Motilal Oswal Mutual Fund’s Guru Purnima Film “The Coach” Pays Homage to Everyday Mentors 
 
 
 Mumbai, 10 July, 2025: Motilal Oswal Mutual Fund (MOMF), equity-focused fund house, is marking Guru Purnima with the launch of “The Coach” - a moving new film that pays tribute to the mentors, guides, and Coaches who quietly shape destinies. 
 Set in the evocative world of a neighbourhood chess class, “The Coach” draws viewers into a story that goes far beyond the chessboard. The film follows a group of young players, a talented girl, a watchful father, and at its heart, a coach whose wisdom extends into life itself. As the narrative unfolds, audiences are gently reminded that the most valuable lessons often come from everyday interactions and thoughtful guidance—not just from textbooks or classrooms. 
 Speaking about the campaign, Sandeep Walunj, Group Chief Marketing Officer, Motilal Oswal Financial Services Ltd., said, “With ‘The Coach’, we celebrate the enduring impact of mentorship—those who know us and support us not only in everyday moments but also in shaping the values that lead to thoughtful decision-making. On this Guru Purnima, we salute these life coaches who inspire confidence and discipline. “The film forms part of Motilal Oswal AMC’s Investor Awareness Program (IAP) and is designed to emotionally connect with viewers while reinforcing the long-term value of guidance, discipline, and a long-term perspective —both in life and while making financial decisions. It also encourages early financial planning as part of a child’s overall development journey. The film is a key part of MOMF’s Investor Awareness Program (IAP), designed to forge an emotional connection with viewers and reinforce the importance of guidance, discipline, and long-term thinking —for both life and responsible financial behaviour. 
 
 Campaign Credits: 
 Sandeep Walunj – Group Chief Marketing Officer, MOFSL 
 Abhay Godbole - Head of Creative and Communication Excellence, MOFSL 
 Kartik Shinde – AVP, Marketing, MOFLS 
 Milind Khose – Manager, Marketing, MOAMC 
 
 Agency Details: De Works Communications Pvt. Ltd. (DWC) 
 Concept: Nilesh Vaidya 
 Director: Nitin Mali 
 Business Head: Rupali Pithwa 
 Production House: De Works Communications Pvt. Ltd. 
 
 Based in Mumbai, De Works Communications Pvt. Ltd. specializes in creating high-end visual content for the NBFC and BFSI sectors. Their expertise spans TVCs, DVCs, animation films, AVs, and graphics, offering integrated pre- to post-production services. Known for their innovative storytelling and impactful visuals, DWC brings ideas to life with precision and creativity. 
 
 Watch the video: <a href="https://www.youtube.com/watch?v=7ACQaUr94vc">https://www.youtube.com/watch?v=7ACQaUr94vc</a> 
 
 About Motilal Oswal Asset Management Company: 
 Motilal Oswal Group possesses a legacy in equities for over 3 decades. MOAMC is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors and has Mutual Fund, AIFs and Portfolio Management Services business. 
 
 Disclaimer: 
 This publication is pursuant to Investor Education and Awareness Initiative by Motilal Oswal Mutual Fund. This shall not be construed as offer to invest in any financial product or Scheme. The objective of this publication is restricted to informational purposes only. All investors have to go through a one-time KYC (Know Your Customer) process. For further details on KYC, Change of address, phone number, bank details etc. list of SEBI registered Mutual Funds and redressal of complaints including details about SEBI SCORES portal, visit link https://www.motilaloswalmf.com//New_Page/KYC-and-Redressal-of-Complaints/9. SMART ODR portal, visit link https://smartodr.in/login.&nbsp; Investors should invest only with SEBI registered Mutual Funds details of which can be verified on the SEBI website under “SEBI Intermediaries/ Market Infrastructure Institutions. 
 
 Mutual Fund investments are subject to market risks, real all scheme related documents carefully 
 For further details, contact: 
 
 Rohini Kute 
 Head, Corporate Communication, 
 Motilal Oswal Financial Services 
 Mob +919820196838 
 Mail: <a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a> 
 
 &nbsp;

Motilal Oswal Mutual Fund’s Guru Purnima Film “The Coach” Pays Homage to Everyday Mentors

Motilal Oswal Asset Management Company crosses ?1.5 Lakh Crores in AUM<o:p />
Strengthens Position as a Growth-Focused Fund House<o:p />
<o:p>&nbsp;</o:p>
Mumbai,July 1, 2025: Motilal Oswal Asset Management Company Limited (‘MOAMC’)has achieved a significant milestone with its Assets Under Management (AUM)crossing ?1.5 lakh crores across Mutual Funds (Active &amp; Passive), Portfolio Management Services (‘PMS’) and Category-III Alternative Investment Funds (‘AIFs’).<o:p />
<o:p>&nbsp;</o:p>
Over the past five years, MOAMC has delivered a robust 34% CAGR in AUM, rising from?35,180 crores in June 2020. This growth is anchored in the AMC’s clear and consistent focus on high-quality, earnings-led growth investing.<o:p />
MOAMC today serves ~79 lakh customers across 200+ locations in India and manages ~95 lakh unique folios across its product offerings. Its AUM composition includes ~?84,300 crores in Active Mutual Funds, ~?33,600 crores in Passive Mutual Funds, ~?15,000 crores in PMS, and ~?17,100 crores in AIFs, underscoring the company’s scale and multi-platform capabilities.<o:p />
The AMC has seen a steadily gained a share in incremental mutual fund flows. InF Y25, it captured a 7.8% share of net sales in Growth/Equity-oriented mutual fund schemes, up from 1.9% in FY24. Total net flows for FY25 stood at ?48,450 crores, with Systematic Investment Plans(SIPs) contributing ?9,256 crores.<o:p />
<o:p>&nbsp;</o:p>
This scale reflects the confidence that investors and distribution partners have shown in &nbsp;MOAMC’s distinct investment philosophy. The AMC has developed a focused approach as a growth-oriented asset manager, aiming to identify businesses with strong-earnings compounding businesses potential across emerging and underpenetrated segmentsof the market.<o:p />
<o:p>&nbsp;</o:p>
Mr.Navin Agarwal, Group Managing Director, Motilal Oswal Financial Services Ltd.(‘MOFSL’), said, “Crossing ?1.5 lakh crores in AUM is a significant milestone that reflects our commitment to equities and long-term investing. This achievement underscores the strength of our philosophy, backingquality businesses with sustainable growth potential. MOAMC’s trajectory results from disciplined execution and a sharp focus on building high-conviction, research-driven portfolios.”<o:p />
<o:p>&nbsp;</o:p>
Mr.Prateek Agrawal, MD &amp; CEO, MOAMC, said, “Reaching?1.5 lakh crores in AUM reflects our clients'' conviction in our high-quality,high-growth investment philosophy, and the relentless execution by our talented teams. Our focus remains on identifying scalable businesses with sustainable earnings momentum and building high-conviction portfolios meaningfully differentiated from the index.”<o:p />
<o:p>&nbsp;</o:p>
“We thank our investors for the confidence they have place din us and remain committed to helping them achieve their long-term financial goals. This milestone inspires us to innovatefurther, expand our reach, and deepen client relationships as we step into the next phase of growth,” added Mr Prateek Agrawal.<o:p />
<o:p>&nbsp;</o:p>
MOAMC has been at the forefront of financial innovation, expanding its offerings across mutual funds, PMS, AIFs, ETFs and international strategies. MOAMC remains focused on the future, guided by its investment philosophy and commitment to long-term investing.” <o:p />
<o:p>&nbsp;</o:p>
With this milestone, MOAMC reaffirms its commitment to delivering differentiated outcomes,backed by clarity of philosophy, strong research, and conviction-led execution.<o:p />
<o:p>&nbsp;</o:p>
About MOAMC:<o:p />
Motilal Oswal Group possesses a legacy of over 30 years in equities. MOAMC, incorporated on November 14, 2008, is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It provides investment management and advisory services across Mutual Funds, PMS, and AIFs for domestic and global investors,as permitted under applicable regulations. 
 
Source: MOAMC<o:p />
<o:p>&nbsp;</o:p>
Disclaimer:&nbsp;This release has been issued on the basis of internal data, publicly available information and other sources believed to be reliable.The information contained in this document is for general purposes only and nota complete disclosure of every material fact. The Stocks (if any) mentioned herein is for explaining the concept and shall not be construed as an investment advice to any party. The information / data herein alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions, figures, estimates and data included in this article areas on date. The article does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. The statements contained herein may includes tatements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. The AUM figures include assets under management across Mutual Funds (Active and Passive), PMS, and Category-IIIAIFs. AUM growth is not indicative of scheme performance or investor returns. &nbsp;The usage of the terms Hi-Quality and Hi-Growth Portfolios purely depicts Motilal Oswal AMC’s internal fund management strategy/ process which is based on qualitative and quantitative research parameters. However, it does not offer any guarantee on returns.&nbsp; This is a sectoral fund focused on the services sector and excludes manufacturing companies. Performance may vary significantly from the broader market and involves sector-specific risks. Past performance or sector trends do not guarantee future returns. Readers shall befully responsible/liable for any decision taken on the basis of this article.&nbsp; <o:p />
&nbsp;<o:p />
Assets Under Management as on 31st March 2025 (in Lakhs) includes: Liquid Fund: 98,340.58 | Debt: 51,704.82 |Hybrid: 160,032.60 | Equity: 6518806.91 | Solution Oriented Schemes: 0 | Index Funds: 1,671,400.04 | Gold ETF: 0 | Other ETF: 969,532.24 | FOF Overseas:2,911.51 Geographical Spread (%): Top 5 Cities: 52.27 | Next 10 Cities: 12.80 |Next 20 Cities: 6.25 | Next 75 Cities: 7.70| Others: 20.99.<o:p />
 
MutualFund investments are subject to market risks. Read all scheme related documents carefully. 
 
For further details, contact: 
Rohini Kute 
Head of Group Corporate Communication, 
Motilal Oswal Financial Services 
Mobile: 9820196838 
Mail: rohini.kute@motilaloswal.com<o:p />

Motilal Oswal Asset Management Company crosses 1.5 Lakh Crores in AUMStrengthens Position as a Growth-Focused Fund House

Motilal Oswal AMC Launches New Campaign “The Growth Managers” 
 
 Mumbai, 23rd June 2025: Motilal Oswal Asset Management Company (MOAMC), India’s dedicated equity-focused fund house, today announced the launch of its integrated brand campaign titled “The Growth Managers” — a strategic initiative that showcases its dedicated approach to building high-quality, growth-oriented equity portfolios for Indian investors.
 

 As India’s mutual fund industry continues its steep growth trajectory with assets under management (AUM) surging from about ₹15 lakh crore to over ₹72 lakh crore in the last decade, Motilal Oswal AMC has carved out a differentiated space by staying exclusively focused on equities. The AMC has leveraged its decades of equity research and disciplined investment philosophy to deliver long-term outcomes for investors.
 While the mutual fund industry witnessed a 36% rise in folios over the past year, Motilal Oswal AMC grew exponentially, with a 218% increase, nearly seven times the industry growth rate. This surge reflects a rising investor preference for focused, research-backed, equity-driven solutions. 
 

 At the heart of the brand campaign lies a core belief:
 “High Quality. High Growth — Benefit from Both.”
 This philosophy drives MOAMC’s approach of identifying businesses with consistent earnings, strong leadership, and sound valuations, while maintaining prudent risk management. The result is a suite of portfolios built with care, conviction, and clarity.
 The product campaign highlights three flagship funds: Motilal Oswal Large &amp; Midcap Fund for a blend of established and emerging companies, Motilal Oswal Multi cap Fund for balanced diversification across market caps, and Motilal Oswal Flexi Cap Fund for dynamic, opportunity-driven investing without cap constraints.
 Launching today, the six-week campaign will span digital media, print, and influencer-led storytelling. The objective is to build deeper awareness around MOAMC’s differentiated offerings and encourage informed, long-term investing among retail and HNI audiences.
 

 Sandeep Walunj, Group Chief Marketing Officer, Motilal Oswal Financial Services, said:
 &quot;This campaign not only appropriates the ''Growth Manager'' positioning for our brand but also highlights three of our flagship funds that reflect the essence of our investment DNA. Through sharp storytelling and platform-focused rollouts, we aim to build both brand identity and investor conviction.”
 

 Prateek Agrawal, MD &amp; CEO, Motilal Oswal Asset Management Company, added:
 &quot;As an equity-focussed AMC, our commitment has always been to deliver thoughtfully constructed portfolios built on rigorous research. Our belief is that markets follow sustained earnings growth and portfolios built with high quality and sustained growth in earnings focus can aim for better outcomes over a period of time.
 

 India offers several young high-growth spaces which enables the same. High growth focus results in a portfolio construct which is very different from benchmarks and hence may have differentiated outcomes vs the index. We believe our positioning and portfolio construct would appeal to long term investors. While markets can be volatile, our message is clear: High-quality high sustained growth investing aims to support favourable long term outcomes. Our campaign is about celebrating that philosophy and the trust that increasing number of investors are placing in us.&quot;
 

 
 Watch the video: <a href="https://www.youtube.com/watch?v=Zo0DHH-_wgE">https://www.youtube.com/watch?v=Zo0DHH-_wgE</a>
 --------------------------------------------------------------------------------------------------------------------------------------
 About Motilal Oswal Asset Management Company: 
 Motilal Oswal Group possesses a legacy in equities for over 3 decades. MOAMC is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors and has Mutual Fund, AIFs and Portfolio Management Services business.
 Source: AMFI, MOAMC
 
 Disclaimer:
 This article has been issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material fact. The Stocks (If any) mentioned herein is for explaining the concept and shall not be construed as an investment advice to any party. The information / data here in alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions, figures, estimates and data included in this article are as on date. The article does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. The statements contained herein may include statements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Readers shall be fully responsible/liable for any decision taken on the basis of this article. Please refer to respective scheme documents for risk-o-meter, benchmark, and other scheme-related information
 Mutual Fund investments are subject to market risks, real all scheme related documents carefully
 <img src="file:///C:/Users/RICKYL~1/AppData/Local/Temp/msohtmlclip1/01/clip_image002.png" style="width: 903px; height: 348px;" />
 <img src="file:///C:/Users/RICKYL~1/AppData/Local/Temp/msohtmlclip1/01/clip_image004.png" style="width: 902px; height: 343px;" />
 <img src="file:///C:/Users/RICKYL~1/AppData/Local/Temp/msohtmlclip1/01/clip_image006.png" style="width: 902px; height: 404px;" />
 For further details, contact: 
 Rohini Kute
 Head, Corporate Communication,
 Motilal Oswal Financial Services
 Mob +919820196838
 Mail: <a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a>
 
 &nbsp;

Motilal Oswal AMC Launches New Campaign “The Growth Managers”

PRESS RELEASE 
 
 Motilal Oswal Mutual Fund (‘MOMF’) Launches ‘Motilal Oswal BSE 1000 Index Fund’ 
 The NFO opens on June 5, 2025 and closes on June 19, 2025 
 First to launch an index fund based on BSE 1000 Total Return Index 
 
 Mumbai, 4th June 2025: Motilal Oswal Mutual Fund (’MOMF’) has announced the launch of its latest new fund offer “Motilal Oswal BSE 1000 Index Fund”. The fund is an open-ended fund replicating/tracking the BSE 1000 Total Return Index, India’s First Index fund tracking BSE 1000 Total Return Index, representing top 1000 listed companies - offering a wide market representation within a single index. 
 
 Motilal Oswal BSE 1000 Index Fund provides broad-based exposure to India’s equity markets by tracking the BSE 1000 Total Return Index, which covers approximately 94% of the country’s listed market capitalization. The index includes companies across large, mid, small, and micro-cap segments, representing diverse sectors and industries -from traditional industries to cutting-edge technology. 
 
 It offers exposure to a mix of established market leaders and emerging companies across 22 sectors, with the top-10 stock weight capped at ~33%, thereby helping to reduce concentration risk. The index also includes micro-cap companies, whose market capitalization and liquidity have grown approximately 5× and 14× respectively over the past five years. All within a passive, free-float weighted structure with semi-annual rebalancing. 
 
 Key Fund Details: 
 NFO Period: June 5, 2025 to June 19, 2025 
 Investment Objective: The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by BSE 1000, subject to tracking error. However, there can be no assurance or guarantee that the investment objectives of the scheme will be achieved. 
 Benchmark: BSE 1000 Total Return Index 
 Investor Profile: This product is suitable for investors who are seeking long-term capital growth and return that corresponds to the BSE 1000 Total Return Index, subject to tracking error. 
 Minimum application: 
 During the NFO and ongoing Bases: 
 For Lump sum: ₹ 500 and multiples of ₹ 1 thereafter. 
 For the Systematic Investment Plan (SIP), the minimum instalment amount, frequency, number of instalments, and choice of SIP date/day are different and as specified in the Scheme Information Document. 
 Exit load: 
 1 % - If redeemed on or before 15 days from the allotment. 
 Nil - thereafter. 
 
 According to MOAMCs internal research, India is expected to continue on a strong growth trajectory, supported by strong fundamentals, supportive policies, and robust domestic demand. The International Monetary Fund (‘IMF’) projects India’s GDP growth at 6.2% in 2025 and 6.3% in 2026 economies. This growth is aligned with India’s “Viksit Bharat 2047” vision, which aims to transform the country into a fully developed, high-income nation by 2047, with a targeted GDP of $23–$35 trillion and per capita income of $15,000–$20,000. As India progresses in areas like technology, manufacturing, energy, and infrastructure, opportunities are likely to arise across multiple sectors. A diversified portfolio like the BSE 1000, encompassing a wide range of listed companies, offers investors a structured way to participate in this evolving growth landscape. 
 
 Pratik Oswal, Chief of– Passive Business, Motilal Oswal Asset Management Company (‘MOAMC’): 
 “We are proud to launch India’s first index fund tracking the BSE 1000 Total Return Index, giving investors access to India’s largest and most inclusive equity index. This fund aims to captures the performance of 1,000 companies spanning large, mid, small, and micro-cap companies across 22 sectors. It provides a diversified exposure to India’s corporate sector and is a natural evolution for investors seeking a passive investment option. As pioneers in passive investing, our goal is to offer simple, low-cost, and scalable investment options, and this launch aligns with that objective.” 
 
 Prateek Agrawal, MD &amp; CEO, Motilal Oswal Asset Management Company (‘MOAMC’): 
 “India’s growth story is gaining real momentum, fueled by strong domestic demand, policy reforms, and growing confidence in capital markets. As growth managers, we focus on identifying long-term structural trends and building portfolios that capitalise on India’s evolving economic landscape. The Motilal Oswal BSE 1000 Index Fund is an extension of our philosophy, offering investors access to a diverse range of listed companies in India across various sectors and market capitalisations. It is a simple, yet effective way to participate in India’s long-term growth through a diversified and resilient framework.”&nbsp; 
 
 Ashutosh Singh, Managing Director &amp; CEO of Asia Index, added “At Asia Index Pvt. Ltd., we continue to develop market indices to reflect evolving nature of the capital market landscape and meet the changing needs of multiple stakeholders.&nbsp; BSE 1000, the 1st such Index, is a step towards recognizing the deepening capital market in the country as this index is designed to reflect the diversity and dynamism of our corporate sector representing industry leaders as well as emerging businesses. 
 
 We congratulate Motilal Oswal Asset Management Company (‘MOAMC’) on the launch of Motilal Oswal BSE 1000 Index Fund benchmarked to BSE 1000 Total Return Index. This initiative aims to enhance retail and institutional investor access to a broad-based representation of India’s equity markets, as the index covers ~94% of the listed space” 
 
 The fund will be managed by Mr. Swapnil Mayekar (Fund Manager – Equity component), Mr. Dishant Mehta (Associate Fund Manager-Equity Component) and Mr. Rakesh Shetty (Fund Manager - Debt Component). 
 <img src="file:///C:/Users/SHRUTI~1/AppData/Local/Temp/msohtmlclip1/01/clip_image001.png" /> 
 
 The above Product labelling assigned during the NFO is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made. 
 
 Scheme-specific risk factors are detailed in the Scheme Information Document (SID) of the fund available at: <a href="https://www.motilaloswalmf.com/CMS/assets/uploads/Documents/44c65-sid-motilal-oswal-bse-1000-index-fund-clean.pdf?_gl=1*p3mpyw*_up*MQ..*_gs*MQ..&gclid=Cj0KCQjwotDBBhCQARIsAG5pinO_luM5xD20zc6jrlqaHiRNwQHirKEvi_WJGrdHrNrLov8wgpuPD9IaAl11EALw_wcB&gbraid=0AAAAACmSPcjEnG-GQO0whxdP679Qeann9">https://www.motilaloswalmf.com/CMS/assets/uploads/Documents/44c65-sid-motilal-oswal-bse-1000-index-fund-clean.pdf?_gl=1*p3mpyw*_up*MQ..*_gs*MQ..&amp;gclid=Cj0KCQjwotDBBhCQARIsAG5pinO_luM5xD20zc6jrlqaHiRNwQHirKEvi_WJGrdHrNrLov8wgpuPD9IaAl11EALw_wcB&amp;gbraid=0AAAAACmSPcjEnG-GQO0whxdP679Qeann9</a> 
 
&nbsp; 
 
 About Motilal Oswal Asset Management Company: 
 Motilal Oswal Group possesses a legacy in equities for over 3 decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors based within and outside India and has Mutual Funds, AIFs and Portfolio Management Services business. 
 
 Source: MOAMC; NSE; BSE; Bain; IMF; AMFI 
 Disclaimer: This release has been issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material fact. The Stocks (if any) mentioned herein is for explaining the concept and shall not be construed as an investment advice to any party. The information / data herein alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions, figures, estimates and data included in this article are as on date. The article does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. The statements contained herein may include statements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Readers shall be fully responsible/liable for any decision taken on the basis of this article. The scheme involves risks related to equity market volatility and exposure across large-cap, mid-cap, and small-cap stocks. Small-cap stocks may experience higher price fluctuations and lower liquidity. Past performance or sector trends do not guarantee future returns. &nbsp; 
 Mutual Fund investments are subject to market risks, read all scheme related documents carefully. 
 
 For further details contact: 
 Rohini Kute 
 Head, Corporate Communication, 
 Motilal Oswal Financial Services 
 Mail: rohini.kute@motilaloswal.com 
 
 &nbsp;

Motilal Oswal Mutual Fund (‘MOMF’) Launches ‘Motilal Oswal BSE 1000 Index Fund’The NFO opens on June 5, 2025 and closes on June 19, 2025First to launch an index fund based on BSE 1000 Total Return Index

PRESS RELEASE 
 Motilal Oswal Mutual Fund (MOMF) Launches ‘Motilal Oswal Services Fund’
 The NFO opens on 20th May 2025 and closes on 3rd June 2025 
 Mumbai, 19th May 2025: Motilal Oswal Mutual Fund (‘MOMF’) has announced the launch of its latest new fund offer “Motilal Oswal Services Fund.” The fund is an open-ended equity scheme investing in the services sector. 
 
 Key Fund Details: 
 
&nbsp; 
 
 NFO Period: 20th May 2025 to 3rd June 2025 
 
 Investment Objective: The primary objective of the Scheme is to generate long-term capital appreciation by investing in equity or equity related instruments across market capitalization of companies derive the majority of their income from business in the Services sector of the economy. However, there can be no assurance that the investment objective of the scheme will be realized. 
 
 Benchmark: Nifty Services Sector Total Return Index 
 
 Portfolio Strategy: The scheme aims to generate long-term capital appreciation by investing in equity or equity related investments of companies that are engaged directly or indirectly or expected to benefit from the growth and development of the Services sector in India. 
 
 According to MOAMCs internal research, India’s services sector has emerged as the most consistent and resilient contributor to the country’s Gross Value Added (GVA), reflecting stable performance. Between FY23 and FY25, the sector achieved growth of 8.3%, underpinned by a surge in services exports, which accelerated to 12.8% in April–November FY25 from 5.7% in FY24. The sector’s significance is further highlighted by its massive 109-fold increase in contribution to total GVA since FY14. As a share of total GVA, the sector grew from 52% in FY16 to 55% in FY24, peaking at 56% in FY23. This highlights the services sector’s growing role in India’s economic output and its contribution to employment,, currently supporting nearly 30% of the workforce. On the global stage, India ranks 7th in services exports, with 4.3% share. Notably, the sector has remained in the expansionary zone for 41 consecutive months since August 2021, underscoring its stability and long-term growth potential. 
 
 Prateek Agrawal, MD &amp; CEO, Motilal Oswal Asset Management Company said, “India’s services sector has consistently demonstrated strong and resilient growth, emerging as a key driver of the country’s economic development. With its rising contribution to GDP, robust export potential, and growing digital and consumer-driven demand, we believe the sector may offer compelling long-term investment opportunities. Our new Sectoral fund is designed to tap into this structural growth story and enable investors to gain exposure to the services-led transformation of India’s economy.” 
 
 Bhalachandra Shinde, Associate Fund Manager, Motilal Oswal Mutual Fund said, “Services sector encompasses aa wide range of industries—benefiting from rising incomes, urbanization and digital adoption. With structural tailwinds and improving export competitiveness, we see long-term potential across this sector. The fund will be benchmarked against Nifty Services Sector Total Return Index (TRI) which has shown an upward trend over the 11-year. From an initial level around 1000 in April 2014, the index has steadily increased, reaching a level of 4518 by April 2025. Our investment approach will focus on identifying quality businesses with scalable models and strong fundamentals that are well-positioned to benefit from this sector.” 
 
 The fund will be managed by Mr. Bhalachandra Shinde (Associate Fund Manager-Equity Component), Mr. Ajay Khandelwal and Mr. Atul Mehra(Fund Managers – Equity component), Mr. Rakesh Shetty (Fund Manager - Debt Component), and Mr. Sunil Sawant (Fund Manager - Overseas Securities). 
 
 <img src="file:///C:/Users/RICKYL~1/AppData/Local/Temp/msohtmlclip1/01/clip_image001.png" /> The above Product labelling assigned during the NFO is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made. 
 
 Scheme-specific risk factors are detailed in the Scheme Information Document (SID) of the fund available at: <a href="https://www.motilaloswalmf.com/CMS/assets/uploads/Documents/d3831-1.-annexure-i-nfo-sid-motilal-oswal-services-fund_clean.pdf">https://www.motilaloswalmf.com/CMS/assets/uploads/Documents/d3831-1.-annexure-i-nfo-sid-motilal-oswal-services-fund_clean.pdf</a> 
 
&nbsp; 
 
 
 About Motilal Oswal Asset Management Company: 
 Motilal Oswal Group possesses a legacy in equities for over 3 decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors based within and outside India and has Mutual Funds, AIFs and Portfolio Management Services business. 
 
 Disclaimer: This release has been issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material fact. The Stocks (if any) mentioned herein is for explaining the concept and shall not be construed as an investment advice to any party. The information / data herein alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions, figures, estimates and data included in this article are as on date. The article does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. The statements contained herein may include statements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Readers shall be fully responsible/liable for any decision taken on the basis of this article. This is a sectoral fund focused on the services sector and excludes manufacturing companies. Performance may vary significantly from the broader market and involves sector-specific risks. Past performance or sector trends do not guarantee future returns. &nbsp; 
 
 Mutual Fund investments are subject to market risks, read all scheme related documents carefully. 
 
 For further details contact: 
 Rohini Kute 
 Head, Corporate Communication, 
 Motilal Oswal Financial Services 
 Mobile: 9820196838 
 Mail: rohini.kute@motilaloswal.com 
 
 &nbsp;

Motilal Oswal Mutual Fund (MOMF) Launches ‘Motilal Oswal Services Fund’

This Valentine’s Day, commit to ‘The One’ that Truly Matters: Motilal Oswal AMC’s Campaign on SIP
 

 
 Mumbai, 10th February 2025: Motilal Oswal Asset Management Company (‘MOAMC’) has launched a Valentine Day campaign towards educating investors in building financial future with Systematic Investment Plans (‘SIPs’). The said campaign ‘encourages individuals to make a different kind of commitment—one that lasts a lifetime, through disciplined investing in mutual funds.
 

 
 In its latest digital campaign, MOAMC presents a heart-warming yet insightful film that redefines the idea of commitment, emphasizing the importance of financial security through SIPs. The campaign film follows the story of two roommates, Prachi and Aashi, as they navigate the excitement of Valentine’s Day. While Aashi prepares for a romantic evening, Prachi surprises her with an unexpected commitment—not to a partner, but to her future. She has chosen to invest in a SIP, ensuring financial stability and long-term growth.
 

 Speaking on the campaign Sandeep Walunj, Group CMO, Motilal Oswal Financial Services Ltd said, “Love and relationships evolve, but financial security is something you can always count on. Our Valentine’s Day campaign reinforces the importance of investing early and consistently through SIPs, ensuring that individuals can fulfil their long-term goals—whether it’s traveling, buying a home, or achieving financial independence.&quot; 
 

 Through witty and relatable storytelling, the film encourages young investors to prioritize financial planning. It highlights SIPs as a simple, stable, and trustworthy way to create wealth over time. 
 In the past year, Motilal Oswal AMC campaigns have highlighted the importance of financial planning and SIPs through a series of impactful films. The new campaign follows MOAMC''s earlier investor education campaigns for Republic Day, New Year, Diwali, Raksha Bandhan, and Children''s Day.
 

 
 YouTube Link: <a href="https://youtu.be/GDzUrTcUnHo?si=RWa_d5h1Uw0vhL6S">https://youtu.be/GDzUrTcUnHo?si=RWa_d5h1Uw0vhL6S</a> 
 

 
 Campaign Credits
 Sandeep Walunj, Group Chief Marketing Officer, MOFSL
 Abhay Godbole, Head of Creative and Communications Excellence, MOFSL
 Milind Khose, Manager - Marketing, MOAMC
 Kartik Shinde, AVP – Marketing, MOFSL
 

 
 
 
 About Motilal Oswal AMC:
 Motilal Oswal Group possesses legacy in equities for over 3 decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors based within and outside India and having AIF’s, Portfolio Management Services business and Mutual Funds.
 

 
 
 
 
 
 
 
 For further details, contact: 
 Rohini Kute
 Head, Corporate Communication,
 Motilal Oswal Financial Services
 Mob +919820196838
 Mail: <a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a>
 

 
 Disclaimer - 
 This publication is pursuant to Investor Education and Awareness Initiative by Motilal Oswal Mutual Fund. This shall not be construed as offer to invest in any financial product or Scheme. The objective of this publication is restricted to informational purposes only. All investors have to go through a one-time KYC (Know Your Customer) process. For further details on KYC, Change of address, phone number, bank details etc. list of SEBI registered Mutual Funds and redressal of complaints including details about SEBI SCORES portal, visit link https://www.motilaloswalmf.com//New_Page/KYC-and-Redressal-of-Complaints/9. SMART ODR portal, visit link https://smartodr.in/login.&nbsp; Investors should invest only with SEBI registered Mutual Funds details of which can be verified on the SEBI website under “SEBI Intermediaries/ Market Infrastructure Institutions. Investments in securities market are subject to market risks, read all relevant documents carefully.
 

 
 Mutual Fund investments are subject to market risks, real all scheme related documents carefully.

This Valentine’s Day, commit to ‘The One’ that Truly Matters: Motilal Oswal AMC’s Campaign on SIP

Mutual Fund Industry has grown greater than 6 times in the last 10 years, says Motilal Oswal AMC Study
<table cellspacing="0" cellpadding="0" align="justify" style="border-left: 1px solid black; border-top: 1px solid black;">
<tbody>
<tr>
<td valign="top" style="border-right: 1px solid black; border-bottom: 1px solid black;">Key Takeaways from the report:&nbsp; 
<ul>
<li>Q3FY25 Review:&nbsp;The mutual fund (MF) industry welcomed net inflows of&nbsp;198k Cr, spearheaded by Equity funds, particularly in the active segment. This quarter saw the launch of&nbsp;84 new schemes,&nbsp;which garnered around&nbsp;24.8k Cr.</li>
<li>Active Flexi Cap and Mid Cap Funds Shine: In the Equity segment,&nbsp;Broad Based&nbsp;funds stole the spotlight, capturing over 69% of the net inflows in this category.&nbsp;Thematic&nbsp;Funds saw decline in net flows, while&nbsp;Factor&nbsp;&amp;&nbsp;Sector&nbsp;funds recorded increase in flows.</li>
<li>Active Constant Maturity funds drive inflows: Debt funds experienced net inflows amounting to&nbsp;38k Cr, primarily driven by&nbsp;Liquid&nbsp;funds. Passively managed&nbsp;Target Maturity&nbsp;funds saw significant outflows of around&nbsp;8k Cr.</li>
<li>Traction Continues in Hybrid Funds:&nbsp;Multi Asset&nbsp;funds lead with net inflows of&nbsp;9.3k Cr, followed by&nbsp;Balanced Advantage&nbsp;funds (4.8k Cr).</li>
<li>International Funds Continue Pause: Investors increasingly shied away from international funds with minimal flows in the segment.</li></ul> 
</td></tr></tbody></table><img src="file:///C:/Users/RICKYL~1/AppData/Local/Temp/msohtmlclip1/01/clip_image002.png" align="left" hspace="12" /> 
Mumbai, 30th&nbsp;January 2025:&nbsp;According to ‘Where the money flows’ study by Motilal Oswal Asset Management Company (MOAMC), India''s asset management industry has witnessed a remarkable growth of &gt;6X in the last 10 years, with its assets under management (AUM) growing to INR 66.93 lakh crore in December 2024 compared to INR 10.51 Lakh crore in December 2014. The Study reveals that Passive Funds AUM grown to INR 10.85 lakh crore with total of 16% Market Share, while Active Funds AUM stands at INR 56.08 lakh crore as of December 2024. 
 
The study ‘Where the money flows’ aims to present a snapshot, highlighting the dynamic shifts and patterns that have shaped the mutual fund landscape in the past quarter. As per the study, Equities take away majority of the share with 60.19% of total AUM, followed by 26.77% in Debt, 8.58% in Hybrid and 4.45% in others. 
Prateek Agrawal, MD &amp; CEO, Motilal Oswal Asset Management Company Ltd said, “India’s mutual fund industry has seen remarkable growth, with AUM reaching ~?67 lakh crore, driven by economic progress and rising financial literacy. This expansion reflects the industry’s ability to meet diverse investor needs and strengthen the financial ecosystem. Innovation, technology, and tailored investment solutions will be key to sustaining growth and navigating future opportunities.” 
 
Pratik Oswal, Chief of Business Passive Funds, Motilal Oswal Asset Management Company Ltd&nbsp;said, “Gaining clarity on the movement of funds within financial markets is essential for making strategic and informed investment decisions. Our latest report comprehensively examines cash flow trends and investor behavior within the mutual fund industry for the quarter ending December 2024, showing remarkable 6x growth in AUM over the past decade, reaching ?66.93 lakh crore. These insights highlight emerging patterns, such as the dominance of Active Flexi Cap and Mid Cap funds, the rise of Passive Funds to a 16% market share, and may help in anticipating market shifts while aligning our strategies with evolving investor preferences.&quot;&nbsp; 
 
 
Equity funds take a front seat 
The MF Industry recorded&nbsp;net inflows&nbsp;of approximately&nbsp;?199k Cr&nbsp;in the quarter.&nbsp;Equity&nbsp;and&nbsp;debt&nbsp;collectively account for&nbsp;67%&nbsp;and&nbsp;19%&nbsp;of the quarterly flows, respectively. 
Active Equity&nbsp;led the way with net inflows of about&nbsp;?105K Cr, followed by&nbsp;?29K Cr&nbsp;in&nbsp;Passive Equity.&nbsp;Active Debt&nbsp;funds experienced net inflows of approximately&nbsp;?47K Cr,&nbsp;while&nbsp;Passive Debt&nbsp;funds&nbsp;recorded net outflows of around&nbsp;?9K Cr. 
 
Investors preferred Broad Based funds 
Broad-Based funds accounted for approximately 69% of market share, capturing the majority of equity net inflows. The share of Active Broad-Based funds rose from 57% to 70% on a quarter-on-quarter basis (QoQ), while share of Passive Broad Based Funds declined from 90% to 66% QoQ. 
Among Active Equity, Thematic funds saw decline in net inflows from previous quarter, settling at ?14K Cr. In Passive Equity, the decline in Broad-Based flows was offset by an increase in net inflows into Factor and Sector funds, which accounted for 22% and 10% of net inflows in this quarter, respectively. 
 
Flexi Caps lead the Broad-Based segment 
Investors preferred Active Flexi Cap &amp; Mid Cap funds, each taking away around ?15k Cr net inflows.&nbsp; Investors continued to prefer Passives for their Large Cap allocations with the category receiving ~84% of net inflows. However, there was a slight decline in the share of flows, which shifted towards the Mid-Cap and Small-Cap segments. 
 
Investors preferred Consumption &amp; Infrastructure in the Thematic segment 
Overall, net inflows in thematic mutual funds declined from around ?17K Cr to ?14K Cr. Consumption and Infrastructure received significant inflows in the thematic space and accounted for ?4.5K Cr. Passively managed Thematic funds saw emergence of new themes like Capital Markets, EV and Tourism. 
 
Active Constant Maturity drive net inflows 
Constant Maturity funds dominated the inflows, making up around ?37k Cr, overall. This was followed by categories like Corporate Bond and Gilt, receiving inflows of around ?6k Cr and ?4k Cr respectively. Target Maturity funds, on the other hand, recorded net outflows of around ?8K Cr. 
 
Liquid funds drive Estimated Net Flows 
Overall, Liquid funds constituted around 41% net flows, totaling at ?15k Cr. This was followed by Low Duration &amp; Ultra Short Duration categories, receiving inflows of ?7.5k Cr and ?7k Cr respectively. Generally, investors use debt funds with maturity up to 1 year to park excess cash in the short term leading to high volatility in inward &amp; outward flows. The share of net inflows of Money Market funds declined from 27% to 9% (QoQ). 
 
Multi Asset funds continue to see strong traction 
Multi Asset funds led the Hybrid category, securing 48% of the net inflows, followed by Balanced Advantage (25%) funds. The share of net inflows for Equity Savings funds declined from 26% to 15%, while Aggressive Hybrid funds experienced a notable increase in their share, rising from 4% to 12% on a QoQ basis. 
 
International Funds see continued pause in inflows 
The international category experienced minimal flows across segments, largely due to restrictions on new investments in such schemes imposed by the RBI threshold. Active Broad-Based and Passive Broad-Based funds each recorded net inflows of ?0.1k Cr. Passively managed thematic international Funds saw net outflows of ?0.3K Cr. 
 
About Motilal Oswal AMC 
Motilal Oswal Group possesses legacy in equities for over 3 decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors based within and outside India and having AIF’s, Portfolio Management Services business and Mutual Funds. 
 
For further details contact: 
Rohini Kute 
Head, Corporate Communication, 
Motilal Oswal Financial Services 
Mobile: 9820196838 
Mail:&nbsp;<a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a> 
Data as of 31-Dec-24. 
 
Source:AceMF, AMFI, MOAMC. 
 
Disclaimer: 
This release has been issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material fact. The Stocks (if any) mentioned herein is for explaining the concept and shall not be construed as an investment advice to any party. The information / data herein alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions, figures, estimates and data included in this article are as on date. The article does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. The statements contained herein may include statements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Readers should note that all the data &amp; figures mentioned in the below report are estimates and may not be in-line with actual cash flows in the industry and shall be fully responsible/liable for any decision taken on the basis of this article. The data is sourced from a third-party vendor &amp; all Net Flows are calculated after adjusting monthly returns on the fund AUM. Motilal Oswal AMC is in no way responsible for the accuracy of the data. Investments in securities market are subject to market risks, read all relevant documents carefully.&nbsp; 
 
 
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Mutual Fund Industry has grown greater than 6 times in the last 10 years, says Motilal Oswal AMC Study

Motilal Oswal Mutual Fund launches ‘Motilal Oswal Innovation Opportunities Fund’
 - NFO opens on 29th January and closes on 12th February, 2025
 
 Mumbai, 29th January 2025: Motilal Oswal Mutual Fund (‘MOMF’) has announced the launch of its latest new fund offer (NFO), ‘Motilal Oswal Innovation Opportunities Fund’. The new fund by MOMF is an open-ended equity scheme following innovation theme. 
 
 

 Key Fund Details:
 NFO Period: 29th January 2025 to 12th February 2025
 Investment Objective: To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies that will benefit from the adoption of innovative strategies or following the innovation theme. However, there can be no assurance that the investment objective of the scheme will be realized.
 Benchmark: Nifty 500 Total Return Index Portfolio Strategy: The fund is market cap agnostic and will invest in upto *~35 stocks with High Active Share and High Conviction
 *~As per current FM Strategy
 

 Investor Profile: The fund is suitable for investors who are seeking capital appreciation over long-term by investing predominantly in equity or equity related investments of companies that will benefit from adoption of innovative strategies or following the innovation theme.
 
 Motilal Oswal Innovation Opportunities Fund adopts a forward-thinking approach, identifying unique opportunities and capitalizing emerging trends ahead of the market curve. The Fund utilizes a bottom-up investment strategy, with the portfolio positioned as ''Anti-Fragile,'' designed to withstand and potentially benefit from market volatility and disruption. It focuses on investing in disruptive companies driven by innovation, with a concentrated portfolio of approximately 35 high-conviction stocks.
 

 
 
 Prateek Agrawal, MD &amp; CEO, Motilal Oswal Asset Management Company Ltd (MOAMC), said “India is making remarkable strides in innovation, climbing from **66th position in 2013 to 39th in 2024 on the Global Innovation Index and securing #3rd place in the Global Unicorn Index. This progress is driven by developments in digital transformation, a thriving start-up ecosystem, the adoption of green energy, and government schemes such as PLI and Make in India. We believe that with the right demographics and changing consumer needs driven by convenience and high disposable income, India is poised to reach the cusp of innovation, unlocking investment opportunities in disruptive and innovative companies.”
 

 
 
 Niket Shah, Chief investment Officer, Motilal Oswal Mutual Fund, said, “Our innovation fund is designed for investors seeking exposure to transformative opportunities in India''s growth story. It aims to capitalize on opportunities or challenges faced by companies, sectors, or the economy, aiming to leverage temporary disruptions driven by our strong research expertise. It will follow a disciplined investment approach based on our Quality, Growth, Longevity, and Price (‘QGLP’) philosophy, prioritizing a minimum threshold set for ROCE/ROE to ensure sustainable growth by investing in themes identified by investment team collectively. Currently, the fund will have 65% representation in house themes, 25% allocation outside house themes, and a 10% provision for risk mitigation.”
 

 
 The Fund will be managed by Mr. Niket Shah (Chief Investment Officer, Fund Manager), Mr. Atul Mehra (Fund Manager), Mr. Rakesh Shetty (Fund Manager Debt Component) and Mr. Sunil Sawant (Fund Manager - Overseas Component). 
 <img src="file:///C:/Users/RICKYL~1/AppData/Local/Temp/msohtmlclip1/01/clip_image002.png" style="width: 965px; height: 246px;" />
 * Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
 
 Product labelling assigned during the NFO is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.
 

 
 For scheme-specific risk factors, please refer to the Scheme Information Document (SID) of the fund at: <a href="https://www.motilaloswalmf.com/CMS/assets/uploads/Documents/089e8-1.-annexure-i_sid-motilal-oswal-innovation-opportunities-fund-final-repaired-.pdf">https://www.motilaloswalmf.com/CMS/assets/uploads/Documents/089e8-1.-annexure-i_sid-motilal-oswal-innovation-opportunities-fund-final-repaired-.pdf</a>. 
 
 
 Source: 
 **WIPO, <a href="https://www.wipo.int/gii-ranking/en/">https://www.wipo.int/gii-ranking/en/</a>.
 #Current Affairs., Global Unicorn Index. <a href="https://visionias.in/current-affairs/monthly-magazine/2024-05-21/economics-(indian-economy)/global-unicorn-index-2024">https://visionias.in/current-affairs/monthly-magazine/2024-05-21/economics-(indian-economy)/global-unicorn-index-2024</a>&nbsp; 
 , MOIE, MOAMC Internal
 

 
 
 About Motilal Oswal Asset Management Company: 
 Motilal Oswal Group possesses a legacy in equities for over 3 decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors based within and outside India and has Mutual Funds, AIFs and Portfolio Management Services business.
 

 Disclaimer:
 This release has been issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material fact. The Stocks (if any) mentioned herein is for explaining the concept and shall not be construed as an investment advice to any party. The information / data herein alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions, figures, estimates and data included in this article are as on date. The article does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. The statements contained herein may include statements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Investments in securities market are subject to market risks, read all relevant documents carefully.&nbsp; The Scheme focuses on equity of companies benefiting from innovation, which may not always meet expectations, affecting portfolio performance. Being thematic, it carries high concentration and capital loss risk, with unpredictable market cycles. Portfolio of the scheme is subject to change within the provision of the Scheme Information document of the Scheme. The Investment approach/Framework/Strategy mentioned herein is currently followed by the schemes(s) and the same may change in future depending on market conditions. Readers shall be fully responsible/liable for any decision taken on the basis of this article.
 

 Mutual Fund investments are subject to market risks, read all scheme related documents carefully. 
 
&nbsp;
 

 For further details contact:
 Rohini Kute
 Head, Corporate Communication,
 Motilal Oswal Financial Services
 Mobile: 9820196838
 

Mail: <a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a>

Motilal Oswal Mutual Fund launches ‘Motilal Oswal Innovation Opportunities Fund’

Press Release<o:p />
Motilal Oswal Asset Management Company(‘AMC’ unveils Republic Day Campaign on Financial Planning<o:p />
Mumbai, January 25, 2025 – Motilal Oswal AMC&nbsp; has launched a new Republic Day campaign that&nbsp;seamlessly combines patriotism with financial empowerment. <o:p />
<o:p>&nbsp;</o:p>
The film opens with a wife waking up her husband for their building’s Republic Day celebration. Their vibrant camaraderie, set against the backdrop of the national flag, smoothly transitions to the importance of financial planning. The message resonates as the protagonist takes his first step towards securing his future with a SIP,inspired by his wife’s gentle nudge.<o:p />
The campaign aims to educate modern day investors/fence sitters conveying the message: ‘Starting a SIP is as easy as waking up—it might feel daunting initially, but the pride and satisfaction of securing your financial future make it worth the effort’. It&nbsp; encourages viewers to invest in their bright future while celebrating the nation''s progress.<o:p />
<o:p>&nbsp;</o:p>
“Mr. Sandeep Walunj, Group Chief Marketing Officer, Motilal Oswal Financial Services,said, “Republic Day is a time to reflecton our collective responsibilities towards the nation. Through this campaign,we aim to inspire individuals to take charge of their financial journey by starting small but meaningful steps, like investing in SIPs. Just as we take pride in the nation’s progress, we want every investor to feel the same sense of pride in building a secure and prosperous future.”<o:p />
<o:p>&nbsp;</o:p>
The campaign film is created by De Works Communications Pvt. Ltd., portrays a young couple’s journey of waking up to responsibilities- both personal and financial-symbolizing the ease of starting a SIP.<o:p />
<o:p>&nbsp;</o:p>
Motilal Oswal AMC''s recent campaigns have highlighted the importance of financial planning and SIPs through a series of impactful films that depict emotional stories which we come across every day. Their previous ‘New Year Campaign’ highlighted the importance of early planning showcasing four friends still brainstorming their New Year plans, while the #MeriTarafSe Diwali campaign celebrated the tradition of passing down values across generations. The Raksha Bandhan campaign, ''Badhti Zarooraton Ke Liye, SIP,'' depicted a brother using his SIP investments to surprise his sister with a gift that fulfilled her dreams,emphasizing the importance of future planning. On Children’s Day, MOAMC launched an emotional film urging parents to recognize the crucial role of Systematic Investment Plans (SIPs) in securing their children''s future.<o:p />
<o:p>&nbsp;</o:p>
YouTube Link: <a href="https://www.youtube.com/watch?v=Rv108twSjU0">https://www.youtube.com/watch?v=Rv108twSjU0</a><o:p />
Motilal Oswal Mutual Fund wishes everyone a Happy Republic Day!<o:p />
<o:p>&nbsp;</o:p>
Campaign Details<o:p />
Director: Nitin Mali<o:p />
Creative Producer: Nilesh Vaidya <o:p />
Business Head: Rupali Pithwa<o:p />
Production House: De Works Communications Pvt. Ltd.<o:p />
Client: Motilal Oswal AMC<o:p />
<o:p>&nbsp;</o:p>
Campaign Credits<o:p />
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Sandeep Walunj, Group Chief Marketing Officer, MOFSL<o:p />
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Abhay Godbole, Head of Creative and Communications Excellence, MOFSL<o:p />
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Milind Khose, Manager, Marketing, MOAMC<o:p />
<o:p>&nbsp;</o:p>
About De Works Communications Pvt. Ltd. (DWC)<o:p />
Based in Mumbai,De Works Communications Pvt. Ltd. specializes in creating high-end visual content for the NBFC and BFSI sectors. Their expertise spans TVCs, DVCs,animation films, AVs, and graphics, offering integrated pre- to post-production services. Known for their innovative storytelling and impactful visuals, DWC brings ideas to life with precision and creativity.<o:p />
<o:p>&nbsp;</o:p>
About Motilal Oswal AMC<o:p />
Motilal Oswal Group possesses legacy in equities for over 3 decades. Motilal Oswal AssetManagement Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14,2008. It provides Investment Management and Advisory Services to investors based within and outside India and having AIF’s, Portfolio Management Services business and Mutual Funds. <o:p />
<a href="https://shorturl.at/hW37D">https://shorturl.at/hW37D</a><o:p />
<o:p>&nbsp;</o:p>
For further details, contact: <o:p />
Rohini Kute<o:p />
Head, Corporate Communication,<o:p />
Motilal Oswal Financial Services<o:p />
Mob +919820196838<o:p />
Mail: <a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a><o:p />
<o:p>&nbsp;</o:p>
Disclaimer:<o:p />
This publication is pursuant to Investor Education and Awareness Initiative by Motilal Oswal Mutual Fund. This shall not be construed as offer to invest in any financial product or Scheme.The objective of this publication is restricted to informational purposes only.All investors have to go through a one-time KYC (Know Your Customer) process.For further details on KYC, Change of address, phone number, bank details etc.list of SEBI registered Mutual Funds and redressal of complaints including details about SEBI SCORES portal, visit link&nbsp;HYPERLINK&quot;https://www.motilaloswalmf.com/New_Page/KYC-and-Redressal-of-Complaints/9&quot;https://www.motilaloswalmf.com//New_Page/KYC-and-Redressal-of-Complaints/9.SMART ODR portal, visit link https://smartodr.in/login.&nbsp; Investors should invest only with SEBIregistered Mutual Funds details of which can be verified on the SEBI websiteunder “SEBI Intermediaries/ Market Infrastructure Institutions. Investments insecurities market are subject to market risks, read all relevant documentscarefully.<o:p />
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.<o:p />

Motilal Oswal Asset Management Company (‘AMC’unveils Republic Day Campaign on Financial Planning)

Why should resolutions wait for New Year?! Asks Motilal Oswal Asset Management Company (‘AMC’) in its new campaign
 

 
 Mumbai, 23rd December, 2024: Motilal Oswal AMC has launched a new campaign for New Year, suggesting one shouldn’t wait for New Year to make a resolution, and advocating that anytime is good time to start investing.
 

