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Motilal Oswal Manufacturing Fund - Investment, NAV, AUM & Returns | Allvest

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Learn about Motilal Oswal Manufacturing Fund investment objectives, fund managers, AUM, and FAQs. Expert analysis on whether to invest in this manufacturing-themed mutual fund.

Investment Objective and Approach

The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies engaged in the manufacturing activity. The Fund offers an opportunity to invest in a diversified portfolio of manufacturing companies for long-term capital appreciation, investing in core sectors such as auto, healthcare, chemicals, and oil and gas, leveraging the growth potential of the manufacturing industry.

The fund benefits from India's favourable economic climate, government initiatives like "Make in India," and the Production Linked Incentive (PLI) scheme. It diversifies across various manufacturing-related sectors, mitigating risks and enhancing growth prospects for balanced and stable returns.

The fund follows a thematic investment approach, focusing on manufacturing companies that can benefit from:

- Government policy initiatives promoting domestic manufacturing

- Geopolitical shifts encouraging supply chain diversification from China (China+1 trend)

- Growing infrastructure development and industrial modernization

- Export opportunities in global manufacturing

The fund tracks performance through the Nifty India Manufacturing TRI to enable informed investment decisions and aims for potential long-term capital appreciation.

Fund Managers

The fund is managed by Ajay Khandelwal. Mr. Khandelwal is MBA & Bachelor of Engineering. Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.

The Fund managers are seasoned professionals with extensive experience in the mutual fund industry backed by a strong track record of managing various funds like Motilal Oswal Large Cap fund, Motilal Oswal Balance advantage Fund, Motilal Oswal Flexi Cap fund.

About the Fund House (AMC)

Navin Agarwal is the Managing Director & CEO of Motilal Oswal Mutual Fund. Motilal Oswal Mutual Fund offers 42 schemes across different categories and has an AUM of ₹51,815 crore. The improvement in Assets Under Management ('AUM') of the MOAMC reached Rs. 71,810 crores in March, 2024 from Rs. 45,712 cr in March, 2023.

Motilal Oswal Mutual Fund was established on November 14, 2008 as a Trust sponsored by Motilal Oswal Financial Services Ltd. It was in December 2009 when Motilal Oswal Asset Management Company Limited, got a green signal from SEBI to commence its mutual fund business and operations as Motilal Oswal Mutual Fund.

Motilal Oswal Group carries a legacy of over three decades in equities and is widely respected for its deep-rooted expertise in the Indian capital markets. Motilal Oswal Asset Management Company (MOAMC), chaired by Mr. Raamdeo Agrawal — one of the most revered names in the investing world — has been a pioneer in the Portfolio Management Services (PMS) space with a performance track record spanning over 20 years & is also a recognized leader in Long Only Category III Alternative Investment Funds (AIFs).

MOAMC follows an investment style built on the philosophy of High Quality, High Growth. Central to this approach is the proprietary QGLP framework — standing for Quality, Growth, Longevity, and Price. This philosophy forms the cornerstone of MOAMC's long-term, research-driven approach to wealth creation.

Motilal Oswal's client base was around 7.3 million at the end of June 2024.

Should I Invest in Motilal Oswal Manufacturing Fund?

This fund is suitable for investors seeking:

- Long-term capital appreciation: Designed for investors with investment horizons of 5+ years

- Thematic exposure: Those wanting to capitalize on India's manufacturing sector growth

- Policy beneficiaries: Companies benefiting from government initiatives like Make in India and PLI schemes

- Diversified manufacturing exposure: Access to various manufacturing sub-sectors through a single fund

Key considerations:

- The Motilal Oswal Manufacturing Fund Direct Growth is rated Very High risk.

- Thematic funds can be more volatile than diversified equity funds

- Performance is closely linked to the manufacturing sector's cyclical nature

- The fund has ₹703 Cr worth of assets under management (AUM) as on Mar 2025

Investment minimums:

- Minimum SIP Investment is set to ₹500.

- Minimum Lumpsum Investment is ₹500.

Exit load:

- Exit load of 1%, if redeemed within 90 days.

FAQs

What is today's NAV of Motilal Oswal Manufacturing Fund?

The NAV changes daily based on market conditions. You can check the current NAV on the fund house website or financial platforms like Allvest for the most updated information.

What is the AUM of Motilal Oswal Manufacturing Fund?

As of March 2025, Motilal Oswal Manufacturing Fund Direct Growth has ₹703 Cr worth of assets under management (AUM).

What is the expense ratio of Motilal Oswal Manufacturing Fund?

This fund has an expense ratio of 0.95% which is less than its category average expense ratio of 1.31%.

What are the returns of Motilal Oswal Manufacturing Fund since inception?

Motilal Oswal Manufacturing Fund Direct Growth has given a CAGR return of 1.37% since inception. Note that the fund was launched relatively recently in August 2024.

What is the minimum SIP amount to invest in Motilal Oswal Manufacturing Fund?

Minimum SIP Investment is set to ₹500.

How do I invest in Motilal Oswal Manufacturing Fund?

You can invest in this fund through Allvest's platform, directly through the AMC, or via authorized distributors. Online platforms offer convenient access to both direct and regular plans.

How to start a SIP in Motilal Oswal Manufacturing Fund?

You can start an SIP through Allvest by completing your KYC, selecting the fund, choosing SIP amount and frequency, and setting up auto-debit instructions from your bank account.

How do I automate an SIP in Motilal Oswal Manufacturing Fund?

After starting your SIP through Allvest, set up an auto-debit mandate with your bank. This will automatically deduct the SIP amount on your chosen dates without manual intervention.

How can I withdraw/redeem my investment in Motilal Oswal Manufacturing Fund?

You can redeem your investment through Allvest's platform, the AMC's website, or by submitting a redemption request. An exit load of 1% applies if redeemed within 90 days. Redemption proceeds are typically credited within 3-4 working days.