MARKETS ARE VOLATILE

MARKETS TEST PATIENCE AND REWARD CONVICTION

THE POWER OF COMPOUNDING IN EQUITY INVESTING

Years 5 10 15 20 25 30
Annual Rate (%)
10 1.6 2.6 4.2 6.7 10.8 17.4
15 2.0 4.0 8 16 33 66
17 2.2 4.8 11 23 51 111
18 2.3 5.2 12 27 63 143
20 2.5 6.2 15 38 95 237
25 3.1 9.3 28 87 265 808
26 3.2 10 32 102 323 1,025
30 3.7 14 51 190 706 2,620
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Equity investing: limited downside, unlimited upside

EQUITY: THE BEST PERFORMING ASSET CLASS OVER TIME

Equity V/s Fixed Deposit V/s Gold

OUR ALL SEASON MARKET MANTRA: BUY RIGHT SIT TIGHT

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SIT TIGHT APPROACH

PERFORMANCE

1 Year 3 Years 5 Years Since Inception
CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000
Motilal Oswal Focused 25 Fund -4.20 9,580 9.19 13,019 14,74 19,885 13.79 20,716
Nifty 50(Benchmark TRI*) 4.64 10,464 12.48 14,230 12.90 18,342 12.61 19,535
Sensex(Additional Benchmark TRI*) 7.23 10,723 12.86 14,374 12.79 18,258 12.97 19,885
NAV (Rs.) Per Unit (20.7164 as on 31-Dec-2018) 21.6254 15.9130 10.4183 10.0000

Date of inception: 13-May-13. ● 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. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth option. Different plans have different expense structure. ● Mr. Siddharth Bothra is the Fund Manager for equity component since 23-Nov-2016; ● Mr. Gautam Sinha Roy is the Co-Fund Manager for equity component since 26- Dec- 2016 and Mr. Abhiroop Mukherjee is the Fund Manager for debt component since inception. ● *The performance of all the schemes of Motilal Oswal Mutual Fund is Benchmarked to the Total Return variant of respective Index chosen as Benchmark as against Price Return variant of respective Benchmark Index.

To know the performance of the Schemes managed by same Fund Managers click here.

Data as on 31-Dec-2018

1 Year 3 Years Since Inception
CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000
Motilal Oswal Midcap 30 Fund -12.70 8,730 6.29 12,009 20.22 24,434
Nifty Midcap 100 TRI Index (Benchmark) -14.60 8,540 11.36 13,808 20.31 24,529
Nifty 50(Additional Benchmark TRI*) 4.64 10,464 12.48 14,230 13.73 18,672
NAV (Rs.) Per Unit (24.4339 as on 31-Dec-2018) 27.9896 20.3468 10.0000

Date of inception: 24-Feb-14. ● 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. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth option. Different plans have different expense structure. ● Mr. Akash Singhania is the Fund Manager for equity component since 28-Jul-2017; Mr. Niket Shah is the Associate Fund Manager since March 1, 2018 and Mr. Abhiroop Mukherjee is the Fund Manager for debt component since 24-Feb-2014. ● The scheme has been in existence for less than 5 years. ● *The performance of all the schemes of Motilal Oswal Mutual Fund is Benchmarked to the Total Return variant of respective Index chosen as Benchmark as against Price Return variant of respective Benchmark Index.

To know the performance of the Schemes managed by same Fund Managers click here.

