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This chart depicts, the longer you stay invested in equities, the probability of negative returns diminishes and the probability of negative returns in Nifty 500 post 8 years is 0.

Minimum to maximum returns for a respective time period (in %)

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Total number of time periods: 1year: 7,662; 2years: 7,297; 3years: 6,933; 4years: 6,567; 5years: 6,201; 6years: 5,836, 7years: 5,471; 8years: 5107; 9years: 4,741; 10years: 4376; 11years: 4,014; 12years: 3,652; 13years: 3,286; 14years: 2,921; 15years: 2,557.

Source: MOAMC Research | Data as on 31st Dec, 2016 | Past performance may or may not be sustained in the future.
1 Year      Since Inception (3 Years)
CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000
MOSt Focused Multicap 35 37.41 13,740.92 33.11 23,586.70
Nifty 500 Index (Benchmark) 24.78 12,477.77 15.57 15,436.06
Nifty 50 (Additional Benchmark) 18.57 11,857.02 11.23 13,761.51
NAV (Rs.) Per Unit ( 23.5867 : as on Apr 28, 2017) 17.1653 10.0000

Data as on Apr 28, 2017. Date of inception: Apr 28, 2014. Incase, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Performance is for Regular Plan Growth Option. Different plans have different expense structure.This scheme is currently managed by Mr. Gautam Sinha Roy. He has been managing this fund since May 5, 2014; Mr. Siddharth Bothra is the Co-Fund Manager for equity component since Nov 23, 2016, Mr. Abhiroop Mukherjee is the Fund Manager for debt component since Apr 28, 2014 and Mr. Swapnil Mayekar for Forign Securities since Aug 10, 2015. The scheme has been in existence for less than 5 years. Past performance may or may not be sustained in the future.

No Load Funds

Get full value from your investments

Low Churn

Reap the full growth potential of stocks

Focused Portfolio

We do not buy more than 20-25 stocks reducing the risk of diversification

QGLP

We buy Quality companies with Growth potential and Longevity advantage at reasonable Price
Type of Scheme: An open ended diversified equity scheme
Investment Objective: The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market capitalization levels. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Benchmark: Nifty 500 Index
Entry/Exit Load: Nil
Plans: Regular Plan and Direct Plan
Options (Under each plan): Dividend (Payout and Reinvestment) and Growth
Minimum Application Amount: Rs. 5,000/- and in multiples of Re. 1/- thereafter
Additional Application Amount: Rs. 1,000/- and in multiples of Re. 1/- thereafter.
Systematic Investment Plan (SIP): Minimum installment amount - Rs. 1,000/-(weekly/fortnightly/monthly), Rs. 2,000/- (quarterly) and Rs. 5,000/- (annually) and in multiples of Re. 1/-thereafter with minimum of 6 installments for weekly /fortnightly/monthlyfrequency and minimum 3 installments for quarterly frequency. The dates forAuto Debit Facility shall be on the 1st, 7th, 14th, 21st or 28th of everymonth.
Minimum Redemption Amount: Rs. 1,000/- and in multiples of Re. 1/- thereafter or account balance, whichever is lower.
Top 10 holdings % to Net Assets
HDFC Bank Ltd. 9.01
IndusInd Bank Ltd. 8.97
Eicher Motors Ltd. 6.63
Maruti Suzuki India Ltd. 6.43
RBL Bank Ltd. 6.08
Bharat Petroleum Corporation Ltd. 5.72
Jubilant Life Sciences Ltd. 5.58
Hindustan Petroleum Corporation Ltd. 5.05
PNB Housing Finance Ltd. 4.87
Max Financial Services Ltd. 4.76
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Industry classification as recommended by AMFI
*Data as on Mar 31, 2017
1 Year      Since Inception
CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000
MOSt Focused Long Term 41.13 14,112.95 21.15 15,454.10
Nifty 500 Index (Benchmark) 24.78 12,477.77 6.64 11,570.09
Nifty 50 (Additional Benchmark) 18.57 11,857.02 2.85 10,658.69
NAV (Rs.) Per Unit ( 15.4541: as on Apr 28, 2017) 10.9503 10.0000

Data as on Apr 28, 2017. Since Inception. Date of inception: Jan 21, 2015. Incase, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Performance is for Regular Plan Growth Option. Different plans have different expense structure. This scheme is currently managed by Mr. Gautam Sinha Roy. He has been managing this fund since inception; Mr. Siddharth Bothra is the Co-Fund Manager for equity component since Dec 26, 2016 and Mr. Abhiroop Mukherjee is the Fund Manager for debt component since inception. The scheme has been in existence for less than 3 years. Past performance may or may not be sustained in the future.

MOSt Focused Dynamic Equity Fund has not completed a year and hence performance table is not available

Name of the Scheme This product is suitable for investors who are seeking
Motilal Oswal MOSt Focused Multicap 35 Fund (MOSt Focused Multicap 35) An Open Ended Diversified Equity Scheme
  • Long-term capital growth

  • Investment in a maximum of 35 equity and equity related instruments across sectors and market capitalization levels
Motilal Oswal MOSt Focused Long Term Fund (MOSt Focused Long Term)
  • Long-term capital growth

  • Investment predominantly in equity and equity related instruments
Mutual Fund investments are subject to market risks, read all scheme related documents carefully