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) - 12.5295Motilal Oswal Dynamic Fund (Div-Q) - 12.3083Motilal Oswal Dynamic Fund (G) - 13.32Motilal Oswal Dynamic Fund-Dir (Div-A) - 13.0744Motilal Oswal Dynamic Fund-Dir (Div-Q) - 12.2449Motilal Oswal Dynamic Fund-Dir (G) - 13.8086Motilal Oswal Equity Hybrid Fund - Direct (G) - 11.9429Motilal Oswal Equity Hybrid Fund - Regular (G) - 11.7013Motilal Oswal Focused 25 Fund - Direct (D) - 19.7816Motilal Oswal Focused 25 Fund - Direct (G) - 26.8549Motilal Oswal Focused 25 Fund (D) - 17.7751Motilal Oswal Focused 25 Fund (G) - 24.5256Motilal Oswal Large and Midcap Fund - Dir (D) - 11.1682Motilal Oswal Large and Midcap Fund - Dir (G) - 11.1682Motilal Oswal Large and Midcap Fund (D) - 11.1201Motilal Oswal Large and Midcap Fund (G) - 11.1201Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.0114Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0558Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.029Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0058Motilal Oswal Liquid Fund - Direct (G) - 10.6064Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.011Motilal Oswal Liquid Fund - Regular (Div-M) - 10.0548Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.267Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.013Motilal Oswal Liquid Fund - Regular (G) - 10.5892Motilal Oswal Long Term Equity Fund (D) - 17.1172Motilal Oswal Long Term Equity Fund (G) - 19.318Motilal Oswal Long Term Equity Fund -Dir (D) - 18.4047Motilal Oswal Long Term Equity Fund -Dir (G) - 20.6631Motilal Oswal Midcap 30 Fund (D) - 19.9956Motilal Oswal Midcap 30 Fund (G) - 27.9303Motilal Oswal Midcap 30 Fund-Dir (D) - 21.8567Motilal Oswal Midcap 30 Fund-Dir (G) - 30.0483Motilal Oswal Multicap 35 Fund (D) - 24.1126Motilal Oswal Multicap 35 Fund (G) - 27.3691Motilal Oswal Multicap 35 Fund-Dir(D) - 25.5947Motilal Oswal Multicap 35 Fund-Dir(G) - 28.896Motilal Oswal Nasdaq 100 FOF - Direct (G) - 13.6781Motilal Oswal Nasdaq 100 FOF - Regular (G) - 13.6162Motilal Oswal Nifty 50 Index Fund - Direct (G) - 10.0613Motilal Oswal Nifty 50 Index Fund (G) - 10.0582Motilal Oswal Nifty 500 Fund - Direct (G) - 11.3288Motilal Oswal Nifty 500 Fund (G) - 11.3019Motilal Oswal Nifty Bank Index Fund - Direct (G) - 11.5218Motilal Oswal Nifty Bank Index Fund (G) - 11.4944Motilal Oswal Nifty Midcap 150 Index Fund (G) - 11.6024Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 11.6301Motilal Oswal Nifty Next 50 Index Fund - Dir (G) - 10.2153Motilal Oswal Nifty Next 50 Index Fund (G) - 10.2103Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 11.5713Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 11.599Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 9.3843Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 9.4019Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 9.391Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 9.526Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 9.3947Motilal Oswal Ultra Short Term Fund - Dir (G) - 13.2968Motilal Oswal Ultra Short Term Fund (Div-D) - 9.3877Motilal Oswal Ultra Short Term Fund (Div-F) - 9.3975Motilal Oswal Ultra Short Term Fund (Div-M) - 9.3882Motilal Oswal Ultra Short Term Fund (Div-Q) - 9.5246Motilal Oswal Ultra Short Term Fund (Div-W) - 9.3911Motilal Oswal Ultra Short Term Fund (G) - 12.93

5 Key points to build and manage a portfolio

Discipline is one factor that is required in colossal quantities while investing, however managing a portfolio is a separate task altogether which requires thorough planning. Building an ideal portfolio also relies on an investor’s risk-taking abilities, goals and income.
Investors should also consider several points before they commence investing. Read 5 key points to effectively manage a well-rounded portfolio;

Gauge your risk appetite

Before beginning to invest, an investor should be sure whether or not he is willing to take risks or if it’s the other way round. Market volatility is measured by the level of risk tolerance of a particular investor. One who has moderate risk tolerance and would invest in large-cap stocks; opposed to high risk wherein one would choose to invest in small-cap stocks.  

Little is good, too much is bad

A well-rounded portfolio is based on its optimum diversification. A variety of assets perform over varying time frames. Also, within asset classes, sub-sets rise and fall accordingly. Risk appetite decreases as you progress ahead in 5 to 10 years. Diversification of the portfolio is necessary but not over-diversification.  A popular saying ‘Don’t put all your eggs in one basket’ is an indicator that a diversified portfolio is what helps you to achieve your financial goal but an over-diversified does the exact opposite.  A focused curated portfolio with less number of stocks is the most suited. 

Play the balancing act

A very important step towards managing a portfolio is to periodically revisit your portfolio. This way one can observe weather or not a particular asset is performing or not. The performance of the assets should be in line with the conditions of the market and if not, it defeats the purpose of intending to build a portfolio in the first place. In case, any asset class has been unsuccessful in delivering the expected return, one can always re-shuffle the portfolio. 

Track it, but don't panic

Many a times it could be possible that market fluctuations can have a considerable impact on the portfolio. Other times, investors have the habit to incessantly review their portfolio and panic on insignificant market movements. It is strongly recommended that investors should stay invested regardless of any short-term volatility until they achieve their financial goals. It is advisable that investors should keep a track of their portfolio but not to an extent where their observation leads to irrational or emotional behaviour as it is suggestible to avoid incessant portfolio reviewing and stick to tracking it perhaps, once a year. 

Seek professional solution

For a new investor or an investor with some basic understanding of investments, it could be quite a task to assess their portfolio and manage the same with efficacy. Even experienced investors who are not able to make time to analyse their portfolio seek professional guidance and assistance to manage their portfolio. Professional help could be of several kinds, one being where financial advisors or financial planners charge a sum as fee for managing the portfolio. 

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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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Mutual Fund investments are subject to market risks, read all scheme related documents carefully

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