Motilal Oswal AMC Updates Fund Management for Focused & Balanced Advantage Funds
By ThePip Desk
Motilal Oswal AMC revises fund management for Focused Fund and Balanced Advantage Fund, effective August 24, 2026. Learn about the key leadership changes.
Motilal Oswal Asset Management Company has announced a significant revision to the fund management structure for two of its prominent schemes. This change, detailed in an addendum to the Scheme Information Document (SID) and Key Information Memorandum (KIM), will become effective from the commencement of business hours on August 24, 2026.
Key Changes in Fund Leadership
The updated structure primarily impacts the roster of fund managers overseeing the Motilal Oswal Focused Fund and the Motilal Oswal Balanced Advantage Fund. This adjustment means certain individuals will no longer be listed as managers for these specific schemes.
- For the Motilal Oswal Focused Fund, the fund manager lineup will transition from Ankit Agarwal, Atul Mehra, Varun Sharma, Rakesh Shetty, and Swapnil Mayekar. The revised team will now comprise Ankit Agarwal, Varun Sharma, Rakesh Shetty, and Swapnil Mayekar.
- Similarly, the Motilal Oswal Balanced Advantage Fund’s management will change from Atul Mehra, Sandeep Jain, Ankit Agarwal, Varun Sharma, Rakesh Shetty, and Swapnil Mayekar. The new roster will include Sandeep Jain, Ankit Agarwal, Varun Sharma, Rakesh Shetty, and Swapnil Mayekar.
This official notice serves as an integral addendum to the existing Scheme Information Document and Key Information Memorandum for the designated schemes. All other aspects and contents of these documents remain unchanged following this announcement.