Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008, having its Registered Office at 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400025.
Motilal Oswal Asset Management Company Ltd. has been appointed as the Investment Manager to Motilal Oswal Mutual Fund by the Trustee vide Investment Management Agreement (IMA) dated May 21, 2009, executed between Motilal Oswal Trustee Company Ltd. and Motilal Oswal Asset Management Company Ltd.
Content
NAV
MOSt Focused 25 Fund- Direct Plan (D) - 13.9407MOSt Focused 25 Fund- Direct Plan (G) - 16.0775MOSt Focused 25 Fund-(D) - 13.3012MOSt Focused 25 Fund-(G) - 15.3887MOSt Focused Long Term (D) - 11.3518MOSt Focused Long Term (G) - 11.3518MOSt Focused Long Term- Direct Plan(D) - 11.5628MOSt Focused Long Term- Direct Plan(G) - 11.5628MOSt Focused Midcap 30- Direct Plan(D) - 18.5349MOSt Focused Midcap 30- Direct Plan(G) - 20.639MOSt Focused Midcap 30(D) - 17.9924MOSt Focused Midcap 30(G) - 20.0779MOSt Focused Multicap 35- Direct Plan(D) - 18.1792MOSt Focused Multicap 35- Direct Plan(G) - 18.1792MOSt Focused Multicap 35(D) - 17.7908MOSt Focused Multicap 35(G) - 17.7908MOSt Ultra Short Term Bond Fund-Direct Plan-Fortnightly Dividend Option - 10.0226MOSt Ultra Short Term Bond Fund-Direct Plan-Monthly Dividend Option - 10.0489MOSt Ultra Short Term Bond Fund-Direct Plan-Quarterly Dividend Option - 10.1315MOSt Ultra Short Term Bond Fund-Direct Plan-Weekly Dividend Option - 10.0117MOSt Ultra Short Term Bond Fund-Regular Plan-Fortnightly Dividend Option - 10.0211MOSt Ultra Short Term Bond Fund-Direct Plan- Growth - 12.2861MOSt Ultra Short Term Bond Fund-Direct Plan-Daily Dividend Option - 10.0025MOSt Ultra Short Term Bond Fund-Regular Plan- Growth - 12.0784MOSt Ultra Short Term Bond Fund-Regular Plan-Daily Dividend Option - 10.0027MOSt Ultra Short Term Bond Fund-Regular Plan-Monthly Dividend Payout - 10.0458MOSt Ultra Short Term Bond Fund-Regular Plan-Quarterly Dividend Payout - 10.1314MOSt Ultra Short Term Bond Fund-Regular Plan-Weekly Dividend Option - 10.0091
  • Open Ended Equity Mutual Funds

  • Portfolio Management Services

MOSt Focused 25 Fund

The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

MOSt Focused Midcap 30 Fund

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

MOSt Focused Multicap 35 Fund

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

MOSt Focused Long Term Fund

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Value Strategy

The Strategy aims to benefit from the long term compounding effect on investments done in good businesses, run by great business managers for superior wealth creation.

Next Trillion Dollar Opportunity

The Strategy aims to deliver superior returns by investing in focused themes which are part of the Next Trillion Dollar GDP growth opportunity. It aims to predominantly invest in Small & Mid Cap stocks with a focus on Identifying Emerging Stocks/Sectors.

India Opportunities Portfolio Strategy

The Strategy aims to generate long term capital appreciation by creating a focused portfolio of high growth stocks having the potential to grow more than the nominal GDP for next 5-7 years across market capitalization and which are available at reasonable market prices.

  • FAQ on MF
  • FAQ on PMS

What is a Mutual Fund?

An investment vehicle that is made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets. Mutual funds are operated by investment managers, who invest the fund's capital and attempt to produce capital gains and income for the fund's investors. A mutual fund's portfolio is structured and maintained to match the investment objectives stated in the scheme information document

What is Portfolio Management Services (PMS)?

Portfolio Management Service is a tailor made professional service offered to cater the investments objective of different investor classes. The Investment solutions provided by PMS cater to a niche segment of clients. The clients can be Individuals or Institutions entities with high net worth. In simple words, a portfolio management service provides professional management of your investments to create wealth.

Welcome to our knowledge sharing platform on value investments. At Motilal Oswal AMC, we have made a mark with our unique investment philosophy and have always determined to empower our investors. Research and learning has been the spine of our success. We wish to share knowledge with our investors and find solutions to their queries.

