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 Dynamic Equity - Direct Plan – Annually Dividend - 11.936MOSt Focused Dynamic Equity - Direct Plan – Quarterly Dividend - 11.8786MOSt Focused Dynamic Equity - Regular Plan – Annually Dividend - 11.7895MOSt Focused Dynamic Equity - Regular Plan – Quarterly Dividend - 11.7037MOSt Focused 25 Fund- Direct Plan (D) - 18.9937MOSt Focused 25 Fund- Direct Plan (G) - 22.5715MOSt Focused 25 Fund-(D) - 17.7684MOSt Focused 25 Fund-(G) - 21.2182MOSt Focused Long Term (D) - 16.7003MOSt Focused Long Term (G) - 17.291MOSt Focused Long Term- Direct Plan(D) - 17.3609MOSt Focused Long Term- Direct Plan(G) - 17.9556MOSt Focused Midcap 30- Direct Plan(D) - 24.1205MOSt Focused Midcap 30- Direct Plan(G) - 27.4417MOSt Focused Midcap 30(D) - 23.0106MOSt Focused Midcap 30(G) - 26.2535MOSt Focused Multicap 35- Direct Plan(D) - 26.952MOSt Focused Multicap 35- Direct Plan(G) - 27.2844MOSt Focused Multicap 35(D) - 26.0623MOSt Focused Multicap 35(G) - 26.3945MOSt Ultra Short Term Bond Fund-Direct Plan-Fortnightly Dividend Option - 10.0176MOSt Ultra Short Term Bond Fund-Direct Plan-Monthly Dividend Option - 10.0368MOSt Ultra Short Term Bond Fund-Direct Plan-Quarterly Dividend Option - 10.1542MOSt Ultra Short Term Bond Fund-Direct Plan-Weekly Dividend Option - 10.0084MOSt Ultra Short Term Bond Fund-Regular Plan-Fortnightly Dividend Option - 10.0143MOSt Ultra Short Term Bond Fund-Direct Plan- Growth - 13.3427MOSt Ultra Short Term Bond Fund-Direct Plan-Daily Dividend Option - 10.0016MOSt Ultra Short Term Bond Fund-Regular Plan- Growth - 13.037MOSt Ultra Short Term Bond Fund-Regular Plan-Daily Dividend Option - 10.0114MOSt Ultra Short Term Bond Fund-Regular Plan-Monthly Dividend Payout - 10.0352MOSt Ultra Short Term Bond Fund-Regular Plan-Quarterly Dividend Payout - 10.1528MOSt Ultra Short Term Bond Fund-Regular Plan-Weekly Dividend Option - 10.0083Motilal Oswal Most Focused Dyn Eq Fund (G) - 11.7895Motilal Oswal Most Focused Dyn Eq Fund-Dir (G) - 11.936

Why Equity?

Knowledge Center Why Equity?
Inflation is the biggest destroyer of purchasing power. Over FY79-17 inflation on an average has been 7.26%, eroding purchasing power of Rs. by 95%.



Source: Bloomberg, MOAMC Internal Analysis. Data as on Apr 30, 2017

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 / CNX Nifty)(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.


Source: Bloomberg, MOAMC Internal Analysis. Data as on Apr 30, 2017

Disclaimer: The above graph is used to explain the concept and is for illustration purpose only and should not use for development or implementation of an investment strategy. Past performance may or may not be sustained in future.

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.
Site best viewed in IE 9.0+, Mozila Firefox 4.0+ and Google Chrome at 1024 x 768 pixels resolution
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