What is the best mutual fund scheme to invest in under Motilal Oswal?

Suggesting a single best scheme to invest in under Motilal Oswal is challenging, as it depends on several factors, including investment goals, risk tolerance, the fund’s performance history, associated risks, and expense ratios.

Do Motilal Oswal Mutual Fund schemes offer any tax benefits?

Not all Motilal Oswal Mutual Fund schemes offer tax benefits. However, if you invest in Motilal Oswal ELSS (Equity Linked Savings Scheme) funds, you can avail tax deductions of up to ₹1.5 lakh per financial year under Section 80C of the Income Tax Act.

What is the process to redeem Motilal Oswal Mutual Fund?

To redeem your units from Motilal Oswal Asset Management Company Ltd., you have two ways. For the online process, visit the AMC’s official website and sign in using your folio number. For the offline method, visit the nearest fund house, fill out the redemption form, and submit it.

What things should you consider when investing in the Motilal Oswal Mutual Fund SIP?

To invest in Motilal Oswal Mutual Fund SIP, you need to consider several things, such as the investment amount, the SIP tenure, the number of your mutual fund SIPs that are already paid and the projected interest rate.

Is Motilal Oswal a good mutual fund?

Motilal Oswal Midcap Fund delivered the highest SIP returns, with an XIRR of approximately 30.13% over the past five years. So, we can say it is a good option for investment.

Motilal Oswal Mutual Fund: Is This the Smartest Investment for 2025?

Name: Motilal Oswal Mutual Fund
Brand: Mutual Funds
Rating: 4.7 (12778 reviews)

The Indian Mutual Fund industry is witnessing remarkable growth, surging from ₹11.73 trillion in 2015 to an impressive ₹74.41 trillion in 2025. In just 10 years, the value has multiplied sixfold, a clear reflection of the increasing trust investors like you place in market-driven wealth creation.

That is why we have handpicked 13 of the best Motilal Oswal Mutual Funds with strong past performance and fund allocation data, along with expense ratio, to help you invest with increased confidence.

Information About Motilal Oswal Asset Management Company Pvt Ltd.

Mutual Fund Name	Motilal Oswal Mutual Fund
Asset Management Company name	Motilal Oswal Asset Management Company Pvt. Ltd.
AMC Establishment Date	14th November, 2008
Sponsor Name	Motilal Oswal Financial Services Limited
Trustee Organisation	Motialla Oswal Trustee Limited
Name of Trustees	Mr. Niren Srivastava Mr. Sandip Ghose Mr. Vijay Agarwal Mr. Viraj Kulkarni
Name of Compliance Officer	Ms. Aparna Karmase
Assets Managed	₹123,215.42 crore (as on 30th Jun, 2025)
Total AUM (till the end of the last quarter)	₹50,796 crore

Motilal Oswal Mutual Fund managers take care of more than 13 lakh+ client accounts and have active operations in over 600 locations across India.

Motilal Oswal Mutual Fund Returns, Fund Allocation and Expense Ratio

S. No.	Fund Name	Fund Allocation	Expense Ratio	3Y Returns
	Motilal Oswal Midcap Fund	Equity 82.82% Others 17.17%	0.68%	32.36%
	Motilal Oswal Large and Midcap	Equity (99.12%) Others (0.88%)	0.64%	32.34%
	Motilal Oswal Flexi Cap Fund	Equity 90.08% Others (9.92%)	0.86%	27.12%
4.	Motilal Oswal Nifty Smallcap 250 Index Fund	Equity (100.04%) Others (-0.05%)	0.33%	27.12%
5.	Motilal Oswal Nasdaq 100 Fund of Fund	Others (100%)	0.2%	26.53%
6.	Motilal Oswal Nifty Midcap 150 Index Fund	Equity (100%)	0.26%	26.32%
7.	Motilal Oswal Nasdaq 100 ETF (MOFN100)	Equity (99.88%) Others (0.12%)	0.58%	25.44%
8.	Motilal Oswal Nifty 200 Momentum 30 Index Fund	Equity (99.8%) Others (0.2%)	0.32%	21.71%
9.	Motilal Oswal S&P 500 Index Fund - Regular Plan Growth	Equity (99.22%) Others (0.77%)	0.61%	19.97%
10.	Motilal Oswal Nifty 500 Index Fund	Equity (99.78%) Others (0.22%)	0.17%	18.44%
11.	Motilal Oswal Nifty Bank Index Fund	Equity (99.62%) Others (0.38%)	0.26%	16.55%
12.	Motilal Oswal Focused Fund	Equity (99.06%) Others (0.94%)	1.01%	13.99%
13.	Motilal Oswal Balance Advantage Fund	Equity (81.79%) Debt (12.29%) Others (5.92%)	0.94%	12.13%

Note: All mutual fund details mentioned are as of July 24, 2025. Performance and other metrics are subject to market fluctuations and may differ over time.

This list of the top Motilal Oswal Mutual Funds is not a recommendation. Do your own research or consult a certified financial advisor before making any investment decisions.

Steps to Invest in Motilal Oswal Mutual Fund

Step 1: Visit the <a href="https://www.motilaloswalmf.com/" target="_blank" rel="nofollow">Motilal Oswal Mutual Funds Investment</a> website.

Step 2: Enter your name and phone number. Click the button ‘Invest Now.’

Step 3: Register yourself as a new investor by entering the necessary details such as PAN, tax status, name, mobile number, email ID, and city. Then click on the 'Submit' button.

Step 4: Once you complete the registration, your portfolio will be created, and you will see the ‘Invest Now’ option on your screen.

Step 5: Choose a mutual fund as per your convenience. You will find a sort/filter section to view funds based on their performance over the last 5 or 10 years.

Step 6: Select an option between ‘Lumpsum’ or ‘SIP’

Step 7: Enter the amount and click the ‘Buy Now’ button.

When submitting necessary documents, you will be required to provide bank account details, along with a cancelled cheque, nominee details, and FATCA declarations to invest in Motilal Oswal Mutual Fund.

Concerned about the associated risk? Want to discover a safe investment option? Explore the Stable Money platform, where you can invest in fixed deposits offering up to 8.40% returns. Enjoy stable, consistent growth with peace of mind.

Frequently Asked Questions