 
 The campaign film opens with four friends still brainstorming their New Year plans in mid-December. Ideas pour in—Goa road trip, Alibaug villa. The excitement builds until they suddenly realize they''ve overlooked the most crucial aspect: planning ahead.
 

 
 Mr. Sandeep Walunj, Group Chief Marketing Officer, Motilal Oswal Financial Services, said, “New year is around the corner and so is the deluge of new year resolves. Everyone gets very enthusiastic about laying a great foundation for the year to come and get going full throttle on Jan 1st itself. But do we really have to wait for the morning of January 1st to put good decisions in motion? Our film delivers this message in an engaging, impactful and memorable manner.”
 

 
 Conceptualized and produced by the in-house team in collaboration DeWorks Communication, the campaign highlights the <a name="_Hlk185589705">transformative power of a Systematic Investment Plan (‘SIP’) </a>and its potential to shape your financial future. It underlines the benefits of starting early and emphasizes that one need not wait for any milestone to start investing.
 

 
 Motilal Oswal AMC''s recent campaign series has placed a strong emphasis on the importance of financial planning and SIPs. Previously, the AMC launched the #MeriTarafSe Diwali campaign, a heartfelt tribute to the tradition of passing down values through generations. Its Raksha Bandhan campaign, ''Badhti Zarooraton Ke Liye, SIP,'' showcased how a brother used his SIP investments to surprise his sister with a thoughtful gift that fulfilled her dreams, highlighting the value of future planning. On Children’s Day, MOAMC released an emotional film encouraging parents to understand the significance of &nbsp;Systematic Investment Plans (SIPs) for securing their children’s future.
 

 
 Click on the following link to watch the video:
 <a href="https://www.youtube.com/watch?v=um8hX3oFMug">https://www.youtube.com/watch?v=um8hX3oFMug</a>
 

 
 Campaign Credits:
 
 •&nbsp; Sandeep Walunj, Group Chief Marketing Officer, MOFSL
 •&nbsp; Abhay Godbole, Head of Creative and Communications Excellence, MOFSL
 •&nbsp; Milind Khose, Manager, Marketing, MOAMC
 •&nbsp; Kartik Shinde, Associate Vice President, MOFSL
 

 
 
 Production House: De Works Communications
 
 •&nbsp; Concept: Nilesh Vaidya
 •&nbsp; Director and Creative Producer: Nitin Mali
 •&nbsp; Business Head: Rupali Pithwa
 

 
 About De Works Communications Pvt. Ltd. (DWC): De Works Communications (DWC) is a creative advertising agency + inhouse production based in Mumbai, specializing in creating high-end visual content that brings ideas and concepts to life. We primarily serve the NBFC and BFSI sectors and offer a range of integrated pre- to post-production services, producing quality TVCs, DVCs, Animation films, AVs, and Graphics across all media platforms.
 &nbsp;
 About Motilal Oswal Asset Management Company: 
 Motilal Oswal Group possesses a legacy in equities for over 3 decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors based within and outside India and has Mutual Funds, AIFs and Portfolio Management Services business. 
 

 
 Disclaimer:
 This publication is pursuant to Investor Education and Awareness Initiative by Motilal Oswal Mutual Fund. This shall not be construed as offer to invest in any financial product or Scheme. The objective of this publication is restricted to informational purposes only. All investors have to go through a one-time KYC (Know Your Customer) process. For further details on KYC, Change of address, phone number, bank details etc. list of SEBI registered Mutual Funds and redressal of complaints including details about SEBI SCORES portal, visit link&nbsp; HYPERLINK &quot;https://www.motilaloswalmf.com/New_Page/KYC-and-Redressal-of-Complaints/9&quot; https://www.motilaloswalmf.com//New_Page/KYC-and-Redressal-of-Complaints/9. SMART ODR portal, visit link https://smartodr.in/login.&nbsp; Investors should invest only with SEBI registered Mutual Funds details of which can be verified on the SEBI website under “SEBI Intermediaries/ Market Infrastructure Institutions. Investments in securities market are subject to market risks, read all relevant documents carefully.
 &nbsp; 
 Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
 
 &nbsp;

Why should resolutions wait for New Year?! Asks Motilal Oswal Asset Management Company (‘AMC’) in its new campaign

MotilalOswal Mutual Fund unveils ‘Motilal Oswal Nifty Capital Market Index Fund’ 
- NFO opens <a name="_Hlk181096280">on26th November and closes on 10th December, 2024 
 
</a><o:p />
Mumbai, 26th November 2024: Motilal Oswal Mutual Fund (MOMF) today announced the launch of itslatest new fund offer ‘MotilalOswal Nifty Capital Market Index Fund’. This fund will be offering exposureto the growth potential of stocks listed under the capital market theme inIndia. The index comprises 15 companies which also form a part of the Nifty 500.<span lang="EN-GB" style="font-family:ibm plex sans,sans-serif;mso-fareast-font-family:times new roman;mso-fareast-theme-font:minor-fareast;color:black;mso-themecolor:text1;mso-font-kerning:12.0pt;mso-ansi-language:en-us;mso-fareast-language:en-in"> <o:p />
<o:p>&nbsp;</o:p>
KeyFund Details:<o:p />
NFOPeriod: 26th November 2024 to10th December 2024<o:p />
InvestmentObjective: The investment objective of thescheme is to provide returns that, before expenses, correspond to the totalreturns of the securities as represented by Nifty Capital Market Total ReturnIndex, subject to tracking error. However, there is no guarantee or assurancethat the investment objective of the scheme will be achieved.<o:p />
Benchmark:Nifty Capital Market Total Return Index.<o:p />
PortfolioStrategy: High-growth funds designed forinvestors with a very high-risk appetite<o:p />
Investor Profile: Thefund is suitable for investors who are seeking long-term capital growth andreturns that corresponds to the returns of the Nifty Capital Market TotalReturn Index, subject to tracking error.<o:p />
The Nifty Capital Market Total Return Index has delivered 96.9%returns in last 1 year &amp; 31.9% in past 3 years (Data as on October 31, 2024).While this theme exhibitsstrong performance potential, it may also experience higher volatility.Interestingly, between 2010 and 2024 exchange volume and turnover havegrown by 52% annually and considering current monthly average, it may reach to95,000 Lakh Cr by FY2025.<o:p />
<o:p>&nbsp;</o:p>
According to a research by Motilal Oswal AssetManagement Company India’s financial markets are witnessing exponential growth,fueled by rising domestic savings, enhanced digitization and increasing retailparticipation. Over the last eight years, the number of demat accounts hassurged at an annualized rate of 29% CAGR, reaching 17.5 crore accounts as ofSeptember 2024. Simultaneously, monthly SIP inflows have soared from ₹3,698crore in 2016 to over ₹24,509 crore in 2024, reflecting growing investorconfidence. Furthermore, India led global markets in 2024 with 209 IPOs,raising ₹64,000 crore at a 46% CAGR since FY19. Despite these advancements,only 8 crore Indians invest in the stock market, presenting significantuntapped potential.<o:p />
<o:p>&nbsp;</o:p>
Pratik Oswal, Chief of Business Passive Funds,Motilal Oswal Asset Management Company Ltd said, “India’s capital market has grown exponentially since its inception.Technological and operational ease with on the go investment, T+1 settlementtime, UPI &amp; IMPS based transfer on real-time basis has further boostedinvestor participation. However, there is a huge untapped potential with only 8Crore stock market investors compared to India’s larger population. Globally,in 2024, India will be leading in IPO issuances, with $8 billion raised betweenFY 19 and FY 24. Similarly, investment through mutual funds, PMS, &amp; AIF isalso rising at 21% p.a., cementing the strong market performance. Motilal OswalNifty Capital Market Index Fund is a step toward spearheadingand riding this growth wave. The fund invests in companies integral to thecapital markets ecosystem, including stock brokers, depositories, wealthmanagement firms, exchanges, and mutual fund companies”.<o:p />
<o:p>&nbsp;</o:p>
The fund will be managed by Mr. Swapnil Mayekar(for Equity Component) and Mr. Rakesh Shetty (for Debt Component). The fundsare suitable for investors who are seek Long-term capital growth.<o:p />
<img width="461" height="219" src="file:///C:/Users/SHRUTI~1/AppData/Local/Temp/msohtmlclip1/01/clip_image002.png" align="left" hspace="12" v:shapes="Picture_x0020_3" /><o:p />
<o:p>&nbsp;</o:p>
<o:p>&nbsp;</o:p>
<o:p>&nbsp;</o:p>
<o:p>&nbsp;</o:p>
<o:p>&nbsp;</o:p>
<o:p>&nbsp;</o:p>
<o:p>&nbsp;</o:p>
The above product labelling assigned during the New Fund Offer (NFO) isbased on internal assessment of the scheme characteristics or model portfolioand the same may vary post NFO when the actual investments are made<o:p />
For scheme specificRisk factors refer Scheme information document of the Fund visit <a href="https://www.motilaloswalmf.com/CMS/assets/uploads/Documents/c89e4-sid-motilal-oswal-nifty-capital-market-index-fund-clean.pdf">https://www.motilaloswalmf.com/CMS/assets/uploads/Documents/c89e4-sid-motilal-oswal-nifty-capital-market-index-fund-clean.pdf</a> 
 
Source: Niftyindices, MOIE, IBEF, NSE Research<o:p />
About Motilal Oswal Asset ManagementCompany: <o:p />
Motilal Oswal Group possesses a legacy in equities for over 3 decades.Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI asthe Investment Manager for Motilal Oswal Mutual Fund. It was incorporated onNovember 14, 2008. It provides Investment Management and Advisory Services toinvestors based within and outside India and has Mutual Funds, AIFs and PortfolioManagement Services business.<o:p />
Disclaimer:<o:p />
&nbsp;This releasehas been issued on the basis of internal data, publicly available informationand other sources believed to be reliable. The information contained in thisdocument is for general purposes only and not a complete disclosure of everymaterial fact. The Stocks (if any) mentioned herein is for explaining theconcept and shall not be construed as an investment advice to any party. Theinformation / data herein alone is not sufficient and shouldn’t be used for thedevelopment or implementation of an investment strategy. It should not beconstrued as investment advice to any party. All opinions, figures, estimatesand data included in this article are as on date. The article does not warrantthe completeness or accuracy of the information and disclaims all liabilities,losses and damages arising out of the use of this information. The statementscontained herein may include statements of future expectations and otherforward-looking statements that are based on our current views and assumptionsand involve known and unknown risks and uncertainties that could cause actualresults, performance or events to differ materially from those expressed orimplied in such statements. Readers shall be fully responsible/liable for anydecision taken on the basis of this article. The Scheme being an index scheme follows a passive investment techniqueand shall only invest in Securities comprising one selected index irrespectiveof the market conditions. Investments in securities market are subject tomarket risks, read all relevant documents carefully.<o:p />
Mutual Fundinvestments are subject to market risks, read all scheme related documentscarefully. <o:p />
For further details contact: 
Rohini Kute 
Head, Corporate Communication, 
Motilal Oswal Financial Services 
Mobile: 9820196838 
Mail: <a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a><o:p />

Motilal Oswal Mutual Fund unveils ‘Motilal Oswal Nifty Capital Market Index Fund’

Motilal Oswal AMC Gives Homework to Parents this <a href="https://www.youtube.com/watch?v=npAWavqBYwQ">Children’s Day</a>!
 

 
 Mumbai, November 12, 2024 — On this Children’s Day, Motilal Oswal Asset Management Company (AMC) unveils a touching film that nudges parents to learn the most important full-form for their children’s future. Through an engaging family interaction, the film emphasizes how Systematic Investment Plans (SIPs) can help parents secure the rising costs of quality education.
 

 
 The story follows a middle-aged father confidently answering his daughter’s questions on educational full-forms such as MBBS and LLB. But when the mother asks him about the projected fees for these courses, he is left speechless—a relatable scenario for many parents today. This moment serves as a wake-up call, highlighting the significance of SIPs as a means to financially plan for educational aspirations.
 

 
 Sandeep Walunj, Group Chief Marketing Officer at MOFSL, shared, “Parents often leave no stone unturned to fulfil the smallest needs &amp; wants of children. But when it comes to the most significant investment for their future – the higher education costs, they are often found unprepared. Through this relatable film, we’re reminding parents that the cost of education is growing, SIP is one effective way to be prepared and the earlier they start, the lesser will be the amount!”
 

 
 Shailendra Tiwari, Director at De Works Communications, shared, “Working on this campaign was a rewarding experience. We wanted to capture the genuine, relatable moment where parents realize the growing costs of education, all while staying true to the essence of family and planning for the future. The story unfolds naturally, allowing audiences to connect with the characters and understand the importance of financial planning through SIPs for their children''s future. We’re proud to have been a part of Motilal Oswal AMC''s vision to make financial literacy accessible and memorable.”
 

 
 YouTube Link: <a href="https://www.youtube.com/watch?v=npAWavqBYwQ">https://www.youtube.com/watch?v=npAWavqBYwQ</a>
 

 
 Campaign Credits:
 
 ·&nbsp; Sandeep Walunj, Group Chief Marketing Officer, MOFSL
 ·&nbsp; Abhay Godbole, Head of Creative and Communications Excellence, MOFSL
 ·&nbsp; Milind Khose, Manager, Marketing, MOAMC
 Production House: FeelGood Production
 •&nbsp; Concept: Nilesh Vaidya
 •&nbsp; Director: Shailendra Tiwari
 •&nbsp; Creative Producer: Nitin Mali
 •&nbsp; Business Head: Rupali Pithwa
 •&nbsp; Line Producer: Mukesh Mishra
 •&nbsp; Actors:
 •&nbsp; Father: Darshit Lahane
 •&nbsp; Mother: Pallavi Singh
 •&nbsp; Daughter: Yashvi Gauri
 

 
 About De Works Communications Pvt. Ltd. (DWC): De Works Communications (DWC) is a creative advertising agency + inhouse production based in Mumbai, specializing in creating high-end visual content that brings ideas and concepts to life. We primarily serve the NBFC and BFSI sectors and offer a range of integrated pre- to post-production services, producing quality TVCs, DVCs, Animation films, AVs, and Graphics across all media platforms.
 

 
 
 About Motilal Oswal AMC: Motilal Oswal Group possesses legacy in equities for over 3 decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors based within and outside India and having AIF’s, Portfolio Management Services business and Mutual Funds.
 <a href="https://shorturl.at/hW37D">https://shorturl.at/hW37D</a> 
 

 
 For further details, contact: 
 Rohini Kute
 Head, Corporate Communication,
 Motilal Oswal Financial Services
 Mob +919820196838
 Mail: <a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a>
 

 
 Source: Motilal Oswal Asset Management Company
 This article has been issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material fact. The Stocks mentioned herein is for explaining the concept and shall not be construed as an investment advice to any party. The information / data here in alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions, figures, estimates and data included in this article are as on date. The article does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. The statements contained herein may include statements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Readers shall be fully responsible/liable for any decision taken on the basis of this article. 
 

 
 
 This publication is pursuant to Investor Education and Awareness Initiative by Motilal Oswal Mutual Fund. This shall not be construed as offer to invest in any financial product or Scheme. The objective of this publication is restricted to informational purposes only. All investors have to go through a one-time KYC (Know Your Customer) process. For further details on KYC, Change of address, phone number, bank details etc. list of SEBI registered Mutual Funds and redressal of complaints including details about SEBI SCORES portal, visit link https://www.motilaloswalmf.com//New_Page/KYC-and-Redressal-of-Complaints/9. SMART ODR portal, visit link https://smartodr.in/login.&nbsp; Investors should invest only with SEBI registered Mutual Funds details of which can be verified on the SEBI website under “SEBI Intermediaries/ Market Infrastructure Institutions.
 
 Mutual Fund investments are subject to market risks, real all scheme related documents carefully
 
 
 &nbsp;

Motilal Oswal AMC Gives Homework to Parents this Children’s Day!

Motilal Oswal AMC Unveils Results of <a name="_Hlk181981920">2nd Edition of Investor’s Survey on Passive Funds in India</a> 2024
 

 
 -&nbsp; The survey highlights growing popularity of passive funds among Millennials and Gen Z, with their contribution at 46-48%.
 -&nbsp; Passive funds’ combined AUM rose to over INR 11 trillion by September 2024, marking a 1.5x increase year-on-year.
 -&nbsp; Survey consists of over 3,300 mutual fund investors and highlights key trends about awareness, understanding and acceptance of passive funds in India.
 

 
 Mumbai, November 12, 2024: Motilal Oswal Asset Management Company (MOAMC) has released the 2nd Edition of Investor’s Survey on Passive Funds in India 2024, titled The Rise of Passive Power: Transforming India''s Investment Landscape, offering a comprehensive look at the surge of passive investment strategies in India. As passive funds continue to reshape the financial landscape, their appeal among investors and distributors has reached unprecedented levels. Fuelled by favourable regulatory support, rapid technological advances, and a growing awareness among Indian investors, passive funds have experienced remarkable growth, with Assets Under Management (AUM) soaring from INR 7 trillion in September 2023 to over INR 11 trillion by September 2024—a striking 1.5x increase in just one year.
 

 
 &nbsp;“India’s mutual fund industry is witnessing a strong growth trajectory, with both active and passive strategies playing vital roles in portfolio building. While passive funds have seen accelerated adoption—especially among younger investors seeking simplicity and cost efficiency—active funds remain indispensable for those seeking to capture opportunities through in-depth market insights and strategic expertise. At Motilal Oswal AMC, our goal is to provide a suite of products that aligns with varied investor goals. As our industry evolves, we will keep launching new products supporting wealth creation through active and passive investments” said, Mr Prateek Agrawal, MD &amp; CEO, Motilal Oswal Asset Management Company.
 

 
 Elaborating on the growth of Passive fund in India, Mr. Pratik Oswal, Chief of Passive Business, Motilal Oswal Asset Management Company said, “Passive fund as an investment avenue has growth 1.5X in last one year cementing the awareness among the mutual fund investors. Interestingly Index fund has been a popular choice among the Millennials and Gen Zs compared to Gen X and Boomers. Moreover, the approach is dramatically different from active with relaxed style of investing keeping long term investment horizon where the holding period is more than three years. The future for passive fund is anticipated to be great as our survey reports a potential 15% increase in allocation towards passive funds. Overall, 2024 has been a great year for passive funds and we anticipate continuing the momentum with strategic allocation advisory.”
 

 
 The survey, based on insights from more than 3,300 mutual fund investors, highlights the evolving understanding, preferences, and trends in passive fund adoption. Below are the key insights:
 
 Investor Insights
 
<ol style="text-align: justify;"> 
<li>Awareness and Understanding:</li> 
<ul> 
<li>An overwhelming 98% of mutual fund investors are aware of passive funds, though many (58%) have only a basic conceptual understanding.</li> 
<li>Index funds lead in popularity, with 74% of investors choosing them (43% exclusively index funds, 31% both ETFs and index funds).</li> </ul> </ol>
 
 
<ol style="text-align: justify;"> 
<li>Investment Choices by Demographics:</li> 
<ul> 
<li>Index funds are more popular among Gen Z and Millennials, with 46-48% of investors under 43 favouring them, compared to 35% among Gen X and Boomers.</li> 
<li>Sectoral indices remain a top choice, with a marked preference for Indian sectoral indices over commodities and smart beta funds among younger and middle-aged investors.</li> </ul> </ol>
 
 
<ol style="text-align: justify;"> 
<li>Investment Behaviour:</li> 
<ul> 
<li>Social media and self-research play a significant role in guiding passive fund investors, whereas active investors rely more on friends and financial advisors.</li> 
<li>Passive fund investors typically review their portfolios quarterly, a more relaxed approach than active investors who prefer monthly reviews.</li> 
<li>82% of investors have a long-term investment horizon for passive funds, planning to hold for more than three years.</li> </ul> </ol>
 
 
<ol style="text-align: justify;"> 
<li>Portfolio Composition:</li> 
<ul> 
<li>40% of passive fund investors allocate 10-30% of their portfolios to passive funds, with 80% of investors having increased their allocation in the past year, especially among Gen Z.</li> 
<li>On average, investors hold 8-9 funds, with 71% holding 1-10 passive funds.</li> </ul> </ol>
 
 
<ol style="text-align: justify;"> 
<li>Future Allocation:</li> 
<ul> 
<li>Investors anticipate a potential 15% increase in their allocation towards passive funds in the near future.</li> </ul> </ol>
 
 Distributor Insights
 The survey also reveals important insights into distributor perspectives and approaches to passive funds. According to the Motilal Oswal survey, only 38% of distributors consider themselves experts in passive funds, suggesting a potential area for increased knowledge and growth within this group. When it comes to benchmark preferences, 82% of distributors favour broad Indian indices like Nifty 50 and Nifty Midcap, while investors show a stronger inclination toward sector-specific indices, such as Nifty IT and Nifty Bank, highlighting a difference in approach between distributors and investors.
 

 
 The survey further indicated that, in selecting passive funds, distributors focus primarily on performance, tracking error, and liquidity as their top criteria. A significant 77% of distributors include factor or smart beta funds in their offerings, valuing these products for their potential to generate enhanced returns compared to traditional index funds. 
 

 
 Additionally, at present, distributors allocate an average of 10% of their portfolios to passive funds, with plans to increase this allocation by an additional 5% over the next year. Greater support in identifying suitable products is cited as a key factor that could further drive the adoption of passive funds among distributors.
 

 
 The yearly report underscores the accelerating momentum of passive funds within India’s investment landscape and highlights the shift in both investor and distributor perspectives. As passive funds become a cornerstone in Indian portfolios, Motilal Oswal’ s findings point to a future where passive investing plays an increasingly dominant roll.
 &nbsp;

Motilal Oswal AMC Unveils Results of 2nd Edition of Investor’s Survey on Passive Funds in India 2024

Motilal Oswal Mutual Fund introduced four new Index Funds 
 - All four NFO opened <a name="_Hlk181096280">29th October and closes on 6th November, 2024 
 - High-growth funds designed for investors with a very high-risk appetite</a> 
 
 Mumbai, 31st October 2024: Motilal Oswal Mutual Fund (MOMF) has announced launch of four index funds ‘Motilal Oswal Nifty MidSmall Healthcare Index Fund’, ‘Motilal Oswal Nifty MidSmall IT and Telecom Index Fund’, ‘Motilal Oswal Nifty MidSmall India Consumption Index Fund’, and ‘Motilal Oswal Nifty MidSmall Financial Services Index Fund’. The four NFOs by Motilal Oswal Mutual Fund opens for subscription on 29th October and closes on 6th November. 
 
 According to a research by MOAMC, in the last 5 years, Midcap and Smallcap have grown at a faster rate as compared to Largecap. The profitability of Mid and Small cap companies has grown by 25.2% and 35.4% respectively compared to the Large-cap companies which has grown by 22.1%. During the same period market cap of Mid and Small cap companies has grown by 25.7% and 28.0% while large-cap companies have grown by 19.1%. These index funds cater to risk-taking investors aiming for higher returns by tapping into the growth potential of mid and small-cap sectors. Though more volatile than large-caps, they offer substantial upside for those prepared to handle market fluctuations. 
 
 Prateek Agrawal, MD &amp; CEO, Motilal Oswal Asset Management Company Ltd said, “The AUM of the Indian MF Industry has grown from Rs. 9.16 trillion (US$ 110.63 billion) in 2014, to Rs. 64.97 trillion (US$ 780.70 billion) in July 2024, growing ~6x in a span of 10 years, showcasing potential of the industry. We believe Mid and Small cap stocks have potential to perform well in long term considering that the market cap of Mid-Small companies has grown at a faster rate as compared to large cap companies”. 
 
 
 Pratik Oswal, Chief of Business Passive Funds, Motilal Oswal Asset Management Company Ltd said, “India benefits from a large cross-utilization of channels to expand the reach of financial services. With 2,100 fintechs currently operating, India is positioned to become one of the largest digital markets, driven by rapid mobile and internet expansion. As the economy grows, so does consumer spending, particularly in discretionary sectors, with the healthcare market expected to reach $638 billion and IT and telecom, consumption, and financial services sectors each set for significant growth by 2025. While these sectors offer high growth potential, mid and small-cap investments in these areas come with heightened volatility, making them ideal for risk-tolerant investors prepared for market fluctuations.” 
 
 Fund Details: 
 1)&nbsp; Motilal Oswal Nifty MidSmall Healthcare Index Fund is an open-ended fund replicating / tracking the Nifty MidSmall Healthcare Total Return Index. The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty MidSmall Healthcare Total Return Index, subject to tracking error. The scheme is benchmarked against Nifty MidSmall Healthcare Total Return Index. 
 
 2)&nbsp; Motilal Oswal Nifty MidSmall IT and Telecom Index Fund is an open-ended fund replicating / tracking the Nifty MidSmall IT and Telecom Total Return Index. The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty MidSmall IT and Telecom Total Return Index, subject to tracking error. The scheme is benchmarked against Nifty MidSmall IT and Telecom Total Return Index. 
 
 3)&nbsp; Motilal Oswal Nifty MidSmall India Consumption Index Fund is an open-ended fund replicating / tracking the Nifty MidSmall India Consumption Total Return Index. The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty MidSmall India Consumption Total Return Index, subject to tracking error. The scheme is benchmarked against Nifty MidSmall India Consumption Total Return Index. 
 
 4)&nbsp; Motilal Oswal Nifty MidSmall Financial Services Index Fund is an open ended fund replicating / tracking the Nifty MidSmall Financial Services Total Return Index. The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty MidSmall Financial Services Total Return Index, subject to tracking error. The scheme is benchmark against Nifty MidSmall Financial Services Total Return Index. 
 
 All four NFOs will be managed by Mr. Swapnil Mayekar (for Equity Component) and Mr. Rakesh Shetty (for Debt Component). The funds are suitable for investors who are seek Long-term capital growth. 
 
 
 <img src="file:///C:/Users/SHRUTI~1/AppData/Local/Temp/msohtmlclip1/01/clip_image002.png" style="width: 566px; height: 208px;" /> 
 <img src="file:///C:/Users/SHRUTI~1/AppData/Local/Temp/msohtmlclip1/01/clip_image004.png" align="left" hspace="12" style="width: 545px; height: 207px;" /><img src="file:///C:/Users/SHRUTI~1/AppData/Local/Temp/msohtmlclip1/01/clip_image006.png" align="left" hspace="12" style="width: 553px; height: 212px;" /> 
 
 <img src="file:///C:/Users/SHRUTI~1/AppData/Local/Temp/msohtmlclip1/01/clip_image008.png" align="left" hspace="12" style="width: 522px; height: 220px;" /> 
 
 
 
 
 
 
 
 
 
 
 The above product labelling assigned during the New Fund Offer (NFO) is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made. 
 
 For scheme specific Risk factors refer Scheme information document of the Fund visit :<a href="https://www.motilaloswalmf.com/download/sid">https://www.motilaloswalmf.com/download/sid</a> 
 
 
 About Motilal Oswal Asset Management Company: 
 Motilal Oswal Group possesses a legacy in equities for over 3 decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors based within and outside India and has Mutual Funds, AIFs and Portfolio Management Services business. 
 Source: Niftyindices 
 Disclaimer: 
 &nbsp;This release has been issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material fact. The Stocks (if any) mentioned herein is for explaining the concept and shall not be construed as an investment advice to any party. The information / data herein alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions, figures, estimates and data included in this article are as on date. The article does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. The statements contained herein may include statements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Readers shall be fully responsible/liable for any decision taken on the basis of this article. The Scheme being an index scheme follows a passive investment technique and shall only invest in Securities comprising one selected index irrespective of the market conditions. Investments in securities market are subject to market risks, read all relevant documents carefully. 
 
 Mutual Fund investments are subject to market risks, read all scheme related documents carefully. 
 
 For further details contact: 
 Rohini Kute 
 Head, Corporate Communication, 
 Motilal Oswal Financial Services 
 Mobile: 9820196838 
 Mail: <a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a> 
 
 
 &nbsp;

Motilal Oswal Mutual Fund introduced four new Index Funds

Motilal Oswal Asset Mutual Fund (MOMF) launches ‘Motilal Oswal Digital India Fund’
 

 The NFO opens on 11th October 2024 and closes on 25th October 2024
 

 
 Mumbai, 11th October 2024: Motilal Oswal Asset Mutual Fund (MOMF) today announced the launch of its latest new fund offer “Motilal Oswal Digital India Fund”. The fund is an open-ended equity scheme investing in Digital Space, focusing on Technology, Telecom, Media, Entertainment and other related ancillary sectors for investors who are looking at capital appreciation in the long term. 
 

 
 Key Fund Details:
 NFO Period: 11th October 2024 – 25th October 2024
 Investment Objective: The primary investment objective of the scheme is to generate long-term growth of capital by predominantly investing in digital and technology-dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other companies engaged in or leveraging digitisation. 
 

 Benchmark: BSE Teck Total Return Index
 Portfolio Strategy: The fund will have a Focused Portfolio. The investment framework would be to invest in quality companies expected to have a higher future growth.
 

 Investor Profile: Tailored for investors seeking capital appreciation over the long term by investing predominantly in equities and equity-related instruments of digital and technology-related companies.
 

 
 According to MOAMC internal research, India is among the top two countries in the world in many key dimensions of digital adoption, including:
 i)&nbsp; Internet penetration, which has increased fourfold since 2014 and is expected to reach one billion by next year 
 ii)&nbsp; Smartphone users, who have increased thirtyfold since 2010
 iii)&nbsp; UPI usage, and digital business operations. India has about 1,013 million smartphone users and 751.5 million high-speed internet users. As of July 2024, more than 350 million people in India use UPI for daily transactions, totalling INR 144 Bn. 
 

 
 Digital payments have become a central modus operandi for most transactions, especially in rural India, where 38% of users use digital payments. The average Indian spends approximately 6hrs 45 mins online daily, with the highest traffic on e-commerce websites, social media platforms, and online markets places among others. Over the last five years, SaaS companies, B2B online platforms, digital ads, the software industry, Fintech, Foodtech, Insurtech, and digital logistics have all experienced significant growth in both industry size and revenue. This has resulted in creating an exponential digital opportunity that is valued to be approx. $900 billion.
 

 
 Speaking on the digital fund space, Mr. Prateek Agrawal, MD and CEO of Motilal Oswal Asset Management Company said, “India''s internet economy is expected to grow rapidly as is the case in the US, China and around the world. Strong and sustained business growth is the key to obtain good investing results.&nbsp; It is a theme that we have been focused on and finds representation in most of our diversified funds and now we are bringing a fund focused on the theme. The fund is tailored for investors seeking capital appreciation over long term by investing predominantly in equities and equity related instruments of digital and technology related companies.”
 

 
 Using the Quality, Growth, Longevity and Price (QGLP) framework, the Motilal Oswal Digital India Fund utilizes a disciplined approach to investing. It further utilizes the Risk Management Framework to ensure consistent and sustainable performance, the Profit Taking/Stop Loss Framework, and the Stringent Liquidity Framework to evaluate stock weightage, stock size, sector sizing, and diversification strategy.
 

 
 Niket Shah, Chief Investment Officer, Motilal Oswal AMC said, “India is poised to become a world leader in digital infrastructure and deployment. Compared to the United States, India has reached a tipping point in the digital space, with an estimated 10% e-retail penetration by 2027. However, there is a long runway for tech growth in India, as none of the top ten stocks in the country are digital, and only two are in the IT sector. The IT sector''s representation in India is currently very low in comparison to the global market, presenting a huge opportunity of growth”. 
 
 “Our Digital India fund utilises bottom up and top down approach with proprietary QGLP framework, Internet digital company valuation methodology derived strategically for hi-conviction portfolio. We look forward to driving the digital fund space forward with Digital India Fund&quot;, added Niket Shah.
 

 
 “With all the digital ecosystem pillars in place, India is poised to see phenomenal growth of Digital ecosystem and native digital companies across industries like e-commerce, SaaS, online travel, online media, online food delivery, fintech, edtech, health tech, and online ride-hailing etc. Digital ecosystem is estimated to grow to $900-$1000 billion by 2030, compared to $155-175 billion in 2022. Digital intensity is increasing with time where an average Indian is spending 6 hours and 45 minutes daily online connected through multiple digital devices. With a higher share of productive time being spent online daily, a higher share of wallet is likely to be spent online over time. Digital is penetrating newer industries at an accelerated pace and the young generation is very well versed with digital apps. These trends further reinforce the growth potential of native digital businesses in India.” added Varun Sharma, Exec Grp VP, MOAMC. 
 

 
 Referring to Motilal Oswal''s 26th Annual Wealth Creation Study by Raamdeo Agrawal, Chairman of MOFSL: Atoms to Bits, MOAMC is positive about the opportunities in Technology sector and India is ready to unlock its digital potential. 
 

 
 The Fund Management Team:
 1.&nbsp; Niket Shah, CIO and Fund Manager, MOMF 
 2.&nbsp; Ajay Khandelwal, Fund Manager, MOMF 
 3.&nbsp; Santosh Singh, Fund Manager, MOMF 
 4.&nbsp; Atul Mehra, Fund Manager, MOMF 
 5.&nbsp; Rakesh Shetty, Fund Manager, MOMF – (Debt Component)
 6.&nbsp; Sunil Sawant, Fund Manager, MOMF – (Overseas Component)
 

 
 
 &nbsp;Data Source: MOIE, RBI, Ministry of Commerce, ICRA
 
 Product Labelling:
 <img src="file:///C:/Users/RICKYL~1/AppData/Local/Temp/msohtmlclip1/01/clip_image002.png" style="width: 974px; height: 314px;" />
 For scheme specific Risk factors refer Scheme information document of the Fund <a href="https://www.motilaloswalmf.com/CMS/assets/uploads/Documents/3b61b-nfo-sid-motilal-oswal-digital-india-fund_clean-copy.pdf">https://www.motilaloswalmf.com/CMS/assets/uploads/Documents/3b61b-nfo-sid-motilal-oswal-digital-india-fund_clean-copy.pdf</a> 
 
 

 About Motilal Oswal Asset Management Company: 
 Motilal Oswal Group possesses a legacy in equities for over 3 decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors based within and outside India and has Mutual Funds, AIFs and Portfolio Management Services business
 

 
 Disclaimer: This release has been issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material fact. The Stocks (if any) mentioned herein is for explaining the concept and shall not be construed as an investment advice to any party. The information / data herein alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions, figures, estimates and data included in this article are as on date. The article does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. The statements contained herein may include statements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Readers shall be fully responsible/liable for any decision taken on the basis of this article. Investments in securities market are subject to market risks, read all relevant documents carefully. The Scheme being an index scheme follows a passive investment technique and shall only invest in Securities comprising one selected index irrespective of the market conditions. 
 

 Mutual Fund investments are subject to market risks, read all scheme related documents carefully. 
 

 
 For further details contact:
 Rohini Kute
 Head, Corporate Communication,
 Motilal Oswal Financial Services
 Mobile: 9820196838
 Mail: <a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a>
 &nbsp;

Motilal Oswal Asset Mutual Fund (MOMF) launches ‘Motilal Oswal Digital India Fund’

BSE TECk improved in Year 2023, continued Momentum in Year 2024 with 25.3% returns: Motilal Oswal AMC Study
 

 A study by Motilal Oswal AMC, BSE TECk index has shown resurgence in recent times giving 25.3% return during the first 8 months of CY 2024. In the last one year, the BSE TECk has given returns of 42.12% from 30th August 2023 to 30th August 2024. During the same period, the Nifty 50, Nifty 500, and Nifty IT provided returns of 31.07%, 40.24%, and 37.29%, respectively.
 

 The BSE TECk Index has been offering consistent returns over the past five years. The index only underperformed in CY 2022, when the global-economical recovery post COVID, drop in GDP numbers of US in first quarter, Tech sector shares underperformance, impacted the index. In 2023, the index has given 18.8% return. While in 2020 it offered 43.8% return and 49.7% return in 2021. 
 

 The study also reveals that from March 2024 to August 2024, the BSE TECk delivered a return of 23.91%, followed by the Nifty IT at 22.61%. The Nifty 50 and Nifty 500 had returns of 13.03% and 17.18%, respectively.
 

 In the three months from June to August 2024, the BSE TECk recorded returns of 27.37%. In comparison, the Nifty 50, Nifty 500, and Nifty IT provided returns of 12.01%, 12.47%, and 32.12%, respectively.
 

 In the last 1 month (August 1, 2024, to August 30, 2024), the BSE TECk showed growth of 4.58%. The Nifty IT achieved growth of 4.74% during the same period. The Nifty 50 and Nifty 500 recorded returns of 1.14% and 0.87%, respectively, in August 2024.
 

 
 
<table cellspacing="0" cellpadding="0" align="justify" style="width: 0px; border-left: 1px solid black; border-top: 1px solid black;"> 
<tbody>
<tr> 
<td colspan="5" style="width: 595px; border-right: 1px solid black; border-bottom: 1px solid black; background-color: #d9d9d9;"> Returns as on August 30, 2024 
 </td> </tr> 
<tr> 
<td style="width: 101px; border-right: 1px solid black; border-bottom: 1px solid black; background-color: #d9d9d9;"> Period 
 </td> 
<td style="width: 117px; border-right: 1px solid black; border-bottom: 1px solid black; background-color: #d9d9d9;"> Nifty 50 
 </td> 
<td style="width: 117px; border-right: 1px solid black; border-bottom: 1px solid black; background-color: #d9d9d9;"> Nifty 500 
 </td> 
<td style="width: 117px; border-right: 1px solid black; border-bottom: 1px solid black; background-color: #d9d9d9;"> Nifty IT 
 </td> 
<td style="width: 144px; border-right: 1px solid black; border-bottom: 1px solid black; background-color: #d9d9d9;"> BSE TECk 
 </td> </tr> 
<tr> 
<td nowrap="" style="width: 101px; border-right: 1px solid black; border-bottom: 1px solid black;"> e 1 Month 
 </td> 
<td nowrap="" style="width: 117px; border-right: 1px solid black; border-bottom: 1px solid black;"> 1.14 
 </td> 
<td nowrap="" style="width: 117px; border-right: 1px solid black; border-bottom: 1px solid black;"> 0.87 
 </td> 
<td nowrap="" style="width: 117px; border-right: 1px solid black; border-bottom: 1px solid black;"> 4.74 
 </td> 
<td nowrap="" style="width: 144px; border-right: 1px solid black; border-bottom: 1px solid black;"> 4.58 
 </td> </tr> 
<tr> 
<td nowrap="" style="width: 101px; border-right: 1px solid black; border-bottom: 1px solid black;"> 3 Months 
 </td> 
<td nowrap="" style="width: 117px; border-right: 1px solid black; border-bottom: 1px solid black;"> 12.01 
 </td> 
<td nowrap="" style="width: 117px; border-right: 1px solid black; border-bottom: 1px solid black;"> 12.47 
 </td> 
<td nowrap="" style="width: 117px; border-right: 1px solid black; border-bottom: 1px solid black;"> 32.12 
 </td> 
<td nowrap="" style="width: 144px; border-right: 1px solid black; border-bottom: 1px solid black;"> 27.37 
 </td> </tr> 
<tr> 
<td nowrap="" style="width: 101px; border-right: 1px solid black; border-bottom: 1px solid black;"> 6 Months 
 </td> 
<td nowrap="" style="width: 117px; border-right: 1px solid black; border-bottom: 1px solid black;"> 13.03 
 </td> 
<td nowrap="" style="width: 117px; border-right: 1px solid black; border-bottom: 1px solid black;"> 17.18 
 </td> 
<td nowrap="" style="width: 117px; border-right: 1px solid black; border-bottom: 1px solid black;"> 22.61 
 </td> 
<td nowrap="" style="width: 144px; border-right: 1px solid black; border-bottom: 1px solid black;"> 23.91 
 </td> </tr> 
<tr> 
<td nowrap="" style="width: 101px; border-right: 1px solid black; border-bottom: 1px solid black;"> 1 Year 
 </td> 
<td nowrap="" style="width: 117px; border-right: 1px solid black; border-bottom: 1px solid black;"> 31.07 
 </td> 
<td nowrap="" style="width: 117px; border-right: 1px solid black; border-bottom: 1px solid black;"> 40.24 
 </td> 
<td nowrap="" style="width: 117px; border-right: 1px solid black; border-bottom: 1px solid black;"> 37.29 
 </td> 
<td nowrap="" style="width: 144px; border-right: 1px solid black; border-bottom: 1px solid black;"> 42.12 
 </td> </tr> 
<tr> 
<td nowrap="" style="width: 101px; border-right: 1px solid black; border-bottom: 1px solid black;"> 5 Years 
 </td> 
<td nowrap="" style="width: 117px; border-right: 1px solid black; border-bottom: 1px solid black;"> 17.37 
 </td> 
<td nowrap="" style="width: 117px; border-right: 1px solid black; border-bottom: 1px solid black;"> 20.87 
 </td> 
<td nowrap="" style="width: 117px; border-right: 1px solid black; border-bottom: 1px solid black;"> 22.86 
 </td> 
<td nowrap="" style="width: 144px; border-right: 1px solid black; border-bottom: 1px solid black;"> 21.51 
 </td> </tr> 
<tr> 
<td nowrap="" style="width: 101px; border-right: 1px solid black; border-bottom: 1px solid black;"> 7 Years 
 </td> 
<td nowrap="" style="width: 117px; border-right: 1px solid black; border-bottom: 1px solid black;"> 14.66 
 </td> 
<td nowrap="" style="width: 117px; border-right: 1px solid black; border-bottom: 1px solid black;"> 15.79 
 </td> 
<td nowrap="" style="width: 117px; border-right: 1px solid black; border-bottom: 1px solid black;"> 22.54 
 </td> 
<td nowrap="" style="width: 144px; border-right: 1px solid black; border-bottom: 1px solid black;"> 20.13 
 </td> </tr> </tbody></table>
 Source: MFI ICRA
 

 The study shows that an investment of Rs. 1,00,000 in the BSE TECk would have grown to Rs. 1,42,123 in the last year. Meanwhile, an investment of Rs. 1,00,000 would have grown to Rs. 3,56,009 over a period of 7 years. For the same period, an investment of Rs. 1,00,000 in the Nifty 50, Nifty 500, and Nifty IT would have grown to Rs. 2,57,809, Rs. 2,75,983, and Rs. 4,08,462, respectively.
 

 
<table cellspacing="0" cellpadding="0" align="justify" style="width: 0px; border-left: 1px solid black; border-top: 1px solid black;"> 
<tbody>
<tr> 
<td colspan="5" style="width: 594px; border-right: 1px solid black; border-bottom: 1px solid black; background-color: #d9d9d9;"> Value of Investment of Rs 1 Lakh as on August 30, 2024 
 </td> </tr> 
<tr> 
<td style="width: 103px; border-right: 1px solid black; border-bottom: 1px solid black; background-color: #d9d9d9;"> Period 
 </td> 
<td style="width: 119px; border-right: 1px solid black; border-bottom: 1px solid black; background-color: #d9d9d9;"> Nifty 50 
 </td> 
<td style="width: 119px; border-right: 1px solid black; border-bottom: 1px solid black; background-color: #d9d9d9;"> Nifty 500 
 </td> 
<td style="width: 119px; border-right: 1px solid black; border-bottom: 1px solid black; background-color: #d9d9d9;"> Nifty IT 
 </td> 
<td style="width: 134px; border-right: 1px solid black; border-bottom: 1px solid black; background-color: #d9d9d9;"> BSE TECk 
 </td> </tr> 
<tr> 
<td nowrap="" style="width: 103px; border-right: 1px solid black; border-bottom: 1px solid black;"> 1 Month 
 </td> 
<td nowrap="" style="width: 119px; border-right: 1px solid black; border-bottom: 1px solid black;"> 1,01,141 
 </td> 
<td nowrap="" style="width: 119px; border-right: 1px solid black; border-bottom: 1px solid black;"> 1,00,866 
 </td> 
<td nowrap="" style="width: 119px; border-right: 1px solid black; border-bottom: 1px solid black;"> 1,04,741 
 </td> 
<td nowrap="" style="width: 134px; border-right: 1px solid black; border-bottom: 1px solid black;"> 1,04,585 
 </td> </tr> 
<tr> 
<td nowrap="" style="width: 103px; border-right: 1px solid black; border-bottom: 1px solid black;"> 3 Months 
 </td> 
<td nowrap="" style="width: 119px; border-right: 1px solid black; border-bottom: 1px solid black;"> 1,12,007 
 </td> 
<td nowrap="" style="width: 119px; border-right: 1px solid black; border-bottom: 1px solid black;"> 1,12,468 
 </td> 
<td nowrap="" style="width: 119px; border-right: 1px solid black; border-bottom: 1px solid black;"> 1,32,118 
 </td> 
<td nowrap="" style="width: 134px; border-right: 1px solid black; border-bottom: 1px solid black;"> 1,27,365 
 </td> </tr> 
<tr> 
<td nowrap="" style="width: 103px; border-right: 1px solid black; border-bottom: 1px solid black;"> 6 Months 
 </td> 
<td nowrap="" style="width: 119px; border-right: 1px solid black; border-bottom: 1px solid black;"> 1,13,029 
 </td> 
<td nowrap="" style="width: 119px; border-right: 1px solid black; border-bottom: 1px solid black;"> 1,17,178 
 </td> 
<td nowrap="" style="width: 119px; border-right: 1px solid black; border-bottom: 1px solid black;"> 1,22,608 
 </td> 
<td nowrap="" style="width: 134px; border-right: 1px solid black; border-bottom: 1px solid black;"> 1,23,911 
 </td> </tr> 
<tr> 
<td nowrap="" style="width: 103px; border-right: 1px solid black; border-bottom: 1px solid black;"> 1 Year 
 </td> 
<td nowrap="" style="width: 119px; border-right: 1px solid black; border-bottom: 1px solid black;"> 1,31,070 
 </td> 
<td nowrap="" style="width: 119px; border-right: 1px solid black; border-bottom: 1px solid black;"> 1,40,239 
 </td> 
<td nowrap="" style="width: 119px; border-right: 1px solid black; border-bottom: 1px solid black;"> 1,37,295 
 </td> 
<td nowrap="" style="width: 134px; border-right: 1px solid black; border-bottom: 1px solid black;"> 1,42,123 
 </td> </tr> 
<tr> 
<td nowrap="" style="width: 103px; border-right: 1px solid black; border-bottom: 1px solid black;"> 3 Years 
 </td> 
<td nowrap="" style="width: 119px; border-right: 1px solid black; border-bottom: 1px solid black;"> 1,47,301 
 </td> 
<td nowrap="" style="width: 119px; border-right: 1px solid black; border-bottom: 1px solid black;"> 1,63,058 
 </td> 
<td nowrap="" style="width: 119px; border-right: 1px solid black; border-bottom: 1px solid black;"> 1,23,771 
 </td> 
<td nowrap="" style="width: 134px; border-right: 1px solid black; border-bottom: 1px solid black;"> 1,33,513 
 </td> </tr> 
<tr> 
<td nowrap="" style="width: 103px; border-right: 1px solid black; border-bottom: 1px solid black;"> 7 Years 
 </td> 
<td nowrap="" style="width: 119px; border-right: 1px solid black; border-bottom: 1px solid black;"> 2,57,809 
 </td> 
<td nowrap="" style="width: 119px; border-right: 1px solid black; border-bottom: 1px solid black;"> 2,75,983 
 </td> 
<td nowrap="" style="width: 119px; border-right: 1px solid black; border-bottom: 1px solid black;"> 4,08,462 
 </td> 
<td nowrap="" style="width: 134px; border-right: 1px solid black; border-bottom: 1px solid black;"> 3,56,009 
 </td> </tr> </tbody></table>
 Source: MFI ICRA
 

 As mentioned in Motilal Oswal''s 26th Annual Wealth Creation Study by Raamdeo Agrawal, Chairman of MOFSL: Atoms to Bits, MOAMC is positive about the opportunities in Technology sector. It believes that the digital ecosystem in India is right for Atoms-to-Bits and that India is ready to unlock its digital potential. Globally, value is migrating from Atoms (businesses dealing in physical matter) to Bits (businesses which are digital in nature). This has already played out in a big way in the US. 
 

 
 About Motilal Oswal Asset Management Company:
 Motilal Oswal Group possesses a legacy in equities for over 3 decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors based within and outside India and has Mutual Funds, AIFs and Portfolio Management Services business.
 

 
 Source: MFI ICRA as on August 30, 2024
 
 Disclaimer: This release has been issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material fact. The Stocks (if any) mentioned herein is for explaining the concept and shall not be construed as an investment advice to any party. The information / data herein alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions, figures, estimates and data included in this article are as on date. The article does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. The statements contained herein may include statements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Readers shall be fully responsible/liable for any decision taken on the basis of this article. 
 

 
 Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Investments in securities market are subject to market risks, read all relevant documents carefully.
 

