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NAV
Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.0167Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0423Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.1176Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0058Motilal Oswal Liquid Fund - Direct (G) - 12.1348Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0162Motilal Oswal Liquid Fund - Regular (Div-M) - 10.042Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.1154Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.013Motilal Oswal Liquid Fund - Regular (G) - 12.0539

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Wealth Creation

Motilal Oswal Flexi Cap Fund - Growth

Option:
Know More
NAV
21.40 0.15(0.69%)
Fund Size
1,055 Cr
Exit Load
1% < 15 days

1%- If redeemed on or before 15 days from the date of allotment.
Nil- If redeemed after 15 days from the date of allotment.
For subscriptions prior to November 01, 2018, shall continue to be subject to the load structure as may have been applicable at the time of their original Investments. For Special Products registrations, load for each transaction is based on the load structure applicable as of the registration date.

Benchmark
Nifty 500 TRI
Risk
Very High
Minimum SIP Amount
 500
Know More
Invest now
Tax Saving

Motilal Oswal Long Term Equity Fund - Growth

Option:
Know More
NAV
21.40 0.15(0.69%)
Fund Size
1,055 Cr
Exit Load
Nil
Benchmark
Nifty 500 TRI
Risk
Very High
Minimum SIP Amount
 500
Know More
Invest now
Smart Saving

Motilal Oswal Liquid Fund - Growth

Option:
Know More
NAV
21.40 0.15(0.69%)
Fund Size
1,055 Cr
Exit Load
Nil
Benchmark
CRISIL Liquid Fund Index
Risk
Low to Moderate
Minimum SIP Amount
 500
Know More
Invest now
SWIPEswipe-icon

Motilal Oswal Multi Asset Fund - Growth

Know More
NAV
21.40 0.15(0.69%)
Fund Size
1,055 Cr
Exit Load
1% < 3 months

1%- If redeemed on or before 3 months from the date of allotment.
Nil- If redeemed after 3 months from the date of allotment.

Benchmark
30% Nifty 50 TRI + 50 % Crisil Short Term Gilt Index + 10% Domestic Price of Gold + 10% S&P 500 Index (TRI)
Risk
Moderate
Minimum Amount
 500
Know More

Motilal Oswal Midcap 30 Fund - Growth

Option:
Know More
NAV
21.40 0.15(0.69%)
Fund Size
1,055 Cr
Exit Load
1% < 15 days

1%- If redeemed on or before 15 days from the date of allotment.
Nil- If redeemed after 15 days from the date of allotment.
For subscriptions prior to November 01, 2018, shall continue to be subject to the load structure as may have been applicable at the time of their original Investments. For Special Products registrations, load for each transaction is based on the load structure applicable as of the registration date.

Benchmark
Nifty Midcap 150 TRI
Risk
Very High
Minimum SIP Amount
 500
Know More
Invest now

Motilal Oswal Flexi Cap Fund - Growth

Option:
Know More
NAV
21.40 0.15(0.69%)
Fund Size
1,055 Cr
Exit Load
1% < 15 days

1%- If redeemed on or before 15 days from the date of allotment.
Nil- If redeemed after 15 days from the date of allotment.
For subscriptions prior to November 01, 2018, shall continue to be subject to the load structure as may have been applicable at the time of their original Investments. For Special Products registrations, load for each transaction is based on the load structure applicable as of the registration date.

Benchmark
Nifty 500 TRI
Risk
Very High
Minimum SIP Amount
 500
Know More
Invest now

Motilal Oswal Long Term Equity Fund - Growth

Option:
Know More
NAV
21.40 0.15(0.69%)
Fund Size
1,055 Cr
Exit Load
Nil
Benchmark
Nifty 500 TRI
Risk
Very High
Minimum SIP Amount
 500
Know More
Invest now

Motilal Oswal Large And Midcap Fund - Growth

Option:
Know More
NAV
21.40 0.15(0.69%)
Fund Size
1,055 Cr
Exit Load
1% < 15 days

1%- If redeemed on or before 15 days from the date of allotment.
Nil- If redeemed after 15 days from the date of allotment.

Benchmark
NIFTY Large Midcap 250 TRI
Risk
Very High
Minimum SIP Amount
 500
Know More
Invest now

Motilal Oswal Liquid Fund - Growth

Option:
Know More
NAV
21.40 0.15(0.69%)
Fund Size
1,055 Cr
Exit Load
Nil
Benchmark
CRISIL Liquid Fund Index
Risk
Low to Moderate
Minimum SIP Amount
 500
Know More
Invest now

Motilal Oswal Focused 25 Fund - Growth

Option:
Know More
NAV
21.40 0.15(0.69%)
Fund Size
1,055 Cr
Exit Load
1% < 15 days

1%- If redeemed on or before 15 days from the date of allotment.
Nil- If redeemed after 15 days from the date of allotment.
For subscriptions prior to November 01, 2018, shall continue to be subject to the load structure as may have been applicable at the time of their original Investments. For Special Products registrations, load for each transaction is based on the load structure applicable as of the registration date.

