BUY RIGHT, SIT TIGHT AND SAVE TAX

This chart depicts, the longer you stay invested in equities, the probability of negative returns diminishes and it becomes 0 after 6 years in Nifty 500.

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

The above chart depicts the daily rolling returns on compounded annualized basis of Nifty 500 from 1 year to 15 year periods since January 1, 2002. It provides the maximum, minimum and average returns derived for all these time periods. Total number of time periods: 1 year: 3,922; 2 years: 3,668; 3 years: 3,414; 4 years: 3,163; 5 years: 2,913; 6 years: 2,664, 7 years: 2,417; 8 years: 2,174; 9 years: 1,922; 10 years: 1,675; 11 years: 1,424; 12 years: 1,174; 13 years: 931; 14 years: 683; 15 years: 436. Data as on 30-Sep-2018. The above chart is provided for illustration purpose only. Motilal Oswal AMC does not provide any guarantee/assurance any minimum or maximum returns. Past performance may or may not be sustained in future.

Source: Analysis by MOAMC Internal Research.

When you invest in certain schemes like ELSS, Public Provident Fund, certain Bank Fixed Deposits etc. you can claim up to 1,50,000 as a deduction from your gross total income in a financial year under Section 80C of Income Tax Act, 1961. The Table below will help further explain the how this works

Particulars Without Tax Saving Investments With Tax Saving Investments
Gross Total Income 17,50,000 17,50,000
Exemption u/s 80C of the Income Tax Act, 1961 Nil 1,50,000
Total Income 17,50,000 16,00,000
Tax on Total Income 2,92,500 3,37,500
Tax saved Nil 45,000

*(Calculation based on the current tax slab applicable in the current financial year 2017-18)

Illustration of Tax exemption for an individual less than 60 years in receipt of salary income for the assessment year 2015-16. Along with the tax deductions, an ELSS offers you the opportunity to grow your money by investing in the equity market. Long-term capital gains from these funds are tax free in your hands and the lock-in period is only 3 years Furthermore, you can also opt for a Dividend Payout option, thereby realizing some potential gain during the lock-in period, and also choose to invest through a Systematic Investment Plan and bring discipline to your tax planning.

Since inception Motilal Oswal Long Term Equity Fund has delivered over 14.54% annualised returns

1 Year 3 Years Since Inception
CAGR (%) Current Value of Investment of
10000
CAGR (%) Current Value of Investment of
10000
CAGR (%) Current Value of Investment of
10000
Motilal Oswal Long Term Equity Fund -1.60 9,840 14.19 14,889 14.54 16,507
Nifty 500
(Benchmark TRI*)
7.30 10,730 12.49 14,236 8.33 13,439
Nifty 50
(Additional Benchmark TRI*)
13.20 11,320 12.67 14,304 7.70 13,151
NAV (Rs.) Per Unit (16.5071 as on 30-Sep-2018) 16.7750 11.0869 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; ● Ms. Snigdha Sharma has been appointed Associate Fund Manager of the Scheme Motilal Oswal Long Term Equity Fund (MOFLTE) vide addendum dated August 1, 2018 w.e.f. July 23, 2018 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 30-Sep-2018

Low Churn

Reap the full growth potential of stocks

Concentrated Portfolio

We do not buy more than 25-30 stocks reducing the risk of diversification

QGLP

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

Top 10 holdings % to Net Assets
Housing Development Finance Corporation Limited 8.73
HDFC Bank Limited 8.41
Infosys Limited 7.87
IndusInd Bank Limited 6.55
Tata Elxsi Limited 5.05
Eicher Motors Limited 4.85
Maruti Suzuki India Limited 4.77
Petronet LNG Limited 4.34
Eris Lifesciences Limited 3.89
Max Financial Services Limited 3.70
Industry Classification
allocation

*Data as on Aug 31, 2018; Industry classification as recommended by AMFI

Performance of Motilal Oswal Multicap 35 Fund Vs. Nifty 500 Index

1 Year 3 Years Since Inception
CAGR (%) Current Value of Investment of 10000 CAGR (%) Current Value of Investment of 10000 CAGR (%) Current Value of Investment of 10000
Motilal Oswal Multicap 35 Fund -3.76 9,624 11.69 13,932 22.49 24,550
Nifty 500
(Benchmark TRI*)
7.30 10,730 12.49 14,236 14.32 18,082
Nifty 50
(Additional Benchmark TRI*)
13.20 11,320 12.67 14,304 12.95 17,147
NAV (Rs.) Per Unit (24.5499 as on 30-Sep-2018) 25.5093 17.6211 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; ● Ms. Snigdha Sharma has been appointed Associate Fund Manager of the Scheme Motilal Oswal Multicap 35 Fund (MOF35) vide addendum dated August 1, 2018 w.e.f. July 23, 2018, 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 Managers click here.

Data as on 30-Sep-2018

Performance of Motilal Oswal Dynamic Fund Vs. CRISIL Balanced Fund-Aggressive Index


1 Year      Since Inception
CAGR (%) Current Value of Investment of 10000 CAGR (%) Current Value of Investment of 10000
Motilal Oswal Dynamic Fund 0.93 10,093 8.27 11,730
CRISIL Hybrid 35+65 – Aggressive index 6.55 10,655 9.64 12,029
Nifty 50 (Additional Benchmark) 13.20 11,320 13.47 12,889
NAV (Rs.) Per Unit (11.73 : as on 30-Sep-2018) 11.62 10.0000

Date of inception: 27-Sep-2016 ● Incase, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth Option. Different plans have different expense structure. ● Mr. Gautam Sinha Roy is the Fund Manager for equity component since 23-Nov-2016; ● Ms. Snigdha Sharma has been appointed Associate Fund Manager of the Scheme Motilal Oswal Dynamic Fund (MOFDYANAMIC) vide addendum dated August 1, 2018 w.e.f. July 23, 2018 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 30-Sep-2018

Name of the Scheme This product is suitable for investors who are seeking*
Motilal Oswal Long Term Equity Fund (MOFLTE)(An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit) ● Long-term capital growth
● Investment predominantly in equity and equity related instruments;
Motilal Oswal Multicap 35 Fund (MOF35) (Multi Cap Fund - An open ended equity scheme investing across large cap, mid cap, small cap stocks) ● Long-term capital growth
● Investment in a maximum of 35 equity and equity related instruments across sectors and market capitalization levels
Motilal Oswal Dynamic Fund (MOFDYNAMIC) (An open ended dynamic asset allocation fund) ● Long-term capital appreciation
● Investment in equity, derivatives and debt instruments

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

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