Masters of equity

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Focus only onocus Equity

Focus only on Equity

At Motilal Oswal, we have spent 30 years focussing on just one thing - equity. This focus has helped us master the art and science of equity investing

Focused Funds - Only Equity

Focused Funds - Only Equity

While other funds have 200-300 schemes (many of which launched topically for business without any long term plans), we have a focused list of Mutual Funds and PMS - all of which focus only on equity

Focus on Process

Focus on Process

Over the course of 21 Wealth Creation Studies we have learned that to create wealth in equity, you need to have a process. We have created a unique QGLP stock picking methodology where we buy Quality companies with Growth potential and Longevity advantage at a fair Price

Conviction

Conviction

Our expertise in equity and process has built our own conviction in our expertise. So much so that over 2155.85 crore of our own money is invested in our own funds

Data as on August 31, 2017

Performance of our products

Open Ended Equity Schemes

PORTFOLIO MANAGEMENT SERVICES

MOSt Focused 25

1 Year 3 Years Since Inception
CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000
MOSt Focused 25 18.31 11831 13.76 14728 17.68 20420
Nifty 50 Index (Benchmark) 13.67 11367 7.11 12290 11.89 16368
NAV (Rs.) Per Unit (20.4198 as on 30-September-2017) 17.2597 13.8650 10.0000
Date of inception: 13-May-13.

Incase, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth option. Different plans have different expense structure.

Mr. Siddharth Bothra is the Fund Manager for equity component since Nov 23, 2016, Mr. Gautam Sinha Roy is the Co-Fund Manager for equity component since Dec 26, 2016 and Mr. Abhiroop Mukherjee is the Fund Manager for debt component since May 13, 2013

The scheme has been in existence for less than 5 years.

Note:Returns for one year are absolute. Returns for more than one year are compounded annualized; Incase, the start/end date of the concerned period is non-business date (NBD), the NAV of the previous date is considered for computation of returns. Date of inception is deemed to be date of allotment. Past performance may or may not be sustained in the future. All the Returns shown above are of Regular Plan Growth Option. To know the performance of the Schemes managed by same Fund Managers click here

Data as on 30-September-2017

MOSt Focused Midcap 30

1 Year 3 Years Since Inception
CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000
MOSt Focused Midcap 30 7.26 10726 17.76 16336 29.21 25160
Nifty Free Float Midcap 100 Index (Benchmark) 17.48 11748 16.60 15859 26.85 23545
Nifty 50 (Additional Benchmark) 13.67 11367 7.11 12290 13.60 15824
NAV (Rs.) Per Unit ( 25.1599 : as on 30-September-2017) 23.4577 15.4012 10.0000
Date of inception: 24-Feb-14. Incase, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth option. Different plans have different expense structure.

Mr. Siddharth Bothra is the Fund Manager for equity component since Nov 23, 2016, Mr. Gautam Sinha Roy is the Co-Fund Manager for equity component since Dec 26, 2016 and Mr. Abhiroop Mukherjee is the Fund Manager for debt component since Feb 24, 2014

The scheme has been in existence for less than 5 years.

Note: Returns for one year are absolute. Returns for morethan one year are compounded annualized; Incase, the start/end date of the concerned period is non-business date (NBD), the NAV of the previous date is considered for computation of returns. Date of inception is deemed to be date of allotment. Past performance may or may not be sustained in the future. All the Returns shown above are of Regular Plan Growth Option. To know the performance of the Schemes managed by same Fund Managersclick here

Data as on 30-September-2017

MOSt Focused Multicap 35

1 Year 3 Years Since Inception
CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000
MOSt Focused Multicap 35 25.84 12584 23.46 18829 31.42 25509
Nifty 500 Index (Benchmark) 16.30 11630 10.25 13405 15.03 16161
Nifty 50 (Additional Benchmark) 13.67 11367 7.11 12290 11.40 14478
NAV (Rs.) Per Unit ( 25.5093 : as on 30-September-2017) 20.2715 13.5476 10.0000
Date of inception: 28-Apr-14.

Incase, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth option. Different plans have different expense structure.

