Motilal Oswal Mutual Fund Is a Well-Establed Entity in India’s Mutual Fund Landscape, Sponsored by Motilal Oswal Securities LimitedThe Investment Arm, Motilal Oswal Asset Management Company Limited (Moomc)Plays a Pivotal Role in Offering a Wide Array of Financial Services, Including Mutual Fund Management, Advisory Services, and Portfolio Management Solutions to Bot Domestic and International Clients.
Moomc was incorporated with the goal of helping investors building long-term wealth through disciplined investment and deep research. It is guided by its core philosophy of “Buy right, sit tight”Emphasizing the selection of quality stocks at reasonable valuations and holding them over the long term.
Besides managing mutual funds, moomc is also engaged in:
- Offering Advisory and Portfolio Management Services to Financial Institutions.
- Managing offshore funds to serve global investors.
- Facilitating the exchange of Financial Research for Commercial purposes.
Fund Management Approach and Investor Support
Motilal Oswal’s Investment Approach is Research-Driven. It involves bottom-up stock picking with a long-term percent, and the company is knowledge for its focused portfolios and conviction-based investment. Its team of fund managers and analysts continuously monitor sector and companies to optimize returns while managing risk.
Additionally, moomc offers:
- Investor Education ResourcesIncluding blogs, explainer videos, and insights on long-term wealth creation.
- Financial tools and CalculatorsSuch as Sip Calculators and Compound Interest Visualizers to Help Investors Make Informed Decisions.
Mutual Fund Schemes offered by Momc
Motilal Oswal offers a Range of Schemes Tailored to different investment goals, risk appetiits, and time Horizons. The offerings are broadly categorized into Equity, Debt, Hybridand International FundsBelow is an up-to-date overview of their top-performing and widely subscribed schemes based on data as of April 14, 2025 (source: kuvera).
Equity Mutual Funds
Motilal Oswal is knowledge for its robust equity fund portfolio. These funds are ideal for long-term investors Aiming for Capital Appreciation. The Fund House Currently Offers 46 Indian Equity Mutual Fund SchemesSome of them are:
| Equity Schemes | 1 yr | 3 yr | Ter | Category |
|---|---|---|---|---|
| Motilal Oswal Midcap Growth Direct Plan | 8.95% | 24.33% | 0.68% | Mid Cap Fund |
| Motilal Oswal Large Cap Growth Direct Plan | 19.68% | Na | 0.74% | Large cap fund |
| Motilal Oswal Large & Midcap Growth Direct | 6.10% | 21.68% | 0.55% | Large & Mid Cap Fund |
| Motilal Oswal Flexi Cap Growth Direct Plan | 9.68% | 18.63% | 0.89% | Flexi Cap Fund |
| Motilal oswal Small Cap Growth Direct Plan | 13.05% | Na | 0.42% | Small Cap Fund |
| Motilal Oswal Els Tax Sver Growth Direct | 2.69% | 20.32% | 0.72% | ELSS |
Source: Kuvera, April 14, 2025.
Insights
- Midcap and Large & Midcap Funds have shown outstanding 3-Year performance, with Midcap growth Delivering a Cagr of 24.33%,
- The Large cap fund stands out for its 19.68% Return in the last year, driven by a recovery in blue-chip stocks.
- Small Cap FundWith a term 0.42%Offers Cost-Effective Exposure to Emerging Companies.
- The Els Scheme Provides Tax Benefits Under Section 80C and long-term wealth creation potential.
Debt Mutual Funds
These funds are best suited for conservative investors Moomc’s Debt Portfolio Includes Options for Short-Term as Well as Medium-to-Long-Term Investments.
| Debt schemes | 1 yr | 3 yr | Ter | Category |
|---|---|---|---|---|
| Motilal Oswal Liquid Growth Direct Plan | 6.96% | 6.46% | 0.22% | Liquid fund |
| Motilal oswal Ultra Short Term Growth Direct | 6.59% | 6.07% | 0.52% | Ultra Short Duration Fund |
| Motilal oswal 5 year g sec Fof Growth Direct | 9.14% | 6.79% | 0.37% | Gilt fund |
Source: Kuvera, April 14, 2025.
Insights
- The Gilt fund Led the 1-Year Chart with 9.14%Making it suitable for medium-term investors seeking sovereign exposure.
- Liquid and Ultra Short-Term Funds Are reliable parking options for idle funds, bot offering returns Above 6% With Minimal Risk.
- Low ters enhance the net yield for investors, especially in Liquid funds (Only 0.22%).
Hybrid Mutual Funds
Hybrid funds investment in both equities and fixed income instruments to balance risk and reward.
| Hybrid schemes | 1 yr | 3 yr | Ter | Category |
|---|---|---|---|---|
| Motilal Oswal Balance Advantage Growth Direct Plan | -11.65% | 5.70% | 1.03% | Dynamic Asset Allocation or Balanced Advantage |
| Motilal Oswal Multi Asset Growth Direct Plan | -10.34% | 2.67% | 0.88% | Multi asset allocation |
Source: Kuvera, April 14, 2025.
Insights
- Recent underperformance in the Hybrid Category Suggessts Pressure from Volatile Market Conditions.
- The Balanced Advantage PlanDespite Its Negative 1-Year Return, Managed A 3-Year Average of 5.70%– Reflecting resilience over the medium term.
- Investors Should Consider these for Portfolio Diversification and Tactical Asset Allocation.
International Equity Funds
Motilal oswal also offers Global Exposure Through International Funds, Particularly Tracking Us Indices.
Notable Scheme: Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth Plan
- Benchmark: Nasdaq-100 Index
- Category: International Fund of Fund
- Type: Open-ended scheme investment in Motilal Oswal Nasdaq 100 ETF
- Fund manager: Swapnil Mayeekar
- Ter: 0.19%
- Exit load: 1% if redeemed within 15 days
- Risk Level: Very high
This fund is best suited for investors seeking extra It is positioned for long-term investors comfortable with International Market Volativity and Currency Fluctations.
What Sets Motilal Oswal Asset Management Company Apart?
- Focused philosophy: “Buy right, sit tight” promotes long-term investment with conviction.
- Research-Driven Approach: Strong Emphasis on Fundamental Analysis and Bottom-up Stock Selection.
- Global Diversification: Through International offerings like the nasdaq 100 fof.
- Comprehensive Product Suite: From Aggressive Equity to Conservative Debt, Catering to All Investor Profiles.
- Investor Education and Tools: Financial Calculators, Blogs, and Videos to Empower Investor Decisions.
Wrapping up
Motilal Oswal Amc offers a Well-Rounded Mutual Fund Product Basket with Competitive Ter, Sound Fund Management Practices, and Strong Long-Term Performance, Especially in the Midcap and Large & Midcap Equity SegmentsWhile the Hybrid segment Has Seen Short-Term Challenges, The Overall offering remains strong for both risk-taking and conservative investors.
For Detailed Fund Documentation, Navs, and Investment Tools, Visit the Official Motilal Oswal Mutual Fund WebsiteOr Explore Schemes at Kuvera,
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