Motilal Oswal Mutual Fund

AUM₹1,36,181.42 Cr

No of Schemes56

AMC Age18 years

Scheme Name
Motilal Oswal Liquid Fund-Unclaimed Div-Upto 3Y
Motilal Oswal Gold and Silver Passive FoF-Reg(G)
Motilal Oswal Focused Fund-Reg(G)
Motilal Oswal Ultra Short Term Fund-Reg(G)
Motilal Oswal Midcap Fund-Reg(G)
Motilal Oswal Flexi Cap Fund-Reg(G)
Motilal Oswal ELSS Tax Saver Fund-Reg(G)
Motilal Oswal Balanced Advantage Fund-Reg(G)
Motilal Oswal Nifty Microcap 250 Index Fund-Reg(G)
Motilal Oswal Nasdaq 100 FOF-Reg(G)
Motilal Oswal Liquid Fund-Reg(G)
Motilal Oswal Large & Midcap Fund-Reg(G)
Motilal Oswal Nifty Bank Index Fund-Reg(G)
Motilal Oswal Nifty 500 Index Fund-Reg(G)
Motilal Oswal Nifty Midcap 150 Index Fund-Reg(G)
Motilal Oswal Nifty Smallcap 250 Index Fund-Reg(G)
Motilal Oswal Liquid Fund-Redemption Div-Upto 3Y
Motilal Oswal Nifty 50 Index Fund-Reg(G)
Motilal Oswal Nifty Next 50 Index Fund-Reg(G)
Motilal Oswal S&P 500 Index Fund-Reg(G)

Category	Risk	NAV	Fund size(in Cr)	Expense Ratio	1Y Returns	3Y Returns	5Y Returns	Exit Load
Debt	Low to Moderate	14.34	₹936.92	0%	5.94%	6.67%	5.86%	0.007% for Day 1, 0.0065% on Day 2, 0.0060% on Day 3, 0.0055% on Day 4, 0.0050% on Day 5, 0.0045% on Day 6, NIL on or after 7D
Commodity	Very High	29.76	₹2,863.07	0.46%	64.72%	35.43%	NA	Nil
Equity	Very High	45.58	₹1,557.17	2.13%	3.89%	9.47%	7.73%	1% on or before 365D, Nil after 365D
Debt	Low to Moderate	17.27	₹379.62	1.18%	4.97%	5.66%	4.89%	Nil
Equity	Very High	88.19	₹36,458.21	1.54%	-12.99%	15.85%	19.65%	1% on or before 365D, Nil after 365D
Equity	Very High	54.93	₹12,936.51	1.71%	-9.73%	16.48%	10.61%	1% on or before 365D, Nil after 365D
Equity	Very High	52.63	₹4,663.26	1.9%	0.14%	21.40%	16.85%	Nil
Hybrid	Very High	17.84	₹735.74	2.39%	-6.22%	4.41%	3.66%	1% on or before 365D, Nil after 365D
Equity	Very High	16.66	₹2,352.1	1.06%	-5.41%	NA	NA	1% on or before 15D, Nil after 15D
Other	Very High	65.94	₹8,583.28	0.47%	75.70%	39.42%	25.23%	1% on or before 15D, Nil after 15D
Debt	Low to Moderate	14.55	₹936.92	0.41%	5.72%	6.42%	5.63%	0.007% for Day 1, 0.0065% on Day 2, 0.0060% on Day 3, 0.0055% on Day 4, 0.0050% on Day 5, 0.0045% on Day 6, NIL on or after 7D
Equity	Very High	34.01	₹17,420.43	1.68%	0.37%	22.40%	18.44%	1% on or before 365D, Nil after 365D
Equity	Very High	19.49	₹629.75	1.06%	-2.52%	7.50%	9.21%	1% on or before 15D, Nil after 15D
Equity	Very High	24.60	₹2,967.45	0.93%	-5.18%	11.59%	10.23%	1% on or before 15D, Nil after 15D
Equity	Very High	37.48	₹3,588.56	1.06%	-0.83%	18.83%	15.85%	1% on or before 15D, Nil after 15D
Equity	Very High	35.53	₹1,143.79	1.06%	-5.55%	17.20%	14.01%	1% on or before 15D, Nil after 15D
Debt	Low to Moderate	14.05	₹936.92	0%	5.94%	6.62%	5.83%	NA
Equity	Very High	19.59	₹865.49	0.59%	-7.41%	8.21%	8.51%	Nil
Equity	Very High	23.46	₹468.29	1.06%	-0.60%	16.65%	11.48%	1% on or before 15D, Nil after 15D
Equity	Very High	31.53	₹4,580.36	1.06%	37.13%	25.54%	17.75%	1% on or before 7D, Nil after 7D

