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Motilal Oswal Mutual Fund

Motilal Oswal Asset Management Company Ltd and it is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008, and having its Registered Office at 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400025.


Motilal Oswal Mutual Fund NAV and Scheme Details

Scheme Name Current NAV Scheme Category
Motilal Oswal Midcap 30 Fund (MOF30)-Regular Plan-Growth Option 75.15 Equity - Diversified 51.60%
Motilal Oswal Midcap 30 Fund (MOF30)-Regular Plan-Dividend Option 39.21 Equity - Diversified 38.77%
Motilal Oswal Midcap 30 Fund (MOF30)-Direct Plan-Growth Option 84.92 Equity - Diversified 53.30%
Motilal Oswal Midcap 30 Fund (MOF30)-Direct Plan-Dividend Option 42.45 Equity - Diversified 42.55%
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 46.25 Equity - Diversified 48.34%
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan -Dividend Option 30.07 Equity - Diversified 37.68%
Motilal Oswal Multicap 35 Fund (MOF35)-Direct Plan-Growth Option 50.66 Equity - Diversified 49.58%
Motilal Oswal Multicap 35 Fund (MOF35)- Direct Plan-Dividend Option 30.88 Equity - Diversified 39.12%
Motilal Oswal Long Term Equity Fund (MOFLTE) - Regular Plan - Growth Option 38.73 Equity - ELSS 46.35%
Motilal Oswal Long Term Equity Fund - Regular Plan - Dividend Payout Option 26.41 Equity - ELSS 36.39%
Motilal Oswal Long Term Equity Fund (MOFLTE) - Direct Plan - Growth Option 43.68 Equity - ELSS 48.13%
Motilal Oswal Long Term Equity Fund (MOFLTE) - Direct Plan - Dividend Payout Option 32.44 Equity - ELSS 37.82%
Motilal Oswal Dynamic Fund (MOFDYNAMIC) - Regular Plan - Growth Option 19.02 Equity - Hybrid 29.47%
Motilal Oswal Dynamic Fund (MOFDYNAMIC) - Regular Plan - Annual Dividend Payout Option 15.41 Equity - Hybrid 23.02%
Motilal OSwal Dynamic Fund (MOFDYNAMIC) - Regular Plan - Quarterly Dividend Payout Option 12.82 Equity - Hybrid 21.86%
Motilal Oswal Dynamic Fund (MOFDYNAMIC) - Direct Plan - Growth Option 20.77 Equity - Hybrid 31.04%
Motilal Oswal Dynamic Fund (MOFDYNAMIC) - Direct Plan - Annual Dividend Payout Option 15.98 Equity - Hybrid 23.18%
Motilal Oswal Dynamic Fund (MOFDYNAMIC) - Direct Plan - Quarterly Dividend Payout Option 13.46 Equity - Hybrid 23.31%
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 18.23 Equity - Hybrid 17.72%
Motilal Oswal Equity Hybrid Fund (MOFEH) - Direct Plan Growth Option 19.83 Equity - Hybrid 19.51%

In accordance with the provisions of the Indian Trusts Act, 1882 the Motilal Oswal Mutual Fund was formed as a trust. The trustee is Motilal Oswal Financial Services Limited and the trustee for the fund is Motilal Oswal Trustee Company Limited. The Trust Deed has been registered under the Indian Registration Act, 1908. Under SEBI Regulations, 1996 Motilal Oswal Mutual Fund was registered with SEBI on 29th December 2009 having registration number MF/063/09/04. The Deed of Trust dated May 29 2009, made by and between the Sponsor and the Trustee Company establishing the Mutual Fund, as amended by Deed of First Variation dated December 7, 2009, Deed of Second Variation dated December 17 2009, and Deed of Third Variation dated August 21, 2018. The office of the Mutual Fund is at 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai – 400025.

