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 - 10.4954MOSt Focused Dynamic Equity - Direct Plan – Quarterly Dividend - 10.4954MOSt Focused Dynamic Equity - Regular Plan – Annually Dividend - 10.4374MOSt Focused Dynamic Equity - Regular Plan – Quarterly Dividend - 10.4374MOSt Focused 25 Fund- Direct Plan (D) - 16.5051MOSt Focused 25 Fund- Direct Plan (G) - 19.0349MOSt Focused 25 Fund-(D) - 15.5936MOSt Focused 25 Fund-(G) - 18.0409MOSt Focused Long Term (D) - 14.1032MOSt Focused Long Term (G) - 14.1032MOSt Focused Long Term- Direct Plan(D) - 14.5324MOSt Focused Long Term- Direct Plan(G) - 14.5324MOSt Focused Midcap 30- Direct Plan(D) - 21.692MOSt Focused Midcap 30- Direct Plan(G) - 24.1546MOSt Focused Midcap 30(D) - 20.8715MOSt Focused Midcap 30(G) - 23.2908MOSt Focused Multicap 35- Direct Plan(D) - 22.4192MOSt Focused Multicap 35- Direct Plan(G) - 22.4192MOSt Focused Multicap 35(D) - 21.8064MOSt Focused Multicap 35(G) - 21.8064MOSt Ultra Short Term Bond Fund-Direct Plan-Fortnightly Dividend Option - 10.0254MOSt Ultra Short Term Bond Fund-Direct Plan-Monthly Dividend Option - 10.0495MOSt Ultra Short Term Bond Fund-Direct Plan-Quarterly Dividend Option - 10.1204MOSt Ultra Short Term Bond Fund-Direct Plan-Weekly Dividend Option - 10.0168MOSt Ultra Short Term Bond Fund-Regular Plan-Fortnightly Dividend Option - 10.0236MOSt Ultra Short Term Bond Fund-Direct Plan- Growth - 12.8954MOSt Ultra Short Term Bond Fund-Direct Plan-Daily Dividend Option - 10.0019MOSt Ultra Short Term Bond Fund-Regular Plan- Growth - 12.6329MOSt Ultra Short Term Bond Fund-Regular Plan-Daily Dividend Option - 10.0095MOSt Ultra Short Term Bond Fund-Regular Plan-Monthly Dividend Payout - 10.0459MOSt Ultra Short Term Bond Fund-Regular Plan-Quarterly Dividend Payout - 10.1176MOSt Ultra Short Term Bond Fund-Regular Plan-Weekly Dividend Option - 10.0173Motilal Oswal Most Focused Dyn Eq Fund (G) - 10.4374Motilal Oswal Most Focused Dyn Eq Fund-Dir (G) - 10.4954

Why Equity?

Knowledge Center Why Equity?
Inflation is the biggest destroyer of purchasing power. Over FY79-17 inflation on an average has been 7.49%, eroding purchasing power of Rs. by 95%.



Source: Bloomberg, MOAMC Internal Analysis. Data as on Jan 31, 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 Jan 31, 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.
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