 
 For further details, contact:
 Sonam Raheja
 Manager, Corporate Communication,
 Motilal Oswal Financial Services
 Mob +917757072281/Mail: sonam.raheja@motilaloswal.com
 
 &nbsp;

BSE TECk improved in Year 2023, continued Momentum in Year 2024 with 25.3% returns: Motilal Oswal AMC Study

Motilal Oswal MutualFund (MOMF) unveils Motilal Oswal Nifty 500 Momentum 50 Index Fund<o:p />
-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The NFO opens on 04 September, 2024 andcloses on 18 September, 2024<o:p />
<o:p>&nbsp;</o:p>
Mumbai,04 September 2024: Motilal Oswal Mutual Fund (MOMF)today announced the launch of its latest new fund offer, “Motilal OswalNifty 500 Momentum 50 Index Fund&quot;. This is India’s first 500 Momentum 50Index fund. &nbsp;The new fundby MOAMC is an open-ended fund replicating/tracking the Nifty 500 Momentum 50Total Return Index. The fund will offer exposure to stocks that are in thehighest momentum across the large, mid, and small-cap segments of the Nifty 500index.<o:p />
<o:p>&nbsp;</o:p>
Theindex has delivered 75.2% returns in the last 1 year &amp; 35.9% in the past 5years as of July 31, 2024. While Nifty 500 Momentum 50 exhibits strongperformance potential, it may also experience higher volatility.<o:p />
<o:p>&nbsp;</o:p>
AboutNifty 500 Momentum 50 <o:p />
<o:p>&nbsp;</o:p>
TheNifty 500 Momentum 50 index is based on the momentum investing strategy, whichinvolves investing in stocks that have demonstrated strong performance over arecent period. The idea is that stocks that have performed well recently willcontinue to do so in the near future. The index is constituted considering thestrong price performance of stocks in the previous 6 months and 1 year period.Further, stocks are selected from the universe of Nifty 500, thus unlike itspredecessor Nifty 200 Momentum 30 Index, this index also includes stocks fromthe Small-cap segment. Historically it has been observed that the Momentumstrategy works well in the bull and the recovery phase whereas may facechallenges during the bear market phase. <o:p />
<o:p>&nbsp;</o:p>
WhyNifty 500 Momentum 50?<o:p />
<o:p>&nbsp;</o:p>
Historically,momentum strategies have performed well as compared to the broader market overlong periods. The index follows a systematic and rules-based approach to selectstocks, reducing the risk of emotional or biased decision-making. Investorslooking to take exposure to the portfolio of strong-performing stocks may considerthe Nifty 500 Momentum 50 index fund option. Investors should also note thatthis index can be volatile in the short to medium term.<o:p />
<o:p>&nbsp;</o:p>
<o:p>&nbsp;</o:p>
Mr.Prateek Agrawal, MD and CEO of Motilal Oswal Asset Management Company Ltd., said, “Factorinvesting is relatively new in India, within which momentum investing growingrapidly. As of Q1 FY25, out of a total AUM of INR 35,954 crore in factor funds,momentum funds hold the largest share at INR 10,353 crore, highlighting therapid expansion of momentum investing in the country. This growth can largelybe attributed to momentum''s ability to adapt to trending sectors, as the Nifty500 Momentum 50 TRI captures market trends early through dynamic sectorrotation. Consequently, the Nifty 500 Momentum 50 TRI has outperformed theNifty 50 TRI in 12 of the last 19 calendar years.<o:p />
<o:p>&nbsp;</o:p>
TheNifty 500 Momentum 50 has strongly outperformed the Nifty 50 which can beprimarily attributed to the recent rally in the mid-cap and small-cap spacewhich show how the Index broadly captures the momentum from all the 3 segments.Overall, the Nifty500 Momentum 50 TRI has significantly outperformed the Nifty50 TRI over the last 15 years. The index SIP returns for the Nifty 500 Momentum50 TRI have been 82% over 1 year, 45.6% over 3 years, 41.1% over 5 years, and27.4% over 10 years. In comparison, the Nifty 50 TRI has delivered returns of35.8%, 21.6%, 21.5%, and 16.3% respectively, for the same period from August 1,2014, to July 31, 2024.<o:p />
&nbsp;<o:p />
Mr.Pratik Oswal, Chief of Business - Passive Funds, Motilal Oswal Asset ManagementCompany Ltd., said, &quot;The Nifty 500 Momentum 50TRI may remain a strong investment option due to its low-cost, rules-based, andtransparent approach, its exposure to high-momentum stocks across Large, Mid,and Smallcap segments, and its potential to outperform in upward-trendingmarkets. Since April 2005, the Nifty 500 Momentum 50 TRI has achieved anexceptional 76x growth, focusing on top-performing stocks across thesesegments.” <o:p />
<o:p>&nbsp;</o:p>
Thefund will be managed by Mr. Swapnil Mayekar and Mr. Rakesh Shetty (debtcomponent). Both the fund managers have more than a decade of experience indriving growth.<o:p />
The investment objective ofMotilal Oswal Nifty 500 Momentum 50 Index Fund is to provide returns that,before expenses, correspond to the total returns of the securities asrepresented by the Nifty 500 Momentum 50 Index, subject to tracking error.However, there is no guarantee or assurance that the investment objective ofthe scheme will be achieved. <o:p />
<img width="976" height="170" src="file:///C:/Users/RICKYL~1/AppData/Local/Temp/msohtmlclip1/01/clip_image002.png" v:shapes="Picture_x0020_1" /><o:p />
* Investors should consult theirfinancial advisers if in doubt about whether the product is suitable for them. <o:p />
<o:p>&nbsp;</o:p>
The above productlabelling assigned during the New Fund Offer (NFO) is based on internalassessment of the scheme characteristics or model portfolio and the same mayvary post NFO when the actual investments are made.<o:p />
<o:p>&nbsp;</o:p>
About Motilal Oswal Asset Management Company: <o:p />
Motilal Oswal Group possesses a legacy in equities for over 3 decades.Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI asthe Investment Manager for Motilal Oswal Mutual Fund. It was incorporated onNovember 14, 2008. It provides Investment Management and Advisory Services toinvestors based within and outside India and has Mutual Funds, AIFs and PortfolioManagement Services business.<o:p />
Source: Niftyindices<o:p />
Disclaimer This release has beenissued on the basis of internal data, publicly available information and othersources believed to be reliable. The information contained in this document isfor general purposes only and not a complete disclosure of every material fact.The Stocks (if any) mentioned herein is for explaining the concept and shallnot be construed as an investment advice to any party. The information / dataherein alone is not sufficient and shouldn’t be used for the development orimplementation of an investment strategy. It should not be construed asinvestment advice to any party. All opinions, figures, estimates and dataincluded in this article are as on date. The article does not warrant thecompleteness or accuracy of the information and disclaims all liabilities,losses and damages arising out of the use of this information. The statementscontained herein may include statements of future expectations and otherforward-looking statements that are based on our current views and assumptionsand involve known and unknown risks and uncertainties that could cause actualresults, performance or events to differ materially from those expressed orimplied in such statements. Readers shall be fully responsible/liable for anydecision taken on the basis of this article. The Scheme being an index scheme follows a passive investment techniqueand shall only invest in Securities comprising one selected index irrespectiveof the market conditions. <o:p />
Mutual Fund investments are subject to market risks, read all schemerelated documents carefully. <o:p />
For further details contact: 
Rohini Kute 
Head, Corporate Communication, 
Motilal Oswal Financial Services 
Mobile: 9820196838 
Mail: <a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a><o:p />
<o:p>&nbsp;</o:p>
<o:p>&nbsp;</o:p>

Motilal Oswal Mutual Fund (MOMF) unveils Motilal Oswal Nifty 500 Momentum 50 Index Fund

Motilal Oswal AMC launches Motilal Oswal Nifty India Defence ETF 
 
 MODEFENCE - Motilal Oswal Nifty India Defence ETF India’s first Defence ETF listing on the NSE. 
 Mumbai, 29 August 2024: Motilal Oswal Asset Management Company (MOAMC) has announced listing of Motilal Oswal Nifty India Defence ETF with a trading symbol MODEFENCE. This is India’s first ETF offering exposure to the growth potential of Defence stocks listed in India. The index comprises 15 companies which also form a part of the Nifty total market. The ETF is listing on the NSE on 27th August 2024. 
 The index has delivered 159.3% returns in last 1 year &amp; 92.0% in past 3 years as on July 31, 2024. While Defence exhibits strong performance potential, it may also experience higher volatility. 
 Why Defence? 
 According to Nomura research, the Defence sector highlights a significant opportunity for India''s defence sector, estimating a pipeline of USD138 bn over FY24-FY32F. As India continues to prioritize national security and technological advancement, investors are presented with a unique opportunity to participate in this strategic growth. The recent stellar performance this sector can attribute to various changes in government policies and prioritizing the defence sector. Government of India has put import embargo on 4600+ defence item by Dec 2027 to reduce imports and increase defence manufacturing in India, moving towards ‘Atmanirbhar Bharat’ (self-reliance). Government is also actively aiming to increase exports of defence goods and services which is estimated to double in coming 3-4 years according to Nomura. 
 According to market experts, companies in this sector have improved their balance sheets and also their profitability through the continued increase in exports and increase in Defence expenditure by the government. This makes investing in the India Defence Index Fund an attractive investment proposition. 
 Prateek Agrawal, MD &amp; CEO, Motilal Oswal Asset Management Company Ltd said, “Defence stocks is preferable investment choice due to India''s progress towards Atmanirbharta in defence through advancements in technology infrastructure, government''s increased sectoral spending, and the current global political scenario. We believe the sector is well-positioned for long-term growth and a key component of an investment portfolio.” 
 Pratik Oswal, Chief of Business Passive Funds, Motilal Oswal Asset Management Company Ltd said, “India''s manufacturing capabilities are advancing swiftly, with the defence sector presenting significant long-term opportunities for investors, despite the limited number of stocks available. Through our Defence ETF, we aim to provide a pathway for investors to participate in India''s journey towards self-reliance in the sector.” 
 The investment objective of Motilal Oswal Nifty India Defence ETF is to provide returns that, before expenses, correspond to the total returns of the securities as represented by the Nifty India Defence Index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved. 
 Investors can purchase/sell Motilal Oswal Nifty India Defence ETF units on exchange; for more information, please log-in to <a href="http://www.motilaloswalmf.com/">www.motilaloswalmf.com</a>. 
 Source: Niftyindices, Factset, ACEMF, Nomura Research 
 
 
 
 
<table cellspacing="0" cellpadding="0" style="width: 102%; border-left: 1px solid black; border-top: 1px solid black;"> 
<tbody>
<tr> 
<td style="width: 20%; border-right: 1px solid black; border-bottom: 1px solid black; background-color: #002060;"> Name of the scheme 
 </td> 
<td style="width: 32%; border-right: 1px solid black; border-bottom: 1px solid black; background-color: #002060;"> This product is suitable for investors who are seeking* 
 </td> 
<td style="width: 22%; border-right: 1px solid black; border-bottom: 1px solid black; background-color: #002060;"> Scheme Riskometer 
 </td> 
<td style="width: 25%; border-right: 1px solid black; border-bottom: 1px solid black; background-color: #002060;"> Benchmark Riskometer 
 </td> </tr> 
<tr> 
<td style="width: 20%; border-right: 1px solid black; border-bottom: 1px solid black;"> Motilal Oswal Nifty India Defence ETF 
 (An open-ended scheme replicating/ tracking Nifty India Defence Total Return Index) 
 </td> 
<td valign="top" style="width: 32%; border-right: 1px solid black; border-bottom: 1px solid black;"> 
 ·&nbsp; Returns that correspond to the performance of the Nifty India Defence Total Return Index subject to tracking error 
 ·&nbsp; Long-term capital growth 
 </td> 
<td valign="top" style="width: 22%; border-right: 1px solid black; border-bottom: 1px solid black;"> 
 <img src="file:///C:/Users/SHRUTI~1/AppData/Local/Temp/msohtmlclip1/01/clip_image002.png" style="width: 137px; height: 92px;" /> 
 </td> 
<td valign="top" style="width: 25%; border-right: 1px solid black; border-bottom: 1px solid black;"> Nifty India Defence Total Return Index 
 <img src="file:///C:/Users/SHRUTI~1/AppData/Local/Temp/msohtmlclip1/01/clip_image004.png" style="width: 98px; height: 80px;" /> 
 </td> </tr> </tbody></table> * Investors should consult their financial advisers if in doubt about whether the product is suitable for them. 
 About Motilal Oswal Asset Management Company: 
 About Motilal Oswal AMC: Motilal Oswal Group possesses legacy in equities for over 3 decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors based within and outside India and having AIF’s, Portfolio Management Services business and Mutual Funds. 
 For further details contact: 
 Rohini Kute 
 Head, Corporate Communication, 
 Motilal Oswal Financial Services 
 Mobile: 9820196838 
 Mail: <a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a> 
 Disclaimer: This release has been issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material fact. The Stocks (if any) mentioned herein is for explaining the concept and shall not be construed as an investment advice to any party. The information / data herein alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions, figures, estimates and data included in this article are as on date. The article does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. The statements contained herein may include statements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Readers shall be fully responsible/liable for any decision taken on the basis of this article. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. 
 Mutual Fund investments are subject to market risks, read all scheme related documents carefully. 
 
 &nbsp;

Motilal Oswal AMC launches Motilal Oswal Nifty India Defence ETF 

Motilal Oswal Asset Management Company (MOAMC) crosses INR 1 Lakh CR AUM 
 
 Mumbai 28 August 2024: Motilal Oswal Asset Management Company (MOAMC) has today announced that its assets under management (AUM) has surpassed *INR 1 lakh crore as on August 26, 2024. 
 
 **Over the past 10 years from April 2014 to August 2024, MOAMC’s AUM has expanded 50x along with a major expansion of its customer base, which now stands at ~32 lakh from 200+ locations across India. The AMC now has ~46 lakh active folios across all products. In MOAMC AUM, the active and passive MF contribute INR 71.8K Cr. (71.7%), followed by its PMS AUM at INR 14.5K Cr. (14.5%) and AIF at INR 13.7K Cr. (13.7%). Its Active MF AUM stands at INR 47.1K Cr and Passive MF AUM is at INR 27.8K Cr. The company has a ~7% share of all the Cat III AIF commitments and ~6.5% share of all discretionary PMS customers in the industry. 
 
 Mr. Prateek Agrawal, MD and CEO of Motilal Oswal Asset Management Company said, &quot;The milestone of reaching 1 lakh crore in AUM demonstrates our high-conviction portfolio strategy, robust risk management practices, and the confidence our investors have in our processes. Our AMC’s AUM grew from Rs 50,000 crore to 1 lakh cr in the span of 17 months – Apr’23 to Aug’24. This significant growth is a responsibility entrusted upon us by our investors. With this achievement, we remain focused on sustainable growth so that our clients benefit from the better opportunities in the market. Our focus will be on product innovation across all categories to deliver better product offerings.” 
 
 Mr Akhil Chaturvedi, Executive Director &amp; Chief Business Officer, Motilal Oswal AMC said, “Reaching the 1 lakh crore milestone in AUM is a significant achievement that reflects the strength of our diversified investment strategies. Whether it''s our actively managed funds, which continue to outperform, our passive offerings that provide efficient market exposure, or the robust performance of our AIFs and PMS portfolios, this success is driven by a relentless focus on research and a deep understanding of market dynamics. We owe this accomplishment to the trust of our clients, the dedication of our team, and the unwavering support of our distribution partners, and we look forward to building on this momentum to create even greater value for all our stakeholders.&quot; 
 
 MOAMC follows a #High-Quality High-Growth investment strategy offering investors a distinct and methodical way to build wealth. It has witnessed remarkable growth as a result of consistent fund performance supported by research and innovation. The development of new products across many categories has played an important role in maximizing AUM growth. The business has been a pioneer in creating an array of first-to-market products, such as the Nifty India Defence Index Fund and Nifty 500 ETF, among others. MOAMC''s strategic partnerships with MFDs, national distributors, banks, wealth managers, and online platforms have significantly broadened its distribution reach while also strengthening its market share. The company''s innovative marketing approach, as well as its strong online and offline presence have all contributed to its success, and its robust governance structure and risk management measures are in place to help maintain steady growth. 
 
 The MOAMC team which steered MOAMC across INR 1 Lakh Crore AUM mark comprises of Mr. Akhil Chaturvedi, ED, MOAMC, Mr. Niket Shah, CIO, MOMF, Mr. Pratik Oswal, Chief of Business Passive Funds, MOAMC, Mr. Vaibhav Agrawal-AIF Fund Manager, , Mr. Abhishek Anand, AIF &amp; PMS -Fund Manager,&nbsp; Mr. Rakesh Tarway, AIF &amp; PMS,- Fund Manager,&nbsp; Mr. Bijon Pani, AIF &amp; PMS- Fund Manager, Mr. Devanshu Tayal, AIF &amp; PMS, Fund Manager, Mr. Santosh Singh, Fund Manager, MOMF, Mr. Ajay Khandelwal, Fund Manager, MOMF, Mr. Atul Mehra, Fund Manager, MOMF, Mr. Rakesh Shetty, Fund Manager, MOMF ,Mr. Swapnil Mayekar, Fund Manager, MOMF, Mr. Rouhak Shah, Fund Manager, MOMF Mr. Sunil Sawant, Fund Manager, MOMF ensuring the highly differentiated message of Motilal Oswal AMC which puts process before performance is carried amongst distribution partners and investors. 
 
 About Motilal Oswal Asset Management Company: 
 Motilal Oswal Group possesses a legacy in equities for over 3 decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors based within and outside India and has Mutual Funds, AIFs and Portfolio Management Services business 
 For further details contact: 
 Rohini Kute 
 Head, Corporate Communication,&nbsp; 
 Motilal Oswal Financial Services 
 Mobile: 9820196838 
 Mail: <a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a> 
 
 * The total of AUM comprises of Mutual Fund, AIF &amp; PMS. 
 
 **Source: MOAMC Research 
 
 Disclaimer: This release has been issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material fact. The Stocks (if any) mentioned herein is for explaining the concept and shall not be construed as an investment advice to any party. The information / data herein alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions, figures, estimates and data included in this article are as on date. The article does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. The statements contained herein may include statements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Readers shall be fully responsible/liable for any decision taken on the basis of this article. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. 
 # The usage of the terms Hi-Quality and Hi- Growth Portfolios purely depicts Motilal Oswal AMC’s internal fund management strategy/ process which is based on qualitative and quantitative research parameters. 
 
&nbsp; 
 
 Mutual Fund AUM disclaimer: 
 Assets Under Management as on 30th June 2024 (in lakhs) includes: Liquid Fund: 64496.07 | Gilt: 0 | Debt: 21518.73 | Equity: 3850395.29 | Hybrid Schemes: 132849.29 | Solution Oriented Schemes: 0 | Index Funds: 1144630.21 | Gold ETF: 0 | Other ETF: 901160.17 | FOF Overseas: 3322.86 Geographical Spread (%): Top 5 Cities: 59.03 | Next 10 Cities: 12.85 | Next 20 Cities: 5.69 | Next 75 Cities: 6.34 | Others: 16.10. 
 
 
 Mutual Fund investments are subject to market risks, read all scheme related documents carefully. 
 
 Investments in securities market are subject to market risks, read all relevant documents carefully. 
 &nbsp; 
 
 
 
 &nbsp;

Motilal Oswal Asset Management Company (MOAMC) crosses INR 1 Lakh CR AUM

India''s Passive Mutual Fund Industry Surpassing 10 Lakh Crore AUM, says Motilal Oswal AMC study

Motilal Oswal AMC Launches ‘Motilal Oswal Business Cycle Fund
 -&nbsp; The NFO opens from 7th August 2024 and closes on 21st August 2024
 

 
 Mumbai, 6th August 2024: Motilal Oswal Asset Management Company (MOAMC) today announced the launch of its latest new fund offer “Motilal Oswal Business Cycle Fund”. The new thematic fund by MOAMC is an open-ended equity scheme that following business cycles-based investing theme.
 

 
 Key Fund Details:
 NFO Period: 7th August 2024 to 21st August 2024
 Investment Strategy: This investment strategy focuses on generating wealth by investing in companies through dynamic allocation between various sectors and stocks at various stages of business cycle.
 

 Benchmark: Nifty 500 TRI
 Portfolio Strategy: The fund will invest minimum of 80% and maximum of 100% in Equity and Equity related instruments selected on the basis of business cycle theme, Maximum of 20% in Equity &amp; Equity related instruments other than above and Debt and Money Market instruments (including cash and cash equivalents) respectively. Maximum of 10% in Units issued by REITs and InvITs. Maximum of 5% in Units of Mutual Funds with provision for risk mitigation.
 

 
 
 
 Investor Profile: This product is suitable for investors who are seeking capital appreciation over long term by investing predominantly in equities and equity related instruments selected on the basis of business cycle.
 

 
 Mr. Prateek Agrawal, MD and CEO of Motilal Oswal Asset Management Company said, “Indian economy is in an expansion phase which reflects in the improving corporate profitability, credit and CAPEX pick up, and government support to various sectors. This also resulted in improvement in India’s domestic demand and consumption during the past 3 years, which has led to improving business prospects, driving investments in business capacity, and improvement in household assets. With the business cycle strategy, we want to capitalize on this virtuous time for Indian corporates, by selecting businesses that are most likely to do well during this expansion phase.”
 

 
 The business cycle illustrates the natural ebb and flow of the economy, characterized by alternating periods of growth and decline, as reflected in metrics like real GDP growth and various economic indicators. Each phase of the cycle impacts companies and sectors differently, with distinct opportunities and risks emerging at various stages. 
 

 
 Mr. Niket Shah, CIO, Motilal Oswal Asset Management Company said, “Our Business Cycle Fund is strategically designed to capitalize on emerging sectors and themes, allowing early exposure and maximizing the potential for wealth creation from upcoming trends. Utilizing HI-Growth &amp; Hi-Conviction investing, the fund leverages a concentrated allocation of top house ideas across the market spectrum. Its agile approach ensures dynamic investment allocation across all market caps, adapting to evolving opportunities and optimizing returns”.
 

 
 “In business cycle investing, strategic positioning during different phases can significantly impact returns. During expansionary phases, such as 2004-07 and 2021-24, sectors like Capital Goods and Realty have outperformed defensive sectors due to increased capex and infrastructure development. Conversely, during slowdowns like 2009-12, FMCG sectors demonstrated resilience as essential consumption remained steady, outshining sectors like Realty. Similarly, in the trough phase of 2013-20, Consumer Durables surpassed Metals as consumption began to rebound. Understanding these dynamics, wherein market returns are driven by earnings growth and shifts in sentiment, can guide investors in making informed decisions aligned with the business cycle”, added Mr. Niket Shah.
 
 

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 

 
 The Fund Management Team:
 1.&nbsp; Niket Shah, CIO and Fund Manager, MOMF 
 2.&nbsp; Ajay Khandelwal, Co-Fund Manager, MOMF 
 
 The Additional Fund Management Team: 
 1.&nbsp; Santosh Singh, Fund Manager, MOMF 
 2.&nbsp; Atul Mehra, Fund Manager, MOMF 
 3.&nbsp; Rakesh Shetty, Fund Manager, MOMF – (Debt Component)
 4.&nbsp; Sunil Sawant, Fund Manager, MOMF – (Overseas Component)
 

 
 
 &nbsp;Data Source: MOIE, RBI, Ministry of Commerce, ICRA, MOAMC Internal Research
 
 
 &nbsp; Product Labelling:
 <img src="file:///C:/Users/RICKYL~1/AppData/Local/Temp/msohtmlclip1/01/clip_image002.png" style="width: 603px; height: 241px;" />
 
 Product labelling assigned during the NFO is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.
 
 About Motilal Oswal Asset Management Company: 
 Motilal Oswal Group possesses a legacy in equities for over 3 decades. Motilal Oswal Asset Management Company Ltd (MOAMC
 ). MOAMC is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors based within and outside India and has Mutual Funds, AIFs and Portfolio Management Services business (PMS).
 
 
 For further details contact:
 Rohini Kute
 Head, Corporate Communication,
 Motilal Oswal Financial Services
 Mobile: 9820196838
 Mail: <a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a>
 
 Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
 
 
 &nbsp;

Motilal Oswal AMC Launches ‘Motilal Oswal Business Cycle Fund

<img width="137" height="52" src="file:///C:/Users/SHRUTI~1/AppData/Local/Temp/msohtmlclip1/01/clip_image002.gif" alt="cid:image006.png@01DA47C1.74DD2080" v:shapes="Picture_x0020_30" style="height:.541in;width:1.427in" /><o:p />
Motilal Oswal Asset Management Company LaunchesMotilal Oswal Manufacturing Fund<o:p />
<o:p>&nbsp;</o:p>
The NFO open from19th July 2024 to 2nd August 2024<o:p />
<o:p>&nbsp;</o:p>
Mumbai, 18 July, 2024: Motilal Oswal Asset ManagementCompany (MOAMC) today announced the launch of its latest new fund offer“Motilal OswalManufacturing Fund”. The new thematic fund by MOAMC is an open-ended equityscheme following manufacturing theme.<o:p />
<o:p>&nbsp;</o:p>
Key Fund Details:<o:p />
NFO Period: 19th July 2024 to 2nd August2024<o:p />
<o:p>&nbsp;</o:p>
Investment Objective: To achieve long term capitalappreciation by predominantly investing in equity and equity relatedinstruments of companies engaged in the manufacturing activity.<o:p />
<o:p>&nbsp;</o:p>
Benchmark: Nifty India Manufacturing Total Return Index <o:p />
<o:p>&nbsp;</o:p>
Portfolio Strategy: The fund will focus oninvesting in a unique hi-conviction focused manufacturing portfolio (upto ~35stocks) of Houseidentified high growth themes which shall benefit from current capex cycle. Thefund aims to maintain a well-balanced portfolio with 80% to 100% exposure in eachof manufacturing stocks.<o:p />
<o:p>&nbsp;</o:p>
Investor Profile: Tailored for investors who are seekingcapital appreciation over long-term and are looking to capitalise by invest ina unique hi-conviction focussed manufacturing portfolio.<o:p />
<o:p>&nbsp;</o:p>
Mr. Prateek Agrawal, MD and CEO of Motilal OswalAsset Management Company said, “The evolving geopolitical scenario and domesticeconomic strength strategically positions India as an emerging manufacturinghub in the world. The sector is expected to gain interest and witness an upwardmobility of investments from the international investors increasing exports to4.5% by 2031, up from approximately 1.5 percent at present. Government has alsoset an ambitious target of 25% of the Indian economic output for manufacturingby 2025. When looked at India''s lower manufacturing wage cost compared to otherSEA nations, along with a labour productivity growth of 6.2% compared toChina''s 4.2% for FY24, it indicates that India has an advantage over othernations in terms of increased production. With China+1 theme playing out, Indiais expected to benefit from the shift of production outside China.”<o:p />
<o:p>&nbsp;</o:p>
Mr. Niket Shah, CIO, Motilal OswalAsset Management Company said, “Manufacturingfocused funds could add diversification to an investor’s portfolio. There’s amultitude of sectors which offer exponential opportunity to the country’sexports with EMS, Chemicals and Defence leading the charge. Our government hasset out a target of over INR500bn in exports by end of this decade supportedthrough indigenization and policy aid. Our country poses a smooth growthtrajectory as we are witnessing a macro goldilocks event (Expected softeninginflation, expected rate cuts, CAD Surplus and healthy forex reserves). Hence,as part of our strategy we will be investing in the uniquely positioned highconviction house identified high growth manufacturing themes which we believemight benefit from current cycle, also offering investors an opportunity to bea part of the India''s manufacturing growth story”. <o:p />
 
The Fund Management Team:<o:p />
<o:p>&nbsp;</o:p>
<ol start="1" type="1" style="margin-top:0cm"> 
<li class="MsoNormal" style="color:black;mso-list:l1 level1 lfo1">Niket Shah, CIO, MOMF <o:p /></li> 
<li class="MsoNormal" style="mso-list:l1 level1 lfo1">Ajay Khandelwal, Fund Manager, MOMF <o:p /></li></ol>
<o:p>&nbsp;</o:p>
TheAdditional Fund Management Team: <o:p />
<ol start="1" type="1" style="margin-top:0cm"> 
<li class="MsoNormal" style="color:black;mso-list:l0 level1 lfo2">Santosh Shah, Fund Manager, MOMF <o:p /></li> 
<li class="MsoNormal" style="color:black;mso-list:l0 level1 lfo2">Atul Mehra, Fund Manager, MOMF <o:p /></li> 
<li class="MsoNormal" style="color:black;mso-list:l0 level1 lfo2">Rakesh Shetty, Fund Manager, MOMF <o:p /></li> 
<li class="MsoNormal" style="color:black;mso-list:l0 level1 lfo2">Sunil Sawant, Fund Manager, MOMF <o:p /></li></ol>
 
Data Source: MOIE, Internal, CMIE, PIB, Morgan Stanley, Jefferies, BCG,NSE, World Bank, WTO, MeiTY, EY, CEA, Ministry of Power, Nomura, MosPI, CRISIL,IBEF, Elara , BofA, RBI, ISec, Anand Rathi Research<o:p />
 
Product Labelling: <o:p />
<img width="627" height="203" src="file:///C:/Users/SHRUTI~1/AppData/Local/Temp/msohtmlclip1/01/clip_image004.gif" alt="cid:image006.png@01DAD90A.270A7CB0" v:shapes="Picture_x0020_3" style="height:2.114in;width:6.531in" /><o:p />
<o:p>&nbsp;</o:p>
About Motilal Oswal AssetManagement Company: <o:p />
Motilal Oswal Group possesses a legacy in equities for over 3 decades.Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI asthe Investment Manager for Motilal Oswal Mutual Fund. It was incorporated onNovember 14, 2008. It provides Investment Management and Advisory Services toinvestors based within and outside India and has Mutual Funds, AIFs andPortfolio Management Services business<o:p />
 
For further details contact:&nbsp;
Rohini Kute Head, Corporate Communication, Motilal Oswal Financial Services
Mail: rohini.kute@motilaloswal.com

Motilal Oswal Asset Management Company Launches Motilal Oswal Manufacturing FundThe NFO open from 19th July 2024 to 2nd August 2024

Motilal Oswal Nifty India Defence Index Fund Raises Over INR 1,676 Crore in NFO Ended on 27th June 2024 
 
<o:p />
Mumbai: 4 July 2024:&nbsp; Motilal Oswal Asset ManagementCompany (MOAMC) is delighted to announce the impressive success of itsone-of-a-kind “Motilal Oswal Nifty India Defence Index Fund,” which hascollected INR 1,676 crores during the New Fund Offer (NFO) period from 13thJune 2024 to 27th June 2024. Units were allocated on 3rd July, andthe scheme will reopen for further subscription and redemption from 9th July.<o:p />
This New Fund Offer has set a new benchmark with the highest-evercollection by an equity index fund. The Motilal Oswal Nifty India Defence IndexFund, a unique offer is India’s first defence index fund that offers exposureto defence stocks listed in India, allowing investors to participate in thesignificant growth potential of the defence sector.<o:p />
Prateek Agrawal, MD &amp; CEO, Motilal Oswal Asset Management Company Ltd said, “India’s strides towards Atmanirbharta (Self-Reliance) in defence is paving the way for significant growth and innovation. This fund is a testament of the faith that investors have in Motilal Oswal AMC’s products. This fund is poised to benefit from India''s increasingly robust advancements in defence technology and infrastructure, and our investors will be an active part of India’s defence growth story.” <o:p />
Pratik Oswal, Chief of Business Passive Funds, Motilal Oswal Asset Management Company Ltd said, “We are thankful to the investors for putting their trust in us. The NFO of Motilal Oswal Nifty India Defence Index Fund, marks a significant accomplishment in our journey of offering strategic investments, simplified products and being an enabler with greater reach and participation for investors. We are committed to staying ahead of the curve and delivering innovative solutions.”<o:p />
The open-ended fund replicating/tracking the total returns of the Nifty India Defence index has appealed to more than 2,48,000 unique investors from across 16,900 pin codes in India, and this is reflected in its granular and well-diversified client base. <o:p />
MOAMC wishes to extend its heartfelt thanks to all the investors for their overwhelming response and continued trust. 
 
<o:p />
<o:p>&nbsp;</o:p>
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Name of the scheme<o:p /> </td> 
<td width="32%" style="width:32.36%;border:solid windowtext 1.0pt;border-left: none;mso-border-left-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt; background:#002060;padding:0cm 5.4pt 0cm 5.4pt;height:17.9pt"> 
This product is suitable for investors who are seeking*<o:p /> </td> 
<td width="22%" style="width:22.08%;border:solid windowtext 1.0pt;border-left: none;mso-border-left-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt; background:#002060;padding:0cm 5.4pt 0cm 5.4pt;height:17.9pt"> 
Scheme Risk-o-meter<o:p /> </td> 
<td width="25%" style="width:25.0%;border:solid windowtext 1.0pt;border-left: none;mso-border-left-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt; background:#002060;padding:0cm 5.4pt 0cm 5.4pt;height:17.9pt"> 
Benchmark Risk-o-meter<o:p /> </td> </tr> 
<tr style="mso-yfti-irow:1;mso-yfti-lastrow:yes;height:73.3pt"> 
<td width="20%" style="width:20.56%;border:solid windowtext 1.0pt;border-top: none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt; padding:0cm 5.4pt 0cm 5.4pt;height:73.3pt"> 
Motilal Oswal Nifty India Defence Index Fund<o:p /> 
(An open-ended scheme replicating/ tracking Nifty India Defence Total Return Index)<o:p /> </td> 
<td width="32%" valign="top" style="width:32.36%;border-top:none;border-left: none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; mso-border-alt:solid windowtext .5pt;padding:0cm 5.4pt 0cm 5.4pt;height:73.3pt"> 
<o:p>&nbsp;</o:p> 
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Returns that correspond to the performance of the Nifty India Defence Total Return Index subject to tracking error<o:p /> 
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Long-term capital growth<o:p /> </td> 
<td width="22%" valign="top" style="width:22.08%;border-top:none;border-left: none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; mso-border-alt:solid windowtext .5pt;padding:0cm 5.4pt 0cm 5.4pt;height:73.3pt"> 
<v:shapetype id="_x0000_t75" coordsize="21600,21600" o:spt="75" o:preferrelative="t" path="m@4@5l@4@11@9@11@9@5xe" filled="f" stroked="f"> <v:stroke joinstyle="miter"> <v:formulas> <v:f eqn="if lineDrawn pixelLineWidth 0"> <v:f eqn="sum @0 1 0"> <v:f eqn="sum 0 0 @1"> <v:f eqn="prod @2 1 2"> <v:f eqn="prod @3 21600 pixelWidth"> <v:f eqn="prod @3 21600 pixelHeight"> <v:f eqn="sum @0 0 1"> <v:f eqn="prod @6 1 2"> <v:f eqn="prod @7 21600 pixelWidth"> <v:f eqn="sum @8 21600 0"> <v:f eqn="prod @7 21600 pixelHeight"> <v:f eqn="sum @10 21600 0"> </v:f></v:f></v:f></v:f></v:f></v:f></v:f></v:f></v:f></v:f></v:f></v:f></v:formulas> <v:path o:extrusionok="f" gradientshapeok="t" o:connecttype="rect"> <o:lock v:ext="edit" aspectratio="t"> </o:lock></v:path></v:stroke></v:shapetype><v:shape id="Picture_x0020_10" o:spid="_x0000_s2051" type="#_x0000_t75" style="position:absolute;left:0;text-align:left;margin-left:2.15pt; margin-top:19.8pt;width:92.7pt;height:52.9pt;z-index:251659264;visibility:visible; mso-wrap-style:square;mso-width-percent:0;mso-height-percent:0; mso-wrap-distance-left:9pt;mso-wrap-distance-top:0; mso-wrap-distance-right:9pt;mso-wrap-distance-bottom:0; mso-position-horizontal:absolute;mso-position-horizontal-relative:text; mso-position-vertical:absolute;mso-position-vertical-relative:text; mso-width-percent:0;mso-height-percent:0;mso-width-relative:margin; mso-height-relative:margin"> <v:imagedata src="file:///C:/Users/shrutilathiya/AppData/Local/Packages/oice_16_974fa576_32c1d314_311b/AC/Temp/msohtmlclip1/01/clip_image001.png" o:title=""> </v:imagedata></v:shape><o:p /> </td> 
<td width="25%" valign="top" style="width:25.0%;border-top:none;border-left: none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; mso-border-alt:solid windowtext .5pt;padding:0cm 5.4pt 0cm 5.4pt;height:73.3pt"> 
<v:shape id="_x0000_s2050" type="#_x0000_t75" style="position:absolute;left:0;text-align:left; margin-left:9.05pt;margin-top:19.8pt;width:92.05pt;height:54.35pt;z-index:251660288; visibility:visible;mso-wrap-style:square;mso-width-percent:0; mso-height-percent:0;mso-wrap-distance-left:9pt;mso-wrap-distance-top:0; mso-wrap-distance-right:9pt;mso-wrap-distance-bottom:0; mso-position-horizontal:absolute;mso-position-horizontal-relative:margin; mso-position-vertical:absolute;mso-position-vertical-relative:text; mso-width-percent:0;mso-height-percent:0;mso-width-relative:margin; mso-height-relative:margin"> <v:imagedata src="file:///C:/Users/shrutilathiya/AppData/Local/Packages/oice_16_974fa576_32c1d314_311b/AC/Temp/msohtmlclip1/01/clip_image002.png" o:title=""> <w:wrap anchorx="margin"> </w:wrap></v:imagedata></v:shape>Nifty India Defence Total Return Index<o:p /> </td> </tr></tbody></table>
* Investors should consult their financialadvisers if in doubt about whether the product is suitable for them.<o:p />
Note: Other Funds managed by the FundManagers can be viewed on <a href="https://www.motilaloswalmf.com/download/index-fund/factsheet">https://www.motilaloswalmf.com/download/index-fund/factsheet</a> <o:p />
<o:p>&nbsp;</o:p>
Source:Niftyindices, Factset, ACEMF, Nomura Research<o:p />
Disclaimer This release has been issued on the basis ofinternal data, publicly available information and other sources believed to bereliable. The information contained in this document is for general purposesonly and not a complete disclosure of every material fact. The Stocks (if any)mentioned herein is for explaining the concept and shall not be construed as aninvestment advice to any party. The information / data herein alone is notsufficient and shouldn’t be used for the development or implementation of aninvestment strategy. It should not be construed as investment advice to anyparty. All opinions, figures, estimates and data included in this article areas on date. The article does not warrant the completeness or accuracy of theinformation and disclaims all liabilities, losses and damages arising out ofthe use of this information. The statements contained herein may includestatements of future expectations and other forward-looking statements that arebased on our current views and assumptions and involve known and unknown risksand uncertainties that could cause actual results, performance or events todiffer materially from those expressed or implied in such statements. Readersshall be fully responsible/liable for any decision taken on the basis of thisarticle. Mutual Fund investments are subject to market risks, read all schemerelated documents carefully.<o:p />
 
 
About Motilal OswalAsset Management Company:<o:p />
Motilal Oswal Grouppossesses legacy in equities for over 3 decades. Motilal Oswal Asset ManagementCompany Ltd. (MOAMC) is registered with SEBI as the Investment Manager forMotilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It providesInvestment Management and Advisory Services to investors based within andoutside India and having AIF’s, Portfolio Management Services business andMutual Funds. 
 
<o:p />
For further details contact: 
Rohini Kute 
Head, Corporate Communication, 
Motilal Oswal Financial Services 
Mail: <a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a><o:p />
<o:p>&nbsp;</o:p>
<o:p>&nbsp;</o:p>

Motilal Oswal Nifty India Defence Index Fund Raises Over INR 1,676 Crore in NFO Ended on 27th June 2024

Motilal Oswal AMC launches Motilal Oswal Nifty India Defence Index FundMotilal Oswal Nifty India Defence Index Fund is India’s first Index offering exposure to Defence stocks

<o:p>&nbsp;</o:p>
Motilal Oswal Asset Management Company (MOAMC) unveils New Investment Avenue with ''Motilal Oswal Multi Cap Fund''<o:p />
<o:p>&nbsp;</o:p>
Mumbai, 27thMay, 2024: Motilal Oswal Asset ManagementCompany (MOAMC) today announced the launch of its latest new fund offer“Motilal Oswal Multi Cap Fund”. The Multi Cap Fund is an open-endedequity scheme that aims to benefit from investing in opportunities acrosslarge, mid and small cap companies. <o:p />
<o:p>&nbsp;</o:p>
Key Fund Details:<o:p />
NFO Period: 28th May- 11th June 2024
Investment Objective: To achieve long term capital appreciation by predominantly investing inequity and equity related instruments of large, mid and small cap companies.However, there can be no assurance that the investment objective of the schemewill be realized.<o:p />
<o:p>&nbsp;</o:p>
Benchmark: Nifty 500 Multicap50:25:25 Index TR<o:p />
<o:p>&nbsp;</o:p>
Portfolio Strategy:&nbsp;The fund will invest inHigh Conviction Focused Portfolio (upto ~35 stocks) of house identified highgrowth themes leading the market. The fund aims to maintain a well-balancedportfolio with 25% to 50% exposure in each of Small, Mid and Large Cap stocks.
<o:p>&nbsp;</o:p>
Investor Profile: Tailored forinvestors seeking long-term capital growth by investing in a UniqueHi-Conviction Focused Multi Cap Portfolios with disciplined allocation to allmarket cap segments at all points of time, the Motilal Oswal Multi Cap Fund isideal for those with investment horizon of 3-7 years and are looking tocapitalise on the potential of emerging businesses benefitting from India’seconomic growth.<o:p />
<o:p>&nbsp;</o:p>
Speaking on theoccasion, Mr. Prateek Agrawal, MD and CEO of Motilal Oswal Asset Management Company said, “India is currently experiencing a mini-Goldilocks moment. Indianeconomy, while not being immune to the global turmoil has demonstrated strongperformance across key indicators with GDP expected to grow to $30trn by 2047. Thecoming few years will be the transformative phase for the Indian economy. Solidmacroeconomic conditions, healthy corporate earnings, peaking of interestrates, moderate inflation print, and ongoing policy momentum will help drivethis growth in equity markets too. We firmly believe in the medium-term Indiatrajectory and have conviction in selected domestic cyclical themes.”<o:p />
<o:p>&nbsp;</o:p>
A multi cap strategyis ideal to ride the wave of growth across the economy with a discipline of Market Cap allocation and discretion of stock selection.If we look at annualised outperformance over 3 &amp; 5-Years RollingPeriod, it shows outperformance of The Multi Cap Index over Nifty 500. On 3 Year Rolling, there was an Average Outperformance 1.18% 67% of thetimes. On a 5 Year Rolling basis there was outperformance 77% of Times, withaverage outperformance of 1.00%.* <o:p />
<o:p>&nbsp;</o:p>
Niket Shah, ChiefInvestment Officer, Motilal Oswal MF said, &quot;Hi-Growth Investing + Hi-Conviction allocationsis the ultimate recipe for long term Alpha. The multi-cap fund allows you to multiplyyour growth potential. Our fund strategy looks to capture segments that areprojected to be spearheading the growth in India’s equity markets in the comingdecade. These segments include but are not limited to industrials, chemicals,hospitals, EMS, capital goods, telecom, fintech and defence. Our focus will alsobe on adequate participate in High Growth SMID segment, considering the risingshare of SMID in Market Cap and turnover reflects the underlying strong growthof momentum.&quot;<o:p />
<o:p>&nbsp;</o:p>
The Fund Management Team:<o:p />
<o:p>&nbsp;</o:p>
1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Niket Shah, CIO,MOMF (Multicap) <o:p />
2.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Ajay Khandelwal,Fund Manager, MOMF (Small Cap Equity) <o:p />
3.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Atul Mehra, FundManager, MOMF (Large Cap Equity) <o:p />
 
The Additional Fund Management Team: 
 
<o:p />
1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Santosh Shah,Fund Manager, MOMF (other Equity Component) <o:p />
2.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Rakesh Shetty,Fund Manager, MOMF (Debt component) <o:p />
3.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Ankush Sood, FundManager, MOMF (International Equity Component) <o:p />
 
 
*Data Source: Motilal Oswal Institutional Equities <o:p />
<o:p>&nbsp;</o:p>
Product Labelling: 
<img width="614" height="229" src="file:///C:/Users/SHRUTI~1/AppData/Local/Temp/msohtmlclip1/01/clip_image002.jpg" v:shapes="Picture_x0020_2" /><o:p />
<o:p>&nbsp;</o:p>
About Motilal Oswal Asset Management Company: <o:p />
Motilal Oswal Group possesses legacy in equities for over 3decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered withSEBI as the Investment Manager for Motilal Oswal Mutual Fund. It wasincorporated on November 14, 2008. It provides Investment Management andAdvisory Services to investors based within and outside India and having AIF’s,Portfolio Management Services business and Mutual Funds. 
 
 
<o:p />
<o:p>&nbsp;</o:p>
For further details contact: 
Rohini Kute 
Head, Corporate Communication, 
Motilal Oswal Financial Services 
Mobile: 9820196838 
Mail: <a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a><o:p />
<o:p>&nbsp;</o:p>

Motilal Oswal Asset Management Company (MOAMC) unveils New Investment Avenue with ''Motilal Oswal Multi Cap Fund''

Motilal Oswal Flexicap Fund Celebrates a Decade of High Conviction Investing<o:p />
Skin in the Game -Promoters have invested INR ~1993 cr in Motilal Oswal Flexicap Fund, +20% of the total AUM INR 9660* crore of the fund.<o:p />
Mumbai, 2 May 2024: Motilal Oswal Flexicap Fund, a flagship offering from Motilal Oswal Asset Management Company, marks a significant milestone on 28 April 2024,as it completes ten years of journey with steadfast commitment to investors. Since its inception, the fund has consistently delivered returns, positioning itself as a one of the popular choice for investors seeking diversified exposure across market capitalisations.<o:p />
With an impressive Assets Under Management (AUM) of over INR 9660 crore, the Motilal Oswal Flexicap Fund has not only garnered trust and confidence from a vast investor base, but also demonstrated a strong growth trajectory. This growth, coupled with the fund''sability to cater to diverse investment needs, underscores its potential for wealth creation.<o:p />
Notably, the promoters'' commitment to the fund''s success is evident through their substantial investment of INR ~1993 crore, representing +20% of the total AUM of the fund. This &quot;skin in the game&quot; approach underscores their confidence in the fund''s strategies and long-term potential.<o:p />
“At Motilal Oswal AMC, we believe in the quality of business, quality of management, and growth prospects. Our fund manager follows an active investing style and runs focused high-conviction portfolios. We are a process-driven AMC and follow a team-based approach towards chiselling out narrowly defined long-period sustaining growth themes. The process is the key to a high earnings growth quotient for our portfolios. The consistent growth inour AUM demonstrates the confidence investors have in Motilal Oswal Group and our ‘Skin In The Game’ approach. We are excited to continue being a partner with our investors in their wealth creation journey,” shared Mr Prateek Agrawal, MD &amp; CEO of Motilal Oswal Asset Management Company.<o:p />
The fund''s portfolio is actively managed with precision by Niket Shah as a lead fund manager for MO Flexicap fund. Niket Shah and the investment committee’s unique investment strategy has played acrucial role in the Flexicap fund’s turnaround. &nbsp;<o:p />
&quot;As a fund manager, seeing Motilal Oswal Flexicap Fund achieve this 10 years’ milestone is immensely gratifying. Our high-conviction portfolio has enabled the fund to show noticeable growth in the last two years. We will continue to identify businesses and sectors that have the potential of offer high value. The strategic decision to reallocate funds between mid-cap and large-cap will help us achieve the required growth, which we aim to sustain in the coming years. Our Flexicap fund has been investors’ preference for a very long time,” said Mr.&nbsp;Niket Shah, Fund Manager &amp; Chief Investment Officer at Motilal Oswal Mutual Fund.&quot;<o:p />
Motilal Oswal Flexicap Fund’s performance is showcasing the team''s ability to identify and capitalise on promising investment opportunities across sectors. Supported by a robust distribution network, the fund has reached investors in both urban and rural areas, ensuring accessibility and convenience for all. The investment objective of the scheme is to achieve long term capital appreciation by primarily investing in equity&amp; equity related instruments across sectors and market-capitalization levels.<o:p />
With a track record of performance and a disciplined investment approach, the fund continues to be a preferred choice for discerning investors looking to build wealth over the longterm. <o:p />
About Motilal Oswal Asset Management Company:<o:p />
Motilal Oswal Group has a legacy in equities for over three decades. Motilal Oswal Asset Management Company Ltd.(MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors based within and outside India and has a business in Mutual Funds, AIFs, and Portfolio Management Services.<o:p />
*Assets under Management as on March 31 2024, AUM (in lakhs)includes: Liquid Fund: 52523.12 | Gilt: 0| Ultra Short Duration Fund: 16547.24|Equity: 2961370.29| Hybrid Schemes: 133621.61| Solution Oriented Schemes:0|Index Funds: 893702.84| Gold ETF: 0| Other ETF: 828986.33| FOF Overseas: 3603.89|GeographicalSpread (%): Top 5 Cities: 60.62| Next 10 Cities: 12.30|Next 20 Cities: 5.67|Next 75 Cities: 6.09| Others: 15.31 
 
<img width="654" height="237" src="file:///C:/Users/SHRUTI~1/AppData/Local/Temp/msohtmlclip1/01/clip_image002.jpg" v:shapes="Picture_x0020_5" /> 
 
<img width="632" height="189" src="file:///C:/Users/SHRUTI~1/AppData/Local/Temp/msohtmlclip1/01/clip_image004.jpg" v:shapes="Picture_x0020_2" /><o:p />
Mutual fund investments are subject to market risks, read all scheme related documents carefully.<o:p />
<o:p>&nbsp;</o:p>
<o:p>&nbsp;</o:p>
For Further Details, Contact:<o:p />
Rohini Kute, Group Head – Corporate Communication, Motilal Oswal Financial Services Ltd<o:p />
Rohini.kute@motilaloswal.com<o:p />

Motilal Oswal Flexicap Fund Celebrates a Decade of High Conviction InvestingSkin in the Game - Promoters have invested INR ~1993 cr in Motilal Oswal Flexicap Fund, +20% of the total AUM INR 9660* crore of the fund.

