Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008, having its Registered Office at 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400025.
Motilal Oswal Asset Management Company Ltd. has been appointed as the Investment Manager to Motilal Oswal Mutual Fund by the Trustee vide Investment Management Agreement (IMA) dated May 21, 2009, executed between Motilal Oswal Trustee Company Ltd. and Motilal Oswal Asset Management Company Ltd.
NAV
Motilal Oswal 5 Year G-Sec Fund of Fund (G) - 9.9112Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive (G) - 10.7594Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive-Dir (G) - 10.8342Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative (G) - 10.5903Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative-Dir(G) - 10.6671Motilal Oswal Dynamic Fund (Div-A) - 12.2454Motilal Oswal Dynamic Fund (Div-Q) - 10.7558Motilal Oswal Dynamic Fund (G) - 14.3641Motilal Oswal Dynamic Fund-Dir (Div-A) - 12.5533Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.0503Motilal Oswal Dynamic Fund-Dir (G) - 15.3445Motilal Oswal Equity Hybrid Fund - Direct (G) - 14.9369Motilal Oswal Equity Hybrid Fund - Regular (G) - 14.0765Motilal Oswal Flexi Cap Fund(D) - 21.2516Motilal Oswal Flexi Cap Fund(G) - 30.3354Motilal Oswal Flexi Cap Fund-Dir(D) - 21.4479Motilal Oswal Flexi Cap Fund-Dir(G) - 32.7285Motilal Oswal Focused 25 Fund - Direct (D) - 18.1263Motilal Oswal Focused 25 Fund - Direct (G) - 33.2114Motilal Oswal Focused 25 Fund (D) - 16.1235Motilal Oswal Focused 25 Fund (G) - 29.4642Motilal Oswal Large and Midcap Fund - Dir (D) - 14.0247Motilal Oswal Large and Midcap Fund - Dir (G) - 15.0694Motilal Oswal Large and Midcap Fund (D) - 13.4406Motilal Oswal Large and Midcap Fund (G) - 14.4228Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.0189Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0497Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.056Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0102Motilal Oswal Liquid Fund - Direct (G) - 11.444Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0183Motilal Oswal Liquid Fund - Regular (Div-M) - 10.0486Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.054Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.0172Motilal Oswal Liquid Fund - Regular (G) - 11.3852Motilal Oswal Long Term Equity Fund (D) - 17.0986Motilal Oswal Long Term Equity Fund (G) - 23.3697Motilal Oswal Long Term Equity Fund -Dir (D) - 20.5726Motilal Oswal Long Term Equity Fund -Dir (G) - 25.7723Motilal Oswal Midcap 30 Fund (D) - 24.2975Motilal Oswal Midcap 30 Fund (G) - 42.6244Motilal Oswal Midcap 30 Fund-Dir (D) - 25.3622Motilal Oswal Midcap 30 Fund-Dir (G) - 47.1809Motilal Oswal MSCI EAFE Top 100 Select Index Fund (G) - 9.497Motilal Oswal Multi Asset Fund - Direct (G) - 10.7394Motilal Oswal Multi Asset Fund (G) - 10.4615Motilal Oswal Nasdaq 100 FOF - Direct (G) - 19.5321Motilal Oswal Nasdaq 100 FOF - Regular (G) - 19.2617Motilal Oswal Nifty 200 Momentum 30 Index Fund - Direct (G) - 8.6397Motilal Oswal Nifty 50 Index Fund - Direct (G) - 13.5208Motilal Oswal Nifty 50 Index Fund (G) - 13.3856Motilal Oswal Nifty 500 Fund - Direct (G) - 15.672Motilal Oswal Nifty 500 Fund (G) - 15.3972Motilal Oswal Nifty Bank Index Fund - Direct (G) - 12.4223Motilal Oswal Nifty Bank Index Fund (G) - 12.2Motilal Oswal Nifty Midcap 150 Index Fund (G) - 18.1868Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 18.5402Motilal Oswal Nifty Next 50 Index Fund - Dir (G) - 13.4656Motilal Oswal Nifty Next 50 Index Fund (G) - 13.2505Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 18.7382Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 19.0865Motilal Oswal S&P 500 Index Fund - Direct (G) - 13.7296Motilal Oswal S&P 500 Index Fund (G) - 13.5487Motilal Oswal S&P BSE Low Volatility Index Fund (G) - 9.9147Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 10.1889Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 10.2137Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 10.1959Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 10.3438Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 10.2009Motilal Oswal Ultra Short Term Fund - Dir (G) - 14.4372Motilal Oswal Ultra Short Term Fund (Div-D) - 10.095Motilal Oswal Ultra Short Term Fund (Div-F) - 10.107Motilal Oswal Ultra Short Term Fund (Div-M) - 10.0967Motilal Oswal Ultra Short Term Fund (Div-Q) - 10.2422Motilal Oswal Ultra Short Term Fund (Div-W) - 10.0999Motilal Oswal Ultra Short Term Fund (G) - 13.9038

Overview - Motilal Oswal Asset Management Company

About us Overview
Asset Management Company

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008, having its Registered Office at 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400025. Motilal Oswal Asset Management Company Ltd. has been appointed as the Investment Manager to Motilal Oswal Mutual Fund by the Trustee vide Investment Management Agreement (IMA) dated May 21, 2009, executed between Motilal Oswal Trustee Company Ltd. and Motilal Oswal Asset Management Company Ltd.