Data as on 31-Dec-2018

1 Year 3 Years Since Inception
CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000
Motilal Oswal Multicap 35 Fund -7.85 9,215 12.65 14,297 21.77 25,133
Nifty 500(Benchmark TRI*) -2.14 9,786 12.30 14,162 13.68 18,220
Nifty 50(Additional Benchmark TRI*) 4.64 10,464 12.48 14,230 12.11 17,073
NAV (Rs.) Per Unit (25.1326 as on 31-Dec-2018) 27.2731 17.5792 10.0000

Date of inception: 28-Apr-14. ● 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. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth option. Different plans have different expense structure. ● Mr. Gautam Sinha Roy is the Fund Manager for equity component since 5-May-2014; ● Mr. Siddharth Bothra is the Co-Fund Manager for equity component since 23-Nov-2016, Mr. Abhiroop Mukherjee is the Fund Manager for debt component since 28-Apr-2014 and Mr. Swapnil Mayekar for Foreign Securities since 10-Aug-2015. ● The scheme has been in existence for less than 5 years. ● *The performance of all the schemes of Motilal Oswal Mutual Fund is Benchmarked to the Total Return variant of respective Index chosen as Benchmark as against Price Return variant of respective Benchmark Index.

To know the performance of the Schemes managed by same Fund Managersclick here.

Data as on 31-Dec-2018

1 Year      3 Years      Since Inception
CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000
Motilal Oswal Long Term Equity Fund -8.73 9,127 13.90 14,778 13.69 16,590
Nifty 500(Benchmark TRI*) -2.14 9,127 13.90 14,778 13.69 16,590
Nifty 50(Additional Benchmark TRI*) 4.64 10,464 12.48 14,230 7.07 13,095
NAV (Rs.) Per Unit (16.5896 as on 31-Dec-2018) 18.1756 11.2256 10.0000

Date of inception: 21-Jan-15. ● 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. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth Option. Different plans have different expense structure. ● Mr. Gautam Sinha Roy is the Fund Manager for equity component since inception; ● Mr. Siddharth Bothra is the Co-Fund Manager for equity component since 26- Dec- 2016 and Mr. Abhiroop Mukherjee is the Fund Manager for debt component since inception. ● The scheme has been in existence for less than 5 years. ● *The performance of all the schemes of Motilal Oswal Mutual Fund is Benchmarked to the Total Return variant of respective Index chosen as Benchmark as against Price Return variant of respective Benchmark Index.

To know the performance of the Schemes managed by same Fund Managers click here.

Data as on 31-Dec-2018


1 Year      Since Inception
CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000
Motilal Oswal Dynamic Fund -0.84 9,916 8.07 11,916
CRISIL Hybrid 35+65 – Aggressive index 2.84 10,284 9.56 12,291
Nifty 50 (Additional benchmark) 4.64 10,464 11.67 12,833
NAV (Rs.) Per Unit ( 11.9163 : as on 31-Dec-2018) 12.02 10.0000

Date of inception: 27-Sep-2016 ● 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. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth Option. Different plans have different expense structure. ● Mr. Gautam Sinha Roy is the Fund Manager for equity component since 23-Nov-2016; ● Mr. Siddharth Bothra is the Co-Fund Manager for equity component since 23-Nov-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. ● *The performance of all the schemes of Motilal Oswal Mutual Fund is Benchmarked to the Total Return variant of respective Index chosen as Benchmark as against Price Return variant of respective Benchmark Index.

To know the performance of the Schemes managed by same Fund Managers click here.

Data as on 31-Dec-2018

Name of the Scheme This product is suitable for investors who are seeking*
Motilal Oswal Focused 25 Fund (MOF25) ● Return by investing in upto 25 companies with long term sustainable competitive advantage and growth potential
● Investment in Equity and equity related instruments subject to overall limit of 25 companies
Motilal Oswal Midcap 30 Fund (MOF30) ● Long-term capital growth
● Investment in equity and equity related instruments in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth
Motilal Oswal Multicap 35 Fund (MOF35) ● Long-term capital growth
● Investment in a maximum of 35 equity and equity related instruments across sectors and market capitalization levels.
Motilal Oswal Long Term Equity Fund (MOFLTE) ● Long-term capital growth
● Investment predominantly in equity and equity related instruments
Motilal Oswal Dynamic Fund (MOFDYNAMIC) ● Long term capital appreciation
● Investment in equity, derivatives and debt instruments

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.