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

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