Motilal Oswal Asset Management Company Ltd. (MOAMC), based in Mumbai, serves as the designated Investment Manager for Motilal Oswal Mutual Fund. Established in 2008 under the Companies Act of 1956, it is also a registered Portfolio Manager under SEBI (Portfolio Managers) Regulations, 1993. Promoted and sponsored by Motilal Oswal Financial Services Ltd. (MOFSL), the AMC boasts an extensive presence in over 600 locations nationwide, catering to more than 9 Lakh registered clients and operating from over 2400 office premises.
Beyond its core asset management function, Motilal Oswal AMC engages in various financial activities, providing advisory services to offshore funds, business consultancy, portfolio management, and research exchange. Motilal Oswal Trustee Company Limited (MOTCL), incorporated on November 14, 2008, acts as the trustee for Motilal Oswal Mutual Funds. Adhering to SEBI (MF) Regulations, MOTCL oversees the AMC's operations in accordance with regulatory provisions.
As of now, Motilal Oswal Mutual Fund manages a diversified portfolio with a net Assets under Management (AuM) of Rs. 30,619.97 Crore. You can start an SIP or make lumpsum investment in the mutual funds offered by Bajaj Finserv.
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Key information about Motilal Oswal Mutual Fund
Mutual fund name:
Motilal Oswal Mutual Fund
Asset management company Name:
Motilal Oswal Asset Management Company Pvt. Ltd.
Founded in:
November 14, 2008
AMC incorporation date:
November 14, 2008
Sponsor name:
Motilal Oswal Financial Services Limited
Trustee organization:
Motilal Oswal Trustee Limited
How to invest in Motilal Oswal Mutual Fund schemes?
Investing in mutual funds is easy with Bajaj Finserv. If you are a new investor, follow the below steps. For customers who have invested with us, please skip directly to step 7.
Choose a mutual fund category and a scheme that suits your goals and click on Invest Now.
Sign into Bajaj Finserv to setup your mutual fund account.
Verify your details using your PAN, Name, DOB, and Email ID. If your KYC is not complete, you will have to upload your address proof and complete video KYC.
Enter your bank details.
Upload your signature and provide additional details to continue.
Choose whether you want to invest in SIP or lumpsum and enter the investment amount. Click on INVEST.
Choose your payment mode (net-banking, UPI, NEFT/RTGS) and make the payment.
Wait for 2-3 working days for your investment to reflect in your portfolio.
Documents required to invest in Motilal Oswal Mutual Fund
If you are an existing customer, no documents are required for investment. However, for new customers keep the following documents handy before investing:
Are Motilal Oswal Mutual Fund's schemes safe to invest in?
One of the reputable AMCs in India is the Motilal Oswal Mutual Fund. All mutual fund houses are subject to stringent SEBI regulation. But when it comes to market-linked products like mutual funds, no asset management firm can ensure the protection of capital. It is preferable to assess your financial objectives, level of risk tolerance and investment horizon before selecting a fund.
Are Tata Mutual Funds schemes Tax-Free?
You can get tax-benefits under section 80C by investing in ELSS mutual funds offered Motilal Oswal Mutual Fund.
How can I cancel the ongoing SIP in a Motilal Oswal Mutual Fund's scheme?
If you have invested in any Motilal Oswal Mutual Fund scheme through the Bajaj Finserv platform, you can stop or cancel an SIP by logging into your account on the Bajaj Finserv platform and app without hassle.
How can I get the Motilal Oswal Mutual Fund statement?
If you have invested in any Motilal Oswal Mutual Fund scheme through the Bajaj Finserv platform, you can get your statement online on the Bajaj Finserv website or app.
How can I increase the SIP amount of a Motilal Oswal Mutual Fund's scheme?
If you have invested in a Motilal Oswal Mutual Fund scheme through the Bajaj Finserv platform, you can easily increase your SIP amount through the Bajaj Finserv website or app.
How to calculate Motilal Oswal Mutual Fund SIP?
You can calculate the potential returns on your SIP investments using the Bajaj Finserv SIP Calculator.
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BFL does NOT:
(i) provide investment advisory services in any manner or form;
(iv) carry independent research or analysis, including on any Mutual Fund schemes or other investments; and provide any guarantee of return on investment.
In addition to displaying the Mutual fund products of Asset Management Companies, some general information is sourced from third parties, is also displayed on ‘As-is’ basis, which should NOT be construed as any solicitation or attempt to effect transactions in securities or the rendering any investment advice. Mutual Funds are subject to market risks, including loss of principal amount and Investor should read all Scheme /Offer related documents carefully. The NAV of units issued under the Schemes of mutual funds can go up or down depending on the factors and forces affecting capital markets and may also be affected by changes in the general level of interest rates. The NAV of the units issued under the scheme may be affected, inter-alia by changes in the interest rates, trading volumes, settlement periods, transfer procedures and performance of individual securities. The NAV will inter-alia be exposed to Price / Interest Rate Risk and Credit Risk. Past performance of any scheme of the Mutual fund do not indicate the future performance of the Schemes of the Mutual Fund. BFL shall not be responsible or liable for any loss or shortfall incurred by the investors. There may be other / better alternatives to the investment avenues displayed by BFL. Hence, the final investment decision shall at all times exclusively remain with the investor alone and BFL shall not be liable or responsible for any consequences thereof.
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Disclaimer on Risk-O-Meter:
Investors are advised before investing to evaluate a scheme not only on the basis of the Product labeling (including the Riskometer) but also on other quantitative and qualitative factors such as performance, portfolio, fund managers, asset manager, etc. and shall also consult their financial advisers, if they are unsure about the suitability of the scheme before investing