Mutual Funds have gained popularity in recent years, which has led to the foundation of many great fund firms, one of them is
Motilal Oswal Mutual Fund Service Company.
Do you wonder about Motilal Oswal Mutual Funds' history, how they grew over time, what milestones they achieved, in which field they mostly work, and what the best fund to invest in is?
In this article, let's answer all your questions and discuss the policies offered by Motilal Oswal Mutual Funds.
Overview of Motilal Oswal Mutual Funds
The company Motilal Oswal Mutual Fund was launched in 1987 by Motilal Oswal and Raamdeo Agarwal in Mumbai. The company first started as a stockbroking firm and afterward started expanding more in diverse sectors.
In the course of time, the company started working in various fields of financial investment services, including the investment banking sector and asset management sector. In the past years, the company achieved many milestones, in 1990 listed on the Bombay Stock Exchange (BSE), and in 1994 listed on the National Stock Exchange (NSE).
In 2010 it launched another company in the mutual fund business market named Motilal Oswal Asset Management Company (MOAMC) and in 2021 it surpassed INR 2 trillion in AUM (Assets Under Management).
The company generally works on helping their clients to achieve financial freedom by providing a range of investment solutions specified according to its client's needs. The company stress on transparency, integrity, and a client-centric approach in all its actions.
Best Motilal Oswal Mutual Fund
This company offers different types of mutual funds under it. In every variety of funds, it launches several investment plans, some of which are described below:
Motilal Oswal Midcap Fund
This fund comes under equity mutual funds. This fund mainly focuses on companies that work on mid-cap mutual funds with the potential of making higher growths.
Its AUM (Assets Under Management) is Rs 23,703 crore. The minimum SIP starts from Rs 500 only.
Motilal Oswal Multicap 35 Fund
This fund is also a part of equity funds for direct growth. Its one year return is almost 17.4% and is suitable for investors who want to invest in diverse sectors.
Its AUM is Rs 11,855 crore and the minimum starts from Rs 500 only.
Motilal Oswal Flexi Cap Fund
This fund comes under the equity funds of SIP and is launched by this company. This fund works mainly on investing in large, mid and small-cap stocks.
Its AUM is Rs 11,171 crore and the minimum SIP is Rs 500.
Motilal Oswal Large & Midcap Fund
This fund focuses on both large and mid-cap funds and provides a good mix of stability and growth. This is suitable for investors who want balanced growth.
Its AUM is Rs 7,624 crore and the minimum SIP starts from Rs 500.
Motilal Oswal ELSS Tax Saver Fund
This fund is perfect for tax saving investment plans. It offers many tax advantages that come under the section 80C. Suited for investors seeking tax benefits and equity exposure.
Its AUM is Rs 3,405 crore and the minimum SIP starts from Rs 500 only.
The mentioned above are the best top five schemes of the Motilal Oswal Mutual Funds, but they are not the only ones offered by them. They also offer a variety of schemes under other mutual funds like debt funds, hybrid funds, index funds and many more.
Investment Strategies of Motilal Oswal Mutual Fund
The investment strategy of Motilal Oswal Funds is highly effective and admirable. They consider many factors and policies when making an investment strategy for their clients.
This fund company work on a principle called QGLP which stands for Quality, Growth, Longevity and Price.
Their investment philosophy emphasizes factors like risk management and maintaining a constructive portfolio. Their main objective is effective risk management and high quality stocks for higher growth and returns.
Motilal Oswal Mutual Funds recruits a well-maintained and highly researched investment strategy that centered on quality stocks, high growth potential and impressive risk management.
Benefits of investing in Motilal Oswal Mutual Funds
Investment in this fund company offers several benefits to its investors along with some customer services and support.
Let's talk about some of these benefits:
Diversification
Investing in this company allows you to invest in diverse sectors and asset classes with the reduced risks of individual stock investment.
Professional Management
The funds here are managed by professional managers who do deep research and analysis on your investment plan.
Strong Historical Performance
Many Motilal Oswal funds have performed consistently well in the market outperforming their own benchmarks which shows their potential.
Systematic Investment Plan (SIP)
In these funds, investors can start by investing a small amount of money through SIP which makes it easier for them to invest regularly.
Long-term Wealth Creation
Investing in these funds provides long term benefits, growth and wealth creation to its investors.
Future Outlook of Motilal Oswal Mutual Fund
Motilal Oswal Mutual Fund has showcased really good performance and results in their mutual fund policies returns, especially with their Mid-cap funds. Their mid-cap funds have shown an impressive performance by achieving returns of around 57.51% last year.
However the market conditions are not always the same, they may vary from time to time so investors should consider both past performances
and recent market conditions when making decisions for investment in 2025.
Because of their success in 2024 and outperforming their benchmark, Motilal Oswal mid cap funds have gained the attention of many investors. They are known for their great and maintained research for stock selection and consistent portfolio management.
Despite their success in 2024, investors are recommended to consider a cautious approach in 2025 due to current market valuations. Over the last three years, this company has given good returns annually which indicates a generally positive long term performance. But still, investors should consider a balanced approach while keeping in mind both risks and growth.
Conclusion
In short, Motilal Oswal Mutual Fund can be a great choice for someone who wants to invest in mutual funds and want a guidance in their investment process. The best and all-time work investment mode would be SIP, giving flexibility to adjust the investment amount as per your needs.
These funds provide their investors with a great portfolio, high quality stocks and effective risk management under the guidance of professionals.
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