Motilal Oswal MF Launches ‘Motilal Oswal Multi Asset-Omni Fund of Funds
Mumbai, 22st October 2026: Motilal Oswal Mutual Fund (MOMF) announced the launch of its latest fund offer, “Motilal Oswal Multi Asset-Omni Fund of Funds”. The scheme is an open-ended fund of funds investing in equity-oriented schemes, debt-oriented schemes, and Gold & Silver ETFs. The fund seeks to provide investors with exposure to multiple asset classes through a single product, with an active asset allocation approach designed to respond to changing market conditions.
The fund follows an asset allocation framework based on macro parameters, valuation and momentum indicators. Its strategy includes equity scheme selection to provide coverage across market capitalisations, active management of exposure in underlying schemes, allocation to debt-oriented schemes and exposure to Gold and Silver ETFs. The approach recognises that asset classes have different characteristics and respond differently to market cycles. Equity markets are influenced by macroeconomic conditions, earnings, valuations, liquidity and market sentiment; debt markets by interest-rate cycles, inflation, policy and credit spreads; gold and silver by the US dollar, real interest rates, geopolitical risks, industrial demand and supply; and REITs by interest rates, rental yields, occupancy levels and investment demand. The strategy provides for dynamic allocation across asset classes.
As per the Scheme Information Document (SID), allocation is as follows:
Minimum 95% – Maximum 100% : Units of domestic equity-oriented schemes of Motilal Oswal Mutual Fund (MOMF), debt oriented schemes and Gold & Silver ETFs of all the mutual funds:
- Minimum 10%– Maximum 80% – Units of Equity Oriented Schemes (Active scheme) and/or units of ETFs or Index Funds of MOMF
- Minimum 10%– Maximum 80% – Units of Debt oriented scheme (Active scheme) / Units of ETFs/ Index Funds of such category
- Minimum 10%– Maximum 80% – Units of Gold and/or of Silver ETFs^
Debt and Money Market instruments (including cash and cash equivalents).
Key Fund Details:
NFO Period: October 21, 2026, to November 4, 2026
Investment Objective: The scheme’s investment objective is to generate long-term capital appreciation by primarily investing in a diversified portfolio of active and passive equity-oriented schemes, active and passive debt-oriented schemes and Gold & Silver ETFs leveraging the investment styles of the underlying funds. However, there can be no assurance that the investment objective of the scheme will be realized.
Benchmark: 60% Nifty 500 TRI + 5% Domestic Prices of Gold + 5% Domestic Prices of Silver + 30% Nifty Short Duration Debt Index
Product Suitability: This product is suitable for investors seeking capital appreciation over the long term through investing to equity-oriented schemes, debt-oriented schemes, and Gold & Silver ETFs.
Minimum application Amount/switch in:
During NFO and Ongoing Basis:
For Lumpsum ₹500/- and in multiples of ₹1/- thereafter
For Systematic Investment Plan (SIP):
Multiple SIP frequency is available – refer to the SID for more details.
Exit load:
1% – If redeemed on or before 90 days from the date of allotment.
Nil – If redeemed after 90 days from the date of allotment.
Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out amongst the plans within the same scheme. For details on load structure, please refer SID.
(Disclaimer: The information provided here is investment advice only. Investing in the markets is subject to risks and please consult your advisor before investing)
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