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) - 11.839Motilal Oswal Dynamic Fund (Div-Q) - 11.6771Motilal Oswal Dynamic Fund (G) - 12.5859Motilal Oswal Dynamic Fund-Dir (Div-A) - 12.3054Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.8565Motilal Oswal Dynamic Fund-Dir (G) - 12.9963Motilal Oswal Equity Hybrid Fund - Direct (G) - 11.0068Motilal Oswal Equity Hybrid Fund - Regular (G) - 10.8409Motilal Oswal Focused 25 Fund - Direct (D) - 17.786Motilal Oswal Focused 25 Fund - Direct (G) - 24.1457Motilal Oswal Focused 25 Fund (D) - 16.0432Motilal Oswal Focused 25 Fund (G) - 22.1359Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.0135Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0589Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.1278Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0058Motilal Oswal Liquid Fund - Direct (G) - 10.4434Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0131Motilal Oswal Liquid Fund - Regular (Div-M) - 10.058Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.1128Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.013Motilal Oswal Liquid Fund - Regular (G) - 10.4316Motilal Oswal Long Term Equity Fund (D) - 15.3822Motilal Oswal Long Term Equity Fund (G) - 17.3599Motilal Oswal Long Term Equity Fund -Dir (D) - 16.4704Motilal Oswal Long Term Equity Fund -Dir (G) - 18.4914Motilal Oswal Midcap 30 Fund (D) - 18.1836Motilal Oswal Midcap 30 Fund (G) - 25.3993Motilal Oswal Midcap 30 Fund-Dir (D) - 19.8036Motilal Oswal Midcap 30 Fund-Dir (G) - 27.2257Motilal Oswal Multicap 35 Fund (D) - 22.7694Motilal Oswal Multicap 35 Fund (G) - 25.8445Motilal Oswal Multicap 35 Fund-Dir(D) - 24.1042Motilal Oswal Multicap 35 Fund-Dir(G) - 27.2133Motilal Oswal Nasdaq 100 FOF - Direct (G) - 11.8567Motilal Oswal Nasdaq 100 FOF - Regular (G) - 11.8184Motilal Oswal Nifty 500 Fund - Direct (G) - 10.3354Motilal Oswal Nifty 500 Fund (G) - 10.3327Motilal Oswal Nifty Bank Index Fund - Direct (G) - 10.5946Motilal Oswal Nifty Bank Index Fund (G) - 10.5917Motilal Oswal Nifty Midcap 150 Index Fund (G) - 10.4321Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 10.4349Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 10.3473Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 10.3501Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 9.2243Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 9.2416Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 9.2309Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 9.3636Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 9.2346Motilal Oswal Ultra Short Term Fund - Dir (G) - 13.0702Motilal Oswal Ultra Short Term Fund (Div-D) - 9.2277Motilal Oswal Ultra Short Term Fund (Div-F) - 9.2373Motilal Oswal Ultra Short Term Fund (Div-M) - 9.2281Motilal Oswal Ultra Short Term Fund (Div-Q) - 9.3623Motilal Oswal Ultra Short Term Fund (Div-W) - 9.231Motilal Oswal Ultra Short Term Fund (G) - 12.7096

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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