Overview of Motilal Oswal Mutual Fund
Are you looking for the next big investing opportunity to achieve financial growth? With years of expertise, the Motilal Oswal Mutual Fund brings a way to help you maximise your growth.
It is a popular asset management company that started in the year 2009. The AMC is a subsidiary of Motilal Oswal Financial Services Limited and plays an important role in the market. It manages assets and provides investment solutions to investors. The fund house aims to provide a disciplined way of investing so investors can start investing confidently. As of February 2025, the fund house is managing Rs. 46,860 crores worth of assets.
The Motilal Oswal MF is known for its great results and unique QGLP investing strategy. It gives investors an opportunity to invest in its 52 schemes. These schemes include 43 equity funds, 4 debt funds, 4 hybrid funds and 1 other fund. By providing consistent results, the fund house gained a strong position in the financial market. It will be interesting to know how the fund house achieved this level of growth.
In this article, you will explore everything about Motilal Oswal AMC. You will cover its investing strategy, Motilal Oswal SIP plan, and how investing in its schemes can be profitable for you. So keep reading to know everything.
Investment Strategy of Motilal Oswal Mutual Fund
The fund follows a proven strategy of investing to generate long-term growth in mutual funds. It uses QGLP strategy which stands for quality, growth, longevity and price. Let’s explore this unique investment approach:
Quality – The fund targets companies that have strong fundamentals and provide high growth in the long term.
Growth – The fund focuses on every companies growth potential by analysing its past performance and important metrics.
Longevity – Before investing, the fund house looks for company fundamentals to know the growth potential of the company in the long term.
Price – To maintain the valuation, the fund focuses on buying stocks with high growth potential but also at a reasonable price.
The Motilal Oswal mutual fund also focuses on diversifying its portfolio into different sectors. This helps the fund to reduce the risk and achieve great returns. By using this strategy, the Motilal Fund house has gained popularity among investors who want disciplined investing and generate long-term growth.
Best Motilal Oswal Mutual Funds to Invest in 2025
In the past few years, the Motilal Oswal funds have performed well and provided great value to investors. Here are the top 5 best motilal oswal mutual fund you should consider for investing:
Motilal Oswal Flexi Cap Fund
5-Year CAGR: 14.74%
Fund Manager: Niket Shah
Suitability: The fund is suitable for investors who want to leverage balanced growth by taking moderate to high risks.
Investment Focus: It focuses on investing in different sectors according to the market conditions.
AUM Size: Rs. 11,855 crores
Motilal Oswal ELSS Tax Saver Fund
5-Year CAGR: 17.74%
Fund Manager: Ajay Khandelwal
Suitability: Investing in this fund is a great choice for investors who want to leverage tax-saving benefits while making great returns.
Investment Focus: The fund focuses on investing in stocks that have higher growth potential to generate long-term wealth.
AUM Size: Rs. 3,876 crores
Motilal Oswal Focused Fund
5-Year CAGR: 8.54%
Fund Manager: Atul Mehra
Suitability: The fund is best suited for investors who want to build long-term wealth in mutual funds by taking higher risks.
Investment Focus: It follows a concentrated approach of investing where it focuses on investing in limited high-growth potential companies.
AUM Size: Rs. 1503 crores
Motilal Oswal Midcap Fund
5-Year CAGR: 26.22%
Fund Manager: Santosh Singh
Suitability: The fund is designed for investors who are looking to achieve balanced growth by taking moderate to high risks.
Investment Focus: It focuses on investing in medium-sized companies whose market size is between Rs.5000-20,000 crores to generate high returns.
AUM Size: Rs. 24,488 crores
Motilal Oswal Asset Allocation Fund of Fund
5-Year CAGR: 14.24%
Fund Manager: Abhiroop Mukherjee
Suitability: This fund is a good investment for investors who want a balanced growth and diversified investment strategy.
Investment Focus: It focuses on investing in a mix of equity, debt, gold and commodities to generate balanced growth for investors.
AUM Size: Rs. 93,341 crores
These best Motilal Oswal mutual fund have consistently performed well and delivered great results to investors in the long-term.
How to Start SIP in Motilal Oswal Mutual Funds?
Starting a Systematic Investment Plan is one of the amazing ways to grow wealth over time. But do you know the amazing thing? You can invest through a SIP plan in every Motilal Oswal scheme. Here is a step-by-step process to start a systematic investment:
- Step 1: First, go to the website of Motilal Oswal fund house.
- Step 2: Next, it will ask you to create your account. Simply put your name and email to complete account registration.
- Step 3: Now, you have to complete your KYC (Know Your Customer) and E-Sign. You can easily do it by providing your Aadhar, PAN and Driving Licence.
- Step 4: Next, you have to choose the desired Motilal scheme according to your investment goal and risk appetite.
- Step 5: The next step is to choose the investment plan. Here, you have to choose the SIP plan for investment. You can also invest through Lumsum if you prefer investing one time.
- Step 6: The last step is to complete the payment via UPI or NetBanking and your investment is ready to grow.
You see how simple it is to invest in Motilal Oswal funds through a systematic plan.
Why Should You Invest in Motilal Oswal Mutual Funds?
The Motilal Oswal mutual fund aims to provide high returns and a disciplined way of investing from its diverse range of schemes. Here are some factors that shows why investing in Motilal Oswal funds is a great choice:
Proven Track Record : The Motilal Oswal MF schemes have a track record of providing great returns in the long term. Some of its schemes like Motilal Oswal Flexi Cap Fund and ELSS Fund have also outperformed its respected benchmarks in the last 5 years. By investing in the AMC schemes, you can unlock higher growth potential.
Research-Driven Stock Selection : To achieve higher growth, the fund house focuses on selecting quality stocks based on strong research. It uses quality, growth, longevity and price (QGLP) strategy to identify the stocks. This helps the fund to select profitable stocks that have the potential to generate higher returns.
Well Diversified Portfolio : As an investor, if you do not want your portfolio to be part of one sector, then investing in Motilal funds will be good. It smartly diversifies your portfolio into those sectors that are consistently growing. This approach helps Motilal funds to reduce the risk and maintain the performance.
Long-Term Wealth Creation : If you are looking to generate long-term wealth by investing for 5-7 years, then you can invest in the Motilal Oswal SIP plan. This plan helps you to grow your money over time by investing a fixed amount at set times. If you prefer regular investing, then choosing Motilal funds is a great choice.
Final Summary
In short, the Motilal Oswal Mutual Fund provides a great solution to make the investment profitable. Its effective QGLP strategy and portfolio diversification help to make high profits while managing the risk. By using this strategy, the fund house gained the trust of 32 Lakhs investors like you who are not only investing but also making higher profits.
It also makes it easier for investors who do not want to invest a large sum of money. It provides a SIP plan that helps you to start investing by investing a small fixed amount at set times. So whether you want to grow your wealth or invest in an affordable plan, the Motilal AMC is your perfect partner.
