Motilal Oswal Mutual Fund: Top Funds & AMC Overview
Motilal Oswal Mutual Fund manages ₹1.64 lakh crore across 52 schemes. Explore top-ranked funds, AMC details, and how to start investing via SIP.
Motilal Oswal Mutual Fund manages ₹1,64,209.61 crore in assets across 52 schemes, backed by 16 years of operations and a pan-India presence spanning over 600 locations. Incorporated on 29 December 2009 and sponsored by Motilal Oswal Financial Services Limited, the fund house serves more than 9 lakh registered clients through over 2,400 office premises. Its scheme range covers large-and-midcap equity, ELSS, index, and international fund-of-funds — catering to a wide spectrum of investor goals.
Key takeaways
- AUM of ₹1,64,209.61 crore spread across 52 schemes, with 16 years of track record
- Presence in over 600 locations, 2,400+ office premises, and a registered base of more than 9 lakh clients
- Sponsored by Motilal Oswal Financial Services Limited (MOFSL), a diversified financial services firm with its own 9 lakh-strong clientele
- MOAMC crossed $1 billion in combined PMS assets and equity mutual funds in 2016, then reached $2.5 billion in equity assets within the following year — 150% growth in twelve months
- Scheme range spans domestic equity (large-and-midcap, midcap, ELSS) and international indices (Nasdaq 100, S&P 500)
About Motilal Oswal Mutual Fund
Motilal Oswal Asset Management Company Ltd. (MOAMC) is the investment manager for Motilal Oswal Mutual Fund, headquartered at Motilal Oswal Towers, Prabhadevi, Mumbai. Incorporated on 29 December 2009, the AMC is also registered as a Portfolio Manager under the SEBI (Portfolio Managers) Regulations, 1993. Beyond managing mutual funds, MOAMC engages in an advisory capacity for offshore funds, as well as in business consultancy, portfolio management, and research services.
The fund house has built one of the wider retail distribution footprints among Indian AMCs, with operations in over 600 locations across the country and more than 2,400 office premises supporting its client base of over 9 lakh investors.
Sponsor: Motilal Oswal Financial Services Limited
MFSL, the sponsor behind the fund house, was established in May 2005 and commenced operations in June of the same year. The company spans a broad range of financial products and services — retail brokerage, private wealth management, investment banking, currency broking, and the distribution of institutional asset management. MOFSL's client base also exceeds 9 lakh, with a significant share comprising High Net Worth individuals.
Over the years, MOFSL acquired Motilal Oswal Venture Capital Advisors Pvt. Ltd., Motilal Oswal Securities Ltd., Peninsular Capital Markets Ltd., Antop Traders Pvt. Ltd., and Motilal Oswal Insurance Brokers. In FY07-08, MOFSL completed its first IPO, offering 29,82,710 shares at ₹5 each. Following SEBI's in-principal approval to set up a mutual fund business, MOFSL began sponsoring MOAMC.
Trustee: Motilal Oswal Trustee Company Ltd.
Motilal Oswal Trustee Company Limited (MOTCL), incorporated on 14 November 2008, acts as trustee to Motilal Oswal Mutual Fund. It operates in compliance with SEBI (MF) Regulations and oversees the AMC's functioning in accordance with the guidelines set by the regulator.
Key AMC Details at a Glance
The table below captures the essential facts about the fund house — sponsors, trustees, leadership, and contact details.
| Field | Detail |
|---|---|
| Total AUM | ₹1,64,209.61 crore (about ₹1.64 lakh crore) |
| Number of schemes | 52 |
| AMC age | 16 years |
| Incorporation date | 29 December 2009 |
| Sponsors | Motilal Oswal Financial Services Limited |
| Trustee organisation | Motilal Oswal Trustee Company Ltd. |
| Trustees | Mr. Sandip Ghose, Mr. Viraj Kulkarni, Mr. Vijay Agarwal, Mr. Vishal Tulsyan |
| CIO | Niket Shah(Chief Investment Officer) |
| MD | Mr. Navin Agarwal |
| CEO | Prateek Agrawal(Chief Executive Officer) |
| Compliance officer | Aparna Karmase |
| Address | Motilal Oswal Towers - 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai 400025 |
Fund Management and Leadership
- Managing Director: Mr. Navin Agarwal
- CEO: Prateek Agrawal
- CIO: Niket Shah
- Compliance Officer: Aparna Karmase
- Trustees: Mr. Sandip Ghose, Mr. Viraj Kulkarni, Mr. Vijay Agarwal, Mr. Vishal Tulsyan
Milestones in MOAMC's Growth
MOAMC launched its first mutual fund scheme in 2010 — the same year MOFSL's net worth crossed the ₹1,000 crore mark. A year later, in 2011, MOAMC became the first Indian AMC to ring the NASDAQ Stock Market opening bell. By 2016, the AMC had crossed the $1 billion mark in combined PMS assets and equity mutual funds, a milestone reached in record time. That same year, MOAMC expanded internationally with the launch of the Motilal Oswal India Fund (MOIF). Within the following twelve months, equity assets grew to $2.5 billion — a 150% increase in a single year.
Top 10 Motilal Oswal Mutual Funds — Returns
The funds below are ranked by Invo Wealth's internal quality score. Trailing returns across 6-month, 1-year, 3-year, and 5-year periods are shown for each scheme.
