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§01 · MARKETS · AMC · MOTILAL OSWAL MUTUAL FUND#17 OF 49 BY AUM

Motilal Oswal Mutual Fund

Motilal Oswal Asset Management Company Limited

AMFI 55
2,17,110 Cr
Total AUM · 60% in equity
§02 · MARKETS · AMC · MOTILAL OSWAL MUTUAL FUND · AUM SPLITTotal ₹2.17 L Cr

How the assets split across equity, debt and hybrid.

Equity
₹1.30 L Cr
60.0%
Debt
₹1.4k Cr
0.6%
Hybrid
₹3.9k Cr
1.8%
Other
₹81.5k Cr
37.6%
Active schemes
102
17 managers
§03 · MARKETS · AMC · MOTILAL OSWAL MUTUAL FUND · THE SHAPE OF THIS HOUSE

What Motilal Oswal Mutual Fund actually delivers.

Motilal Oswal Mutual Fund is one of 49 SEBI-registered Indian fund houses. The house runs 102 active schemes managed by 8+ active fund managers. The book is equity-tilted: roughly 60% equity, 1% debt. Its largest scheme category by count is ETF with 32 active schemes. Across the AMC's top-50 equity holdings, Financial Services is the single largest sector at 24.4% of equity AUM (Gini 0.736). Direct-plan returns on its top performers and the full top-12 table are below.

§04 · MARKETS · AMC · MOTILAL OSWAL MUTUAL FUND · TOP SCHEMESDirect plans · sorted 5Y CAGR

Best performers in this house.

Top 12 Direct-plan schemes from Motilal Oswal Mutual Fund, sorted by 5-year CAGR. Star ratings (where present) are 3-year category quartiles — educational, not advice.
SchemeCategoryAUM3Y5YStar
Motilal Oswal Nasdaq 100 Fund of Fund- Direct Plan GrowthFoF₹7,691 Cr+42.09%+27.36%4
Motilal Oswal Large and Midcap Fund - Direct Plan GrowthEquity₹16,777 Cr+24.81%+21.09%5
Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth OptionEquity₹4,659 Cr+23.57%+19.16%5
Motilal Oswal S&P 500 Index Fund - Direct Plan GrowthIndex₹4,365 Cr+27.91%+19.04%5
Motilal Oswal Nifty Midcap 150 Index Fund - Direct PlanIndex₹3,408 Cr+21.06%+18.32%4
Motilal Oswal Nifty Next 50 Index Fund - Direct plan - GrowthIndex₹451 Cr+18.74%+13.28%5
Motilal Oswal Flexi cap Fund Direct Plan-Growth OptionEquity₹12,770 Cr+18.54%+12.52%5
Motilal Oswal Nifty 500 Index Fund - Direct PlanIndex₹2,971 Cr+13.11%+11.81%3
Motilal Oswal Nifty 50 Index Fund - Direct plan - GrowthIndex₹870 Cr+9.06%+9.50%4
Motilal Oswal Focused Fund - Direct Plan Growth OptionEquity₹1,509 Cr+11.72%+9.44%2
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth OptionHybrid₹734 Cr+6.27%+5.44%2
Motilal Oswal Large Cap Direct Plan GrowthEquity₹3,171 Cr2
§05 · MARKETS · AMC · MOTILAL OSWAL MUTUAL FUND · MANAGER BENCHTop 8 by AUM-weighted reach

Who actually runs the money.

Mr. Rakesh Shetty
99 schemes·₹2.04 L Cr under management
Mr. Swapnil Mayekar
91 schemes·₹2.02 L Cr under management
Mr. Ajay Khandelwal
17 schemes·₹1.18 L Cr under management
Mr. Ankit Agarwal
13 schemes·₹1.10 L Cr under management
Mr. Atul Mehra
23 schemes·₹89.9k Cr under management
Mr. Dishant Mehta
61 schemes·₹78.3k Cr under management
Mr. Varun Sharma
13 schemes·₹70.8k Cr under management
Mr. Bhalchandra Shinde
8 schemes·₹11.2k Cr under management
Open the full manager catalog →
§06 · MARKETS · AMC · MOTILAL OSWAL MUTUAL FUND · CATEGORY BREADTHActive schemes by SEBI category

What kinds of schemes this house runs.

ETF
32 schemes · ₹20.3k Cr
Index
29 schemes · ₹42.8k Cr
Equity
26 schemes · ₹1.30 L Cr
FoF
10 schemes · ₹18.5k Cr
Hybrid
3 schemes · ₹3.9k Cr
Debt
2 schemes · ₹1.4k Cr
§07 · MARKETS · AMC · MOTILAL OSWAL MUTUAL FUND · CONCENTRATIONGini 0.736

How concentrated is this AMC's equity book?

Motilal Oswal Mutual Fund's equity book leans into Financial Services — that single sector holds 24.4% of the AMC's top-50 equity AUM. The full concentration view spans 8 sectors.

Gini coefficient
0.736
0 = perfectly diversified, 1 = single-name
Sectors covered
8 / 11
§08 · MARKETS · AMC · MOTILAL OSWAL MUTUAL FUND · CONTACT

How to reach the AMC.

Legal entity
Motilal Oswal Asset Management Company Limited
AMFI member ID
55
Registrar (RTA)
Computer Age Management Services Ltd (CAMS)
Website
Factsheets
Email
Phone
Registered office
Registered and Corporate Office Address: 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai – 400025
How these AMC numbers are built

AMFI monthly disclosure, normalised across plan variants.

AUM is the sum of scheme-level assets reported in Motilal Oswal Mutual Fund's AMFI monthly portfolio disclosure, rolled up to the AMC level. Equity/Debt/Hybrid breakdown follows the SEBI scheme-category framework; ETFs and FoFs (where they only invest in this AMC's own schemes) are not double-counted.

Active-scheme count excludes (a) merged-away schemes, (b) schemes that haven't reported a NAV in the last quarter. The top-schemes table is restricted to Direct-plan units — the Regular-plan distribution-fee layer isn't comparable across schemes and would distort the rankings. Manager roster is AUM-weighted reach across this AMC's active book — a manager who runs three large schemes outranks one who runs ten small ones.

Full methodology · reviewed January 2026.

Adjacent surfaces

All AMCsCompare Motilal Oswal Mutual Fund against the full universe of 49 fund houses.Motilal Oswal Mutual Fund schemesFilter all 102 active schemes in this house.Fund ManagersFull catalog of every active manager across the industry.AMC ConcentrationSitewide sector heatmap + Gini scoreboard.Compare schemesSide-by-side up to 8 schemes on the same yardstick.

AMC statistics sourced from AMFI monthly disclosures and AMC factsheets. Contact and legal-entity information sourced from AMC investor-relations pages and SEBI MFRT filings; verify with the AMC directly before transacting. MintByte is an AMFI-registered mutual fund distributor (ARN-314872); SEBI Registered Investment Adviser and Research Analyst registrations are in process. Not investment advice.