 Morning Star

3 Value Research

0.42 %

0 Morning Star

3 Value Research

NAV

11.2

1M Returns

0.42%

1Y Returns

6.17%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.18.97 Cr

Fund Manager

Rakesh Shetty

Moderate Other G
More

NAV

11.2

Min Investment

₹500.0

Fund Size

₹18.97 cr

Fund Manager

Rakesh Shetty

ADD to watchlist

Motilal Oswal Nifty 200 Momentum 30 Index Reg-G

0 Morning Star

0 Value Research

3.96 %

0 Morning Star

0 Value Research

NAV

15.15

1M Returns

3.96%

1Y Returns

63.73%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.439.13 Cr

Fund Manager

Swapnil P Mayekar

Very High Other G
More

NAV

15.15

Min Investment

₹500.0

Fund Size

₹439.13 cr

Fund Manager

Swapnil P Mayekar

ADD to watchlist

3.16 %

0 Morning Star

0 Value Research

NAV

13.62

1M Returns

3.16%

1Y Returns

41.52%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.11.49 Cr

Fund Manager

Swapnil P Mayekar

Very High Other G
More

NAV

13.62

Min Investment

₹500.0

Fund Size

₹11.49 cr

Fund Manager

Swapnil P Mayekar

ADD to watchlist

Motilal Oswal S&P BSE Enhanced Value Index Reg-G

0 Morning Star

0 Value Research

7.05 %

0 Morning Star

0 Value Research

NAV

22.76

1M Returns

7.05%

1Y Returns

87.47%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.342.57 Cr

Fund Manager

Swapnil P Mayekar

Very High Other G
More

NAV

22.76

Min Investment

₹500.0

Fund Size

₹342.57 cr

Fund Manager

Swapnil P Mayekar

ADD to watchlist

Motilal Oswal S&P BSE Quality Index Reg-G

0 Morning Star

0 Value Research

1.76 %

0 Morning Star

0 Value Research

NAV

15.17

1M Returns

1.76%

1Y Returns

46.94%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.13.62 Cr

Fund Manager

Swapnil P Mayekar

Very High Other G
More

NAV

15.17

Min Investment

₹500.0

Fund Size

₹13.62 cr

Fund Manager

Swapnil P Mayekar

ADD to watchlist

Motilal Oswal Nifty G-sec May 2029 Index Fund Reg-G

0 Morning Star

0 Value Research

-%

0 Morning Star

0 Value Research

NAV

10.45

1M Returns

-%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.11.37 Cr

Fund Manager

Rakesh Shetty

Moderate Other G
More

NAV

10.45

Min Investment

₹500.0

Fund Size

₹11.37 cr

Fund Manager

Rakesh Shetty

ADD to watchlist

Motilal Oswal Nifty Microcap 250 Index Reg-G

0 Morning Star

0 Value Research

7.85 %

0 Morning Star

0 Value Research

NAV

14.8

1M Returns

7.85%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.815.24 Cr

Fund Manager

Swapnil P Mayekar

Very High Other G
More

NAV

14.8

Min Investment

₹500.0

Fund Size

₹815.24 cr

Fund Manager

Swapnil P Mayekar

ADD to watchlist
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