The AMC is also registered with SEBI under SEBI (Portfolio Managers) Regulations, 1993 as Portfolio Manager vide Registration No. INP000000670. There is no conflict of interest between the activity of managing the schemes of Motilal Oswal Mutual Fund and the activity of Portfolio Management Services.

Apart from the above-mentioned activities, the AMC may undertake any other business activities including activities in the nature of management and advisory services to offshore funds, financial consultancy and exchange of research on commercial basis etc, subject to receipt of necessary regulatory approvals and approval of Trustees. The AMC shall ensure that such activities are not in conflict with the activities of the mutual fund.

The Board of Directors of the Asset Management Company comprises eminent personalities with varied experience.


Trustee

Motilal Oswal Trustee Company Limited (Trustee Company) was incorporated on November 14, 2008 under the Companies Act, 1956 and is the Trustee to Motilal Oswal Mutual Fund vide Trust deed executed between the Sponsor i.e. Motilal Oswal Securities Limited and Trustee Company.

The Trustee in accordance with the SEBI (MF) Regulations will review the activities carried on by the AMC.

The Board of Directors of Motilal Oswal Trustee Company Limited comprises eminent personalities with varied experience.

Sponsor

Motilal Oswal Asset Management Company Ltd. is promoted by Motilal Oswal Financial Services Limited (MOFSL).

MOMF is sponsored by Motilal Oswal Financial Services Limited (MOFSL). The Sponsor is the Settlor of the Mutual Fund Trust. The Settlor has entrusted a sum of Rs. 1 Lakh to the Trustee as the initial contribution towards the corpus of the Mutual Fund.

Inorder to simplify the holding structure and to bring the operational entities directly under MOFSL, Motilal Oswal Securities Limited (MOSL) erst while sponsor of MOMF has been merged with Motilal Oswal Financial Services Limited (MOFSL),whereby all the assets and liabilities of MOSL including its business and investments has been transferred to MOFSL. 

As a result of the same, the entire shareholding of Motilal Oswal Asset Management Company Limited (MOAMC)and Motilal Oswal Trustee Company Limited (MOTC) held by MOSL has been transferred to MOFSL under the operation of law of the Scheme with effect from August 21, 2018. As a result of the aforesaid restructuring, the shareholding of MOAMC and MOTC and Sponsor of Motilal Oswal Mutual Fund (MOMF) has been changed from MOSL to MOFSL.

Motilal Oswal Financial Services Limited (“MOFSL”) is a public limited company listed on BSE and NSE. MOFSL was earlier registered as a Systemically Important Non-Banking Finance Company registered with the Reserve Bank of India (“RBI”). However, the Company has surrendered its Certificate of Registration with Reserve Bank of India

Further, pursuant to the internal restructuring of the Motilal Oswal Group of Companies, the lending business of MOFSL has been transferred to Motilal Oswal Finvest Limited(erstwhile Motilal Oswal Capital Markets Limited), wholly owned subsidiary of the MOFSL on August 20, 2018. Pursuant to the Amalgamation of Motilal Oswal Securities Limited with Motilal Oswal Financial Services Limited being effective from August 21, 2018, MOFSL carries on the business of MOSL with effect from August 21, 2018.  

After receipt of SEBI approval on 05th February, 2019 on name change, MOFSL is now a SEBI registered Trading Member registered with BSE Limited (BSE), National Stock Exchange of India Limited(NSE), Multi Commodity Exchange of India Limited (MCX) and National Commodity & Derivatives Exchange Limited (NCDEX). MOFSL is now a SEBI registered Depository Participant registered with Central Depository Services Ltd, (CDSL) and National Securities Depository Limited (NSDL). 

Hence, MOFSLwill now execute transactions in capital markets/equity derivatives/commodity derivatives/ currency derivatives segments on behalf of its clients which include retail customers (including high net worth individuals), mutual funds,foreign institutional investors, financial institutions and corporate clients.Besides stock broking, it also offers a bouquet of financial products and services to its client base. 

It is registered with theSEBI as Research Analyst, Investment Advisor and Portfolio Manager. It is alsoregistered with various other bodies / agencies like IRDA, AMFI, CERSAI, KRA agencies (CVL, Dotex, NDML, CAMS and Karvy) Further, MOFSL, along with it's subsidiaries, offers a diversified range of financial products and services such as loan against shares, investment activities, private wealth management, broking and distribution, asset management business, housing finance,institutional equities, private equity and investment banking. 

The registered office of MOFSL is at Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai – 400025. 

The directors of MOFSL are Mr. Motilal Oswal, Mr. Raamdeo Agrawal,  Mr. Ajay Menon, Mr. Praveen Tripathi, Mr. Vivek Paranjpe, Ms. Rekha Shah and Ms. Sharda Agarwal.




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