<h1 align="center" style="margin-top:0cm;margin-right:0cm;margin-bottom:7.5pt;margin-left:0cm;text-align:center;background:white">Motilal Oswal AMC announces Leadership changes to Drive Growth Strategy<o:p /></h1>
<h1 style="margin-top:0cm;margin-right:0cm;margin-bottom:7.5pt;margin-left:36.0pt;text-align:justify;text-indent:-18.0pt;mso-list:l0 level1 lfo1;background:white">·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Mr. Prateek Agrawal elevated as MD &amp; CEO of Motilal Oswal AMC<o:p /></h1>
<h1 style="margin-top:0cm;margin-right:0cm;margin-bottom:7.5pt;margin-left:36.0pt;text-align:justify;text-indent:-18.0pt;mso-list:l0 level1 lfo1;background:white">·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Mr. Akhil Chaturvedi elevated as Executive Director of Motilal Oswal AMC<o:p /></h1>
<h1 style="margin-top:0cm;margin-right:0cm;margin-bottom:7.5pt;margin-left:36.0pt;text-align:justify;text-indent:-18.0pt;mso-list:l0 level1 lfo1;background:white">·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Mr. Niket Shah elevated as Chief Investment Officer of Motilal Oswal Mutual Fund<o:p /></h1>
Mumbai,24 April 2024: Motilal Oswal Group (‘Group’) has today announced strategic leadership changes designed to continue accelerating growth with transformative strategies in Motilal Oswal AMC (‘MOAMC'').<o:p />
<o:p>&nbsp;</o:p>
MOAMC has remarkable turnaround in performance with ~90% of the total schemes outperforming the irrespective benchmarks. This has led to improvement in Assets Under Management (‘AUM’)of the MOAMC to Rs. 71,810 crores in March, 2024 from Rs. 45,712 cr in March, 2023. <o:p />
<o:p>&nbsp;</o:p>
Navin Agarwal has been associated with Group for over 23 years. Further, he has been the MD &amp; CEO of MOAMC since July, 2020. Under his leadership MOAMC has seen strong turn around in overall performance. With closing business hours of April 25, 2024, Mr. Agarwal will go back to his Group role and in this capacity, he will continue to leverage his extensive experience and expertise to drive strategic initiatives and contribute to the overall growth of the Motilal Oswal Group. <o:p />
<o:p>&nbsp;</o:p>
The company has announce delevation of Prateek Agrawal as MD &amp; CEO of MOAMC w.e.f April 26, 2024. Prateek has rich experience of close to 30 years in the asset management business. Prateek joined MOAMC in October, 2022. During his tenure with the MOAMC, Prateek has demonstrated outstanding leadership and strategic acumen. <o:p />
<o:p>&nbsp;</o:p>
Akhil Chaturvedi, currently Chief Business Officer of MOAMC, is now elevated to the position of Executive Director. <a name="_Hlk163841420">Akhil has been associated with MOAMC for over 11 years and has been leading the entire Sales &amp; Operations functions. He has 25 years of rich experience in multiple functional roles including sales, distribution, client advisory and business development across leading asset management companies.<o:p /></a>
<o:p>&nbsp;</o:p>
<a name="_Hlk163841432">Niket Shah, MF - Fund Manager of designated schemes of Motilal Oswal Mutual Fund,</a> has been elevated to the position of Chief Investment Officer. Niket has been associated with the Motilal Oswal Group for over 11 years. He has more than 14 years of experience as fund manager and research analyst. He has showcased exemplary performance as a fund manager, notably overseeing the Motilal Oswal Flexicap Fund(Flexicap Fund) and Motilal Oswal Midcap Fund (Midcap Fund) with AUM exceeding Rs. 18,000 crores*. &nbsp;<o:p />
<o:p>&nbsp;</o:p>
All of them will start on their new roles w.e.f. April 26, 2024.<o:p />
&nbsp;<o:p />
Speaking on the occasion, Mr. Raamdeo Agrawal, Chairman, Motilal Oswal Asset Management Company Limited said ,“This leadership transition not only recognizes their efforts but also demonstrates our focused progression towards attaining market leading positions across our businesses. We strongly believe in empowering our internal talent to propel businesses to greater heights. Promoting Prateek as MD &amp; CEO reinforces our commitment to internal capabilities and a culture of growth and excellence. Navin''s pivotal role at the group level is crucial across all business f unctions, leveraging his extensive experience and deep operational understanding to steer our strategic direction and ensure alignment across our diverse portfolio.”<o:p />
<o:p>&nbsp;</o:p>
Mr. Raamdeo Agrawal further added, “The elevation of Akhil and Niket underscores their proven track record and dedication, solidifying their invaluable leadership roles within our organization.”<o:p />
<o:p>&nbsp;</o:p>
Mr Navin Agarwal said, “Prateek Agrawal''s extensive experience in the asset management businesses across mutual funds and alternate assets make him ideally suited to drive Motilal Oswal AMC towards greater heights.”<o:p />
<o:p>&nbsp;</o:p>
Mr Navin Agarwal further added about elevation of Mr Chaturvedi and Mr Shah, “Akhil''s decade plus tenure with MOAMC and his exceptional network-building capabilities have been instrumental in driving sales and business growth of MOAMC. Niket''s demonstrated capabilities in identifying high quality high growth opportunities across chosen themes and building the trust of investors and distributors by creating winning portfolios will ensure continued success and value for all stakeholders. As a CIO, we are confident in his ability to lead the team to drive superior outcomes across all our funds.”<o:p />
<o:p>&nbsp;</o:p>
About Motilal Oswal Asset Management Company:<o:p />
Motilal Oswal Group possesses a legacy in equities for over 3 decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors based within and outside India and has Mutual Funds, AIFs and Portfolio Management Services business.
<o:p>&nbsp;</o:p>
*Assets under Management as on 31» March 2024 (in lakhs) includes: Liquid Fund: 52523.12 | Gilt: 0| Debt: 16547.24| Equity: 2640857.32| ELSS Funds: 320512.97| Hybrid Schemes: 133621.61| Solution Oriented Schemes: 0|Index Funds: 893702.84| Gold ETF: 0| Other ETF: 766237.01| FOF Overseas:3603.89| PMS: 121337.8| AIF(MOAIT):2641.4| AIF(MOAIT-I): 933355|<o:p />
Geographical Spread (%): Top 5 Cities: 60.62| Next 10 Cities: 12.30|Next 20 Cities: 5.67| Next 75 Cities: 6.09| Others: 15.31 <o:p />
<o:p>&nbsp;</o:p>
Past performance may or may not be sustained in future.
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
For Further Details Contact:<o:p />
Rohini Kute, Group Head – Corporate Communication, Motilal Oswal Financial Services Ltd<o:p />
Rohini.kute@motilaloswal.com
<o:p>&nbsp;</o:p>

Motilal Oswal AMC announces Leadership changes to Drive Growth Strategy•	Mr. Prateek Agrawal elevated as MD & CEO of Motilal Oswal AMC•	Mr. Akhil Chaturvedi elevated as Executive Director of Motilal Oswal AMC•	Mr. Niket Shah elevated as Chief Investment Officer of Motilal Oswal Mutual Fund

Nifty 500 Tops Key Global Indices Peer Chart over last 10 years: Motilal Oswal Asset Management Company

<span style="font-size:12.0pt;mso-bidi-font-size:11.0pt;line-height:107%;mso-ascii-font-family:calibri;mso-ascii-theme-font:minor-latin;mso-hansi-font-family:calibri;mso-hansi-theme-font:minor-latin;mso-bidi-font-family:calibri;mso-bidi-theme-font:minor-latin;color:black;mso-themecolor:text1;mso-ansi-language:en-in">Motilal Oswal Midcap Fund celebrates 10yrs of launch<o:p />
<span style="font-size:12.0pt;mso-bidi-font-size:11.0pt;line-height:107%;mso-ascii-font-family:calibri;mso-ascii-theme-font:minor-latin;mso-hansi-font-family:calibri;mso-hansi-theme-font:minor-latin;mso-bidi-font-family:calibri;mso-bidi-theme-font:minor-latin;color:black;mso-themecolor:text1;mso-ansi-language:en-in;mso-bidi-font-weight:bold">Generated AUM of <span style="font-size:12.0pt;mso-bidi-font-size:11.0pt;line-height:107%;mso-ascii-font-family:calibri;mso-ascii-theme-font:minor-latin;mso-fareast-font-family:times new roman;mso-hansi-font-family:calibri;mso-hansi-theme-font:minor-latin;mso-bidi-font-family:calibri;mso-bidi-theme-font:minor-latin;color:black;mso-themecolor:text1;mso-ligatures:none;mso-ansi-language:en-in;mso-fareast-language:en-in;mso-bidi-font-weight:bold">Rs. 8,490 crores<span style="font-size:12.0pt;mso-bidi-font-size:11.0pt;line-height:107%;mso-ascii-font-family:calibri;mso-ascii-theme-font:minor-latin;mso-hansi-font-family:calibri;mso-hansi-theme-font:minor-latin;mso-bidi-font-family:calibri;mso-bidi-theme-font:minor-latin;color:black;mso-themecolor:text1;mso-ansi-language:en-in;mso-bidi-font-weight:bold"> with 6.09 lakh unique investors from 185cities<o:p />
<span style="mso-ascii-font-family:calibri;mso-ascii-theme-font:minor-latin;mso-fareast-font-family:times new roman;mso-hansi-font-family:calibri;mso-hansi-theme-font:minor-latin;mso-bidi-font-family:calibri;mso-bidi-theme-font:minor-latin;color:black;mso-themecolor:text1;mso-ligatures:none;mso-ansi-language:en-in;mso-fareast-language:en-in">Mumbai, 6th March 2024<span style="mso-ascii-font-family:calibri;mso-ascii-theme-font:minor-latin;mso-fareast-font-family:times new roman;mso-hansi-font-family:calibri;mso-hansi-theme-font:minor-latin;mso-bidi-font-family:calibri;mso-bidi-theme-font:minor-latin;color:black;mso-themecolor:text1;mso-ligatures:none;mso-ansi-language:en-in;mso-fareast-language:en-in">: Celebrating the 10 years of its Motilal Oswal Midcap Fund, Motilal Oswal AMC today announced that the fund has generated an AUM of close to Rs 8,490 crore.<o:p />
<o:p>&nbsp;</o:p>
MOAMC’s Midcap Fund has appealed to investors across India, which is reflected in its granular and well-diversified client base across 185 cities. The participation from retail investors has been quite notable with over 5.3 lakh unique investors investing in the fund from across 2,126 unique pin code as on 31st Jan’24. The fund has also seen SIP participation of over 3.2 lakh investors for the same period. &nbsp;The Top five states contributed over 90% of the AUM, this includes Maharashtra, Andhra Pradesh, Delhi, Gujarat, West Bengal.<o:p />
<o:p>&nbsp;</o:p>
Midcap has performed well during the past 10year with the Nifty Midcap 100 Index topping the chart with 20.3% returns. Midcaps have done well even in bad cycles. In the Midcap category, the Motilal Oswal Midcap fund is among the top funds to beat benchmark returns. <o:p />
<o:p>&nbsp;</o:p>
“The daily increase in our assets undermanagement (AUM) demonstrates the confidence investors have in Motilal Oswal. It indicates that our strategies are effective and that our fund is carefully managed. We express our gratitude for the sales and distribution support provided by our distribution partners, affiliate partners, and independent financial advisors (IFAs),” said, Akhil Chaturvedi, Chief Business Officer, Motilal Oswal Asset Management Company.<o:p />
<o:p>&nbsp;</o:p>
“Midcap as a category has been performing well since 2004 till date. Huge wealth has been created in this space because the companies are in high growth phase as compared to large caps and are more stable than small caps in a weak macro environment. We have identified many such companies with high growth and high quality in last decade which has benefited the fund and we believe the next decade provide us with many more such opportunities. Given such large exciting opportunities we believe the run way of growth for the midcaps is still very high.”, said&nbsp;Niket Shah, Fund Manager, Motilal Oswal AMC.<o:p />
<o:p>&nbsp;</o:p>
<span style="mso-ascii-font-family:calibri;mso-ascii-theme-font:minor-latin;mso-hansi-font-family:calibri;mso-hansi-theme-font:minor-latin;mso-bidi-font-family:calibri;mso-bidi-theme-font:minor-latin;color:black;mso-themecolor:text1;mso-ansi-language:en-in;mso-bidi-font-weight:bold">The investment objective of Motilal Oswal Midcap Fund is to provide investors a long-term capital growth who are seeking investment in quality midcap companies having long-term competitive advantages and growth potential.<o:p />
<o:p>&nbsp;</o:p>
Performance:<v:shapetype id="_x0000_t75" coordsize="21600,21600" o:spt="75" o:preferrelative="t" path="m@4@5l@4@11@9@11@9@5xe" filled="f" stroked="f"> <v:stroke joinstyle="miter"> <v:formulas> <v:f eqn="if lineDrawn pixelLineWidth 0"> <v:f eqn="sum @0 1 0"> <v:f eqn="sum 0 0 @1"> <v:f eqn="prod @2 1 2"> <v:f eqn="prod @3 21600 pixelWidth"> <v:f eqn="prod @3 21600 pixelHeight"> <v:f eqn="sum @0 0 1"> <v:f eqn="prod @6 1 2"> <v:f eqn="prod @7 21600 pixelWidth"> <v:f eqn="sum @8 21600 0"> <v:f eqn="prod @7 21600 pixelHeight"> <v:f eqn="sum @10 21600 0"> </v:f></v:f></v:f></v:f></v:f></v:f></v:f></v:f></v:f></v:f></v:f></v:f></v:formulas> <v:path o:extrusionok="f" gradientshapeok="t" o:connecttype="rect"> <o:lock v:ext="edit" aspectratio="t" /></v:path></v:stroke></v:shapetype><v:shape id="Picture_x0020_4" o:spid="_x0000_i1027" type="#_x0000_t75" style="width:490.5pt;height:111.75pt;visibility:visible;mso-wrap-style:square"> <v:imagedata src="file:///C:/Users/SHRUTI~1/AppData/Local/Temp/msohtmlclip1/01/clip_image001.emz" o:title="" /></v:shape><o:p />
<o:p>&nbsp;</o:p>
Sources: MOAMC Internal Research. Data is as on 29th Feb 2024. &nbsp;Please refer page no. 48 for asset class wise &amp; geographical AUM disclosure from factsheet -&nbsp; <a href="https://www.motilaloswalmf.com/CMS/assets/uploads/Documents/2f906-most-factsheet-january-2024.pdf">https://www.motilaloswalmf.com/CMS/assets/uploads/Documents/2f906-most-factsheet-january-2024.pdf</a><o:p />
 

For performance of other schemes managed, please refer the Annexure: <a href="https://www.motilaloswalmf.com/CMS/assets/uploads/Documents/0472d-mf-annexure.pdf">https://</a><a href="https://www.motilaloswalmf.com/CMS/assets/uploads/Documents/0472d-mf-annexure.pdf">www.motilaloswalmf.com/CMS/assets/uploads/Documents/0472d-mf-annexure.pdf</a>
 

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.<o:p />
&nbsp;<o:p />
<v:shape id="Picture_x0020_3" o:spid="_x0000_i1026" type="#_x0000_t75" style="width:468pt;height:135.75pt;visibility:visible;mso-wrap-style:square"> <v:imagedata src="file:///C:/Users/SHRUTI~1/AppData/Local/Temp/msohtmlclip1/01/clip_image002.png" o:title="" /></v:shape><span style="mso-ascii-font-family:calibri;mso-ascii-theme-font:minor-latin;mso-hansi-font-family:calibri;mso-hansi-theme-font:minor-latin;mso-bidi-font-family:calibri;mso-bidi-theme-font:minor-latin;color:black;mso-themecolor:text1;mso-ansi-language:en-in;mso-bidi-font-weight:bold"><o:p />
About Motilal Oswal Asset Management Company: <o:p />
Motilal Oswal Group possesses a legacy in equities for over 3 decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors based within and outside India and has Mutual Funds, AIFs and Portfolio Management Services business<o:p />
For further details contact: 
Rohini Kute 
Head, Corporate Communication, 
Motilal Oswal Financial Services 
Mail: <a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a><o:p />

Motilal Oswal Midcap Fund celebrates 10yrs of launchGenerated AUM of Rs. 8490 crores with 6.09 lakh unique investors from 185 cities

Motilal Oswal Asset Management Company (MOAMC) launches <o:p />
‘Motilal Oswal Large Cap Fund''<o:p />
<o:p>&nbsp;</o:p>
Mumbai, 15 January2024: Motilal Oswal Asset Management Company (MOAMC) announces the launch of its latest investment offering, the ''Motilal Oswal Large Cap Fund’. This open-ended equity scheme is strategically designed to provide investors with a unique opportunity to tap into the potential of the large-cap segment. <o:p />
<o:p>&nbsp;</o:p>
Key Fund Details:<o:p />
Nature: An open-ended equity scheme predominantly investing in large-cap stocks<o:p />
<o:p>&nbsp;</o:p>
Investment Objective: To achieve long-term capital appreciation by predominantly investing in equity and equity-related instruments of large-cap companies. However, there can be no assurance that the investment objective of the scheme will be realized.<o:p />
<o:p>&nbsp;</o:p>
NFO Period: 17th January to 31st January 2024<o:p />
<o:p>&nbsp;</o:p>
Portfolio Strategy: The fund aims to maintain a strategically balanced portfolio with exposure of a minimum of 80% in the Nifty 100 large-cap stocks, complemented by a thoughtful 20% allocation in small-cap/Mid/IPO/Pre-IPO/Foreign Equity. <o:p />
<o:p>&nbsp;</o:p>
Ideal Investor Profile: The product is designed for investors looking for long-term capital growth. It is ideal for investors wanting to invest in equity and equity related instruments of large-cap stocks. The fund's performance will be benchmarked against Nifty 100 TRI. <o:p />
<o:p>&nbsp;</o:p>
Why choose MO Large Cap Fund: The fund would be based on a unique &quot;ACE&quot; construct, featuring a High Active Share (maintaining 60-80% against peers'' &lt;50%), High Conviction &amp; Focused Portfolio (Aiming to have a focused portfolio of 30 stocks, distinguishing from peers with an average of 58), and an Equi-Weighted Portfolio Strategy (deviating from index &amp; peers by maintaining around 10%allocation to top 3 holdings). The goal is to provide a distinctive positioning, steering clear of market norms, and creating a diversified portfolio for consistent returns. The above construct is based upon the current portfolio construct.<o:p />
<o:p>&nbsp;</o:p>
<a name="_Hlk155615663">Mr. Navin Agarwal, MD &amp; CEO, Motilal Oswal AMC said, “Our midcap fund has consistently garnered a positive response from investors over the years. Following the successful launch of our Small-Cap fund last month and now introducing the Large-Cap fund, we aim to diversify our offerings across various market capitalisations.”<o:p /></a>
“Given the improving strength in our economy and businesses, there's a potential ,resurgence of Foreign Institutional Investors (FIIs) returning to India. Historically, a significant portion of FIIs'' allocation gravitates towards Large Cap. Considering the currently attractive valuations in the Large-cap segment, we believe it's an opportune moment to step into the large-cap space to capitalise on the potential upside,” added Navin Agarwal.<o:p />
Large-caps have consistently performed over the years by being in the top 2 quartiles for 9 out of 11 years.<o:p />
Mr. Atul Mehra, Equity Fund Manager at MOAMC said, “Indian Large Caps often mirror mid and small caps in the Global context, presenting a growth canvas for savvy investors. Today, Indian Large Caps boast the apex of quality with soaring RoE, robust PAT, and impressive Sales figures. Furthermore, their valuations stand at a modest with trailing PE at 21.9 (Source: Nifty Indices and MOAMC internal research), unveiling an ideal blend of quality and growth potential. Our new fund is an invitation to investors to A-C-E their game –leveraging our unique framework of ‘ACE’ – High ‘Active’ Share (~60-80%), High ‘Conviction’ (aimed at ~30 stock portfolio) 3) ‘Equal’ weight portfolio. This strategy positions us uniquely against the benchmark, promising a dynamic and actively managed portfolio that navigates market complexities with finesse. <o:p />
We're excited to offer investors an exceptional avenue for high-quality, high-growth opportunities in the Indian market.”<o:p />
<o:p>&nbsp;</o:p>
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. <o:p />
<o:p>&nbsp;</o:p>
The term ‘Hi-Quality and Hi-Growth Portfolios’ refer to Motilal Oswal AMC’s defined fund management processes based on internal qualitative and quantitative research parameters &amp; not be construed as investment advice to any party. <o:p />
&nbsp;<img width="619" height="232" src="file:///C:/Users/SHRUTI~1/AppData/Local/Temp/msohtmlclip1/01/clip_image002.png" v:shapes="Picture_x0020_12" /><o:p />
Note: The product labelling assigned during the NFO is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when actual investments are made.<o:p />
About Motilal Oswal Asset Management Company: <o:p />
Motilal Oswal Group possesses a legacy in equities for over 3 decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors based within and outside India and has Mutual Funds, AIFs, Portfolio Management Services business.<o:p />
<o:p>&nbsp;</o:p>
<o:p>&nbsp;</o:p>
For more details, contact:<o:p />
Rohini Kute<o:p />
Head of Group Corporate Communications,<o:p />
Motilal Oswal Financial Service Ltd<o:p />
<a href="mailto:Rohini.kute@motilaloswal.com">Rohini.kute@motilaloswal.com</a><o:p />
<o:p>&nbsp;</o:p>

Motilal Oswal Asset Management Company (MOAMC) launches ‘Motilal Oswal Large Cap Fund''

<o:p>&nbsp;</o:p>
Motilal Oswal Asset Management Company’s Small Cap Fund collects&nbsp;<o:p />
over?1,350 crores in NFO period<o:p />
Highest-ever Small-Cap NFO Collection in India<o:p />
&nbsp;<o:p />
Receives investments from50+ Indian cities for its active fund NFO launched after a gap of 4 years.<o:p />
<o:p>&nbsp;</o:p>
Mumbai,21 December 2023:&nbsp;Motilal Oswal Asset Management Company (MOAMC) has collected over INR ~Rs&nbsp;1,350 crores during the new fund offer (NFO) period of its open-ended equity scheme ‘Motilal Oswal Small Cap Fund.’&nbsp;This is the highest ever collection for any Small-cap active fund NFO in India.<o:p />
<o:p>&nbsp;</o:p>
MOAMC’s first active fund, NFO, in 4 years, has appealed to investors across India, which is reflected in its granular and well-diversified client base across 50+ cities in India. The participation from retail investors has been quite notable, with over 1.5 lac investors with an average ticket size of Rs. 85000/- subscribing to the NFO. The fund has also seen remarkable success in SIP registrations of over 15 crores across 24000investors.&nbsp;The AMC received support from about 5000 distribution partners who guided investors to invest in the fund for long-term wealth creation. <o:p />
<o:p>&nbsp;</o:p>
In recent times, the Indian stock markets have experienced a notable upturn, evident in the Small-Cap 250 index outperforming and leading the gains with impressive growth in2023. Small-cap earnings growth has significantly compounded by 48% over last two financial years. &nbsp;<o:p />
<o:p>&nbsp;</o:p>
Small caps Index have created long term wealth for investors, compounding returns by19.32%, 20.34% and 22.06% over last 15, 10 and 5 years respectively. <o:p />
<o:p>&nbsp;</o:p>
Speaking on the closure of NFO,&nbsp;Mr. Navin Agarwal, Executive MD &amp; CEO, Motilal Oswal Asset Management Company, said, “We are thrilled with the remarkable success of our Small Cap Fund’s NFO collection, with a staggering collection of over ?1350 crores. The subscription number is a testimony of investors’ confidence in Motilal Oswal’s investing process that seeks to build High-Quality, High-Growth Portfolios. Motilal Oswal Small Cap Fund seeks to apply this time-tested investing process to create a portfolio of predominantly Small-cap stocks.&nbsp;Risk management plays a crucial role for investing in small caps and our rigorous frame work will help us mitigate the volatility associated with small caps.&nbsp; “<o:p />
<o:p>&nbsp;</o:p>
Akhil Chaturvedi, Chief Business Officer, Motilal Oswal AMC, said, “Our Small-cap NFO’s unprecedented and staggering collection is a testimony to our team''s resilience, investors’ trust, and support of our IFA network and other platforms. We recognise that this success comes with a heightened responsibility. It compels us to go above and beyond, ensuring that our clients receive the best service and that we meticulously curate portfolios focusing on delivering superior returns.”<o:p />
<o:p>&nbsp;</o:p>
Motilal Oswal Small Cap Fund aims to maintain a well-balanced portfolio with a minimum 65% exposure to small-cap stocks.<o:p />
<o:p>&nbsp;</o:p>
About Motilal Oswal Asset Management Company:<o:p />
Motilal Oswal Group possesses a legacy in equities for over 3 decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14,2008. It provides Investment Management and Advisory Services to investors based within and outside India and has Mutual Funds, AIFs, Portfolio Management Services business, ETFs and Index Funds.<o:p />
<o:p>&nbsp;</o:p>
Disclaimer:&nbsp;Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.&nbsp; The term ‘Hi-Quality and Hi-Growth Portfolios’ refer to Motilal Oswal AMC’s defined fund management processes based on internal qualitative and quantitative research parameters&amp; not be construed as investment advice to any party.<o:p />
<o:p>&nbsp;</o:p>
For more details, contact:<o:p />
Rohini Kute<o:p />
Head of Group Corporate Communications,<o:p />
Motilal Oswal Financial Service Ltd<o:p />
<a href="mailto:Rohini.kute@motilaloswal.com">Rohini.kute@motilaloswal.com</a><o:p />
<o:p>&nbsp;</o:p>

Motilal Oswal Asset Management Company’s Small Cap Fund collects over Rs 1,350 crores in NFO periodHighest-ever Small-Cap NFO Collection in India

Motilal Oswal Asset Management Company (MOAMC) Unveils New Investment Avenue with ''Motilal Oswal Small Cap Fund''<o:p />
<o:p>&nbsp;</o:p>
Mumbai, December 4, 2023: Motilal Oswal Asset Management Company (MOAMC)announces the launch of its latest investment offering, the ''Motilal Oswal Small Cap Fund.'' This open-ended equity scheme is strategically designed to provide investors with a unique opportunity to tap into the potential of small-cap segment.<o:p />
MOAMC is launching an active fund after a gap of 7 years. <o:p />
Key Fund Details:<o:p />
Nature: Open-ended equity scheme<o:p />
Investment Objective: Capital appreciation through predominantly investing in small-cap stocks<o:p />
NFO Period:&nbsp;December 5, 2023 to December 19, 2023<o:p />
Portfolio Strategy:<o:p />
The fund aims to maintain a well-balanced portfolio with a minimum 65% exposure to small-cap stocks, complemented by a thoughtful allocation to large-cap stocks for tactical and liquidity purposes.<o:p />
Ideal Investor Profile:<o:p />
Tailored for investors seeking long-term capital growth, the Motilal Oswal Small Cap Fund is ideal for those with an investment horizon of5-7 years. The fund's performance will be benchmarked against Nifty Small cap250 TRI.<o:p />
Mr. Navin Agarwal, MD &amp; CEO, MOAMC, highlighting MOAMC''s robust small-cap expertise, Mr. Agarwal notes the company's significant22% investment in this segment, showcasing a rich history of wealth creation.<o:p />
The financial landscape is continually evolving providing various investment opportunities to investors. We are committed to staying ahead of the curve and delivering innovative solutions. Our previous ventures into active funds have demonstrated our ability to navigate markets effectively, and with the Motilal Oswal Small Cap Fund, we are poised to continue this legacy.”<o:p />
Mr. Prateek Agrawal, Executive Director, Motilal Oswal AMC Emphasising a ''High Quality High Growth'' approach, Mr. Agrawal underscores the fund''s commitment to valuation-conscious investing, targeting companies with strong fundamentals. He states, “At Motilal Oswal, we believe in the power of active management to uncover value and capitalise on emerging opportunities, which have opened up due to India’s growing economy. The Motilal Oswal Small Cap Fund is not just an addition to our product suite, it is a reflection of our strategic vision and expertise in small-cap investments. We look forward to empowering our investors with the new opportunities in capital markets&quot;<o:p />
Mr. Ajay Khandelwal, Fund Manager, Motilal Oswal AMC, who will manage this fund said,“In the last 2-3 years, we''ve witnessed a remarkable surge in small-cap fund flows, and this trend indicates a structural shift in investor preferences. Small caps, with their agility and growth potential, have become a focal point for discerning investors looking beyond conventional avenues. The Motilal Oswal Small Cap Fund is crafted with a meticulous approach, seeking out companies with visionary leadership, strong execution capabilities, and a commitment to corporate governance.&quot;<o:p />
Small Cap Funds offer the potential for high earnings growth, evidenced by a 38X increase in the market cap of the largest small-cap companies over the past 20 years. With approximately 537 companies having a market cap above 2,000 Cr, the small-cap space provides a fertile ground for alpha generation. Further, the Small cap earnings growth has compounded by 49%in the last 3 years, contributing to reduced volatility and healthier balance sheets.<o:p />
Fund Management Team:<o:p />
The Motilal Oswal Small Cap Fund will be managed by Mr AjayKhandelwal.<o:p />
<img width="691" height="156" src="file:///C:/Users/SHRUTI~1/AppData/Local/Temp/msohtmlclip1/01/clip_image002.jpg" align="left" hspace="12" alt="Motilal-Oswal-Small-Cap-Fund-PPT-29nov23-38" v:shapes="Picture_x0020_1" />This fund will be co-managed by Mr. Niket Shah for the equity component, Mr. Rakesh Shetty for the debt component, and Mr. Ankush Sood for the international equity component. 
 
Product Label: <o:p />
<o:p>&nbsp;</o:p><span style="font-size:12.0pt;mso-bidi-font-size:11.0pt;line-height:107%;font-family:calibri,sans-serif;mso-ascii-theme-font:minor-latin;mso-fareast-font-family:calibri;mso-fareast-theme-font:minor-latin;mso-hansi-theme-font:minor-latin;mso-bidi-font-family:times new roman;mso-bidi-theme-font:minor-bidi;mso-ansi-language:en-in;mso-fareast-language:en-us;mso-bidi-language:ar-sa"> 

<o:p>&nbsp;</o:p>
About Motilal Oswal Asset Management Company:<o:p />
Motilal Oswal Group possesses a legacy in equities for over 3decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors based within and outside India and has Mutual Funds, AIFs, Portfolio Management Services business, ETFs and Index Funds<o:p />
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.&nbsp; The term ‘Hi-Quality and Hi-Growth Portfolios’ refer to Motilal Oswal AMC’s defined fund management processes based on internal qualitative and quantitative research parameters&amp; not be construed as investment advice to any party.<o:p />
For more details, contact:<o:p />
Rohini Kute<o:p />
Head of Group Corporate Communications,<o:p />
Motilal Oswal Financial Service Ltd<o:p />
<a href="mailto:Rohini.kute@motilaloswal.com">Rohini.kute@motilaloswal.com</a>

Motilal Oswal Asset Management Company (MOAMC) Unveils New Investment Avenue with ''Motilal Oswal Small Cap Fund''

Motilal Oswal AMC focuses on ‘High Quality, High Growth’ Portfolios.<o:p />
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Motilal Oswal AMC showcases an unwavering focus on Growth, Quality and Robust Risk Management<o:p />
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Skin in the Game continues – Promoters and fund management team’s investments across its own Mutual Funds, PMSs and AIFs, touching 5000cr<o:p />
Mumbai, 21 November2023: Motilal Oswal Asset Management Company (MOAMC) has revealed its investment strategy focussing on ‘High Quality High Growth’ Portfolios. The team also shared its evolved Robust Risk Management framework.<o:p />
The investment strategy is designed to provide investors with a unique and disciplined approach to wealth creation. The portfolios are structured to be more equi-weighted, reflecting a high level of conviction across the entire portfolio rather than relying on a few key holdings.<o:p />
Motilal Oswal AMC’s Mutual Funds and Alternates (AIF + PMS)AUM have shown a healthy increase; AUM is at ? 55,100 crores 15% CAGR in the last three years by the end of 2QFY24.<o:p />
The fund house’s promoter sand fund management team continue to show a very high Skin in the Game approach. Their cumulative investments across its own Mutual Funds, PMS and AIFs have touched ? 5000cr. <o:p />
Mr. Raamdeo Agrawal, Chairman of Motilal Oswal Financial Services, said, “Our commitment to excellence and long-term value creation for our investors is at the core of everything we do. We have a unique investment framework. We will continue our disciplined adherence to the QGLP philosophy, underpinning our commitment to delivering long-term value via High Quality, High Growth portfolios.”<o:p />
Navin Agarwal, MD &amp;CEO of Motilal Oswal AMC said, &quot;In this dynamic market, we will keep a close eye on our investing framework and risk management. This helps us stay agile, adapt to change, and consistently deliver value to our investors. It serves as our compass in navigating the evolving investment landscape and ensuring we remain at the forefront of industry developments.”<o:p />
On the occasion, Prateek Agrawal, Executive Director, Motilal Oswal AMC said, “We have a strong emphasis on risk control by focusing on high-quality companies with a history of stable performance, thereby reducing portfolio volatility. The investment strategy forms a dominant part of any high-quality, high-growth allocation, providing investors an opportunity to benefit from both quality &amp; growth. Our investment strategy is supported by the strong ideation of our internal investment committee, offering investors the diversification benefits in the market.”<o:p />
Company’s investment strategy includes robust framework for managing sector exposure, profit booking, and implementing stop-loss measures, ensuring a disciplined approach to portfolio management. <o:p />
“The top 10 stock weights in our portfolios are strategically managed to be in line or lower than industry benchmarks. This helps in diversification while not losing the focus on the risk management,” said Niket Shah, Fund Manager at MOAMC<o:p />
Akhil Chaturvedi, Chief Business Officer of MOAMC, spoke about the importance of investor sentiments, &quot;We are getting very encouraging responses from our valued investors. Their feedback is helpful for shaping our initiatives and strive to continue to meet their expectations for financial success.&quot;<o:p />
About Motilal Oswal Asset Management Company:<o:p />
Motilal Oswal Group possesses a legacy in equities for over 3 decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors based within and outside India and has Mutual Funds, AIFs, Portfolio Management Services business, ETFs and Index Funds<o:p />
<o:p>&nbsp;</o:p>
<o:p>&nbsp;</o:p>
Disclaimer:&nbsp;Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.&nbsp;&nbsp;The term ‘Hi-Quality and Hi-Growth Portfolios’ refer to&nbsp;Motilal Oswal AMC’s defined fund management processes based on internal qualitative and quantitative research parameters&amp; not be construed as investment advice to any party.<o:p />
<o:p>&nbsp;</o:p>
For further contact details:<o:p />
&nbsp;Rohini Kute<o:p />
&nbsp;Sr Group VP&amp; Head of Corporate Communication,<o:p />
&nbsp;Motilal Oswal Financial Services
&nbsp;Mail:&nbsp;<a href="mailto:rohini.kute@motilaloswal.com" target="_blank">rohini.kute@motilaloswal.com</a><o:p />
<o:p>&nbsp;</o:p>

Motilal Oswal AMC focuses on ‘High Quality, High Growth’ Portfolios.

Mutual Funds Industry saw major net inflows in Arbitrage & Broad Based Equity funds in Q2-FY24, reveals Motilal Oswal AMC study

Motilal Oswal AMC launches Motilal Oswal Nifty 500 ETF

Motilal Oswal AMC Unveils Results of Investor’s Survey on Passive Funds in India

<span style="font-size: 12pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; text-decoration-line: underline; text-decoration-skip-ink: none; vertical-align: baseline; white-space-collapse: preserve;">Motilal Oswal AMC launches Motilal Oswal Nifty Microcap 250 Index Fund
<span style="font-size: 12pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-style: italic; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve;">Motilal Oswal Nifty Microcap 250 Index Fund is India’s only passive fund offering exposure to microcap stocks.
<span style="font-size: 10pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve;">Mumbai, 13 June 2023:<span style="font-size: 10pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve;"> Motilal Oswal Asset Management Company (MOAMC) has announced the launch of Motilal Oswal Nifty Microcap 250 Index Fund, India’s only passive fund offering exposure to microcap stocks. The fund aims to provide investors an opportunity to participate in the growth potential of microcap stocks. Motilal Oswal Nifty Microcap 250 Index Fund is an open-ended fund replicating/tracking total returns of Nifty Microcap 250 Index. The NFO period commences on 15th June and closes on 29th June 2023.
<span style="font-size: 10pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve;">The Nifty Microcap 250 Index is designed to measure performance of the top 250 companies excluding those already present in the Nifty 500 constituents. The index is well-diversified, with its top 10 holdings accounting for only 11% as against 59% in Nifty 50 Index. Further, it provides diversified exposure to sectors like Industrials, Consumer Discretionary, Commodities, and Healthcare that are usually underweight in broad-based market indices.&nbsp;
<span style="font-size: 10pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve;">Over the last 3 years the Nifty Microcap 250 Index has delivered 58% on an annualized basis<span style="font-size: 10pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve;">. <span style="font-size: 10pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve;">While microcaps exhibit strong performance potential, it may also experience higher volatility and extended periods of underperformance to broad-based market indices.&nbsp;
<span style="font-size: 10pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve;">Why microcaps?
<span style="font-size: 10pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve;">Microcap companies which comprise approximately 3% of the total market capitalization of listed stocks, poses distinct characteristics that make them intriguing investment prospects. These companies are known for their agility, niche market focus, and strong promotor-driven dynamics.
<span style="font-size: 10pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve;">It is worth noting that, Microcaps often fly under the radar of research analysts, with more than 40% of companies receiving no analyst coverage at all and only 12% of the stocks have more than 5 analyst coverage. In fact, less than 4% of mutual fund industry’s AUM is invested beyond top 500 companies. This creates a higher likelihood of finding hidden opportunities.&nbsp;
<span style="font-size: 10pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve;">Moreover, various studies have indicated that small companies tend to outperform their larger counterparts, due to factors like illiquidity premium, small company risk premium etc. This makes investing in microcaps an attractive investment proposition.&nbsp;
<span style="font-size: 10pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve;">Navin Agarwal, MD &amp; CEO, Motilal Oswal Asset Management Company Ltd<span style="font-size: 10pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-style: italic; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve;"> said, “We have been pioneering in many passive funds in India. Our latest Microcap based index fund offering will further expand our wide range of passive funds. By launching the Motilal Oswal Nifty Microcap 250 Index Fund, we offer investors a natural extension of the Motilal Oswal Nifty 500 Index Fund, complementing our existing range of broad-based index funds.”<span style="font-size: 11pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve;">&nbsp;
<span style="font-size: 10pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve;">Pratik Oswal, Head of Passive Funds, Motilal Oswal Asset Management Company Ltd<span style="font-size: 10pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve;"> said, <span style="font-size: 10pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-style: italic; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve;">“With the Motilal Oswal Nifty Microcap 250 Index Fund, we lead the charge in unlocking the untapped potential and opportunities of this distinctive investment category. We believe that the segment holds immense potential and unique investment opportunities that have been overlooked by many in the industry.”
<span style="font-size: 10pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve;">Pratik Oswal further added that <span style="font-size: 10pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-style: italic; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve;">“Microcaps have compelling track record of delivering higher returns compared to its counterparts, albeit at a higher risk. Investors are encouraged to consult their financial advisors, a prudent allocation of 5-10% to this fund may help enhance overall portfolio returns”.
<span style="font-size: 10pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve;">The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty Microcap 250 Index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved. The Indicative Base Total Expense Ratio of the fund: Regular – 1.00%, Direct – 0.40%.
<span style="font-size: 10pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve;">The Minimum Application amount for Motilal Oswal Nifty Microcap 250 Index Fund is Rs. 500/- and in multiples of Re. 1/- thereafter. On ongoing basis investor can purchase/redeem units of the Scheme through financial advisor or by log-in to <a href="http://www.motilaloswalmf.com" style="text-decoration-line: none;"><span style="font-size: 10pt; font-family: calibri, sans-serif; color: #0000ff; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; text-decoration-line: underline; text-decoration-skip-ink: none; vertical-align: baseline; white-space-collapse: preserve;">www.motilaloswalmf.com</a><span style="font-size: 10pt; font-family: calibri, sans-serif; color: #0000ff; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; text-decoration-line: underline; text-decoration-skip-ink: none; vertical-align: baseline; white-space-collapse: preserve;">.<span style="font-size: 10pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve;">&nbsp;
<span style="font-size: 10pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve;">Please note: The other Funds managed by the Fund Managers can be viewed on <a href="about:blank" style="text-decoration-line: none;"><span style="font-size: 10pt; font-family: calibri, sans-serif; color: #0000ff; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; text-decoration-line: underline; text-decoration-skip-ink: none; vertical-align: baseline; white-space-collapse: preserve;">www.motilaloswalmf.com</a>
<span style="font-size: 10pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-style: italic; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve;">Source:<span style="font-size: 10pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve;"> Niftyindices, Factset, ACEMF
<span style="font-size: 10pt; font-family: calibri, sans-serif; color: #000000; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; vertical-align: baseline; white-space-collapse: preserve; border: none; display: inline-block; overflow: hidden; width: 623px; height: 496px;"><img alt="IF-product-labels" src="https://lh3.googleusercontent.com/pKxcfUqIers2G_ff7TUlZGZW3XmPeN7qYcIDJ1WuM-uhHo2UeYF3zYEUJLnnoLfDQjHfmUGoaMZPqNacL0wRIeC46Uh7riNKKLQO6-pC7SAyrLVJJh9TJxrJ6qaxasan86-SJfKcGnl7swqEyWGx7Q" width="623" height="496" style="margin-left:0px;margin-top:0px;" />

Motilal Oswal AMC launches Motilal Oswal Nifty Microcap 250 Index Fund

Motilal Oswal Asset Management Company announces the launch of Motilal Oswal Nifty G-Sec May 2029 Index fund

Mumbai, Wednesday, Jan 04, 2023: Motilal Oswal Mutual Funds has launched a new brand campaign – ‘Widest Range of Index Funds’<o:p />
The widest range of index funds campaign helps demonstrate the brand’s extensive boutique of index based mutual funds &amp; ETFs that span across geographies, asset classes, and market-caps. These products help address demands of a variety of investors seeking products in the index investing space.<o:p />
Mr. Pratik Oswal, President of Passive Funds Business at Motilal Oswal Asset Management Company, joined the business in 2019 and has focused on offering easy, economical, and effective investment solutions for Indian investors. The company is known for its thought leadership with many industry-first products under its belt. Over the last 3 years, the company has launched 24 innovative products that cover 19 unique passive strategies. These products have been well received by the investor community, resulting in the AUM of passive funds business growing from less than ?200 Crs in Jan-2019 to over ?13,000 Crs as of Nov-2022.Motilal Oswal Mutual Fund now has 13 index funds across Domestic &amp;International Equity as part of its product offerings.<o:p />
The creative idea ofthe campaign aims to highlight the brand’s extensive range of index based mutualfunds by showcasing how the brand is able to cater to the demands of a widecollective of potential investors and their unique investment peculiarities&amp; philosophies. <o:p />
Speaking about the campaign, Mr. Navin Agarwal, MD &amp; CEO, Motilal Oswal Asset Management Company, said, “It is incredible to see that the mutual fund industry has seen a significant increase in the number of new index based products in the past three years. The campaign aims to highlight our company’s contribution in the evolution of index funds industry in India with widest range of products. We are well poised to retain this prominent position with a continuous effort to devise innovative solutions that cater to the evolving preferences of our customers.”<o:p />
Speaking on the film, Mr. Aditya Singh, Vice President, Head - Marketingat Motilal Oswal Asset Management Company, said, “At a time where mutualfund investors are spoilt for choice by the many offerings at bay, our brandfilm intends to voice the fact that Motilal Oswal Mutual Fund is definitely atthe forefront of the progress our industry has witnessed over the recent past. Weare equipped with a distinguished team of experts to fuel our tenacious pursuitof offering innovative solutions to index fund investors, &amp; help themcontinually broaden their investing horizons. In the spirit of new beginnings&amp; convictions, the campaign aims to highlight that our index fund offeringsare sufficient in providing the support customers need to meet their investmentobjectives.”<o:p />
Talking about thecampaign creative &amp; digital impact of the film, Nitin Mali, Founder &amp; Director – De works communications Pvt. Ltd.,said, “To represent the wide range of funds the brand had to offer, weenvisioned a campaign that would also help portray the many investor profilesthe brand is able to address. The film opens with investors who are new in themarket &amp; in search of some direction and/or advice on getting started, asit then progresses to showcase those that are relatively experienced &amp;confident in what they are looking for out of their investments. Capturing manyprofiles of investors &amp; their respective backgrounds has resulted in a filmthat is playfully vibrant, rife with quick transitions, &amp; whole-heartedlycaptivating from start to finish. The film rightfully delivers the spirit ofthe Motilal Oswal brand in a refreshing yet familiar outfit.”<o:p />
&nbsp;
Motilal Oswal team<o:p />
Rajkumar Dhiman, Executive Group VicePresident, Head of Digital Business &amp; Marketing<o:p />
Aditya Singh, Vice President, Head - Marketing<o:p />
Sansmith Zacharia, Manager, Marketing<o:p />
&nbsp;
Agency: Deworks Communications<o:p />
Nitin Mali, Founder &amp; Director<o:p />
Rupali Pithwa, Lead – StrategicPartnerships<o:p />
&nbsp;
For further details contact:<o:p />
&nbsp;
Rohini Kute<o:p />
Head, CorporateCommunication, <o:p />
Motilal OswalFinancial Services<o:p />
Mob +919820196838<o:p />
Mail: <a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a><o:p />
&nbsp;
Source: Motilal Oswal Asset Management Company<o:p />
This article has beenissued on the basis of internal data, publicly available information and othersources believed to be reliable. The information contained in this document isfor general purposes only and not a complete disclosure of every material fact.The Stocks mentioned herein is for explaining the concept and shall not beconstrued as an investment advice to any party. The information / data hereinalone is not sufficient and shouldn’t be used for the development orimplementation of an investment strategy. It should not be construed asinvestment advice to any party. All opinions, figures, estimates and dataincluded in this article are as on date. The article does not warrant thecompleteness or accuracy of the information and disclaims all liabilities,losses and damages arising out of the use of this information. The statementscontained herein may include statements of future expectations and otherforward-looking statements that are based on our current views and assumptionsand involve known and unknown risks and uncertainties that could cause actualresults, performance or events to differ materially from those expressed orimplied in such statements. Readers shall be fully responsible/liable for anydecision taken on the basis of this article. Mutual Fund investments aresubject to market risks, read all scheme related documents carefully.<o:p />
&nbsp;
Mutual Fund investments are subject to market risks, real all schemerelated documents carefully<o:p />

Motilal Oswal Mutual Fund Launches Brand campaign ‘Widest range of Index Funds’

Prateek Agrawal joins Motilal Oswal Asset Management as Executive Director
 

 Mumbai, October 3, 2022: Motilal Oswal Asset Management has appointed Mr. Prateek Agrawal as its Executive Director. 
 

 Prateek has rich experience of over 28 years in fund management and equity research. He joins MOAMC from ASK Investment Managers, where he served as Business Head and Chief Investment Officer. Prior to ASK, he has worked with BoI AXA Mutual fund and BNP Paribas Mutual Fund as Head of Equity and Head of Research at SBI Capital Markets. At Motilal Oswal AMC, Prateek will lead Business &amp; Investment Strategy. Prateek is Bachelor of Engineering from NIT Rourkela and PGDM in Finance &amp; Marketing from XIM-Bhubaneshwar.
 

 Commenting on this appointment, Navin Agarwal, Managing Director &amp; Chief Executive Officer of Motilal Oswal Asset Management said, “We are delighted to welcome Mr. Prateek Agrawal as Executive Director, Motilal Oswal Asset Management Business (“MOAMC”). Prateek brings with him rich fund management experience and an excellent track record of wealth creation for investors. He will be overseeing the Business &amp; Investment Strategy of MOAMC. We are confident that his appointment will further enhance our vision of creating wealth for investors and accelerate the growth of MOAMC.&quot; 
 Prateek Agrawal said, “Asset Management Companies have provided an ideal platform for investors to participate in India's growth story and investor participation has been accelerating in recent times. With favourable structural reforms and a positive macro-economic outlook, there are great value creation opportunities for investors. I thank Motilal Oswal AMC for giving me this opportunity to lead Business &amp; Investment Strategy of an already well established and highly successful business.”
 

 About Motilal Oswal Asset Management Company:
 Motilal Oswal Group possesses legacy in equities for over 3 decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors based within and outside India and having AIF’s, Portfolio Management Services business, ETFs and Mutual Funds. 
 MOAMC is one of the pioneers of PMS business with over 17+ years of track-record. It is also one of the pioneers of passive funds in India through ETFs way back in 2010.
 MOAMC follows 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.
 

 Disclaimer: Mutual Fund Investments are subject to market risks, read all scheme related documents carefully 
 For further details contact: 
 Rohini Kute 
 Head, Corporate Communication, 
 Motilal Oswal Financial Services 
Mail: <a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a>

Prateek Agrawal joins Motilal Oswal Asset Management as Executive Director

Motilal Oswal AMC launches Gold and Silver ETFs FoFs
 
 An open ended fund of funds scheme investing in units of gold and silver exchange-traded funds 
 
 Mumbai, 22 September 2022: Motilal Oswal Asset Management Company (MOAMC) has announced the launch of Motilal Oswal Gold and Silver ETFs FoFs, with an objective to generate returns by investing in units of Gold ETF and Silver ETF. 
 
 The scheme shall generate returns by investing in units of Gold and Silver ETFs; the daily weights shall be market driven with the starting (NFO) allocation of 70:30. The maximum weight is capped at 90%, subject to quarterly review. The initial higher allocation to Gold is on account of it having higher economic value and being highly liquid. Additionally it is relatively more stable as compared to silver. 
 
 Why should you consider adding Gold &amp; Silver in your portfolio? 
 The two precious metals Gold &amp; Silver have virtually outlasted every civilization known to modern man; No wonder mankind has been fascinated by these metals for ages. These metals have been in existence for more than 6000 yrs and also have been a testament to collapse of various economic system. 
 Gold is extensive used in jewelry and is often considered as ‘safe haven’, as it tends to do well during market uncertainty. In contrast silver has wide industrial applications and generally does well during business recovery periods. Exposure to both metals help portfolio do well in both turbulent times and during recovery periods. 
 
 The NFO will open on 26th September 2022 and closes on 7th October 2022. 
 Indicative Base Total Expense Ratio of the funds: Regular – 0.50%, Direct – 0.15%. The date of allocation will be 13th October 2022. 
 
 Navin Agarwal, MD &amp; CEO, Motilal Oswal Asset Management Company Ltd said, “Gold and silver have been preferred assets for Indian house holds for ages. These precious metals had been acquired and kept in the physical forms. However, we are witnessing high inflation around the world. Central banks across have resorted to rate hikes and neutral system liquidity to tackle the runaway inflation. Gold is a hedge against inflation, protects against the erosion of wealth, and acts as a store of value in such times. Even, the world’s elite turn to precious metals to protect their fortunes, as both metals never lose its value. Apart from investment, jewelry &amp; silverware, Silver has major industrial applications including green technologies.” 
 Mr Agarwal added, “We are at an interesting juncture as the advanced economies of the US and Europe are at risk of slipping into a recession whereas India is showing very growth prospects.” 
 
 Pratik Oswal, President - Passive Business, Motilal Oswal Asset Management Company Ltd said, “With an objective to bring new investment opportunities, Motilal Oswal AMC has launched the Gold and Silver ETFs FOFs. This offers a huge diversification mix as both Gold and Silver have a low correlation to equities and thus act as a good diversifier. Both metals offer good downside protection and tend to outperform in bear markets. While Silver tends to outperform when the market is recovering from a bear phase. With this scheme, the investors will be able to mitigate risks against the market volatility while enjoying the portable wealth and rising economic values.” 
 
 The Minimum Application amount for Motilal Oswal Gold &amp; Silver ETFs FOFs is Rs. 500/- and in multiples of Re. 1/- thereafter. On ongoing basis investor can purchase/redeem units of the Scheme through financial advisor or by log-in to <a href="http://www.motilaloswalmf.com/">www.motilaloswalmf.com</a>. Further, the minimum application amount for ETF FOFs is Rs 500/- &amp; in multiples of Re.1/- thereafter. 
 
 
Please note: The other Funds managed by the Fund Managers can be viewed on www.motilaloswalmf.com 
 Disclaimer This release has been issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material fact. The Stocks (if any) mentioned herein is for explaining the concept and shall not be construed as an investment advice to any party. The information / data herein alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions, figures, estimates and data included in this article are as on date. The article does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. The statements contained herein may include statements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Readers shall be fully responsible/liable for any decision taken on the basis of this article. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. 
 
 About Motilal Oswal Asset Management Company: 
 Motilal Oswal Group possesses legacy in equities for over 3 decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors based within and outside India and having AIF’s, Portfolio Management Services business, ETFs and Mutual Funds. 
 MOAMC is one of the pioneers of PMS business with over 17+ years of track-record. It is also one of the pioneers of passive funds in India through ETFs way back in 2010. 
 MOAMC follows 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. 
 