The Trustee

Motilal Oswal Trustee Company Ltd. (Trustee or MOTC), through its Board of Directors, shall discharge its obligations as Trustee of MOMF. The Trustee ensures that the transactions entered into by the AMC are in accordance with the SEBI MF Regulations and will also review the activities carried on by the AMC. MOTC is registered under the Companies Act, 1956 and was incorporated on November 14, 2008. The Deed of Trust dated May 29 2009, made by and between the Sponsor and the Trustee Company establishing the Mutual Fund, as amended by Deed of First Variation dated December 7, 2009, Deed of Second Variation dated December 17 2009, and Deed of Third Variation dated August 21, 2018.

Motilal Oswal Mutual Fund Schemes

  • Motilal Oswal Large and MidCap Fund
  • Motilal Oswal Liquid Fund
  • Motilal Oswal Nasdaq 100 FOF
  • Motilal Oswal Focused 25 Fund
  • Motilal Oswal MidCap 30 Fund
  • Motilal Oswal MultiCap 35 Fund
  • Motilal Oswal Long Term Equity Fund
  • Motilal Oswal Dynamic Fund
  • Motilal Oswal Equity Hybrid Fund
  • Motilal Oswal Ultra Short Term Fund

Index Fund

  • Motilal Oswal Nifty Next 50 Index Fund
  • Motilal Oswal Nifty 50 Index Fund
  • Motilal Oswal Nifty 500 Fund
  • Motilal Oswal Nifty Bank Index Fund
  • Motilal Oswal Nifty Midcap 150 Index Fund
  • Motilal Oswal Nifty SmallCap 250 Index Fund

ETF Fund

  • Motilal Oswal M50 ETF
  • Motilal Oswal Midcap 100 ETF
  • Motilal Oswal Nasdaq 100 ETF

Motilal Oswal Large and Midcap Fund

Type of Scheme- An open ended equity scheme investing in both large and midcap stocks.

Category- Large and Midcap Fund

Investment Objective- To generate medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.

Fund Management

  • Date of Allocation- 17-October-2019
  • Benchmark- NIFTY Large Midcap 250 TRI 
  • Minimum Application Amount- Rs 500
  • Additional Application Amount- Rs 500
  • Entry Load- Nil
  • Exit Load- 1% if redeemed on or before 15 days from the date of allotment
  • Fund Manager- Mr. Aditya Khemani and Mr. Abhiroop Mukherjee

Motilal Oswal Liquid Fund

Type of Scheme- An open ended liquid fund 

Category- Liquid Fund

Investment Objective-  To provide optimal returns with high liquidity to the investors through a portfolio of money market securities.

Fund Management

  • Benchmark- CRISIL Liquid Fund Index
  • Minimum Application Amount- Rs 500
  • Additional Application Amount- Rs 500
  • Date of Allotment- 20th December 2018
  • Fund Manager- Mr. Abhiroop Mukherjee

Motilal Oswal Nasdaq 100 Fund of Fund

Type of Fund- An open ended fund of fund scheme investing in Motilal Oswal Nasdaq 100 ETF

Scheme Objective- The primary goal of the scheme is to generate returns by investing in units of Motilal Oswal Nasdaq 100 ETF

Fund Management

  • Category- Domestic Fund of Fund
  • Benchmark- NASDAQ-100 Index
  • Minimum Application Amount- Rs 500
  • Additional Application Amount- Rs 500
  • Entry/Exit Load- Nil
  • Date of Allotment- 29th November 2018
  • Fund Manager- Mr.

    Swapnil Mayekar and Mr. Abhiroop Mukherjee

Motilal Oswal Focused 25 Fund

Type of Scheme- An open ended fund of fund scheme investing in maximum 25 stocks intending to focus Large Cap stocks.

Scheme Objective- The primary goal of the scheme is to generate returns by investing in 25 companies with long terms sustainable competitive advantage and growth potential.

Category- Focused Fund intending to invest in large cap stocks

Fund Management

  • Date of Allocation- 13/May/2013
  • Benchmark- Nifty 50 TRI
  • Minimum Application Amount- Rs 500
  • Additional Application Amount- Rs 500
  • Entry Load- Nil
  • Exit Load- 1% if redeemed on or before 15 days from the date of allotment
  • Fund Manager- Mr. Siddharth Bothra and Mr. Abhiroop Mukherjee

Motilal Oswal Mid Cap 30 Fund

Type of Scheme- An open ended equity scheme predominately invest in mid cap stocks

Category- Midcap Fund

Scheme Objective- To seek long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth.

