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Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive (G) - 10.1643Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive-Dir (G) - 10.1742Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative (G) - 10.2088Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative-Dir(G) - 10.2197Motilal Oswal Dynamic Fund (Div-A) - 13.067Motilal Oswal Dynamic Fund (Div-Q) - 11.703Motilal Oswal Dynamic Fund (G) - 14.4187Motilal Oswal Dynamic Fund-Dir (Div-A) - 13.2126Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.848Motilal Oswal Dynamic Fund-Dir (G) - 15.2036Motilal Oswal Equity Hybrid Fund - Direct (G) - 14.1715Motilal Oswal Equity Hybrid Fund - Regular (G) - 13.5767Motilal Oswal Flexi Cap Fund(D) - 23.3085Motilal Oswal Flexi Cap Fund(G) - 31.0079Motilal Oswal Flexi Cap Fund-Dir(D) - 23.3068Motilal Oswal Flexi Cap Fund-Dir(G) - 33.1497Motilal Oswal Focused 25 Fund - Direct (D) - 19.0333Motilal Oswal Focused 25 Fund - Direct (G) - 32.5129Motilal Oswal Focused 25 Fund (D) - 17.1387Motilal Oswal Focused 25 Fund (G) - 29.2016Motilal Oswal Large and Midcap Fund - Dir (D) - 13.5238Motilal Oswal Large and Midcap Fund - Dir (G) - 13.5238Motilal Oswal Large and Midcap Fund (D) - 13.1546Motilal Oswal Large and Midcap Fund (G) - 13.1547Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.0043Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0413Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.0434Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0058Motilal Oswal Liquid Fund - Direct (G) - 11.0756Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0042Motilal Oswal Liquid Fund - Regular (Div-M) - 10.0407Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.0414Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.013Motilal Oswal Liquid Fund - Regular (G) - 11.0357Motilal Oswal Long Term Equity Fund (D) - 17.227Motilal Oswal Long Term Equity Fund (G) - 21.9295Motilal Oswal Long Term Equity Fund -Dir (D) - 20.4664Motilal Oswal Long Term Equity Fund -Dir (G) - 23.8792Motilal Oswal Midcap 30 Fund (D) - 19.7366Motilal Oswal Midcap 30 Fund (G) - 32.3076Motilal Oswal Midcap 30 Fund-Dir (D) - 20.3537Motilal Oswal Midcap 30 Fund-Dir (G) - 35.3388Motilal Oswal Multi Asset Fund - Direct (G) - 10.5597Motilal Oswal Multi Asset Fund (G) - 10.4352Motilal Oswal Nasdaq 100 FOF - Direct (G) - 20.6887Motilal Oswal Nasdaq 100 FOF - Regular (G) - 20.4861Motilal Oswal Nifty 50 Index Fund - Direct (G) - 12.1384Motilal Oswal Nifty 50 Index Fund (G) - 12.0667Motilal Oswal Nifty 500 Fund - Direct (G) - 14.0409Motilal Oswal Nifty 500 Fund (G) - 13.8875Motilal Oswal Nifty Bank Index Fund - Direct (G) - 11.6363Motilal Oswal Nifty Bank Index Fund (G) - 11.51Motilal Oswal Nifty Midcap 150 Index Fund (G) - 16.1052Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 16.2841Motilal Oswal Nifty Next 50 Index Fund - Dir (G) - 12.5552Motilal Oswal Nifty Next 50 Index Fund (G) - 12.4384Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 16.5375Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 16.721Motilal Oswal S&P 500 Index Fund - Direct (G) - 13.6581Motilal Oswal S&P 500 Index Fund (G) - 13.558Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 9.8827Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 9.9034Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 9.8897Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 10.032Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 9.8936Motilal Oswal Ultra Short Term Fund - Dir (G) - 14.0027Motilal Oswal Ultra Short Term Fund (Div-D) - 9.8566Motilal Oswal Ultra Short Term Fund (Div-F) - 9.8671Motilal Oswal Ultra Short Term Fund (Div-M) - 9.8572Motilal Oswal Ultra Short Term Fund (Div-Q) - 10.0003Motilal Oswal Ultra Short Term Fund (Div-W) - 9.8601Motilal Oswal Ultra Short Term Fund (G) - 13.5755

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Motilal Oswal Value Index (MOVI) Pack Plan

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 10.6 2.8 2.3 8.4 -23.3
12M 56.3 34.6 18.6 24.2 10.0 7.4 1.7 -43.7
24M 39.3 32.7 25.4 19.2 11.7 0.3 -5.0 -1.8
Source: IISL & Internal Analysis
Index Name 14-May-2021 5 years Peak 5 years Trough 15 years Peak 15 years Trough
Date Value Date Value Date Value Date Value
Nifty 50 14677.8 15-Feb-21 15314.7 23-Mar-20 7610.25 15-Feb-21 15314.7 27-Oct-08 2524.2
MOVI SPOT 125.22 16-Feb-21 137.06 23-Mar-20 70.77 08-Jan-08 147.54 27-Oct-08 55.2
30 DMA MOVI 128.21 17-Mar-21 135.36 30-Apr-20 83.44 17-Jan-08 144.05 08-Dec-08 64.76
30 DMA MOVI Range Equity Allocation Net Equity Equity Arbitrage Debt Allocation
0   70 100% 100% 0% 0%
70   80 90% 85% - 95% 0% Upto 10 %
80   90 80% 75% - 85% 0% Upto 20 %
90  100 70% 60% - 75% 0% Upto 30 %
100  110 55% 50% - 60% 5% - 35% Upto 35 %
110   120 40% 40% - 50% 20% - 35% Upto 35 %
120   130 25% 30% - 40% 25% - 35% Upto 35 %
130   300 0% 30% - 40% 25% - 35% Upto 35 %
30 DMA MOVI Range Equity Debt Minimum International
Equity Index/ETFs
Minimum Gold ETFs
Less than 70 25.0% - 27.5% 55.0% - 52.5% 10% 10%
70   80 22.5% - 25.0% 57.5% - 55.0% 10% 10 %
80   90 20.0% - 22.5% 60.0% - 57.5% 10% 10 %
90  100 17.5% - 20.0% 62.5% - 60.0% 10% 10%
100  110 15.0% - 17.50% 65.0% - 62.5 10% 10%
110   120 12.5% - 15.0% 67.5% - 65.0% 10% 10%
120   130 10.0% - 12.5% 70.0% - 67.5% 10% 10%
Greater than 130 7.5% - 10.0% 72.5% - 70% 10% 10%
STOCK-PICKING PROCESS
Over the last 21 years, our chairman, Mr. Raamdeo Agrawal has been analyzing the equity market that helped him evolve a unique and focused stock-picking process
  • Q
  • QUALITY
  • Quality of business and Quality of management of the company being evaluated for investment
  • G
  • GROWTH
  • Growth in the company’s
    earnings
  • L
  • LONGEVITY
  • Longevity of both superior quality
    and growth
  • P
  • PRICE
  • Favourable purchase price, the cornerstone of every sound investment decision