Motilal Oswal Mutual Fund: Your Route to Wealth Creation

Do you prefer making money from money, well if you believe in this thought then mutual funds are for you? Let me show you around Motilal Oswal Mutual Fund, which is one of the best funds to invest in.

Within this article you will look into what is this fund, what it offers to you and does it fit in your investment plans.

What is Motilal Oswal Mutual Fund?

Motilal Oswal Mutual Fund introduced by Motilal Oswal Financial Services Group is an AMC that provides its investors with a wide range of investment options to choose from.

This fund typically believes in giving its investors a well-researched and effective investment approach. The main objective of this fund is to generate consistent returns in a long term.

Launched in 2008 for long term growth, this fund generally invests in equity and its related instruments. Motilal Oswal SIP funds are well-known in the financial market when it comes to long term growth of investments.

What is the Value Strategy of Motilal Oswal Mutual Fund?

The Motilal Oswal Mutual Fund value strategy is to focus on essentially strong companies that are underrated in the market.

A detailed description of the investment strategy of this fund is given below:

Investment Philosophy

This highlights a value-based stock selection strategy, concentrating on high-quality stocks managed by capable individuals.

Long-term Focus

It uses a buy and hold strategy, focusing on long term investment growth for wealth creation.

Portfolio Composition

Focuses on diversification of the investor's portfolio maintaining a balance between growth and value.

Risk Management

This fund provides a touch of security to its investors by buying stocks at their true value, mitigating the market fluctuation's risks.

Educational Component

This fund believes in motivating the involvement and understanding of its investors to build good coordination between manager and investor.

Best Motilal Oswal Mutual Fund to Invest in 2025

Let us discuss the best Motilal Oswal Mutual Funds in which you should invest in 2025:

Motilal Oswal Large Cap Fund

This is an equity mutual fund that works in large cap category to make long term capital values by investing in large cap stocks. In past this fund has displayed a consistent performance, but they have high risks as well.

Motilal Oswal Small Cap Fund

This is also an equity mutual fund but it works in small cap stocks category. It's aim is to gain long term capital appreciation by investing in small companies. This is capable of generating high returns even in worst conditions but also comes with high risk and irregularity.

Motilal Oswal Flexi Cap Fund

It is a type of equity fund under the category of flexi cap funds. It focuses on long term capital appreciation by investing in market capitalizations. This fund has a robust performance and is suitable for investors looking for a diverse equity disclosure.

Motilal Oswal ELSS Tax Saver Fund

This equity fund comes under the category of ELSS that is a tax saver fund category. It's main objective is to provide long term growth while providing tax benefits under the Income Tax Act. It has delivered consistent returns making it a popular tax-saving choice.

Motilal Oswal Quant Fund

This is also a type of equity mutual fund that comes under the category of Quantitative Fund. It uses a systematic investment approach based on the quantitative models. This fund uses rule-based investment methods and has shown promising results.

Why You Should Invest in Motilal Oswal Mutual Fund?

There are several factors to know why you should invest in Motilal Oswal Mutual Fund, some of which are described below:

Strong Track Record

Historically, these funds have shown very consistent returns across different market conditions. They have topped benchmark indexes very often, showing effective fund management.

Diverse Investment Options

These funds provide its investors with a wide range of mutual fund schemes, which include equity, debt, hybrid and tax saving funds as well. This diversity allows investors to choose a fund that meets their financial goals and risk tolerance as well.

Research-Driven Approach

This fund strongly focuses on providing investors with data-driven approaches that perfectly align with their goals. The managers analyze market trends, company values and economic conditions thoroughly to make informed decisions.

Experienced Fund Management Team

The fund management team of this fund includes professional leaders with their own fields of expertise in the financial markets. Their experience helps in negotiating market irregularities and discovering growth opportunities.

Focus on Long-Term Wealth Creation

This fund is dedicated to a long term investment philosophy, motivating the investors to stay engaged for longer periods to make high returns over time and take benefit of market growth.

Key Historical Highlights of Motilal Oswal Mutual Fund

Let us go through some past achievements of Motilal Oswal Mutual Fund and see how it grew over time:

• 2008: Motilal Oswal Mutual Fund was set up as part of Motilal Oswal Financial Services Ltd.
• 2010: The company launched its first mutual fund.
• 2011: It became the first asset management company to ring the NASDAQ opening bell.
• 2016: The company crossed $1 Billion in PMS assets and equity mutual funds.
• 2016: It also launched the Motilal Oswal India Fund, marking its international expansion.
• Present: Motilal Oswal Mutual Fund now manages assets worth Rs.115,870 crores.

Conclusion

In short, if you are looking for a mutual fund that offers you options to choose according to your financial goals and risk tolerance, Motilal Oswal Mutual Fund is your call.

Through Motilal Oswal SIP you can make a high growth in long term horizon which lead you to your higher returns.