Fund Management

  • Date of Allocation- 24/Feb/2014
  • Benchmark- Nifty Midcap 100 TRI
  • Minimum Application Amount- Rs 500
  • Additional Application Amount- Rs 500
  • Entry Load- Nil
  • Exit Load- 1% if redeemed on or before 15 days from the date of allotment
  • Fund Manager- Mr. Akash Singhania, Mr. Niket Shah and Mr. Abhiroop Mukherjee

Motilal Oswal MultiCap 35 Fund

Type of Scheme- An open-ended equity scheme investing across large cap, mid-cap and small-cap stocks

Category- Multicap Fund

Scheme Objective- To generate long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.

Fund Management

  • Date of Allocation- 28/Apr/2014
  • Benchmark- Nifty 500 TRI
  • Minimum Application Amount: Rs 500
  • Additional Application Amount: Rs 500
  • Entry Load: Nil
  • Exit Load- 1% - If redeemed on or before 15 days from the date of allotment
  • Fund Manager- Mr.

    Akash Singhania, Mr Abhiroop Mukherjee and Mr. Herin Visaria

Motilal Oswal Long Term Equity Fund

Scheme Type- An open ended equity linked saving scheme with a statutory lock-in period of 3 years and tax benefit

Scheme Objective- To provide long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.

Category- ELSS

Fund Management

  • Date of Allocation- 21/Jan/2015
  • Benchmark- Nifty 500 TRI
  • Minimum Application Amount- Rs 500
  • Additional Purchase- Rs 500
  • Entry Load- Nil
  • Exit Load- Nil
  • Fund Manager- Mr. Aditya Khemani and Mr. Abhiroop Mukherjee

Motilal Oswal Dynamic Fund

Scheme Type- An open ended dynamic asset allocation fund

Category- Dynamic Asset Allocation

Scheme Objective- To provide long term capital appreciation by investing in equity and equity related instruments including equity derivatives, debt, money market instruments and units issued by REITs and InvITs.

Fund Management

  • Date of Allocation- 27th September 2016
  • Benchmark- CRISIL Hybrid 35 + 65 - Aggressive TRI
  • Minimum Application Amount- Rs 500
  • Additional Application Amount- Rs 500
  • Entry Load- Nil
  • Exit Load- 1% If redeemed on or before 15 days from the date of allotment.
  • Plans- Regular and Direct
  • Options- Growth and Dividend
  • Monthly SIP- Rs 500
  • Minimum Redemption Amount: Rs 500
  • Risk- Moderately High
  • Fund Management- Mr. Akash Singhania and Mr. Abhiroop Mukherjee

Motilal Oswal Equity Hybrid Fund

Type of Scheme- An open ended hybrid scheme investing predominantly in equity and equity related instruments

Category- Aggressive Hybrid Fund

Scheme Objective- To seek equity linked returns by investing in a combined portfolio of equity and equity related instruments, debt, money market instruments and units issued by Real Estate Investment Trust (REITs) and Infrastructure Investment Trust (InvITs).

Fund Management

  • Date of Allocation- 14/Sep/2018
  • Benchmark- CRISIL Hybrid 35 + 65 - Aggressive TRI
  • Minimum Application Amount- Rs 500
  • Minimum Additional Amount- Rs 500
  • Entry Load- Nil
  • Exit Load- 1% If redeemed on or before 15 days from the date of allotment.
  • Plans- Regular and Direct
  • Options- Growth and Dividend
  • Risk- Moderately High
  • Fund Manager- Mr. Siddharth Bothra and Mr. Akash Singhania

Motilal Oswal Ultra Short Term Fund

Type of Scheme- An open ended ultra short debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 3 months and 6 months

Scheme Category- Ultra Short Duration Fund

Investment Objective- To provide optimal returns consistent with moderate levels of risk and liquidity by investing in debt securities and money market securities.

