Top Motilal Oswal Mutual Fund: Enabling Wealth Creation For You

Did you know? The Motial Oswal Mutual Fund was started with assets of Rs 1 lakh only. And now, it manages assets worth more than Rs 1,15,870 crores. How did it grow this much?

This is due to its holistic investment philosophy and experienced leaders. So, if you are looking for a trusted fund house for wealth creation, then the Motilal Oswal MF is the one.

And to help you in this quest, the post provides you with the best schemes offered by the fund house. You will also get some tips and tricks to choose the most suitable scheme. So, let’s start the journey by knowing some key details about the AMC.

About Motilal Oswal Mutual Fund

Founded in 2008, this fund house ranks among the top in the country. The formal name of this AMC is Motilal Oswal Asset Management Company Ltd. The following are some interesting details about the fund house:

• The fund house offers around 50 mutual fund schemes across different categories like equity, hybrid, etc.
• It is currently serving more than 40 lakh investors by operating through several locations across the nation.
• The AMC offers the minimum SIP of only Rs 100. This means even students can invest and start their journey of making wealth.

So, what are the reasons behind such great success of this fund house? There is no one reason but the investment philosophy of the fund house has played a key role in its success. So, let us learn about it.

Investment Philosophy of the Motilal MF

A fund house is mostly known by its investment philosophy. And the Motilal Oswal uses a very unique philosophy called QGLP. It is Quality, Growth, Longevity, and a reasonable Price. The fund house identifies high quality stocks based on in-depth market research.

These stocks have high future growth potential, for example small cap stocks. And the AMC holds stocks for the long term. Because it believes that holding stocks for a certain period allows investors to have the optimum benefits of the market cycle.

Besides, the Motilal Oswal Mutual Fund also focuses that the stocks are of reasonable prices. And this unique approach is further strengthened by robust risk management.

H3 Robust Risk Management

To protect your portfolio against the risk of market volatility, the Motilal Oswal MF focuses on certain key aspects. These are stock quality, portfolio diversification, sector weightage and liquidity. By addressing these factors, the fund house makes sure that your returns are maximized.

An investment philosophy cannot be better than this. But do you know who is responsible for making this philosophy? Well, there are 3 key people behind the curtain who are actively implementing this scheme. And helping investors create wealth for their future. Let's learn about them.

Leadership Framework of the Motial Oswal Mutual Fund

Leadership framework of the Motilal Oswal Mutual Fund consists of several smart people. But to give credit for the investment philosophy and risk management, we will have to learn about three people. Let's know them one by one:

Prateek Agarwal

Mr. Agarwal is the MD (Managing Director) and the CEO of the fund house. He has a rich working experience of more than 30 years in the asset management business and financial services. He is responsible for conceptualizing the current investment philosophy of the fund house.

Niket Shah

He is the CIO (Chief Investment Officer) in the fund house. Mr. Shah has around 15 years of experience in the financial services sector. His role in the fund house is to identify promising stocks with the help of his smart team of fund managers.

Gulam Siddique

Mr. Siddique is the Vice President and the head of the risk management department at the fund house. He is the person behind the robust risk management framework protecting the mutual funds. Mr. Siddique is actively contributing to minimizing the impact of market volatility on investors' money.

After knowing about such talented and experienced people working behind the curtain. Any investor would be interested in benefiting from them. And to help you in that, the next section presents some of the best mutual fund schemes offered by the fund house in 2025.

The Best Motilal Oswal Mutual Fund in 2025

Take a good look at the best Motilal Mutual Funds in 2025 given in the table below. And compare them with other schemes to find the most suitable one for yourself:

These schemes are highly promising, as you can see from their annualized returns. But the list does not end here. As said earlier, the fund house offers more than 40 mutual funds across different categories. And you can find the most suitable scheme among them. But how? You will get the answer in the next part.

How Can You Choose the Best Motilal Oswal Mutual Fund?

There are certain key parameters that you should always keep in mind while hunting for the best Motial Oswal Mutual Fund. Here they are:

Comparing Performance With The Benchmark

Each scheme has an index or a benchmark that you can use to compare its performance. Assess whether the fund is outgrowing its benchmark or not. And also see the margins, this will help you identify the true potential of that scheme.

CAGR or Annualized Returns

As you saw in the table in the previous section, each of the schemes has been presented with annualized returns of one year. This parameter is one of the best ways to identify the best scheme. Assess the past annualized returns on SIP from the fund, so that you don’t fall for false promises.

Fees For Fund Management

The AMC offers a competitive fee to manage your portfolio. This can range within 1-2% of your portfolio on an annual basis. Assessing the fees for fund management will always help you make sure that your returns are maximized after paying the charges.

Now that you have learnt about the unique investment philosophy and smart brains behind it, let us conclude this discussion with final thoughts on wealth creation from the Motilal Oswal Mutual Fund.

Final Thoughts

Based on the facts like more than 40 lakh investors trust the fund house and the value of total assets managed by the AMC. It is evident that the fund house is a great success and already helping millions of investors create wealth for their investors. You can also be one of them, all you need to do is start a SIP and maintain a disciplined investment plan for at least 5-7 years. And also remember, the longer you stay, the more you will earn.