Motilal Oswal Mutual Fund

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Incorporated on November 14, 2008, Motilal Oswal Mutual Fund is managed by Motilal Oswal Asset Management Company. It holds an AUM of ₹115,870 crore. It has a diverse portfolio of 56 mutual fund schemes, spanning equity, debt, and hybrid funds. The fund house is recognized among India’s leading mutual fund providers. Known for strong performance and innovative investment strategies, Motilal Oswal Mutual Fund is headquartered in Mumbai and is promoted by Motilal Oswal Financial Services Limited.
Scheme Name
Min. Invest AUM (In Cr)
24.79% ₹500 ₹2,149.70 Invest
20.25% ₹500 ₹4,331.97 Invest
Motilal Oswal Large and Midcap Fund - Dir (G)
Motilal Oswal Large and Midcap Fund - Dir (G)

Large & Mid Cap Fund | Equity

19.90% ₹500 ₹9,176.39 Invest
Motilal Oswal Midcap Fund-Dir (G)
Motilal Oswal Midcap Fund-Dir (G)

Mid Cap Fund | Equity

18.05% ₹500 ₹27,780.18 Invest
Motilal Oswal Flexi Cap Fund-Dir(G)
Motilal Oswal Flexi Cap Fund-Dir(G)

Flexi Cap Fund | Equity

17.24% ₹500 ₹12,418.46 Invest
16.57% ₹500 ₹20.65 Invest
15.28% ₹500 ₹633.68 Invest
14.29% ₹500 ₹3,896.70 Invest
9.83% ₹500 ₹676.05 Invest
7.30% ₹500 ₹1,980.77 Invest
7.02% ₹500 ₹2,199.21 Invest
7.01% ₹500 ₹2,126.13 Invest
6.89% ₹500 ₹1,132.51 Invest
Motilal Oswal Ultra Short Term Fund - Dir (G)
Motilal Oswal Ultra Short Term Fund - Dir (G)

Ultra Short Duration Fund | Debt

6.63% ₹500 ₹609.73 Invest
3.88% ₹500 ₹822.30 Invest
3.27% ₹500 ₹109.68 Invest
1.36% ₹500 ₹1,399.06 Invest
-1.41% ₹500 ₹48.35 Invest
-1.59% ₹500 ₹814.92 Invest
-2.01% ₹500 ₹324.57 Invest
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Incorporated on November 14, 2008, Motilal Oswal Mutual Fund is managed by Motilal Oswal Asset Management Company. It holds an AUM of ₹115,870 crore. It has a diverse portfolio of 56 mutual fund schemes, spanning equity, debt, and hybrid funds. The fund house is recognized among India’s leading mutual fund providers. Known for strong performance and innovative investment strategies, Motilal Oswal Mutual Fund is headquartered in Mumbai and is promoted by Motilal Oswal Financial Services Limited.

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1Y returns

24.79%

Min. Invest

₹500

AUM

₹2,149.70 Cr

1Y returns

20.25%

Min. Invest

₹500

AUM

₹4,331.97 Cr

1Y returns

19.90%

Min. Invest

₹500

AUM

₹9,176.39 Cr

1Y returns

18.05%

Min. Invest

₹500

AUM

₹27,780.18 Cr

1Y returns

17.24%

Min. Invest

₹500

AUM

₹12,418.46 Cr

1Y returns

16.57%

Min. Invest

₹500

AUM

₹20.65 Cr

1Y returns

15.28%

Min. Invest

₹500

AUM

₹633.68 Cr

1Y returns

14.29%

Min. Invest

₹500

AUM

₹3,896.70 Cr

1Y returns

9.83%

Min. Invest

₹500

AUM

₹676.05 Cr

1Y returns

7.30%

Min. Invest

₹500

AUM

₹1,980.77 Cr

1Y returns

7.02%

Min. Invest

₹500

AUM

₹2,199.21 Cr

1Y returns

7.01%

Min. Invest

₹500

AUM

₹2,126.13 Cr

1Y returns

6.89%

Min. Invest

₹500

AUM

₹1,132.51 Cr

Motilal Oswal Ultra Short Term Fund - Dir (G)

Motilal Oswal Ultra Short Term Fund - Dir (G)

Equity | Ultra Short Duration Fund

1Y returns

6.63%

Min. Invest

₹500

AUM

₹609.73 Cr

1Y returns

3.88%

Min. Invest

₹500

AUM

₹822.30 Cr

1Y returns

3.27%

Min. Invest

₹500

AUM

₹109.68 Cr

1Y returns

1.36%

Min. Invest

₹500

AUM

₹1,399.06 Cr

1Y returns

-1.41%

Min. Invest

₹500

AUM

₹48.35 Cr

1Y returns

-1.59%

Min. Invest

₹500

AUM

₹814.92 Cr

1Y returns

-2.01%

Min. Invest

₹500

AUM

₹324.57 Cr

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About Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund has articulated a mission that extends far beyond traditional investment management, positioning itself as a comprehensive financial partner dedicated to investor empowerment, financial innovation, and sustainable wealth creation. The organization's mission is deeply rooted in creating long-term value while addressing the diverse financial needs of investors across different segments of the market.

