Motilal Oswal Mutual Fund

Downloads

  • Key Information Memorandum
  • Status of Redressal
  • SID
  • SAI
  • Regulatory Update
  • Forms
  • Financials
  • Fact Sheets
  • Addendums
  • Month End Portfolio
  • Leaflets/Brochures
  • Presentations
  • Unclaimed Dividend/Redemption
  • Remunerations
  • Valuation Policy
  • Debt and Money Market Securities Transactions
  • Fundamental Attributes
  • Policies
  • AMFI IAP
  • KYC & Redressal of Complaints
  • Guidelines for Transmission Of Units Procedure AMFI Circular No 85
  • Large Cap Alpha Index
  • Scheme Summary Documents
  1. Know Your Customer (KYC):

    To invest in Mutual Funds, you will need to complete your Know Your Customer (KYC) requirements. You can do so by visiting any AMC branch or nearest Point of Service and submitting the completed KYC Form along with all the required self-attested documents. Individual investors would be required to submit the following documents –

    -    A recent passport sized Photograph

    -    A Proof of identity – A copy of your PAN card

    -    A Proof of Address – A copy of your Voter ID card, Passport or Driving License

    If you are already KYC Verified and would like to update any of your information, you can submit a completed KYC Details Change Form with the required self-attested documents at your nearest AMC branch or Point of Service. Once the investor has done KYC with a SEBI registered intermediary, the investor need not undergo the same process again with another intermediary including mutual funds.

  2. SEBI registered Mutual Funds:

    We advise investors to be cautious by investing only with SEBI registered Mutual Funds. List of Registered Mutual Funds is available at https://www.sebi.gov.in/intermediaries.html

  3. Investor Grievance Redressal Mechanism:

    Investor can approach the office of AMC or Registrar or any of the Branches of Registrar for redressal of their Grievances. If you are unsatisfied with the resolution or wish to escalate the matter, you may write to Investor relation Officer. The AMC has appointed Mr. Juzer Dalal as Investor Relation Officer. He can be contacted at registered office of the Company at:

    Motilal Oswal Asset Management Company Limited
    10th Floor, Motilal Oswal Tower,
    Rahimtullah Sayani Road, Opp. Parel ST Depot,
    Prabhadevi, Mumbai – 400025.
    Email: amc@motilaloswal.com
    Toll Free No.: +91 8108622222 and +91 2240548002

    In case the investor is not satisfied with the resolution given by AMC, he can approach SEBI by registering their complaint on SCORES(SEBI Complaints Redress System) through https://scores.gov.in/scores/Welcome.html