MOTILAL OSWAL Mutual Fund

Motilal Oswal Mutual Fund operates under Motilal Oswal Asset Management Company Limited (MOAMC), part of the broader Motilal Oswal Financial Services Group. The AMC began its mutual fund operations in India in 2010 after receiving regulatory approvals from the Securities and Exchange Board of India (SEBI).

Motilal Oswal Mutual Fund offers a variety of schemes across equity, debt, hybrid, and passive categories, with a notable presence in index funds and exchange-traded funds (ETFs). All schemes function within the SEBI-mandated regulations on disclosures, investment policies, and risk communication.

The AMC is part of the Motilal Oswal Group, which operates in sectors such as brokerage, wealth management, and institutional research. The mutual fund division follows its own scheme mandates as per regulatory norms.

Motilal Oswal Mutual Fund adheres to SEBI rules, which include:

• Periodic NAV updates
• Portfolio disclosures
• Riskometer classification
• Publication of Scheme Information Documents (SID) and Key Information Memoranda (KIM)

The fund house offers schemes across:

• Equity funds (large-cap, mid-cap, multi-cap, focused, etc.)
• Debt funds
• Hybrid funds
• Index funds
• Exchange-traded funds (ETFs)
• Thematic and sector-based products

Each category carries different levels of risk and investment objectives.

Each fund has its own expense ratio and applicable charges. Costs differ between Direct Plans and Regular Plans, depending on distribution channels.

Wide range of scheme categories including equity, debt, hybrid, index, and ETFs

Availability of Direct and Regular plan options

Online access to NAVs, monthly reports, portfolio disclosures, and documents

SEBI-regulated risk classification system for each scheme

Systematic investing options such as SIPs, as per scheme rules

Detailed factsheets for every scheme offering transparency regarding holdings and objectives

These points describe general functional characteristics commonly associated with mutual funds:

Choice of Categories: A broad selection of schemes gives individuals the ability to explore options based on different financial preferences.

Professional Portfolio Management: Investments are handled by dedicated fund managers following predefined mandates.

Transparency: Regular reporting of portfolios, risk indicators, and NAVs supports informed decision-making.

Digital Convenience: Scheme details and documents are accessible through online platforms.

Systematic Plans: Many schemes support SIPs or systematic investment methods, depending on the structure of the fund.

Motilal Oswal Mutual Fund is a SEBI-regulated mutual fund house operating under Motilal Oswal Asset Management Company since 2010. It provides a range of schemes across equity, debt, hybrid, and passive categories, including index funds and ETFs. All schemes follow SEBI’s regulatory framework, with regular disclosures, risk classification, and mandated documentation. As with any mutual fund, reviewing scheme objectives, costs, risk levels, and official documents is essential for understanding how each fund is structured.