 For further details contact: 
 Rohini Kute 
 Head, Corporate Communication, 
 Motilal Oswal Financial Services 
 Mobile: 9820196838 
 
Mail: <a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a>

Motilal Oswal AMC launches Gold and Silver ETFs FoFs

Motilal Oswal Mutual Fund launches index fundsand ETFs tracking Quality and Value factors
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;MotilalOswal S&amp;P BSE Quality ETF and Motilal Oswal S&amp;P BSE Quality Index Fund (Anopen-ended scheme replicating/tracking the performance of the S&amp;P BSEQuality Index)<o:p />
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;MotilalOswal S&amp;P BSE Enhanced Value ETF and Motilal Oswal S&amp;P BSE EnhancedValue Index Fund (An open-ended scheme replicating/tracking theperformance of the S&amp;P BSE Enhanced Value Index)<o:p />
Mumbai,28 July 2022:&nbsp;Motilal Oswal Asset Management Company(MOAMC) has announced the launch of factor-based funds, i.e.&nbsp;MotilalOswal S&amp;P BSE Quality ETF &amp; Motilal Oswal S&amp;P BSE Quality IndexFund&nbsp;and&nbsp;Motilal Oswal S&amp;P BSE Enhanced Value ETF &amp;Motilal Oswal S&amp;P BSE Enhanced Value Index Fund.&nbsp;TheNFO opens on 29 July and closes on 12 August 2022.<o:p />
<span lang="EN-US" style="font-size:11.0pt;line-height:115%;font-family:calibri,sans-serif;mso-ascii-theme-font:minor-latin;mso-fareast-font-family:calibri;mso-fareast-theme-font:minor-latin;mso-hansi-theme-font:minor-latin;mso-bidi-theme-font:minor-latin;color:#0e101a;mso-ansi-language:en-us;mso-fareast-language:en-us">Motilal OswalS&amp;P BSE Quality ETF and Motilal Oswal S&amp;P BSE Quality Index Fund<span lang="EN-US" style="font-size:11.0pt;line-height:115%;font-family:calibri,sans-serif;mso-ascii-theme-font:minor-latin;mso-fareast-font-family:calibri;mso-fareast-theme-font:minor-latin;mso-hansi-theme-font:minor-latin;mso-bidi-theme-font:minor-latin;mso-ansi-language:en-us;mso-fareast-language:en-us"><o:p />
<span lang="EN-US" style="font-size:11.0pt;line-height:115%;font-family:calibri,sans-serif;mso-ascii-theme-font:minor-latin;mso-fareast-font-family:calibri;mso-fareast-theme-font:minor-latin;mso-hansi-theme-font:minor-latin;mso-bidi-theme-font:minor-latin;mso-ansi-language:en-us;mso-fareast-language:en-us;font-style:normal;mso-bidi-font-style:italic">&nbsp;
<span lang="EN-US" style="font-size:11.0pt;line-height:115%;font-family:calibri,sans-serif;mso-ascii-theme-font:minor-latin;mso-fareast-font-family:calibri;mso-fareast-theme-font:minor-latin;mso-hansi-theme-font:minor-latin;mso-bidi-theme-font:minor-latin;mso-ansi-language:en-us;mso-fareast-language:en-us">The Motilal Oswal S&amp;P BSE Quality ETF&amp; Index Fund are single factor-based investment strategies that aim toinclude the top 30 ‘Quality’ stocks based on rule-based parameters. Thesecompanies tend to have durable business models and sustainable competitiveadvantages. The index constituents are selected from the universe of theS&amp;P BSE LargeMidCap Index. The Quality stocks are identified based oncompanies with high earnings, a better quality of earnings and lower debt. Overa long time horizon, it has been observed that such high-quality stocks tend tooutperform low-quality stocks, as they are better equipped to weather adverseeconomic conditions.&nbsp;<o:p />
Motilal Oswal S&amp;P BSE Enhanced Value ETF and Motilal OswalS&amp;P BSE Enhanced Value Index Fund<o:p />
TheMotilal Oswal S&amp;P BSE Enhanced, Value ETF &amp; Index Fund are singlefactor-based investment strategies that aim to include 30 ‘Value’ stocks thatare most attractive in valuations based on rule-based parameters. The indexconstituents are selected from the universe of the S&amp;P BSE LargeMidCapIndex. The Value stocks are identified based on low Price to Earnings, Price toBook and Price to Sales ratios. Value investing is one of the oldest andbest-known styles of investing. It is based on the foundation that “LOW valuestocks” stocks, i.e. stocks with relatively attractive valuations, tend tooutperform “HIGH value stocks” stocks over the long-term. <o:p />
“With an objective to cater the evolving needsof the investors, we have introduced ETFs &amp; index funds in the factorinvesting segment. These new funds are based on the Quality and Value factors.We aspire to build a unique brand positing by establishing ourselves as a fundhouse to drive the factor investing category in India. With the launch of boththese funds, it will complete our bouquet of single-factor based passiveofferings”, saidNavin Agarwal, MD &amp; CEO, Motilal Oswal Asset Management Company Ltd.<o:p />
Pratik Oswal, Head of Passive Funds, Motilal Oswal AssetManagement Company Ltd said, “These single factor-based funds are suitable for investors looking todiversify their portfolio &amp; gain exposure to the Quality or Value factor.The Quality funds aim to invest in companies that are generally resilient tosetbacks &amp; perform well in various market conditions, especially duringbear and recovery markets. At the same time, the Value funds aim to invest incompanies that are trading at relatively attractive valuations based onparameters like low Price to Earnings, Price to Book and Price to Sales ratios.This strategy has historically worked well during times of market recovery.”<o:p />
During NFO&nbsp;of boththese funds, investors can invest a minimum of Rs. 500/- and in multiples ofRe. 1/- thereafter. On an ongoing basis, investors can purchase/redeem units ofthe scheme through a financial advisor or by log-in in to&nbsp;<a href="http://www.motilaloswalmf.com/" target="_blank">www.motilaloswalmf.com</a>.<o:p />
Pleasenote: The other Funds managed by the Fund Managers can be viewed on <o:p />
<a href="http://www.motilaloswalmf.com/">www.motilaloswalmf.com</a><o:p />
DisclaimerThis release has been issued on the basis ofinternal data, publicly available information and other sources believed to bereliable. The information contained in this document is for general purposesonly and not a complete disclosure of every material fact. The Stocks (if any)mentioned herein is for explaining the concept and shall not be construed as aninvestment advice to any party. The information / data herein alone is notsufficient and shouldn’t be used for the development or implementation of aninvestment strategy. It should not be construed as investment advice to anyparty. All opinions, figures, estimates and data included in this article areas on date. The article does not warrant the completeness or accuracy of theinformation and disclaims all liabilities, losses and damages arising out ofthe use of this information. The statements contained herein may includestatements of future expectations and other forward-looking statements that arebased on our current views and assumptions and involve known and unknown risksand uncertainties that could cause actual results, performance or events todiffer materially from those expressed or implied in such statements. Readersshall be fully responsible/liable for any decision taken on the basis of thisarticle. Mutual Fund investments are subject to market risks, read all schemerelated documents carefully.<o:p />
BSE Scrip Codeand NSE Symbol: The scheme is proposed to be listed on Bombay Stock ExchangeLimited and National Stock Exchange of India Limited post which the scrip codeand symbol shall be updated post listing.<o:p />
<v:shapetype id="_x0000_t75" coordsize="21600,21600" o:spt="75" o:preferrelative="t" path="m@4@5l@4@11@9@11@9@5xe" filled="f" stroked="f"> <v:stroke joinstyle="miter"> <v:formulas> <v:f eqn="if lineDrawn pixelLineWidth 0"> <v:f eqn="sum @0 1 0"> <v:f eqn="sum 0 0 @1"> <v:f eqn="prod @2 1 2"> <v:f eqn="prod @3 21600 pixelWidth"> <v:f eqn="prod @3 21600 pixelHeight"> <v:f eqn="sum @0 0 1"> <v:f eqn="prod @6 1 2"> <v:f eqn="prod @7 21600 pixelWidth"> <v:f eqn="sum @8 21600 0"> <v:f eqn="prod @7 21600 pixelHeight"> <v:f eqn="sum @10 21600 0"> </v:f></v:f></v:f></v:f></v:f></v:f></v:f></v:f></v:f></v:f></v:f></v:f></v:formulas> <v:path o:extrusionok="f" gradientshapeok="t" o:connecttype="rect"> <o:lock v:ext="edit" aspectratio="t" /></v:path></v:stroke></v:shapetype><v:shape id="Picture_x0020_8" o:spid="_x0000_i1027" type="#_x0000_t75" style="width:459pt;height:159.5pt;visibility:visible;mso-wrap-style:square"> <v:imagedata src="file:///C:\Users\SUYASH~2\AppData\Local\Temp\msohtmlclip1\01\clip_image001.png" o:title="" /></v:shape><o:p />
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About Motilal Oswal Asset Management Company:<o:p />
Motilal Oswal Group possesses legacy inequities for over 3 decades. Motilal Oswal Asset Management Company Ltd.(MOAMC) is registered with SEBI as the Investment Manager for Motilal OswalMutual Fund. It was incorporated on November 14, 2008. It provides InvestmentManagement and Advisory Services to investors based within and outside Indiaand having AIF’s, Portfolio Management Servicesbusiness, ETFs and Mutual Funds.&nbsp;<o:p />
MOAMC is one of the pioneers of PMS businesswith over 17+ years of track-record. It is also one of the pioneers of passivefunds in India through ETFs way back in 2010, Motilal Oswal Nifty 50 ETF,Motilal Oswal Midcap 100 ETF, Motilal Oswal Nasdaq 100 ETF – the only offshoreETF and have exclusive rights for Nasdaq.<o:p />
MOAMC follows a unique investment philosophy,‘Buy Right; Sit Tight’ which means buying quality companies at a reasonableprice and Sit Tight to ride their growth cycle for a long period of time.<o:p />
For further detailscontact: 
Rohini Kute 
Head, Corporate Communication, 
Motilal Oswal Financial Services 
Mail: <a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a><o:p />

Motilal Oswal Mutual Fund launches index funds and ETFs tracking Quality and Value factors

Motilal Oswal Mutual Fund announces the launch of MotilalOswal S&amp;P BSE Financials ex Bank 30 Index Fund<o:p />
Mumbai, 13 July 2022:Motilal Oswal Asset Management Company (MOAMC) has announced the launch ofMotilal Oswal S&amp;P BSE Financials ex Bank 30 Index Fund; An open-endedscheme replicating/tracking the total returns of S&amp;P BSE Financials ex Bank30 Total Return Index. <o:p />
The NFO opens on 14th July 2022 and closeson 22nd July 2022<o:p />
The fund will bethe first of its kind passive fund that aims to provide exposure to thefinancial services sector, excluding banks. The index will include top 30 non-bankingfinancial stocks from S&amp;P BSE 250 LargeMidcap Total Return Index with amaximum stock weight capped at 15%. The index will be rebalanced semi-annuallyin June and December. Currently, the index includes stocks of Housing financecompanies, NBFCs, Exchanges, Asset Management Companies, Insurance, CardPayment &amp; Fintech etc.<o:p />
As of June 2022,the index constituents features renowned names such as Housing DevelopmentFinance Corp, Bajaj Finance Ltd, Bajaj Finserv Ltd, HDFC Life Insurance CompanyLtd, SBI Life Insurance Company Ltd., Etc. The top 10 stocks constitute nearly72% weight in the index. In terms of industry breakup- NBFCs account formajority with weight close to 28%, followed by Life Insurance at 21% andHousing Finance companies accounting for 18%. The index is largely skewedtowards large cap companies accounting for 75% of the weight, while mid cap companiesaccounts for the rest. <o:p />
S&amp;P BSEFinancials Ex-Bank 30 Index has outperformed the S&amp;P BSE 250 LargeMidCap indexover the last 15 years, on total returns basis. The index has noted CAGR of15.3% vs S&amp;P BSE 250 LargeMidCap Index 14%, outperforming the broad marketby more than 1%. It has also been observed that the index tends to do wellduring a bull &amp; recovery cycle.<o:p />
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Financials ex Bank: An untapped opportunity<o:p /> </td> </tr></tbody></table>
&nbsp;
In India, exceptbanks, the rest of the industries within the financial services sectors arehighly under-penetrated when compared globally. These financial servicescompanies operate in the business of Consumer Credit (Personal loans, Creditcards, Home loans), Insurance (Life &amp; General) and Capital market (Exchanges,Credit rating agencies). With rapid urbanization &amp; rising income levels,more people are expected to tap into these financial services, leading to thegrowth of these companies. <o:p />
&nbsp;
Navin Agarwal, MD &amp;CEO, Motilal Oswal Asset Management Company Ltd said, “With an objective to bring new investment opportunity throughinnovative products, we built a new concept to leverage wealth creationopportunities beyond just banks within financial services sector. With India’surban population set to grow to 50% from the current 35%, the migration willtrigger transfer of money from old assets (term deposits) to new assets(capital markets &amp; insurance) and the rise in consumption economy i.e. highdemand for credit. As a result of this, the financial service sector will standto benefit”<o:p />
Pratik Oswal, Head of Passive Funds, Motilal OswalAsset Management Company Ltd said, “Motilal Oswal S&amp;P BSE FinancialServices ex Bank 30 Index Fund offers investor first of its kind opportunity toinvest in the non-banking financial sector. The fund will invest in new age financialscompanies from Housing finance companies, NBFCs, Exchanges, Asset ManagementCompanies, Insurance, Card Payment &amp; Fintech etc. The Fund will enableIndian investors to capitalize on the growth of financialization of assets,shifting consumer mindset from saving to investing and benefit from thecompanies that will gain from the consumption theme.”<o:p />
During NFO investors can invest minimum Rs. 500/- and inmultiples of Re. 1/- thereafter. <o:p />
On an Ongoingbasis: Lumpsum and SIP – Rs 500/- and in multiplesof Re 1/- thereafter. Investor can purchase/redeem units of the Scheme throughfinancial advisor or by log-in to <a href="http://www.motilaloswalmf.com/">www.motilaloswalmf.com</a>. <o:p />
&nbsp;
&nbsp;
1Source/Disclaimer: S&amp;P BSE; Performance as of close of 15-Jun-07 to 31-May-22.Performance results have many inherent limitations and no representation isbeing made that any investor will, or is likely to achieve. Past performancemay or may not be sustained in future. The above graph is used to explain theconcept and is for illustration purpose only and should not used fordevelopment or implementation of an investment strategy.<o:p />
2Source/Disclaimer: S&amp;P BSE; Performance as of Close of 01-Jun-2012 to 31-May-2022;Performance results have many inherent limitations and no representation isbeing made that any investor will, or is likely to achieve. The above table isused to explain the concept and is for illustration purpose only and should notused for development or implementation of an investment strategy. The SIPamount, tenure of SIP, expected rate of return are assumed figures for thepurpose of explaining the concept of advantages of SIP investments. The actualresult may vary from depicted results depending on scheme selected. It shouldnot be construed to be indicative of scheme performance in any manner. Theabove are not scheme SIP returns, but simulation of index SIP returns. Pastperformance may or may not be sustained in future.<o:p />
Please note: The otherFunds managed by the Fund Managers can be viewed on <a href="http://www.motilaloswalmf.com/">www.motilaloswalmf.com</a><o:p />
Disclaimer This release has beenissued on the basis of internal data, publicly available information and othersources believed to be reliable. The information contained in this document isfor general purposes only and not a complete disclosure of every material fact.The Stocks (if any) mentioned herein is for explaining the concept and shallnot be construed as an investment advice to any party. The information / dataherein alone is not sufficient and shouldn’t be used for the development orimplementation of an investment strategy. It should not be construed asinvestment advice to any party. All opinions, figures, estimates and data includedin this article are as on date. The article does not warrant the completenessor accuracy of the information and disclaims all liabilities, losses anddamages arising out of the use of this information. The statements containedherein may include statements of future expectations and other forward-lookingstatements that are based on our current views and assumptions and involveknown and unknown risks and uncertainties that could cause actual results,performance or events to differ materially from those expressed or implied insuch statements. Readers shall be fully responsible/liable for any decisiontaken on the basis of this article. Mutual Fund investments are subject tomarket risks, read all scheme related documents carefully.<o:p />
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This product is suitable for investors who are seeking*<o:p /> </td> 
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Scheme<o:p /> 
&nbsp; 
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S&amp;P BSE Financials ex Bank 30 Total Return Index<o:p /> 
<img border="0" width="203" height="154" src="file:///C:/Users/SUYASH~2/AppData/Local/Temp/msohtmlclip1/01/clip_image003.jpg" v:shapes="_x0000_i1026" /><o:p /> </td> </tr> 
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·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Return that corresponds to the performance of S&amp;P BSE Financials ex Bank 30 Total Return Index subject to tracking error. <o:p /> 
&nbsp; 
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Long term capital growth.<o:p /> 
&nbsp; 
&nbsp; </td> </tr></tbody></table>
:<o:p />
About Motilal Oswal AssetManagement Company:<o:p />
Motilal Oswal Grouppossesses legacy in equities for over 3 decades. Motilal Oswal Asset ManagementCompany Ltd. (MOAMC) is registered with SEBI as the Investment Manager for MotilalOswal Mutual Fund. It was incorporated on November 14, 2008. It providesInvestment Management and Advisory Services to investors based within andoutside India and having AIF’s, PortfolioManagement Services business, ETFs and Mutual Funds.&nbsp;<o:p />
MOAMC is one of thepioneers of PMS business with over 17+ years of track-record. It is also one ofthe pioneers of passive funds in India through ETFs way back in 2010, Motilal OswalNifty 50 ETF, Motilal Oswal Midcap 100 ETF, Motilal Oswal Nasdaq 100 ETF – theonly offshore ETF and have exclusive rights for Nasdaq.<o:p />
MOAMC follows a uniqueinvestment philosophy, ‘Buy Right; Sit Tight’ which means buying qualitycompanies at a reasonable price and Sit Tight to ride their growth cycle for along period of time.<o:p />
For furtherdetails contact: 
RohiniKute 
Head,Corporate Communication, 
Motilal Oswal Financial Services 
Mail:<a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a> <o:p />

Motilal Oswal Mutual Fund announces the launch of Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund

MotilalOswal Mutual Fund announces the launch of Motilal Oswal S&amp;P BSE HealthcareETF <o:p />
Mumbai, 13 July2022:Motilal Oswal Asset Management Company (MOAMC) has announced the launch of itsMotilal Oswal S&amp;P BSE Healthcare ETF (An open ended scheme replicating /tracking the S&amp;P BSE Healthcare Total Return Index).. The NFO opens on 14 July 2022 and closes on 22 July 2022. <o:p />
The S&amp;P BSE Healthcare TotalReturn Index is designed to provide investors exposure to companies included inthe S&amp;P BSE All Cap that are classified as members of the healthcaresector. It is reconstituted annually in September. At present, the index iscomposed of 97 constituents spanning Pharmaceuticals, Hospitals, Diagnostic, MedicalEquipment etc. This covers more than 99% of the listed Healthcare universe interms of market capitalization. <o:p />
Asof June 2022, the index constituents feature Sun Pharmaceuticals Industries Ltd,Dr. Reddy’s Laboratories Ltd, Cipla Ltd., Divis laboratories Ltd. and ApolloHospitals Enterprise Ltd. The top 10 stocks account for close to 62% of weightin the index. In terms of industry breakup – Pharmaceutical is the largest withits weight close to 81% followed by Hospitals 14% and Healthcare Services 3%forming into the top 3. The index offers healthy exposure to mid and small-sizeHealthcare companies with the majority weight going to large-cap companies. <o:p />
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Healthcare sector: A defensive play<o:p /> </td> </tr></tbody></table>
Thehealthcare sector has gained centre stage after the pandemic and is primed toundergo structural changes. Rising income and rising middle class, coupled withincreased awareness about healthcare, augurs well for the sector. Unlikecyclical sectors, demand for healthcare is resilient and less impacted byeconomic swings. <o:p />
TheS&amp;P BSE Healthcare Total Return Index has noted lower drawdowns over thelast 15 years compared to the broader markets. Historically, the index tends tooutperform the broader benchmarks during Bear and Recovery market cycles.<o:p />
Navin Agarwal, MD &amp; CEO, MotilalOswal Asset Management Company Ltd said, “At Motilal Oswal AMC, we target to provideoptions of passive funds across key segments. The healthcare industry has grown14x in the past 14 years and may continue growing rapidly on the back ofincreased insurance adoption, medical tourism, and rising incomes. The pandemichas reinforced the importance of healthcare facilities in India. Government’splan to ramp up spending and provide healthcare facilities to the economicallyweaker section will also boost the domestic healthcare sector.”<o:p />
TheS&amp;P BSE Healthcare Total Return Index noted CAGR of 13.1% vs S&amp;P BSEAll Cap Index 10.6%, outperforming the broad market by more than 2%. Similarly,on calendar year basis the index noted outperformance for 8 out of the last 14calendar years vs S&amp;P BSE All Cap Index.&nbsp;<o:p />
&nbsp;
PratikOswal, Head of Passive Funds, Motilal Oswal Asset Management Company Ltd said, “Historically healthcare as a sector isconsiderd as defensive play, and it has experienced lower drawdowns. Also,unlike cyclical sectors, demand for healthcare is resilient and less impactedby economic swings.” He further added that “By covering 99% of the healthcareuniverse, the Motilal Oswal S&amp;P BSE Healthcare ETF offers the broadestexposure among its peer at lower expense ratio.”<o:p />
During NFO investors can investminimum Rs. 500/- and inmultiples of Re. 1/- thereafter. On ongoing basis investor can purchase/redeemunits of the scheme through financial advisor or by log-in to <a href="http://www.motilaloswalmf.com/">www.motilaloswalmf.com</a>. <o:p />
After NFO, investors can buy/sell units of the units of the scheme inround lot of 1 unit and in multiples thereafter on the exchange or they canapproach Motilal Oswal Mutual fund for subscription/redemption in excess of INR25 crores. <o:p />
1Source/Disclaimer:S&amp;P BSE. 250 trading days assumed in one year. Performancedata since 16-Sep-05 to 30-June-22. All Performance data in INR. Performanceresults have many inherent limitations and no representation is being made thatany investor will, or is likely to achieve. The above table is used to explainthe concept and is for illustration purpose only and should not used fordevelopment or implementation of an investment strategy. Past performance mayor may not be sustained in future<o:p />
2Source/Disclaimer: S&amp;PBSE; Performance as of close of 30-June-07 to 30-June-22. Performance resultshave many inherent limitations and no representation is being made that anyinvestor will, or is likely to achieve. Past performance may or may not besustained in future. The above graph is used to explain the concept and is forillustration purpose only and should not used for development or implementationof an investment strategy.<o:p />
Please note: The otherFunds managed by the Fund Managers can be viewed on <a href="http://www.motilaloswalmf.com/">www.motilaloswalmf.com</a><o:p />
Disclaimer This release has beenissued on the basis of internal data, publicly available information and othersources believed to be reliable. The information contained in this document isfor general purposes only and not a complete disclosure of every material fact.The Stocks (if any) mentioned herein is for explaining the concept and shallnot be construed as an investment advice to any party. The information / dataherein alone is not sufficient and shouldn’t be used for the development orimplementation of an investment strategy. It should not be construed asinvestment advice to any party. All opinions, figures, estimates and dataincluded in this article are as on date. The article does not warrant thecompleteness or accuracy of the information and disclaims all liabilities,losses and damages arising out of the use of this information. The statementscontained herein may include statements of future expectations and otherforward-looking statements that are based on our current views and assumptionsand involve known and unknown risks and uncertainties that could cause actualresults, performance or events to differ materially from those expressed orimplied in such statements. Readers shall be fully responsible/liable for anydecision taken on the basis of this article. Mutual Fund investments aresubject to market risks, read all scheme related documents carefully<o:p />
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This product is suitable for investors who are seeking*<o:p /> </td> 
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Scheme<o:p /> 
&nbsp; 
&nbsp; 
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S&amp;P BSE Healthcare Total Return Index<o:p /> 
&nbsp; 
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The Benchmark Risk-o-meter is at very high risk. <o:p /> </td> </tr> 
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•&nbsp;&nbsp;&nbsp; Return that corresponds to the performance of S&amp;P BSE Healthcare Total Return Index subject to tracking error. <o:p /> 
&nbsp; 
•&nbsp;&nbsp;&nbsp; Long term capital growth.<o:p /> 
&nbsp; </td> </tr></tbody></table>
&nbsp;
About Motilal Oswal AssetManagement Company:<o:p />
Motilal Oswal Grouppossesses legacy in equities for over 3 decades. Motilal Oswal Asset ManagementCompany Ltd. (MOAMC) isregistered with SEBI as the Investment Manager forMotilal Oswal Mutual Fund. It was incorporated on November 14, 2008. Itprovides Investment Management and Advisory Services to investors based withinand outside India and having AIF’s, PortfolioManagement Services business, ETFs and Mutual Funds.&nbsp;<o:p />
MOAMC is one of thepioneers of PMS business with over 17+ years of track-record. It is also one ofthe pioneers of passive funds in India through ETFs way back in 2010, Motilal OswalNifty 50 ETF, Motilal Oswal Midcap 100 ETF, Motilal Oswal Nasdaq 100 ETF – theonly offshore ETF and have exclusive rights for Nasdaq.<o:p />
MOAMC follows a uniqueinvestment philosophy, ‘Buy Right; Sit Tight’ which means buying qualitycompanies at a reasonable price and Sit Tight to ride their growth cycle for along period of time.<o:p />
For furtherdetails contact: 
RohiniKute 
Head,Corporate Communication, 
Motilal Oswal Financial Services 
Mail:<a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a><o:p />

Motilal Oswal Mutual Fund announces the launch of Motilal Oswal S&P BSE Healthcare ETF 

MotilalOswal AMC announces launch of Motilal Oswal Ethical Strategy<o:p />
<o:p>&nbsp;</o:p>
Mumbai, 29 June 2022: Motilal Oswal AMC has announced the launch ofan Ethics focused PMS strategy ‘Motilal Oswal Ethical Strategy’. This marks thelaunch of first of its kind Ethics focused PMS Strategy. <o:p />
<o:p>&nbsp;</o:p>
As a concept, ethical investment follows risk sharing principle thatprotects parties and in turn society, from questionable social and financialpractices. Also, the strategy selects businesses with low debt ratio as interest bearing transactionsare limited under the ethical businesses guidelines.<o:p />
<o:p>&nbsp;</o:p>
This strategy draws multiple parallels with ESG Investing due to itsfoundation of promoting social responsibility and value creation with anadditional layer of balance sheet screening and low leverage.<o:p />
<o:p>&nbsp;</o:p>
Motilal Oswal Ethical Strategy is for the communities and people whowish to invest into markets via only the ethical route as per theirsentimental, religious or conscious beliefs. People from Jain, Muslim and othercommunities may consider this PMS to choose their path of equity investing. <o:p />
&nbsp;<o:p />
<o:p>&nbsp;</o:p>
Motilal Oswal Ethical Strategy takes investments from Rs. 50 lakhsonwards as per PMS regulatory guidelines. <o:p />
<o:p>&nbsp;</o:p>
<o:p>&nbsp;</o:p>
Vaibhav Agrawal, PortfolioManager, Motilal Oswal Asset Management Company Ltd. said, “MotilalOswal AMC is the only fund house in India with a documented investment processof QGLP. In order to further bring financial inclusivity in India, funds withnew investment concepts needs to be launched in the country. As a pioneer inthe industry, we aim to institutionalize the concept of ethical investing in thecountry and thus, launched the Motilal Oswal Ethical Strategy.”<o:p />
<o:p>&nbsp;</o:p>
Vaibhav Agrawal further added, “The companies that indulge in the business of alcohol, Tobacco,Gambling, Gold and silver trading, banking and financials, Pork/Non veg relatedbusinesses, Advertising/Media &amp; Entertainment/Pornography are excluded.These industries may not fall within the parameters of ethical investing forsome communities and would not be appropriate investments for observantcommunity investors.” <o:p />
<o:p>&nbsp;</o:p>
Key points for this strategy tobe noted <o:p />
<o:p>&nbsp;</o:p>
- Strategy well positioned to cater to community investment guidelineseg: Muslims &amp; Jains<o:p />
- Segments, which have a negative societal opinion, are naturally avoided(tobacco, alcohol, gambling, inappropriate media etc.)<o:p />
- Motilal Oswal Group’s QGLP process is the base of stock selection forthis strategy.<o:p />
<o:p>&nbsp;</o:p><span style="font-size:11.0pt;line-height:107%;font-family:calibri,sans-serif;mso-ascii-theme-font:minor-latin;mso-fareast-font-family:calibri;mso-fareast-theme-font:minor-latin;mso-hansi-theme-font:minor-latin;mso-bidi-font-family:times new roman;mso-bidi-theme-font:minor-bidi;mso-ansi-language:en-in;mso-fareast-language:en-us;mso-bidi-language:ar-sa"> 

<o:p>&nbsp;</o:p>
About Motilal Oswal Asset Management Company:<o:p />
<o:p>&nbsp;</o:p>
MotilalOswal Asset Management Company Ltd. (MOAMC) is a public limited companyincorporated under the Companies Act, 1956 on November 14, 2008, having itsRegistered Office at 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai - 400025. <o:p />
<o:p>&nbsp;</o:p>
The AMC is also registered with SEBI under SEBI(Portfolio Managers) Regulations, 1993 as Portfolio Manager vide RegistrationNo. INP000000670. There is no conflict of interest between the activity ofmanaging the schemes of Motilal Oswal Mutual Fund and the activity of PortfolioManagement Services.<o:p />
<o:p>&nbsp;</o:p>
MOAMC is in PMS business with over 17 years of track record. <o:p />
<o:p>&nbsp;</o:p>
Motilal Oswal Asset Management Companies follows QGLP (Q-Quality,G-Growth, L-longevity at P-fair price) process invented by Mr Raamdeo Agrawal,Co-Founder of Motilal Oswal Group. MOAMC has a unique investment philosophy,‘Buy Right; Sit Tight’ which means buying quality companies at a reasonableprice and Sit Tight to ride their growth cycle for a long period of time.<o:p />
<o:p>&nbsp;</o:p>
Disclaimer link - <a href="http://www.motilaloswalmf.com/emailers/2022/Link_Image/Ethical_Strategy_Disclaimer.pdf">http://www.motilaloswalmf.com/emailers/2022/Link_Image/Ethical_Strategy_Disclaimer.pdf</a><o:p />
<o:p>&nbsp;</o:p>
<o:p>&nbsp;</o:p>
For further details contact:<o:p />
<o:p>&nbsp;</o:p>
Rohini Kute<o:p />
Head, Corporate Communication, <o:p />
Motilal Oswal Financial Services<o:p />
Mail: <a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a> <o:p />
<o:p>&nbsp;</o:p>

Motilal Oswal AMC announces launch of Motilal Oswal Ethical Strategy

Motilal Oswal AMC launches Motilal Oswal Hedged EquityMultifactor Strategy AIF<o:p />
Firstof its kind strategy that combines multifactor, model-driven investing approachalong with tail-hedging<o:p />
Mumbai, 08 March 2022: MotilalOswal Asset Management Company (MOAMC) today announced the launch of MotilalOswal Hedged Equity Multifactor Strategy AIF. Known for launching an array ofpassive funds, the new offering from Motilal AMC is an open-ended quantitativeequity fund in the Category III AIF segment. <o:p />
The MotilalOswal Hedged Equity Multifactor AIF, is a first of its kind strategy thatcombines multifactor, model-driven investing approach along with tail-hedging. Thisscheme is designed in such a way that it has a low overlap with Nifty50companies and correlation of about 65-70% leading to a differentiated portfolioexposure.<o:p />
The Equityportfolio is 100% systematic with no human intervention in stock selection andweighting. The equity strategy uses investment factors such as Quality, LowVolatility, Value, and Momentum to form a concentrated portfolio of 20-25equity stocks. <o:p />
Tail-Hedging isdesigned to protect the investor from black swan events which are unpredictablebut at the same time have been the most significant contributors of portfoliolosses. The fund seeks to provide this protection by creating a low-cost ‘longvolatility’ position that benefits when market volatility invariably shoots upduring such periods.<o:p />
During the spanof 10 years starting from 2011, the back-tested returns of the strategy was ableto consistently generate higher returns at lower volatility as compared to theNIFTY 500 TRI, which is the scheme’s benchmark.<o:p />
Mr. Pratik Oswal, Head of Passive Funds, Motilal OswalAsset Management Company Ltd said, “Motilal OswalAMC have always been pioneers in bringing innovative investing solutions toinvestors. The Motilal Oswal Hedged Equity Multifactor Strategy is a uniqueoffering that combines the benefits of rules-based investing and tail-hedgingwith the objective of delivering superior portfolio outcomes across variousmarket conditions.”<o:p />
Commenting onthe launch, Mr. SankaranarayananKrishnan, Fund Manager, PMS &amp; AIF schemes, Motilal Oswal Asset ManagementCompany Ltd said, “The fund has a differentiated portfolio, with a lowoverlap with the NIFTY 50 index and lower BFSI exposure, leading to a muchlower correlation with the NIFTY 50 index. The portfolio is based on a modelthat combines factors such as Quality and Low Volatility, which havehistorically delivered alpha in falling markets, along with factors like Valueand Momentum, which have traditionally done well in rising markets. Theaddition of Tail Hedging not only protects the portfolio from severe losses butalso provides capital to invest in market lows.”
Source:Data from 30-Sep-2011 to 31-Dec-2021. Motilal Oswal AMC Internal Research,niftyindices.com<o:p />
Disclaimer Disclaimers &amp; Risk Factors<o:p />
The content is issued on the basis of internal data,publicly available information and other sources believed to be reliable. Theinformation contained in this document is for general purposes only and not acomplete disclosure of every material fact and terms and conditions. Theinformation / data herein alone is not sufficient and shouldn’t be used for thedevelopment or implementation of an investment strategy. It should not beconstrued as investment advice to any party. <o:p />
All opinions, figures, charts/graphs, estimates anddata included in this presentation are as on date and are subject to changewithout notice. The statements contained herein may include statements offuture expectations and other forward-looking statements that are based on ourcurrent views and assumptions and involve known and unknown risks anduncertainties that could cause actual results, performance or events to differmaterially from those expressed or implied in such statements. Readers shall befully responsible / liable for any decision taken on the basis of thispresentation. Investments in Securities are subject to market and other risksand there is no assurance or guarantee that the objectives of any of theSchemes will be achieved. The scheme may not be suited to all categories ofinvestors. <o:p />
The material is based upon information that weconsider reliable, but we do not represent that it is accurate or complete, andit should not be relied upon as such. Opinions, if any, expressed are ouropinions as of the date of appearing on this material only. While we endeavorto update on a reasonable basis the information discussed in this material,there may be regulatory, compliance, or other reasons that prevent us fromdoing so. Recipient shall understand that the aforementioned statements cannotdisclose all the risks and characteristics. The recipient is requested to takeinto consideration all the risk factors including their financial condition,suitability to risk return, etc. and take professional advice before investing.<o:p />
As with any investment in securities, the Value ofthe portfolio under management may go up or down depending on the variousfactors and forces affecting the capital market. &nbsp;<o:p />
This document is not for public distribution and hasbeen furnished solely for information and must not be reproduced orredistributed to any other person. Persons into whose possession this documentmay come are required to observe these restrictions. <o:p />
Investment in Securities is subject to market andother risks and there is no assurance or guarantee that the objectives of anyof the Schemes of Alternative Investment Funds will be achieved. Please readPrivate Placement Memorandum of the Scheme carefully before investing.<o:p />
In case of any further information, please write backto us at aifservice@motilaloswal.com<o:p />
&nbsp;
About Motilal Oswal Asset ManagementCompany:<o:p />
Motilal Oswal Group possesses legacyin equities for over 3 decades. Motilal Oswal Asset Management Company Ltd.(MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal MutualFund. It was incorporated on November 14, 2008. It provides InvestmentManagement and Advisory Services to investors based within and outside Indiaand having AIFs, Portfolio Management Servicesbusiness, ETFs and Mutual Funds.&nbsp;<o:p />
MOAMC is one of the most honoured andtrusted names in equity investing. MOAMC is one of the pioneers of PMS businesswith over 17 years of track record. It is also one of the pioneers of passivefunds in India through ETFs way back in 2010, Motilal Oswal Nifty 50 ETF, MotilalOswal Midcap 100 ETF, Motilal Oswal Nasdaq 100 ETF – the only offshore ETF andhave exclusive rights for Nasdaq.

Motilal Oswal AMC launches Motilal Oswal Hedged Equity Multifactor Strategy AIF

Siddharth Bothra is appointed as the Fund Manager of Motilal OswalFlexicap Fund and Motilal Oswal Dynamic Fund
<o:p>&nbsp;</o:p>
Mumbai, 24 May 2021: Motilal Oswal AMCwishes to inform you that Mr Siddharth Bothra, Fund Manager and KeyPersonnel of Motilal Oswal AMC has been appointed as the Fund Manager for theSchemes, Motilal Oswal Flexi Cap Fund and Motilal Oswal Dynamic Fund witheffect from May 19, 2021.
Also, Mr Akash Singhania (Earlier Fund Manager of Motilal Oswal FlexiCap Fund and Motilal Oswal Dynamic Fund) has decided to move on from MOAMCfor personal reasons.
Mr Siddharth Bothra shall be given the additional charge of the schemesand has been appointed the fund manager for Motilal Oswal Flexi Cap Fund andMotilal Oswal Dynamic Fund.
Mr Siddharth Bothra has an experience of more than 17 years in the fieldof research and investments. Siddharth is an old hand at Motilal Oswal AMC andhas a stellar track record, managing the Motilal Oswal Focused 25 Fund, alarge-cap oriented focused fund, since November 2016, prior to this he wasmanaging the Motilal Oswal Focused 25 fund as co-manager since May 2015.
Before joining the AMC, Siddharth had an extensive, award-winning stint withMotilal Oswal Securities Limited as a senior analyst in the InstitutionalEquities team, covering various sectors.<o:p />
Disclaimer: Mutual Fund Investments are subject to market risks, readall scheme related documents carefully.
AboutMotilal Oswal Asset Management Company:
<o:p>&nbsp;</o:p>
MotilalOswal Group possesses legacy in equities for over 3 decades. Motilal OswalAsset Management Company (Motilal Oswal AMC) is registered with SEBI as theInvestment Manager for Motilal Oswal Mutual Fund. It was incorporated onNovember 14, 2008. It provides Investment Management and Advisory Services toinvestors based within and outside India and having AIF’s Portfolio ManagementServices business, ETFs and Mutual Funds.&nbsp;<o:p />
MotilalOswal AMC (MOAMC) is one of the most honoured and trusted names in equityinvesting. MOAMC is one of the pioneers of PMS business with over 17 years oftrack record. It is also one of the pioneers of passive funds in India throughETFs way back in 2010.<o:p />
MOAMCis one of the fastest growing Asset Management Companies in India with a uniqueinvestment philosophy, ‘Buy Right; Sit Tight’ which means buying qualitycompanies at a reasonable price and Sit Tight to ride their growth cycle for along period of time.<o:p />
<o:p>&nbsp;</o:p>
For further details contact:<o:p />
<o:p>&nbsp;</o:p>
RohiniKute<o:p />
Head,Corporate Communication, Motilal Oswal Financial Services<o:p />
Mob+919820196838
Mail: <a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a><o:p />

Siddharth Bothra is appointed as the Fund Manager of Motilal Oswal Flexicap Fund and Motilal Oswal Dynamic Fund

This comes after theirsuccessful launch of India’s First “digital first” NFO with <o:p />
S&amp;P 500 Index Fund <o:p />
<o:p>&nbsp;</o:p>
Mumbai, 23 November 2020: Motilal Oswal Asset Management Company (MOAMC) has announced the launch of India’s first-of-its-kind Motilal Oswal 5 Year G-sec ETF.Known for launching an array of passive fund s, this ETF by Motilal Oswal AMC is set to provide excellent asset allocation opportunity. For ETF fans, this fund is a an addition to Motilal Oswal ETF suite which comprises of a Nifty 50 ETF,Nifty Midcap 100 ETF, NASDAQ 100 ETF and the upcoming 5-year G-Sec ETF – all of them effective for asset allocation. <o:p />
The NFO will be open on November 23, 2020 and shall close on December 2, 2020.
The Motilal Oswal 5 year G-Sec ETF seeks investment return that closely corresponds (before fees and expenses) to total returns of the securities as represented by the ‘Nifty 5 Yr. Benchmark G-Sec Index’, subject to tracking error. However,there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
The ETF offers investors an attractive low cost alternative to fixed deposit since it has practically no default risk, no lock-in, and historically attractive pre- and post-tax returns.
“The launch Motilal Oswal 5 Yr G-Sec ETF add to our repertoire of investor centric products and deepens our product offering for investor community. This ETF is key part of our endeavor to offer building blocks for asset allocation to investors.” said Navin Agarwal, MD &amp; CEO Motilal Oswal Asset Management Company Ltd.
“The Motilal Oswal 5 year G-Sec ETF will invest in underlying constituent of Nifty 5 Yr Benchmark G-sec Index. With the approx. duration of 4 years, the index falls in a sweet spot between short duration and long duration G-Sec Indices.” said Pratik Oswal, Head of Passive Funds, Motilal Oswal Asset Management Company Ltd. “With safety being a primary need of debt investors today, the ETF fits well for investors who are looking for safety along with better tax advantages compared to traditional fixed income products.”
<o:p>&nbsp;</o:p>
With the launch of this ETF, investor will get easy and low cost access to 5 Yr G-Sec. The minimum application amount during NFO is Rs500 On ongoing basis investor can purchase/redeem units of ETF on stocks exchanges. <o:p />
Please note: The other Funds managed by the Fund Managers can be viewed on www.motilaloswalmf.com
&nbsp;
About Motilal Oswal Asset Management Company:
Motilal Oswal Group possesses legacy in equities for over 3 decades. Motilal Oswal Asset Management Company (Motilal Oswal AMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors based within and outside India and having AIF’s Portfolio Management Services business, ETF sand Mutual Funds.&nbsp;<o:p />
Motilal Oswal AMC (MOAMC) is one of the most honored&nbsp;and trusted names in equity investing. MOAMC is one of the pioneers of PMS business with over 17 years of track record. It is also one of the pioneers of passive funds in India through ETFs way back in 2010, Motilal Oswal Nifty 50 ETF, Motilal Oswal Midcap 100 ETF, Motilal Oswal Nasdaq 100 ETF– the only offshore ETF and have exclusive rights for Nasdaq.
MOAMC is 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.
&nbsp;
For further details contact:<o:p />
Rohini Kute
Head, Corporate Communication, <o:p />
Motilal Oswal Financial Services<o:p />
Mob +91 9820196838<o:p />
Mail:rohini.kute@motilaloswal.com<o:p />
&nbsp;
<a name="_MailEndCompose"></a>&nbsp;

Motilal Oswal AMC announces launch of 5 year G-sec ETF

Mumbai, 31July 2020: Motilal Oswal Group has announced that Navin Agarwal, who has been ManagingDirector, Motilal Oswal Financial Services Ltd (MOFSL) till date, will lead Motilal OswalAMC (MOAMC) as its MD &amp; CEO.<o:p />
Aashish Somaiyaahas decided to move on from the post of MD &amp; CEO of Motilal Oswal AMC inpursuit of his personal aspirations to work for a start-up. Motilal Oswal Groupwishes him all the best.<o:p />
Considering theimportance of the Asset Management Business, the MOFSL board has decided thatNavin Agarwal who has been with MOFSL over the last 20 years and has beeninstrumental in developing the entire portfolio of MOFSL businesses, willrelinquish executive responsibilities at MOFSL and take up full time assignmentas Managing Director and CEO of MOAMC. On behalf of the board, he had also been overseeing the AMC businessclosely for the past 2 years.<o:p />
MOFSL is veryconfident that Navin’s induction as MD &amp; CEO of MOAMC with Raamdeo Agrawalcontinuing as Chairman, will not only ensure continuity but also provide strongleadership and huge scalability to the AMC business. <o:p />
MOFSL further informs that the Board atits Meeting has approved the appointment of Mr. Rajat Rajgarhia as theWhole-time Director &amp; Designated Director of MOFSL, subject to approval ofthe shareholders and stock exchanges.<o:p />
AboutMotilal Oswal Asset Management Company:<o:p />
Motilal OswalGroup possesses legacy in equities for over 3 decades. Motilal Oswal AssetManagement Company (Motilal Oswal AMC) is registered with SEBI as theInvestment Manager for Motilal Oswal Mutual Fund. It was incorporated onNovember 14, 2008. It provides Investment Management and Advisory Services toinvestors based within and outside India and having AIF’s Portfolio ManagementServices business, ETFs and Mutual Funds.&nbsp;<o:p />
Motilal OswalAMC (MOAMC) is one of the most honoured and trusted names in equity investing.MOAMC is one of the pioneers of PMS business with over 17 years of trackrecord. It is also one of the pioneers of passive funds in India through ETFsway back in 2010.<o:p />
MOAMC is oneof the fastest growing Asset Management Companies in India with a uniqueinvestment philosophy, ‘Buy Right; Sit Tight’ which means buying qualitycompanies at a reasonable price and Sit Tight to ride their growth cycle for along period of time.<o:p />
<o:p>&nbsp;</o:p>
AboutMotilal Oswal Financial Services Limited<o:p />
MotilalOswal Financial Services Ltd.&nbsp; (MOFSL) is a diversified financial servicescompany. Its offerings include capital markets businesses (Retail broking,Institutional broking &amp; Investment banking), Asset &amp; Wealth Management(Asset Management, Private Equity &amp; Wealth Management), Housing Finance&amp; Equity based treasury investments.<o:p />
MOFSL’score purpose is to be well respected and preferred global financial servicesorganization enabling wealth creation for customers. Research is the solidfoundation and the investment advisory at Motilal Oswal Financial Services isbased on the research. MOFSL’s research has received wide media coverage andconsistently won awards, showcasing company''s strong research capabilities.This includes being awarded ''''''''Best Performing National Financial Advisor-Equity Broker'''''''''''''''' for six years at the UTI-CNBC TV18 Financial AdvisorAwards, Moneycontrol Wealth Creator Award –Best Broking Business Of TheYear-2018. MOFSL won “Broking House of the year” at MCX awards2019.<o:p />
MOFSL’score purpose is to be a respected and preferred global financial servicesorganization enabling wealth creation for its customers.<o:p />
<o:p>&nbsp;</o:p>
For further details contact:<o:p />
<o:p>&nbsp;</o:p>
RohiniKute<o:p />
Head,Corporate Communication, <o:p />
MotilalOswal Financial Services<o:p />
Mob+91 9820196838<o:p />
Mail:<a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a> <o:p />

Navin Agarwal takes charge of Motilal Oswal AMC as MD & CEO

Mumbai,Tuesday, July 14, 2020: &nbsp;Motilal Oswal Mutual Funds has launched a newTVC lead ad campaign - ‘Skin in the Game.’<o:p />
Conceptualized by Mullen Lintas, the ''Skin in the Game''&nbsp;propositionhelps demonstrate the conviction that the brand has in its product and a reasonwhy investors should trust the brand.&nbsp;<o:p />
Ever since the inception of Motilal OswalMutual Fund; MOFSL promoters’ personal investments as well as the company''smoney (treasury funds) has been invested in their own Equity Mutual Funds.&nbsp;Somuch so that the company and its promoters are the largest investors in thecompany''s equity funds. In that sense, the company has the highest ‘skin in thegame’. Using the insight that when it comes totrust; actions speak louder than words; the campaign aims to highlight thisunique and powerful proposition<o:p />
Thecreative idea is inspired by signs seen across various food outlets all overIndia. To instil confidence and trust, many restaurants put up a sign -&quot;The owner of this restaurant also eats here&quot;. This acts as atestament to the conviction the owner has in the quality of food he serves.&nbsp;<o:p />
Speaking on the film Ramnik Chhabra,Executive Director &amp; Head, Marketing, Motilal Oswal Financial ServicesLimited (MOFSL) said,“When it comes to investing ingeneral and equity mutual funds in particular, the results of your choice areonly discernible in the future. To decide on which brand to select in thepresent for a positive future outcome; investors look for Trustmarks. Thiscampaign provides a strong reason to trust the Motilal Oswal brand. Our beliefin our equity expertise can be gauged from the fact that we eat our owncooking! ”<o:p />
Overlayingthe now popular tone and manner and signature brand music of the Motilal Oswalfilms; the campaign would be promoted on business news channels, digital andsocial media.<o:p />
Talkingabout the campaign execution and desired impact Garima Khandelwal, Executive Creative Director, Mullen Lintas, “To exhibit the extent of trustMotilal Oswal has in the product they sell, we thought to dramatise theopposite of it in a parallel industry. Borrowing from life and building from ananalogy of the same. It started with the sign at a restaurant that proudlyshows the belief in the food they serve by the owner advertising he consumingit to its patrons and the film was weaved around it to make the same parallelfor the promoters of the fund, as they themselves invest in the equity fundthat they promote, showing off their skin in the game. The ad was conceptualisedpre covid but executed post Covid, which made the execution journey memorable.”<o:p />
<o:p>&nbsp;</o:p>
Motilal Oswal Team<o:p />
Ramnik Chhabra – ExecutiveDirector, Marketing<o:p />
Charles Nadar – Vice President,Marketing<o:p />
Pawan Kulkarni – AssistantManager, Marketing<o:p />
<o:p>&nbsp;</o:p>
Agency : Mullen Lintas<o:p />
<o:p>&nbsp;</o:p>
Creative: Garima Khandelwal,Azazul Haque, Ripanka Kalita, Ashwin Joharapurkar, Shashank Salaskar, ChandniDave, Johns Joy, Pintu Bisoyi, Aswirbaad Das<o:p />
Account Management:Hari Krishnan, Priya Balan, Samir Sagar, Miloni Shah<o:p />
Planning: Ekta Relan<o:p />
Production House:Nirvana Films<o:p />
Director: Kishore Iyer<o:p />
<o:p>&nbsp;</o:p>
For further details contact:<o:p />
<o:p>&nbsp;</o:p>
RohiniKute<o:p />
Head,Corporate Communication, <o:p />
MotilalOswal Financial Services<o:p />
Mob+91 9820196838<o:p />
Mail: <a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a><o:p />

Motilal Oswal launches new TVC campaign ''Skin in the Game'' 