Performance data as of 5 September 2026.
| Fund | Sub-category | 6M CAGR | 1Y CAGR | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Motilal Oswal Large and Midcap Fund - Direct Plan - Growth | Large & Mid Cap Fund | 40.58% | 13.49% | 23.09% | 18.90% |
| Motilal Oswal S&P 500 Index Fund | Index Fund | 35.49% | 27.17% | 24.62% | 16.90% |
| Motilal Oswal Large and Midcap Fund - Regular Plan - Growth | Large & Mid Cap Fund | 39.21% | 12.38% | 21.66% | 17.36% |
| Motilal Oswal Midcap Fund | Mid Cap Fund | 42.65% | 0.24% | 17.44% | 21.15% |
| Motilal Oswal ELSS Tax Saver Fund | ELSS (Tax Saver) Fund | 45.25% | 13.75% | 21.28% | 16.06% |
| Motilal Oswal Nasdaq 100 Fund of Fund | Fund of Funds (FoF) | 118.45% | 57.64% | 36.58% | 22.71% |
| Motilal Oswal Active Momentum Fund - Direct Plan - Growth | Sectoral/Thematic Fund | 50.55% | 27.45% | -- | -- |
| Motilal Oswal Special Opportunities Fund | Sectoral/Thematic Fund | 55.62% | 23.32% | -- | -- |
| Motilal Oswal BSE Financials ex Bank 30 Index Fund | Index Fund | 6.51% | 6.04% | 14.48% | -- |
| Motilal Oswal Active Momentum Fund - Regular Plan - Growth | Sectoral/Thematic Fund | 50.40% | 27.32% | -- | -- |
Top 10 Motilal Oswal Mutual Funds — Risk Metrics
Returns alone do not tell the full story. The table below shows volatility, maximum drawdown, and Sortino ratio for each top fund to help assess how much risk is embedded in those returns.
| Fund | ISIN | Mean 1Y rolling return | Volatility | Max drawdown (3Y) | Sortino ratio |
|---|---|---|---|---|---|
| Motilal Oswal Large and Midcap Fund - Direct Plan - Growth | INF247L01999 | 25.29% | 23.07% | -26.06% | 0.97 |
| Motilal Oswal S&P 500 Index Fund | INF247L01AH0 | 18.20% | 18.52% | -19.43% | 1.41 |
| Motilal Oswal Large and Midcap Fund - Regular Plan - Growth | INF247L01965 | 23.56% | 23.07% | -26.25% | 0.88 |
| Motilal Oswal Midcap Fund | INF247L01411 | 27.87% | 21.58% | -29.64% | 0.70 |
| Motilal Oswal ELSS Tax Saver Fund | INF247L01544 | 21.62% | 23.09% | -27.89% | 0.85 |
| Motilal Oswal Nasdaq 100 Fund of Fund | INF247L01700 | 24.13% | 25.79% | -26.26% | 1.76 |
| Motilal Oswal Active Momentum Fund - Direct Plan - Growth | INF247L01EP5 | 23.34% | 20.60% | -16.58% | 1.42 |
| Motilal Oswal Special Opportunities Fund | INF247L01FV0 | 21.63% | 20.55% | -15.20% | 1.15 |
| Motilal Oswal BSE Financials ex Bank 30 Index Fund | INF247L01BD7 | 19.65% | 23.82% | -17.92% | 0.44 |
| Motilal Oswal Active Momentum Fund - Regular Plan - Growth | INF247L01ES9 | 23.22% | 20.60% | -16.61% | 1.41 |
How to Invest in Motilal Oswal Mutual Fund Online
Starting a SIP or a lump-sum investment in Motilal Oswal funds is straightforward. Sign up on Invo Wealth, get complete portfolio insights, and start investing in mutual funds that actually suit your goals. Alternatively, you can invest directly through the Motilal Oswal website or any other registered online investment platform.
To grow your SIP contribution over time, the step-up or top-up SIP facility is an option — check with the fund house to confirm availability before making changes. To stop a SIP, place a Cancel SIP request through the fund house website using your folio number, or through the platform where you set up the investment.
Conclusion
Motilal Oswal Mutual Fund brings 16 years of asset management experience, a ₹1.64 lakh crore AUM, and 52 schemes to Indian retail investors. Whether the goal is domestic equity growth, tax saving under ELSS, or exposure to global indices like the Nasdaq 100 or S&P 500, the fund house offers relevant options across risk profiles. Reviewing the returns history and risk metrics alongside your own investment horizon and financial plan is the right place to start before selecting any scheme.
Frequently asked questions
How do I start a SIP in Motilal Oswal Mutual Fund online?
You can start a SIP online through Invo Wealth, directly via the Motilal Oswal website, or through any other registered investment platform. The process is entirely digital and does not require a branch visit.
How is a Motilal Oswal Mutual Fund SIP amount calculated?
To work out your SIP amount, you need to factor in the investment amount, the tenure of the SIP, any existing Motilal Oswal SIP instalments already paid, and your expected rate of return. Most online platforms provide a built-in SIP calculator to simplify this.
How do I redeem my Motilal Oswal Mutual Fund investment?
Online redemption is possible by logging into the Motilal Oswal website with your folio number, or through the platform where you originally invested. For offline redemption, visit the nearest fund house branch and submit the required form.
Can I increase my SIP amount in Motilal Oswal Mutual Fund?
Yes, the step-up or top-up SIP facility allows you to increase your SIP amount periodically. It is advisable to confirm availability with the fund house first, and then use a step-up calculator to decide on the revised instalment amount.
How do I stop a Motilal Oswal Mutual Fund SIP online?
You can cancel your SIP at any time by placing a Cancel SIP request. This can be done by logging into the fund house website with your folio number, contacting your agent, or using the online investment platform where the SIP was set up.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. This article is for education only and is not investment advice. Past performance does not guarantee future returns. Invo Wealth is an AMFI-registered mutual fund distributor (ARN-368528).