Motilal Oswal Mutual Fund

About Motilal Oswal Mutual Fund

An investment is an act of committing money or capital to an endeavor with the expectation of obtaining an additional return. Investments can come in many forms, including but not limited to stocks, bonds, real estate, and venture capital.

Mutual funds can be a great way to invest your money and grow your wealth. With a wide variety of options to choose from, you're sure to find a fund that meets your needs. Whether you're a beginner or a seasoned investor, mutual funds can help you reach your financial goals.

If you're looking for a reliable and trustworthy way to invest your money, look no further than Motilal Oswal mutual funds. With over two decades of experience in the industry, Motilal Oswal has a proven track record of success. So why not put your trust in the experts? Invest today and watch your money grow!

Motilal Oswal Mutual Fund: Overview

Motilal Oswal Asset Management Company is an Indian asset management company headquartered in Mumbai. It was founded by Motilal Oswal, a pioneer in the financial markets who started the first equity research firm in India and was responsible for defining and establishing the benchmarks for investing in India.

The company is promoted by Motilal Oswal Financial Limited, one of India's leading private financial services firms. It is registered under the Companies Act, 1956. The company has a strong track record of delivering consistent and superior investment performance. MOAMC is led by a highly experienced and motivated team of professionals with a deep understanding of the Indian capital markets. The company is committed to providing investors with best-in-class products and services, and to creating long-term value for its shareholders.

Types of Mutual Funds Offered By Motilal Oswal

There are many types of mutual funds, each with its own investment objective. The most common types are equity funds, bond funds, and money market funds. 

Equity Linked Savings Scheme

Equity linked saving schemes offer you the dual benefit of saving for your future goals and the potential for capital appreciation. ELSS offers its investors a potential to earn higher returns than traditional saving plans. With a three year lock in period, ELSS is ideal for long term goals.

Equity Funds

An equity fund is a type of investment fund that invests in equity securities, which are stocks and shares in companies. Equity funds can be actively or passively managed.Some of the most popular equity funds from Motilal Oswal include: Motilal Oswal Focused 25 Fund, Motilal Oswal  Focused Multicap 35 Fund, and Motilal Oswal Focused Midcap 100 Fund.

Each of these funds has a different focus, and investors can choose the one that best fits their investment goals. For example, the Motilal Oswal Focused 25 Fund invests in the top 25 companies by market capitalization, while the Motilal Oswal Focused Multicap 35 Fund invests in 35 companies across different market capitalizations.However, equity funds also involve risk, as the value of the securities in the fund can go down as well as up.

Debt Funds

Debt funds invest in financial instruments that default, including corporate bonds and securitised assets. These investments are typically structured as funds or portfolios, to be managed for a fee. If you are looking for a debt fund to invest in, then Motilal Oswal should definitely be on your radar. Debt funds are considered to be relatively less risky than other investment options such as equity funds.

Another key reason is the potential for higher returns. Debt funds tend to offer higher returns than bank deposits.

Hybrid Funds

A hybrid fund is a mutual fund that invests in both stocks and bonds. This type of fund can offer investors a degree of diversification and stability, as it is not as volatile as a pure stock fund. 

For example, the Motilal Oswal Most Aggressive Equity Fund is an aggressive hybrid fund that invests primarily in stocks. The fund has a history of delivering strong returns, with an annualized return of 18.5% over the last 5 years.

Fund of Fund

A fund of funds is a type of investment vehicle that allows investors to pool their money together in order to invest in a variety of underlying funds.For example, the Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive that mainly targets domestic and international equity has an approximate annual growth of 11.60% in the past one year.

Fund of funds can be a great way to diversify your portfolio and reduce your overall risk. However, it's important to understand the fees associated with these types of investments before you commit your hard-earned money.

Index Funds

An index mutual fund is said to provide broad market exposure, low operating expenses and low portfolio turnover. Index funds are a type of mutual fund with a portfolio constructed to match or track the components of a market index. Index funds offer a number of benefits, including simplicity, diversification, and low costs. 

Motilal Oswal Asset Management Company offers index funds that seek to track the performance of the Nifty50, BSE Sensex, and other major indexes.

How to Invest in Motilal Oswal Mutual Funds?

If you are looking for a reliable mutual fund, Motilal Oswal is a great choice. In the last five years, their equity funds have outperformed the benchmark index by a wide margin. 

Decide Your Financial Goals

Prior to investing in mutual funds, set clear and achievable financial goals. This will help to measure your progress and stay motivated. To set financial goals, you need to figure out what you want to achieve. Do you want to become debt-free? Do you want to retire early? Once you have a good understanding of your goals, you can start to develop a plan to achieve them.

Outline Your Investments

When it comes to investing, one of the most important things to do is to outline your investment strategy and risks. This will allow you to make informed decisions about where to invest your money and how to best protect your investment.  

Choose Your Fund

In terms of complexity, this section is probably the most challenging. Stock market options range from small to large financial companies offering growth-oriented funds, equity funds, debt funds, index funds, and that's just a drop in the bucket. Prior to investing in mutual funds, do your research on the types of mutual funds.

Time the market

Now that you've selected your mutual fund, you'll need to analyze the market history and trends to determine when is a good time to invest. When you enter the market at a good time, your returns will exceed those of the market. It is advisable to enter the market when values have dropped across the index, as this usually indicates that a surge will follow.

Documents Required To Apply For Motilal Oswal Mutual Funds