Motilal Oswal Mutual Fund
93 schemes · 9 managers · 22 categories
Motilal Oswal Mutual Fund started their mutual fund on 29/12/2009 and its managing total assets of ₹12,967 Cr. Its ranked at 19 as per total assets at end of 30th Sep 2017.
- Funds
- 93
- Default share classes
- AUM
- ₹1.13 Lakh Cr
- 31 Aug 2026
- Median 1Y
- +4.6%
- Across house schemes
- Volatility
- High
- 17.4% median
House read
Aggregate picture across default share classes from this AMC: corpus, median returns, and evidence statuses.
Motilal Oswal Asset Management Company Ltd. is the appointed Investment Manager to Motilal Oswal Mutual Fund. It was established on 29th December, 2009 and the AMC is registered with SEBI under SEBI (Portfolio Managers) Regulations. Motilal Oswal is one of the most trusted brands in the Indian financial industry and the asset management company provides an array of mutual fund schemes ranging from debt, equity and hybrid. What makes Motilal Oswal stand out is its investment philosophy, whose aim is, "Buy Right: Sit Tight". The AMC has certain primary objectives such as doing quality business and maintaining strong business ethics. They also target to increase the competitive advantage of the business. They believe in the concept of 'buy and hold', which means, buying the right securities and holding on to them so that investors can be benefited from them in the long-term.
- Median 3Y
- +12.7%
- Trailing CAGR
- Median TER
- 0.97%
- Expense ratio
- Managers
- 9
- Named current managers
- Categories
- 22
- Peer groups covered
Evidence mix
How schemes from this house currently read against their category peers.
- HealthyHealthy
21
Healthy
- MonitorMonitor
35
Monitor
- ReviewReview
19
Review
- Insufficient historyInsufficient history
18
Unset
Categories
Where this house concentrates schemes and corpus.
- Other Scheme - Index Funds
EQUITY · 23 schemes
₹23,768 Cr
- Equity Scheme - Large & Mid Cap Fund
EQUITY · 1 scheme
₹20,159 Cr
- Other Scheme - Other ETFs
OTHER · 32 schemes
₹18,940 Cr
- Equity Scheme - Flexi Cap Fund
EQUITY · 1 scheme
₹13,940 Cr
- Equity Scheme - Small Cap Fund
EQUITY · 1 scheme
₹8,150 Cr
Leading schemes
Healthy reads with stronger recent evidence inside this house.
Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FOF
HealthyMotilal Oswal Mutual Fund · Other Scheme - FoF Overseas
- NAV
- 18.7934
- Direct · Growth
- 1Y
- +28.1%
- Doing its job
- Volatility
- Medium
- 15.3% annualized
Motilal Oswal Active Momentum Fund
HealthyMotilal Oswal Mutual Fund · Equity Scheme - Sectoral/ Thematic
- NAV
- 14.4329
- Direct · Growth
- 1Y
- +25.5%
- Doing its job
- Volatility
- High
- 17.1% annualized
Motilal Oswal Small Cap Fund
HealthyMotilal Oswal Mutual Fund · Equity Scheme - Small Cap Fund
- NAV
- 17.395
- Direct · Growth
- 1Y
- +25.2%
- Doing its job
- Volatility
- High
- 17.4% annualized
Motilal Oswal S&P 500 Index Fund
HealthyMotilal Oswal Mutual Fund · Other Scheme - Index Funds
- NAV
- 33.5985
- Direct · Growth
- 1Y
- +25.1%
- Doing its job
- Volatility
- High
- 16.9% annualized
Worth a closer look
Schemes currently marked Review against their category peers.
Motilal Oswal Silver ETF
ReviewMotilal Oswal Mutual Fund · Other Scheme - Other ETFs
- NAV
- 222.7107
- Plan n/a · Option n/a
- 1Y
- +74.8%
- Closer look
- Volatility
- High
- 53.0% annualized
Motilal Oswal Nasdaq 100 ETF
ReviewMotilal Oswal Mutual Fund · Other Scheme - Other ETFs
- NAV
- 271.4652
- Plan n/a · Option n/a
- 1Y
- +32.5%
- Closer look
- Volatility
- n/a
- History still thin
Motilal Oswal Multi Asset Passive Fund of Fund
ReviewMotilal Oswal Mutual Fund · Other Scheme - FoF Domestic
- NAV
- 19.4803
- Plan n/a · Option n/a
- 1Y
- +4.6%
- Closer look
- Volatility
- Medium
- 9.2% annualized
Motilal Oswal Nifty Midcap 100 ETF
ReviewMotilal Oswal Mutual Fund · Other Scheme - Other ETFs
- NAV
- 65.7447
- Plan n/a · Option n/a
- 1Y
- +4.6%
- Closer look
- Volatility
- High
- 18.4% annualized
All schemes
Search, filter, and sort default share classes from Motilal Oswal Mutual Fund.
93 schemes from Motilal Oswal Mutual Fund
Motilal Oswal BSE Clean Environment Index Fund
Insufficient historyMotilal Oswal Mutual Fund · Other Scheme - Index Funds
- NAV
- 9.0646
- Direct · Growth
- 1Y
- n/a
- History still thin for a status read
- Volatility
- n/a
- History still thin
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Insufficient historyMotilal Oswal Mutual Fund · Other Scheme - Index Funds
- NAV
- 10.1165
- Plan n/a · Option n/a
- 1Y
- n/a
- History still thin for a status read
- Volatility
- n/a
- History still thin
Motilal Oswal BSE Select IPO ETF
Insufficient historyMotilal Oswal Mutual Fund · Other Scheme - Other ETFs
- NAV
- 47.392
- Plan n/a · Option n/a
- 1Y
- n/a
- History still thin for a status read
- Volatility
- High
- 18.2% annualized
Motilal Oswal BSE Top 10 Banks ETF
Insufficient historyMotilal Oswal Mutual Fund · Other Scheme - Other ETFs
- NAV
- 16.4485
- Plan n/a · Option n/a
- 1Y
- n/a
- History still thin for a status read
- Volatility
- Medium
- 14.5% annualized
Motilal Oswal Consumption Fund
Insufficient historyMotilal Oswal Mutual Fund · Equity Scheme - Sectoral/ Thematic
- NAV
- 10.9744
- Regular · Growth
- 1Y
- n/a
- History still thin for a status read
- Volatility
- High
- 17.7% annualized
Motilal Oswal Contra Fund
Insufficient historyMotilal Oswal Mutual Fund · Equity Scheme - Contra Fund
- NAV
- 10.5155
- Regular · Growth
- 1Y
- n/a
- History still thin for a status read
- Volatility
- Medium
- 11.0% annualized
Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds
Insufficient historyMotilal Oswal Mutual Fund · Other Scheme - FoF Domestic
- NAV
- 10.4696
- Direct · Growth
- 1Y
- n/a
- History still thin for a status read
- Volatility
- High
- 17.0% annualized
Motilal Oswal Financial Services Fund
Insufficient historyMotilal Oswal Mutual Fund · Equity Scheme - Sectoral/ Thematic
- NAV
- 10.5764
- Direct · Growth
- 1Y
- n/a
- History still thin for a status read
- Volatility
- High
- 20.1% annualized