Fund Management

  • Date of Allocation- 6th September 2013
  • Benchmark- CRISIL Ultra Short Term Debt TRI
  • Minimum Application Amount- Rs 500
  • Minimum Additional Amount- Rs 500
  • Minimum Redemption Amount- Rs 500
  • Entry Load- Nil
  • Exit Load- Nil
  • Plans- Regular and Direct
  • Options- Growth and Dividend
  • Risk- Moderately Low
  • Fund Manager- Mr. Abhiroop Mukherjee

Motilal Oswal Nifty Next 50 Index Fund

Type of Scheme- An open ended scheme replicating/tracking Nifty Next 50 Index

Category- Index Fund

Investment Objective- The scheme generates investment return that corresponds (before fees and expenses) to the performance of Nifty Next 50 Index (underlying index), subject to tracking error.

Fund Management

  • Date of Allocation- December 3, 2019
  • Benchmark- Nifty Next 50 Index TRI
  • Minimum Application Amount- Rs 500
  • Minimum Additional Amount- Rs 500
  • Minimum Redemption Amount- Rs 500
  • Entry Load- Nil
  • Exit Load- 1%- If redeemed on or before 3 months from the date of allotment.
  • Plans- Regular and Direct
  • Options- Growth
  • Risk- Moderately High
  • Fund Manager- Mr. Swapnil Mayekar

Motilal Oswal Nifty 50 Index Fund

Type of Scheme- Ao open ended scheme replicating Nifty 50 Index.

Category- Index Fund

Investment Objective- The Scheme seeks investment return that corresponds to the performance of Nifty 50 Index subject to tracking error.

Fund Management

  • Date of Allocation- 23-Dec-2019
  • Benchmark- Nifty 50 Index TRI
  • Minimum Application Amount- Rs 500
  • Minimum Additional Amount- Rs 500
  • Minimum Redemption Amount- Rs 500
  • Entry Load- Nil
  • Exit Load- 1%- If redeemed on or before 3 months from the date of allotment.
  • Plans- Regular and Direct
  • Options- Growth
  • Risk- Moderately High
  • Fund Manager- Mr. Swapnil Mayekar

Motilal Oswal Nifty 500 Fund

Type of Scheme- An open ended scheme tracking Nifty 500 Index

Category- Index Fund

Investment Objective- The Scheme seeks investment return that corresponds to the performance of Nifty 500 Index subject to tracking error

Fund Management

  • Date of Allocation- 6-Sep-2019
  • Benchmark- Nifty 500 Index TRI
  • Minimum Application Amount- Rs 500
  • Minimum Additional Amount- Rs 500
  • Minimum Redemption Amount- Rs 500
  • Entry Load- Nil
  • Exit Load- 1%- If redeemed on or before 3 months from the date of allotment.
  • Plans- Regular and Direct
  • Options- Growth
  • Risk- Moderately High
  • Fund Manager- Mr. Swapnil Mayekar

Motilal Oswal Nifty Bank Index Fund

Type of Scheme- An open ended scheme replicating/tracking Nifty Bank Index

Category- Index Fund

Investment Objective- The Scheme seeks an investment return that corresponds to the performance of the Nifty Bank Index subject to tracking error.

Fund Management

  • Date of Allocation- 6-Sep-2019
  • Benchmark- Nifty Bank Index TRI
  • Minimum Application Amount- Rs 500
  • Minimum Additional Amount- Rs 500
  • Minimum Redemption Amount- Rs 500
  • Entry Load- Nil
  • Exit Load- 1%- If redeemed on or before 3 months from the date of allotment.
  • Plans- Regular and Direct
  • Risk- High
  • Fund Manager- Mr Swapnil Mayekar

Motilal Oswal Nifty Midcap 150 Index Fund

Type of Scheme- An open ended scheme replicating Nifty Midcap 150 Index

Category- Index Fund

Investment Objective- The Scheme seeks an investment return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error.