Benchmark
Nifty 500 TRI
Risk
Very High
Minimum SIP Amount
 500
Know More
Invest now

Motilal Oswal Dynamic Fund - Growth

Option:
Know More
NAV
21.40 0.15(0.69%)
Fund Size
1,055 Cr
Exit Load
1% < 1 year

1% - If redeemed on or before 1 year from the date of allotment.
Nil - If redeemed after 1 year from the date of allotment.
There would be no exit load for redemption of units on or before completion of 1 year from the date of allotment upto 12% of units allotted. Redemption of units would be done on First in First out Basis.
Benchmark
CRISIL Hybrid 50+50 – Moderate Index TRI
Risk
High
Minimum SIP Amount
 500
Know More
Invest now

Motilal Oswal Equity Hybrid Fund - Growth

Option:
Know More
NAV
21.40 0.15(0.69%)
Fund Size
1,055 Cr
Exit Load
1% < 15 days

1% - If redeemed on or before 15 days from the date of allotment.
Nil - If redeemed after 15 days from the date of allotment.
For subscriptions prior to November 01, 2018, shall continue to be subject to the load structure as may have been applicable at the time of their original Investments. For Special Products registrations, load for each transaction is based on the load structure applicable as of the registration date.

Benchmark
CRISIL Hybrid 35+65 – Aggressive TRI
Risk
Very High
Minimum SIP Amount
 500
Know More
Invest now
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Motilal Oswal MSCI EAFE Top 100 Select Index Fund

Know More
NAV
21.40 0.15(0.69%)
Fund Size
1,055 Cr
Exit Load
1% < 15 days

1%- If redeemed on or before 15 days from the date of allotment.
Nil- If redeemed after 15 days from the date of allotment.

Benchmark
MSCI EAFE Top 100 Select Index
Risk
Very High
Minimum Amount
 500
Know More
Invest now

5 Year G-SEC Fund Of Fund - Growth

Know More
NAV
21.40 0.15(0.69%)
Fund Size
1,055 Cr
Exit Load
1% < 15 days

1%- If redeemed on or before 15 days from the date of allotment.
Nil- If redeemed after 15 days from the date of allotment.

Benchmark
Nifty 5 yr Benchmark G-sec index
Risk
Moderate
Minimum Amount
 500
Know More
Invest now

Asset Allocation Passive Fund of Fund – Aggressive - Growth

Know More
NAV
21.40 0.15(0.69%)
Fund Size
1,055 Cr
Exit Load
1% < 15 days

1%- If redeemed on or before 15 days from the date of allotment.
Nil- If redeemed after 15 days from the date of allotment.

Benchmark
50% Nifty 500 TRI + 20% S&P 500 TRI (INR) + 10% Domestic Price of Gold + 20% Nifty 5 Yr Benchmark G-Sec Index
Risk
Very High
Minimum Amount
 500
Know More
Invest now

Asset Allocation Passive Fund of Fund – Conservative - Growth

Know More
NAV
21.40 0.15(0.69%)
Fund Size
1,055 Cr
Exit Load
1% < 15 days

1%- If redeemed on or before 15 days from the date of allotment.
Nil- If redeemed after 15 days from the date of allotment.

Benchmark
30% Nifty 500 TRI + 10% S&P 500 TRI (INR) + 10% Domestic Price of Gold + 50% Nifty 5 Yr Benchmark G-Sec Index
Risk
High
Minimum Amount
 500
Know More
Invest now

Motilal Oswal S&P 500 Index Fund - Growth

Option:
Know More
NAV
21.40 0.15(0.69%)
Fund Size
1,055 Cr
Exit Load
1% < 15 days

1%- If redeemed on or before 15 days from the date of allotment.
Nil- If redeemed after 15 days from the date of allotment.

Benchmark
S&P 500 Index (TRI)
Risk
Very High
Minimum Amount
 500
Know More
Invest now

Motilal Oswal Nasdaq 100 Fund Of Fund - Growth

Option:
Know More
NAV
21.40 0.15(0.69%)
Fund Size
1,055 Cr
Exit Load
Nil
Benchmark
NASDAQ-100 Index
Risk
Very High
Minimum SIP Amount
 500
Know More
Invest now

Motilal Oswal Nifty Next 50 Index Fund - Growth

Option:
Know More
NAV
21.40 0.15(0.69%)
Fund Size
1,055 Cr
Exit Load
1% < 15 days

1%- If redeemed on or before 15 days from the date of allotment.
Nil- If redeemed after 15 days from the date of allotment.

Benchmark
Nifty Next 50 Index TRI
Risk
Very High
Minimum Amount
 500
Know More
Invest now

Motilal Oswal Nifty 50 Index Fund - Growth

Option:
Know More
NAV
21.40 0.15(0.69%)
Fund Size
1,055 Cr
Exit Load
1% < 15 days

1%- If redeemed on or before 15 days from the date of allotment.
Nil- If redeemed after 15 days from the date of allotment.

Benchmark
Nifty 50 Index TRI
Risk
Very High
Minimum Amount
 500
Know More
Invest now

Motilal Oswal Nifty 500 Fund - Growth

Option:
Know More
NAV
21.40 0.15(0.69%)
Fund Size
1,055 Cr
Exit Load
1% < 15 days

1%- If redeemed on or before 15 days from the date of allotment.
Nil- If redeemed after 15 days from the date of allotment.