Motilal Oswal Asset Management Company to launch Motilal Oswal Multi Asset Fund

Motilal Oswal AMC launches ''The Minimalist Investor’ Campaign<o:p />
<o:p>&nbsp;</o:p>
<o:p>&nbsp;</o:p>
With all the current complexities and uncertainties around us, the minimalist lifestyle is gaining increasing acceptance. As in life, so too in investing. MAOMC has been one of the pioneers in Index Fund investing; a category with many similarities in investing approach to minimalism.&nbsp;They have hence come out with a campaign promoting Index Funds titled ''The Minimalist Investor''. <o:p />
<o:p>&nbsp;</o:p>
The campaign by Motilal Oswal is set to educate investors about the emerging Index Investing category by using the concept of Minimalist Investing. <o:p />
<o:p>&nbsp;</o:p>
The prolonged lockdown owing to the pandemic has led to a major behaviour and attitudinal shift in consumers. The campaign provides a demonstration of how investing can be simplified and explains how index funds are simple and frugal and how they help create wealth in the long term so Investors need not get confused with complex portfolios, the nitty-gritties of fund manager selection and also increased fund management costs<o:p />
<o:p>&nbsp;</o:p>
“There is an innate similarity between Index Investing and the minimalism trend. Both rely on simplicity of choice, frugality in approach and are good for you over a period of time. This metaphor is what we decided to leverage to educate investors about the emerging Index Fund category in Mutual Funds” says Mr. Ramnik Chhabra, Executive Director Marketing at Motilal Oswal Financial Service Ltd.<o:p />
<o:p>&nbsp;</o:p>
The campaign is aimed to intrigue the new-age audience and therefore narrates through taglines that will engage viewers and provoke thoughts, like - ''Once you need less, you will have more,'' ‘''the long-term peace of less surpasses the short-term thrill of more.’ Amongst others are ''Own less. Do more.’The campaign touch points includes digital, email and WhatsApp. <o:p />
<o:p>&nbsp;</o:p>
<span lang="EN-IN" style="mso-ascii-font-family:calibri;mso-ascii-theme-font:minor-latin;mso-hansi-font-family:calibri;mso-hansi-theme-font:minor-latin;mso-bidi-font-family:times new roman;mso-bidi-theme-font:minor-bidi;color:black;mso-themecolor:text1">Campaign Links:<o:p />
<span lang="EN-IN" style="mso-ascii-font-family:calibri;mso-ascii-theme-font:minor-latin;mso-hansi-font-family:calibri;mso-hansi-theme-font:minor-latin;mso-bidi-font-family:times new roman;mso-bidi-theme-font:minor-bidi;color:#44546a;mso-themecolor:dark2;mso-bidi-font-weight:bold"><o:p>&nbsp;</o:p>
<span lang="EN-IN" style="mso-ascii-font-family:calibri;mso-ascii-theme-font:minor-latin;mso-hansi-font-family:calibri;mso-hansi-theme-font:minor-latin;mso-bidi-font-family:times new roman;mso-bidi-theme-font:minor-bidi;color:black;mso-themecolor:text1">Facebook Links:<o:p />
<a href="https://www.facebook.com/motilaloswalamc/photos/a.106224792761373/3322292587821228/">https://www.facebook.com/motilaloswalamc/photos/a.106224792761373/3322292587821228/</a><span lang="EN-IN" style="mso-ascii-font-family:calibri;mso-ascii-theme-font:minor-latin;mso-hansi-font-family:calibri;mso-hansi-theme-font:minor-latin;mso-bidi-font-family:times new roman;mso-bidi-theme-font:minor-bidi;color:#44546a;mso-themecolor:dark2;mso-bidi-font-weight:bold"><o:p />
<a href="https://www.facebook.com/motilaloswalamc/photos/a.106224792761373/3327895687260918/">https://www.facebook.com/motilaloswalamc/photos/a.106224792761373/3327895687260918/</a><span lang="EN-IN" style="mso-ascii-font-family:calibri;mso-ascii-theme-font:minor-latin;mso-hansi-font-family:calibri;mso-hansi-theme-font:minor-latin;mso-bidi-font-family:times new roman;mso-bidi-theme-font:minor-bidi;color:#44546a;mso-themecolor:dark2;mso-bidi-font-weight:bold"><o:p />
<span lang="EN-IN" style="mso-ascii-font-family:calibri;mso-ascii-theme-font:minor-latin;mso-hansi-font-family:calibri;mso-hansi-theme-font:minor-latin;mso-bidi-font-family:times new roman;mso-bidi-theme-font:minor-bidi;color:#44546a;mso-themecolor:dark2;mso-bidi-font-weight:bold"><o:p>&nbsp;</o:p>
<span lang="EN-IN" style="mso-ascii-font-family:calibri;mso-ascii-theme-font:minor-latin;mso-hansi-font-family:calibri;mso-hansi-theme-font:minor-latin;mso-bidi-font-family:times new roman;mso-bidi-theme-font:minor-bidi;color:black;mso-themecolor:text1">Twitter Link<span lang="EN-IN" style="mso-ascii-font-family:calibri;mso-ascii-theme-font:minor-latin;mso-hansi-font-family:calibri;mso-hansi-theme-font:minor-latin;mso-bidi-font-family:times new roman;mso-bidi-theme-font:minor-bidi;color:black;mso-themecolor:text1;mso-bidi-font-weight:bold">:<o:p />
<a href="https://twitter.com/MotilalOswalAMC/status/1275994626650804232/photo/1">https://twitter.com/MotilalOswalAMC/status/1275994626650804232/photo/1</a><span lang="EN-IN" style="mso-ascii-font-family:calibri;mso-ascii-theme-font:minor-latin;mso-hansi-font-family:calibri;mso-hansi-theme-font:minor-latin;mso-bidi-font-family:times new roman;mso-bidi-theme-font:minor-bidi;color:#44546a;mso-themecolor:dark2;mso-bidi-font-weight:bold"><o:p />
<o:p>&nbsp;</o:p>
About Motilal Oswal Asset Management Company:<o:p />
<o:p>&nbsp;</o:p>
Motilal Oswal Group possesses legacy in equities forover 3 decades. Motilal Oswal Asset Management Company (Motilal Oswal AMC) isregistered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund.It was incorporated on November 14, 2008. It provides Investment Management andAdvisory Services to investors based within and outside India and having AIF’sPortfolio Management Services business, ETFs and Mutual Funds.&nbsp;<o:p />
<o:p>&nbsp;</o:p>
Motilal Oswal AMC (MOAMC) is one of the most honoured and trusted names in equity investing. MOAMC is one of the pioneers of PMS business with over 17 years of track record. It is also one of the pioneers ofpassive funds in India through ETFs way back in 2010, Motilal Oswal Nifty 50ETF, Motilal Oswal Midcap 100 ETF, Motilal Oswal Nasdaq 100 ETF – the onlyoffshore ETF and have exclusive rights for Nasdaq.<o:p />
<o:p>&nbsp;</o:p>
MOAMC is 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 toride their growth cycle for a long period of time.<o:p />
<o:p>&nbsp;</o:p>
<o:p>&nbsp;</o:p>
For further details contact:<o:p />
<o:p>&nbsp;</o:p>
Rohini Kute<o:p />
Head, Corporate Communication, <o:p />
Motilal Oswal Financial Services<o:p />
Mob +91 9820196838<o:p />
Mail: <a href="mailto:rohini.kute@motilaloswal.com">rohini.kute@motilaloswal.com</a><o:p />

Motilal Oswal AMC launches ''The Minimalist Investor’ Campaign

India’s first S&amp;P 500 Index Fund sees huge interest from investors<o:p />
<o:p>&nbsp;</o:p>
Mumbai, 24 April 2020: Motilal Oswal AssetManagement Company (MOAMC) successfully completed the NFO of the Motilal OswalS&amp;P 500 Index Fund, an open ended schemereplicating/tracking S&amp;P 500 Index. It’s an Index fund thathelps investors invest in the world’s largest brands in the world’s largestIndex – the S&amp;P 500 Index. This was probably for the first time in Indiathat a mutual fund NFO has been marketed and transacted exclusively throughdigital modes of transaction.<o:p />
&nbsp;<o:p />
For this NFO, besides thecompany website and app, investments have been received through variousintermediaries transacting on the BSE, NSE, MFU platforms and various otherleading digital investing platforms such as Motilal Oswal, ICICIDirect.com,IIFL Securities, HDFC Securities, PaytmMoney, Groww, Zerodha Coin, Kuvera andothers. <o:p />
<o:p>&nbsp;</o:p>
While the AMC had filed forregulatory approvals in January 2020, approvals were received amidst the COVID19 crisis and hence all marketing, investor and distributor communication,engagement as well as transactions were executed digitally while Working From Home.<o:p />
<o:p>&nbsp;</o:p>
Speaking on the NFO, Aashish Somaiyaa, MD &amp; CEO , MOAMC said “The S&amp;P 500 Index Fund in line with ourNasdaq100 offering and the entire series of Nifty index funds is an endeavor toprovide an array of building blocks for effective asset allocation solutions toinvestors and intermediaries like wealth managers, financial planners and robo-advisorsalike. Neither had we planned on this being a digital first NFO nor the exacttiming of the launch. But, the COVID 19 crisis necessitated that we execute thisNFO differently. I am thankful to the entire ecosystem of investors, digitalplatform providers and intermediaries for their efforts and engagement.”<o:p />
<o:p>&nbsp;</o:p>
Pratik Oswal, Head, Passive Funds Business, MOAMC added, “In our continuous effort to provide innovative anddifferentiated products via the ‘First time in India’ Motilal Oswal S&amp;P 500Index Funds NFO, we have provided investors in India access to simple,cost-effective and innovative investing products. The S&amp;P 500 Index Fund isone more of such initiatives. The digitally only NFO could be a precursor ofthe way NFOs would be launched and presented in future as well. Big thanks tomy colleagues at the AMC for their tireless efforts in the NFO.”<o:p />
<o:p>&nbsp;</o:p>
The Motilal Oswal S&amp;P500 Index Fund would open again for investing from 29TH April 2020onwards.<o:p />
<o:p>&nbsp;</o:p>
AboutMotilal Oswal Asset Management Company:<o:p />
<o:p>&nbsp;</o:p>
Motilal Oswal Grouppossesses legacy in equities for over 3 decades. Motilal Oswal Asset ManagementCompany (Motilal Oswal AMC) is registered with SEBI as the Investment Managerfor Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. Itprovides Investment Management and Advisory Services to investors based withinand outside India and having AIF’s Portfolio Management Services business, ETFsand Mutual Funds.&nbsp;<o:p />
<o:p>&nbsp;</o:p>
Motilal Oswal AMC (MOAMC) isone of the most honoured and trusted names in equity investing. MOAMC is one ofthe pioneers of PMS business with over 17 years of track record. It is also oneof the pioneers of passive funds in India through ETFs way back in 2010, MotilalOswal Nifty 50 ETF, Motilal Oswal Midcap 100 ETF, Motilal Oswal Nasdaq 100 ETF– the only offshore ETF and have exclusive rights for Nasdaq.<o:p />
<o:p>&nbsp;</o:p>
MOAMC is one of the fastestgrowing Asset Management Companies in India with a unique investmentphilosophy, ‘Buy Right; Sit Tight’ which means buying quality companies at areasonable price and Sit Tight to ride their growth cycle for a long period oftime.<o:p />
<o:p>&nbsp;</o:p>
For further details contact:<o:p />
<o:p>&nbsp;</o:p>
RohiniKute<o:p />
Head, CorporateCommunication, <o:p />
Motilal Oswal FinancialServices<o:p />
Mob +91 9820196838<o:p />
Mail:rohini.kute@motilaloswal.com<o:p />
<o:p>&nbsp;</o:p>
<o:p>&nbsp;</o:p>
Motilal Oswal S&amp;P 500Index Fund (MOFSP500)<o:p />
(An open ended schemereplicating / tracking S&amp;P 500 Index)<o:p />
<o:p>&nbsp;</o:p> 
<table class="MsoNormalTable" border="1" cellspacing="0" cellpadding="0" width="97%" style="margin-left:5.4pt;border-collapse:collapse;mso-table-layout-alt:fixed; border:none;mso-border-alt:solid windowtext .5pt;mso-yfti-tbllook:1184; mso-padding-alt:0in 5.4pt 0in 5.4pt;mso-border-insideh:.5pt solid windowtext; mso-border-insidev:.5pt solid windowtext">
<tbody>
<tr style="mso-yfti-irow:0;mso-yfti-firstrow:yes;height:34.15pt">
<td width="54%" valign="top" style="width:54.0%;border:solid windowtext 1.0pt; mso-border-alt:solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;height:34.15pt"> 
This product is suitable for investors who are seeking*<o:p /> </td>
<td width="46%" rowspan="2" valign="top" style="width:46.0%;border:solid windowtext 1.0pt; border-left:none;mso-border-left-alt:solid windowtext .5pt;mso-border-alt: solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;height:34.15pt"> 
<v:shapetype id="_x0000_t75" coordsize="21600,21600" o:spt="75" o:preferrelative="t" path="m@4@5l@4@11@9@11@9@5xe" filled="f" stroked="f"> <v:stroke joinstyle="miter"> <v:formulas> <v:f eqn="if lineDrawn pixelLineWidth 0"> <v:f eqn="sum @0 1 0"> <v:f eqn="sum 0 0 @1"> <v:f eqn="prod @2 1 2"> <v:f eqn="prod @3 21600 pixelWidth"> <v:f eqn="prod @3 21600 pixelHeight"> <v:f eqn="sum @0 0 1"> <v:f eqn="prod @6 1 2"> <v:f eqn="prod @7 21600 pixelWidth"> <v:f eqn="sum @8 21600 0"> <v:f eqn="prod @7 21600 pixelHeight"> <v:f eqn="sum @10 21600 0"> </v:f></v:f></v:f></v:f></v:f></v:f></v:f></v:f></v:f></v:f></v:f></v:f></v:formulas> <v:path o:extrusionok="f" gradientshapeok="t" o:connecttype="rect"> <o:lock v:ext="edit" aspectratio="t"> </o:lock></v:path></v:stroke></v:shapetype><v:shape id="Picture_x0020_20" o:spid="_x0000_i1026" type="#_x0000_t75" style="width:204.75pt;height:140.25pt;visibility:visible;mso-wrap-style:square"> <v:imagedata src="file:///C:\Users\patriciapillay\AppData\Local\Packages\oice_15_974fa576_32c1d314_266\AC\Temp\msohtmlclip1\01\clip_image001.jpg" o:title="High Risk"> </v:imagedata></v:shape><o:p /> </td></tr>
<tr style="mso-yfti-irow:1;mso-yfti-lastrow:yes;height:107.5pt">
<td width="54%" nowrap="" valign="top" style="width:54.0%;border:solid windowtext 1.0pt; border-top:none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt; padding:0in 5.4pt 0in 5.4pt;height:107.5pt"> 
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; return that corresponds generally to the performance of the NASDAQ-100 Index, subject to tracking error<o:p /> 
<o:p>&nbsp;</o:p> 
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; investment in equity securities of NASDAQ-100 Index<o:p /> 
<o:p>&nbsp;</o:p> </td></tr></tbody></table>
<o:p>&nbsp;</o:p>
*Investors should consult theirfinancial advisers if in doubt about whether the product is suitable for&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;them<o:p />
<o:p>&nbsp;</o:p>
Mutual Fund Investments are subject to market risks, read all schemerelated documents carefully.<o:p />
Please note: The other Fundsmanaged by the Fund Managers can be viewed on www.motilaloswalmf.com<o:p />
<a name="_MailEndCompose"></a><o:p>&nbsp;</o:p>

Motilal Oswal AMC successfully concludes India’s First “digital first” NFO amid COVID 19 crisis

Mumbai, 15 April, 2020:&nbsp;Motilal Oswal Asset ManagementCompany Ltd. has announced the launch of the Motilal Oswal S&amp;P 500®Index Fund, an open ended schemereplicating / tracking US’s S&amp;P 500® Index. <o:p />
Motilal Oswal S&amp;P 500® Index Fund willprovide an opportunity to invest in one of the world’s most popular indices. Thefund will provide Indian investors an exposure to the performance of leading500 companies listed in United States. The S&amp;P 500® Index is widelyregarded as the best single gauge of large-cap U.S. equities and coversapproximately 80% of available market. The S&amp;P 500® Index is world’slargest index with a track record of 63 years, making it one of the oldestindices in the world. <o:p />
AashishSomaiyaa, Managing Director &amp; CEO, Motilal Oswal Asset Management Company said, “If you entered the Indian equity markets and you had no clue where tostart you would start with the A group in BSE, similarly if you entered theGlobal equity markets from another planet and you had no clue where to startyou would start with S&amp;P 500. It’s the world’s A group or the world’s largecap index composed of some of the biggest global companies. And, we at MotilalOswal AMC are happy to provide access”<o:p />
The S&amp;P500® index is the best gauge of the US market as it constitutes 82% of theUS stock market. It has exposure to all 11 sectors and has exposure to purelylarge cap companies. It is a global index with 40% of its investments comingfrom overseas. After recent correction, S&amp;P 500® Index may have arrived atan attractive valuation to enter.<o:p />
Pratik Oswal, Head of Passive Funds, Motilal Oswal AssetManagement Company said, “With the launch of the S&amp;P500 index fund- we are excited to have Jack Bogle''s legacy and spirit in India (Founder,Vanguard Mutual Fund). It’s a fund that is present in almost every investor’sportfolio in the US and a great way to start the process of internationaldiversification – helping Indian investors fight rupee depreciation as well asportfolio volatility. It was the first ever passive fund launched (way back in1975) and the biggest one today.”<o:p />
“We are excited that MotilalOswal has launched a fund based on the S&amp;P 500 Index to provide Indianinvestors’ access to global companies in a diverse range of sectors andindustries. The S&amp;P 500 is one of the world’s most recognized and premiergauges for U.S. stock market performance. S&amp;P Dow Jones Indices iscommitted to offering choice and delivering independent and transparentindices, research, data and analytics to market participants,” said Koel Ghosh, Head of South Asia, S&amp;PDow Jones Indices<o:p />
Motilal Oswal S&amp;P 500® Index Fundwill be launched on15April2020 and will remain open for subscription till 23 April 2020. The minimumapplication amount is Rs.500/- and in multiples of Re. 1/- thereafter. The fundmanager of the scheme is Mr. Herin Visaria*for foreign securities and for Debtcomponent - Mr. Abhiroop Mukherjee*.<o:p />
<p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: normal; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">About Motilal OswalAsset Management Company:<o:p />
<p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: normal; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">&nbsp;
<p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: normal; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">MotilalOswal Group possesses legacy in equities for over 3 decades. Motilal Oswal AssetManagement Company (Motilal Oswal AMC) is registered with SEBI as theInvestment Manager for Motilal Oswal Mutual Fund. It was incorporated onNovember 14, 2008. It provides Investment Management and Advisory Services toinvestors based within and outside India and having Portfolio ManagementServices business, ETFs and Mutual Funds.&nbsp;<o:p />
<p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: normal; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">&nbsp;
<p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: normal; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">MotilalOswal AMC (MOAMC) is one of the most honoured and trusted names in equityinvesting. MOAMC is one of the pioneers of PMS business with over 17 years oftrack record. It is also one of the pioneers of passive funds in India throughETFs way back in 2010, Nifty 50, Nifty Midcap 100, Nasdaq 100 – the onlyoffshore ETF and have exclusive rights for Nasdaq.<o:p />
<p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: normal; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">&nbsp;
<p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: normal; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">MOAMCis one of the fastest growing Asset Management Companies in India with a uniqueinvestment philosophy, ‘Buy Right; Sit Tight’ which means buying qualitycompanies at a reasonable price and Sit Tight to ride their growth cycle for along period of time.<o:p />
&nbsp;
<p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: normal; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">For further detailscontact:<o:p />
<p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: normal; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">&nbsp;
<p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: normal; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">Rohini Kute<o:p />
<p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: normal; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">Head,Corporate Communication, <o:p />
<p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: normal; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">MotilalOswal Financial Services<o:p />
<p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: normal; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">Mob+91 9820196838<o:p />

<p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: normal; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">Mail:rohini.kute@motilaloswal.com<o:p />

Amidst lockdown , Motilal Oswal launchesMotilal Oswal S&P 500® Index Fund - India’s first passive fund tracking the S&P 500® Index

Motilal Oswal Asset Management Company launches its first Equity Hybrid Fund

<div>&nbsp;</div>
<div>The ‘Experts’ return in a campaign sequel by Mullen Lintas for Motilal Oswal</div>
<div> 
</div>
<div>Mumbai: 17th November, 2017:</div>
<div> 
</div>
<div>Motilal Oswal Financial Services Ltd (MOFSL) has been playing a pioneering role as partner of choice among the investor community. Over three decades, it has provided products and advice to help create wealth through equity investing.&nbsp;</div>
<div> 
</div>
<div>In a previous campaign of Motilal Oswal Financial Services, the Mumbai office of Mullen Lintas had strung together a beautiful medley of how ordinary people show extraordinary skills and become ‘experts’ - all built by FOCUS. https://www.youtube.com/watch?v=u77JSR1sCFo (Campaign 1)</div>
<div> 
</div>
<div>On the back of resounding success of its maiden work for Motilal Oswal, Mullen Lintas has introduced a sequel in different settings; again, reinforcing the image of Motilal Oswal as ‘Experts in Equity’ because of its focus on equity.&nbsp;</div>
<div> 
</div>
<div>Commenting on the brand’s ideology and the task assigned to the agency, Ramnik Chhabra (Director – Marketing, MOFSL said: “This TVC is based on the same ‘focus’ proposition and ‘Think Equity Think Motilal Oswal’ idea. The objective is to refresh the communication with varied settings and skills based on focus ”.</div>
<div> 
</div>
<div>The sequel, yet again, traces some exceptional talent from across the country whose skills are eye popping and they have become highly proficient at it. Everyday actions like counting money, pour milk, solving a puzzle or performing a feat; be it in the pool or on skates makes the point that focus and practice helps you to become an expert. Stringing together these acts of genius in the film makes for an interesting watch.&nbsp;</div>
<div> 
</div>
<div>https://www.youtube.com/watch?v=FDNMJsXdmts&amp;feature=youtu.be (Campaign 2)</div>
<div> 
</div>
<div>Highlighting the creative idea behind the campaign, Shriram Iyer, National Creative Director, Mullen Lintas said: “When you focus on one thing, you master it. The brand’s command and understanding over the ‘equity markets’ allowed us to appropriate the position beautifully. Real people who have become experts in their own domain through years of practice is what we have shown. This film too is interesting in the sense that it inspired by the online video content space. Random videos on the internet were given a meaning and recreated by design to do justice to an idea relevant to the brand’s proposition. We connected the dots to make for advertising content that is sticky and memorable. To me; Advertising can be content. And content can be advertising.”&nbsp;</div>
<div> 
</div>
<div>The film will be visible on touch points relevant to the target audiences both online and offline.</div>
<div> 
 
</div>

The ‘Experts’ return in a campaign sequel by Mullen Lintas for Motilal Oswal

<div> 
</div>
<div style="text-align: center;">Motilal Oswal Asset Management has crossed the milestone of US $ 2.5 Billion Equity Assets Under Management</div>
<div> 
</div>
<div>Mumbai, 21st March, 2017: &nbsp;Motilal Oswal Asset Management Company Ltd. (Motilal Oswal AMC) has vision to offer focused equity Mutual Funds, PMS and Alternative Investment Funds based on equity expertise. The equity offerings have been riding the company’s investment philosophy, Buy Right: Sit Tight; where “Buy Right” means buying high Quality - high Growth companies with Longevity of competitive advantage at a reasonable Price (QGLP) and Sit Tight means staying patiently invested in a concentrated portfolio to realize the full growth potential of the underlying stocks.&nbsp;</div>
<div>Establishing a sharply positioned, niched and focused execution of this philosophy resulting in superior performance has helped MOAMC to become one of the fastest growing Asset Management companies in India, crossing &nbsp;over $ 2.5 bn* equity assets under management across its Mutual Funds, PMS, and Alternative Investment Funds, as of Feb 28, 2017.&nbsp;</div>
<div>MOAMC is a purely equity focused house. The accomplishment is distinct as both PMS &amp; MF contributed more than $ 1 bn each with excellent performance backed by a niche positioning and product range of very few strategies on either product platform.&nbsp;</div>
<div>Overall, PMS contributed to approx. $1.4 bn*, followed by MF equity AUM, which stood at approx. $1.2 bn* [Please refer to the regulatory disclosure on AUM as Annexure I] &nbsp;</div>
<div>Commenting on this occasion, Mr. Aashish P Somaiyaa, MD &amp; CEO, MOAMC, said, “At Motilal Oswal AMC we are a competency centric organization dedicated to wealth creation for our investors across product platforms. We believe in offering what we are good as opposed to the idea of chasing top line or market share by offering whatever a customer can potentially buy. We will remain dedicated to the vision of being a niche, focused, expert equity house with a focused investment philosophy and uncluttered product offerings. We are very excited by the prospects that the Indian asset management industry offers and there is abundant scope for us to create wealth for our investors with our equity expertise”.&nbsp;</div>
<div>Motilal Oswal AMC is steered by a highly experienced team of 13 which includes equity fund management and research professionals. The total strength of the organization is 120 people*.</div>
<div>Motilal Oswal AMC - Key Investment Professionals:</div>
<div>PMS and alternates&nbsp;</div>
<div>•Mr. Manish Sonthalia, CIO – PMS, Offshore and Alternates</div>
<div>•Ms. Mythili Balakrishhnan – Vice President &amp; Fund Manager – PMS</div>
<div>•Mr. Kunal Jadhwani – Vice President &amp; Fund Manager - PMS</div>
<div>Equity Mutual Funds</div>
<div>•Mr. Siddharth Bothra – Sr. Vice President &amp; Fund Manager&nbsp;</div>
<div>•Mr. Gautam Sinha Roy, Sr. Vice President &amp; Fund Manager&nbsp;</div>
<div>Head of Research</div>
<div>•Mr. Aditya Makharia –Vice President &amp; Head of Research&nbsp;</div>
<div> 
</div>
<div>About Motilal Oswal Asset Management Company:</div>
<div>Motilal Oswal Asset Management Company Ltd. (Motilal Oswal AMC) acts as an Investment Manager to the Schemes of Motilal Oswal Mutual Fund and Motilal Oswal Alternative Investment Trust. It also acts as the Portfolio Manager to the Strategies of Portfolio Management Services (PMS). Motilal Oswal AMC was incorporated on November 14, 2008. Motilal Oswal AMC is a 100% subsidiary of Motilal Oswal Securities Limited. It provides Investment Management and Advisory Services to investors based within and outside India and manages assets worth (AUM) over Rs. 18,400 crores* across Mutual Funds, &nbsp;PMS, Alternative Investment Funds, and ETFs.&nbsp;</div>
<div>Motilal Oswal AMC is 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.</div>
<div>*Data as on February 28, 2017. For regulatory disclosure related to AUM, please refer the enclosed annexure.</div>
<div> 
Disclaimer:&nbsp;</div>
<div>Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.</div>
<div>Investment in Securities is subject to market and other risks and there is no assurance or guarantee that the objectives of any of the Schemes of Alternative Investment Funds and Portfolio Management Services will be achieved.</div>
<div> 
</div>
<div>For more information please contact:&nbsp;</div>
<div>Rohini Kute</div>
<div>Head - Corporate Communications, MOSL</div>
<div>Ph - +91 22 3010 2340 / +91 98201 96838</div>
<div> 
Paradigm Shift Public Relations</div>
<div>Anirudh Rajan / Alpesh Nakrani</div>
<div>Mob- +91 98923 43828/ +91 98691 21167</div>
<div>Ph- &nbsp; +91 22 2281 3797 / 98</div>
<div> 
</div>

Motilal Oswal Asset Management has crossed the milestone of US $ 2.5 Billion Equity Assets Under Management

<div>
<div>Press Release</div>
<div> 
</div>
<div>Motilal Oswal entering the International markets with Motilal Oswal India Fund</div>
<div> 
</div>
<div>Mumbai, 03 October 2016: Motilal Oswal Asset Management India (MOAMC) will be expanding its footprints into international markets with the Motilal Oswal India Fund (MOIF). Motilal Oswal is one of India’s most trusted equity asset managers.&nbsp;</div>
<div>Motilal Oswal has gone live with the launch of its offshore domiciled India strategy (MOIF) on October 03, 2016. It will give Global Institutional investors access to its Indian equity capabilities. The fund has received seed investments from offshore clients. .&nbsp;</div>
<div>As a boutique investment manager based in Mumbai, Motilal Oswal focuses on generating absolute returns for their investors over a medium term horizon, by investing in a concentrated portfolio of high quality India companies, with extraordinary growth potential over a sustained period of time. This is well received by the investor segment, which is looking for high risk-adjusted returns on their India exposures, over the medium to long term.&nbsp;</div>
<div>Motilal Oswal Capital is a long only India equity manager started by Raamdeo Agrawal, widely recognized as one of India’s best investing minds. The Group manages over USD 2 Bn in AUM, across managed accounts and co-mingled funds, with a successful track record of 13 years (since 2003).&nbsp;</div>
<div>Motilal Oswal Group was co-founded in 1987 by Motilal Oswal and Raamdeo Agrawal. A diversified financial services organization with over USD 1 Bn in market capitalization (as of June 30, 2016), the firm has earned a reputation as a trusted name in India and is well recognized by global institutional investors for its strong equity and research prowess.</div>
<div> 
</div>
<div>Investing Prowess behind MOIF:</div>
<div>With the expertise of investing in equity markets for close to 40 years, Raamdeo is recognized as one of India’s best investing minds. He is well known for the ‘Motilal Oswal Annual Wealth Creation Study’, a study he has been authoring over the last 20 years (since 1996), which has also helped shaped the group’s proprietary investing framework – QGLP. Research &amp; Stock picking is Mr. Agrawal’s passion.</div>
<div>Talking about the MOIF going live, Raamdeo Agrawal said, “There are trillions of dollars of global savings staring at zero percent yields. The Indian capital market is a very attractive destination for such savings. India continues to grow at 7-8% per annum, and the government is unleashing a whole new generation of reforms aimed at ease of doing business in India. Amidst all this, corporate earnings growth is likely to resume, which will ensure that Indian stock markets remain buoyant going forward.”</div>
<div>Karun Marwah, Director of International Business at Motilal Group also stated “Trying to time an entry to India is less relevant if you are focused on the earnings potential of quality companies over a medium to long term. Our approach does that, and has generated strong absolute returns for our investors over the medium term, notwithstanding the broader market valuations in India at the time of entry.”</div>
<div>Karun also said, “A proven investment approach of making concentrated investments in quality Indian companies with long term growth potential, backed by a credible track record and local presence has been well received by international institutions”.&nbsp;</div>
<div> 
</div>
<div>Motilal Oswal’s International Proposition – Offering&nbsp;</div>
<div>The Motilal Oswal India Fund (MOIF), is an offshore domiciled Long Only India Equity Strategy, it provides access to foreign institutional investors to participate in focused themes that are a part of India’s Next Trillion Dollar (NTD) GDP opportunity. The fund is designed to invest on lines of its long standing domestic strategy Next Trillion Dollar Opportunity (NTDOP) that has a track record of over 9 years and will be advised by the same PM, Manish Sonthalia.&nbsp;</div>
<div> 
</div>
<div>Motilal Oswal’s International Plans&nbsp;</div>
<div>Having built a long and credible track record and experience domestically, Motilal Oswal brought a Director on board in 2015, Karun Marwah, to focus on the International markets and build an international presence by presenting the firm’s unique investment capabilities to a suite of select international investors.&nbsp;</div>
<div>Over the last 12 months of its global outreach, the firm has been well received by key global institutions. The firm has built a credible track record of high USD returns over the last 14 years and that remains a very attractive proposition for the institutions they meet with.&nbsp;</div>
<div>Registered Investment Advisory (RIA) License, U.S.A.&nbsp;</div>
<div>Motilal Oswal Asset Management has recently incorporated a new company, Motilal Oswal Capital which plans to obtain a Registered Investment Advisory (RIA) License under the SEC Investors Advisors Act of 1940. The same would enable it to focus on managed accounts for U.S. Institutions such as Endowments &amp; Pensions Funds.</div>
<div> 
</div>
<div>Karun Marwah</div>
<div>Director, International Business, MO Group&nbsp;</div>
<div>Ph : +91 22 3010 2544 / +91 982 131 0159</div>
<div>Rohini Kute</div>
<div>Head - Corporate Communications, MOFSL</div>
<div>Ph : &nbsp;+91 22 3010 2340 / +91 982 019 6838</div></div>
<div> 
</div>

Motilal Oswal entering the International markets with Motilal Oswal India Fund

<div style="text-align: center;">Motilal Oswal AMC launches Motilal Oswal MOSt Focused Dynamic Equity Fund</div>
<div> 
</div>
<div>Mumbai, 06 Sept 2016: Motilal Oswal Asset Management Company today announces the launch of a new open ended equity scheme “Motilal Oswal MOSt Focused Dynamic Equity Fund”.&nbsp;</div>
<div> 
</div>
<div>New Fund Offer Opens on 6th September 2016 and closes on 20th September 2016.&nbsp;</div>
<div> 
</div>
<div>Highlights of Motilal Oswal MOSt Focused Dynamic Equity Fund:</div>
<div>•An Equity fund that dynamically calibrates level of equity allocation depending on market valuations; allocates less in equities when market valuations appear expensive and more when market valuations appear cheap</div>
<div>•Equity component to have a focused equity portfolio with select stocks across market capitalization and fixed income component to consist of high quality low duration papers</div>
<div>•Market valuations for dynamic allocation will be indicated by the proprietary Motilal Oswal Value Index (MOVI) which is calculated taking into account Price/Earnings, Price/Book and Dividend yield of Nifty 50 Index. The MOVI helps gauge attractiveness of the equity market.</div>
<div>•Depending on the level of the Motilal Oswal Value Index (MOVI) allocation will vary between Equities, equity arbitrage (using combination of stocks and derivatives) and fixed income.&nbsp;</div>
<div>•Rebalancing of portfolio on fortnightly basis</div>
<div> 
</div>
<div>Speaking on the launch of Motilal Oswal MOSt Focused Dynamic Equity Fund, Mr. Aashish Somaiyaa</div>
<div>Managing Director &amp; Chief Executive Officer, Motilal Oswal Asset Management Company, said, “While over long periods of time equities do deliver in line with corporate earnings, it’s a known fact that the volatility in share prices is way higher than volatility of earnings themselves. This volatility in share prices results in emotional response of greed in rising markets and fear in falling markets. Mostly these responses are way more exaggerated on upside as well as downside and when evaluated in hindsight once data plays out; one rues that they were disproportionate to changes in corporate earnings. A fund like dynamic equity fund enables the AMC to focus on its core philosophy of buying high quality stocks and holding on to them, while the decision of booking profits or increasing exposure in those very holdings is left to an unemotional market valuation indicator which has no dependence on vagaries of human psychology. Hence, we are confident of capturing the best opportunities for our investors.”</div>
<div> 
</div>
<div>Names of the Fund Managers</div>
<div>For Equity Component: Mr. Taher Badshah</div>
<div>For Debt Component: Mr. Abhiroop Mukherjee</div>
<div>Name of Trustee Company</div>
<div>Motilal Oswal Trustee Company Ltd</div>
<div> 
</div>
<div>Asset Allocation:&nbsp;</div>
<div>InstrumentsIndicative Allocations (% of total assets)Risk Profile</div>
<div>Minimum MaximumHigh/Medium/Low</div>
<div>Equity &amp; equity related instruments65100High&nbsp;</div>
<div>Equity Derivatives035Low to High</div>
<div>Debt Instruments, Money Market Instruments, G-Secs, Cash and Cash at call, etc.035Low to High</div>
<div> 
</div>
<div>In the Scheme, the net long only equity exposure shall be a minimum of 30% of the portfolio value. The Scheme may invest in derivative strategies from time to time as permitted by SEBI/ RBI. The Scheme may take derivatives position upto 35% of the portfolio value. The Scheme shall not write options or purchase instruments with embedded written options. The cumulative gross exposure through equity, debt and derivative positions should not exceed 100% of the net assets of the scheme.</div>
<div> 
</div>
<div>The Scheme has following plan options</div>
<div>Each Scheme has two Plans:</div>
<div>(i) Regular Plan and</div>
<div>(ii) Direct Plan</div>
<div>Regular Plan is for Investors who purchase/subscribe units in a Scheme through any Distributor (AMFI Registered Distributor/ARN Holder).</div>
<div>Direct Plan is for investors who purchase/subscribe units in a Scheme directly with the Fund and is not routed through a Distributor (AMFI Registered Distributor/ARN Holder). Direct Plan will have a lower expense ratio excluding distribution expenses, commission for distribution of Units etc.</div>
<div> 
</div>
<div>Each Plan offers the following Options:</div>
<div>(a) Growth Option</div>
<div>(b) Dividend Option (with Payout and Re-investment facility)</div>
<div>Under the Dividend Payout and Re-investment facility:</div>
<div>(i) Quarterly Dividend frequency - the Scheme shall endeavor to declare dividend on a quarterly basis.</div>
<div>(ii) Annual Dividend frequency - the Scheme shall endeavor to declare dividend on an annual basis</div>
<div>Further, under Dividend Option, the Fund will endeavor to declare dividends from time to time depending on the availability of distributable surplus.</div>
<div> 
</div>
<div>Minimum Application And Redemption Amount</div>
<div>Minimum Application Amount: Rs. 5,000/- and in multiples of Re. 1/- thereafter.</div>
<div>Minimum Additional Amount: Rs. 1,000/- and in multiples of Re. 1/- thereafter.</div>
<div>Systematic Investment Plan (SIP): Minimum installment amount - Rs. 1,000/- (weekly / fortnightly / monthly frequency) and Rs. 2,000/- (quarterly frequency) and in multiples of Re. 1/- thereafter.&nbsp;</div>
<div> 
</div>
<div>About Motilal Oswal Asset Management Company:</div>
<div>Motilal Oswal Asset Management Company (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. MOAMC is a 100% subsidiary of Motilal Oswal Securities Limited. It provides Investment Management and Advisory Services to investors based within and outside India and having Portfolio Management Services business, ETFs and Mutual Funds.&nbsp;</div>
<div>MOAMC 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.</div>
<div> 
</div>
<div> 
</div>
<div>Disclaimers:</div>
<div>Past performance may or may not be sustained in future.</div>
<div>Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.</div>
<div> 
</div>
<div>For more information please contact:&nbsp;</div>
<div>Rohini Kute</div>
<div>Head - Corporate Communications, MOAMC</div>
<div>Ph - +91 22 3010 2340 / +91 98201 96838</div>
<div> 
</div>
<div>Paradigm Shift Public Relations</div>
<div>Anirudh Rajan / Alpesh Nakrani</div>
<div>Ph- &nbsp; +91 22 2281 3797 / 98</div>
<div>Mob- +91 98923 43828/ +91 98691 21167</div>
<div> 
</div>

Motilal Oswal AMC launches Motilal Oswal MOSt Focused Dynamic Equity Fund

<div> 
</div>
<div style="text-align: center;">Motilal Oswal AMC – India’s fastest growing AMC - crosses Rs.10,000 Cr Equity AuM mark</div>
<div style="text-align: center;">India's first 100% pure equity focused boutique to do so</div>
<div> 
</div>
<div>Mumbai, 6th June, 2016: &nbsp;Motilal Oswal Asset Management Company Ltd. (MOAMC), one of India’s fastest growing AMC has crossed Rs.10,000 Cr in Equity AuM (MF+PMS). As of May 31, 2016, Equity AuM stood at Rs. 11,159 Cr. AuM have been riding on our investment philosophy : Buy Right : Sit Tight where Buy Right means buying quality companies at a reasonable price and Sit Tight means staying patiently invested in a concentrated portfolio to realize the full growth potential of underlying companies. Disciplined execution of this philosophy and resultant performance of our schemes has helped us become one of the fastest growing Asset Management companies in India, crossing over Rs.10,000 Cr equity AUM including PMS and MFs as of May 2016 FY16. MOAMC also saw a turnout of net profit of Rs 26 Cr in FY 2015-2016 up from Rs 5 Cr last year. This growth in AuM is remarkable for a purely equity focused house. The accomplishment is distinct as both PMS &amp; MF are over 5000 Cr each with excellent performance backed by focused and niche product range.&nbsp;</div>
<div>Overall, Motilal Oswal PMS contributed to Rs. 5,709 Cr (As on May 31, 2016), followed by its MF equity AuM, which stood at Rs. 5,450 Cr (As on May 31, 2016). MOAMC has achieved this unique AuM built up with 2 lac MF folios of which nearly 50% are through SIPs. &nbsp; MOAMC’s core offering in equity space is its unique product construct with no load funds and no upfront commissions.</div>
<div>MOAMC team is steered by knowledge driven experts with &nbsp; 100 employees of which 20 in investments and 30 in sales; which make it a investment management house focused on wholesaling through marquee distribution platforms and strong relationships backed by performance.</div>
<div> 
</div>
<div>On this occasion Mr. Aashish P Somaiyaa, MD&amp;CEO, MOAMC said, “We would like to thank our esteemed investors and distribution partners for giving us the opportunity to demonstrate our expertise. Businesses are built on differentiation and MOAMC has differentiated itself in the market place by staying away from the clutter of me-too business techniques and product plans in the AMC landscape. We are in the business to create wealth through equities for our investors and we will continue to remain focused on the same with minimal distractions.”</div>
<div> 
</div>
<div>Our Key Equity People:&nbsp;</div>
<div>•Mr. Manish Sonthalia, Sr. Vice President &amp; Head – Equity Portfolio Management Services</div>
<div>•Mr. Taher Badshah, Sr. &nbsp;Vice President &amp; Head – Equity Mutual Funds&nbsp;</div>
<div>•Mr. Siddharth Bothra – Sr. Vice President &amp; Co-Fund Manager&nbsp;</div>
<div>•Mr. Gautam Sinha Roy, Vice President &amp; Fund Manager</div>
<div>•Mr. Varun Goel, Fund Manager- Portfolio Management Services</div>
<div>•Mr. Kunal Jadhwani, Fund Manager- Portfolio Management Services</div>
<div>•Mr. Akhil Chaturvedi , Sr. Vice President &amp; Head – Sales and Distribution</div>
<div> 
</div>
<div>About Motilal Oswal Asset Management Company</div>
<div>Motilal Oswal Asset Management Company is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. MOAMC is a 100% subsidiary of Motilal Oswal Securities Limited. It provides Investment Management and Advisory Services to investors based within and outside India and having Portfolio Management Services business, ETFs and Mutual Funds.&nbsp; 
 
</div>
<div>Disclaimers:</div>
<div>Past performance may or may not be sustained in future.</div>
<div>Mutual Fund Investments are subject to market risks, read all scheme related documents carefully</div>
<div> 
</div>
<div>For more information please contact:&nbsp;</div>
<div>Medha Dhagat/ Mansi Rupapara</div>
<div>Corporate Communications, MOAMC</div>
<div>Ph - +91-22-39804268/4352</div>
<div> 
</div>
<div>Paradigm Shift Public Relations 
Anirudh Rajan / Alpesh Nakrani</div>
<div>Ph- &nbsp; +91-22 22813797 / 98</div>
<div>Mob- +91-9892343828/ +91-9869121167</div>
<div> 
</div>
<div> 
</div>

Motilal Oswal AMC – India’s fastest growing AMC - crosses Rs.10,000 Cr Equity AuM markIndia's first 100% pure equity focused boutique to do so

<div style="text-align: center;">Motilal Oswal AMC crosses $1 billion Equity AuM mark</div>
<div style="text-align: center;">Becomes the equity AMC with single investment philosophy and focused product range to do!&nbsp;</div>
<div> 
</div>
<div>Mumbai, 25th June, 2015: Motilal Oswal Asset Management Company Ltd., one of the fastest growing Asset Management Companies in India has crossed the $ 1 billion in equity Assets Under Management (AUM) mark in June 2015 registering itself into an elite club. Overall, Motilal Oswal PMS contributed to Rs. 3742.72 crores (USD 586.63 mn) [as on June 19, 2015], followed by its MF Equity AUM, which stood at Rs. 2778.08 crores (USD 435.43 mn) [as on June 19, 2015] Other products like equity ETFs for Rs. 186.33 crores (USD 29.20 mn) as on June 19, 2015. Please refer to the Disclosure on AUM as Annexure I &amp; II. The achievement is special considering the AMC manages chiefly only 2 PMS Strategies and 4 open ended equity mutual fund schemes based on its unique investment philosophy.</div>
<div>On this occasion, Mr. Raamdeo Agrawal, Chairman, Motilal Oswal Asset Management Company, said, “At Motilal Oswal Financial Services Group, it is our endeavour to create wealth for Indian investors through equity investing. We would like to leverage our experience of over 2 decades refined over 19 years of wealth creation studies and 13 years of active management track record through our market leading Portfolio Management Services offerings. Based on our experience of wealth creation studies and that of managing our PMS, we have now created our highly focused range of open ended equity funds. We have high conviction in the outcomes from our investment philosophy and process. This confidence is manifested by way of our proprietary investments through MOFSL group entities and promoters’ personal portfolios to the tune of over Rs 1,200 crores in these mutual fund schemes. We invest exactly where our client’s money is being invested.”</div>
<div>Taking a long-term approach, MOAMC’s investment philosophy is centered on two critical pillars of equity investing, Buy Right - Sit Tight. Buy Right signifies buying quality companies at a reasonable price, whereas Sit Tight indicates staying invested in them for a longer duration, to ensure participation in the entire growth cycle of the company. Buying Right is ensured by Motilal Oswal AMC’s proprietary a stock picking process called “Q-G-L-P” which helps in evaluating ‘Quality’ of the business management, ‘Growth’ in the earnings, ‘Longevity’ of the competitive advantage and the approach of buying a good business at a fair ‘Price’, rather than buying a fair business at a good price. &nbsp;</div>
<div>MOAMC has achieved the distinction within a short span of 2 years from launching the open ended funds with close to ninety thousand investors under its various schemes as of June 2015.&nbsp;</div>
<div>Mr. Aashish P Somaiyaa, MD&amp;CEO, Motilal Oswal Asset Management Company added, “Motilal Oswal AMC strongly believes that the performance is an outcome of processes both on the investments as well as business development side of the organization. While we can never guarantee outcomes on performance, what we can guarantee is that we will do our best to execute processes faithfully and consistently with refinements where needed.”</div>
<div> 
</div>
<div>The MOAMC team which steered MOAMC across $ 1 billion equity AuM mark comprises Mr. Manish Sonthalia, Sr. Vice President &amp; Head – Equity Portfolio Management Services, Mr. Taher Badshah, Sr. &nbsp;Vice President &amp; Head – Equity Mutual Funds, Mr. Siddharth Bothra – Sr. Vice President &amp; Co-Fund Manager and Mr. Gautam Sinha Roy, Vice President &amp; Fund Manager. The business development team led by Mr. Akhil Chaturvedi, Sr. Vice President &amp; Head – Sales and Distribution and Mr. Praveen Ladia, Vice President &amp; Head – Private Clients Distribution played a key role in ensuring the highly differentiated message of Motilal Oswal AMC which puts process before performance is carried amongst distribution partners and investors.</div>
<div> 
</div>
<div>About Motilal Oswal Asset Management Company</div>
<div>Motilal Oswal Asset Management Company is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. MOAMC is a 100% subsidiary of Motilal Oswal Securities Limited. It provides Investment Management and Advisory Services to investors based within and outside India and having Portfolio Management Services business, ETFs and Mutual Funds.&nbsp;</div>
<div> 
</div>
<div>Disclaimers :</div>
<div>Past performance may or may not be sustained in future.</div>
<div>Mutual Fund Investments are subject to market risks, read all scheme related documents carefully</div>
<div> 
</div>
<div>For more information please contact:&nbsp;</div>
<div>Rahul Lakhpati / Sukriti Kumar</div>
<div>Rahul.lakhpati@bluelotuspr.com/ sukriti.kumar@bluelotuspr.com</div>
<div>Blue Lotus Communications</div>
<div>Mob: +91 9819225352 / +91 9833252547 &nbsp; &nbsp;</div>
<div>Tel: &nbsp;+91 22 66522803 / +91 &nbsp;66522815 
 
Medha Dhagat / Mansi Rupapara</div>
<div>medha.dhagat@motilaloswal.com / mansi.rupapara@motilaloswal.com</div>
<div>Corporate Communications, Motilal Oswal Asset Management Company</div>
<div>Mob: &nbsp;+91 8454822720/ 07045359312/ 08390467794</div>
<div>Ph: +91 22 39824268/ +91 22 39824352 
 
Twitter:&nbsp;<o:p /><a href="https://twitter.com/MotilalOswalAMC" target="_blank">https://twitter.com/MotilalOswalAMC</a>
Facebook:&nbsp;<o:p /><a href="https://www.facebook.com/motilaloswalamc" target="_blank">https://www.facebook.com/motilaloswalamc</a>
Website :&nbsp;<a href="http://www.motilaloswalmf.com" target="_blank">http://www.motilaloswalmf.com</a></div>

Motilal Oswal AMC crosses $1 billion Equity AuM markBecomes the equity AMC with single investment philosophy and focused product range to do! 

