Top Motilal Oswal Mutual Fund Recommended By GetMyIndia Capitals
1-Motilal Oswal ELSS Tax Saver Fund Direct-Growth
Investment Objective –
The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
FUND METRICS-
| NAV | ₹61.2349 as on 06 Nov 2024 |
| Age | 21 Jan 2015 |
| AUM | ₹ 4194.64 Crs |
| Exit Load | Nil |
| Lock-in Period | 03 Years |
| Returns | 6 Months: +23.20%
1 Year: +65.03% 3 Years: +103.63% |
2-Motilal Oswal Business Cycle Fund Direct-Growth
Investment Objective –
To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles. However, there can be no assurance that the investment objective of the scheme will be realized.
FUND METRICS-
| NAV | ₹11.9834 as on 06 Nov 2024 |
| Age | 27th August 2024. | AUM | ₹1,027.71 Cr |
| Exit Load | Exit load of 1%, if redeemed within 3 months. |
| Lock-in Period | 0 Years 0 Months |
3-Motilal Oswal Manufacturing Fund
Investment Objective –
To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies engaged in the manufacturing activity. However, there can be no assurance that the investment objective of the scheme will be realized.
FUND METRICS-
| NAV | ₹11.2349 as on 06 Nov 2024 | Age | 8th August 2024. | AUM | ₹678.53 Cr | Exit Load | 1% - If redeemed on or before 3 Months from the date of allotment.
Nil - If redeemed after 3 Months from the date of allotment. |
| Lock-in Period | 0 Years 0 Months |
4-Motilal Oswal Quant Fund Direct-Growth
Investment Objective –
The investment objective of the scheme is to provide Returns that, before expenses, correspond to the total Returns of the securities as represented by Nifty 500 Momentum 50 Total Return Index, subject to tracking error. However, there can be no assurance or guarantee that the investment objectives of the scheme will be achieved.
FUND METRICS-
| NAV | ₹11.4972 as on 06 Nov 2024 | Age | 6 Jun 2024 | AUM | ₹152.80 Cr | Exit Load | If redeemed on or before 15 days from the date of allotment-1%
If redeemed after 15 days from the date of allotment-Nil |
Lock-in Period | 0 Years 0 Months | Returns | 3 Months: +5.94% |
5-Motilal Oswal Focused Fund Direct-Growth
Investment Objective –
The investment objective of the Scheme is to achieve long term capital appreciation by investing in up to 30 companies with focus in multi cap space. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
FUND METRICS-
| NAV | ₹54.9289 as on 06 Nov 2024 | Age | 13 May 2013 | AUM | ₹ 2130.38 Crs | Exit Load | Exit load of 1% if redeemed within 1 year. | Lock-in Period | 0 Years 0 Months | Returns | 6 Months: +14.51%
1 Year: +30.92% 3 Years: +43.60% |
Documents required to invest in Motilal Oswal Mutual Fund
The documents for KYC (Know Your Client) include proof of address and proof of identity. Here is a list of officially valid documents (OVD) admissible.
PROOF OF IDENTITY
1. PAN Card (Mandatory)
2. Voter ID Card
3. Driving License
4. Passport
5. Aadhaar Card
6. Any other valid identity card issued by Central or State Government
PROOF OF ADDRESS
1. Voter ID Card
2. Driving License
3. Passport
4. Ration Card
5. Aadhaar Card
6. Bank account statement or bank passbook
7. Utility bills like electricity or gas bills