At the core of Motilal Oswal Mutual Fund's mission is the commitment to providing holistic and innovative investment solutions. The fund aims to offer a comprehensive range of mutual fund schemes that cater to the unique requirements of investors at different life stages and with varying financial goals. By developing diverse investment products spanning equity, debt, hybrid, and specialized funds, the organization seeks to create flexible investment pathways that enable investors to build personalized and strategic financial portfolios.

Financial education and investor empowerment form a critical pillar of the fund's mission. Motilal Oswal Mutual Fund is dedicated to enhancing financial literacy through comprehensive and innovative awareness programs. The organization conducts extensive investor education initiatives, including digital workshops, research publications, interactive seminars, and personalized financial counseling. Their mission is to demystify complex financial concepts, provide transparent information, and enable investors to make informed and confident investment decisions.

Technological innovation is integral to the fund's mission. Motilal Oswal has consistently invested in developing advanced digital platforms that transform the investment experience. Their technological solutions offer seamless online transactions, real-time portfolio tracking, comprehensive financial analytics, and user-friendly interfaces. The mission is to leverage technology to make mutual fund investments more accessible, transparent, and convenient for investors across different demographic segments, thereby democratizing investment opportunities.

Research-driven investment strategies represent a fundamental aspect of the fund's mission. The organization is committed to maintaining the highest standards of professional research and market analysis. By employing sophisticated analytical tools, advanced financial modeling, and a team of experienced fund managers, Motilal Oswal Mutual Fund aims to deliver well-researched, strategically constructed investment solutions that can navigate complex market dynamics effectively.

Sustainable and responsible investing are deeply embedded in the fund's mission. The organization has progressively integrated environmental, social, and governance (ESG) considerations into its investment philosophy. By identifying and supporting companies with robust sustainability practices, ethical business models, and positive societal impact, the fund aims to generate long-term value while contributing to broader social and environmental objectives.

Risk management is another critical component of the fund's mission. Motilal Oswal Mutual Fund is committed to implementing comprehensive risk mitigation strategies across its investment portfolios. Through advanced risk assessment techniques, strategic diversification, continuous portfolio monitoring, and sophisticated hedging mechanisms, the fund aims to protect investor interests while maintaining competitive return potential.

The mission of Motilal Oswal Mutual Fund extends to promoting systematic and disciplined investing. The organization actively encourages systematic investment plans (SIPs) that help investors benefit from rupee-cost averaging, reduce market volatility impact, and create potential wealth accumulation opportunities over extended periods. This approach reflects their commitment to helping investors develop sustainable long-term financial strategies.

Customer-centricity is a fundamental principle driving the fund's mission. Motilal Oswal Mutual Fund is dedicated to creating personalized investment experiences that prioritize investor needs, preferences, and financial goals. By offering transparent communication, personalized financial advice, and responsive customer support, the fund aims to build long-term trust and meaningful relationships with investors.

How to Invest in Motilal Oswal Mutual Fund?

Motilal Oswal Mutual Fund follows a disciplined investment strategy, focusing on high-quality companies with strong growth potential. This approach helps in navigating market volatility effectively.

The fund house boasts a team of seasoned professionals with extensive market experience. Their expertise ensures informed investment decisions and consistent performance.

With a focus on long-term wealth creation, Motilal Oswal Mutual Fund aims to generate superior risk-adjusted returns, benefiting from the compounding effect over time.

Here are the steps you need to go through to begin your investment.

Step 1: Login or Register
Sign in or create an account using Torus for a smooth investment process.

Step 2: Validate Identity Proof
Verify your identity digitally through Digilocker, avoiding the need for physical documents.

Step 3: Assess Risk Level
Choose your risk preference—low, medium, or high—based on your investment goals.

Step 4: Select a Mutual Fund Scheme
Pick a mutual fund scheme that matches your financial objectives and risk tolerance.

