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Motilal Oswal Mutual Funds Investment 2024

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Motilal Oswal Securities Ltd Mutual Fund Investment
  1. The Pioneer Discount Broker
  2. Get 100% Free Delivery Trading
  3. Free Direct Mutual Funds & SIP

Motilal Oswal provides various investment products and Mutual Funds is one of the most popular investment products presented by them for wealth creation. And it offers the best SIP plans to its investors and investors can choose their desired mutual funds plan from the Motilal Oswal MO Investor app. This broker allows investment in both categories “Direct MF” and “Regular MF”. And it does not take any charges for MF investment. Its MO Investor mobile app or website gives the accessibility of investment to investors.

Motilal Oswal Mutual Funds Charges

Motilal Oswal doesn’t take any charges for investing in Mutual Funds. But the fund houses are taking Rs 150 charges from the investors who invest more than Rs 10000. And For existing SIP investors charge is limited to Rs 100. So on direct investment, you don’t need to pay any commission but if you are going with regular MF then you will be charged 1.2% to 1.5% commission.

Start SIP with Motilal Oswal

To create a SIP with Motilal Oswal, you must be a registered user of Motilal Oswal and should have a Motilal Oswal Demat account. And Your KYC process should be completed. Then follow the steps to make a SIP online by MO Investor mobile app:-

  1. Sign in to the MO Investor app.
  2. Click on Mutual Funds on the home screen.
  3. Select the fund plan from the available MF list or search the interest MF plan from the search box.
  4. Click on SIP to get all the details about that plan like: Expense Ratio, Exit Load, Min investment, and Total valuation of the company.
  5. Now set the SIP amount, Payment frequency, and Payment Mode.
  6. Hit the Start SIP button and again press the Submit button by re-verifying it.
  7. Approve the mandate and then check your SIP in the order book. Now your order has been placed successfully.

Motilal Oswal Mutual Funds Platforms

Investors can start Mutual Fund investment through MO Investor mobile app or web-based investment platforms. And you can also visit the Motilal Oswal MF website directly to create a new SIP.

Motilal Oswal Direct MF

Motilal Oswal offers Direct Mutual Funds in all MF segments like: Equity Fund, Fund of Fund, ELSS, Hybrid Fund, Index Fund and Debt Fund. For this Direct MF investment Motilal Oswal doesn’t taky any brokerage from investors. In this Direct MF investors directly purchase securities from the AMC (Asset Management Company) without any involvement of broker or financial advisor.

Why to choose Direct MF :

  1. Lower Expense Ratio
  2. Higher Return

Motilal Oswal Regular MF

In this Regular MF Motilal Oswal recommend the stock or funds based on strong analyzed report. So it performs the most crucial role in the investment sector for those investor who don’t have enough stock marketing experience and knowledge. To achieve the future financial target / objectives a financial advisor help its client manage the portfolio and try to push you out every time when they suffer from financial crisis. So for these services you need to pay some extra commission compared to Direct MF. Though the commission rate is higher, Regular MF gives the best return.

Benefits of choosing Motilal Oswal MF

  • A wide range of Mutual Funds investment schemes is available to you.
  • Research-based plans recommendation
  • Quick process of start SIP in just 3 clicks
  • MF Flexibility : Manage SIP according to your requirement
  • Provide both Direct and Regular MF
  • Zero charges for MF investment

MF Investment Plans of Motilal Oswal

Motilal Oswal provides a wide range of Mutual Fund plans for investors. Such as :

  1. Mid-Cap MF, Large-Cap MF and Flexi-Cap
  2. Theme-Based MF:-
    1. Tax Saver Funds
    2. Equity Funds
    3. Top-Rated Funds
    4. Top Hybrid Funds
    5. Better than FD’s
    6. Fund with Best Returns

 

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FAQs

Minimum investment amount for SIP is Rs 500 in Motilal Oswal.

 

If you want to redeem the SIP from Motilal Oswal then follow the procedure:-

  1. Go to the Motilal Oswal MF website.
  2. Move to Other Transaction and click on the “Redeem” option.
  3. Select the SIP or funds which you want to be redeemed and then enter the folio number and proceed.
  4. Check whether the mentioned details are correct or not.
  5. Set the number of units that you want to sell.
  6. Choose the bank account to which the amount will be credited. Click on the “Confirm” button after accepting the Terms and conditions.
  7. Shortly your order will be executed and you will be notified of the successful transaction message.

 

Yes, Motilal Oswal offers Direct MF as well as Regular MF.

 

Download Mutual Funds statements in Motilal Oswal as the following procedure :

  1. Open MO Investors.
  2. Click on 3 lines short button in the top-left corner of the screen.
  3. Go to report sections
  4. From here you can download the holdings reports.
  5. Or you can choose Chat with us Option.
  6. Here the bot chat helps you are enable to get the Funds statement.

 

Last Updated on 2023-09-14