Key information about Motilal Oswal Mutual Fund

Mutual Fund Name

Asset Management Company

AMC Incorporation Date

Sponsor Name

Trustee Organisation

Compliance Officer

Total AUM (as of end of last quarter)

CEO

Address

Motilal Oswal Mutual Fund

29 Dec 2009

Motilal Oswal Financial Services Limited

Motilal Oswal Trustee Company Ltd.

Aparna Karmase

₹ 1,36,181.42 Cr

Prateek Agrawal

Motilal Oswal Towers, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai, Maharashtra 400025

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Motilal Oswal Liquid Fund-Unclaimed Div-Upto 3Y

Fund Performance: The Motilal Oswal Liquid Fund-Unclaimed Div-Upto 3Y comes under the Debt category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Motilal Oswal Liquid Fund-Unclaimed Div-Upto 3Y is ₹NA.

Min Investment Amt₹ 500

AUM₹936.92Cr

1 Y Returns5.94%

Motilal Oswal Gold and Silver Passive FoF-Reg(G)

Fund Performance: The Motilal Oswal Gold and Silver Passive FoF-Reg(G) comes under the Commodity category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Motilal Oswal Gold and Silver Passive FoF-Reg(G) is ₹500.

Min Investment Amt₹ 500

AUM₹2863.07Cr

1 Y Returns64.72%

Motilal Oswal Focused Fund-Reg(G)

Fund Performance: The Motilal Oswal Focused Fund-Reg(G) comes under the Equity category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Motilal Oswal Focused Fund-Reg(G) is ₹500.

Min Investment Amt₹ 500

AUM₹1557.17Cr

1 Y Returns3.89%

Motilal Oswal Ultra Short Term Fund-Reg(G)

Fund Performance: The Motilal Oswal Ultra Short Term Fund-Reg(G) comes under the Debt category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Motilal Oswal Ultra Short Term Fund-Reg(G) is ₹500.

Min Investment Amt₹ 500

AUM₹379.62Cr

1 Y Returns4.97%

Motilal Oswal Midcap Fund-Reg(G)

Fund Performance: The Motilal Oswal Midcap Fund-Reg(G) comes under the Equity category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Motilal Oswal Midcap Fund-Reg(G) is ₹500.

Min Investment Amt₹ 500

AUM₹36458.21Cr

1 Y Returns-12.99%

Motilal Oswal Flexi Cap Fund-Reg(G)

Fund Performance: The Motilal Oswal Flexi Cap Fund-Reg(G) comes under the Equity category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Motilal Oswal Flexi Cap Fund-Reg(G) is ₹500.

Min Investment Amt₹ 500

AUM₹12936.51Cr

1 Y Returns-9.73%

Motilal Oswal ELSS Tax Saver Fund-Reg(G)

Fund Performance: The Motilal Oswal ELSS Tax Saver Fund-Reg(G) comes under the Equity category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Motilal Oswal ELSS Tax Saver Fund-Reg(G) is ₹500.

Min Investment Amt₹ 500

AUM₹4663.26Cr

1 Y Returns0.14%

Motilal Oswal Balanced Advantage Fund-Reg(G)

Fund Performance: The Motilal Oswal Balanced Advantage Fund-Reg(G) comes under the Hybrid category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Motilal Oswal Balanced Advantage Fund-Reg(G) is ₹500.

Min Investment Amt₹ 500

AUM₹735.74Cr

1 Y Returns-6.22%

Motilal Oswal Nifty Microcap 250 Index Fund-Reg(G)

Fund Performance: The Motilal Oswal Nifty Microcap 250 Index Fund-Reg(G) comes under the Equity category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Motilal Oswal Nifty Microcap 250 Index Fund-Reg(G) is ₹NA.

