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.
Close
NAV
Motilal Oswal Dynamic Fund (Div-A) - 13.6878Motilal Oswal Dynamic Fund (Div-Q) - 12.0151Motilal Oswal Dynamic Fund (G) - 14.5514Motilal Oswal Dynamic Fund-Dir (Div-A) - 14.0296Motilal Oswal Dynamic Fund-Dir (Div-Q) - 12.1136Motilal Oswal Dynamic Fund-Dir (G) - 15.2822Motilal Oswal Equity Hybrid Fund - Direct (G) - 14.1576Motilal Oswal Equity Hybrid Fund - Regular (G) - 13.6338Motilal Oswal Focused 25 Fund - Direct (D) - 22.2835Motilal Oswal Focused 25 Fund - Direct (G) - 32.4606Motilal Oswal Focused 25 Fund (D) - 20.1646Motilal Oswal Focused 25 Fund (G) - 29.2643Motilal Oswal Large and Midcap Fund - Dir (D) - 12.6429Motilal Oswal Large and Midcap Fund - Dir (G) - 12.6428Motilal Oswal Large and Midcap Fund (D) - 12.3685Motilal Oswal Large and Midcap Fund (G) - 12.3684Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.0078Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0423Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.0157Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0058Motilal Oswal Liquid Fund - Direct (G) - 10.9672Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0074Motilal Oswal Liquid Fund - Regular (Div-M) - 10.0415Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.015Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.013Motilal Oswal Liquid Fund - Regular (G) - 10.9331Motilal Oswal Long Term Equity Fund (D) - 18.6549Motilal Oswal Long Term Equity Fund (G) - 21.0533Motilal Oswal Long Term Equity Fund -Dir (D) - 20.3331Motilal Oswal Long Term Equity Fund -Dir (G) - 22.8282Motilal Oswal Midcap 30 Fund (D) - 21.3245Motilal Oswal Midcap 30 Fund (G) - 29.8501Motilal Oswal Midcap 30 Fund-Dir (D) - 21.9937Motilal Oswal Midcap 30 Fund-Dir (G) - 32.5123Motilal Oswal Multi Asset Fund - Direct (G) - 10.4851Motilal Oswal Multi Asset Fund (G) - 10.414Motilal Oswal Multicap 35 Fund (D) - 27.4026Motilal Oswal Multicap 35 Fund (G) - 31.1037Motilal Oswal Multicap 35 Fund-Dir(D) - 27.577Motilal Oswal Multicap 35 Fund-Dir(G) - 33.1564Motilal Oswal Nasdaq 100 FOF - Direct (G) - 19.9731Motilal Oswal Nasdaq 100 FOF - Regular (G) - 19.8035Motilal Oswal Nifty 50 Index Fund - Direct (G) - 11.9261Motilal Oswal Nifty 50 Index Fund (G) - 11.8751Motilal Oswal Nifty 500 Fund - Direct (G) - 13.4377Motilal Oswal Nifty 500 Fund (G) - 13.3193Motilal Oswal Nifty Bank Index Fund - Direct (G) - 11.7264Motilal Oswal Nifty Bank Index Fund (G) - 11.6236Motilal Oswal Nifty Midcap 150 Index Fund (G) - 14.4811Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 14.6097Motilal Oswal Nifty Next 50 Index Fund - Dir (G) - 11.8439Motilal Oswal Nifty Next 50 Index Fund (G) - 11.7624Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 13.9638Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 14.0883Motilal Oswal S&P 500 Index Fund - Direct (G) - 12.5663Motilal Oswal S&P 500 Index Fund (G) - 12.503Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 9.78Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 9.7991Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 9.7869Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 9.9277Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 9.7909Motilal Oswal Ultra Short Term Fund - Dir (G) - 13.8575Motilal Oswal Ultra Short Term Fund (Div-D) - 9.7797Motilal Oswal Ultra Short Term Fund (Div-F) - 9.7901Motilal Oswal Ultra Short Term Fund (Div-M) - 9.7802Motilal Oswal Ultra Short Term Fund (Div-Q) - 9.9224Motilal Oswal Ultra Short Term Fund (Div-W) - 9.7831Motilal Oswal Ultra Short Term Fund (G) - 13.4698

