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Mutual funds

Motilal Oswal Mutual Fund: A Leader in Indian Mutual Fund Industry

Strategic Insights

— 2 min read

Motilal Oswal Mutual Fund (MOMF) is a prominent player in the Indian mutual fund industry, with a total Assets Under Management (AUM) of Rs 79,948.59 crores as of September 30, 2024. The fund house, managed by Motilal Oswal Asset Management Company (MOAMC), offers 56 diverse mutual fund schemes catering to various risk-return profiles. MOMF is registered with the Securities and Exchange Board of India (SEBI) since 2009 and has been incorporated under the Companies Act of 1956 in 2008. With a presence in Mumbai, the fund house has a significant presence in the industry, accounting for 1.1% of the total AUM.

Key Takeaways:

  • Motilal Oswal Mutual Fund offers 56 diverse mutual fund schemes, allowing investors to choose a fund that aligns with their goals, investment horizon, risk appetite, and return expectations.
  • The fund house had an Assets Under Management (AUM) of Rs 79,948.59 crores as of September 30, 2024, accounting for 1.1% of the industry's total AUM.
  • Motilal Oswal Midcap Fund -- Direct Plan has 5-year returns of 34.95%, with Assets under management (AUM) of Rs 18,604 crore and an Expense ratio of 0.6%.
  • Motilal Oswal Nifty Smallcap 250 Index Fund -- Direct Plan has 5-year returns of 31.57%, with Assets under management (AUM) of Rs 829 crore and an Expense ratio of 0.36%.
  • Motilal Oswal Nifty Midcap 100 ETF has 5-year returns of 29.90%, with Assets under management (AUM) of Rs 554 crore and an Expense ratio of 0.22%.
  • Motilal Oswal ELSS Tax Saver Fund -- Direct Plan has 5-year returns of 26.56%, with Assets under management (AUM) of Rs 4,195 crore and an Expense ratio of 0.65%.
  • The top five Motilal Oswal Mutual Funds highlighted have different risk-return profiles, allowing investors to choose a fund that suits their investment objectives.

Statistics:

  • Motilal Oswal Mutual Fund AUM: Rs 79,948.59 crores (as of September 30, 2024)
  • Top 5 Motilal Oswal Mutual Funds -- Total Returns Since Launch:

+ Motilal Oswal Midcap Fund -- Direct Plan: 26.49%

+ Motilal Oswal Nifty Smallcap 250 Index Fund -- Direct Plan: 31.51%

+ Motilal Oswal Nifty Midcap 150 Index Fund -- Direct Plan: 30.56%

+ Motilal Oswal Nifty Midcap 100 ETF: 16.36%

+ Motilal Oswal ELSS Tax Saver Fund -- Direct Plan: 20.61%

  • Top 5 Motilal Oswal Mutual Funds -- Expense Ratio:

+ Motilal Oswal Midcap Fund -- Direct Plan: 0.6%

+ Motilal Oswal Nifty Smallcap 250 Index Fund -- Direct Plan: 0.36%

+ Motilal Oswal Nifty Midcap 150 Index Fund -- Direct Plan: 0.3%

+ Motilal Oswal Nifty Midcap 100 ETF: 0.22%

+ Motilal Oswal ELSS Tax Saver Fund -- Direct Plan: 0.65%

Sources:

  • Motilal Oswal Mutual Fund website
  • SEBI Website
  • Contify.com
  • IE Online Media Services Pvt. Ltd.

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