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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MOSt Focused Dynamic Equity - Direct Plan – Annually Dividend - 12.0577MOSt Focused Dynamic Equity - Direct Plan – Quarterly Dividend - 12.1441MOSt Focused Dynamic Equity - Regular Plan – Annually Dividend - 11.8648MOSt Focused Dynamic Equity - Regular Plan – Quarterly Dividend - 11.9218MOSt Focused 25 Fund- Direct Plan (D) - 19.9042MOSt Focused 25 Fund- Direct Plan (G) - 23.6535MOSt Focused 25 Fund-(D) - 18.5348MOSt Focused 25 Fund-(G) - 22.1333MOSt Focused Long Term (D) - 17.7719MOSt Focused Long Term (G) - 18.4005MOSt Focused Long Term- Direct Plan(D) - 18.558MOSt Focused Long Term- Direct Plan(G) - 19.1937MOSt Focused Midcap 30- Direct Plan(D) - 25.0224MOSt Focused Midcap 30- Direct Plan(G) - 28.4678MOSt Focused Midcap 30(D) - 23.7621MOSt Focused Midcap 30(G) - 27.111MOSt Focused Multicap 35- Direct Plan(D) - 28.2914MOSt Focused Multicap 35- Direct Plan(G) - 28.6402MOSt Focused Multicap 35(D) - 27.2712MOSt Focused Multicap 35(G) - 27.6188MOSt Ultra Short Term Bond Fund-Direct Plan-Fortnightly Dividend Option - 10.0048MOSt Ultra Short Term Bond Fund-Direct Plan-Monthly Dividend Option - 10.0199MOSt Ultra Short Term Bond Fund-Direct Plan-Quarterly Dividend Option - 10.0407MOSt Ultra Short Term Bond Fund-Direct Plan-Weekly Dividend Option - 10.0075MOSt Ultra Short Term Bond Fund-Regular Plan-Fortnightly Dividend Option - 10.0023MOSt Ultra Short Term Bond Fund-Direct Plan- Growth - 13.5785MOSt Ultra Short Term Bond Fund-Direct Plan-Daily Dividend Option - 10.0008MOSt Ultra Short Term Bond Fund-Regular Plan- Growth - 13.2471MOSt Ultra Short Term Bond Fund-Regular Plan-Daily Dividend Option - 10.0109MOSt Ultra Short Term Bond Fund-Regular Plan-Monthly Dividend Payout - 10.0191MOSt Ultra Short Term Bond Fund-Regular Plan-Quarterly Dividend Payout - 10.0488MOSt Ultra Short Term Bond Fund-Regular Plan-Weekly Dividend Option - 10.0072Motilal Oswal Most Focused Dyn Eq Fund (G) - 12.1348Motilal Oswal Most Focused Dynamic Equity Fund-Dir (Div-A) - 12.3283

5 key things you should check before investing in any Mutual Fund schemes

Just the way you perform an extensive research on different features before buying a laptop such as RAM, Processor, Operating System etc., you should also do the same research before you invest in any Mutual Fund scheme. Let us help you with some parameters which will help you choosing a fund.

Past Performance

5 Best Key Things on Mutual Fund Investing

It’s very important to know how the fund has performed in the past across various market cycles. Every fund has been benchmarked to an index to evaluate their performance according to the portfolio construct. The Fund Manager’s job is to outperform the benchmark consistently in the long run. The fund might have delivered 15% CAGR but failed to outperform its benchmark, which means that the fund manager is not at the best of his/her abilities. Understand the past performance, even though that is not an accurate parameter to learn the future performance.

Investment Philosophy

Although the performance of the fund determines the quality of the portfolio, the investment philosophy determines the consistency in the performance. For e.g. if a fund has an investment philosophy of “Buy & Hold” which means the Fund Manager will not churn the portfolio frequently, instead he/she will research the market extensively before he/she buys so that he/she can hold the funds for years to reap the full growth potential returns. This philosophy may suit the investors who believe in wealth creation in the long run.

Portfolio Holdings

Class of the diversification in the portfolio comprises of the holdings of various stocks. A perfect mix of different sectors and limiting it to the beneficial ones determines a good quality portfolio. This may help you understand the quality of the funds. Investing then is a wiser decision with a good holding pattern and diversification across the sectors.

Exit Load

This load is charged on the redemption amount, it varies from 1–3% depending upon the fund. Since the exit load is deducted on the redemption value, the higher the value, the higher will be the exit load. Hence you should be very careful about the exit load being charged on the fund. However, here are funds available without any exit load too.

Product Labeling

As SEBI guidelines has made it mandatory, every scheme has been labeled according to the level of risk involved through pictorial representation called Riskometer. The level of risk has been categorized  as Low, Moderately low, Moderate, Moderately high and high. Hence it is essential to evaluate your risk tolerance before you choose a scheme.

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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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