Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008, having its Registered Office at 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400025.
Motilal Oswal Asset Management Company Ltd. has been appointed as the Investment Manager to Motilal Oswal Mutual Fund by the Trustee vide Investment Management Agreement (IMA) dated May 21, 2009, executed between Motilal Oswal Trustee Company Ltd. and Motilal Oswal Asset Management Company Ltd.
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Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive (G) - 10.6741Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive-Dir (G) - 10.6893Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative (G) - 10.5364Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative-Dir(G) - 10.5532Motilal Oswal Dynamic Fund (Div-A) - 13.5064Motilal Oswal Dynamic Fund (Div-Q) - 12.0966Motilal Oswal Dynamic Fund (G) - 14.9036Motilal Oswal Dynamic Fund-Dir (Div-A) - 13.6715Motilal Oswal Dynamic Fund-Dir (Div-Q) - 12.2594Motilal Oswal Dynamic Fund-Dir (G) - 15.7315Motilal Oswal Equity Hybrid Fund - Direct (G) - 14.9593Motilal Oswal Equity Hybrid Fund - Regular (G) - 14.3119Motilal Oswal Flexi Cap Fund(D) - 24.9521Motilal Oswal Flexi Cap Fund(G) - 33.1944Motilal Oswal Flexi Cap Fund-Dir(D) - 24.9694Motilal Oswal Flexi Cap Fund-Dir(G) - 35.5144Motilal Oswal Focused 25 Fund - Direct (D) - 20.4246Motilal Oswal Focused 25 Fund - Direct (G) - 34.8895Motilal Oswal Focused 25 Fund (D) - 18.3723Motilal Oswal Focused 25 Fund (G) - 31.3034Motilal Oswal Large and Midcap Fund - Dir (D) - 15.0008Motilal Oswal Large and Midcap Fund - Dir (G) - 15.0008Motilal Oswal Large and Midcap Fund (D) - 14.57Motilal Oswal Large and Midcap Fund (G) - 14.57Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.0068Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0442Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.0694Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0083Motilal Oswal Liquid Fund - Direct (G) - 11.1042Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0066Motilal Oswal Liquid Fund - Regular (Div-M) - 10.0434Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.0663Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.0154Motilal Oswal Liquid Fund - Regular (G) - 11.0628Motilal Oswal Long Term Equity Fund (D) - 18.9673Motilal Oswal Long Term Equity Fund (G) - 24.1448Motilal Oswal Long Term Equity Fund -Dir (D) - 22.5586Motilal Oswal Long Term Equity Fund -Dir (G) - 26.3202Motilal Oswal Midcap 30 Fund (D) - 21.9396Motilal Oswal Midcap 30 Fund (G) - 35.9137Motilal Oswal Midcap 30 Fund-Dir (D) - 22.6487Motilal Oswal Midcap 30 Fund-Dir (G) - 39.3237Motilal Oswal Multi Asset Fund - Direct (G) - 10.7049Motilal Oswal Multi Asset Fund (G) - 10.5652Motilal Oswal Nasdaq 100 FOF - Direct (G) - 21.7182Motilal Oswal Nasdaq 100 FOF - Regular (G) - 21.4982Motilal Oswal Nifty 50 Index Fund - Direct (G) - 13.1123Motilal Oswal Nifty 50 Index Fund (G) - 13.0304Motilal Oswal Nifty 500 Fund - Direct (G) - 15.2785Motilal Oswal Nifty 500 Fund (G) - 15.1033Motilal Oswal Nifty Bank Index Fund - Direct (G) - 12.6493Motilal Oswal Nifty Bank Index Fund (G) - 12.505Motilal Oswal Nifty Midcap 150 Index Fund (G) - 17.9037Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 18.1149Motilal Oswal Nifty Next 50 Index Fund - Dir (G) - 13.6955Motilal Oswal Nifty Next 50 Index Fund (G) - 13.5607Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 18.3538Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 18.5688Motilal Oswal S&P 500 Index Fund - Direct (G) - 14.0875Motilal Oswal S&P 500 Index Fund (G) - 13.9767Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 9.91Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 9.9314Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 9.9171Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 10.0598Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 9.921Motilal Oswal Ultra Short Term Fund - Dir (G) - 14.0415Motilal Oswal Ultra Short Term Fund (Div-D) - 9.8772Motilal Oswal Ultra Short Term Fund (Div-F) - 9.8877Motilal Oswal Ultra Short Term Fund (Div-M) - 9.8777Motilal Oswal Ultra Short Term Fund (Div-Q) - 10.0212Motilal Oswal Ultra Short Term Fund (Div-W) - 9.8807Motilal Oswal Ultra Short Term Fund (G) - 13.6038

