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Motilal Oswal Dynamic Fund (Div-A) - 11.6809Motilal Oswal Dynamic Fund (Div-Q) - 11.6634Motilal Oswal Dynamic Fund (G) - 12.1025Motilal Oswal Dynamic Fund-Dir (Div-A) - 11.9492Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.8897Motilal Oswal Dynamic Fund-Dir (G) - 12.3422Motilal Oswal Focused 25 Fund - Direct (D) - 17.5963Motilal Oswal Focused 25 Fund - Direct (G) - 23.2104Motilal Oswal Focused 25 Fund (D) - 16.1579Motilal Oswal Focused 25 Fund (G) - 21.5987Motilal Oswal Long Term Equity Fund (D) - 16.2264Motilal Oswal Long Term Equity Fund (G) - 17.9582Motilal Oswal Long Term Equity Fund -Dir (D) - 17.0774Motilal Oswal Long Term Equity Fund -Dir (G) - 18.8237Motilal Oswal Midcap 30 Fund (D) - 20.4166Motilal Oswal Midcap 30 Fund (G) - 25.6904Motilal Oswal Midcap 30 Fund-Dir (D) - 21.7303Motilal Oswal Midcap 30 Fund-Dir (G) - 27.1186Motilal Oswal Multicap 35 Fund (D) - 24.4367Motilal Oswal Multicap 35 Fund (G) - 26.5757Motilal Oswal Multicap 35 Fund-Dir(D) - 25.5163Motilal Oswal Multicap 35 Fund-Dir(G) - 27.6612Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 10.0005Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 10.0203Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 10.0564Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 10.1586Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 10.0044Motilal Oswal Ultra Short Term Fund - Dir (G) - 13.953Motilal Oswal Ultra Short Term Fund (Div-D) - 10.0111Motilal Oswal Ultra Short Term Fund (Div-F) - 10.0194Motilal Oswal Ultra Short Term Fund (Div-M) - 10.0549Motilal Oswal Ultra Short Term Fund (Div-Q) - 10.1595Motilal Oswal Ultra Short Term Fund (Div-W) - 10.0049Motilal Oswal Ultra Short Term Fund (G) - 13.5865

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: MOSt Focused 25 – A Large Cap Fund, MOSt Focused 30 Midcap – A Midcap Fund, MOSt Focused Multicap 35 – A Multicap Fund and MOSt Focused Long Term - A Tax Saver Fund (ELSS) and MOSt Focused Dynamic Equity. 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 20-25 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. 1 lac, simply at the click of a button sitting at your desk or on your smart phone 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.