'5 Keys of investing' will serve you with 5 important aspects in investments once a week. This page reflects common interests and simple techniques which can be implemented by investors before and after making investments. We believe in making investors smart to invest intelligently and make wiser decisions which are not manipulated by influencers in the competitive and volatile markets.

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Our Investment Philosophy
The recommended way to Create Wealth from equity - Buy Right : Sit Tight

‘Buy Right means buying quality companies at a reasonable price and Sit Tight means staying invested in them for a longer time to realise the full growth potential of the stocks.

It is a known fact that good quality companies are in business for decades but views about these companies change every year, every quarter, every month and sometimes every day! While many of you get the first part of identifying good quality stocks, most don’t stay invested for a long enough time. The temptation to book profits at 25% or 50% or even 100% returns in a 1 to 3 year period is so natural that you miss out on the chance of generating substantial wealth that typically happens over the long term; say a 10 year period.

‘Buy Right : Sit Tight’ philosophy emerged from the expertise of our sponsor Motilal Oswal Securities Ltd. that experience in equity market research and advisory since 1987. This philosophy drives all our equity products and offerings; be it Mutual Fund or Portfolio Management Services.

Why Equity
Inflation is the biggest destroyer of purchasing power. Over FY79-14 CPI inflation has been 8.4%, eroding purchasing power of Rupee by 94%.
 
Investing may be defined as the process of gaining higher purchasing power over time (i.e. net of inflation and taxes). In fixed income investing, the average annual post-tax return works out to about 7%. If the same is reinvested, over 20 years, the security would be worth about 4x its original value. Hypothetically, if inflation also turns out to be 7%, then even after 20 years, there is zero increase in purchasing power

In contrast, equities in India have delivered average annual return of 17% (S & P Sensex / Nifty 50)(Source: www.bseindia.com and www.nseindia.com). At this rate, over 20 years, the original holding will rise to 23x. Adjusted for inflation, purchasing power would rise almost 6x (23 ÷ 4).

Further, we believe that by disciplined application of a sound investment philosophy, it is possible to outperform the market. If the average annual return works out to 25%, over 20 years, the original investment will grow 87x i.e. a massive 22x increase in purchasing power (87 ÷ 4).

Finally, as the graph below clearly shows, over the last 35 years, equity has outperformed fixed income and gold by a huge margin
What is SIP
1. An SIP is a specific amount invested for a continuous period at regular intervals. 2. It is similar to a regular saving scheme like a recurring deposit. 3. It allows the investor to buy units as per a pre decided frequency; the investor decides the amount and also the scheme / scrip to invest in. 4. Due to the principle of cost averaging, more number of units are bought in a falling market and fewer units in a rising  market 5. SIPs allow you to take part in the stock market, without trying to time it, also bringing discipline to your investments.
 
Benefits of SIP:
 
Power of saving:
The power of saving underlines the essence of making money work if only invested at an early age. The longer one delays in investing, the greater the financial burden to meet desired goals. Saving a small sum of money regularly at an early age makes money work with significant impact on wealth accumulation explained through the illustration below
Return / Time
Period
Matrix
MOVI Value Range (%)
<70 70<80 80<90 90<100 100<110 110<120 120<130 130<
6M 45.0 13.9 9.2 10.5 3.0 2.3 8.4 -23.3
12M 56.3 34.6 18.6 24.2 11.1 7.7 1.7 -43.7
24M 39.3 32.7 25.4 20.1 12.6 0.3 -5.0 -1.8
Source: IISL & Internal Analysis
Our Investment Philosophy
The recommended way to Create Wealth from equity - Buy Right : Sit Tight

‘Buy Right means buying quality companies at a reasonable price and Sit Tight means staying invested in them for a longer time to realise the full growth potential of the stocks.

It is a known fact that good quality companies are in business for decades but views about these companies change every year, every quarter, every month and sometimes every day! While many of you get the first part of identifying good quality stocks, most don’t stay invested for a long enough time. The temptation to book profits at 25% or 50% or even 100% returns in a 1 to 3 year period is so natural that you miss out on the chance of generating substantial wealth that typically happens over the long term; say a 10 year period.

