Motilal Oswal Mutual Fund key facts
- Motilal Oswal Mutual Fund is a other based in Mumbai, Maharashtra with 7 tracked portfolio companies.
- Notable positions include Tata Capital (NSE: TATACAP), Aequs (NSE: AEQUS), Oswal Pumps (NSE: OSWALPUMPS).
- Motilal Oswal Mutual Fund reports $117.1M in regulatory assets under management across 2 private funds, per its SEC Form ADV (2025-06).
Investment focus
Its SEC Form ADV lists $117 million in regulatory assets under management across 2 private funds (Jun 2025).
Motilal Oswal Mutual Fund portfolio at a glance
7 portfolio companies are on record for Motilal Oswal Mutual Fund, including Tata Capital (NSE: TATACAP), Aequs (NSE: AEQUS) and Oswal Pumps (NSE: OSWALPUMPS).
6 of the 7 carry a recorded valuation.
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Motilal Oswal Mutual Fund at the SEC
Form ADV · 2025-06 · CRD 286146- Regulatory AUM
- $117.1M
- Private fund assets
- $221.6M
- Private funds
- 2 · 2 other
- Staff
- 6
- Registered office
- PRABHADEVI, MUMBAI
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as MOTILAL OSWAL CAPITAL LIMITED).
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See more of the book
- ·The top 10 names in the book — of 7 recorded positions
- ·Watchlist + alerts for Motilal Oswal Mutual Fund's activity
Portfolio
7 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Tata Capital (NSE: TATACAP) | — | ▮ | ▮ | ▮ |
| Aequs (NSE: AEQUS) | — | ▮ | ▮ | ▮ |
| Oswal Pumps (NSE: OSWALPUMPS) | — | ▮ | ▮ | ▮ |
+ 4 more companies · all 7, priced and dated or a free account shows the top 10 names — no card Membership and data by Private Market View | ||||
Frequently asked about Motilal Oswal Mutual Fund
- What companies does Motilal Oswal Mutual Fund invest in?
- Motilal Oswal Mutual Fund has 7 recorded portfolio companies, including Tata Capital (NSE: TATACAP), Aequs (NSE: AEQUS), Oswal Pumps (NSE: OSWALPUMPS).
- What is Motilal Oswal Mutual Fund's AUM?
- Motilal Oswal Mutual Fund manages approximately $8.1B in assets.