5 Key things to know about Asset Allocation

Asset allocation simply means apportioning a portfolio’s assets according to an individual’s goals, risk tolerance and investment horizon. Asset allocation is the most basic and important component of investing. Even today, few investors are still not aware of the role asset allocation plays in wealth creation and preservation to achieve financial goals. Read 5 Key things to know about Asset Allocation in Mutual Funds here;

‘This’ does not mean ‘that’

Many at times, few investors confuse asset allocation with diversification. The primary reason for this is that the two terms are often used interchangeably. Asset allocation is the process of deciding the amount of exposure one needs to have in different asset classes. While diversification means how much exposure one needs to give to the multiple securities within a single asset class; asset allocation simply means the percentage or exposure to equities, bonds, cash and other alternate investment avenues. No matter, how strategically you diversify the assets in your equity portfolio; it still does not imply that it is aligned with your financial goals

The ‘tactical’ way of investing

The core motive of all investment strategies is to achieve financial goals. Since equities are believed to be a more aggressive avenue of investments that have the potential to generate higher returns, the asset allocator might give more exposure to equities irrespective of the inherent risk involved. Selection of underlying equity funds are based on research and understanding of the asset allocator

The ‘varying’ nature

Asset allocation is not the same for every portfolio. It relies largely on the level of risk an investor is comfortable with. A person who has financial goals, that he aims to achieve in 2-3 years; his portfolio would have assets allocated differently than a person who’s financial goals will take approximately 10-15 years to achieve. Likewise, asset allocation has different phases in the investment horizon of an investor depending on his requirements and goals

Playing the ‘balancing act’

A very important component of asset allocation is that all investors are required to know  the fine balance between risk and return that helps the investor achieve an ideal and optimally diversified portfolio. Since the main goal of asset allocation is optimal diversification to minimize risk and maximize return; it is crucial to understand the risk-return characteristics of the different asset classes and sub-asset classes. Irrespective of equity having a slightly higher risk involved, they are known to generate returns higher than other asset classes. This could benefit the portfolio of long-term investors who intends to stay invested in equities. Having that in mind, if an investor has invested in more volatile or risk-involved securities for generating higher returns, the investor should also segregate a part of his/her portfolio for other assets to maintain some degree of stability. This is another determinant of a well-diversified portfolio that prevents the portfolio to suffer losses all at once. And this is why it is widely said, “Don’t put all your eggs in one basket”.

Factors that are ‘Dynamic’ and ‘Periodic Rebalancing’

Talking about risks and returns, this brings to another important component investors must know – that is dynamic allocation of assets and periodic rebalancing. Quite often, asset allocation is based on market situation, wherein the portfolio consists of assets allocated dynamically calibrating itself according to the rise and fall of the market. Here, the fund manager exits the underperforming stocks and includes the performing stocks in the portfolio. Also, the portfolio must be reviewed periodically and rebalanced accordingly.

Share this articles
  • FB Comments
  • Other Comments

Subscribe to our newsletter

connect with us :

Facebook
Twitter
Googleplus
YouTube
Most Viewed
difference between investing and trading
5 key differences between investing and trading
5 key characteristics of a good investor
5 Keys To Evaluate Performance Of Your Mutual Funds
5 keys to evaluate performance of your Mutual Funds
Saving vs Investing, Investing
5 key differences between savings and investing
5 key reasons why you need financial planning for better tomorrow

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.

Newsletter
Connect with us
+91-22 40548002 | 8108622222
CIN-U67120MH2008PLC188186

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

KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc), you need not undergo the same process again when you approach another intermediary

Site best viewed in IE 9.0+, Mozila Firefox 4.0+ and Google Chrome at 1024 x 768 pixels resolution