Step 5: Choose Investment Type
Decide between making a one-time lump sum investment or setting up a Systematic Investment Plan (SIP).

Step 6: Schedule SIP
Set your SIP to be executed either on the same day or on a specific day each month for added flexibility.

Your Torus account will reflect the Motilal Oswal Mutual Fund in India you have invested in within 3 to 4 working days.

Top 10 Motilal Oswal Mutual Fund

Scheme Name
Min. Invest AUM (In Cr)

Top 10 Motilal Oswal Mutual Fund

1Y returns

24.79%

Min. Invest

₹500

AUM

₹2,149.70 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 24.79%, 27.39%, and 27.39%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.

1Y returns

20.25%

Min. Invest

₹500

AUM

₹4,331.97 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 20.25%, 24.88%, and 24.88%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

1Y returns

19.90%

Min. Invest

₹500

AUM

₹9,176.39 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 19.90%, 32.75%, and 34.59%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

1Y returns

18.05%

Min. Invest

₹500

AUM

₹27,780.18 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 18.05%, 33.26%, and 39.94%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

1Y returns

17.24%

Min. Invest

₹500

AUM

₹12,418.46 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 17.24%, 26.07%, and 24.94%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

1Y returns

16.57%

Min. Invest

₹500

AUM

₹20.65 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 16.57%, 19.53%, and 19.53%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

1Y returns

15.28%

Min. Invest

₹500

AUM

₹633.68 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 15.28%, 17.62%, and 26.20%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

1Y returns

14.29%

Min. Invest

₹500

AUM

₹3,896.70 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 14.29%, 30.67%, and 31.62%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.

1Y returns

9.83%

Min. Invest

₹500

AUM

₹676.05 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.83%, 15.88%, and 23.21%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

1Y returns

7.30%

Min. Invest

₹500

AUM

₹1,980.77 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.30%, 32.14%, and 32.14%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

1Y returns

7.02%

Min. Invest

₹500

AUM

₹2,199.21 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.02%, 18.25%, and 25.49%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

1Y returns

7.01%

Min. Invest

₹500

AUM

₹2,126.13 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.01%, 26.13%, and 34.00%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.

1Y returns

6.89%

Min. Invest

₹500

AUM

₹1,132.51 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.89%, 6.56%, and 5.17%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.
Motilal Oswal Ultra Short Term Fund - Dir (G)

Motilal Oswal Ultra Short Term Fund - Dir (G)

Equity | Ultra Short Duration Fund

1Y returns

6.63%

Min. Invest

₹500

AUM

₹609.73 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.63%, 6.25%, and 4.99%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

1Y returns

3.88%

Min. Invest

₹500

AUM

₹822.30 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 3.88%, 23.99%, and 36.79%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

1Y returns

3.27%

Min. Invest

₹500

AUM

₹109.68 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 3.27%, 18.08%, and 16.78%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

1Y returns

1.36%

Min. Invest

₹500

AUM

₹1,399.06 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 1.36%, 14.15%, and 18.24%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

1Y returns

-1.41%

Min. Invest

₹500

AUM

₹48.35 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately -1.41%, 20.67%, and 20.67%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

1Y returns

-1.59%

Min. Invest

₹500

AUM

₹814.92 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately -1.59%, 38.60%, and 38.60%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

1Y returns

-2.01%

Min. Invest

₹500

AUM

₹324.57 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately -2.01%, 20.42%, and 23.85%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.

FAQ’s

How to Start Motilal Oswal Mutual Fund SIP Online?

Log in or register on Torus Digital or the Motilal Oswal Mutual Fund website. Validate your identity using Digilocker. Choose your risk level, select a mutual fund scheme, and decide between a lump sum or SIP.

How to Calculate Motilal Oswal Mutual Fund SIP?

Use the SIP calculator on the Motilal Oswal Mutual Fund website. Enter your monthly investment amount, expected rate of return, and investment duration to estimate your future returns.

How to Redeem Motilal Oswal Mutual Fund?

Log in to your account on Torus Digital or the Motilal Oswal Mutual Fund website. Select the mutual fund you wish to redeem, enter the number of units, and confirm the transaction.

How Much Time Does It Take to Redeem Motilal Oswal Mutual Fund?

It typically takes 1-3 working days for the redeemed amount to be credited to your bank account, depending on the type of fund.

Why Should I Invest in Motilal Oswal Mutual Fund?

Motilal Oswal Mutual Fund offers a diverse range of high-performing schemes, robust risk management, and innovative investment solutions, making it a reliable choice for achieving long-term financial goals.
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start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.