Fund Management

  • Date of Allocation- 6-Sep-2019
  • Benchmark- Nifty Midcap 150 Index TRI
  • Minimum Application Amount- Rs 500
  • Minimum Additional Amount- Rs 500
  • Minimum Redemption Amount- Rs 500
  • Entry Load- Nil
  • Exit Load- 1%- If redeemed on or before 3 months from the date of allotment.
  • Plans- Regular and Direct
  • Risk- Moderately High
  • Fund Manager- Mr.

    Swapnil Mayekar

Motilal Oswal Nifty SmallCap 250 Index Fund

Type of Scheme- An open ended scheme replicating Nifty SmallCap 250 Index

Category- Index Fund

Investment Objective- The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 Index subject to tracking error.

Fund Management

  • Date of Allocation- 6-Sep-2019
  • Benchmark- Nifty Smallcap 250 Index TRI
  • Minimum Application Amount- Rs 500
  • Minimum Additional Amount- Rs 500
  • Minimum Redemption Amount- Rs 500
  • Entry Load- Nil
  • Exit Load- 1%- If redeemed on or before 3 months from the date of allotment.
  • Plans- Regular and Direct
  • Risk- Moderately High
  • Fund Manager- Mr. Swapnil Mayekar

Motilal Oswal M50 ETF

Type of Fund- An open ended fund replicating Nifty 50 Index

Category- ETF

Investment Objective- The scheme seeks investment return that corresponds (before fees and expenses) generally to the performance of the Nifty 50 Index (Underlying Index), subject to tracking error.

Fund Management

  • Date of Allocation- 28-Jul-2010
  • Benchmark- Nifty 50 TRI
  • Minimum Application Amount- Rs 500
  • Minimum Additional Amount- Rs 500
  • Minimum Redemption Amount- Rs 500
  • Entry Load- Nil
  • Exit Load- 0
  • Plans- Regular and Direct
  • Risk- Moderately High
  • Fund Manager- Mr Swapnil Mayekar

Motilal Oswal Mid Cap 100 ETF

Type of Scheme- An open ended scheme replicating Nifty Mid Cap 100 Index

Category- ETF

Investment Objective- To generate return that corresponds (before fees and expenses) to the performance of Nifty Midcap 100 Index (Underlying Index), subject to tracking error.

Fund Management

  • Date of Allocation- 31-Jan-2011
  • Benchmark- Nifty Midcap 100 TRI
  • Minimum Application Amount- Rs 500
  • Minimum Additional Amount- Rs 500
  • Entry Load- Nil
  • Exit Load- Nil
  • Plans- Regular and Direct
  • Risk- Moderately High
  • Fund Manager- Mr. Swapnil Mayekar

Motilal Oswal Nasdaq 100 ETF

Type of Scheme- An open ended scheme replicating NASDAQ 100 Index

Category- ETF

Investment Objective- The Scheme seeks investment return that corresponds (before fees and expenses) generally to the performance of the NASDAQ-100 Index, subject to tracking error.

Fund Management

  • Date of Allocation- 29-Mar-2011
  • Benchmark- NASDAQ - 100 TRI
  • Minimum Application Amount- Rs 500
  • Minimum Additional Amount- Rs 500
  • Entry Load- Nil
  • Exit Load- Nil
  • Plans- Regular and Direct
  • Risk- High
  • Fund Manager- Mr. Herin Visaria

Motilal Oswal Mutual Fund Login

To get the most recent NAV, returns, SIP returns, scheme performance, ranks, dividends, the latest scheme portfolio, fund manager details and more Login in Motilal Oswal Mutual Fund online portal with your PAN Number or Email id. Scroll down to now the benefits of login and process of login

Log in with your PAN Number and get the below listed benefits

  • Invest more as you can get various types of mutual funds based on the structure of the scheme, allocation of assets, objective of the investment and much more.
  • Choose the right plan, and immediately start investing without any paperwork.
  • With Systematic Investment Plan start investing with a minimum amount of Rs 500
  • Get the best performance of mutual funds from various categories such as Large and Midcap fund, Multicap Fund, Hybrid Fund, Index Fund, ETF Fund and much more
  • Get customer support 24x7 for all your queries related to Motilal Oswal Mutual Fund
  • Reduce the risk of investing as you can diversify among a number of investments.
  • Contact the relationship manager and plan your investments to get high returns for your investment

Motilal Oswal Mutual Fund Registration

Below is the Login process for new investors.

