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) - 12.4176Motilal Oswal Dynamic Fund (Div-Q) - 12.1984Motilal Oswal Dynamic Fund (G) - 13.2011Motilal Oswal Dynamic Fund-Dir (Div-A) - 12.9621Motilal Oswal Dynamic Fund-Dir (Div-Q) - 12.1396Motilal Oswal Dynamic Fund-Dir (G) - 13.6899Motilal Oswal Equity Hybrid Fund - Direct (G) - 11.8599Motilal Oswal Equity Hybrid Fund - Regular (G) - 11.6147Motilal Oswal Focused 25 Fund - Direct (D) - 19.6033Motilal Oswal Focused 25 Fund - Direct (G) - 26.6128Motilal Oswal Focused 25 Fund (D) - 17.6091Motilal Oswal Focused 25 Fund (G) - 24.2965Motilal Oswal Large and Midcap Fund - Dir (D) - 11.0957Motilal Oswal Large and Midcap Fund - Dir (G) - 11.0957Motilal Oswal Large and Midcap Fund (D) - 11.0427Motilal Oswal Large and Midcap Fund (G) - 11.0427Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.008Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0688Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.042Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0096Motilal Oswal Liquid Fund - Direct (G) - 10.6201Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0078Motilal Oswal Liquid Fund - Regular (Div-M) - 10.0674Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.2799Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.0166Motilal Oswal Liquid Fund - Regular (G) - 10.6025Motilal Oswal Long Term Equity Fund (D) - 17.085Motilal Oswal Long Term Equity Fund (G) - 19.2816Motilal Oswal Long Term Equity Fund -Dir (D) - 18.3766Motilal Oswal Long Term Equity Fund -Dir (G) - 20.6315Motilal Oswal Midcap 30 Fund (D) - 20.2806Motilal Oswal Midcap 30 Fund (G) - 28.3283Motilal Oswal Midcap 30 Fund-Dir (D) - 22.1749Motilal Oswal Midcap 30 Fund-Dir (G) - 30.4858Motilal Oswal Multicap 35 Fund (D) - 23.9072Motilal Oswal Multicap 35 Fund (G) - 27.136Motilal Oswal Multicap 35 Fund-Dir(D) - 25.3828Motilal Oswal Multicap 35 Fund-Dir(G) - 28.6568Motilal Oswal Nasdaq 100 FOF - Direct (G) - 13.7245Motilal Oswal Nasdaq 100 FOF - Regular (G) - 13.6608Motilal Oswal Nifty 50 Index Fund - Direct (G) - 9.8724Motilal Oswal Nifty 50 Index Fund (G) - 9.8682Motilal Oswal Nifty 500 Fund - Direct (G) - 11.1976Motilal Oswal Nifty 500 Fund (G) - 11.169Motilal Oswal Nifty Bank Index Fund - Direct (G) - 11.2491Motilal Oswal Nifty Bank Index Fund (G) - 11.2204Motilal Oswal Nifty Midcap 150 Index Fund (G) - 11.7316Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 11.7616Motilal Oswal Nifty Next 50 Index Fund - Dir (G) - 10.1914Motilal Oswal Nifty Next 50 Index Fund (G) - 10.1845Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 11.6173Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 11.6472Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 9.3972Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 9.4148Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 9.4039Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 9.5391Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 9.4077Motilal Oswal Ultra Short Term Fund - Dir (G) - 13.3151Motilal Oswal Ultra Short Term Fund (Div-D) - 9.4007Motilal Oswal Ultra Short Term Fund (Div-F) - 9.4104Motilal Oswal Ultra Short Term Fund (Div-M) - 9.4011Motilal Oswal Ultra Short Term Fund (Div-Q) - 9.5378Motilal Oswal Ultra Short Term Fund (Div-W) - 9.404Motilal Oswal Ultra Short Term Fund (G) - 12.9478

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.

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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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