The scheme has been in existence for less than 5 years.

Note: Returns for one year are absolute. Returns for more than one year are compounded annualized; Incase, the start/end date of the concerned period is non-business date (NBD), the NAV of the previous date is considered for computation of returns. Date of inception is deemed to be date of allotment. Past performance may or may not be sustained in the future. All the Returns shown above are of Regular Plan Growth Option. To know the performance of the Schemes managed by same Fund Managersclick here.

Data as on 30-September-2017

MOSt Focused Long Term

1 Year      Since Inception
CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000
MOSt Focused Long Term 27.74 12774 21.18 16775
Nifty 500 Index (Benchmark) 16.30 11630 7.38 12113
Nifty 50 (Additional Benchmark) 13.67 11367 4.34 11213
NAV (Rs.) Per Unit ( 16.7750: as on 30-September-2017) 13.1318 10.0000
Date of inception: 21-Jan-15.

Incase, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth option. Different plans have different expense structure.

Mr. Gautam Sinha Roy is the Fund Manager for equity component since Jan 21,2015; Mr. Siddharth Bothra is the Co-Fund Manager for equity component since Dec 26, 2016, Mr. Abhiroop Mukherjee is the Fund Manager for debt component since Jan 21,2015

The scheme has been in existence for less than 3 years.

Note: Returns for one year are absolute. Returns for more than one year are compounded annualized; Incase, the start/end date of the concerned period is non-business date (NBD), the NAV of the previous date is considered for computation of returns. Date of inception is deemed to be date of allotment. Past performance may or may not be sustained in the future. All the Returns shown above are of Regular Plan Growth Option. To know the performance of the Schemes managed by same Fund Managersclick here

Data as on 30-September-2017
Name of the Scheme This product is suitable for investors who are seeking
Motilal Oswal MOSt Focused 25 Fund (MOSt Focused 25) • Return by investing in upto 25 companies with long term sustainable competitive advantage and growth potential
• Investment in Equity and equity related instruments subject to overall limit of 25 companies
Motilal Oswal MOSt Focused Midcap 30 Fund (MOSt Focused Midcap 30) • Long-term capital growth
• Investment in equity and equity related instruments in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth
Motilal Oswal MOSt Focused Multicap 35 Fund (MOSt Focused Multicap 35) • Long-term capital growth
• Investment in a maximum of 35 equity and equity related instruments across sectors and market capitalization levels.
Motilal Oswal MOSt Focused Long Term Fund (MOSt Focused Long Term) • Long-term capital growth
• Investment predominantly in equity and equity related instruments

Value Strategy

Since Inception Value Strategy has delivered a CAGR of 25.06% vs. Nifty 50 returns of 17.12%, an outperformance of 7.94% (CAGR).

*Strategy Inception Date: 24-Mar-2003.

Please Note: The Above strategy returns are of a Model Client as on 31-August-2017. Returns of individual clients may differ depending on time of entry in the strategy. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Strategy returns shown above are post fees & expenses. Returns below 1 year are absolute and above 1 year are annualized. Strategy returns shown above are post fees & expenses.

India Opportunity Portfolio Strategy

Since Inception India Opportunity Portfolio Strategy has delivered a CAGR of 18.09% vs. Nifty Free Float Midcap 100 returns of 13.04%, an outperformance of 5.05% (CAGR).
* Strategy Inception Date: 11/02/2010.

Please Note: The Above strategy returns are of a Model Client as on 31-August-2017. Returns of individual clients may differ depending on time of entry in the strategy. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments.Returns below 1 year are absolute and above 1 year are annualized. Strategy returns shown above are post fees & expenses.

Next Trillion Dollar Opportunity

Since Inception NTDOP has delivered 19.19% returns vs. Nifty Free Float Midcap 100 Index returns of 8.22% delivering an alpha of 10.97%.
*Strategy Inception Date: 11-Dec-2007.

Please Note: The Above strategy returns are of a Model Client as on 31-August-17. Returns of individual clients may differ depending on time of entry in the Strategy. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns below 1 year are absolute and above 1 year are annualized. Strategy returns shown above are post fees & expenses.

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