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 features of asset allocation of your mutual fund schemes

Financial professionals often use the term ‘Asset allocation’.  At times investors do not pay attention to what it means maybe because such jargons confuse the new investors. Asset allocation is nothing but splitting your money in various asset classes to optimize the returns. While thinking of investments, picking up right investments may get confusing if the investing process begins this way. The investing process should start with deciding the adequate and preferable mix with regards to risk, portfolio diversification and expected returns. The technique to balance risk and make diversified investments is called assets allocations. You might have read the asset allocations of the mutual fund schemes you want to invest in. Let’s know more about the 5 key features of assets allocation of your mutual fund schemes.

Goal simplification

Mutual Fund schemes in India

We have mentioned about long term and short term investment goals in previous topics. We assume, by now the importance of simplifying your goals must be clear to you. If you are planning a comfortable retirement after 10 years or a personal vehicle in 3 years you need to allocate your assets according to the period of your goals. It is advisable to allocate your assets in lesser risk investments for short term, while in the long run, invest according to your risk appetite. Check whether the asset allocation of your mutual fund scheme is congruent to your goals.

Risk and returns balance

Best asset allocation mutual funds

If implemented right, it is a technique that balances your risk and returns. Higher risk investments often have caliber for higher returns. Have a better understanding of your risk appetite and risk aversion. Asset allocation helps invest according to your risk aversion. Check riskometer in scheme related documents of the mutual fund schemes before investing.

Percentage of allocation

Financial Planning, Mutual Fund Schemes

Do not completely rely on the investment planning apps and softwares. They are beneficial at times but do prefer discussing with expert professional financial planners. Not all the suits in a store fit you well; you choose the one that is perfect for you. Similarly, financial planners advise mutual fund schemes according to your suitability which mainly depends upon your financial goals and the asset allocation of the mutual fund schemes. Check the asset allocation in scheme details of the mutual fund schemes before investing. Asset allocations ensure your money is diversified in a mix of investment according to your priorities.

Period of investment

period of investment, Time is money

Time is money. Long term investments also earn you compounding returns which help you achieve bigger financial goals. Have a sound understanding of how much time you want to stay invested. Asset allocation thus helps you play safe while you invest to earn returns over the period of time. If you are investing for short term returns, stick to comfortably low risk mutual fund schemes. If you are investing in equity Mutual Fund Schemes for longer term to achieve your distant financial goals invest higher in schemes which offer good quality of equities.

Picking up quality stocks

Equity mutual fund schemes, long term investment

As a direct investor in equity, you may not want to invest in a stock you know very little or nothing of. In case of mutual fund schemes, your expert fund manager does this job for you. Check their portfolio and historical returns to have an idea about the performance of the mutual fund schemes. As per the objectives, these schemes are broadly categorized as large cap, mid cap etc. or the combination of such stocks (multicap) and are managed in accordance by the fund managers. If your mutual fund schemes invest in quality stocks with a higher potential returns for long term, small time market fluctuations are going to be insignificant as a blink. Open ended equity mutual fund schemes for long term investments have wealth creation potential.

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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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