Performance of our Funds

*as on 31-December-2017

Why Our Funds

Low Churn

Reap the full growth potential of stocks

Concentrated Portfolio

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

QGLP

We buy Quality companies with Growth potential and Longevity advantage at reasonable Price

1 Year 3 Years Since Inception
CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000
MOSt Focused 25 Fund 32.15 13,215.39 12.90 14,391.13 18.09 21,625.40
Nifty 50 Index(Benchmark) 28.65 12,864.59 8.33 12,714.09 12.97 17,608.54
NAV (Rs.) Per Unit (21.6254 as on 31-Dec-2017) 16.3638 15.0269 10.0000

Date of inception: 13-May-13. ● Incase, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth option. Different plans have different expense structure. ● Mr. Siddharth Bothra is the Fund Manager for equity component since 23-Nov-2016; ● Mr. Gautam Sinha Roy is the Co-Fund Manager for equity component since 26- Dec- 2016 and Mr. Abhiroop Mukherjee is the Fund Manager for debt component since inception. ● The scheme has been in existence for less than 5 years.

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

Data as on 31-December-2017

1 Year 3 Years Since Inception
CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000
MOSt Focused Midcap 30 Fund 30.78 13,078.40 17.02 16,023.27 30.63 27,989.60
Nifty Free Float Midcap 100 Index (Benchmark) 47.26 14,725.69 18.86 16,794.14 30.01 27,478.76
Nifty 50 (Additional Benchmark) 28.65 12,864.59 8.33 12,714.09 14.81 17,023.16
NAV (Rs.) Per Unit (27.9896 as on 31-Dec-2017) 21.4014 17.4681 10.0000

Date of inception: 24-Feb-14. ● Incase, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth option. Different plans have different expense structure. ● Mr. Akash Singhania is the Fund Manager for equity component since 28-July-2017; ● Mr. Siddharth Bothra is the Co-Fund Manager for equity component since 28-Jul-2017 and Mr. Abhiroop Mukherjee is the Fund Manager for debt component since 24-Feb-2014. ● The scheme has been in existence for less than 5 years.

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

Data as on 31-December-2017

1 Year 3 Years Since Inception
CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000
MOSt Focused Multicap 35 Fund 43.05 14,305.25 21.14 17,779.31 31.35 27,273.10
Nifty 500 Index (Benchmark) 35.91 13,591.47 11.90 14,011.13 17.03 17,834.54
Nifty 50 (Additional Benchmark) 28.65 12,864.59 8.33 12,714.09 12.80 15,575.08
NAV (Rs.) Per Unit (27.2731 as on 31-Dec-2017) 19.0651 15.3398 10.0000

Date of inception: 28-Apr-14. ● Incase, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth option. Different plans have different expense structure. ● Mr. Gautam Sinha Roy is the Fund Manager for equity component since 5-May-2014; ● Mr. Siddharth Bothra is the Co-Fund Manager for equity component since 23-Nov-2016, Mr. Abhiroop Mukherjee is the Fund Manager for debt component since 28-Apr-2014 and Mr. Swapnil Mayekar for Foreign Securities since 10-Aug-2015. ● The scheme has been in existence for less than 5 years

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

Data as on 31-December-2017

1 Year      Since Inception
CAGR (%) Current Value of Investment of Rs 10000 CAGR (%) Current Value of Investment of Rs 10000
MOSt Focused Long Term Fund 43.96 14,396.17 22.49 18,175.60
Nifty 500 Index (Benchmark) 35.91 13,591.47 10.36 13,367.87
Nifty 50 (Additional Benchmark) 28.65 12,864.59 6.58 12,063.35
NAV (Rs.) Per Unit (18.1756 as on 31-Dec-2017) 12.6253 10.0000

Date of inception: 21-Jan-15. ● Incase, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth Option. Different plans have different expense structure. ● Mr. Gautam Sinha Roy is the Fund Manager for equity component since inception; ● Mr. Siddharth Bothra is the Co-Fund Manager for equity component since 26- Dec- 2016 and Mr. Abhiroop Mukherjee is the Fund Manager for debt component since inception. ● The scheme has been in existence for less than 3 years.

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

Data as on 31-December-2017

Click here to view the performances of the schemes managed by the same Fund Manager

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