Motilal Oswal Mutual Fund

Q: Are Motilal Oswal Mutual Fund mutual fund's schemes safe to invest in?

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.

Q: Are Motilal Oswal Mutual Fund mutual funds tax-free?

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.

Q: Which are the top performing funds of Motilal Oswal Mutual Fund?

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 BSE Low Volatility Index Fund 0% Motilal Oswal Nifty MidSmall India Consumption Index Fund 0% Motilal Oswal Nifty 50 Index Fund 6.18% Motilal Oswal Quant Fund 0% Motilal Oswal BSE Financials ex Bank 30 Index Fund 0%

Q: Are Motilal Oswal Mutual Fund a good choice for long-term capital appreciation?

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.

Q: How can I check my Motilal Oswal Mutual Fund mutual funds status on Rupeezy?

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.

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 46 schemes across equity, debt, hybrid, international equity, commodity and multi-asset categories.

List of All Motilal Oswal Mutual Fund

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Hybrid

ELSS

Index

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3Y Return

Fund Name	Return	Risk	Cat. Avg
Motilal Oswal Large & Midcap Fund Equity●Large & Mid Cap	20.84%	20.84%	-
Motilal Oswal ELSS Tax Saver Fund Equity●Equity Linked Savings Scheme	20.45%	20.45%	-
Motilal Oswal BSE Enhanced Value Index Fund Equity●Index Funds	18.33%	18.33%	-
Motilal Oswal Midcap Fund Equity●Mid Cap Fund	17.39%	17.39%	-
Motilal Oswal Flexi Cap Fund Equity●Flexi Cap Fund	17.28%	17.28%	-
Motilal Oswal Nifty Next 50 Index Fund Equity●Index Funds	16.13%	16.13%	-
Motilal Oswal Focused Fund Equity●Focused Fund	14.68%	14.68%	-
Motilal Oswal Nifty Midcap 150 Index Fund Equity●Index Funds	13.39%	13.39%	-
Motilal Oswal Nifty Smallcap 250 Index Fund Equity●Index Funds	13.28%	13.28%	-
Motilal Oswal BSE Quality Index Fund Equity●Index Funds	10.73%	10.73%	-
Motilal Oswal BSE Financials ex Bank 30 Index Fund Equity●Index Funds	10.53%	10.53%	-
Motilal Oswal Nifty 500 Index Fund Equity●Index Funds	9.32%	9.32%	-
Motilal Oswal Nifty 200 Momentum 30 Index Fund Equity●Index Funds	8.47%	8.47%	-
Motilal Oswal Nifty Bank Index Fund Equity●Index Funds	7.7%	7.70%	-
Motilal Oswal Liquid Fund Debt●Liquid	6.54%	6.54%	-
Motilal Oswal Ultra Short Term Fund Debt●Ultra Short Duration	6.41%	6.41%	-
Motilal Oswal BSE Low Volatility Index Fund Equity●Index Funds	6.09%	6.09%	-
Motilal Oswal Nifty 50 Index Fund Equity●Index Funds	6.08%	6.08%	-
Motilal Oswal Balanced Advantage Fund Hybrid●Dynamic Asset Allocation	2.49%	2.49%	-
Motilal Oswal Multi Cap Fund Equity●Multi Cap Fund	-	-	-
Motilal Oswal Quant Fund Equity●Thematic Fund	-	-	-
Motilal Oswal Nifty MidSmall India Consumption Index Fund Equity●Index Funds	-	-	-
Motilal Oswal Nifty MidSmall Financial Services Index Fund Equity●Index Funds	-	-	-
Motilal Oswal Nifty Capital Market Index Fund Equity●Index Funds	-	-	-
Motilal Oswal Infrastructure Fund Equity●Sector Funds	-	-	-
Motilal Oswal Special Opportunities Fund Equity●Thematic Fund	-	-	-
Motilal Oswal Financial Services Fund Equity●Sector Funds	-	-	-
Motilal Oswal Quality Fund Equity●Thematic Fund	-	-	-
Motilal Oswal Large Cap Fund Equity●Large Cap Fund	-	-	-
Motilal Oswal Nifty India Defence Index Fund Equity●Index Funds	-	-	-
Motilal Oswal Innovation Opportunities Fund Equity●Thematic Fund	-	-	-
Motilal Oswal Services Fund Equity●Sector Funds	-	-	-
Motilal Oswal Consumption Fund Equity●Sector Funds	-	-	-
Motilal Oswal BSE Clean Environment Index Fund Equity●Index Funds	-	-	-
Motilal Oswal Small Cap Fund Equity●Small cap Fund	-	-	-
Motilal Oswal Manufacturing Fund Equity●Thematic Fund	-	-	-
Motilal Oswal Business Cycle Fund Equity●Thematic Fund	-	-	-
Motilal Oswal Nifty 500 Momentum 50 Index Fund Equity●Index Funds	-	-	-
Motilal Oswal Nifty MidSmall Healthcare Index Fund Equity●Index Funds	-	-	-
Motilal Oswal BSE 1000 Index Fund Equity●Index Funds	-	-	-
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Equity●Index Funds	-	-	-
Motilal Oswal Digital India Fund Equity●Sector Funds	-	-	-
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Equity●Index Funds	-	-	-
Motilal Oswal Arbitrage Fund Hybrid●Arbitrage Fund	-	-	-
Motilal Oswal Active Momentum Fund Equity●Thematic Fund	-	-	-
Motilal Oswal Contra Fund Equity●Contra	-	-	-

Details of Motilal Oswal Mutual Fund

Founding Date	November 14, 2008
Address	10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025
Email	amc@motilaloswal.com
Telephone	022 40548002

Documents Required to Invest

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

Q1. Are Motilal Oswal Mutual Fund mutual fund's schemes safe to invest in?

Q2. Are Motilal Oswal Mutual Fund mutual funds tax-free?

Q3. Which are the top performing funds of Motilal Oswal Mutual Fund?

Fund Name	5-Year Return (%)
Motilal Oswal BSE Low Volatility Index Fund	0%
Motilal Oswal Nifty MidSmall India Consumption Index Fund	0%
Motilal Oswal Nifty 50 Index Fund	6.18%
Motilal Oswal Quant Fund	0%
Motilal Oswal BSE Financials ex Bank 30 Index Fund	0%

Q4. Are Motilal Oswal Mutual Fund a good choice for long-term capital appreciation?

Q5. How can I check my Motilal Oswal Mutual Fund mutual funds status on Rupeezy?

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