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Motilal Oswal 5 Year G-Sec Fund of Fund (G) - 10.0271Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive (G) - 11.6506Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive-Dir (G) - 11.6883Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative (G) - 11.1505Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative-Dir(G) - 11.1909Motilal Oswal Dynamic Fund (Div-A) - 14.2345Motilal Oswal Dynamic Fund (Div-Q) - 12.7487Motilal Oswal Dynamic Fund (G) - 15.707Motilal Oswal Dynamic Fund-Dir (Div-A) - 14.4691Motilal Oswal Dynamic Fund-Dir (Div-Q) - 12.9741Motilal Oswal Dynamic Fund-Dir (G) - 16.6486Motilal Oswal Equity Hybrid Fund - Direct (G) - 16.4974Motilal Oswal Equity Hybrid Fund - Regular (G) - 15.7003Motilal Oswal Flexi Cap Fund(D) - 27.3286Motilal Oswal Flexi Cap Fund(G) - 36.356Motilal Oswal Flexi Cap Fund-Dir(D) - 27.4299Motilal Oswal Flexi Cap Fund-Dir(G) - 39.014Motilal Oswal Focused 25 Fund - Direct (D) - 22.5195Motilal Oswal Focused 25 Fund - Direct (G) - 38.468Motilal Oswal Focused 25 Fund (D) - 20.1717Motilal Oswal Focused 25 Fund (G) - 34.3692Motilal Oswal Large and Midcap Fund - Dir (D) - 17.649Motilal Oswal Large and Midcap Fund - Dir (G) - 17.6639Motilal Oswal Large and Midcap Fund (D) - 17.0574Motilal Oswal Large and Midcap Fund (G) - 17.0575Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.0099Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0471Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.0204Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0114Motilal Oswal Liquid Fund - Direct (G) - 11.2196Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0095Motilal Oswal Liquid Fund - Regular (Div-M) - 10.0462Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.0197Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.0184Motilal Oswal Liquid Fund - Regular (G) - 11.1721Motilal Oswal Long Term Equity Fund (D) - 21.8149Motilal Oswal Long Term Equity Fund (G) - 27.7697Motilal Oswal Long Term Equity Fund -Dir (D) - 26.0588Motilal Oswal Long Term Equity Fund -Dir (G) - 30.404Motilal Oswal Midcap 30 Fund (D) - 27.1379Motilal Oswal Midcap 30 Fund (G) - 44.4231Motilal Oswal Midcap 30 Fund-Dir (D) - 28.1299Motilal Oswal Midcap 30 Fund-Dir (G) - 48.8404Motilal Oswal Multi Asset Fund - Direct (G) - 10.9929Motilal Oswal Multi Asset Fund (G) - 10.796Motilal Oswal Nasdaq 100 FOF - Direct (G) - 23.554Motilal Oswal Nasdaq 100 FOF - Regular (G) - 23.2843Motilal Oswal Nifty 50 Index Fund - Direct (G) - 15.234Motilal Oswal Nifty 50 Index Fund (G) - 15.1187Motilal Oswal Nifty 500 Fund - Direct (G) - 17.8027Motilal Oswal Nifty 500 Fund (G) - 17.5603Motilal Oswal Nifty Bank Index Fund - Direct (G) - 14.2607Motilal Oswal Nifty Bank Index Fund (G) - 14.0676Motilal Oswal Nifty Midcap 150 Index Fund (G) - 21.1503Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 21.4571Motilal Oswal Nifty Next 50 Index Fund - Dir (G) - 15.6153Motilal Oswal Nifty Next 50 Index Fund (G) - 15.428Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 21.7529Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 22.0608Motilal Oswal S&P 500 Index Fund - Direct (G) - 14.8773Motilal Oswal S&P 500 Index Fund (G) - 14.732Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 10.0202Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 10.0439Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 10.0272Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 10.1716Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 10.0313Motilal Oswal Ultra Short Term Fund - Dir (G) - 14.1975Motilal Oswal Ultra Short Term Fund (Div-D) - 9.9603Motilal Oswal Ultra Short Term Fund (Div-F) - 9.9711Motilal Oswal Ultra Short Term Fund (Div-M) - 9.9609Motilal Oswal Ultra Short Term Fund (Div-Q) - 10.1055Motilal Oswal Ultra Short Term Fund (Div-W) - 9.9639Motilal Oswal Ultra Short Term Fund (G) - 13.7183

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Motilal Oswal Value Index (MOVI)

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-Oct-2021 5 years Peak 5 years Trough 15 years Peak 15 years Trough
Date Value Date Value Date Value Date Value
Nifty 50 18338.55 14-Oct-21 18338.55 23-Mar-20 7610.25 14-Oct-21 18338.55 27-Oct-08 2524.2
MOVI SPOT 121.96 16-Feb-21 137.06 23-Mar-20 70.77 08-Jan-08 147.54 27-Oct-08 55.2
30 DMA MOVI 120.28 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