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Motilal Oswal Mutual Fund

Motilal Oswal Securities Limited was formed in 1987 by Motilal Oswal and Ramdeo Agarwal, and they sponsored the organization named Motilal Oswal Mutual Fund. The Motilal Oswal Asset Management Company (MOAMC) a public limited company incorporated under the Companies Act, 1956 on November 14, 2008, is responsible for various services, such as providing advice and management facilities to the consultancies who deal with finance. They also tackle the business activities of the offshore funds and research exchange for the private enterprises.

Motilal Oswal Mutual Fund abbreviated as MOSL, is a versatile financial corporation that offers various kinds of facilities and services in different grounds like asset management, banking with investment process, broker institutes, money management etc. They have foreign investors from various institutions' customers from retail industry, mutual funds, different financial organizations and corporate clients and many more.

In the year of 2006, MOSL started banking business in investment area and successfully acquired the south Indian brokerage firm known as Peninsular Capital markets in 2006. Around 2006 and 2007, they tied up with the banks like Punjab National Bank and State Bank of India to provide the online banking service to the customers while doing transactions and other trades. They also made the biggest Equity Advisory Room in the year 2008. MOSL got their final registration certificate to start their own business from SEBI and hence, Motilal Oswal Mutual Fund management Company was registered. The company is one of the most admired and reputed in their business and has been awarded in 2015. They got the ‘Best Performing National Financial Advisor’ award in the category of wealth distribution by CNBC TV 18 and also the financial advisory award in 2014. In 2016, the company won the Best Institution for Financial Education and Inclusion at the Financial Advisor Award, by the special jury team.

Types of Motilal Oswal Mutual Fund

It is always a wise decision to invest in a good mutual fund if a person does not have any proper knowledge about different kinds of stocks from the market or has less time to find it. Motilal Oswal Mutual fund gives you the benefit of liquidity, different options and tax benefits when you opt them. The various types of Mutual Funds from Motilal Oswal, are as follows:

Open Ended Equity Funds

Motilal Oswal Focus 25 Funds

This is an open ended equity scheme and its associated risk level is moderately high. The objective of this fund is to get long term capital appreciation by investing in up to 25 companies, which hold the competitive edge that will be able to maintain at a certain level and have a good chance to grow. This fund is a great idea for the people who are looking for a long term investment option that have more growth which will generate money.

Motilal Oswal Midcap 30 Funds

Motilal Midcap 30 Funds focus on maximum of 30 quality Midcap companies which has the criteria like earning growth, equality and longevity. The goal is to get capital appreciation on a longer time span through investment. This fund is suitable for the persons who are trying to build wealth through investment in products of equity.

Motilal Oswal Multicap 35 Funds

It was launched in April 2014, with the benchmark of NIFTY 500 TRI and an average risk grade. It is an open-ended type fund with above average return grade. The turnover is 21% and the risk-o-meter is moderately high. The minimum investment is Rs.500. It is a fund that aims to get the long span capital appreciation through the basic investment in minimum 35 equity and associated financial products in the sector of degrees and market capitalization. The Motilal Oswal Multicap 35 Funds are for the people who are thinking to get the growth of the capital in long-term basis investment in maximum 35 equity & equity related instruments across financial sectors and market capitalization levels.

Motilal Oswal Long Term Equity Funds

This is an open-ended type of fund with the investment plan of growth with the benchmark of NIFTY 500 TRI. It was created with an objective to generate long-term capital appreciation from a different portfolio of only equity and the equity related instruments. But there is no guarantee of the gain of investment objective. This is a suitable option if the investor is looking for growth of the capital in the long term, in equity or equity related monetary investment.

Motilal Oswal Dynamic Funds

This fund believes in the rules and the basic objective is to wait for the long run mission to get a proper capital appreciation while using the main investment in the equity or aligned products which has money market products, InvIT and REIT issued units, equity derivatives and derivatives of equity.

If you are one of the investor who is looking to get the capital growth in the debt instrument, equity derivatives and the solo equity.

Motilal Oswal Ultra Short Term Funds

Motilal Oswal Ultra Short Term Funds have low return grade and moderately low risk. It is an open ended funding for the people and investors who target to create maximum and most advantageous returns through prime investment in the money market, as well as debt securities with the average risk factor and liquidity.

If the investors are thinking to opt for returns through the main investment within one year or less maturity time frame while keeping in mind of the moderate risk, then this scheme is suitable for them.