‘Buy Right : Sit Tight’ philosophy emerged from the expertise of our sponsor Motilal Oswal Securities Ltd. that experience in equity market research and advisory since 1987. This philosophy drives all our equity products and offerings; be it Mutual Fund or Portfolio Management Services.

Why Equity
Inflation is the biggest destroyer of purchasing power. Over FY79-14 CPI inflation has been 8.4%, eroding purchasing power of Rupee by 94%.
 
Investing may be defined as the process of gaining higher purchasing power over time (i.e. net of inflation and taxes). In fixed income investing, the average annual post-tax return works out to about 7%. If the same is reinvested, over 20 years, the security would be worth about 4x its original value. Hypothetically, if inflation also turns out to be 7%, then even after 20 years, there is zero increase in purchasing power

In contrast, equities in India have delivered average annual return of 17% (S & P Sensex / Nifty 50)(Source: www.bseindia.com and www.nseindia.com). At this rate, over 20 years, the original holding will rise to 23x. Adjusted for inflation, purchasing power would rise almost 6x (23 ÷ 4).

Further, we believe that by disciplined application of a sound investment philosophy, it is possible to outperform the market. If the average annual return works out to 25%, over 20 years, the original investment will grow 87x i.e. a massive 22x increase in purchasing power (87 ÷ 4).

Finally, as the graph below clearly shows, over the last 35 years, equity has outperformed fixed income and gold by a huge margin
What is SIP
1. An SIP is a specific amount invested for a continuous period at regular intervals. 2. It is similar to a regular saving scheme like a recurring deposit. 3. It allows the investor to buy units as per a pre decided frequency; the investor decides the amount and also the scheme / scrip to invest in. 4. Due to the principle of cost averaging, more number of units are bought in a falling market and fewer units in a rising  market 5. SIPs allow you to take part in the stock market, without trying to time it, also bringing discipline to your investments.
 
Benefits of SIP:
 
Power of saving:
The power of saving underlines the essence of making money work if only invested at an early age. The longer one delays in investing, the greater the financial burden to meet desired goals. Saving a small sum of money regularly at an early age makes money work with significant impact on wealth accumulation explained through the illustration below
We are one of the fastest growing Asset Management Companies in India with a unique investment philosophy, ‘Buy Right; Sit Tight’ where which means buying quality companies at a reasonable price and Sit Tight to ride their growth cycle for a long period of time. A philosophy honed over 30 years of research in the equity market and released in the form of Wealth Creation Studies over last 19 years by our Chairman,Mr. Raamdeo Agrawal. This philosophy has been the center pillar for our products; be it Open Ended Equity Mutual Fund schemes or strategies of Portfolio Management Services (PMS). Since we are a philosophy driven Asset Management Company, we have a focused range of products pertaining to Mutual Fund and Portfolio Management Services.
Our Open Ended Equity Mutual Fund Products: MOSt Focused 25 – A Large Cap Fund, MOSt Focused 30 Midcap – A Midcap Fund, MOSt Focused Multicap 35 – A Multicap Fund and MOSt Focused Long Term - A Tax Saver Fund. For Portfolio Management Services we offer Value Strategy, again a large cap strategy which is one of the longest running products in the industry with more than 12 years track record. Next Trillion Dollar Opportunity Strategy (NTDOP) which is a midcap portfolio and India Opportunities Portfolio based on Multicap.
Maintaining focused portfolio consisting of maximum 20-25 stocks with a minimum portfolio churn in both PMS and Mutual Fund products has created a unique identity amongst investors and distributors.
Our Mutual Fund products are meant for retail investors who have less expertise in equity space but want to participate in the equity market using our Fund Management expertise with as low as Rs. 500/- a month through our Systematic Investment Plan (SIP). On the other hand, PMS products are for financially savvy high net worth individuals (HNIs) who wish to utilize our expertise to build their portfolio of high quality companies or who have large portfolios of stocks but lack the bandwidth to monitor them.
We also, have enabled paperless online transaction platform for new (KYC Complaint) and our existing investors. With our ‘Invest Online’ portal, you can invest in our open ended equity mutual fund schemes and start Systematic Investment Plan (SIP) without any documentation in less than 5 minutes using any internet device like Mobile, Desktop and Tab.
At Motilal Oswal AMC, we believe in our unique investment philosophy and expert stock selection process that helps us deliver the performance consistently.
KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc), you need not undergo the same process again when you approach another intermediary