Min Investment Amt₹ 500

AUM₹2352.1Cr

1 Y Returns-5.41%

Motilal Oswal Nasdaq 100 FOF-Reg(G)

Fund Performance: The Motilal Oswal Nasdaq 100 FOF-Reg(G) comes under the Other category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Motilal Oswal Nasdaq 100 FOF-Reg(G) is ₹NA.

Min Investment Amt₹ 500

AUM₹8583.28Cr

1 Y Returns75.70%

Motilal Oswal Liquid Fund-Reg(G)

Fund Performance: The Motilal Oswal Liquid Fund-Reg(G) comes under the Debt category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Motilal Oswal Liquid Fund-Reg(G) is ₹500.

Min Investment Amt₹ 500

AUM₹936.92Cr

1 Y Returns5.72%

Motilal Oswal Large & Midcap Fund-Reg(G)

Fund Performance: The Motilal Oswal Large & Midcap Fund-Reg(G) comes under the Equity category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Motilal Oswal Large & Midcap Fund-Reg(G) is ₹500.

Min Investment Amt₹ 500

AUM₹17420.43Cr

1 Y Returns0.37%

Motilal Oswal Nifty Bank Index Fund-Reg(G)

Fund Performance: The Motilal Oswal Nifty Bank Index Fund-Reg(G) comes under the Equity category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Motilal Oswal Nifty Bank Index Fund-Reg(G) is ₹500.

Min Investment Amt₹ 500

AUM₹629.75Cr

1 Y Returns-2.52%

Motilal Oswal Nifty 500 Index Fund-Reg(G)

Fund Performance: The Motilal Oswal Nifty 500 Index Fund-Reg(G) comes under the Equity category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Motilal Oswal Nifty 500 Index Fund-Reg(G) is ₹500.

Min Investment Amt₹ 500

AUM₹2967.45Cr

1 Y Returns-5.18%

Motilal Oswal Nifty Midcap 150 Index Fund-Reg(G)

Fund Performance: The Motilal Oswal Nifty Midcap 150 Index Fund-Reg(G) comes under the Equity category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Motilal Oswal Nifty Midcap 150 Index Fund-Reg(G) is ₹500.

Min Investment Amt₹ 500

AUM₹3588.56Cr

1 Y Returns-0.83%

Motilal Oswal Nifty Smallcap 250 Index Fund-Reg(G)

Fund Performance: The Motilal Oswal Nifty Smallcap 250 Index Fund-Reg(G) comes under the Equity category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Motilal Oswal Nifty Smallcap 250 Index Fund-Reg(G) is ₹500.

Min Investment Amt₹ 500

AUM₹1143.79Cr

1 Y Returns-5.55%

Motilal Oswal Liquid Fund-Redemption Div-Upto 3Y

Fund Performance: The Motilal Oswal Liquid Fund-Redemption Div-Upto 3Y comes under the Debt category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Motilal Oswal Liquid Fund-Redemption Div-Upto 3Y is ₹NA.

Min Investment Amt₹ 500

AUM₹936.92Cr

1 Y Returns5.94%

Motilal Oswal Nifty 50 Index Fund-Reg(G)

Fund Performance: The Motilal Oswal Nifty 50 Index Fund-Reg(G) comes under the Equity category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Motilal Oswal Nifty 50 Index Fund-Reg(G) is ₹500.

Min Investment Amt₹ 500

AUM₹865.49Cr

1 Y Returns-7.41%

Motilal Oswal Nifty Next 50 Index Fund-Reg(G)

Fund Performance: The Motilal Oswal Nifty Next 50 Index Fund-Reg(G) comes under the Equity category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Motilal Oswal Nifty Next 50 Index Fund-Reg(G) is ₹500.

Min Investment Amt₹ 500

AUM₹468.29Cr

1 Y Returns-0.60%

Motilal Oswal S&P 500 Index Fund-Reg(G)

Fund Performance: The Motilal Oswal S&P 500 Index Fund-Reg(G) comes under the Equity category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Motilal Oswal S&P 500 Index Fund-Reg(G) is ₹NA.

Min Investment Amt₹ 500

AUM₹4580.36Cr

1 Y Returns37.13%