Motilal Oswal Asset Management Company Limited, incepted in 2008, is a phenomenal player in India’s asset management space offering a variety of mutual funds to align with the investment aptitude of different investors. Now, the question you must ask yourself is what type of investor you are. Whether you are an aggressive investor willing to take risks or a conservative one who can’t afford to take investment risks If the former is your answer, subscribing to Motilal Oswal Mutual Fund would do a lot of good to your financial portfolio. It’s because Motilal Oswal offers a variety of equity mutual funds that can take your money to greater heights. These funds have been delivering greater returns to the investors. You can get details of returns and other critical information in this post.
Top Equity Fund Performers that Motilal Oswal Boasts of The list of top-performing equity funds is an impressive one that you can read out below. Motilal Oswal Focused 25 Fund - The money invested in the scheme is dispersed to securities that can help achieve the objective of capital appreciation in the long term. A minimum 65% is allocated in top 100 companies as per the market capitalization. Also, the maximum investment in equity and equity-related instruments is permitted to be 35%. However, the fund can invest a maximum of 10% in debt, money-market instruments, cash, G-sec, units issued by Real Estate Investment Trusts (REITs) and InvITS. Performance
You can invest by either a lump sum or a Systematic Investment Plan (SIP). The minimum sum by which you can invest by either of these two is ₹500. Motilal Oswal Midcap 30 Fund - It invests in stocks of up to 30 mid-cap companies to achieve the objective of capital appreciation over the long term. The fund invests a minimum 65% of the corpus in equity and equity-related instruments of top 101-250 companies as per the full market capitalization. On the other hand, a maximum 35% can be allocated in equity and equity-related instruments of other companies. The maximum 10% is dispersed across debt, money-market instruments, bonds, G-Sec, cash, units issued by InvITS and REITs. Performance
Both lump sum and SIP modes of investment are available. The minimum amount needed to invest by either of these modes is ₹500. Motilal Oswal Long Term Equity Fund The fund chooses a diversified set of equity and equity-related instruments to appreciate the growth of invested capital over time. It makes sure to invest a minimum 80%-100% in equity and equity-related instruments of companies. The maximum allocation in debt, money market instruments, cash and G-Sec can be in the range of 0%-20%. What’s more, the fund investments help you gain tax exemption under Section 80C of the Income Tax Act. Performance
It’s up to you to choose the tool - lump sum or SIP - by which you want to invest in this fund. A minimum of ₹500 is required to invest by any of these two modes. Motilal Oswal Equity Hybrid Fund It’s a hybrid fund that keeps the money in both equity and debt instruments in specific proportions. However, the allocation to equity would be more as it’s an equity-oriented hybrid fund. The fund invests a minimum 65% corpus in equity and equity-related instruments. On the other hand, a maximum allocation of 35% is likely to be made in debt, money-market instruments, G-sec, bonds, cash, etc. The fund has started off as its inception date is September 14, 2018. It has delivered a return of 7.13% since inception. Motilal Oswal Mutual Fund SIP If you are new to mutual fund investment, you must be wanting to understand the term SIP as stated above. An SIP is a disciplined approach to investing in mutual funds at regular intervals - monthly, quarterly, half-yearly or annually. The SIP investments buy units at the prevailing NAV, which stands for Net Asset Value. The NAV is actually the market price of a fund unit. SIPs are a good tool to average out the cost of investment in the event of market fluctuations. As the NAV comes down, the money invested through SIP buys more units and less units the other way round. Motilal Oswal Mutual Fund Customer Care You can dial the Motilal Oswal Mutual Fund Customer Care number to know the minimum investment amount, the number of units bought, the prevailing NAV, the expertise of the fund manager and so many other things. This will help you invest better and prosper your future.
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