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) - 12.7035Motilal Oswal Dynamic Fund (Div-Q) - 11.8996Motilal Oswal Dynamic Fund (G) - 13.505Motilal Oswal Dynamic Fund-Dir (Div-A) - 12.97Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.8768Motilal Oswal Dynamic Fund-Dir (G) - 14.1285Motilal Oswal Equity Hybrid Fund - Direct (G) - 11.9372Motilal Oswal Equity Hybrid Fund - Regular (G) - 11.5569Motilal Oswal Focused 25 Fund - Direct (D) - 17.65Motilal Oswal Focused 25 Fund - Direct (G) - 25.711Motilal Oswal Focused 25 Fund (D) - 16.0335Motilal Oswal Focused 25 Fund (G) - 23.269Motilal Oswal Large and Midcap Fund - Dir (D) - 10.0223Motilal Oswal Large and Midcap Fund - Dir (G) - 10.0223Motilal Oswal Large and Midcap Fund (D) - 9.8599Motilal Oswal Large and Midcap Fund (G) - 9.8598Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.0103Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0467Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.0723Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0058Motilal Oswal Liquid Fund - Direct (G) - 10.8653Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0099Motilal Oswal Liquid Fund - Regular (Div-M) - 10.0458Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.0659Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.013Motilal Oswal Liquid Fund - Regular (G) - 10.8369Motilal Oswal Long Term Equity Fund (D) - 14.7226Motilal Oswal Long Term Equity Fund (G) - 16.6155Motilal Oswal Long Term Equity Fund -Dir (D) - 15.9764Motilal Oswal Long Term Equity Fund -Dir (G) - 17.9368Motilal Oswal Midcap 30 Fund (D) - 18.0848Motilal Oswal Midcap 30 Fund (G) - 25.3152Motilal Oswal Midcap 30 Fund-Dir (D) - 18.5695Motilal Oswal Midcap 30 Fund-Dir (G) - 27.4504Motilal Oswal Multi Asset Fund - Direct (G) - 10.0283Motilal Oswal Multi Asset Fund (G) - 10.0092Motilal Oswal Multicap 35 Fund (D) - 22.6025Motilal Oswal Multicap 35 Fund (G) - 25.6552Motilal Oswal Multicap 35 Fund-Dir(D) - 22.682Motilal Oswal Multicap 35 Fund-Dir(G) - 27.2712Motilal Oswal Nasdaq 100 FOF - Direct (G) - 17.3321Motilal Oswal Nasdaq 100 FOF - Regular (G) - 17.2074Motilal Oswal Nifty 50 Index Fund - Direct (G) - 9.4927Motilal Oswal Nifty 50 Index Fund (G) - 9.4645Motilal Oswal Nifty 500 Fund - Direct (G) - 10.7682Motilal Oswal Nifty 500 Fund (G) - 10.696Motilal Oswal Nifty Bank Index Fund - Direct (G) - 8.0443Motilal Oswal Nifty Bank Index Fund (G) - 7.9908Motilal Oswal Nifty Midcap 150 Index Fund (G) - 11.7852Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 11.8647Motilal Oswal Nifty Next 50 Index Fund - Dir (G) - 9.7557Motilal Oswal Nifty Next 50 Index Fund (G) - 9.7091Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 11.4687Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 11.5465Motilal Oswal S&P 500 Index Fund - Direct (G) - 11.1872Motilal Oswal S&P 500 Index Fund (G) - 11.1563Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 9.676Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 9.6941Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 9.6829Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 9.8221Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 9.6867Motilal Oswal Ultra Short Term Fund - Dir (G) - 13.7101Motilal Oswal Ultra Short Term Fund (Div-D) - 9.6795Motilal Oswal Ultra Short Term Fund (Div-F) - 9.6898Motilal Oswal Ultra Short Term Fund (Div-M) - 9.68Motilal Oswal Ultra Short Term Fund (Div-Q) - 9.8207Motilal Oswal Ultra Short Term Fund (Div-W) - 9.6829Motilal Oswal Ultra Short Term Fund (G) - 13.3319

5 keys to evaluate performance of your Mutual Funds

Investing in mutual funds has an inherent risk assumed upon the ownership. However, performance of the mutual funds can be quantified with the mathematical calculation of the historical returns. The correlation of the potential risk and the potential returns constantly put forth the opportunities to invest in mutual funds and drive maximum potential returns with minimum underlying risk.

Risk adjusted returns

5 Keys To Evaluate Performance Of Your Mutual Funds

Risk adjusted returns are the calculative returns your funds make compared to the risk indicated over the period of time. If compared, a couple of mutual funds which drive the same percentage of returns over the same period of time, the lesser risk funds have a higher Risk Adjusted Returns.

Benchmark

Benchmarking is the measurement of quality of the funds against the standard measurements. It is a point of reference compared to the funds peer markets. Irrespective of the objectives of investment in mutual funds, benchmark helps you gauge the performance of your investment against the market competition. Considering historical returns against the market conditions will help you determine the relevance of the performance benchmark for your investments. However, historical return is not a reliable indicator of future results.

Relative Performance with peers

Relative performance with peers is a yardstick of the effectiveness of your mutual fund of the same category. Mutual Funds actively try to top the ranking of the fund universe. Intended towards a higher return for the determined period of value learning, the relative peer performance is recommended.

Quality of stocks in the portfolio

Quality of stocks in the portfolio is reflected in its ability to drive superior returns on capital invested for a specific period of time. It is wise to check the industry leadership position of the mutual fund. Quality of the stocks in the portfolio would reflect in returns hence in the performance. Qualitative statistics and historical performance of mutual funds would help evaluating the performance.

Track record and competence of the fund manager

Your fund manager is an important person who makes investment decisions and stock selection in the portfolio. Understand your fund manager’s competence according to his/her fund management knowledge and ability. Your fund manager’s past performance would be a good parameter to track his/her record and could turn to be of a great value for your investments. 

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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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