<div> 
</div>
<div>Mumbai, June 9th 2014: Motilal Oswal Asset Management Company Ltd. announced that as of today their sponsors has infused all the capital that is required to meet SEBI requirement of Rs. 50 crs net worth. As on March 31st the networth stood at Rs. 23.29 crs. Starting March 28, in a series of ?tranches Motilal Oswal AMC has received capital infusion from its sponsor and currently the networth stands at approx. Rs 52 crs to have fulfilled SEBI requirement within less than a month of their notification.</div>
<div>Speaking at this achievement, Mr. Aashish P Somiyaa, Managing Director &amp; CEO, Motilal Oswal AMC said, &quot;Motilal Oswal is confident of carving a niche as a specialist equity house following a focused BUY RIGHT : SIT TIGHT philosophy. &nbsp;We respect that for appropriate discharge of fiduciary responsibilities towards investors and ?to ensure spread of equity investing which would transform India from a nation of savers to a nation of investors calls for investment in the business. We are committed to this cause.&quot; 
</div>
<div>About Motilal Oswal Asset Management Company Ltd.</div>
<div>Motilal Oswal Asset Management Company Ltd. is registered with SEBI as the Investment Manager to Motilal Oswal Mutual Fund It was incorporated on November 14, 2008. MOAMC is a 100% subsidiary of Motilal Oswal Securities Limited.&nbsp;</div>
<div>About Motilal Oswal Financial Services Limited</div>
<div>Motilal Oswal Securities Ltd. is a part of Motilal Oswal Financial Services Ltd. (MOFSL). &nbsp;MOFSL (NSE: MOTILALOFS, BSE: 532892, BLOOMBERG: MOFS IN) is a well-diversified, financial services company focused on wealth creation for all its customers, such as institutional, corporate, HNI and retail. Its services and product offerings include wealth management, retail broking and distribution, institutional broking, asset management, investment banking, private equity, commodity broking and principal strategies. The company distributes these products through 1,546 business locations spread across 519 cities and the online channel to over 792,858 registered customers. MOFSL has strong research capabilities, which enables them to identify market trends and stocks with high growth potential, facilitating clients to take well- informed and timely decisions. MOFSL has been ranked by various polls such as the Best Local Brokerage 2005, Most Independent Research - Local Brokerage 2006 and Best Overall Country Research - Local Brokerage 2007 in Asia Money Brokerage Polls for India. MOSL won 4 awards in the ET-Now Starmine Analyst Awards 2010-11, placing it amongst the Top-3 award winning brokers, was ranked No. 2 by AsiaMoney Brokers Poll 2010 in the Best Local Brokerage Category and won the ‘Best Market Analyst’ Award for 2 sectors at the India’s Best Market Analyst Awards 2011. MOFSL won the ‘Best Capital Markets and Related NBFC’ award at the CNBC TV18 Best Banks and Financial Institutions Awards 2011. MOSL also won the ‘Best Equity Broking House’ award for FY11 at the Dun &amp; Bradstreet Equity Broking Awards 2011. MOSL won the ‘Best Performing National Financial Advisor Equity Broker' award at the CNBC TV18 Financial Advisor Awards 2013, for the 3rd year in a row. MOSL won ‘Best Equity Broker’ award at Bloomberg UTV Financial Leadership Awards 2012, ‘Retailer of the Year (Banking &amp; Financial Services) award at Retail Excellence Awards 2012, and was ranked 2nd in the “Best Overall Brokerage” category by Asia Money in 2011. Motilal Oswal Private Equity won ‘Best Growth Capital Investor-2012’ award at the Awards for Private Equity Excellence 2013. MOSL was adjudged amongst the Top 20 innovators in BFSI for ‘Leveraging on technology in enhancing customer experience’ at the Banking Frontiers Finnoviti Awards 2012, and won the ‘Quality Excellence for Best Customer Service Result’ award at National Quality Excellence Awards 2013.</div>
<div> 
</div>
<div>For more information please contact:&nbsp;</div>
<div>Alpesh Nakrani / Anirudh Rajan &nbsp;</div>
<div>Paradigm Shift Public Relations</div>
<div>Mob: +91 9869121167 / +91 9892343828 &nbsp; &nbsp;</div>
<div>Tel: &nbsp;+91 22 22813797 / 98Mr. Hari Krishnan</div>
<div>Motilal Oswal Asset Management Company Ltd</div>
<div>Mob: &nbsp;+91 9820520392</div>
<div>Ph: +91 22 39825500</div>
<div> 
</div>
<div> 
</div>
<div> 
</div>

Motilal Oswal AMC has fulfilled SEBI requirement to have networth of Rs. 50 Crores  

<div>Motilal Oswal Asset Management Company Ltd. announces the launch of Motilal Oswal MOSt Focused Multicap 35 Fund, an open ended diversified equity scheme. It seeks to achieve long term capital appreciation by primarily investing in a maximum of 35 equity &amp; equity related instruments across sectors and market-capitalization levels.&nbsp;</div>
<div>Speaking at the launch, Mr. Aashish Somiyaa, Managing Director &amp; CEO, Motilal Oswal AMC said, “In the long run we have always seen alternating cycles of outperformance between large cap, mid cap and small cap stocks. From that perspective MOSt Focused MultiCap 35 Fund becomes an ideal core holding proposition in an investor’s equity portfolio allocation. Motilal Oswal AMC is a highly focused and competency based specialist equity house with a well articulated BUY RIGHT: SIT TIGHT investment philosophy and this is our third and final open ended equity offering. We will run a total of three equity funds only and scale them to respectable size through retail investor’s allocation.”&nbsp;</div>
<div>&nbsp;The fund will allocate minimum of 65% to equities and maximum of 35% in Debt / Money Market instruments. The Fund may also invest in foreign securities upto 10% of total net assets. The fund will pursue a ‘BUY RIGHT : SIT TIGHT' Strategy to stock picking and will aim to reflect the best investment ideas at all times for better returns</div>
<div>&nbsp;The minimum investment amount during the NFO is Rs 5000 and in multiples of Rs 1 thereafter. &nbsp;The New Fund Offer (NFO) will be open for subscription from 7 April 2014 to 17 April 2014.</div>
<div>The equity component of this fund will be managed by Mr. Taher Badshah, Senior Vice President &amp; Head of Equities of Motilal Oswal AMC.</div>
<div>MOSt Focused Multicap 35 would endeavor to construct a portfolio that the product is best suited for long and medium term investment. The fund would do a 360 degree view of the company to identify competitive advantage.&nbsp; 
 
</div>
<div>About Motilal Oswal Asset Management Company</div>
<div>Motilal Oswal Asset Management Company is registered with SEBI as the Investment Manager to Motilal Oswal Mutual Fund It was incorporated on November 14, 2008. MOAMC is a 100% subsidiary of Motilal Oswal Securities Limited.&nbsp; 
 
</div>
<div>About Motilal Oswal Financial Services Limited</div>
<div>Motilal Oswal Financial Services Ltd. (NSE: MOTILALOFS, BSE: 532892, BLOOMBERG: MOFS IN) is a well-diversified, financial services company focused on wealth creation for all its customers, such as institutional, corporate, HNI and retail. Its services and product offerings include wealth management, retail broking and distribution, institutional broking, asset management, investment banking, private equity, commodity broking and principal strategies. The company distributes these products through 1,546 business locations spread across 519 cities and the online channel to over 792,858 registered customers. MOFSL has strong research capabilities, which enables them to identify market trends and stocks with high growth potential, facilitating clients to take well- informed and timely decisions. MOFSL has been ranked by various polls such as the Best Local Brokerage 2005, Most Independent Research - Local Brokerage 2006 and Best Overall Country Research - Local Brokerage 2007 in Asia Money Brokerage Polls for India. MOSL won 4 awards in the ET-Now Starmine Analyst Awards 2010-11, placing it amongst the Top-3 award winning brokers, was ranked No. 2 by AsiaMoney Brokers Poll 2010 in the Best Local Brokerage Category and won the ‘Best Market Analyst’ Award for 2 sectors at the India’s Best Market Analyst Awards 2011. MOFSL won the ‘Best Capital Markets and Related NBFC’ award at the CNBC TV18 Best Banks and Financial Institutions Awards 2011. MOSL also won the ‘Best Equity Broking House’ award for FY11 at the Dun &amp; Bradstreet Equity Broking Awards 2011. MOSL won the ‘Best Performing National Financial Advisor Equity Broker' award at the CNBC TV18 Financial Advisor Awards 2013, for the 3rd year in a row. MOSL won ‘Best Equity Broker’ award at Bloomberg UTV Financial Leadership Awards 2012, ‘Retailer of the Year (Banking &amp; Financial Services) award at Retail Excellence Awards 2012, and was ranked 2nd in the “Best Overall Brokerage” category by Asia Money in 2011. Motilal Oswal Private Equity won ‘Best Growth Capital Investor-2012’ award at the Awards for Private Equity Excellence 2013. MOSL was adjudged amongst the Top 20 innovators in BFSI for ‘Leveraging on technology in enhancing customer experience’ at the Banking Frontiers Finnoviti Awards 2012, and won the ‘Quality Excellence for Best Customer Service Result’ award at National Quality Excellence Awards 2013&nbsp;</div>
<div> 
</div>
<table border="0" cellspacing="0" cellpadding="0" width="730" style="line-height: 16px; font-family: arial; color: #000; font-size: 13px; font-weight: normal">
<tbody>
<tr>
<td>This product is suitable for investors who are seeking*:</td></tr>
<tr>
<td height="8"></td></tr>
<tr>
<td align="left" height="8" valign="top">
<table border="0" cellspacing="0" cellpadding="0" width="700">
<tbody>
<tr>
<td align="center" valign="middle" width="20">•</td>
<td>Long-term capital growth</td></tr>
<tr>
<td height="8"></td>
<td></td></tr>
<tr>
<td align="center" valign="middle" width="20">•</td>
<td>Investment in a maximum of 35 equity and equity related instruments across sectors and market-capitalization levels</td></tr>
<tr>
<td height="8"></td>
<td></td></tr>
<tr>
<td align="center" valign="middle">•</td>
<td>
<table border="0" cellspacing="0" cellpadding="0" width="610">
<tbody>
<tr>
<td width="60"> High risk </td>
<td width="48">
<table border="0" cellspacing="0" cellpadding="0" width="45" style="border-bottom: #999 1px solid; border-left: #999 1px solid; border-top: #999 1px solid; border-right: #999 1px solid">
<tbody>
<tr>
<td bgcolor="#996533" height="13"> 
</td></tr></tbody></table></td>
<td align="left" width="482">&nbsp;(BROWN)</td></tr></tbody></table></td></tr></tbody></table></td></tr>
<tr>
<td height="8"></td></tr>
<tr>
<td>*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.</td></tr>
<tr>
<td height="8"> 
</td></tr>
<tr>
<td>Note: Risk is represented as:</td></tr>
<tr>
<td height="8"></td></tr>
<tr>
<td>
<table border="0" cellspacing="0" cellpadding="0" width="700" style="border-bottom: #999 1px solid; border-left: #999 1px solid; border-top: #999 1px solid; border-right: #999 1px solid">
<tbody>
<tr>
<td>
<table border="0" cellspacing="0" cellpadding="0" width="705">
<tbody>
<tr>
<td width="20">
<table border="0" cellspacing="0" cellpadding="0" width="20" style="border-bottom: #999 1px solid; border-left: #999 1px solid; border-top: #999 1px solid; border-right: #999 1px solid">
<tbody>
<tr>
<td bgcolor="#548dd4" height="50"> 
</td></tr></tbody></table></td>
<td width="5"> 
</td>
<td align="left" valign="top" width="200">(BLUE) investors understand that their principal will be at low risk</td>
<td width="10"> 
</td>
<td width="20">
<table border="0" cellspacing="0" cellpadding="0" width="20" style="border-bottom: #999 1px solid; border-left: #999 1px solid; border-top: #999 1px solid; border-right: #999 1px solid">
<tbody>
<tr>
<td bgcolor="#ffff00" height="50"> 
</td></tr></tbody></table></td>
<td width="5"> 
</td>
<td align="left" valign="top" width="200">(YELLOW) investors understand that their principal will be at medium risk</td>
<td width="10"> 
</td>
<td width="20">
<table border="0" cellspacing="0" cellpadding="0" width="20" style="border-bottom: #999 1px solid; border-left: #999 1px solid; border-top: #999 1px solid; border-right: #999 1px solid">
<tbody>
<tr>
<td bgcolor="#996533" height="50"> 
</td></tr></tbody></table></td>
<td width="5"> 
</td>
<td align="left" valign="top" width="200">(BROWN) investors 
understand that their principal will be at high risk</td></tr></tbody></table></td></tr></tbody></table></td></tr>
<tr> 
<td height="8"></td></tr>
<tr> 
<td>Mutual Fund investments are subject to market risks, read all scheme related documents carefully.</td></tr>
<tr> 
<td height="12"></td></tr></tbody></table>
<div>For more information please contact:&nbsp; 
Alpesh Nakrani / Anirudh Rajan &nbsp;</div>
<div>Paradigm Shift Public Relations</div>
<div>Mob: +91 9869121167 / +91 9892343828 &nbsp; &nbsp;</div>
<div>Tel: &nbsp;+91 22 22813797 / 98</div>
<div> 
</div>
<div>Mr. Hari Krishnan</div>
<div>Motilal Oswal Asset Management Company Ltd</div>
<div>Mob: &nbsp;+91 9820520392</div>
<div>Ph: +91 22 39825500</div>

Motilal Oswal AMC launches MOSt Focused Multicap 35 Fund

<div>In an endeavor towards making investment in mutual fund schemes more convenient, Motilal Oswal Asset Management Company Limited (Motilal Oswal AMC) has introduced a completely paperless and 24X7 online investment platform on <a href="www.motilaloswal.com/Asset-Management" target="_blank">www.motilaloswal.com/Asset-Management</a>. With this facility, even first time investor can invest in the schemes of Motilal Oswal Mutual Fund but only if he/she is KYC complaint. Now investors can avoid the hassles of paperwork such as filling in long application form, signing the form, visiting the collection centers and waiting to submit the form or couriering the form. Distributors or Advisors can also guide their investors to avail of this online facility once the investments have been planned by them with the investor; logistical hurdles of filling physical forms and delivering them are completely avoided.</div>
<div> 
</div>
<div>First time investors can go online, register and purchase units of Schemes of &nbsp;Motilal Oswal Mutual Fund within a few easy steps at their leisure using Net Banking facility. These features make investing in the mutual fund schemes of MOAMC products completely hassle-free, convenient and paperless.</div>
<div> 
</div>
<div>About Motilal Oswal Asset Management Company Limited</div>
<div>Motilal Oswal Asset Management Company Limited is registered with SEBI as the Investment Manager to Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. MOAMC is a 100% subsidiary of Motilal Oswal Securities Limited.&nbsp;</div>
<div> 
<div>For more information please contact:&nbsp;</div>
<div>Alpesh Nakrani / Anirudh Rajan &nbsp;</div>
<div>Paradigm Shift Public Relations</div>
<div>Mob: +91 9869121167 / +91 9892343828 &nbsp; &nbsp;</div>
<div>Tel: &nbsp;+91 22 22813797 / 98</div>
<div> 
</div>
<div>Mr. Hari Krishnan</div>
<div>Motilal Oswal Asset Management Company Ltd</div>
<div>Mob: &nbsp;+91 9820520392</div>
<div>Ph: +91 22 39825500</div>
<div> 
</div>
<div>Mutual fund investments are subject to market risks, read all scheme related documents carefully.</div></div>

Motilal Oswal AMC launches paperless online (24X7) investment platform for investors

Motilal Oswal AMC launches MOSt Focused 25 Fund
Mumbai, April 16, 2013: Motilal Oswal Asset Management Company Ltd announces the launch of Motilal Oswal MOSt Focused 25 Fund, an open ended equity fund. It seeks to achieve long term capital appreciation by investing in up to 25 companies with long term sustainable competitive advantage and growth potential.
The fund will invest in companies with enduring economic moats that will ensure long term franchise value and continued growth potential.
The idea of an economic moat refers to how likely a company is able to keep competitors at bay for an extended period. One of the keys to finding superior long-term investments is buying companies that will be able to stay one step ahead of their competitors.
Speaking at the launch, Mr. Aashish Somaiyaa, CEO,Motilal Oswal AMC said, “Motilal Oswal Group’s 25 years of experience in Equity Markets, 17 years of presenting Wealth Creation Studies &amp; the AMC’s 10 years experience in Portfolio Management makes our maiden Actively- managed Mutual Fund to be uniquely positioned to provide the best of equity expertise to retail investors”.
The fund will be managed by Mr. Taher Badshah, Senior Vice President &amp; Co-Head of Equities and Mr. Abhiroop Mukherjee Sr. Manager – Fixed Income of Motilal Oswal AMC.
About MOSt Focused 25 Fund
The fund focuses on three key aspects of investing, quality companies which offer long term growth. The fund will pursue a ‘Buy and Hold’ Strategy and will generate good investment ideas aiming for superior returns through the construction of a focused, high conviction portfolio.
The fund will allocate minimum of 65% in top 200 companies of BSE/NSE and maximum of 25% in beyond top 200 but &gt; Rs 1,400cr market capitalization &amp; 10% in discretionary cash and equivalents.
The minimum investment amount during the NFO is Rs 10,000 and in multiples of Rs 1 thereafter. Minimum installment amount for SIP is Rs 1,000 and Rs 2,000 respectively for Monthly and Quarterly frequency and in multiples of Rs 1 thereafter.
The New Fund Offer (NFO) will be open for subscription from April 22, 2013 to May 6, 2013
About Motilal Oswal Asset Management Company
Motilal Oswal Asset Management Company is registered with SEBI as the Investment Manager to Motilal Oswal Mutual Fund It was incorporated on November 14, 2008. MOAMC is a 100% subsidiary of Motilal Oswal Securities Limited.
About Motilal Oswal Financial Services Ltd
Motilal Oswal Financial Services Ltd. (NSE: MOTILALOFS, BSE: 532892, BLOOMBERG: MOFS IN) is a well-diversified, financial services company focused on wealth creation for all its customers, such as institutional, corporate, HNI and retail. Its services and product offerings include wealth management, retail broking and distribution, institutional broking, asset management, investment banking, private equity, commodity broking and principal strategies. The company distributes these products through 1,482 business locations spread across 526 cities and the online channel to over 756,159 registered customers. MOFSL has strong research capabilities, which enables them to identify market trends and stocks with high growth potential, facilitating clients to take well- informed and timely decisions. MOFSL has been ranked by various polls such as the Best Local Brokerage 2005, Most Independent Research - Local Brokerage 2006 and Best Overall Country Research - Local Brokerage 2007 in Asia Money Brokerage Polls for India. MOSL won 4 awards in the ET-Now Starmine Analyst Awards 2010-11,placing it amongst the Top-3 award winning brokers, was ranked No. 2 by AsiaMoney Brokers Poll 2010 in the Best Local Brokerage Category and won the‘Best Market Analyst’ Award for 2 sectors at the India’s Best Market Analyst Awards 2011. MOFSL won the ‘Best Capital Markets and Related NBFC’ award at the CNBC TV18 Best Banks and Financial Institutions Awards 2011. MOSL also won the‘Best Equity Broking House’ award for FY11 at the Dun &amp; Bradstreet Equity Broking Awards 2011. MOSL won the ‘Best Performing National Financial Advisor Equity Broker' award at the CNBC TV18 Financial Advisor Awards 2012, for the 2nd year in a row. MOSL won ‘Best Equity Broker’ award at Bloomberg UTV Financial Leadership Awards 2012, ‘Retailer of the Year (Banking &amp; Financial Services) award at Retail Excellence Awards 2012, and was ranked 2nd in the “Best Overall Brokerage” category by Asia Money in 2011. MOFSL won the‘Best Employer Brand’ Award at the IPE Banking, Financial Services &amp;Insurance Awards 2012. MOSL received the ‘Depository Participant of the Year ’award at the Money Today FPCIL Awards 2012 and was ranked among Top 3 in 4 categories in the AsiaMoney Brokers Poll 2012
For more information please contact:&nbsp;
Alpesh Nakrani / Anirudh Rajan&nbsp;
Paradigm Shift Public Relations
Mob: +91 9869121167 / +91 9892343828 &nbsp;&nbsp;
Tel: &nbsp;+91 22 22813797 / 98
Mr. Hari Krishnan
Motilal Oswal Asset Management Company Ltd
Mob: &nbsp;+91 9820520392
Ph: +91 22 39825500
 

&nbsp;

Motilal Oswal AMC launches MOSt Focused 25 Fund

Mumbai, January 7, 2013: Motilal Oswal Asset Management Company Ltd, leading innovative fund house in the country and also a part of the Motilal Oswal Group, has appointed Aashish P Somaiyaa as CEO of the Motilal Oswal AMC Business. 
Mr. Somaiyaa brings with him rich and varied experience - with more than 13 years in sales and distribution, channel management, product development and institutional sales from ICICI Prudential AMC and a brief stint at project management with Bharti AXA Investment Managers. 
His last assignment was with ICICI Prudential AMC, as Senior VP &amp; Head - Retail Business where he was responsible for sales, distribution and product development of Mutual Fund, PMS and Real Estate offerings through retail distribution, banking and private wealth management channels across India and UAE. 
Mr. Somaiyaa holds a Bachelor of Engineering in Polymer Science and a Masters in Management Studies in Finance from NMIMS, Mumbai. 
Speaking on the appointment, Mr Motilal Oswal, CMD, Motilal Oswal Financial Services said - “We are happy to have Aashish on board and are confident that he will play a key role in the continued growth of Motilal Oswal AMC. The mutual fund industry has huge potential in India and this key appointment underlines our commitment to become one of the leading innovative asset management companies in India.” 
Motilal Oswal AMC is one of the most innovative fund houses in the country that strives to offer first-to-market products which involve the best of active management and passive strategies. The AMC’s products in the active equity management space by way of buy and hold value biased PMS products and in the passive space by way of international and local ETF are best suited to the evolving advisory and financial planning landscape. 
Below are some of the AMCs first of its kind products: 
•&nbsp;Motilal Oswal MOSt Shares M50 ETF (MOSt Shares M50) : India’s 1st and only fundamentally-weighted ETF, based on the S&amp;P CNX Nifty Index (Nifty50) 
•&nbsp;Motilal Oswal MOSt Shares Midcap 100 ETF (MOSt Shares Midcap100) : India’s 1st and only mid-cap ETF, based on the CNX Midcap Index 
•&nbsp;Motilal Oswal MOSt Shares NASDAQ-100 ETF (MOSt Shares NASDAQ 100): India’s 1st US equity ETF, based on the NASDAQ-100 Index 
•&nbsp;Motilal Oswal MOSt 10 year Gilt Fund (MOSt 10 Year Gilt Fund): India’s 1st fund to provide access to the 10-year benchmark G-Sec 
•&nbsp;Motilal Oswal MOSt Shares Gold ETF (MOSt Gold Shares): India’s 1st gold ETF to convert ETF units to physical gold in quantities as low as 10 gms
About Motilal Oswal Asset Management Company Limited (MOAMC) 
Motilal Oswal Asset Management Company (MOAMC) is a part of the Motilal Oswal Group and a 100% subsidiary of Motilal Oswal Securities Ltd. MOAMC is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC has been appointed as the investment manager to Motilal Oswal Mutual Fund. 
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
 

Mr. Hari Krishnan &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;
Motilal Oswal Financial Services
Ph - +91-22-39825500
Mob- +91-9820520392
 



Mr. Anirudh Rajan / Alpesh Nakrani
Paradigm Shift Public Relations
Mob- +91-9892343828/ +91-9869121167
Tel- &nbsp; +91-22 22813797 / 98


&nbsp;

Mr. Aashish P. Somaiyaa appointed as CEO atMotilal Oswal Asset Management Company Ltd.

At Motilal Oswal AMC, it’s our constantendeavor to learn and disseminate knowledge on topics related to Investing andValue Investing in particular This stems from the Motilal Oswal Group’s corecorporate philosophy of ‘Knowledge First’. The Group’s emphasis on Knowledgeover the past 25 years has enabled us to deliver world class research andadvice to our customers. <o:p />
As part of this endeavor, we had instituted aone-of-its-kind ‘Value Investing Forum’. The objective of the Forum is to bringin practitioners of Value Investing together on a common platform andunderstand from them the tenets of Value Investing and gain insights on thisstyle of investing. This we believe will be of huge value to all investors. <o:p />
The second edition of Motilal Oswal ValueInvesting Forum, an evening of insightful interactions on ‘Sources of Margin ofSafety &amp; its importance in Value Investing” &nbsp;from the renownedpractitioners of this style of investment philosophy. Distinguished speakers atthe forum were Mr. Anoop Bhaskar, Head (Equity), UTI AMC, Mr. SanjoyBhattacharyya, Founder, Fortuna Capital, Mr. Ramesh Damani, Member – BSE andMr. Raamdeo Agrawal, Joint MD, Motilal Oswal Financial Services Ltd. The forumwas attended by around 300 investors.<o:p />
The evening commenced with a welcome addressby Mr. Nimesh Mehta, Sr. VP, Motilal Oswal Asset Management Company. The paneldiscussion was moderated by Mr. Ramesh Damani, who started the talk withunderstanding the basic definition of “Margin of Safety”. The other aspects ofvalue investing, which were touched upon during the discussion were – theprinciples of value investing, how they (the speakers) have learnt frommisjudgments, margin of safety and returns relationship, importance of patienceand risk evaluations.<o:p />
The session sought to bring out the traitsrequired to be a Value Investor through the insightful Panel discussion on‘”Sources of Margin of Safety &amp; its importance in Value Investing”<o:p />
The intellectual evening came to an end witha special vote of thanks, felicitation of the legendary guests and theinvestors richer with immense knowledge on Value Investing.<o:p />

Motilal Oswal AMC held its second edition of Value Investing Forum

<root><Title>Motilal Oswal launches MOSt Gold Shares-Now get gold at a lower price!</Title><Date>2012-02-21</Date><Place>Mumbai</Place><Description> 
Mumbai, 21 February, 2012: Motilal Oswal Mutual Fund announced the launch of Motilal Oswal MOSt Shares Gold ETF (MOSt Gold Shares), an open ended exchange traded fund that invests in gold bullion. Continuing with the tradition of creating ‘India’s first’ products, MOSt Gold Shares is India’s 1st Gold ETF of its kind which seamlessly enables Investment as well as Consumption of Gold for Retail Investors. 
 
The NAV of the MOSt Gold Shares unit will track spot price of 1 gm of gold. Valued at spot gold bullion prices, investors can get pure imported Gold at a price lower than any other option in the market by redeeming the ETF units for physical gold bars in as low as 10 grams across 22 cities in India. It will provide investors a means of participating in the gold bullion market and take physical delivery of gold when needed. This makes MOSt Gold Shares stand apart from others. 
 
MOSt Gold Shares is supported by RiddiSiddhi Bullions Limited (RSBL), as Primary Authorized Participants &amp; Market Makers. RSBL is one of the largest bullion dealers in India. It runs RSBL Spot, one of the most successful gold and silver trading OTC systems in the world. These prices are the benchmark in the professional bullion markets across India.
 
Speaking on the occasion, Mr. Nitin Rakesh, CEO, Motilal Oswal AMC said, “MOSt Gold Shares is a unique offering as it offers the best of both worlds – investment cum consumption - in a very cost effective way, you can get gold at lower price!”
 
“RSBL and Motilal Oswal has tried to meet the needs of all Indians wanting to have gold in their portfolio - whether as an investment or as physical. This product has everything for a consumer - effective pricing, assurance in purity and weight of LBMA listed refiner bars and tax efficiency.” said Mr. Prithviraj Kothari, Managing Director of RiddiSiddhi Bullions Limited (RSBL).
 
MOSt Gold Shares will be listed on the NSE and BSE. The New Fund Offer (NFO) will be open for subscription from 2nd of March 2012 till 16th of March 2012. The minimum investment amount during the NFO is INR 10,000 and in multiples of INR 1 each thereafter. The fund manager of the scheme is Mr. Rajnish Rastogi. The investment objective of the Scheme is to provide return by investing in Gold Bullion. The performance of the fund will be benchmarked to the Spot Gold Price. All gold bullion held in the scheme’s allocated account with the custodian shall be of finesse (or purity) of (99.5%) or higher. 
 
About Motilal Oswal Asset Management Company Limited (MOAMC)
Motilal Oswal Asset Management Company Ltd. (AMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. Motilal Oswal Asset Management Company Ltd. has been appointed as the Investment Manager to Motilal Oswal Mutual Fund. 



About Motilal Oswal Financial Services Limited
Motilal Oswal Financial Services Ltd. (NSE: MOTILALOFS, BSE: 532892, BLOOMBERG: MOFS IN) is a well-diversified, financial services company focused on wealth creation for all its customers, such as institutional, corporate, HNI and retail. Its services and product offerings include wealth management, retail broking and distribution, institutional broking, asset management, investment banking, private equity, commodity broking and principal strategies. The company distributes these products through 1,563 business locations spread across 555 cities and the online channel to over 738,156 registered customers. MOFSL has strong research capabilities, which enables them to identify market trends and stocks with high growth potential, facilitating clients to take well- informed and timely decisions. MOFSL has been ranked by various polls such as the Best Local Brokerage 2005, Most Independent Research - Local Brokerage 2006 and Best Overall Country Research - Local Brokerage 2007 in the Asia Money Brokerage Polls for India. In the StarMine India Broker Rankings 2009 from Thomson Reuters, we won awards in 3 out of 4 categories and also bagged the No. 1 Broker Award in the ET Now – StarMine Analyst Awards 2009. We were adjudged as the ‘Best Performing Equity Broker (National)’ at the CNBC TV18 Financial Advisors Awards 2010. MOSL won 4 awards in the ET-Now Starmine Analyst Awards 2010-11, placing it amongst the Top-3 award winning brokers, was ranked No. 2 by AsiaMoney Brokers Poll 2010 in the Best Local Brokerage Category and won the ‘Best Market Analyst’ Award for 2 sectors at the India’s Best Market Analyst Awards 2011. Our mutual fund product, M-50 ETF bagged the ‘Most Innovative Fund of the Year’ award at the CNBC TV18 CRISIL Mutual Funds Awards 2011. MOFSL won awards for Excellence in HR through Technology and Excellence in Healthcare at Asia’s Best Employer Brand Awards 2011 in Singapore, and the ‘Best Capital Markets and Related NBFC’ award at the CNBC TV18 Best Banks and Financial Institutions Awards 2011. MOSL also won the ‘Best Equity Broking House’ award for FY11 at the Dun &amp; Bradstreet Equity Broking Awards 2011.
 
About RSBL
RiddiSiddhi Bullions Limited (RSBL) is one of India's largest bullion dealers in the country with more than $5bn annual sales. RSBL's Spot Precious-metals Online Trading (SPOT) is India's most successful over the counter bullion trading system with more than 2000 members across the country. It is one of the few nominated agencies and Associate Member of the London Bullion Market Association (LBMA) from India. It has been listed among the top few unlisted companies in India by BS 1000 since the last 8 years.
 
Disclaimers:
Statutory Details: Constitution: Motilal Oswal Mutual Fund has been set up as a trust under the Indian Trust Act, 1882. Trustee: Motilal Oswal Trustee Company Limited. Investment Manager: Motilal Oswal Asset Management Company Ltd. Sponsor: Motilal Oswal Securities Ltd. Scheme Name &amp; Classification: Motilal Oswal MOSt Shares Gold ETF (MOSt Gold Shares), an open ended Exchange Traded Fund. Investment Objective: The investment objective of the Scheme is to provide return by investing in Gold Bullion. The performance of the fund will be benchmarked to the Spot Gold Price. However, the performance of scheme may differ from that of the underlying index due to tracking error. There can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Asset Allocation: Gold Bullion: 95%-100%; Government Securities, Money Market Instruments and cash at call: 0-5%. Load: Entry 
 
 
Load: Nil Exit Load: Nil Terms of Issue: Minimum Application Amount: During NFO, Rs. 10,000/- and in multiples of Re. 1/- each. Ongoing Basis, On the Exchange: The units of the Scheme are proposed to be listed on the Capital Market Segment of National Stock Exchange of India Ltd. (NSE) and Bombay Stock Exchange Ltd. (BSE). On the Exchange, the units of the Scheme can be purchased/sold in minimum lot of 1 unit and in multiples thereafter. Directly with the Fund: Investors can buy/sell units of the Scheme in creation unit size of 10 units (10 gms) and multiples of 10 units (10 gms) thereof. The scheme offers only redemption in kind (physical delivery of gold) directly with the fund. Face Value &amp; Issue Price: The units being offered will have a face value of    Rs. 10/- each. Units will be issued at a premium equivalent to difference between allotment price and the face value of Rs. 10/-. Investor Benefits and General Services: During continuous offer, sale and redemption of units of the Scheme would be at NAV based prices on all business days. NAVs to be declared on all business days. Risk Factors: (1) All Mutual Funds and securities investments are subject to market risks and there can be no assurance that the Scheme’s objectives will be achieved (2) As the price/value/interest rates of the securities in which the Scheme invests fluctuates, the Net Asset Value (NAV) of the Scheme may go up or down depending upon the factors and forces affecting the securities market (3) Past performance of the Sponsor/AMC/Mutual Fund and its affiliates does not indicate the future performance of the Scheme and may not provide a basis of comparison with other investments (4) Motilal Oswal MOSt Shares Gold ETF (MOSt Gold Shares ) is only the name of the Scheme and does not in any manner indicate either the quality of the Scheme, its future prospects and returns. Investors are therefore urged to study the terms of offer carefully and consult their Investment Advisor before they invest in the Scheme (5) The Sponsor is not responsible or liable for any loss or shortfall resulting from the operation of the Mutual Fund beyond the initial contribution made by it of an amount of Rs. 1 Lac towards setting up of the Mutual Fund (6) The present Scheme is not a guaranteed or assured return Scheme. (7) Investment in the scheme shall be subject to various other risk factors including but not limited to risk associated with investment in Gold, currency risk, exchange rate risk, tracking error risk, etc. Disclaimer of NSE: It is to be distinctly understood that the permission given by NSE should not in any way be deemed or construed that the Scheme Information Document has been cleared or approved by NSE nor does it certify the correctness or completeness of any of the contents of the Scheme Information Document. The investors are advised to refer to the Scheme Information Document for the full text of the Disclaimer Clause of NSE. Disclaimer of BSE: It is to be distinctly understood that the permission given by Bombay Stock Exchange Ltd. should not in any way be deemed or construed that the SID has been cleared or approved by Bombay Stock Exchange Ltd. nor does it certify the correctness or completeness of any of the contents of the SID. The investors are advised to refer to the SID for the full text of the Disclaimer Clause of the Bombay Stock Exchange Ltd.  For further Scheme Specific Risk Factors &amp; other details, Please read the Scheme Information Document (SID) &amp; Statement of Additional Information (SAI) carefully before investing. A copy of SID, SAI and KIM alongwith the application form are available at the office of the AMC, R&amp;T, Distributors, or can be downloaded from <a href="/assetmanagement">www.motilaloswal.com/assetmanagement</a> and <a href="http://www.mostshares.com/">www.mostshares.com</a>. 
 
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Motilal Oswal launches MOSt Gold Shares-Now get gold at a lower price!

<root><Title>Motilal Oswal Mutual Fund launches Motilal Oswal MOSt 10 Year Gilt Fund –India’s First Fund to provide access to the 10 Year Benchmark G-Sec by investing 90-100% in 10 year G-Secs.</Title><Date>2011-11-14</Date><Place>Mumbai</Place><Description> 
Motilal Oswal Asset Management Company Ltd. has announced the launch of Motilal Oswal MOSt 10 Year Gilt Fund, an open ended Gilt Scheme, giving the investors access to highly liquid and representative part of the G-Sec market, the 10 Year Benchmark GOI Dated Security. MOSt 10 Year Gilt Fund is India’s First fund to open access to the 10 Year G-sec for retail investors by investing 90-100% of the corpus in 10 Year G-Secs only.
MOSt 10 Year Gilt Fund proposes to (1) Invest in the 10 year Benchmark G-Sec (currently 8.79% 2021 G-Sec) with no discretion with fund manager on duration / maturity, and (2) Emulate the risk and returns on the 10 year Benchmark G-Sec. MOSt 10 Year Gilt Fund will primarily invest in 10 year Benchmark Government Security: 90%-100%; other Government Securities (7 to 12 years), T Bills, Cash Management Bills, CBLO and Repo: 0-10%. The Fund would also invest maximum amount in the 10 year Benchmark G-Sec as it is highly liquid paper in the entire G-Sec market. It also helps to align the performance of the fund with the 10 year Benchmark G-Sec. On the event of the launch of MOSt 10 Year Gilt Fund, Mr. Nitin Rakesh, MD &amp; CEO, Motilal Oswal Asset Management Company Ltd. said, “in the continuation of Motilal Oswal AMC's focus on bringing innovative products to market, we have opened up the access to the Benchmark G-Sec for investors. With this Fund, investors now have a pure-play on the interest rate cycle as well as a long term asset allocation product. As interest rate cycle may peak in the near future, this could be a good time to take an exposure to G-Secs, and the 10-Yr G-Sec is the most optimal exposure, as investors may stand to gain from capital appreciation. ” MOSt 10 Year Gilt Fund, is an open ended fund structure with two plans: Dividend &amp; Growth. The New Fund Offer (NFO) will be open for subscription from 21st November 2011 to 5th December 2011. The minimum subscription amount is Rs 10,000/- and additional investment of Rs. 1000 &amp; multiples of Re. 1/- thereafter. The Total Expense Ratio is 0.99% (Proposed). The fund manager of the scheme is Mr. Abhiroop Mukherjee.

About Motilal Oswal Asset Management Company
 
Motilal Oswal Asset Management Company is registered with SEBI as the Investment Manager to Motilal Oswal Mutual Fund It was incorporated on November 14, 2008. MOAMC is a 100% subsidiary of Motilal Oswal Securities Limited. 
 
About Motilal Oswal Financial Services Ltd
Motilal Oswal Financial Services Ltd. (NSE: MOTILALOFS, BSE: 532892, BLOOMBERG: MOFS IN) is a well-diversified, financial services company focused on wealth creation for all its customers, such as institutional, corporate, HNI and retail. Its services and product offerings include wealth management, retail broking and distribution, institutional broking, asset management, investment banking, private equity, commodity broking and principal strategies. The company distributes these products through 1,538 business locations spread across 563 cities and the online channel to over 732,173 registered customers. MOFSL has strong research capabilities, which enables them to identify market trends and stocks with high growth potential, facilitating clients to take well- informed and timely decisions. MOFSL has been ranked by various polls such as the Best Local Brokerage 2005, Most Independent Research - Local Brokerage 2006 and Best Overall Country Research - Local Brokerage 2007 in the Asia Money Brokerage Polls for India. In the StarMine India Broker Rankings 2009 from Thomson Reuters, we won awards in 3 out of 4 categories and also bagged the No. 1 Broker Award in the ET Now – StarMine Analyst Awards 2009. We were adjudged as the ‘Best Performing Equity Broker (National)’ at the CNBC TV18 Financial Advisors Awards 2010. MOSL won 4 awards in the ET-Now Starmine Analyst Awards 2010-11, placing it amongst the Top-3 award winning brokers, was ranked No. 2 by AsiaMoney Brokers Poll 2010 in the Best Local Brokerage Category and won the ‘Best Market Analyst’ Award for 2 sectors at the India’s Best Market Analyst Awards 2011. Our mutual fund product, M-50 ETF bagged the ‘Most Innovative Fund of the Year’ award at the CNBC TV18 CRISIL Mutual Funds Awards 2011. MOFSL won awards for Excellence in HR through Technology and Excellence in Healthcare at Asia’s Best Employer Brand Awards 2011 in Singapore, and the ‘Best Capital Markets and Related NBFC’ award at the CNBC TV18 Best Banks and Financial Institutions Awards 2011. MOSL also won the ‘Best Equity Broking House’ award for FY11 at the Dun &amp; Bradstreet Equity Broking Awards 2011
For more information please contact:
 
<table cellspacing="0" cellpadding="0" border="1">
<tbody>
<tr>
<td width="295">Alpesh Nakrani / Anirudh Rajan  
Paradigm Shift Public Relations
Mob: +91 9869121167 / +91 9892343828
Tel:  +91 22 22813797 / 98
</td>
<td width="295">Mr. Hari Krishnan
Motilal Oswal AMC Ltd
Mob:  +91 9820520392
Ph: +91 22 39825500
</td>
</tr>
</tbody>
</table>

 
Disclaimer:
Statutory Details: Constitution: Motilal Oswal Mutual Fund has been set up as a trust under the Indian Trust Act, 1882. Trustee: Motilal Oswal Trustee Company Limited. Investment Manager: Motilal Oswal Asset Management Company Ltd. Sponsor: Motilal Oswal Securities Ltd. Scheme Classification: Motilal Oswal MOSt 10 Year Gilt Fund (MOSt 10 Year Gilt Fund), an open ended gilt scheme Investment Objective: The primary investment objective of the Scheme is to generate credit risk-free returns by investing in a portfolio of securities issued by the Central Government and State Government. Asset Allocation: 10 yr Benchmark Government Security: 90%-100%; Other Government Securities (7 to 12 years), T-Bills, Cash Management Bills, CBLO &amp; Repo: 0-10%. Load: Entry Load: Nil Exit Load: 0.50% for exit within 3 months Terms of Issue: Minimum Application Amount: During NFO&amp; ongoing basis:  Rs. 10,000/- and in multiples of Re. 1/-thereafter. Face Value &amp; Issue Price: Offer of units of Rs. 10/- per unit during the New Fund Offer and at NAV based prices on ongoing basis. Investor Benefits and General Services: During NFO, Investors can also subscribe to the units through the mutual fund trading platforms viz. BSE StAR MF of Bombay Stock Exchange Limited (BSE) and Mutual Fund Service System (MFSS) of NSE. The AMC will calculate and publish the first NAV of the Scheme not later than 30 days from the closure of the NFO. Subsequently, the NAVs will be calculated and disclosed at the close of every Business Day. Risk Factors: (1) All the Mutual Funds and securities investments are subject to market risks and there can be no assurance that the Scheme’s objectives will be achieved (2) As the price / value / interest rates of the securities in which the Scheme invests fluctuates, the Net Asset Value (NAV) of units issued under the Scheme may go up or down depending upon the factors and forces affecting the securities market (3) Past performance of the Sponsor/AMC/Mutual Fund and its affiliates does not indicate the future performance of the Scheme and may not provide a basis of comparison with other investments (4) Motilal Oswal MOSt 10 Year Gilt Fund (MOSt 10 Year Gilt Fund) is the name of the Scheme and does not in any manner indicate either the quality of the Scheme, its future prospects and returns. Investors are therefore urged to study the terms of offer carefully and consult their Investment Advisor before they invest in the Scheme (5) The Sponsor is not responsible or liable for any loss or shortfall resulting from the operation of the Mutual Fund beyond the initial contribution made by it of an amount of Rs. 1 Lac towards setting up of the Mutual Fund (6) The present Scheme is not a guaranteed or assured return Scheme. Scheme Specific Risk Factors: The 10 yr Benchmark Government Bond is the most liquid security in the entire Government Bond market, presently it alone constitutes about 80%-90% of the entire volume of the Government Bond market. The 10 yr Benchmark however changes every year as there is a new 10 yr Benchmark Government Bond issued by the RBI as the existing one becomes a 9 yr residual maturity paper, hence the market exits from the existing paper and the focus shifts to the new 10 yr Benchmark Government Bond. For further Scheme Specific Risk Factors &amp; other details, Please read the Scheme Information Document (SID) &amp; Statement of Additional Information (SAI) carefully before investing. A copy of SID, SAI and KIM along with the application form are available at the office of the AMC, R&amp;T, Distributors, or can be downloaded from <a href="/assetmanagement">www.motilaloswal.com/assetmanagement</a> and www.mostshares.com Investors can also contact us on our toll free number 1800-200-6626 or send email at mfservice@motilaloswal.com
</Description><Imagegroup><data></data></Imagegroup></root>

Motilal Oswal Mutual Fund launches Motilal Oswal MOSt 10 Year Gilt Fund –India’s First Fund to provide access to the 10 Year Benchmark G-Sec by investing 90-100% in 10 year G-Secs.

<root><Title>Barclays ties up with Motilal Oswal AMC to offer Value Strategy PMS</Title><Date>2011-08-18</Date><Place>Mumbai</Place><Description>Dual benefit of professional PMS and Risk Control for Barclays customers
<ins cite="mailto:mishrs02" datetime="2011-08-17T14:54"></ins>
Mumbai, 18 August, 2011 Barclays Bank PLC today announced its tie-up with Motilal Oswal Asset Management Company Limited (MOAMC) to bring to its customers, the MOAMC’s Value Strategy PMS. By availing of the offering, Barclays customers can now enjoy dual benefit of professional portfolio management services and risk control.
Value Strategy PMS strives to deliver higher returns by maximising gains from long term compounding effect which is done through investments in thriving businesses managed by prominent professionals. With close to 800 crores Assets under Management, Value Strategy PMS is not only one of the large AUM strategies in the market, but it also has a consistent track record of outstanding performance over the past eight years. 
Commenting on the development, Suvrat Saigal, Consumer Banking Director, Barclays Corporate (India) said, “The investment offering would help Barclays customers leverage the experience of one of the best equity fund management teams in the Industry. In the current volatile market scenario, this will also give customers a reason to focus on the long term benefits of Investing. At Barclays, our constant endeavour is to consistently bring to our customers, the very best products. We are confident that this offering, which has a proven track record, will add stars to our customers’ investment portfolio.”
 
Adding to this, Nitin Rakesh, CEO &amp; MD, Motilal Oswal Asset Management Company Limited said, “At MOAMC, we believe in providing a focussed &amp; disciplined approach to investing. Value PMS is one such strategy that targets long term wealth creation through a “best ideas” buy-and-hold approach. Barclays has one of the best Wealth management services in the world today. They brought their global expertise to India recently but have already made their presence felt in India. We value our partnership with Barclays &amp; believe this launch marks just the beginning of our relationship with them”.
About Barclays Corporate
With a clear focus on quality relationships, Barclays Corporate provides integrated banking solutions to businesses with an annual turnover of more than &#163;5 million in the UK and large local companies, financial institutions and multinationals in non-UK markets. We facilitate the success and growth of our clients by providing lending, risk management, cash and liquidity management, trade finance and asset and sales financing. Additionally, our clients benefit from the breadth of the Barclays Group, through access to the investment banking services of Barclays Capital including debt and equity capital markets, the private wealth management expertise of Barclays Wealth, and the card and payment services of Barclaycard. Barclays Corporate employs over 10,000 people globally. For more information please visit <a title="file://www.barclayscorporate.com/" href="file://www.barclayscorporate.com/">www.barclayscorporate.com</a>.
About Barclays
Barclays is a major global financial services provider engaged in retail banking, credit cards, corporate and investment banking and wealth management with an extensive international presence in Europe, the Americas, Africa and Asia. With over 300 years of history and expertise in banking, Barclays operates in over 50 countries and employs 147,500 people. Barclays moves, lends, invests and protects money for customers and clients worldwide. For further information about Barclays, please visit our website <a title="http://www.barclays.com/" href="http://www.barclays.com/">www.barclays.com</a>.
About Motilal Oswal Asset Management Company
Motilal Oswal Asset Management Company is registered with SEBI as the Investment Manager to Motilal Oswal Mutual Fund and is also a SEBI registered Portfolio Manager offering Portfolio Management Services to over 5000 High Networth Clients. It was incorporated on November 14, 2008. MOAMC is a 100% subsidiary of Motilal Oswal Securities Limited. Under its Mutual Fund platform, Motilal Oswal AMC has launched three funds – MOSt Shares M50, MOSt Shares Midcap 100 and MOSt Shares NASDAQ 100, which are also First of its kind in India, in terms of innovation. 
  
Motilal Oswal Mutual Fund’s maiden product, MOSt Shares M50 ETF received the Most Innovative Fund of the Year Award at CNBC TV18 – CRISIL Mutual Fund Awards, 2011.
 
 
About Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Ltd. (NSE: MOTILALOFS, BSE: 532892, BLOOMBERG: MOFS IN) is a well-diversified, financial services company focused on wealth creation for all its customers, such as institutional, corporate, HNI and retail. Its services and product offerings include wealth management, retail broking and distribution, institutional broking, asset management, investment banking, private equity, commodity broking and principal strategies. The company distributes these products through 1,607 business locations spread across 586 cities and the online channel to over 722,303 registered customers. MOFSL has strong research capabilities, which enables them to identify market trends and stocks with high growth potential, facilitating clients to take well- informed and timely decisions. MOFSL has been ranked by various polls such as the Best Local Brokerage 2005, Most Independent Research - Local Brokerage 2006 and Best Overall Country Research - Local Brokerage 2007 in the Asia Money Brokerage Polls for India. In the StarMine India Broker Rankings 2009 from Thomson Reuters, we won awards in 3 out of 4 categories and also bagged the No. 1 Broker Award in the ET Now – StarMine Analyst Awards 2009. We were adjudged as the ‘Best Performing Equity Broker (National)’ at the CNBC TV18 Financial Advisors Awards – 2010. MOSL won 4 awards in the ET-Now Starmine Analyst Awards 2010-11, placing it amongst the Top-3 award winning brokers, and was ranked No. 2 by AsiaMoney Brokers Poll 2010 in the Best Local Brokerage Category. Our mutual fund product, M-50 ETF bagged the ‘Most Innovative Fund of the Year’ award at the CNBC TV18 CRISIL Mutual Funds Awards 2011.
 
 
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Barclays ties up with Motilal Oswal AMC to offer Value Strategy PMS

<root><Title>In another first, Motilal Oswal AMC rings the opening Bell at NASDAQ Stock Market&#174;;Gets listed on NSE &amp; BSE Today</Title><Date>2011-03-31</Date><Place>Mumbai</Place><Description> 
Mumbai, 31st March, 2011: Indian Asset Management comes of age with Motilal Oswal Asset Management becoming India’s First AMC to ring the Opening Bell at NASDAQ Stock Market  on March 30, 2011. The opening bell ringing heralds MOSt Shares NASDAQ 100, India’s first US Equities based ETF tracking the NASDAQ-100 Index, listing on Bombay Stock Exchange (BSE) and National Stock Exchange (NSE) today. 
India’s first US Equities based ETF tracking the NASDAQ-100 Index, MOSt Shares NASDAQ 100 provides Indian investors with an exposure to top 100 US and international non-financial securities listed on The NASDAQ Stock Market&#174; based on market capitalization. NASDAQ-100 Index is developed and maintained by The NASDAQ OMX Group, the world's largest exchange company. 
With MOSt Shares NASDAQ 100 listing on BSE and NSE, investors can now trade the ETF’s unit in a single unit lot size, in real-time and during Indian market hours. MOSt Shares NASDAQ 100 joins the global family of NASDAQ-100 Exchange Traded Funds listed across Americas, Europe and Asia. The ETF is currently Asia’s largest NASDAQ-100 Index ETF based on assets under management.(source: NASDAQ OMX).
Mr. Nitin Rakesh, MD &amp; CEO, Motilal Oswal Asset Management Company Ltd. said, “We would like to thank our investors, business partners for their tremendous support”. Commenting on Motilal Oswal MOSt Shares NASDAQ 100 latest listing, Mr. Nitin Rakesh said, “We are excited about this partnership with NASDAQ OMX. MOSt Shares ETF platform remains committed to opening up new segments of investment products for the market and with MOSt Shares NASDAQ 100 being the latest listing”.

About Motilal Oswal Asset Management Company
 
Motilal Oswal Asset Management Company is registered with SEBI as the Investment Manager to Motilal Oswal Mutual Fund It was incorporated on November 14, 2008. MOAMC is a 100% subsidiary of Motilal Oswal Securities Limited. 
 
Motilal Oswal Mutual Fund’s maiden product, MOSt Shares M50 ETF received the Most Innovative Fund of the Year Award at CNBC TV18 – CRISIL Mutual Fund Awards, 2011.*
 
About Motilal Oswal Financial Services Ltd
 
Motilal Oswal Financial Services Ltd. (NSE :MOTILALOFS, BSE :532892, BLOOMBERG : MOFS IN) is a well-diversified, financial services company focused on wealth creation for all its customers, such as institutional, corporate, HNI and retail. Its services and product offerings include wealth management, retail broking and distribution, institutional broking, asset management, investment banking, private equity, commodity broking and principal strategies. The company distributes these products through 1,568 business locations spread across 595 cities and the online channel to over 693,978 registered customers. MOFSL has strong research capabilities, which enables them to identify market trends and stocks with high growth potential, facilitating clients to take well- informed and timely decisions. MOFSL has been ranked by various polls such as the Best Local Brokerage 2005, Most Independent Research - Local Brokerage 2006 and Best Overall Country Research - Local Brokerage 2007 in the Asia Money Brokerage Polls for India. In the StarMine India Broker Rankings 2009 from Thomson Reuters, we won awards in 3 out of 4 categories and also bagged the No. 1 Broker Award in the ET Now – StarMine Analyst Awards 2009. We were also adjudged as the ‘Best Performing Equity Broker (National)’ at the CNBC TV18 Financial Advisors Awards – 2010.
Disclaimer:
Statutory Details: Constitution: Motilal Oswal Mutual Fund has been set up as a trust under the Indian Trust Act, 1882. Trustee: Motilal Oswal Trustee Company Limited. Investment Manager: Motilal Oswal Asset Management Company Ltd. Sponsor: Motilal Oswal Securities Ltd. Scheme Classification &amp; Investment Objective: Motilal Oswal MOSt Shares NASDAQ-100 ETF (MOSt Shares NASDAQ 100), an open ended Index Exchange Traded Fund that seeks investment return that corresponds (before fees and expenses) generally to the performance of the NASDAQ-100 Index, subject to tracking error. Asset Allocation: Securities constituting NASDAQ-100 Index: 95%-100%; Overseas Debt and Money market instruments and cash at call, mutual fund schemes or exchange traded funds based on NASDAQ-100 Index: 0-5%. Load: Entry Load: Nil Exit Load: Nil Terms of Issue: On the Exchange: The units of the Scheme are proposed to be listed on the Capital Market Segment of National Stock Exchange of India Ltd. (NSE) and Bombay Stock Exchange Ltd. (BSE). On the Exchange, the units of the Scheme can be purchased/sold in minimum lot of 1 unit and in multiples thereafter. Directly with the Fund: The minimum number of units of the Scheme that investors can create/redeem in exchange of portfolio deposit and cash component is 100,000 units and in multiples thereof. Risk Factors: (1) All Mutual Funds and securities investments are subject to market risks and there can be no assurance that the Scheme’s objectives will be achieved (2) As the price/value/interest rates of the securities in which the Scheme invests fluctuates, the Net Asset Value (NAV) of the Scheme may go up or down depending upon the factors and forces affecting the securities market (3) Past performance of the Sponsor/AMC/Mutual Fund and its affiliates does not indicate the future performance of the Scheme and may not provide a basis of comparison with other investments (4) Motilal Oswal MOSt Shares NASDAQ-100 ETF (MOSt Shares NASDAQ 100) is only the name of the Scheme and does not in any manner indicate either the quality of the Scheme, its future prospects and returns. Investors are therefore urged to study the terms of offer carefully and consult their Investment Advisor before they invest in the Scheme (5) The Sponsor is not responsible or liable for any loss or shortfall resulting from the operation of the Mutual Fund beyond the initial contribution made by it of an amount of Rs.100,000 towards setting up of the Mutual Fund (6) The present Scheme is not a guaranteed or assured return Scheme. (7) Investment in the scheme shall be subject to various other risk factors including but not limited to risk associated with investment in foreign securities, derivatives, currency risk, exchange rate risk, tracking error risk, etc. Please read the Scheme Information Document (SID) &amp; Statement of Additional Information (SAI) carefully before investing. A copy of SID, SAI and KIM along with the application form is available at the office of the AMC, R&amp;T, Distributors, or can be downloaded from <a href="/assetmanagement">www.motilaloswal.com/assetmanagement</a> and <a href="http://www.mostshares.com/">www.mostshares.com</a>.

Disclaimer of NASDAQ-100: NASDAQ&#174;, OMX&#174;, NASDAQ OMX&#174;, NASDAQ-100&#174;, and NASDAQ-100 Index&#174;, are registered trademarks of The NASDAQ OMX Group, Inc. (which with its affiliates is referred to as the “Corporations”) and are licensed for use by MOAMC.  MOSt Shares NASDAQ 100 (the Product) has not been passed on by the Corporations as to their legality or suitability. The Product are not issued, endorsed, sold, or promoted by the Corporations. The Corporations make no warranties and bear no liability with respect to the product.