  • Visit the Motilal Oswal Mutual Fund website and click on “Invest Online”
  • Now click on “MF New Investor” tab and enter the required details such as PAN Number, Name, Mobile Number, Email id and your resident city/state
  • After entering all the above-mentioned details click on “Submit”
  • Now on the next page accept the “Declaration” and click on “Submit”
  • Now enter all the required Application Details and click on “Save and Continue”
  • Now enter the KYC and FATCA details and click on “Save and Continue”
  • Now enter your contact details on the required field and click on “Save and Continue”
  • Now enter all the required bank details on the required field and click on “Save and Continue”
  • Now enter the scheme details you want to invest in and click on “Save and Continue”
  • If you want to add a nominee for your investment then enter the nominee details and click on “Save and Continue”
  • Now read carefully the declaration statement and accept the declaration to proceed further
  • Click on Submit and on the next screen you will get the details of your purchase confirmation
  • Now accept the Purchase Confirmation statement and click on “Submit”
  • Now complete the payment procedure and you will get the Payment Confirmation details on your screen as well as on your registered email id and mobile number

Motilal Oswal Mutual Fund SIP

A Systemic Investment Plan or SIP is an insightful and hassle-free way to invest capital in mutual funds.

This lets you create wealth over a period of time instead of a big one-time investment, by spending small sums of money at specified intervals. A SIP is a structured savings strategy, which lets you inculcate the habit of saving and building wealth by spending as small as Rs. 500 a month. Investing at an early stage of life helps you to reap the benefits of two strong approaches, cost averaging and the power of compounding. Motilal Oswal Mutual Fund SIP enables you to buy units at regular intervals on a specified date so that you can execute your own saving plan. The advantages of this should be experienced when the need emerges for instances such as marriage, education, the acquisition of a house or a car, and above all, the retirement.

Benefits of Motilal Oswal Mutual Fund SIP

Saving a small amount of money annually in mutual fund funds will make your money expand more steadily, and can have a major impact on the accumulation of wealth. A Systematic Investment Plan (SIP) is an efficient way of managing market volatility and witnessing the tremendous compounding power over time. Below listed are the benefits of Motilal Oswal Mutual Fund SIP.

  • Nurtures the discipline to make regular savings and invest
  • Eliminates the risk related to market timing
  • Auto debit facility through major Indian cities, regular account statements, redemption/dividend receipts credited directly to the bank account
  • You may start an investment with SIP with a minimum amount of Rs 500
  • SIP helps you to determine when to invest, where to invest and how much to invest
  • SIP lets you keep the investment going for a long time. It is applied to the principal amount over time as the returns rise and this enhances the ability to receive further returns.
  • SIP offers the average cost of rupees, so whether markets are up or down its not a big deal.
  • SIP may be in the form of hybrid debt, or equity scheme. That is entirely dependent on the investment horizon of an investor and the capacity to take risks.
  • As these are vulnerable to market volatility, SIPs generally work well for equity and equity-oriented hybrid funds.