Benchmark
Nifty 500 Index TRI
Risk
Very High
Minimum SIP Amount
 500
Know More
Invest now

Motilal Oswal Nifty Bank Index Fund - Growth

Option:
Know More
NAV
21.40 0.15(0.69%)
Fund Size
1,055 Cr
Exit Load
1% < 15 days

1%- If redeemed on or before 15 days from the date of allotment.
Nil- If redeemed after 15 days from the date of allotment.

Benchmark
Nifty Bank Index TRI
Risk
Very High
Minimum SIP Amount
 500
Know More
Invest now

Motilal Oswal Nifty Midcap150 Index Fund - Growth

Option:
Know More
NAV
21.40 0.15(0.69%)
Fund Size
1,055 Cr
Exit Load
1% < 15 days

1%- If redeemed on or before 15 days from the date of allotment.
Nil- If redeemed after 15 days from the date of allotment.

Benchmark
Nifty Midcap 150 Index TRI
Risk
Very High
Minimum SIP Amount
 500
Know More
Invest now

Motilal Oswal Nifty Smallcap 250 Index Fund - Growth

Option:
Know More
NAV
21.40 0.15(0.69%)
Fund Size
1,055 Cr
Exit Load
1% < 15 days

1%- If redeemed on or before 15 days from the date of allotment.
Nil- If redeemed after 15 days from the date of allotment.

Benchmark
Nifty Smallcap 250 Index TRI
Risk
Very High
Minimum SIP Amount
 500
Know More
Invest now

Performance

MUTUAL FUNDS

Portfolio Management Services

Motilal Oswal Value Index (MOVI)

Return / Time
Period
Matrix		 MOVI Value Range (%)
<70 70<80 80<90 90<100 100<110 110<120 120<130 130<
6M 45.0 13.9 9.2 10.6 2.8 2.3 8.4 -23.3
12M 56.3 34.6 18.6 24.2 10.0 7.4 1.7 -43.7
24M 39.3 32.7 25.4 19.2 11.7 0.3 -5.0 -1.8
Source: IISL & Internal Analysis
Index Name 02-Jun-2023 5 years Peak 5 years Trough 15 years Peak 15 years Trough
Date Value Date Value Date Value Date Value
Nifty 50 18534.1 01-Dec-22 18812.5 23-Mar-20 7610.25 01-Dec-22 18812.5 27-Oct-08 2524.2
MOVI SPOT 105.12 16-Feb-21 137.06 23-Mar-20 70.77 16-Feb-21 137.06 27-Oct-08 55.2
30 DMA MOVI 105.23 17-Mar-21 135.36 30-Apr-20 83.44 17-Mar-21 135.36 08-Dec-08 64.76
30 DMA MOVI Range Equity Allocation Net Equity Equity Arbitrage Debt Allocation
0   70 100% 100% 0% 0%
70   80 90% 85% - 95% 0% Upto 10 %
80   90 80% 75% - 85% 0% Upto 20 %
90  100 70% 60% - 75% 0% Upto 30 %
100  110 55% 50% - 60% 5% - 35% Upto 35 %
110   120 40% 40% - 50% 20% - 35% Upto 35 %
120   130 25% 30% - 40% 25% - 35% Upto 35 %
130   300 0% 30% - 40% 25% - 35% Upto 35 %
30 DMA MOVI Range Equity Debt Minimum International
Equity Index/ETFs		 Minimum Gold ETFs
Less than 70 25.0% - 27.5% 55.0% - 52.5% 10% 10%
70   80 22.5% - 25.0% 57.5% - 55.0% 10% 10 %
80   90 20.0% - 22.5% 60.0% - 57.5% 10% 10 %
90  100 17.5% - 20.0% 62.5% - 60.0% 10% 10%
100  110 15.0% - 17.50% 65.0% - 62.5 10% 10%
110   120 12.5% - 15.0% 67.5% - 65.0% 10% 10%
120   130 10.0% - 12.5% 70.0% - 67.5% 10% 10%
Greater than 130 7.5% - 10.0% 72.5% - 70% 10% 10%
STOCK-PICKING PROCESS
Over the last 21 years, our chairman, Mr. Raamdeo Agrawal has been analyzing the equity market that helped him evolve a unique and focused stock-picking process
  • Q
  • QUALITY
  • Quality of business and Quality of management of the company being evaluated for investment
  • G
  • GROWTH
  • Growth in the company’s
    earnings
  • L
  • LONGEVITY
  • Longevity of both superior quality
    and growth
  • P
  • PRICE
  • Favourable purchase price, the cornerstone of every sound investment decision
Blogs & Videos
Blogs & Videos
Pratik Oswal| MD & CEO Passive Funds

The Minimalist Investor
Raamdeo Agrawal

Why SWP is an ideal option for regular cash flows in Mutual Funds?
Raamdeo Agrawal

Mutual Funds For All - No Age Limit Season Teaser
Raamdeo Agrawal

Ep. 13: Wisdom Tree (Part 2)