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Motilal Oswal Dynamic Fund (Div-A) - 11.0269Motilal Oswal Dynamic Fund (Div-Q) - 10.9631Motilal Oswal Dynamic Fund (G) - 11.4249Motilal Oswal Dynamic Fund-Dir (Div-A) - 11.317Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.2133Motilal Oswal Dynamic Fund-Dir (G) - 11.6891Motilal Oswal Equity Hybrid Fund - Direct (G) - 9.4723Motilal Oswal Equity Hybrid Fund - Regular (G) - 9.4586Motilal Oswal Focused 25 Fund - Direct (D) - 15.8406Motilal Oswal Focused 25 Fund - Direct (G) - 20.8946Motilal Oswal Focused 25 Fund (D) - 14.4788Motilal Oswal Focused 25 Fund (G) - 19.3542Motilal Oswal Long Term Equity Fund (D) - 14.0175Motilal Oswal Long Term Equity Fund (G) - 15.5136Motilal Oswal Long Term Equity Fund -Dir (D) - 14.8132Motilal Oswal Long Term Equity Fund -Dir (G) - 16.328Motilal Oswal Midcap 30 Fund (D) - 17.9631Motilal Oswal Midcap 30 Fund (G) - 22.6031Motilal Oswal Midcap 30 Fund-Dir (D) - 19.2111Motilal Oswal Midcap 30 Fund-Dir (G) - 23.9747Motilal Oswal Multicap 35 Fund (D) - 21.1327Motilal Oswal Multicap 35 Fund (G) - 22.9826Motilal Oswal Multicap 35 Fund-Dir(D) - 22.1392Motilal Oswal Multicap 35 Fund-Dir(G) - 24.0002Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 9.436Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 9.4538Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 9.4429Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 9.5787Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 9.4466Motilal Oswal Ultra Short Term Fund - Dir (G) - 13.3703Motilal Oswal Ultra Short Term Fund (Div-D) - 9.443Motilal Oswal Ultra Short Term Fund (Div-F) - 9.4494Motilal Oswal Ultra Short Term Fund (Div-M) - 9.44Motilal Oswal Ultra Short Term Fund (Div-Q) - 9.5773Motilal Oswal Ultra Short Term Fund (Div-W) - 9.4429Motilal Oswal Ultra Short Term Fund (G) - 13.0014

Performance

MUTUAL FUNDS

Portfolio Management Services

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
  • QUALITY
  • Quality of business and Quality of management of the company being evaluated for investment
  • GROWTH
  • Growth in the company’s earnings
  • LONGEVITY
  • Longevity of both superior quality and growth
  • PRICE
  • Favourable purchase price, the cornerstone of every sound investment decision
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
 We are one of the fastest growing Asset Management Companies in India with a unique investment philosophy, ‘Buy Right : Sit Tight’ which means buying quality companies at a reasonable price and Sit Tight to ride their growth cycle for a long period of time. A philosophy honed over 30 years of research in the equity market and released in the form of Wealth Creation Studies over last 20 years by our Chairman, Mr. Raamdeo Agrawal. This philosophy has been the center pillar for our products; be it Open Ended Equity Mutual Fund schemes or Strategies of Portfolio Management Services (PMS). Since we are a philosophy driven Asset Management Company, we have a focused range of equity-oriented investment products appertain to Mutual Fund and Portfolio Management Services that would suit your investment needs and risk appetite.

Our Open Ended Equity Mutual Fund Products: Motilal Oswal Focused 25 – A Large Cap Fund, Motilal Oswal Midcap 30 Fund – A Midcap Fund, Motilal Oswal Multicap 35 – A Multicap Fund and Motilal Oswal Long Term Equity Fund - A Tax Saver Fund (ELSS), Motilal Oswal Equity Hybrid Fund – A Hybrid Fund and Motilal Oswal Dynamic Fund. For Portfolio Management Services we offer Value Strategy, again a Large Cap Strategy which is one of the longest running products in the industry with more than 13 years track record. Next Trillion Dollar Opportunity Strategy (NTDOP) which is a midcap portfolio with a track record of 10 years and India Opportunities Portfolio based on Multicap stocks.


Maintaining a focused portfolio consisting of maximum 25-30 stocks with a minimum portfolio churn in both Portfolio Management Services and Equity Mutual Fund products has created a unique identity amongst investors and distributors.

Our Equity Mutual Fund products are designed to suit the needs of all retail investors who wish to invest in equity mutual fund schemes using our Fund Management expertise by investing with as small as Rs. 500/- a month through our Systematic Investment Plan (SIP). On the other hand, Portfolio Management Services products are for financially savvy high net worth individuals (HNIs) who wish to utilize our expertise to build their portfolio of high-quality companies or who have large portfolios of stocks but lack the bandwidth to monitor them.

Mutual Fund Transaction Portal: We also, have enabled paperless online transaction platform for new (KYC Compliant) and our existing investors. With our ‘Invest Online’ portal, you can invest in our open-ended equity mutual fund schemes and start Systematic Investment Plan (SIP) without any documentation in less than 5 minutes using any internet device like Mobile, Desktop, and Tab.
 
Portfolio Management Services Transaction Portal: We have recently introduced an online platform, “Mini PMS” - facility through which you (existing investors of PMS) could make additional investment and start a systematic investment plan with as low as Rs. 2 lac, simply at the click of a button sitting at your desk or on your smartphone without any paperwork in less than 3 minutes.

At Motilal Oswal AMC, we believe in our unique investment philosophy and expert stock selection process that helps us deliver the performance consistently. While we are committed to our investment process, we request you to stay invested for a longer period, as wealth creation happens over the years and it rewards one who waits patiently.