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) - 12.3468Motilal Oswal Dynamic Fund (Div-Q) - 12.178Motilal Oswal Dynamic Fund (G) - 13.1257Motilal Oswal Dynamic Fund-Dir (Div-A) - 12.8652Motilal Oswal Dynamic Fund-Dir (Div-Q) - 12.2454Motilal Oswal Dynamic Fund-Dir (G) - 13.5876Motilal Oswal Equity Hybrid Fund - Direct (G) - 11.5917Motilal Oswal Equity Hybrid Fund - Regular (G) - 11.3794Motilal Oswal Focused 25 Fund - Direct (D) - 19.1258Motilal Oswal Focused 25 Fund - Direct (G) - 25.9645Motilal Oswal Focused 25 Fund (D) - 17.2101Motilal Oswal Focused 25 Fund (G) - 23.746Motilal Oswal Large and Midcap Fund - Dir (D) - 10.5776Motilal Oswal Large and Midcap Fund - Dir (G) - 10.5776Motilal Oswal Large and Midcap Fund (D) - 10.553Motilal Oswal Large and Midcap Fund (G) - 10.553Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.0208Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0371Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.0961Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0129Motilal Oswal Liquid Fund - Direct (G) - 10.5502Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0202Motilal Oswal Liquid Fund - Regular (Div-M) - 10.0368Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.2139Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.0198Motilal Oswal Liquid Fund - Regular (G) - 10.535Motilal Oswal Long Term Equity Fund (D) - 16.3949Motilal Oswal Long Term Equity Fund (G) - 18.5028Motilal Oswal Long Term Equity Fund -Dir (D) - 17.6014Motilal Oswal Long Term Equity Fund -Dir (G) - 19.7613Motilal Oswal Midcap 30 Fund (D) - 19.0069Motilal Oswal Midcap 30 Fund (G) - 26.5492Motilal Oswal Midcap 30 Fund-Dir (D) - 20.7486Motilal Oswal Midcap 30 Fund-Dir (G) - 28.5249Motilal Oswal Multicap 35 Fund (D) - 23.3886Motilal Oswal Multicap 35 Fund (G) - 26.5474Motilal Oswal Multicap 35 Fund-Dir(D) - 24.8011Motilal Oswal Multicap 35 Fund-Dir(G) - 28Motilal Oswal Nasdaq 100 FOF - Direct (G) - 12.4321Motilal Oswal Nasdaq 100 FOF - Regular (G) - 12.3817Motilal Oswal Nifty 500 Fund - Direct (G) - 10.9397Motilal Oswal Nifty 500 Fund (G) - 10.922Motilal Oswal Nifty Bank Index Fund - Direct (G) - 11.594Motilal Oswal Nifty Bank Index Fund (G) - 11.5752Motilal Oswal Nifty Midcap 150 Index Fund (G) - 10.9406Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 10.9583Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 10.5826Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 10.5998Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 9.3312Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 9.3487Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 9.3379Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 9.4721Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 9.3416Motilal Oswal Ultra Short Term Fund - Dir (G) - 13.2216Motilal Oswal Ultra Short Term Fund (Div-D) - 9.3346Motilal Oswal Ultra Short Term Fund (Div-F) - 9.3443Motilal Oswal Ultra Short Term Fund (Div-M) - 9.3351Motilal Oswal Ultra Short Term Fund (Div-Q) - 9.4707Motilal Oswal Ultra Short Term Fund (Div-W) - 9.3379Motilal Oswal Ultra Short Term Fund (G) - 12.8568

5 Key Secrets of Focused Portfolios

You must have heard, too many cooks spoil the broth. Similarly, while making a portfolio, remember, too many stocks spoil the performance of the portfolio. If you are an equity investor, in quest of knowing everything about everything you end up knowing nothing. This is more probably because your portfolio may have a higher number of stocks while you aren’t really able to concentrate on any. You don’t need 100 stocks to make money, 15-20 good names will do the trick. Wealth creation in equity is an art; let us inform you about the 5 Key secrets of focused portfolios

Risk diversification

Focused Stock Portfolio

Having a portfolio with multiple stocks does not really help you diversify risk. Studies show that the risk is inversely proportional to the total number of stocks in the portfolio. Let us simplify it further, the graph here shows a reduction in risk as the number of stocks rise but after 20 stocks in portfolio risk remains constant. The stocks after the first 20 will have no change in risk showing the minimal risk. Considerably, having too many stocks does not really add up to your portfolio for a long term wealth creation.

Long Tail stocks in portfolio

Stock Market Investor Guide

You just need adequate quality stocks in your portfolio and then you’re set to sit tight and hold onto your holdings for years to reap the benefits. The long tail stocks bring down the quality of your portfolio and impact the overall performance of your portfolio in long-term compared to the focused stocks in your portfolio.

Focused Portfolios have higher conviction

High conviction investment

Too many stocks in your portfolio signify lesser conviction, hence it may adversely affect the qualitative portion of stocks in your portfolio. Focused portfolios are scientific and process driven portfolios with higher probability of being right. Unlike the long tailed portfolios, focused portfolios stick to fundamentals and it’s not a spray and pray game.

Focused portfolios are easier to manage

Focused Portfolio

Let’s consider an example of a classroom, a smaller number of students with a similar approach to studying together would give a better overall result than a class of 100 students with different approaches to studies. This is the result of focus on overall growth of the class by the trainer. Similarly, the qualitative stocks in your portfolio may give a better overall performance when they are managed well. There is a high possibility of weakening the performance of the overall portfolio due to the stocks which do not do well and tend to be difficult to manage due to higher number of total stocks in the portfolio. Investors with a good wealth creation strategy invest in a few stocks with a great quality and manage the portfolio smartly. They do not want to try and play with the stocks that may not pass their parameters of quality. Thus having an adequate small number of quality stocks is manageable and allows higher opportunities to learn and implement strategies.

Focused portfolios signify quality

Focused Portfolio, Quality Portfolio investing

A focused portfolio must hold the stocks which possess enough potential to give higher returns. A smart investor will not want to dilute her/his concentration on the stocks that do not add a significant value even after considering the power of compounding. Quality of portfolio is also determined by adequate attention given to the stocks in your portfolio. The quality of stocks thus is one of the most important characteristics of the focused portfolios. Focused portfolio serves as a key factor in long term wealth creation. The quality of stocks and the limited number of stocks in the portfolio signify the overall good quality of portfolio and higher conviction for performance and vice versa.

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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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