# Motilal Oswal Mutual Fund — Profile, AUM, Fund Managers & Scheme Directory

**Canonical URL:** https://mfcalc.getabundance.in/amc/motilal-oswal-mutual-fund
**Official Legal Entity:** Motilal Oswal Mutual Fund
**Total Official AUM:** ₹75,941.55 Cr
**Total Schemes Managed:** 40
**Inception / Launch Date:** 2009-12-28
**Industry AUM Rank:** #19
**Registered Office:** Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
**Contact Telephone:** 022-39804238 / 1800-200-6626
**Official Website:** http://www.motilaloswalmf.com

## Key Investment Personnel & Fund Managers (5)

### Rakesh Shetty
- **Education:** Mr. Shetty has done B.Com
- **Experience:** Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
- **Key Schemes Managed:** Motilal Oswal Focused Fund Direct Growth, Motilal Oswal Ultra Short Term Fund Direct Growth, Motilal Oswal Midcap Fund Direct Growth, Motilal Oswal Flexi Cap Fund Direct Growth, Motilal Oswal ELSS Tax Saver Fund Direct Growth (+51 more)

### Ajay Khandelwal
- **Education:** Mr. Khandelwal is MBA & Bachelor of Engineering.
- **Experience:** Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
- **Key Schemes Managed:** Motilal Oswal Midcap Fund Direct Growth, Motilal Oswal Flexi Cap Fund Direct Growth, Motilal Oswal ELSS Tax Saver Fund Direct Growth, Motilal Oswal Large and Midcap Fund Direct Growth, Motilal Oswal Small Cap Fund Direct Growth (+9 more)

### Swapnil P Mayekar
- **Education:** Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
- **Experience:** Prior to joining Motilal Oswal AMC  he worked with Business Standard Limited from Aug 2005 to Feb 2010.
- **Key Schemes Managed:** Motilal Oswal Focused Fund Direct Growth, Motilal Oswal Midcap Fund Direct Growth, Motilal Oswal Flexi Cap Fund Direct Growth, Motilal Oswal Balanced Advantage Fund Direct Growth, Motilal Oswal Nasdaq 100 FOF Direct Growth (+44 more)

### Ankit Agarwal
- **Education:** Mr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.
- **Experience:** Prior to joining Motilal Oswal Mutual Fund he has worked with UTI Mutual Fund, Centrum Capital Ltd as Senior Vice President - Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..
- **Key Schemes Managed:** Motilal Oswal Focused Fund Direct Growth, Motilal Oswal Midcap Fund Direct Growth, Motilal Oswal Flexi Cap Fund Direct Growth, Motilal Oswal ELSS Tax Saver Fund Direct Growth, Motilal Oswal Balanced Advantage Fund Direct Growth (+7 more)

### Varun Sharma
- **Education:** Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.
- **Experience:** Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.
- **Key Schemes Managed:** Motilal Oswal Focused Fund Direct Growth, Motilal Oswal Midcap Fund Direct Growth, Motilal Oswal Flexi Cap Fund Direct Growth, Motilal Oswal ELSS Tax Saver Fund Direct Growth, Motilal Oswal Balanced Advantage Fund Direct Growth (+10 more)

## Mutual Fund Schemes Directory (40)

| Scheme Name | Category | AUM (₹ Cr) | NAV (₹) | 1Y Return | 3Y Return | 5Y Return | Scheme Link |
| :--- | :--- | :--- | :--- | :--- | :--- | :--- | :--- |
| [Motilal Oswal Gold and Silver Passive Fund of Funds](https://mfcalc.getabundance.in/fund/150641) | Other Scheme - FoF Domestic | ₹2,726.83 Cr | ₹30.85 | +48.68% | +38.01% | — | [View Factsheet](https://mfcalc.getabundance.in/fund/150641) |
| [Motilal Oswal S&P 500 Index Fund](https://mfcalc.getabundance.in/fund/148382) | Other Scheme - Index Funds | ₹4,376.87 Cr | ₹32.64 | +24.60% | +25.72% | +17.21% | [View Factsheet](https://mfcalc.getabundance.in/fund/148382) |
| [Motilal Oswal Large and Midcap Fund](https://mfcalc.getabundance.in/fund/147701) | Equity Scheme - Large & Mid Cap Fund | ₹17,050.14 Cr | ₹37.31 | +6.57% | +20.95% | +17.26% | [View Factsheet](https://mfcalc.getabundance.in/fund/147701) |
| [Motilal Oswal ELSS Tax Saver Fund](https://mfcalc.getabundance.in/fund/133385) | Equity Scheme - ELSS | ₹4,626.85 Cr | ₹57.48 | +7.76% | +20.60% | +15.89% | [View Factsheet](https://mfcalc.getabundance.in/fund/133385) |
| [Motilal Oswal Flexi Cap Fund](https://mfcalc.getabundance.in/fund/129048) | Equity Scheme - Flexi Cap Fund | ₹12,835.9 Cr | ₹63.24 | -1.07% | +17.15% | +11.81% | [View Factsheet](https://mfcalc.getabundance.in/fund/129048) |
| [Motilal Oswal Nifty Microcap 250 Index Fund](https://mfcalc.getabundance.in/fund/151815) | Other Scheme - Index Funds | ₹2,328.94 Cr | ₹18.90 | +7.47% | +16.62% | — | [View Factsheet](https://mfcalc.getabundance.in/fund/151815) |
| [Motilal Oswal Nifty Next 50 Index Fund](https://mfcalc.getabundance.in/fund/147797) | Other Scheme - Index Funds | ₹456.53 Cr | ₹24.73 | +3.08% | +16.17% | +10.61% | [View Factsheet](https://mfcalc.getabundance.in/fund/147797) |
| [Motilal Oswal Nifty Midcap 150 Index Fund](https://mfcalc.getabundance.in/fund/147621) | Other Scheme - Index Funds | ₹3,482.08 Cr | ₹39.49 | +4.20% | +14.45% | +14.98% | [View Factsheet](https://mfcalc.getabundance.in/fund/147621) |
| [Motilal Oswal Nifty Smallcap 250 Index Fund](https://mfcalc.getabundance.in/fund/147624) | Other Scheme - Index Funds | ₹1,121.29 Cr | ₹39.05 | +3.89% | +13.94% | +13.87% | [View Factsheet](https://mfcalc.getabundance.in/fund/147624) |
| [Motilal Oswal Focused Fund](https://mfcalc.getabundance.in/fund/122387) | Equity Scheme - Focused Fund | ₹1,527.48 Cr | ₹53.72 | +22.83% | +13.41% | +9.27% | [View Factsheet](https://mfcalc.getabundance.in/fund/122387) |
| [Motilal Oswal Asset Allocation Fund of Fund- Conservative](https://mfcalc.getabundance.in/fund/148749) | Other Scheme - FoF Domestic | ₹74.41 Cr | ₹17.51 | +7.60% | +12.60% | +9.87% | [View Factsheet](https://mfcalc.getabundance.in/fund/148749) |
| [Motilal Oswal Nifty 500 Index Fund](https://mfcalc.getabundance.in/fund/147626) | Other Scheme - Index Funds | ₹2,944.85 Cr | ₹25.46 | -2.70% | +9.38% | +8.74% | [View Factsheet](https://mfcalc.getabundance.in/fund/147626) |
| [Motilal Oswal Nifty Bank Index Fund](https://mfcalc.getabundance.in/fund/147619) | Other Scheme - Index Funds | ₹643.61 Cr | ₹19.95 | +1.16% | +7.23% | +8.09% | [View Factsheet](https://mfcalc.getabundance.in/fund/147619) |
| [Motilal Oswal 5 Year G-Sec Fund of Fund](https://mfcalc.getabundance.in/fund/149241) | Other Scheme - FoF Domestic | ₹56.61 Cr | ₹13.21 | +4.68% | +7.03% | — | [View Factsheet](https://mfcalc.getabundance.in/fund/149241) |
| [Motilal Oswal Nifty 50 Index Fund](https://mfcalc.getabundance.in/fund/147795) | Other Scheme - Index Funds | ₹867.63 Cr | ₹19.84 | -7.30% | +6.10% | +6.46% | [View Factsheet](https://mfcalc.getabundance.in/fund/147795) |
| [Motilal Oswal Ultra Short Term Fund](https://mfcalc.getabundance.in/fund/124233) | Debt Scheme - Ultra Short Duration Fund | ₹391.3 Cr | ₹17.54 | +5.28% | +5.67% | +5.07% | [View Factsheet](https://mfcalc.getabundance.in/fund/124233) |
| [Motilal Oswal Balanced Advantage Fund](https://mfcalc.getabundance.in/fund/139870) | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage | ₹731.18 Cr | ₹19.45 | -5.94% | +1.36% | +4.49% | [View Factsheet](https://mfcalc.getabundance.in/fund/139870) |
| [Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FOF](https://mfcalc.getabundance.in/fund/152091) | Other Scheme - FoF Overseas | ₹37.46 Cr | ₹18.42 | +26.73% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/152091) |
| [Motilal Oswal Small Cap Fund](https://mfcalc.getabundance.in/fund/152232) | Equity Scheme - Small Cap Fund | ₹6,358.57 Cr | ₹17.03 | +19.28% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/152232) |
| [Motilal Oswal Quant Fund](https://mfcalc.getabundance.in/fund/152692) | Equity Scheme - Sectoral/ Thematic | ₹242.48 Cr | ₹9.58 | -3.38% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/152692) |
| [Motilal Oswal Nifty India Defence Index Fund](https://mfcalc.getabundance.in/fund/152711) | Other Scheme - Index Funds | ₹4,731.39 Cr | ₹12.08 | +11.79% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/152711) |
| [Motilal Oswal Nifty 500 Momentum 50 Index Fund](https://mfcalc.getabundance.in/fund/152876) | Other Scheme - Index Funds | ₹769.17 Cr | ₹8.35 | +2.89% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/152876) |
| [Motilal Oswal Digital India Fund](https://mfcalc.getabundance.in/fund/152966) | Equity Scheme - Sectoral/ Thematic | ₹773.91 Cr | ₹11.17 | +4.98% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/152966) |
| [Motilal Oswal Digital India Fund](https://mfcalc.getabundance.in/fund/152967) | Equity Scheme - Sectoral/ Thematic | ₹773.91 Cr | ₹11.17 | +4.98% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/152967) |
| [Motilal Oswal Nifty MidSmall Healthcare Index Fund](https://mfcalc.getabundance.in/fund/153022) | Other Scheme - Index Funds | ₹33.41 Cr | ₹12.60 | +15.20% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153022) |
| [Motilal Oswal Nifty MidSmall India Consumption Index Fund](https://mfcalc.getabundance.in/fund/153024) | Other Scheme - Index Funds | ₹23.13 Cr | ₹9.44 | -9.77% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153024) |
| [Motilal Oswal Nifty MidSmall Financial Services Index Fund](https://mfcalc.getabundance.in/fund/153026) | Other Scheme - Index Funds | ₹96.09 Cr | ₹14.60 | +20.96% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153026) |
| [Motilal Oswal Nifty MidSmall IT and Telecom Index Fund](https://mfcalc.getabundance.in/fund/153028) | Other Scheme - Index Funds | ₹43.83 Cr | ₹9.40 | -2.43% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153028) |
| [Motilal Oswal Nifty Capital Market Index Fund](https://mfcalc.getabundance.in/fund/153137) | Other Scheme - Index Funds | ₹497.29 Cr | ₹12.53 | +21.06% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153137) |
| [Motilal Oswal Arbitrage Fund](https://mfcalc.getabundance.in/fund/153188) | Hybrid Scheme - Arbitrage Fund | ₹2,584.5 Cr | ₹11.12 | +6.19% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153188) |
| [Motilal Oswal Innovation Opportunities Fund](https://mfcalc.getabundance.in/fund/153256) | Equity Scheme - Sectoral/ Thematic | ₹545.83 Cr | ₹14.85 | +12.70% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153256) |
| [Motilal Oswal Active Momentum Fund](https://mfcalc.getabundance.in/fund/153365) | Equity Scheme - Sectoral/ Thematic | ₹476.76 Cr | ₹14.52 | +25.85% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153365) |
| [Motilal Oswal Infrastructure Fund](https://mfcalc.getabundance.in/fund/153482) | Equity Scheme - Sectoral/ Thematic | ₹132.56 Cr | ₹12.73 | +4.06% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153482) |
| [Motilal Oswal Services Fund](https://mfcalc.getabundance.in/fund/153561) | Equity Scheme - Sectoral/ Thematic | ₹111.98 Cr | ₹11.85 | +11.65% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153561) |
| [Motilal Oswal BSE 1000 Index Fund](https://mfcalc.getabundance.in/fund/153597) | Other Scheme - Index Funds | ₹60.25 Cr | ₹9.83 | -2.72% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153597) |
| [Motilal Oswal Special Opportunities Fund](https://mfcalc.getabundance.in/fund/153751) | Equity Scheme - Sectoral/ Thematic | ₹71.33 Cr | ₹12.53 | +19.37% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153751) |
| [Motilal Oswal Consumption Fund](https://mfcalc.getabundance.in/fund/153916) | Equity Scheme - Sectoral/ Thematic | ₹1,023.06 Cr | ₹11.19 | — | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153916) |
| [Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds](https://mfcalc.getabundance.in/fund/154113) | Other Scheme - FoF Domestic | ₹35.66 Cr | ₹10.64 | — | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/154113) |
| [Motilal Oswal Financial Services Fund](https://mfcalc.getabundance.in/fund/154137) | Equity Scheme - Sectoral/ Thematic | ₹177.86 Cr | ₹10.68 | — | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/154137) |
| [Motilal Oswal Contra Fund](https://mfcalc.getabundance.in/fund/154338) | Equity Scheme - Contra Fund | ₹98.62 Cr | ₹10.58 | — | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/154338) |

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### Regulatory Disclosures & Distributor Attribution

Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Historical returns are not indicative of future results.

**Abundance Financial Services** (ARN-251838, AMFI Registered Mutual Fund Distributor) · **Atin Kumar Agrawal** (APRN04279, APMI Registered PMS Distributor).