*Eligibility Criteria &amp; Methodology:
Motilal Oswal MOSt Shares M50 ETF (MOSt Shares M50) won the CNBC TV18 - CRISIL Mutual Fund Awards 2011 in the Category – Most Innovative Fund of the Year. In total 13 schemes/plans/themes were eligible for the award universe. Mutual fund schemes/plans/themes launched in 2010 across all categories and nominated by Asset Management Companies to CRISIL were considered for the award. The award is based on CRISIL’s assessment of the product concept, marketing and distribution channels, timeliness of launch and mobilization attributable to the scheme. Past performance is no guarantee of future results.
Rankings and Award Source: CRISIL FundServices, CRISIL Ltd. 
Scheme Classification &amp; Investment Objective: Motilal Oswal MOSt Shares M50 ETF (MOSt Shares M50), an open ended Exchange Traded Fund that seeks investment return that corresponds (before fees and expenses) generally to the performance of the MOSt 50 Basket (Underlying Basket), subject to tracking error. Asset Allocation: Securities constituting MOSt 50 Basket: 95%-100%; Debt and Money market instruments and cash at call: 0-5%. The total exposure to Derivatives would be restricted to 10% of the net assets of the Scheme.  

For more information please contact:
 
<table cellspacing="0" cellpadding="0" border="1">
<tbody>
<tr>
<td width="295">Alpesh Nakrani / Anirudh Rajan  
Paradigm Shift Public Relations
Mob: +91 9869121167 / +91 9892343828    
Tel:  +91 22 22813797 / 98
</td>
<td width="295">Mr. Hari Krishnan
Motilal Oswal AMC Ltd
Mob:  +91 9820520392
Ph: +91 22 39825500
</td>
</tr>
</tbody>
</table>

 
</Description><Imagegroup><data></data></Imagegroup></root>

In another first, Motilal Oswal AMC rings the opening Bell at NASDAQ Stock Market®;Gets listed on NSE &amp; BSE Today

Motilal Oswal Mutual fund launches MOSt Shares NASDAQ 100 ETF

<root><Title>Motilal Oswal Mutual Fund files for ETF based on the S&amp;P 500</Title><Date>2011-02-25</Date><Place>Mumbai</Place><Description>Mumbai, 25 February, 2011: Motilal Oswal Asset Management Company Ltd has announced the filing of the draft Scheme Information Document (SID) with SEBI for Motilal Oswal MOSt Shares S&amp;P 500 ETF (MOSt Shares SP500), an open ended index ETF, which seeks to track the S&amp;P 500&#174;.
The S&amp;P 500 includes 500 leading companies in leading industries of the U.S. economy, capturing 75% coverage of U.S. equities. 
The S&amp;P 500 is widely regarded as the best single gauge of the large cap U.S. equities market since the index was first published in 1957. The index has over US$ 4.83 trillion benchmarked, with index assets comprising approximately US$ 1.1 trillion of this total.
Speaking on the filing, Mr. Nitin Rakesh, MD &amp; CEO of Motilal Oswal AMC said, “In our continuing endeavour to bring to the Indian investors innovative products, we are happy to announce the filing of Motilal Oswal MOSt Shares S&amp;P 500 ETF for approval. This ETF will provide a cost-efficient, Rupee denominated, diversified exposure to the US stock market with access to household names like United Technologies, Tupperware, Boeing, Coca Cola, Ford, McDonalds, Xerox and Walt Disney.”<ins cite="mailto:guarinod" datetime="2011-01-14T10:23"> </ins>
 
“The S&amp;P 500 is the world’s most followed stock market index with more assets directly linked to it than any other index,” says Alexander Matturri, Executive Managing Director at S&amp;P Indices. “We are proud to license our flagship index to Motilal and welcome them to our family of ETF licensees.”  
 

About Motilal Oswal Asset Management Company
 
Motilal Oswal Asset Management Company is registered with SEBI as the Investment Manager to Motilal Oswal Mutual Fund It was incorporated on November 14, 2008. MOAMC is a 100% subsidiary of Motilal Oswal Securities Limited. 
 

About Motilal Oswal Financial Services Ltd

Motilal Oswal Financial Services Ltd. (NSE :MOTILALOFS, BSE :532892, BLOOMBERG : MOFS IN) is a well-diversified, financial services company focused on wealth creation for all its customers, such as institutional, corporate, HNI and retail. Its services and product offerings include wealth management, retail broking and distribution, institutional broking, asset management, investment banking, private equity, commodity broking and principal strategies. The company distributes these products through 1,568 business locations spread across 595 cities and the online channel to over 693,978 registered customers. MOFSL has strong research capabilities, which enables them to identify market trends and stocks with high growth potential, facilitating clients to take well- informed and timely decisions. MOFSL has been ranked by various polls such as the Best Local Brokerage 2005, Most Independent Research - Local Brokerage 2006 and Best Overall Country Research - Local Brokerage 2007 in the Asia Money Brokerage Polls for India. In the StarMine India Broker Rankings 2009 from Thomson Reuters, we won awards in 3 out of 4 categories and also bagged the No. 1 Broker Award in the ET Now – StarMine Analyst Awards 2009. We were also adjudged as the ‘Best Performing Equity Broker (National)’ at the CNBC TV18 Financial Advisors Awards – 2010.
 
 
Disclaimer
“THIS FUND IS NOT SPONSORED, ENDORSED, SOLD OR PROMOTED BY STANDARD &amp; POOR'S AND ITS AFFILIATES ("S&amp;P"). S&amp;P MAKES NO REPRESENTATION, CONDITION OR WARRANTY, EXPRESS OR IMPLIED, TO THE OWNERS OF THE FUND OR ANY MEMBER OF THE PUBLIC REGARDING THE ADVISABILITY OF INVESTING IN SECURITIES GENERALLY OR IN THE FUND PARTICULARLY OR THE ABILITY OF THE S&amp;P 500 INDEX TO TRACK THE PERFORMANCE OF CERTAIN FINANCIAL MARKETS AND/OR SECTIONS THEREOF AND/OR OF GROUPS OF ASSETS OR ASSET CLASSES. S&amp;P'S ONLY RELATIONSHIP TO MOTILAL OSWAL ASSET MANAGEMENT COMPANY LIMITED (MOAMC) IS THE LICENSING OF CERTAIN TRADEMARKS AND TRADE NAMES AND OF THE S&amp;P 500 INDEX WHICH IS DETERMINED, COMPOSED AND CALCULATED BY S&amp;P WITHOUT REGARD TO MOAMC OR THE FUND. S&amp;P HAS NO OBLIGATION TO TAKE THE NEEDS OF MOAMC OR THE OWNERS OF THE FUND INTO CONSIDERATION IN DETERMINING, COMPOSING OR CALCULATING THE S&amp;P 500 INDEX. S&amp;P IS NOT RESPONSIBLE FOR AND HAS NOT PARTICIPATED IN THE DETERMINATION OF THE PRICES AND AMOUNT OF THE FUND OR THE TIMING OF THE ISSUANCE OR SALE OF THE FUND OR IN THE DETERMINATION OR CALCULATION OF THE EQUATION BY WHICH THE FUND SHARES ARE TO BE CONVERTED INTO CASH. S&amp;P HAS NO OBLIGATION OR LIABILITY IN CONNECTION WITH THE ADMINISTRATION, MARKETING, OR TRADING OF THE FUND.
 
S&amp;P DOES NOT GUARANTEE THE ACCURACY AND/OR THE COMPLETENESS OF THE S&amp;P 500 INDEX OR ANY DATA INCLUDED THEREIN AND S&amp;P SHALL HAVE NO LIABILITY FOR ANY ERRORS, OMISSIONS, OR INTERRUPTIONS THEREIN. S&amp;P MAKES NO WARRANTY, CONDITION OR REPRESENTATION, EXPRESS OR IMPLIED, AS TO RESULTS TO BE OBTAINED BY MOAMC, OWNERS OF THE FUND, OR ANY OTHER PERSON OR ENTITY FROM THE USE OF  THE S&amp;P 500 INDEX OR ANY DATA INCLUDED THEREIN. S&amp;P MAKES NO EXPRESS OR IMPLIED WARRANTIES, REPRESENTATIONS OR CONDITIONS, AND EXPRESSLY DISCLAIMS ALL WARRANTIES OR CONDITIONS OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE AND ANY OTHER EXPRESS OR IMPLIED WARRANTY OR CONDITION WITH RESPECT TO THE [NAME OF INDEX] OR ANY DATA INCLUDED THEREIN. WITHOUT LIMITING ANY OF THE FOREGOING, IN NO EVENT SHALL S&amp;P HAVE ANY LIABILITY FOR ANY SPECIAL, PUNITIVE, INDIRECT, OR CONSEQUENTIAL DAMAGES (INCLUDING LOST PROFITS) RESULTING FROM THE USE OF THE S&amp;P 500 INDEX OR ANY DATA INCLUDED THEREIN, EVEN IF NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES.”
 
Standard &amp; Poor’s does not sponsor, endorse, sell or promote any S&amp;P index-based investment product. It is not possible to invest directly in an index. This document does not constitute an offer of services in jurisdictions where Standard &amp; Poor’s or its affiliates do not have the necessary licenses.  Standard &amp; Poor’s receives compensation in connection with licensing its indices to third parties.

Risk Factors: (1) All Mutual Funds and securities investments are subject to market risks and there can be no assurance that the Scheme’s objectives will be achieved (2) As the price / value / interest rates of the securities in which the Scheme invests fluctuates, the Net Asset Value (NAV) of units issued under the Scheme may go up or down depending upon the factors and forces affecting the securities market (3) Past performance of the Sponsor/AMC/Mutual Fund and its affiliates does not indicate the future performance of the Scheme and may not provide a basis of comparison with other investments (4) Motilal Oswal MOSt Shares S&amp;P 500 ETF (MOSt Shares SP500) is the name of the Scheme and does not in any manner indicate either the quality of the Scheme, its future prospects and returns. Investors are therefore urged to study the terms of offer carefully and consult their Investment Advisor before they invest in the Scheme (5) The Sponsor is not responsible or liable for any loss or shortfall resulting from the operation of the Mutual Fund beyond the initial contribution made by it of an amount of Rs. 1 Lac towards setting up of the Mutual Fund (6) The present Scheme is not a guaranteed or assured return Scheme. Please read the Scheme Information Document (SID) &amp; Statement of Additional Information (SAI) carefully before investing. Statutory Details: Constitution: Motilal Oswal Mutual Fund has been set up as a trust under the Indian Trust Act, 1882. Trustee: Motilal Oswal Trustee Company Ltd. Investment Manager: Motilal Oswal Asset Management Company Ltd. Sponsor: Motilal Oswal Securities Ltd.
                                                                                                   
 
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Motilal Oswal Mutual Fund files for  ETF based on the S&amp;P 500

<root><Title>MOSt Shares Midcap 100 ETF – India's First and only MidCap Index ETF</Title><Date>2011-02-04</Date><Place>Mumbai</Place><Description>MOSt Shares Midcap 100 ETF – 
India's First and only MidCap Index ETF, 
Listed on NSE Today
 
Mumbai, February 4, 2011:Motilal Oswal Mutual Fund’s Motilal Oswal MOSt Shares Midcap 100 ETF (MOSt Shares M100), the only Midcap market access ETF,has been listed on NSE Today. MOSt Shares M100 is India's 1st and only MidCap Index ETF; based on CNX Midcap Index. The listing ceremony was held at NSE, Mumbai at 9 am. Present at the ceremony were Mr. Suresh Narayan – CEO, India Index Services &amp; Products Ltd (A JV between Crisil &amp; NSE), Mr. Motilal Oswal – Chairman &amp; Managing Director, Motilal Oswal Financial Services Ltd and Mr. Nitin Rakesh – MD &amp; CEO, Motilal Oswal Asset management Ltd. 
 
Mr. Nitin Rakesh- Managing Director &amp; CEO, MOAMC said – “We are delighted to have successfully created an efficient way for investors to access the Midcap segment of the market and hope to continue to provide further innovative products to them”
 
The New Fund Offer (NFO) which was open for subscription from January 12, 2011 till January 24, 2011 got a tremendous response from investors with great level of interest from all market participants: Retail, HNI and Institutional. 
1.       Rs. 125 Cr NFO collection 
2.       13,900+ applications
3.       12000+ investors
4.       324 locations
5.       88% of applications through online systems such as exchanges or online trading systems
6.       Majority of the allocations from individual investors (&gt;80%)
7.       51 seminars across 40 locations in 2 weeks
8.       10,000 investors addressed, including sessions on ETFs
9.       500+ distributors/ sub brokers contributed to the NFO
The ETF provides investors with the only cash access to the CNX Midcap Index.
 
About MOSt Shares M100 
Motilal Oswal Asset Management Company has launched Motilal Oswal MOSt Shares Midcap 100 ETF (MOSt Shares M100), an open ended Index Exchange Traded Fund, which seeks investment return that corresponds (before fees and expenses) to the performance of the CNX Midcap Index subject to tracking error. The Scheme re-opens for continuous sale or repurchase on February 4, 2011. The Fund will be listed on the NSE. The investor can buy units on an ongoing basis on the NSE, the units of the scheme can be bought /sold in round lot of 1 unit.
The Scheme seeks to achieve its goal by investing in securities constituting the CNX Midcap Index in same proportion as in the Index. The Scheme will invest at least 95% of its total assets in the securities comprising the Underlying Index. The Scheme may also invest in debt and money market instruments to meet the liquidity and expense requirements. The Benchmark index for the scheme will be CNX Midcap Index.
For more information please contact:
 
<table class="MsoNormalTable" style="BACKGROUND: #e0ecff; WIDTH: 455.4pt; BORDER-COLLAPSE: collapse; mso-padding-alt: 0in 0in 0in 0in" cellspacing="0" cellpadding="0" width="607" border="0">
<tbody>
<tr style="mso-yfti-irow: 0; mso-yfti-firstrow: yes; mso-yfti-lastrow: yes">
<td style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: windowtext 1pt solid; PADDING-LEFT: 5.4pt; BACKGROUND: none transparent scroll repeat 0% 0%; PADDING-BOTTOM: 0in; BORDER-LEFT: windowtext 1pt solid; WIDTH: 203.4pt; PADDING-TOP: 0in; BORDER-BOTTOM: windowtext 1pt solid" width="271">Alpesh Nakrani / Anirudh Rajan  
Paradigm Shift Public Relations
Mob: 9869121167 / 9892343828    
Tel:  +91 22 22813797 / 98
</td>
<td style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: windowtext 1pt solid; PADDING-LEFT: 5.4pt; BACKGROUND: none transparent scroll repeat 0% 0%; PADDING-BOTTOM: 0in; BORDER-LEFT: #d4d0c8; WIDTH: 3.5in; PADDING-TOP: 0in; BORDER-BOTTOM: windowtext 1pt solid" width="336">Mr. Hari Krishnan
Motilal Oswal Asset Management Company Ltd
Mob:  +91 9820520392
Ph: +91 22 39825500
</td>
</tr>
</tbody>
</table>

 
Visit <a href="http://www.mostshares.com/">www.mostshares.com</a> for more details. 
 
Disclaimer:
 
Statutory Details:Constitution:Motilal Oswal Mutual Fund has been set up as a trust under the Indian Trust Act, 1882. Trustee:Motilal Oswal Trustee Company Limited. Investment Manager: Motilal Oswal Asset Management Company Ltd. Sponsor: Motilal Oswal Securities Ltd. Scheme Classification &amp; Objective: Motilal Oswal MOSt Shares Midcap 100 ETF (MOSt Shares M100), an open ended Index Exchange Traded Fund that seeks investment return that corresponds (before fees and expenses) to the performance of CNX Midcap Index (Underlying Index), subject to tracking error. Asset Allocation: Securities constituting CNX Midcap Index: 95%-100%; Debt and Money market instruments and cash at call: 0-5%. Load: Entry Load: Nil Exit Load: Nil Terms of Issue: Minimum Application Amount:During NFO, Rs. 10,000/- and in multiples of Re. 1/- each. Ongoing Basis, On the Exchange:The units of the Scheme are proposed to be listed on the Capital Market Segment on National Stock Exchange (NSE). On NSE, the units of the Scheme can be purchased/sold in minimum lot of 1 unit and in multiples thereafter. Directly with the Fund:The minimum number of units of the Scheme that investors can create/redeem in exchange of portfolio deposit and cash component is 2,50,000 units and in multiples thereof. Face Value &amp; Issue Price: Offer of units having face value of Rs. 10/- per unit for cash at an allotment price during the New Fund Offer and at NAV based prices during continuous offer. Investor Benefits and General Services: During continuous offer, sale and redemption on all business days at NAV based prices. NAVs to be declared on all business days. Risk Factors: (1) All Mutual Funds and securities investments are subject to market risks and there can be no assurance that the Scheme’s objectives will be achieved (2) As the price / value / interest rates of the securities in which the Scheme invests fluctuates, the Net Asset Value (NAV) of the Scheme may go up or down depending upon the factors and forces affecting the securities market (3) Past performance of the Sponsor/AMC/Mutual Fund and its affiliates does not indicate the future performance of the Scheme and may not provide a basis of comparison with other investments (4) Motilal Oswal MOSt Shares Midcap 100 ETF (MOSt Shares M100) is only the name of the Scheme and does not in any manner indicate either the quality of the Scheme, its future prospects and returns. Investors are therefore urged to study the terms of offer carefully and consult their Investment Advisor before they invest in the Scheme (5) The Sponsor is not responsible or liable for any loss or shortfall resulting from the operation of the Mutual Fund beyond the initial contribution made by it of an amount of Rs. 1 Lac towards setting up of the Mutual Fund (6)The present Scheme is not a guaranteed or assured return Scheme. (7) Investment in the scheme shall be subject to various other risk factors including but not limited to risk associated with investment in equities such as trading volumes, settlement risk, liquidity risk, default risk, tracking error risk,  including the possible loss of principal, investment in derivatives, etc. IISL Disclaimer: MOSt Shares M100 offered by Motilal Oswal Asset Management Company Limited (MOAMC) or its affiliates is not sponsored, endorsed, sold or promoted by India Index Services &amp; Products Limited (IISL) and its affiliates. IISL and its affiliates do not make any representation or warranty, express or implied (including warranties of merchantability or fitness for particular purpose or use) to the owners of MOSt Shares M100 or any member of the public regarding the advisability of investing in securities generally or in the MOSt Shares M100 linked to CNX Midcap Index or particularly in the ability of CNX Midcap Index to track general stock market performance in India. Please read the full Disclaimers in relation to the CNX Midcap Index in the Scheme Information Document. NSE Disclaimer: It is to be distinctly understood that the permission given by NSE should not in any way be deemed or construed that the Scheme Information Document has been cleared or approved by NSE nor does it certify the correctness or completeness of any of the contents of the Scheme Information Document. The investors are advised to refer to the Scheme Information Document for the full text of the Disclaimer Clause of NSE. For further Scheme Specific Risk Factors &amp; other details, Pleaseread the Scheme Information Document (SID) &amp; Statement of Additional Information (SAI) carefully before investing. A copy of SID, SAI and KIM alongwith the application form are available at the office of the AMC, R&amp;T, Distributors, or can be downloaded from <a href="/assetmanagement">www.motilaloswal.com/assetmanagement</a> and <a href="http://www.mostshares.com/">www.mostshares.com</a>
 
</Description><Imagegroup><data></data></Imagegroup></root>

MOSt Shares Midcap 100 ETF – India&#39;s First and only MidCap Index ETF

<root><Title>Motilal Oswal Mutual Fund launches MOSt Shares M100 ETF- India’s First Midcap ETF; based on CNX Midcap Index</Title><Date>2011-01-10</Date><Place>Mumbai</Place><Description>Mumbai, January 10, 2010: Motilal Oswal Asset Management Company Ltd. has announced the launch of Motilal Oswal MOSt Shares Midcap 100 ETF (MOSt Shares M100), an open ended Index Exchange Traded Fund which seeks to track the CNX Midcap Index. This Midcap ETF is India’s first exchange traded fund (ETF) which tracks the performance of the Midcap segment of the broader stock market.
 
Speaking at the launch of Motilal Oswal Mutual Fund’s second product, Mr. Nitin Rakesh, MD &amp; CEO said, “We are excited to bring a brand new product to market – MOSt Shares M100 will be a 1st of its kind access into a midcap basket and will provide all categories of advisors &amp; investors the ability to allocate assets to midcaps as a segment”. MOSt Shares M100 is the second offering and also second ‘India’s First’ product from the stable of Motilal Oswal Mutual Fund, in line with Motilal Oswal AMC’s endeavor to launch such specialized first of their kind products.
 
MOSt Shares M100 ETF will be listed on the NSE. The minimum investment amount during the NFO is ` 10,000 and in multiples of ` 1 thereafter. On an ongoing basis, on the exchange, the units of the Scheme can be bought/sold in round lot of 1 unit. The fund manager of the scheme is Mr. Rajnish Rastogi.
 
The New Fund Offer (NFO) will be open for subscription from January 12, 2011 and will be closed on January 24, 2011.
 
 
About MOSt Shares M100

Motilal Oswal MOSt Shares Midcap 100 ETF is an open ended Index ETF that seeks investment return that corresponds (before fees and expenses) to the performance of the CNX Midcap Index, subject to tracking error. The Scheme will invest in the securities which are constituents of CNX Midcap Index in the same proportion as in the Index.
 
During NFO, Investors can apply online on BSE Star Platform or on MFSS platform of NSE through their share broker/sub-brokers or by physical application through any Mutual Fund distributor. They can also apply directly to Motilal Oswal AMC through physical applications.
 
On an ongoing basis, MOSt Shares M100 will be listed on NSE and investors will be able to buy or sell MOSt Shares M100 from NSE through their trading accounts with their brokers/sub-brokers at prices quoted on NSE.
 
Large investors can subscribe/redeem directly with the Fund only in creation unit size i.e. 2,50,000 units.
            


About Motilal Oswal Asset Management Company
 
Motilal Oswal Asset Management Company is registered with SEBI as the Investment Manager to Motilal Oswal Mutual Fund It was incorporated on November 14, 2008. MOAMC is a 100% subsidiary of Motilal Oswal Securities Limited. 
 
 
About Motilal Oswal Financial Services Ltd

Motilal Oswal Financial Services Ltd. (NSE :MOTILALOFS, BSE :532892, BLOOMBERG : MOFS IN) is a well-diversified, financial services company focused on wealth creation for all its customers, such as institutional, corporate, HNI and retail. Its services and product offerings include wealth management, retail broking and distribution, institutional broking, asset management, investment banking, private equity, commodity broking and principal strategies. The company distributes these products through 1,504 business locations spread across 591 cities and the online channel to over 666,633 registered customers. MOFSL has strong research capabilities, which enables them to identify market trends and stocks with high growth potential, facilitating clients to take well- informed and timely decisions. MOFSL has been ranked by various polls such as the Best Local Brokerage 2005, Most Independent Research - Local Brokerage 2006 and Best Overall Country Research - Local Brokerage 2007 in the Asia Money Brokerage Polls for India. In the StarMine India Broker Rankings 2009 from Thomson Reuters, we won awards in 3 out of 4 categories and also bagged the No. 1 Broker Award in the ET Now – StarMine Analyst Awards 2009. MOFSL was honoured with the Best Performing Equity Broker (National) Award at CNBC TV18 Financial Advisor Awards 2010. 
 
 
 

For more information please contact:
 
 
<table cellspacing="0" cellpadding="0" border="1">
<tbody>
<tr>
<td width="295">Alpesh Nakrani / Anirudh Rajan  
Paradigm Shift Public Relations
Mob: +91 9869121167 / +91 9892343828    
Tel:  +91 22 22813797 / 98
</td>
<td width="295">Mr. Hari Krishnan
Motilal Oswal Asset Management Company Ltd
Mob:  +91 9820520392
Ph: +91 22 39825500
</td>
</tr>
</tbody>
</table>



Disclaimer:
Statutory Details: Constitution: Motilal Oswal Mutual Fund has been set up as a trust under the Indian Trust Act, 1882. Trustee: Motilal Oswal Trustee Company Limited. Investment Manager: Motilal Oswal Asset Management Company Ltd. Sponsor: Motilal Oswal Securities Ltd. Scheme Classification &amp; Objective: Motilal Oswal MOSt Shares Midcap 100 ETF (MOSt Shares M100), an open ended Index Exchange Traded Fund that seeks investment return that corresponds (before fees and expenses) to the performance of CNX Midcap Index (Underlying Index), subject to tracking error. Asset Allocation: Securities constituting CNX Midcap Index: 95%-100%; Debt and Money market instruments and cash at call: 0-5%. Load: Entry Load: Nil Exit Load: Nil Terms of Issue: Minimum Application Amount: During NFO, Rs. 10,000/- and in multiples of Re. 1/- each. Ongoing Basis, On the Exchange: The units of the Scheme are proposed to be listed on the Capital Market Segment on National Stock Exchange (NSE). On NSE, the units of the Scheme can be purchased/sold in minimum lot of 1 unit and in multiples thereafter. Directly with the Fund: The minimum number of units of the Scheme that investors can create/redeem in exchange of portfolio deposit and cash component is 2,50,000 units and in multiples thereof. Face Value &amp; Issue Price: Offer of units having face value of Rs. 10/- per unit for cash at an allotment price during the New Fund Offer and at NAV based prices during continuous offer. Investor Benefits and General Services: During continuous offer, sale and redemption on all business days at NAV based prices. NAVs to be declared on all business days. Risk Factors: (1) All Mutual Funds and securities investments are subject to market risks and there can be no assurance that the Scheme’s objectives will be achieved (2) As the price / value / interest rates of the securities in which the Scheme invests fluctuates, the Net Asset Value (NAV) of the Scheme may go up or down depending upon the factors and forces affecting the securities market (3) Past performance of the Sponsor/AMC/Mutual Fund and its affiliates does not indicate the future performance of the Scheme and may not provide a basis of comparison with other investments (4) Motilal Oswal MOSt Shares Midcap 100 ETF (MOSt Shares M100) is only the name of the Scheme and does not in any manner indicate either the quality of the Scheme, its future prospects and returns. Investors are therefore urged to study the terms of offer carefully and consult their Investment Advisor before they invest in the Scheme (5) The Sponsor is not responsible or liable for any loss or shortfall resulting from the operation of the Mutual Fund beyond the initial contribution made by it of an amount of Rs. 1 Lac towards setting up of the Mutual Fund (6) The present Scheme is not a guaranteed or assured return Scheme. (7) Investment in the scheme shall be subject to various other risk factors including but not limited to risk associated with investment in equities such as trading volumes, settlement risk, liquidity risk, default risk, tracking error risk,  including the possible loss of principal, investment in derivatives, etc. IISL Disclaimer: MOSt Shares M100 offered by Motilal Oswal Asset Management Company Limited (MOAMC) or its affiliates is not sponsored, endorsed, sold or promoted by India Index Services &amp; Products Limited (IISL) and its affiliates. IISL and its affiliates do not make any representation or warranty, express or implied (including warranties of merchantability or fitness for particular purpose or use) to the owners of MOSt Shares M100 or any member of the public regarding the advisability of investing in securities generally or in the MOSt Shares M100 linked to CNX Midcap Index or particularly in the ability of CNX Midcap Index to track general stock market performance in India. Please read the full Disclaimers in relation to the CNX Midcap Index in the Scheme Information Document. NSE Disclaimer: It is to be distinctly understood that the permission given by NSE should not in any way be deemed or construed that the Scheme Information Document has been cleared or approved by NSE nor does it certify the correctness or completeness of any of the contents of the Scheme Information Document. The investors are advised to refer to the Scheme Information Document for the full text of the Disclaimer Clause of NSE. For further Scheme Specific Risk Factors &amp; other details, Please read the Scheme Information Document (SID) &amp; Statement of Additional Information (SAI) carefully before investing. A copy of SID, SAI and KIM alongwith the application form are available at the office of the AMC, R&amp;T, Distributors, or can be downloaded from <a href="/assetmanagement">www.motilaloswal.com/assetmanagement</a> and <a href="http://www.mostshares.com/">www.mostshares.com</a>.
 
</Description><Imagegroup><data></data></Imagegroup></root>

Motilal Oswal Mutual Fund launches MOSt Shares M100 ETF- India’s First Midcap ETF; based on CNX Midcap Index

<root><Title>Motilal Oswal Mutual Fund files for India’s 1st Midcap ETF based on the ‘CNX Midcap index’</Title><Date>2010-12-02</Date><Place>Mumbai</Place><Description> 
Mumbai, 2 December, 2010: Motilal Oswal Asset Management Company Ltd has announced the filing of the draft Scheme Information Document (SID) with SEBI for the Motilal Oswal MOSt Shares Midcap ETF (MOSt Shares Midcap), an open ended index ETF,  which seeks to track the CNX Midcap Index.
This ETF will be India’s first exchange traded fund (ETF) which tracks the performance of the Midcap segment of the broader stock market, once it is approved by the Indian regulators.
“MOSt Shares Midcap ETF provides investors with a risk-diversified access to India’s most promising medium capitalization companies – today’s high growth and tomorrow’s opportunity” said Mr. Nitin Rakesh, CEO and MD, Motilal Oswal AMC.
 With the filing of MOSt Shares Midcap ETF, once approved, Motilal Oswal AMC will be well on its way to providing investors with more risk mitigation options via diversification.

About Motilal Oswal Asset Management Company
 
Motilal Oswal Asset Management Company is registered with SEBI as the Investment Manager to Motilal Oswal Mutual Fund It was incorporated on November 14, 2008. MOAMC is a 100% subsidiary of Motilal Oswal Securities Limited. 
 
About Motilal Oswal Financial Services Ltd

Motilal Oswal Financial Services Ltd. (NSE :MOTILALOFS, BSE :532892, BLOOMBERG : MOFS IN) is a well-diversified, financial services company focused on wealth creation for all its customers, such as institutional, corporate, HNI and retail. Its services and product offerings include wealth management, retail broking and distribution, institutional broking, asset management, investment banking, private equity, commodity broking and principal strategies. The company distributes these products through 1,504 business locations spread across 591 cities and the online channel to over 666,633 registered customers. MOFSL has strong research capabilities, which enables them to identify market trends and stocks with high growth potential, facilitating clients to take well- informed and timely decisions. MOFSL has been ranked by various polls such as the Best Local Brokerage 2005, Most Independent Research - Local Brokerage 2006 and Best Overall Country Research - Local Brokerage 2007 in the Asia Money Brokerage Polls for India. In the StarMine India Broker Rankings 2009 from Thomson Reuters, we won awards in 3 out of 4 categories and also bagged the No. 1 Broker Award in the ET Now – StarMine Analyst Awards 2009.
 
Risk Factors: (1) All Mutual Funds and securities investments are subject to market risks and there can be no assurance that the Scheme’s objectives will be achieved (2) As the price / value / interest rates of the securities in which the Scheme invests fluctuates, the Net Asset Value (NAV) of units issued under the Scheme may go up or down depending upon the factors and forces affecting the securities market (3) Past performance of the Sponsor/AMC/Mutual Fund and its affiliates does not indicate the future performance of the Scheme and may not provide a basis of comparison with other investments (4) Motilal Oswal MOSt Shares MIDCAP ETF (MOSt Shares MIDCAP ETF) is the name of the Scheme and does not in any manner indicate either the quality of the Scheme, its future prospects and returns. Investors are therefore urged to study the terms of offer carefully and consult their Investment Advisor before they invest in the Scheme (5) The Sponsor is not responsible or liable for any loss or shortfall resulting from the operation of the Mutual Fund beyond the initial contribution made by it of an amount of Rs. 1 Lac towards setting up of the Mutual Fund (6) The present Scheme is not a guaranteed or assured return Scheme. Please read the Scheme Information Document (SID) &amp; Statement of Additional Information (SAI) carefully before investing.
Statutory Details: Constitution: Motilal Oswal Mutual Fund has been set up as a trust under the Indian Trust Act, 1882. Trustee: Motilal Oswal Trustee Company Ltd. Investment Manager: Motilal Oswal Asset Management Company Ltd. Sponsor: Motilal Oswal Securities Ltd.
 
 
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Motilal Oswal Mutual Fund files for India’s 1st Midcap ETF based on the ‘CNX Midcap index’

<root><Title>Motilal Oswal Mutual Fund files for India’s 1st US Equity ETF based on the ‘NASDAQ 100-Index&#174;</Title><Date>2010-12-01</Date><Place>Mumbai</Place><Description>Mumbai &amp; New York, N.Y., 1 December, 2010: Motilal Oswal Asset Management Company Ltd and The NASDAQ OMX Group, Inc. (NASDAQ:<ins cite="mailto:wymardj" datetime="2010-11-30T15:24"> </ins>NDAQ) have announced the filing of the draft Scheme Information Document (SID) with SEBI for the Motilal Oswal MOSt Shares NASDAQ-100 ETF (MOSt Shares N100), an open ended index ETF,  which seeks to track the NASDAQ-100 Index&#174;.
This will be India’s first US Equity based exchange traded fund (ETF), once it is approved by the Indian regulators.
The NASDAQ-100 Index&#174; is made up of the 100 largest non-financial companies listed on The NASDAQ Stock Market&#174;. The NASDAQ 100-Index  is developed and maintained by The NASDAQ OMX Group, the world's largest exchange company. 
With the surge in popularity of technology stocks, the NASDAQ-100 Index&#174; has become the premier benchmark for high-tech investors as well as one of the most followed indexes in the world.  
Commenting on the filing, Mr. Nitin Rakesh, MD &amp; CEO of Motilal Oswal AMC commented, “MOSt Shares N100 will be a unique offering. It aims to provide Indian investors with a global, diversified, rupee denominated, Indian market hours access to high growth NASDAQ-100 Index companies such as Google, Microsoft, Apple and other leading global companies.”
 Investing in the ETF does not impact overseas investment limits and is treated at par with all Indian mutual fund investments while trading like a share on Indian stock exchanges. 
 “We plan to launch more such specialized first of their kind world leading products which help investors create a well diversified portfolio from global assets” added Mr. Rakesh.
“Once MOSt Shares N100 is approved by regulators, investors in India will have exposure to one hundred of the world’s most innovative non-financial companies,” said John Jacobs, Executive Vice President, NASDAQ OMX. “It is only fitting that the MOSt Shares N100 will be the first ETF listed in India based on a U.S. equity index, as the NASDAQ-100 Index is the basis of nearly 1700 investment products in more than 37 countries. The MOSt Shares N100 brings innovative investment opportunities to local investors in India, the world’s largest democracy.”
Once Approved, MOSt Shares N100 will add to the expanding MOSt Shares platform. Motilal Oswal’s flagship MOSt Shares M50 had received a tremendous response from investors with the NFO raising over INR 235 crores.

About Motilal Oswal Asset Management Company
 
Motilal Oswal Asset Management Company is registered with SEBI as the Investment Manager to Motilal Oswal Mutual Fund It was incorporated on November 14, 2008. MOAMC is a 100% subsidiary of Motilal Oswal Securities Limited. 
 
About Motilal Oswal Financial Services Ltd

Motilal Oswal Financial Services Ltd. (NSE :MOTILALOFS, BSE :532892, BLOOMBERG : MOFS IN) is a well-diversified, financial services company focused on wealth creation for all its customers, such as institutional, corporate, HNI and retail. Its services and product offerings include wealth management, retail broking and distribution, institutional broking, asset management, investment banking, private equity, commodity broking and principal strategies. The company distributes these products through 1,504 business locations spread across 591 cities and the online channel to over 666,633 registered customers. MOFSL has strong research capabilities, which enables them to identify market trends and stocks with high growth potential, facilitating clients to take well- informed and timely decisions. MOFSL has been ranked by various polls such as the Best Local Brokerage 2005, Most Independent Research - Local Brokerage 2006 and Best Overall Country Research - Local Brokerage 2007 in the Asia Money Brokerage Polls for India. In the StarMine India Broker Rankings 2009 from Thomson Reuters, we won awards in 3 out of 4 categories and also bagged the No. 1 Broker Award in the ET Now – StarMine Analyst Awards 2009.
 
About the NASDAQ OMX Group
The NASDAQ OMX Group, Inc. is the world’s largest exchange company. It delivers trading, exchange technology and public company services across six continents, with approximately 3,600 listed companies. NASDAQ OMX Group offers multiple capital raising solutions to companies around the globe, including its U.S. listings market; NASDAQ OMX Nordic, including First North, NASDAQ OMX Baltic and the U.S. 144A sector. The company offers trading across multiple asset classes including equities, derivatives, debt, commodities, structured products and ETFs. NASDAQ OMX Group technology supports the operations of over 70 exchanges, clearing organizations and central securities depositories in more than 50 countries. NASDAQ OMX Nordic and NASDAQ OMX Baltic are not legal entities but describe the common offering from NASDAQ OMX Group exchanges in Helsinki, Copenhagen, Stockholm, Iceland, Tallinn, Riga, and Vilnius. For more information about NASDAQ OMX, visit <a href="/WorkArea/WINNT/Profiles/leewd/Local%20Settings/Temporary%20Internet%20Files/leewd/WINNT/Profiles/Local%20Settings/Local%20Settings/Temporary%20Internet%20Files/OLKDD/www.nasdaqomx.com">www.nasdaqomx.com</a>.

NASDAQ&#174;, NASDAQ-100&#174;, and NASDAQ-100 Index&#174; are registered trademarks of The NASDAQ OMX Group, Inc. (which with its affiliates is collectively referred to as “NASDAQ OMX”) and have been licensed for use by Motilal Oswal Asset Management Company for the development of the MOSt Shares N100. The MOSt Shares N100 has not been passed on by NASDAQ OMX as to its legality or suitability, and the MOSt Shares N100 is not issued, endorsed or sold by NASDAQ OMX. NASDAQ OMX makes no warranties and bears no liability with respect to the MOSt Shares N100.

Cautionary Note Regarding Forward-Looking Statements 
The matters described herein contain forward-looking statements that are made under the Safe Harbor provisions of the Private Securities Litigation Reform Act of 1995. These statements include, but are not limited to, statements about NASDAQ OMX's products and offerings. We caution that these statements are not guarantees of future performance. Actual results may differ materially from those expressed or implied in the forward-looking statements. Forward-looking statements involve a number of risks, uncertainties or other factors beyond NASDAQ OMX's control. These factors include, but are not limited to factors detailed in NASDAQ OMX's annual report on Form 10-K, and periodic reports filed with the U.S. Securities and Exchange Commission. We undertake no obligation to release any revisions to any forward-looking statements. There can be no assurance that the FSA will give the NASDAQ OMX applicant the authorization and permissions which it seeks. 
 
Risk Factors: (1) All Mutual Funds and securities investments are subject to market risks and there can be no assurance that the Scheme’s objectives will be achieved (2) As the price / value / interest rates of the securities in which the Scheme invests fluctuates, the Net Asset Value (NAV) of units issued under the Scheme may go up or down depending upon the factors and forces affecting the securities market (3) Past performance of the Sponsor/AMC/Mutual Fund and its affiliates does not indicate the future performance of the Scheme and may not provide a basis of comparison with other investments (4) Motilal Oswal MOSt Shares NASDAQ-100 ETF (MOSt Shares N100) is the name of the Scheme and does not in any manner indicate either the quality of the Scheme, its future prospects and returns. Investors are therefore urged to study the terms of offer carefully and consult their Investment Advisor before they invest in the Scheme (5) The Sponsor is not responsible or liable for any loss or shortfall resulting from the operation of the Mutual Fund beyond the initial contribution made by it of an amount of Rs. 1 Lac towards setting up of the Mutual Fund (6) The present Scheme is not a guaranteed or assured return Scheme. Please read the Scheme Information Document (SID) &amp; Statement of Additional Information (SAI) carefully before investing.
Statutory Details: Constitution: Motilal Oswal Mutual Fund has been set up as a trust under the Indian Trust Act, 1882. Trustee: Motilal Oswal Trustee Company Ltd. Investment Manager: Motilal Oswal Asset Management Company Ltd. Sponsor: Motilal Oswal Securities Ltd.
 

 
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Motilal Oswal Mutual Fund files for India’s 1st US Equity ETF based on the ‘NASDAQ 100-Index®

<root><Title>MOSt Shares M50 ETF lists on NSE today</Title><Date>2010-07-30</Date><Place>Mumbai</Place><Description> 
Mumbai, Friday 30 July 2010: Motilal Oswal Mutual Fund’s MOSt Shares M50 ETF, India's 1st fundamentally weighted ETF based on Nifty was listed on NSE today. 
 
The New Fund Offer (NFO) which was open for subscription from June 30, 2010 till July 19, 2010 raised over Rs 235 crores, making it the largest amount raised during the NFO by any equity ETF in the past 5 years. (Data source: Value Research Online.com). 
Speaking on the occasion, Mr. Raamdeo Agrawal- Director, MOAMC said- “M50 is a next generation Mutual Fund product. The active thinking in the designing of the product and passive execution tries to combine the best investment principles of Focus &amp; Discipline. This product is highly investor friendly with potential of superior returns.”
MOSt Shares M50 NFO got a tremendous response from investors. It had higher retail participation than institutional participation. Perhaps the first time; BSE STAR and NSE MFSS platforms were open from 9am to 11pm even on Sunday(18th July 2010).
 
Mr. Nitin Rakesh- Managing Director &amp; CEO, MOAMC said – “We are very enthused by the outcome of our NFO - it shows that there is demand for differentiated products that offer investor friendly features, especially low costs, real time prices and transparency”
 
About MOSt Shares M50 
MOSt Shares M50 is an open ended Exchange Traded Fund (ETF), which seeks investment return that corresponds (before fees and expenses) generally to the performance of the MOSt 50 Basket (Underlying Basket), subject to tracking error. MOSt 50 Basket is a fundamentally weighted basket based on S&amp;P CNX Nifty Index. The constituents of MOSt 50 Basket will be the same as the constituents of Nifty. The MOSt 50 Basket passively allocates weights to its constituents at the time of rebalancing based on the pre-defined methodology of the basket. Weights assigned to constituents are dependent on their fundamental performance and their prices with higher weights being assigned to constituents which have demonstrated superior financial performance and have reasonable valuation.
 
MOSt 50 Basket has been designed by Motilal Oswal Asset Management Company Ltd. (MOAMC) which owns the intellectual property of the methodology of the Basket. MOSt Shares M50 would invest in securities constituting the MOSt 50 Basket in same proportion as in the Basket. 


Visit: <a title="http://www.motilaloswal.com/assetmanagement/" href="/assetmanagement/">www.motilaloswal.com/assetmanagement</a> and <a title="http://www.mostshares.com/" href="http://www.mostshares.com/">www.mostshares.com</a> for more details. 
 
Statutory Details: Constitution: Motilal Oswal Mutual Fund has been set up as a trust under the Indian Trust Act, 1882. Trustee: Motilal Oswal Trustee Company Limited. Investment Manager: Motilal Oswal Asset Management Company Ltd. Sponsor: Motilal Oswal Securities Ltd.
Scheme Classification &amp; Investment Objective: Motilal Oswal MOSt Shares M50 ETF (MOSt Shares M50), an open ended Exchange Traded Fund that seeks investment return that corresponds (before fees and expenses) generally to the performance of the MOSt 50 Basket (Underlying Basket), subject to tracking error. Asset Allocation: Securities constituting MOSt 50 Basket: 95%-100%; Debt and Money market instruments and cash at call: 0-5%. The total exposure to Derivatives would be restricted to 10% of the net assets of the Scheme. Load: Entry Load: Nil Exit Load: Nil Terms of Issue: Minimum Application Amount: On the Exchange: The units of the Scheme are listed on the Capital Market Segment on National Stock Exchange of India Ltd. (NSE). On NSE, the units of the Scheme can be purchased/sold in round lot of 1 unit and in multiples thereafter. Directly with the Fund: The minimum number of units of the Scheme that investors can create/redeem in exchange of portfolio deposit and cash component is 50,000 units and in multiples thereof. The NAV will be calculated and disclosed at the close of every Business Day. Risk Factors: (1) All Mutual Funds and securities investments are subject to market risks and there can be no assurance that the Scheme’s objectives will be achieved (2) As the price / value / interest rates of the securities in which the Scheme invests fluctuates, the Net Asset Value (NAV) of units issued under the Scheme may go up or down depending upon the factors and forces affecting the securities market (3) Past performance of the Sponsor/AMC/Mutual Fund and its affiliates does not indicate the future performance of the Scheme and may not provide a basis of comparison with other investments (4) Motilal Oswal MOSt Shares M50 ETF (MOSt Shares M50) is the name of the Scheme and does not in any manner indicate either the quality of the Scheme, its future prospects and returns. Investors are therefore urged to study the terms of offer carefully and consult their Investment Advisor before they invest in the Scheme (5) The Sponsor is not responsible or liable for any loss or shortfall resulting from the operation of the Mutual Fund beyond the initial contribution made by it of an amount of Rs. 1 Lac towards setting up of the Mutual Fund (6) Motilal Oswal Asset Management Company Limited (MOAMC) has no previous experience in managing a Mutual Fund. The present Scheme is the first Scheme being launched under its management (7) The present Scheme is not a guaranteed or assured return Scheme. Scheme Specific Risk Factors: Investment in the scheme shall be subject to various other risk factors including but not limited to risk associated with investment in Equities such as trading volumes, settlement risk, liquidity risk, default risk, tracking error risk, calculating agent risk, Underlying Basket risk, risk associated with investment in derivatives, risk of fundamentally weighted Basket, risk of total return, etc. 
 
IISL Disclaimer: The MOSt 50 Basket is not sponsored, endorsed, sold or promoted by India Index Services &amp; Products Limited (IISL). MOSt 50 Basket has been developed by MOAMC and IISL has calculated and maintained as per the specifications and requirements of MOAMC.  IISL does not make any representation or warranty, express or implied regarding the advisability of investing in the products linked to MOSt 50 Basket and availing the services generally or particularly or the ability of MOSt 50 Basket to track general stock market performance in India. Please read the full Disclaimers in relation to the MOSt 50 Basket in the Scheme Information Document. S&amp;P Disclaimer: “S&amp;P&#174;” and “Standard and Poor’s&#174;” are trademarks of S&amp;P, and have been licensed for use by India Index Services &amp; Products Limited in connection with the S&amp;P CNX Nifty Index. MOSt Shares M50 is not sponsored, endorsed, sold or promoted by India Index Services &amp; Products Limited ("IISL") or Standard &amp; Poor's ("S&amp;P"), a Delaware limited liability company. Neither IISL nor S&amp;P makes any representation or warranty, express or implied, to the owners of MOSt Shares M50 or any member of the public regarding the advisability of investing in securities generally or in MOSt Shares M50. Please read the full Disclaimers in relation to the S&amp;P CNX Nifty Index in the Scheme Information Document. NSE Disclaimer: It is to be distinctly understood that the permission given by NSE should not in any way be deemed or construed that the Scheme Information Document has been cleared or approved by NSE nor does it certify the correctness or completeness of any of the contents of the Scheme Information Document. The investors are advised to refer to the Scheme Information Document for the full text of the ‘Disclaimer Clause of NSE’.  
  
For further Scheme Specific Risk Factors &amp; other details, Please read the Scheme Information Document (SID) &amp; Statement of Additional Information (SAI) carefully before investing. A copy of SID, SAI and KIM are available at the office of the AMC, R&amp;T, Distributors, or can be downloaded from <a title="http://www.motilaloswal.com/assetmanagement" href="/assetmanagement">www.motilaloswal.com/assetmanagement</a> and <a title="http://www.mostshares.com/" href="http://www.mostshares.com/">www.mostshares.com</a> Investors can also contact us on our toll free number 1800-200-6626 or send email at <a title="mailto:mfservice@motilaloswal.com" href="mailto:mfservice@motilaloswal.com">mfservice@motilaloswal.com</a>
 
 
 
 
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MOSt Shares M50 ETF lists on NSE today

Motilal Oswal Mutual Fund launches MOSt Shares M50 - India’s 1st Fundamentally weighted ETF based on Nifty

<root><Title>MOFSL receives final SEBI nod to set up Mutual Fund Business</Title><Date>2010-01-04</Date><Place>Mumbai</Place><Description> 
Monday 4 January 2010: Motilal Oswal Financial Services (through its subsidiary Motilal Oswal Securities Ltd.) received the final certificate of registration approval from Securities and Exchange Board of India (SEBI) to set up a mutual fund business in the country.
 
Commenting on this development, Dr. PJ Nayak, Chairman, Motilal Oswal Asset Management Company Ltd said, “We are delighted to get the final approval for our mutual fund business. It will be our endeavor to create a differentiated Mutual Fund business in the country”.
 
“We plan to launch our first set of products in early 2010, after obtaining necessary approvals. We are putting in place a robust Management team with a focus on launching products that help expand the Mutual Fund market”, stated Mr. Nitin Rakesh, MD &amp; CEO, Motilal Oswal Asset Management Company Ltd.
 
 
About Motilal Oswal Financial Services Limited
 
Motilal Oswal Financial Services Ltd. (NSE :MOTILALOFS, BSE :532892, BLOOMBERG : MOFS IN) is a well-diversified, financial services company focused on wealth creation for all its customers, such as institutional, corporate, HNI and retail. Its services and product offerings include wealth management, retail broking and distribution, institutional broking, asset management, investment banking, private equity, commodity broking and principal strategies. The company distributes these products through 1,257 business locations spread across 576 cities and the online channel to over 580,667 registered customers. MOFSL has strong research capabilities, which enables them to identify market trends and stocks with high growth potential, facilitating clients to take well- informed and timely decisions. MOFSL was ranked as the Best Brokerage in the ET Now – Starmine Analysts Awards 2009 and was also ranked among the top 2 Local Brokerages in the AsiaMoney and Institutional Investor Brokerage polls 2009.
 
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MOFSL receives final SEBI nod to set up Mutual Fund Business

<root><Title>Mr P J Nayak appointed Chairman at Motilal Oswal Asset Management Company Ltd.</Title><Date>2009-09-07</Date><Place>Mumbai</Place><Description>Mr. PJ Nayak appointed Chairman at Motilal Oswal Asset Management Company Ltd.
 
 
 
Mumbai, September 7, 2009: Motilal Oswal Asset Management Company Ltd, the upcoming Asset Management arm of Motilal Oswal Financial Services Ltd. has appointed Mr. P. J. Nayak as the Chairman on the Board of Directors of the AMC. 
 
Mr. Nayak brings with him rich and varied experience - with more than 19 years in the Financial Sector, straddling policy, regulation and managing institutions, across banking and capital markets. His last assignment was as Chairman &amp; CEO of Axis Bank Ltd. for over 9 years. 
 
Speaking on the appointment, Raamdeo Agrawal; Director, Motilal Oswal Asset Management Company Ltd. said - "With the Indian economy slated to go from 1 trillion USD GDP to 2 trillion USD GDP in the next 5-7 years; these are exciting times for the financial services industry. We are happy to have the experience and knowledge of someone of the stature of Mr Nayak to help our proposed AMC to leverage the full potential offered by this opportunity”.
 
 
For more information please contact:
 
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<td style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: windowtext 1pt solid; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: windowtext 1pt solid; WIDTH: 221.4pt; PADDING-TOP: 0in; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt" width="295">Mr. Hari Krishnan
Motilal Oswal Asset Management Company Ltd
Mob:  +91 9820520392
Ph: +91 22 39825500
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<td style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: windowtext 1pt solid; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: #ece9d8; WIDTH: 221.4pt; PADDING-TOP: 0in; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt" width="295"> 
Alpesh Nakrani / Anirudh Rajan  
Paradigm Shift Public Relations
Mob: +91 9869121167 / +91 9892343828    
Tel:  +91 22 22813797 / 98
 
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