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 Dynamic Fund (Div-A) - 11.4741Motilal Oswal Dynamic Fund (Div-Q) - 11.3172Motilal Oswal Dynamic Fund (G) - 12.198Motilal Oswal Dynamic Fund-Dir (Div-A) - 11.9073Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.6742Motilal Oswal Dynamic Fund-Dir (G) - 12.5759Motilal Oswal Equity Hybrid Fund - Direct (G) - 10.5205Motilal Oswal Equity Hybrid Fund - Regular (G) - 10.3833Motilal Oswal Focused 25 Fund - Direct (D) - 17.0359Motilal Oswal Focused 25 Fund - Direct (G) - 23.1275Motilal Oswal Focused 25 Fund (D) - 15.3928Motilal Oswal Focused 25 Fund (G) - 21.2386Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0051Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.019Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0669Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.0401Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0089Motilal Oswal Liquid Fund - Direct (G) - 10.353Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.003Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0185Motilal Oswal Liquid Fund - Regular (Div-M) - 10.0657Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.0271Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.0187Motilal Oswal Liquid Fund - Regular (G) - 10.3438Motilal Oswal Long Term Equity Fund (D) - 14.5492Motilal Oswal Long Term Equity Fund (G) - 16.4197Motilal Oswal Long Term Equity Fund -Dir (D) - 15.5448Motilal Oswal Long Term Equity Fund -Dir (G) - 17.4523Motilal Oswal Midcap 30 Fund (D) - 16.5984Motilal Oswal Midcap 30 Fund (G) - 23.1851Motilal Oswal Midcap 30 Fund-Dir (D) - 18.0434Motilal Oswal Midcap 30 Fund-Dir (G) - 24.8058Motilal Oswal Multicap 35 Fund (D) - 22.0103Motilal Oswal Multicap 35 Fund (G) - 24.9829Motilal Oswal Multicap 35 Fund-Dir(D) - 23.2709Motilal Oswal Multicap 35 Fund-Dir(G) - 26.2726Motilal Oswal Nasdaq 100 FOF - Direct (G) - 11.5604Motilal Oswal Nasdaq 100 FOF - Regular (G) - 11.5305Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 9.1389Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 9.156Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 9.1454Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 9.2769Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 9.1491Motilal Oswal Ultra Short Term Fund - Dir (G) - 12.9491Motilal Oswal Ultra Short Term Fund (Div-D) - 9.1422Motilal Oswal Ultra Short Term Fund (Div-F) - 9.1517Motilal Oswal Ultra Short Term Fund (Div-M) - 9.1427Motilal Oswal Ultra Short Term Fund (Div-Q) - 9.2756Motilal Oswal Ultra Short Term Fund (Div-W) - 9.1455Motilal Oswal Ultra Short Term Fund (G) - 12.5919

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 http://www.motilaloswalmf.com/knowledge-centre/5-keys-of-investing/5-key-features-of-systematic-investment-plan-sip/11

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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