Motilal Oswal Mutual Fund


Motilal Oswal and Ramdeo Agarwal founded Motilal Oswal Securities Limited in the year 1987. This was after the company earned its membership in the Bombay Stock Exchange (BSE). The company later became a depository member of Central Depository Services Limited (CDSL) and National Securities Depository Limited (NSDL).
The company then entered in the sector of investment banking and private equity in the year 2006. Motilal Oswal took over Peninsular Capital Markets – a South Indian brokerage firm – in the same year. In the year 2006-07, it also teamed up with the Punjab National Bank (PNB) and State Bank of India (SBI) to provide online investment and trading facilities to the investors. In 2008, the company developed the biggest Equity Advisory Rooms. Motilal Oswal Securities Ltd. – a subsidiary company of The Motilal Oswal Financial Services – received the final registration certificate from SEBI to establish its own business of selling Mutual Funds. Motilal Oswal Mutual Fund is now registered as the investment manager for Motilal Oswal Asset Management Company.
It presents a broad array range of financial services. It has been offering innovative mutual fund schemes to its customers for many years. MOSt Shares M50 was India’s first ETF which was fundamentally weighted and based on S&P CNX Nifty Index. Some of the important schemes run by Motiwal Oswal include Midcap 100, NASDAQ 100, and MOSt 10-year Gilt Fund.
The company has been applauded by numerous awards. In 2015, the company was awarded as ‘The most valuable and admired home finance company’. CNBC TV18 Financial Advisory Awards also awarded it with Best Performing National Financial Advisor (Wealth Distribution Category).

Why Choose Motilal Oswal Mutual Fund?

  • Emphasis on Long term investment: Under its ‘Buy Right, Sit Tight’ philosophy Motilal Oswal purchases quality company stocks for a lower price and invests it for the long term. This enables maximum profitability from the long term investment.

  • Zero exit load: It provides with open ended equity fund schemes with zero exit loads that ensures better returns for a long-term investor.

  • Smart Portfolio Management: The company takes care to avoid extreme churning and the losses associated with this approach. Hence, the investors are provided with low churning portfolios. Also, it provides portfolios that are meant to cater to specific investment styles and risk profiling.

  • Wide Range of Services: Apart from selling Mutual Funds, the company offers wide range of products such as equities, derivatives, portfolio management services (PMS), IPOs (Initial Public Offerings), Insurance, Fixed income plans, property advisory, commodity trading, and currencies.

  • Leader in Industry: The company is a 6-time winner of Best Performing Equity Broker (National) by UTI-CNBC TV18 Financial Advisor Awards. It has over 10,000,000 satisfied customers and a pan-India presence.

Date of setup: December 29, 2009

Sponsor(s): Motilal Oswal Securities Limited

Address: Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumba Mumbai 400025

Tel: 022-66585000

Fax: 022 - 30896884


Types of Funds Offered:

  • Equity Fund: Equity funds have a majority of its holdings in equity markets like shares and stocks of companies. The returns applicable on these funds are dependent on the company’s performance at any given time period. Since the valuation and stock performance fluctuates greatly, risk averse investors tend to have a lower or zero allocation of equity in their mutual fund portfolio. Motilal MOSt Oswal M50 ETF, or Motilal MOSt Oswal NASDAQ 100 ETF are some of the open ended equity funds traded by Motilal Oswal.

  • Debt Funds: These invest in relatively safer avenues like money markets and government securities. It ensures a fixed (but lower) income as compared to the volatile equity funds. Investors hold these debt funds for a relatively lower time frame (from one to three years). The Motilal Oswal Ultra Short Term Fund is a debt fund operated by the company.

  • ETFs: Exchange Traded Funds by Motilal Oswal are designed to generate returns by tracking the performance of physical gold in the market. Motilal Oswal Most Shares Gold ETF is the top and popular ETFs in the market.

Fund Managers at Motilal Oswal Mutual Fund:

  • Mr. Abhiroop Mukherjee, Associate Vice President - Fund Manager, Fixed Income:

    Mr. Mukherjee brings with him over 6 years experience in Fixed Income Securities trading. At Motilal Oswal Asset Management Company Limited, he is designated as AVP & Fund Manager - Fixed Income and is the Fund Manager of Motilal Oswal Most 10 year Gilt Fund and MOSt Ultra Short Term Fund. Mr. Mukherjee is a PGPBF (Finance) from National Institute of Bank Management, a B.Com (Honours) from Calcutta University.


  • Mr. Akash Singhania, Sr. Vice President - Fund Manager:

    Akash has overall 13 years of experience and more than 11 years of experience in Fund management. He is the Fund Manager of the Scheme, Motilal Oswal Midcap 30 Fund. Mr. Singhania has completed his PGDM (MBA) Finance & Marketing from IIM Lucknow, Chartered Accountancy in Accounting & Auditing from ICAI in 2001 & he is a qualified Company Secretary - Corporate Laws & Taxation from ICSI -2001.


  • Mr. Gautam Sinha Roy, Sr. Vice President - Fund Manager:

    Gautam has over 14 years of rich and varied experience in fund management and research. He is the Fund Manager for the Scheme, Motilal Oswal Multicap 35 Fund, Motilal Oswal Long Term Fund & Motilal Oswal Dynamic Fund. He is an alumnus of IIM Calcutta (2003) and holds an honours degree in Chemical Engineering. Citywire, a London based mutual fund ranking agency that tracks over 15,000 fund managers globally, has ranked him as World Number 1 India Fund Manager over the last three years (ending on June 2017).

  • Mr. Siddharth Bothra, Sr. Vice President - Fund Manager:

    Mr Siddharth Bothra has a rich experience of more than 13 years in the field of research and investments. He is the fund manager of Motilal Oswal Focused 25 Fund. He holds an honors degree of MBA (Post Graduate Program) from ISB (Indian School of Business, Hyderabad), MBA International Student Exchange NYU Stern School of Business (New York) and B.Com (Honors).


  • Mr. Swapnil Mayekar, Fund Manager:

    Mr. Mayekar has 10 years of experience in the financial services industry. He has been part of fund management & product development team for Motilal Oswal Asset Management Company Limited (Mutual Fund) for last 5 years. He has done his post-graduation in Commerce (Finance Management) from University of Mumbai.


  • Mr. Niket Shah, Vice President - Associate Fund Manager:

    Niket has 9 years of overall experience. He has done his Master’s in Business Administration (MBA) in Finance from Welingkar Institute of Management studies. He is the Associate Fund Manager of the Scheme, Motilal Oswal Midcap 30 Fund.


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