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.
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MOSt Focused Dynamic Equity - Direct Plan – Annually Dividend - 11.603MOSt Focused Dynamic Equity - Direct Plan – Quarterly Dividend - 11.6862MOSt Focused Dynamic Equity - Regular Plan – Annually Dividend - 11.4381MOSt Focused Dynamic Equity - Regular Plan – Quarterly Dividend - 11.4931MOSt Focused 25 Fund- Direct Plan (D) - 18.6358MOSt Focused 25 Fund- Direct Plan (G) - 22.1462MOSt Focused 25 Fund-(D) - 17.3951MOSt Focused 25 Fund-(G) - 20.7723MOSt Focused Long Term (D) - 16.3941MOSt Focused Long Term (G) - 16.974MOSt Focused Long Term- Direct Plan(D) - 17.0788MOSt Focused Long Term- Direct Plan(G) - 17.6638MOSt Focused Midcap 30- Direct Plan(D) - 24.0753MOSt Focused Midcap 30- Direct Plan(G) - 27.3904MOSt Focused Midcap 30(D) - 22.9172MOSt Focused Midcap 30(G) - 26.1469MOSt Focused Multicap 35- Direct Plan(D) - 26.5828MOSt Focused Multicap 35- Direct Plan(G) - 26.9106MOSt Focused Multicap 35(D) - 25.668MOSt Focused Multicap 35(G) - 25.9953MOSt Ultra Short Term Bond Fund-Direct Plan-Fortnightly Dividend Option - 10.0081MOSt Ultra Short Term Bond Fund-Direct Plan-Monthly Dividend Option - 10.0293MOSt Ultra Short Term Bond Fund-Direct Plan-Quarterly Dividend Option - 10.097MOSt Ultra Short Term Bond Fund-Direct Plan-Weekly Dividend Option - 10.0108MOSt Ultra Short Term Bond Fund-Regular Plan-Fortnightly Dividend Option - 10.0057MOSt Ultra Short Term Bond Fund-Direct Plan- Growth - 13.4667MOSt Ultra Short Term Bond Fund-Direct Plan-Daily Dividend Option - 10.0008MOSt Ultra Short Term Bond Fund-Regular Plan- Growth - 13.1485MOSt Ultra Short Term Bond Fund-Regular Plan-Daily Dividend Option - 10.0109MOSt Ultra Short Term Bond Fund-Regular Plan-Monthly Dividend Payout - 10.0294MOSt Ultra Short Term Bond Fund-Regular Plan-Quarterly Dividend Payout - 10.1016MOSt Ultra Short Term Bond Fund-Regular Plan-Weekly Dividend Option - 10.0105Motilal Oswal Most Focused Dyn Eq Fund (G) - 11.6984Motilal Oswal Most Focused Dyn Eq Fund-Dir (G) - 11.8634

5 Key reasons why ‘Less Is More’

More of anything may seem fun and exciting. However, it’s commonly said and heard that ‘Too much of anything is bad’. Not only having too much of anything can be difficult to manage; it can also be mind-boggling. In the Mutual Fund space too, for both the investor and the mutual fund house; having lesser schemes becomes relatively simpler to make decisions and manage. To provide a solution, the regulator has now stepped in to make progressive reforms for the investors and the mutual fund houses. Read 5 Key reasons why ‘Less Is More’ here;

Clear the dust of confusion, doubt & fear

From a new investor’s point of view, having to choose an ideal fund from over 2000 funds offered by 43  Mutual Fund houses is a very difficult task. This is similar to a customer stepping in a store looking for something specific and then he/she ends up in picking almost everything and many a times, whatever that’s been purchased is not even of much use or irrelevant. In the same way, the investor too; can get flummoxed looking at the variety and yet after making a decision can still doubt on it and if it doesn’t work well for the investor, he/she can later apprehend from investing any further

Focus enough to master and make things simple

Now if there are fewer, focused options to choose from, it is a less tedious task for you to make the right pick. It is easier as clearly defined array of sharply differentiated alternatives are provided. The core concept of selecting a mutual fund scheme should not be based upon spotting the differences but on how a particular mutual fund scheme is in sync with your financial goals, risk appetite, investment horizon, so on and so forth. This helps you in not just selecting the fitting mutual fund scheme but also encourages the investor in staying invested as it’s easier to focus and simpler to master

If you buy the market, you can't beat the market

Over-diversification can adversely affect your equity portfolio. An investor who opts to include a bunch of 8-10 mutual fund schemes which are equivalent to over 300 unique stocks, ends up owning 88% of the market. For you to achieve your financial goals, you would need to appropriately diversify amongst the available mutual fund schemes but duplicating schemes into your portfolio will cease to make any valuable contribution in your wealth creation journey. The most convenient way to achieve optimal diversification and reflect the right investment universe is by investing in one scheme per category that consist of not more than 20-25 stocks so that you avoid duplication of schemes in your equity portfolio

Ensure a level-playing field

Speaking of duplication of schemes, the regulation states that there should be one scheme per category to consolidate and rationalize the number of funds a mutual funds house is offering. This is to ensure a clear and hard-bound definition of categories and schemes for both the investors, intermediaries and the fund houses. To state an example, there are two Large Cap funds, each offered by two different fund houses. Here the portfolio one scheme consists of the top blue-chip companies, while the other consists of a combination of blue-chip as well as emerging stocks. The fundamental error observed in this comparison is that though both the funds are categorized under Large Cap; don’t consist of large-cap stocks entirely. It is as good as comparing Apples and Oranges because evidently, both belong to two different categories and are not fit for comparison

Higher fund performance

While categorization of funds is definitely a boon for a Mutual Fund house when it comes to having a few, rationalized schemes in every fund house which reflect the right investment universe. Taking cue from a school’s ideal teacher to student ratio of 1:20, a similar scale is expected from a mutual fund house where it is ideal to have one fund manager per scheme so he/she and the research analysts can fully concentrate on one portfolio and its performance. It is vital for their funds to perform well, beat the benchmark and deliver phenomenal returns. This can happen best when the fund house has lesser funds to offer or manage as focus lies on the performance of the handful of available schemes

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Disclaimer:The information herein alone is not sufficient and should not be used for the development or implementation of an investment strategy and shall not constitute as an investment advice. MOAMC shall not be liable for any direct or indirect loss arising from the use of any information contained in this document. Readers shall be fully responsible for any decision taken on the basis of this document. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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