Motilal Oswal Mutual fund

Their core investment philosophy of QGLP, reinforced by robust risk management processes drives the creation of high-quality, high-growth portfolios to manage all our assets. A combination of high quality and high growth is the sweetest spot. Founded on a set of principles and beliefs that guide our investment decisions we firmly believe that this philosophy is a key driver of long-term financial success for clients.

Mr. Manish Sonthalia (CIO of equity)

Mr Manish Sonthalia is the Chief Investment Officer of Equities at Motilal Oswal AMC, he plays an important role in shaping equity investment strategies. With over 22 years of experience, Mr. Sonthalia brings extensive expertise in equity fund management and research, particularly focused on the nuances of the Indian markets.

Founded in 1987, Motilal Oswal Securities Ltd. (MOSL) originated as a sub-broking unit led by a team of two. Motilal Oswal Mutual Fund functions as a trust established under the Indian Trust Act, of 1882, and holds registration with SEBI. Additionally, Motilal Oswal Asset Management Company Ltd. (AMC) is a limited company formed under the Companies Act, of 1956, on November 14, 2008, showcasing the evolution and commitment of the organization in the financial industry.

• Unique Investing Style: Motilal Oswal distinguishes itself with a unique investing style, setting it apart from traditional investment approaches.
• Governance Focus: Motilal Oswal Mutual Funds adhere to strong governance principles, emphasizing responsible and transparent management.
• Top Performing Funds: All funds under Motilal Oswal consistently rank as top performers in their respective categories, reflecting the company's commitment to delivering value to investors.

The selection of Mutual Funds is a sensitive matter. It requires a thorough analysis to make informed decisions. Here are some parameters on which you can determine funds:

• Creating Goals: Establish attainable objectives for your financial decisions. Make sure you recognize the strategy to address their requirements.
• Risk Tolerance: Determine how comfortable you are with risk, keeping in mind that higher risk can provide higher rewards.
• Applying Diversification: To lower risk and boost potential earnings, distribute your investments among several industries.
• Self-education: Make it a priority to educate yourself about finances. Examine historical results and financial operations.
• Regular Monitoring: Keep a close eye on your investments and adjust them as needed in response to shifts in the market.
• Seeking Advice: Speak with experts because changes in the market could affect mutual funds.

You may use the SIP Calculator to view annual returns and get help making better financial decisions, which can help you create achievable goals when it comes to mutual funds.

Investing in Motilal Oswal Mutual Funds is made effortless through mysiponline, known for its user-friendly approach:

Step 1: Choose your mutual funds by going to mysiponline.com.
Step 2: Fill out your profile and create a free account.
Step 3: Use PAN, Aadhar, signatures, and bank proof to confirm KYC.
Step 4: Look around, put money in the trolley, and pay.
Step 5: Select a lump sum or sip investing choice.
Step 6: Monitor investments via MySIPonline. 

It's simple to invest in mutual funds Online SIP. Its user-friendly features and speedy KYC make it a hassle-free process.

The taxation of Motilal Oswal Mutual Funds depends on which category they fall under equity or debt.

Equity-Oriented Mutual Funds

• Short-term Capital Gains (STCG): Taxed at a flat rate of 15% if units are sold within one year of purchase.
• Long-term Capital Gains (LTCG): Gains exceeding RS. 1 lakh in a financial year are taxed at 10% without indexation if units are sold after one year.

Debt-Oriented Mutual Funds

• Short-term Capital Gains (STCG): Taxed according to the investor's income tax slab rate if units are sold within three years of purchase.
• Long-term Capital Gains (LTCG): Taxed at a rate of 20% with the benefit of indexation if units are sold after three years.