Motilal Oswal Mutual Fund

About Motilal Oswal Mutual Fund

Founded in 2008 and driven by the ‘Buy Right, Sit Tight’ philosophy, Motilal Oswal AMC Ltd. is a publicly listed company. Recent data shows that the AMC has AUM worth over ₹49,000 Crores and has earned the trust of 12+ Lakh investors.

 

The AMC offers 25+ schemes across various categories, such as debt, equity, ELSS, index, and more. Its top-performing schemes include the Motilal Oswal Midcap Fund and Motilal Oswal Nasdaq 100 Fund of Fund. These schemes registered a return of 21.14% and 18.50% since inception.

Incorporated	29 Dec. 2009
Mdceo	Prateek Agrawal
Trustee	Motilal Oswal Trustee Company Ltd.
Cio	Niket Shah

How to Invest in Motilal Oswal Mutual Fund?

Investing in Mutual Funds on Bajaj Markets includes a hassle-free, end-to-end online procedure with no tedious form filling or branch visitations. You can follow the steps given below on the Bajaj Markets website and the app as well. 

 

• Step 1: Log in using your mobile phone number

• Step 2: Under ‘Investments’, choose ‘Mutual Funds’

• Step 3: Fill in basic information such as your bank account number, PAN Card number, etc. 

• Step 4: Start your investment journey with Bajaj Markets once your account has been activated

   

You can invest through various payment methods like UPI, net banking, real-time gross settlement (RTGS), and national electronic funds transfer (NEFT). 

Documents Required to Invest in Motilal Oswal Mutual Fund:

Here are the documents required in order to invest in a mutual funds scheme through Bajaj Markets.

 

• PAN Card

• Voter ID

• Driving Licence

• Passport

Top Fund Managers

The AMC has a team of 30+ professionals who oversee the schemes offered to provide top-notch returns. 

1. Santosh Singh

A CA and CFA, Santosh Singh has an experience of over 15 years in the Indian capital market and is currently the Executive Group VP. Asia Money Polls ranked Santosh Singh the No. 1 Analyst in India in the insurance sector for three consecutive years (2015 to 2017). He currently manages Motilal Oswal Multi Asset Fund and Motilal Oswal Balance Advantage Fund, which have registered an annualised return of 3.0% and 6.6% since inception.

2. Rakesh Shetty

Currently a Fund Manager and Passive Funds Dealer at the AMC, Rakesh Shetty has worked in debt, equity, and Forex markets for more than 13 years. Before joining this AMC, he worked in different capacities with ZyFin Capital Pvt. Ltd., Derivium Tradition Securities (India) Pvt. Ltd., and Fullerton India Credit Company Ltd. He manages several schemes, including Motilal Oswal Large & Midcap Fund, which registered annualised return of 18.67% since inception. 

3. Siddharth Bothra

Having received multiple awards for his work, Siddharth Bothra is a seasoned and celebrated Fund Manager at the AMC. He has an MBA in Finance & Strategy from ISB and NYU Stern School of Business (Student Exchange Program from ISB). He manages Motilal Oswal Hybrid Fund and Motilal Oswal Focused F25, which registered returns of 11.45% and 13.89%, respectively, since their inception.

4. Swapnil Mayekar

Swapnil Mayekar, AVP – Fund Manager and a post-graduate in Commerce (Finance Management) from the University of Mumbai, has been with the AMC for over a decade. Before joining Motilal Oswal, he worked with Business Standard Ltd. He currently manages Motilal Oswal Nasdaq 100 Fund of Fund, which registered a return of 18.50% since inception. 

5. Niket Shah

Niket Shah, Fund Manager at the AMC, has an experience of over 14 years in portfolio and equity management and is an MBA. Before joining the AMC in 2018, he was associated with Edelweiss Securities Ltd. and Religare Capital Markets Ltd. He currently manages the Motilal Oswal Flexi Cap Fund and Motilal Oswal Midcap Fund, which have annualised returns of 15.05% and 21.13%, respectively, since inception.

Email	NA
Phone	022-39804238 / 1800-200-6626
Address	Motilal Oswal Towers - 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi,