Motilal Oswal Mutual Fund Review


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Motilal Oswal Financial Services Limited is a diversified financial services company with interests in stock broking, Asset Management Company, PMS and wealth management etc. The company offers regular mutual funds from various popular fund houses and direct schemes of its own AMC.

With Motilal Oswal MF, you can start investing in a mutual fund by opening a 4-in-1 account or only an equity account. Before opening a mutual fund account, you have to compulsorily open a Demat account with the broker. Motilal Oswal mutual fund offers free Demat account opening with free AMC for the first year.

Features of Motilal Oswal Mutual Fund

  • Allows investing in both direct and regular mutual funds
  • Offers in-house mutual fund schemes
  • Free demat account AMC for 1st year
  • Provides dedicated Motilal Oswal Investment platform
  • Offers stock and mutual fund recommendation
  • Personal relationship manager to assist in investments
  • Open all in one account for various mutual fund investments
  • Access to thousands of research reports
  • Investment education videos for new investors or beginners

Motilal Oswal Mutual Fund Online Charges

Motilal Oswal Mutual Fund Charges

Edelweiss Account Opening Charges

Nil

Edelweiss Mutual Fund AMC Fees

Nil

Edelweiss Mutual Fund Brokerage Charges

Nil

Edelweiss Mutual Fund Commission

1.5% to 2% for regular mutual funds

Edelweiss Mutual Fund Demat Charges

₹999 (2nd Year Onwards)

Other Charges

 

There are no Motilal Oswal mutual fund account opening charges. Investors can open an all in one account to invest in Equity, Commodity, Currency, and Mutual Funds. If you want to open a separate account for mutual fund investment, you can do so by selecting only equity investing while opening the account.

Motilal Oswal Mutual Fund Account Opening Process

Motilal Oswal allows both online and offline account opening.

Steps to invest in in-house Motilal Oswal MF

  • Visit Motilal Oswal official website at Motilaloswalmf.com
  • Click on Mutual Fund button available in the right side corner
  • Click on New MF investor tab
  • Enter the basic details such as PAN, aadhar, mobile no., and email ID
  • Click on submit button
  • If you are not KYC compliant, you can invest up to ₹50,000 in a financial year using aadhar number. Fill the R&T form, enter aadhar number and confirm declaration.
  • Enter your personal details
  • Enter the details mandated by the regulators
  • Enter your address details
  • Choose investment options and bank details
  • Choose the scheme detail
  • Select nominee and enter nominee detail
  • Make the payment through net banking, debit card, and UPI

Steps to open Motilal Oswal Mutual Fund Account online

For investing in multiple schemes of different fund houses, investors have to open an account with Motilal Oswal.

  • Visit Motilaloswal.com
  • Click on 'Open an Account'
  • Fill the registration form
  • Complete the account opening form
  • Provide your PAN details
  • Enter Aadhar details to fetch the aadhar mapped details
  • Complete verification process and upload the documents
  • Initiate IPV (in-person verification)
  • Start investing by choosing mutual fund as an option

For offline account opening, you have to download the form online. Next, fill the form online and send it to the Motilal Oswal office address along with the required documents.

Motilal Oswal SIP

Motilal Oswal allows investing in both lump sum and SIP mode of investments. Both new and existing investors can start investing in a mutual fund through SIP. You just need to be KYC verified to start investing in Motilal Oswal Mutual Funds.

Features of Motilal Oswal Mutual Fund SIP

  • Start investing with as minimum as Rs 500 per month
  • Invest in direct and regular schemes through SIP
  • Use SIP return calculator to calculate estimated returns
  • Purchase, redeem, switch, and cancel SIP any time

Steps to invest in Motilal Oswal Mutual Fund SIP

  • Visit your mutual fund account
  • Select SIP as a mode of investment
  • Choose the payment mode
  • Fill the scheme related details
  • Complete SIP details such as frequency, SIP amount, date, period and number of installments
  • Submit the details and note the URN for the transaction
  • Login your bank account and choose biller as Mutual Fund
  • Feed the URN and choose auto-pay or pay mode

Steps to use Motilal Oswal Mutual Fund Calculator

  • Visit the Motilal Oswal Mutual Fund website
  • Click on SIP return calculator
  • Enter period, return percentage and the target amount
  • Submit the details to get Monthly SIP amount for the target returns
  • Similarly, you can also calculate the estimated returns by using a SIP target calculator available with Motilal Oswal Mutual Fund.

