List of Instrumental Schemes Provided by Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund is one of the fastest emerging asset management companies in India. With the experience and research of over 30 years in the equity market, the AMC has provided beneficial schemes which have outperformed their peers and benchmarks since their inception. The highly experienced and talented management staff lead by Mr Raamdeo Agrawal has achieved success in providing the best financial solutions and has gained the trust of thousands of investors. To invest in any scheme of Motilal Oswal Mutual Fund online, connect with MySIPonline. The details of the schemes provided by Motilal Oswal MF have been described below

1. Motilal Oswal Long Term Equity Fund (G): It is an Equity Linked Savings Scheme which has outperformed its category average, as well as benchmark, NIFTY 500 despite being a late entrant in the market. It has a lock-in period of 3 years, and in last three years, it has generated an annualised return of 16.49% compared to 11.37% benchmark returns and 9.96% category average returns. The fund managers Mr Abhiroop Mukherjee and Mr Gautam Sinha Roy generally invest the majority of the corpus in the equity instruments of large-cap companies and 20-30% in mid-cap companies. The fund is suitable for the investors who seek tax-saving as their primary objective behind the investment. (data as of 16th July 2018)
2. Motilal Oswal Multicap 35 Fund (G): It is a multi-cap fund with a massive AUM of Rs 13,016 crore as on 30th June 2018. Since its inception in April 2014, it has generated an annualised return of 26.05%. This fund has also outperformed its benchmark and peers many times in the past. The fund manager Mr Gautam Sinha Roy invests the corpus in a total of 20-25 stocks which are mainly large-cap companies. Mid-cap companies possess 15-20% of the corpus.(data as of 16th July 2018)
3. Motilal Oswal Midcap 30 Fund (G): It is a mid-cap fund which aims to create long-term wealth by investing predominantly in mid-cap companies. The fund managers Mr Akash Singhaniya and Mr Niket Shah have a long-term prospect for this fund. Since inception in April 2014, it has generated an annualised return of 24.19%. More than 70% of the corpus is invested in small and mid-cap companies hence the fund is suitable for high-risk takers. (data as of 16th July 2018)
4. Motilal Oswal Ultra Short Term Fund (G): It is a debt fund which is suitable for very short-term investment. The average maturity period of the instruments is 4.8 months. The fund provides stable returns which are more than regular bank savings account through a portfolio of commercial papers and certificate of deposit of A1+ credit ratings. Mr Abhiroop Mukherjee manages it since its inception in September 2013. (data as of 16th July 2018)
5. Motilal Oswal Dynamic Fund (G): It is a hybrid fund whose portfolio is inclined towards the equity and equity derivative instruments. 65% and 35% is the allocation ratio of equity and debt instruments respectively. It has generated an annualised return of 11.37% since inception in September 2016. The fund manager Mr Gautam Sinha Roy shifts the allocation of the corpus according to the market trends to get the maximum benefits. (data as of 16th July 2018)

Every scheme has its aim and ambition, and hence you should consult with a financial expert before investing in any Motilal Oswal mutual funds. At MySIPonline every investor is provided with the optimum solution for every financial need. Connect through email, chat, or call anytime to enjoy the most beneficial investment strategies.