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.
Motilal Oswal Dynamic Fund (Div-A) - 11.313Motilal Oswal Dynamic Fund (Div-Q) - 11.1716Motilal Oswal Dynamic Fund (G) - 11.7213Motilal Oswal Dynamic Fund-Dir (Div-A) - 11.6192Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.437Motilal Oswal Dynamic Fund-Dir (G) - 12.0014Motilal Oswal Equity Hybrid Fund - Direct (G) - 9.7921Motilal Oswal Equity Hybrid Fund - Regular (G) - 9.7667Motilal Oswal Focused 25 Fund - Direct (D) - 16.4931Motilal Oswal Focused 25 Fund - Direct (G) - 21.7553Motilal Oswal Focused 25 Fund (D) - 15.0614Motilal Oswal Focused 25 Fund (G) - 20.1329Motilal Oswal Long Term Equity Fund (D) - 14.593Motilal Oswal Long Term Equity Fund (G) - 16.1506Motilal Oswal Long Term Equity Fund -Dir (D) - 15.4351Motilal Oswal Long Term Equity Fund -Dir (G) - 17.0135Motilal Oswal Midcap 30 Fund (D) - 18.6057Motilal Oswal Midcap 30 Fund (G) - 23.4117Motilal Oswal Midcap 30 Fund-Dir (D) - 19.9169Motilal Oswal Midcap 30 Fund-Dir (G) - 24.8556Motilal Oswal Multicap 35 Fund (D) - 22.3829Motilal Oswal Multicap 35 Fund (G) - 24.3422Motilal Oswal Multicap 35 Fund-Dir(D) - 23.4656Motilal Oswal Multicap 35 Fund-Dir(G) - 25.4381Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 9.4874Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 9.5052Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 9.4943Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 9.6308Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 9.498Motilal Oswal Ultra Short Term Fund - Dir (G) - 13.443Motilal Oswal Ultra Short Term Fund (Div-D) - 9.4943Motilal Oswal Ultra Short Term Fund (Div-F) - 9.5008Motilal Oswal Ultra Short Term Fund (Div-M) - 9.4914Motilal Oswal Ultra Short Term Fund (Div-Q) - 9.6293Motilal Oswal Ultra Short Term Fund (Div-W) - 9.4943Motilal Oswal Ultra Short Term Fund (G) - 13.0721

5 Key facilities offered by Mutual Funds and their benefits

While there are various categories of Mutual Fund schemes, there are different varieties of facilities as well. These facilites can be opted by the investor to direct their Mutual Fund investments to make regular investments, to transfer funds from one scheme to another scheme, to withdraw a fixed amount etc. Read 5 Key plans offered by Mutual Funds and their benefits here;

A plan that helps you invest systematically

A popular plan offered by all Mutual Fund houses, Systematic Investment Plan or SIP as referred commonly is an efficient plan for investors to make regular & disciplined investments without needing to time the market. SIP can help you achieve your financial goals by starting with a small sum of amount (amount as low as Rs. 500/- or Rs. 1000/-) invested periodically. It also prevents you from timing the market with its automatic market timing mechanism of Rupee-Cost Averaging. Another notable feature of SIP is ‘Power of Compounding’ where the periodic investments generate returns over the invested period and similarly the returns upon the previous investment get added to the new investment. To know more about SIP, visit

A plan that helps transfer funds from A to B

Systematic Transfer Plan (STP) can help you stagger your investments over a period of time and maintain a balance of risk and return. Here, funds are transferred from one fund to the other. This facility is mostly favoured by investors who have invested lumpsum in a liquid or debt fund and want to systematically/periodically transfer to a balanced or equity fund. Otherwise, fund managers use this feature internally to rebalance the portfolio across debt and equities during market volatility. Investors who opt for STP need not bother about cash availability. Alternatively, STP is also known as Systematic Switch Plan

A plan for regular income

Systematic Withdrawal Plan (SWP) is a facility that enables investors to withdraw a fixed amount from the mutual fund scheme they’ve invested in at a monthly, quarterly or annual frequency. Withdrawals can be made irrespective of the market value of the investments and would be subject to the availability of account balance of the investor. If you opt for SWP, you get a tax-advantage where withdrawals under SWP will be the same as applicable to equity and debt funds. Equity investors will have to pay short-term tax gains if the holding is less than 12 months. To make SWP extremely efficient, it is better to start withdrawing one year after the initial investment in case of equity/balanced funds

Transfer dividend from fund A to fund B

Dividend Transfer Plan (DTP) facility offers investors to transfer the dividend declared in a source scheme to a target scheme. This facility offers the investors a benefit because though dividend is being transferred, the original investment remains untouched. Hence, if one opts for DTP from a debt scheme to an equity scheme, only the dividend amount is exposed to the vagaries of the market. This could benefit the equity investor in the long run as the corpus would grow more with the dividend transfers. DTP limits the downside risk of capital erosion as well as helps the in building a corpus of equity assets which possesses the potential of offering higher returns

Appreciate the capital, systematically

While STP refers to a plan where investors invest a lumpsum amount in one scheme and regularly transfer a fixed amount to another scheme. However, in a Capital Appreciation STP, only profits from source fund in excess of a predefined amount are transferred to the target scheme while all other STP features remain the same

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Disclaimer:The information herein alone is not sufficient and should not be used for the development or implementation of an investment strategy and shall not constitute as an investment advice. MOAMC shall not be liable for any direct or indirect loss arising from the use of any information contained in this document. Readers shall be fully responsible for any decision taken on the basis of this document. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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