How to start Motilal Oswal Mutual Fund SIP

Below is the process to start SIP with Motilal Oswal Mutual Fund
Via Physical Form

  • Fill the Common application and Auto-debit form
  • Choose from daily/weekly/fortnightly/monthly/ quarterly/annual frequency
  • Minimum investments of Rs 500/- (for Weekly, Fortnightly, Monthly), Rs 1500/- (for Quarterly) and Rs 6000/- (for Annually)
  • For Physical form: 1st instalment in the form of a cheque, auto-debit thereafter
  • For online facility: Scanned copy of cancelled cheque with name needs to be uploaded, auto-debit thereafter

SIP – BSE STAR MF System

  • Select a scheme in which you want to invest via SIP along with the frequency, amount, tenure etc
  • Meet your broker for SIP registration mentioning all the necessary details
  • Broker registers you for SIP on BSE STAR MF system
  • SIP begins as of the date indicated

SIP – Under Whatsapp

This facility allows current investors to conduct SIP purchase transactions in a simplified manner via the WhatsApp application

Motilal Oswal Mutual Fund Statement

Mutual Fund Statement provided by Motilal Oswal Asset Management Company is a crucial asset to track your spending and expenses. The statement can be access through online and offline procedures. Additionally, a Consolidated Account Statement (CAS) is issued to all mutual fund investors under an amendment introduced by SEBI (India's Securities and Exchange Board). It is a regular mutual fund statement providing details on all the financial activities you have conducted in all the joint accounts and schemes

How to Download Mutual Fund Financial Statements

  • Visit the Motilal Oswal Mutual Fund website and under the drop-down menu of downloads click on "Mutual Funds"
  • Now under the drop-down menu of "Mutual Funds" click on "Financials"
  • Now you can see the list of "Half Yearly Portfolio Statement" and date of publish
  • Now select the statement you want to download and click on the pdf icon to download

How to Request for Account Statement

  • Visit the website of Motilal Oswal Mutual Fund and on the homepage click on "Request for Account Statement"
  • Select any of the source Folio Number, Email Id or PAN Card Number via which you can request for account statement
  • Now enter the number of your selected choice
  • Now choose any of the Statement Option from Default Statement (Last 5 Transactions), Last Financial Year Statement, Full Account Statement
  • Enter the captcha code and click on "Submit" to submit your request

How to get Motilal Oswal Account Statement

  • Visit the Motilal Oswal Mutual Fund Portal and under the drop down section of Download click on "Account Statement"
  • Now enter your PAN Number and the captcha code 
  • Now click on "Submit" to get your account statement

Motilal Oswal Mutual Fund Online Empanelment

Business Partner Platform by Motilal Oswal is a one-of-a-kind, powerful platform in the industry.

As a business associate, you can use this platform to easily handle your current business and successfully expand your business.

Benefits of Motilal Oswal Mutual Fund Online Empanelment

  • You can get a personalized dashboard to manage your business
  • Get a single view for all your investors
  • Easily monitor the performance of investor portfolio
  • Generate reports instantly for investors

Process of Online Empanelment

Below given is the process for Motilal Oswal Mutual Fund Online Empanelment

  • Visit the Motilal Oswal website and login with your user id/password
  • Go to the Online Empanelment section
  • Now enter Your ARN Code And PAN Number, you will get an OTP on your registered mobile number
  • Enter OTP on the required field and check your details from KYD database
  • Update your bank and nominee details and click on "Submit"
  • Once the submission is done will be registered as a partner of Motilal Oswal Mutual Fund Empanelment

Motilal Oswal Mutual Fund Login, Customer Care Number & Other Details:

For Mutual Fund Quarries investors can contact Motilal Oswal Mutal Fund toll-free number 1800-200-6626 and they can mail to [email protected] For Portfolio Management Services related queries investors can call 022 - 39804238 and mail to [email protected]. Online through Motilal Oswal Mutual Fund website anyone can get account statement, transaction slip, redemption form, common application form & fact sheets etc.

Disclaimer : The details given in the mutual fund section is for informational purposes only. Greynium Information Technologies Pvt Ltd, its subsidiaries and associates do not guarantee the authenticity. The service provider has made every effort to ensure accuracy of information provided; however, neither Greynium Information Technologies Pvt Ltd, its subsidiaries and associates, nor the provider can guarantee such accuracy. This information is strictly for informational purposes only. It is not a solicitation to buy, sell in mutual funds or other financial instruments. Greynium Information Technologies Pvt Ltd, its subsidiaries, associates and the service provider do not accept culpability for losses and/or damages arising based on information.
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