Documents Required for Investing in Motilal Oswal Mutual Funds

In order to invest in the Motilal Oswal Fund, an individual should be KYC compliant. He/she must clear his/her KYC before planning for the investment process. The person will require to submit some documents to clear the KYC and verification process. Here are the needed documents to complete the KYC process, any one from the list can be used:

  • Valid Passport
  • Voter ID Card
  • Aadhar card
  • Driving license
  • NREGA proof of job
  • Documents from the Central Government with the identification number and ID

Documents required, for the address proof is as follows:

  • Valid Passport
  • Voter ID card
  • Adhaar Card
  • Driving license
  • NREGA job proof
  • Central Government document with ID number The individual who wants to invest in Motilal Oswal Mutual Fund has to be KYC Compliant which is considered as the first step. Each required and valid document that the person wants to show, has to be backed up with its original copy. Do not forget to get your photocopies attested before showing them, if you cannot show the original documents for any reason.

Eligibility Criteria for Investing in Motilal Oswal Mutual Funds

There are certain criteria which are essential to follow during investing in Motilal Oswal Mutual Fund. One need to be eligible in the following ways before investing in the fund.

  • Individual
  • NRI
  • Partnership farm
  • Trust
  • OCBs
  • HUFs
  • Minors
  • Banking company
  • Insurance company
  • NRIs except US and Canada persons
  • Pension funds
  • International multilateral agencies
  • Association of persons
  • Public financial institutions
  • Societies

How to Invest In Motilal Oswal Mutual Funds

If an individual wants to invest in Motilal Oswal Mutual Fund, he can do that online. The official website (www.motilaloswal.com) is the place to visit and provide the PAN card details, full name, and contact information, current address with the present state and city, and Email ID. There will be a button to click on the page’s right side as ‘Transact Online’ which you will need to use.

For new investors, the online account creation is easy and safe. Only the required documents and information will be needed as full name, PAN card details, contact and address details, email ID and the current residential location.

All the existing investors can log into their old existing account and invest in the fund. They need to generate a one-time password after using their PAN details. Log in with your username, password and transaction password and then ‘place an order’. To buy mutual fund scheme, choose the ‘fresh purchase’ option under the menu ‘transaction type’ in ‘fund/scheme type’. Select the name of the mutual fund you are looking for and click ‘go’ button. Place and confirm your order after providing all the details. The PMS existing investors as a Corporate or Trust or HUF also requires a ’one time password’ using the personal PAN card ID.

FAQs on Motilal Oswal Mutual Fund

How do I buy Motilal Oswal Mutual Fund's plan online?

Search the official website online. Click on the tab ‘invest online’ or mutual fund button. Choose new or existing investor and enter the needed details. Submit the information and confirm the declaration box. Fill up the Applicant’s details, your KYC clearance and other essential documents. Pay through net banking and buy the plan online.

How do I contact Motilal Oswal Mutual Funds Company?

You can choose the location and get phone numbers and email id in the particular place. You can also call 91-22 39982602 or 022 62701776 for trading options.

How do I login Motilal Oswal Mutual Funds Company website?

If you are an existing customer, you can just you can just enter your PAN Number and generate OTP and if you are a new customer, you need to fill up information like your name, Pan number, email id, mobile number, state, city and submit the form.

What is Motilal Oswal Mutual Funds Company's Contact Number?

Call the toll free number 1800-200-6626 to contact the company. You can also go to the website and choose the particular number you need to communicate for the particular issue.

Which Motilal Oswal Mutual Fund scheme should I invest?

Choose a plan according to your requirement. There is a tool to choose the suitable plan for yourself on the official website. Also, you can take help of the financial advisors from the company.

Why should I invest in Motilal Oswal Mutual Fund scheme?

This is a highly reputed company in the market as it also provides diversified investment options for the investors. It falls under direct investment management of the Motilal Oswal Asset Management Company Ltd. (MOAMC). It also undertakes many other activities, like it offers the management and advisory service to the offshore located funds. Opening an account and buying or trading funds are easy through the official website of the company.

Is there any charges on my transactions?

A GST rate will be applicable for the financial services, effective from July 1, 2017.

What is the Net Asset Value of a scheme?

Net Asset Value (NAV) is the fund per unit market value, i.e. the price which the investors pay to buy fund units from a fund company or sell it to the fund house. The NAV is calculated by dividing the total value of the belongings in a portfolio subtracting all the debt or liabilities.

How do I redeem the units of Motilal Oswal Mutual Funds?

Log in to your mutual fund account and choose the option ‘redemption’ under the heading ‘fund/scheme’ type. There will be the display of the mutual funds that you have already purchased. Select the actual mutual fund name and click the button ‘Go’. There will be the list of schemes that you bought. Choose the one you need, or if you wish to redeem them all. Click on “Redeem All’ button. Click on confirm order and to check the status of your confirmation, you can click on ‘check order status’ link

Do I have to pay any charges for redemption?

No. The online facility is free of cost to the investors.

Can I hold the units of Motilal Oswal Mutual Funds in Demat form?

Yes, the investors can hold Motilal Oswal form in Demat form by mentioning the demat account number details in the application form at the time of making an investment. To hold the units in the Demat form, the investors can also opt for the stock exchange mechanism.