Fund house overviewMotilal Oswal
Mutual Fund.
Motilal Oswal Mutual Fund is the asset management arm of the broker Motilal Oswal Financial Services and launched its first scheme in 2010. It is known for a concentrated 'buy right, sit tight' equity philosophy and for a large passive and international range.
Motilal Oswal Mutual Fund at a glance
Fund-house metrics and scheme data labelled separately.
Motilal Oswal mutual funds
Filter the list to find a scheme. Returns shown are annualised where applicable.
| Scheme | NAV | ||||
|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund-Direct Plan-Growth OptionDirectMid Cap Fund · Equity | ₹40,809 Cr | ₹114.9478 | 0.91% | -3.4% | +18.2% |
| Motilal Oswal Large and Midcap Fund - Direct Plan - GrowthDirectLarge & Mid Cap Fund · Equity | ₹19,326 Cr | ₹39.6434 | 0.89% | +4.3% | +21.0% |
| Motilal Oswal Large and Midcap Fund - Regular Plan - GrowthRegularLarge & Mid Cap Fund · Equity | ₹19,326 Cr | ₹35.9085 | 1.79% | +3.2% | +19.6% |
| Motilal Oswal Flexi Cap Fund - Direct Plan - GrowthDirectFlexi Cap Fund · Equity | ₹13,799 Cr | ₹69.2042 | 1.18% | -0.0% | +17.9% |
| Motilal Oswal Flexi Cap Fund - Regular Plan - GrowthRegularFlexi Cap Fund · Equity | ₹13,799 Cr | ₹61.8019 | 2.00% | -0.8% | +16.9% |
| Motilal Oswal Nasdaq 100 Fund of Fund- Direct Plan GrowthDirectFoF Domestic · FoF | ₹8,257 Cr | ₹68.445 | 0.19% | +34.0% | +38.9% |
| Motilal Oswal Small Cap Fund - Regular Plan - GrowthRegularSmall Cap Fund · Equity | ₹7,883 Cr | ₹16.584 | 1.92% | +17.6% | — |
| Motilal Oswal Nifty India Defence Index Fund - Regular Plan - GrowthRegularIndex Funds · Index | ₹5,384 Cr | ₹11.6135 | 1.13% | +10.3% | — |
| Motilal Oswal ELSS Tax Saver Fund - Direct Plan - GrowthDirectELSS · Equity | ₹4,948 Cr | ₹63.9641 | 0.95% | +6.2% | +20.5% |
| Motilal Oswal ELSS Tax Saver Fund - Regular Plan - GrowthRegularELSS · Equity | ₹4,948 Cr | ₹55.0438 | 2.10% | +4.9% | +19.1% |
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Key information about Motilal Oswal Mutual Fund
| Mutual fund name | Motilal Oswal Mutual Fund |
|---|---|
| Asset management company | Motilal Oswal Mutual Fund |
| Mutual fund setup date | 28 November 2009 |
| Sponsor | Motilal Oswal Financial Services Limited |
| Trustee organisation | Motilal Oswal Trustee Company Limited |
| Managing director | Navin Agarwal |
| SEBI registration | MF/061/09/06 |
| Mutual fund AUM | About ₹1.1 lakh Cr as of Oct 2026 |
| Investor service | Official contact and grievance details ↗ |
Documents required to invest in Motilal Oswal Mutual Fund
For an individual investor, the exact requirements depend on KYC status and account type.
Keep a valid PAN or applicable exemption reference ready.
Use a document accepted under current KYC rules.
Provide an account in your name for investments and redemptions.
Keep mobile, email and nomination information available.
Joint holders, minors, NRIs and entities may require more. See AMFI's current KYC guidance.
How to invest in Motilal Oswal MF schemes through Zomint
- 01Choose the scheme
Match its mandate and riskometer to your goal and time horizon.
- 02Complete KYC
Confirm identity, address and bank details as needed.
- 03Place the investment
Choose SIP or one-time, review plan details and authorise payment.
Review the fund and your current holdings with an advisor before investing.
Motilal Oswal Mutual Fund customer care
Contact Motilal Oswal Mutual Fund ↗
For official service, complaints and current contact details.Top Motilal Oswal Mutual Fund managers
Key fund managers managing schemes under Motilal Oswal.
The fund is one part of your portfolio
Zomint's investment process considers consistency, downside risk, costs, portfolio quality and manager behaviour. It also checks whether a new fund duplicates existing holdings.
Vishal Singh
Head of Investments at Zomint
Vishal and the investment team look at a fund alongside your existing holdings, costs and risk. A strong standalone scheme may still add too much overlap.
Questions worth asking
Know when the data was checked
Scheme data
NAV, AUM, expense ratio and fund-manager assignments are sourced from Motilal Oswal's official website and AMFI registered data. The fund table covers 218 schemes listed under Motilal Oswal Mutual Fund. It is not the full AMC directory or a recommendation.
Fund-house figures
Motilal Oswal reports about ₹1.1 lakh Cr in AUM as of Oct 2026. Source: official website.
Corporate details
Setup date (28 November 2009), sponsor, SEBI registration (MF/061/09/06) follow AMFI member records. Contact details come from Motilal Oswal's website.
Costs
Expense ratios shown are Base Expense Ratio (BER) from the latest available factsheet. Check current TER disclosures for the full applicable expense figure.
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This page is auto-synced daily from verified data feeds. Zomint does not make any scheme recommendation on this page.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance does not guarantee future results. Zomint is an AMFI-Registered Mutual Fund Distributor (ARN-369496). No scheme recommendation is made on this page.