Motilal Oswal Mutual Fund Investment Platform

Motilal Oswal AMC - MF & PMS

Motilal Oswal AMC- MF & PMS app provides a platform to invest in in-house mutual funds. You can invest in both the direct and regular mutual funds offered by Motilal Oswal AMC. Investing with an MF & PMS app is quite easy. Both the new and existing start in a mutual fund with Motilal Oswal MF in a few clicks.

Motilal Oswal AMC Mobile App Features

  • Buy & Redeem mutual funds
  • Paperless transaction for new investors
  • iSIP in existing and new folios
  • Download Account Statement, Capital Gain Statement, and Monthly MF Factsheet
  • Add new banks to start a new SIP
  • Access to various tools
Motilal Oswal Mutual Fund Mobile App 1 Motilal Oswal Mutual Fund Mobile App 2

Download Motilal Oswal AMC Mobile App

The Motilal Oswal AMC Mobile App is a free app available for iPhone and Android users. You can download the app with the following steps-

  • Visit Google Play Store or App store of your phone
  • Type Motilal Oswal Mutual Fund App
  • Install the app and start investing

MO Investor

This is a mutual fund and share market investment app offered by Motilal Oswal Financial Ltd. For seasoned and new investors, the app provides a complete solution for managing mutual fund investments. It provides the facility to track all the investments through a single account.

Key Features of Motilal Oswal Mutual Fund App:

  • Get live updates from NSE & BSE
  • Access holdings, ongoing SIP's, maturing SIP's & much more
  • Use Fund Scanner in selecting and investing in schemes
  • New portfolio restructuring tool to improve the portfolio health with personalized insights
  • Avail customer service at your fingertips
  • More than 60+ affiliated banks for instant fund transfers
Motilal Oswal Mutual Fund MO Investor

Download Motilal Oswal MO investor

The mobile app of Motilal Oswal is available for Android and iOS mobile phones.

  • Visit Google Play Store or iPhone app store
  • Type Motilal Oswal MO investor
  • Click on the install button to download the app

Motilal Oswal Advantages

  • Dedicated mutual fund investment mobile app
  • Provides access to both direct and regular mutual funds
  • Get access to research reports and recommendations
  • Doesn't charge mutual fund brokerage and transaction fee
  • Offers in-house mutual funds

Motilal Oswal DisAdvantages

  • Charges commission on regular mutual funds
  • Pay Demat AMC ₹999 per annum

Motilal Oswal Mutual Fund Customer Care

Motilal Oswal provides dedicated customer support for mutual fund investing. You can call on 91-22 40548002 | 8108622222 for any mutual fund related queries. Investors can also get in touch with customer care at mfservice@motilaloswal.com. For account opening related queries, call on 022-40548383.

Conclusion

Motilal Oswal offers both regular and direct mutual fund schemes from Motilal Oswal Mutual Fund and other fund houses. It doesn't charge any subscription fee separately for investing in direct mutual funds. The company also provides research and recommendation services. However, you cannot invest in direct schemes from other fund houses. Also, a demat AMC of ₹999 per annum is on the higher side when compared with other stock brokers in the market.

Motilal Oswal Special Offer

Get Zero AMC for Lifetime

Motilal Oswal offers Zero AMC for Lifetime Demat Account (₹400 waived) with ₹25k margin or ₹3k prepaid value pack. Also avail ₹3k woth of discount vouchers, ₹1000 worth of Me-Gold, free access to research & advice and free use of trading platform.

This is a limited time offer. Simply leave your contact information with us and Motilal Oswal representatives will contact you.

Contact Motilal Oswal / Request Call Back

Get Zero AMC for Lifetime (with ₹25k margin or ₹3k Value Pack) for limited time. Get the offer

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Information on this page was last updated on Monday, January 27, 2020


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