Motilal Oswal Mutual Fund is sponsored by Motilal Oswal Financial Services Limited (MOFSL). Motilal Oswal Financial Services Ltd. (MOFSL) was founded in 1987 as a small sub-broker. Today it is a listed company in diversified financial services such as broking and distribution, asset management, investment banking, private equity, and home finance. The Mumbai based AMC was incorporated in 2008 and registered with SEBI in 2009. The company manages an Average AUM of Rs. 61,380 Cr as of 30th June 2024. It offers 30 schemes across equity, debt, hybrid, international equity, commodity and multi-asset categories.
To invest in Motilal Oswal Mutual Fund schemes, there is no physical documentation required. You need to upload the following KYC documents online:
Proof of Identity (PAN, Aadhaar)
Proof of Address (Aadhaar)
How to Invest in Motilal Oswal Mutual Fund
Step 1: Download the Rupeezy App if you do not have an account.
Step 2: If you are a first-time user, you need to submit your KYC documents like PAN, Aadhaar, add personal details, and complete the account verification.
Step 3: Select Motilal Oswal Mutual Fund and review the scheme list in each category.
Step 4: Assess the funds' performance and risk parameters.
Step 5: Select the appropriate category as per your financial goal and risk appetite.
Step 6: Compare the selected fund with other funds in its category using Smart Explore on a visual graph.
Step 7: Check fund portfolio overlap among all funds in your portfolio. Check the fund impact on your overall portfolio with the Impact Analysis feature.
Step 8: Select the fund, add lumpsum, or SIP, and set up payment with UPI or net banking.
Motilal Oswal Mutual Fund FAQs
Ans: Yes, Motilal Oswal Mutual Fund mutual fund schemes are considered safe investments. In India, all Asset Management Companies (AMC), including Motilal Oswal Mutual Fund, are regulated by SEBI (Securities and Exchange Board of India) and AMFI (Association of Mutual Funds in India). The mutual fund industry operates under strict regulations to safeguard investors' interests. However, it's crucial for investors to conduct thorough research to ensure that the specific fund schemes align with their financial goals and risk tolerance.
Ans: Motilal Oswal Mutual Fund Mutual Fund schemes are not tax free. Mutual fund capital gains are subject to capital gains tax. In the case of equity mutual funds, mutual fund units sold within a year of purchase will attract a 20% tax on profits. Gains from mutual funds held for more than a year are taxed at 12.5%. For debt funds, the debt fund units sold within three years will be taxed as per the income tax slab. For debt funds held for over three years, the tax rate is 12.5% without indexation benefits.
Here are some of the best-performing funds from Motilal Oswal Mutual Fund AMC based on past 5-year returns:
Fund Name
5-Year Return (%)
Motilal Oswal Multi Asset Fund
0%
Motilal Oswal Ultra Short Term
4.40%
Motilal Oswal Liquid Fund - Regular
4.78%
Motilal Oswal Balance Advantage Fund
10.15%
Motilal Oswal Nifty Bank Index Fund
9.91%
Ans: Yes, Motilal Oswal Mutual Fund AMC is good for long-term capital appreciation. The equity schemes under the AMC have performed well over the long term and delivered returns above the category average. Visit the Rupeezy Invest App to check Motilal Oswal Mutual Fund AMC fund performance.
Ans: You can log in to your Rupeezy app and view your portfolio which will show you the current value as per the prevailing NAV on the last closing business day.
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