Motilal Oswal Mutual Fund (MOMF) is managed by Motilal Oswal Asset Management Company (MOAMC), which is promoted by Motilal Oswal Financial Services Limited (MOFSL), a public company listed on both BSE and NSE. MOMF offers a variety of mutual fund schemes designed to help investors grow their wealth through professionally managed portfolios.
The fund house provides a diverse range of 56 funds across different risk-return profiles, allowing investors to choose a fund that aligns with their goals, investment horizon, risk appetite, and return expectations.
Registered with SEBI in 2009 and incorporated in 2008 under the Companies Act of 1956, Motilal Oswal Mutual Fund is based in Mumbai. As of September 30, 2024, the fund house had an assets under management (AUM) of Rs 79,948.59 crores, accounting for 1.1% of the industry’s total AUM.
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In this article, we will explore the top five Motilal Oswal Mutual Funds, highlighting their returns and other key features. Please keep in mind that past performance is not indicative of future results.
Motilal Oswal Midcap Fund – Direct Plan
5-year returns – 34.95%
Assets under management (AUM) – Rs 18,604 crore
Expense ratio – 0.6%
Return since launch – 26.49%
Benchmark – NIFTY Midcap 150 TRI
Motilal Oswal Nifty Smallcap 250 Index Fund – Direct Plan
5-year returns – 31.57%
Assets under management (AUM) – Rs 829 crore
Expense ratio – 0.36%
Return since launch – 31.51%
Benchmark – NIFTY Smallcap 250 TRI
Motilal Oswal Nifty Midcap 150 Index Fund – Direct Plan
5-year returns – 30.07%
Assets under management (AUM) – Rs 1,949 crore
Expense ratio – 0.30%
Return since launch – 30.56%
Benchmark – NIFTY Midcap 150 TRI
Motilal Oswal Nifty Midcap 100 ETF
5-year returns – 29.90%
Assets under management (AUM) – Rs 554 crore
Expense ratio – 0.22%
Return since launch – 16.36%
Benchmark – NIFTY Midcap 100 TRI
Motilal Oswal ELSS Tax Saver Fund – Direct Plan
5-year returns – 26.56%
Assets under management (AUM) – Rs 4,195 crore
Expense ratio – 0.65%
Return since launch – 20.61%
Benchmark – NIFTY 500 TRI
Disclaimer: The above content is for informational purposes only. Mutual Fund investments are subject to market risks. Please consult your financial advisor before investing.