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Motilal Oswal Mutual Fund Review


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With over 35 years of experience and a client-base which expands to more than 50 lakhs, Motilal Oswal Financial Services Ltd. (MOFSL) has become synonymous with India's investment partner. Incorporated in the year 1987, the financial services firm offers trading services in Equity, Commodity, Currency and Derivatives. It also offers other products like Mutual Funds, IPOs, US Stocks, Gold, Insurance, Fixed Income products and readymade portfolios such as Stock Baskets, Intelligent Advisory Portfolios and others.

Motilal Oswal's key USP is its deep industry experience and research advisory. The company has won multiple awards for its research services. The research division has published over 80,000 reports covering 100 stocks across 45 sectors. It regularly publishes reports on companies, sectors, thematic investing and market analysis.

Apart from having retail investors as their clients, Motilal Oswal is known for having a diversified client base that includes High-Net worth Individuals, mutual funds, foreign institutional investors, financial institutions and corporate clients.

Features of Motilal Oswal Mutual Fund

  • Users can invest in both direct and regular mutual funds
  • Offers in-house expert-managed mutual fund schemes
  • Free AMC on DEMAT Account
  • Dedicated platform for Mutual Fund and PMS Investments 
  • Personal Advisory for Personalized investment
  • Access to over 80,000 research reports
  • Investor Education Program via Pre-recorded video

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

Rs 999 (2nd Year Onwards)

Other Charges

 

There are no charges involved for opening a Motilal Oswal Mutual Fund account. 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 Mutual Funds
    • Click on "Quick Invest" option on the right-hand-side
    • Enter your PAN Details
    • Click on 'Submit'
    • If your PAN Card details are KYC Compliant, the system will fetch the details automatically and you can proceed to add "Nominee Details", PAN Details and Bank Details on the next page
    • If your PAN Card details are not KYC Compliant, you will have to provide the following documents for KYC
      • PAN scan copy (Front Side).
      • Aadhaar Card (Front and Back side)
      • Driving License (Front and Back side)
      • Voter ID (Front and Back side)
      • Passport
      • Signed cancelled cheque copy of your own bank account
      • Image of your signature on plain paper to be kept ready
      • Your device should have camera and microphone for taking a small video
    • Alternatively, you can download the KYC Form and submit the same physically for Offline KYC Process
    • Upon successful registration, you will be able to surf across different Mutual Fund schemes and invest in the same in one-click
    • You can start investing in Mutual Funds in both Lumpsum and SIP mode of investment.

    Steps to open Motilal Oswal Mutual Fund Account online

    Investors who want to invest in Mutual Funds can open an online account with Motilal Oswal, via.

    • Motilal Oswal Mobile App - MO INVESTOR
    • By visiting Motilal Oswal Website and submitting your interest
    • Alternatively, you can also download Motilal Oswal AMC Application from the Google Play store and submit your interest

    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 Rs 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 Rs 999 per annum is on the higher side when compared with other stock brokers in the market.

    Motilal Oswal Special Offer

    FREE Account Opening (for a limited time only)

    • Get FREE Account Opening,
    • Free Intraday Trades,
    • Free F&O brokerage for 1st Month,
    • FREE Personal Advisor and Research,
    • FREE for 1st Year Demat AMC.

    This is a limited-time offer. Simply Open your FREE Demat Account in 5 Minutes.

Frequently Asked Questions

  1. 1. How to invest in Motilal Oswal mutual fund?

    Motilal Oswal is a widely known financial services provider. It offers its customers the opportunity to invest in almost all securities available in the Indian market. These include equities, derivatives, mutual funds and many others. Motilal Oswal offers investments in direct mutual funds of its own AMC as well as regular mutual funds.

    The first mandatory requirement for investing in mutual funds with Motilal Oswal is a demat account.

    Once your demat account is set up, you can invest in mutual funds online in the following ways:

    • Visit Motilal Oswal's website at Motilaloswalmf.com
    • Go to the Mutual Fund button in the right corner of the dashboard
    • Click on the New Investor MF tab
    • Enter the basic details like Aadhar, PAN, mobile number and email ID and click on the submit button
    • Enter your personal data
    • Select the programme you want to invest in
    • Select the authorised representative and enter his details
    • Make the payment by net banking, debit card and UPI

     

     

  2. 2. Why Motilal Oswal stopped lumpsum?