The Turn of the Decade

Blog Blog Details
  • January 07, 2020
  • Susmit Patodia|
  • Associate Director - PMS
Firstly, Wishing You, Your Family and Your Team A Very Happy New Year And A New Decade

What a finish to the decade it has been - Started with De-Mon to Trump to GST to the Great Slowdown. If you were to cast your minds back to the early part of the decade, it was as tumultuous as today is. It’s almost always like this – Isnt it! That’s what makes our lives interesting and challenging. 

When the offices are near empty, one can take the luxury of stretching their legs and minds to things that are blue sky. While I have spent the last couple of days doing the same, am now taking the liberty of running you through the same as well ?
                            
THE DECADE OF INDIA – There is a very high probability (I would bet >80%) that 2020-30 would be the DECADE OF INDIA. We have everything going for us both from an absolute and relative perspective – Demographics, Access and a Launchpad. The Big Leap to the USD 5 Tn club is within sight  and what an exclusive club it is – China, Japan and USA are the only members

A)Demographics – This has always been the key for any Economy to grow starting from UK in 1900s to US to Japan and lastly China. We are at the beginning of our Demographic Dividend cycle. There are more people who now believe that it may not play out but I am a strong believer in that it will. If you were to study the US in 1980s when they were starting on a similar journey, things were as bad as they are now in India in terms of Unemployment, Civil disturbances. It is always pitch black before the dawn!

B)Access – This has been the biggest leap for India thanks to the mobile revolution. Our biggest issue has been the under-penetration of healthcare, education, and banking infrastructure. JAM trinity and Online Education start-ups have shown us the path towards bridging the gap of physical infrastructure. We sometime under-estimate the digital infrastructure that is now in place and how it will be leveraged

C)Launchpad – Everything can come together but if the country is still very poor or has the wrong social infrastructure, it will not take off. India has a strong federal democracy in place – Recent state elections are a great example of the same and a GDP of USD 2000 per capita is just the right starting speed to achieve escape velocity

If we were to reconnect in 2030, it is very likely that India would be close to a USD 7 Tn GDP and we will all be healthier, wealthier and busier!

Ending this note with my three biggest learnings in the last 12 months

A)COMPOUNDING – We all know and have read about the power of compounding, but you have to internalize it to feel the force. 20% in 10 years is 6x and 20 years is 38x. There is no risk in this equation. The only risk is not sticking around for 20 years!

B)SHOW UP – Whatever one is doing, show up at it every day. It follows from compounding – You can only compound if you are in it. 

C)DON’T BET AGAINST INDIA – If you are going to spend the next 10 years connected with India, don’t bet against it! The simplest and the most important thing that Mr. Warren Buffet did was bet that USA will be better tomorrow than it is today. 

The above ingredients of Optimism, Structural Changes and Long Term Thinking are what we use to create a Q G L P portfolio for our clients. Our endeavor is to compound wealth at an elevated rate for our clients and their investments 

Thanks for the patient reading. HAVE A GREAT YEAR and A GREAT JOURNEY IN THE NEXT DECADE


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