The Indian financial services firm Motilal Oswal Financial Services Limited was founded in 1987 and provides a variety of financial services and products, such as mutual funds that are overseen by Motilal Oswal Asset Management Company, a subsidiary.
There is currently no evidence in the public domain that suggests Motilal Oswal’s mutual fund products are immediately accessible for investing in South Africa. Although news of acquisitions in the area indicate that Motilal Oswal has expressed interest in growing its global footprint, these actions seem to be connected to other commercial endeavors rather than the mutual fund product distribution.
Diverse Mutual Fund Offerings
MOAMC provides a wide spectrum of mutual fund schemes tailored to meet various investment objectives and risk appetites:
- Equity Funds: These funds invest primarily in stocks, aiming for long-term capital appreciation. Notable schemes include:
- Motilal Oswal Midcap Fund Direct Growth: This fund has delivered annualized returns of approximately 29.69% over 3 years and 37.96% over 5 years.
- Motilal Oswal Large and Midcap Fund Direct Growth: With annualized returns around 25.84% (3 years) and 31.91% (5 years), this fund balances investments between large and mid-cap stocks.
- Tax Saving Funds (ELSS): The Motilal Oswal ELSS Tax Saver Fund Direct Growth offers tax benefits under Section 80C, with annualized returns of 24.28% over 3 years and 29.04% over 5 years.
- Index Funds and ETFs: For those seeking passive investment options, MOAMC offers funds like the Motilal Oswal Nifty 50 Index Fund Direct Growth, which mirrors the performance of the Nifty 50 index.
Investment Platforms and Accessibility
Investing in Motilal Oswal mutual funds is streamlined through multiple channels:
- Direct Investment: Investors can approach MOAMC directly via their official website or physical branches.
- Online Broking Platforms: MOAMC’s user-friendly online platforms and mobile apps facilitate seamless transactions, portfolio tracking, and access to research insights.
- Financial Advisors: For personalized guidance, investors can consult financial advisors associated with MOAMC.
Performance and Recognition
MOAMC’s commitment to delivering consistent performance is evident in its fund returns and growing investor base. For instance, the Motilal Oswal Midcap Fund ranks among the top midcap funds, offering substantial SIP returns over five years.