    Motilal Oswal Asset Management Company Limited temporarily restricted lump sum investments and switch-in of money into certain foreign investments. These include Nasdaq Fund of Funds (FoF), the S&P 500 Index Fund, and Motilal Oswal EAFE Top 100 Select Index Fund.

    The action was taken as the company is close to the market regulator's overall $1 billion investment limit in foreign stocks.

     

     

  3. 3. Is Motilal Oswal mutual fund good?

    Motilal Oswal is a stock brokerage firm operating in the Indian market for decades, helping both aspiring and experienced traders and investors. The company offers a wide range of products and services and is constantly adding more to cater to its customers.

    The company adapts to the latest technology and new innovations in the Indian stock market. Motilal Oswal is a reliable and trustworthy stock broker for a variety of reasons, some of which are listed below:

    • 50,00,000 satisfied clients
    • All investment and trading segments available
    • Efficient online trading platforms
    • Competitive trading broker fees
    • Dedicated customer support
    • Powerful products
    • Latest Report, Trending Report, Research Reports are available
    • Learning modules for the stock market

     

     

  4. 4. How to download Motilal Oswal mutual fund statement?

    To download Motilal Oswal mutual fund follow the steps below:

    1. The demat account contains all the financial securities in which you have invested
    2. Follow the steps below to access the Demat account holding statement, follow the below steps:
    3. Open your trading platform.
    4. On the dashboard, click on the "Portfolio" tab.
    5. On the new screen you will see the total number of stocks, their names, quantity, closing price and current value.
    6. The download option will be displayed on the screen.
    7. You can also download the statement in PDF format.
    8. The broker sends a demat holding statement to the customer on a quarterly basis at the registered email address.

     

     

  5. 5. How to close Motilal Oswal mutual fund?

    You can cancel a Motilal Oswal Mutual Fund online or offline. For steps to cancel online or to stop SIP, follow the below mentioned steps:

    1. Open the Motilal Oswal Mutual Fund platform, select Existing Investor under the MF Investor tab.
    2. Enter your PAN number and click the "Generate OTP" button.
    3. The OTP will be sent to your registered email ID and mobile number. Therefore, make sure both are up to date.
    4. Enter the OTP and click on "Send".
    5. On the home page, select the "Systematic Investment" option. An option list will appear, select the "Cancel SIP (Online/Offline)" option.
    6. This will take you to the next page. On the next page, enter the folio number and click "Submit".
    7. Enter a date for the effective cancelation and click "Submit".
    8. Confirm the action by clicking "Confirm". Mutual Fund SIP will be canceled.

     

     

  6. 6. How to change bank account in Motilal Oswal mutual fund?

    Adding new or additional bank account information is a very simple and quick process.

    1. Log in to your MO investor app.
    2. Go to your profile, select "Personal Data." No, select the "Edit" option.
    3. On the next page, select "Bank" from the options that appear on the screen.
    4. A list of all banks already added will appear next to the "Add Bank" option.
    5. Select "Add Bank" and enter the IFSC or MICR number of the bank account.
    6. Once the bank is added, you can select it as the "Default" for your future transactions.

     

     

  7. 7. How to withdraw money from Motilal Oswal mutual fund?

    To transfer money from your trading account to your bank account:

    1. First, log in to your account via the mobile app.
    2. Go to the "Funds" section.
    3. Now select the "Withdraw" action".
    4. On the page, enter the amount you want to withdraw from your trading account.
    5. Confirm the action and the amount will be credited to your linked and selected bank account.

     

     

Motilal Oswal Account Opening Enquiry

FREE Account Opening + FREE Intraday Trades + FREE Personal Advisor & Research + FREE for 1st Year Demat AMC Open your FREE Demat Account in 5 Minutes.

Information on this page was last updated on Saturday, November 18, 2023

Special Offer: FREE Account Opening + FREE Intraday Trades + FREE Personal Advisor & Research + FREE for 1st Year Demat AMC Open your FREE Demat Account in 5 Minutes.

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