Motilal Oswal Mutual Fund, founded in 2008, offers investment solutions to help individual investors with financial planning and wealth growth. The Asset Management Firm (AMC) has a QAAUM of roughly Rs. 25,763 crore for the quarter ending March 2021. It provides around 20 mutual fund schemes, including debt funds, hybrid funds, and the best Motilal Oswal Equity Mutual Funds.
Stock funds are mutual fund schemes that invest primarily in equity and equity-related securities. According to the Securities and Exchange Board of India’s (SEBI) requirements, these funds must invest at least 65 per cent of their assets in stock. The remaining of the portfolio is made up of debt and money market instruments.
Documents needed for Mutual Fund Investment
Here is a list of official documents required to authenticate an investor’s identity and address:
1. Identity Proof
- Passport
- PAN Card
- Driving License
- Aadhaar Card
2. Address Proof
- Aadhar Card
- Recent Utility Bill
- Passport
- Rental/Lease Agreement
- Driving License
Top 5 Mutual Fund Schemes of Motilal Oswal Fund House
- Motilal Oswal Flexi Cap Fund Direct Growth
Fund performance: The Motilal Oswal Flexi Cap Fund has delivered annualised returns of 9.56 per cent over the last three years and 8.23 per cent over the last five years. Motilal Oswal Flexi Cap Fund is a Motilal Oswal Mutual Fund in the Equity sector.
Minimum investment amount: The minimum amount required to invest in Motilal Oswal Flexi Cap Fund by lump sum is Rs.500, while the minimum amount required to invest via SIP is Rs.500.
- Motilal Oswal Long Term Equity Fund Direct Growth
Fund performance: The Motilal Oswal Long Term Equity Fund has delivered annualised returns of 17.17 per cent over the last three years and 13.11 per cent over the last five years. The Motilal Oswal Long Term Equities Fund is a Motilal Oswal Mutual Fund in the Equity category.
Minimum investment amount: The minimum amount required to invest in Motilal Oswal Long Term Equity Fund by lump sum is Rs.500, while the minimum amount required to invest via SIP is Rs.500.
- Motilal Oswal Focused 25 Fund Direct Growth
Fund performance: The Motilal Oswal Focused 25 Fund has delivered annualised returns of 15.39 per cent over the previous three years and 11.65 per cent over the last five years. The Motilal Oswal Focused 25 Fund is a Motilal Oswal Mutual Fund in the Equity sector.
Minimum investment amount: The minimum amount required to invest in Motilal Oswal Focused 25 Fund by lump sum is Rs.500, and the minimum amount required to invest via SIP is Rs.500.
- Motilal Oswal Equity Hybrid Fund Direct Growth
Fund performance: The Motilal Oswal Equity Hybrid Fund has delivered 14.51 per cent annualised returns over the last three years and zero per cent over the last five. Motilal Oswal Equity Hybrid Fund is a Motilal Oswal Mutual Fund in the Hybrid category.
Minimum investment amount: The minimum amount required to invest in Motilal Oswal Equity Hybrid Fund by lump sum is Rs.500, while the minimum amount required to invest via SIP is Rs.500.
- Motilal Oswal Liquid Fund Direct Growth
Fund performance: The Motilal Oswal Liquid Fund has delivered annualised returns of 3.93 per cent over the last three years and zero per cent over the last five years. Motilal Oswal Liquid Fund is a Motilal Oswal Mutual Fund in the Debt category.
Minimum investment amount: The minimum amount required to invest in Motilal Oswal Liquid Fund in a lump sum is Rs.500, while the minimum amount required to invest in Motilal Oswal Liquid Fund via SIP is Rs.500.
