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 Asset Allocation Passive Fund of Fund – Aggressive (G) - 10.1643Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive-Dir (G) - 10.1742Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative (G) - 10.2088Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative-Dir(G) - 10.2197Motilal Oswal Dynamic Fund (Div-A) - 13.067Motilal Oswal Dynamic Fund (Div-Q) - 11.703Motilal Oswal Dynamic Fund (G) - 14.4187Motilal Oswal Dynamic Fund-Dir (Div-A) - 13.2126Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.848Motilal Oswal Dynamic Fund-Dir (G) - 15.2036Motilal Oswal Equity Hybrid Fund - Direct (G) - 14.1715Motilal Oswal Equity Hybrid Fund - Regular (G) - 13.5767Motilal Oswal Flexi Cap Fund(D) - 23.3085Motilal Oswal Flexi Cap Fund(G) - 31.0079Motilal Oswal Flexi Cap Fund-Dir(D) - 23.3068Motilal Oswal Flexi Cap Fund-Dir(G) - 33.1497Motilal Oswal Focused 25 Fund - Direct (D) - 19.0333Motilal Oswal Focused 25 Fund - Direct (G) - 32.5129Motilal Oswal Focused 25 Fund (D) - 17.1387Motilal Oswal Focused 25 Fund (G) - 29.2016Motilal Oswal Large and Midcap Fund - Dir (D) - 13.5238Motilal Oswal Large and Midcap Fund - Dir (G) - 13.5238Motilal Oswal Large and Midcap Fund (D) - 13.1546Motilal Oswal Large and Midcap Fund (G) - 13.1547Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.0043Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0413Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.0434Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0058Motilal Oswal Liquid Fund - Direct (G) - 11.0756Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0042Motilal Oswal Liquid Fund - Regular (Div-M) - 10.0407Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.0414Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.013Motilal Oswal Liquid Fund - Regular (G) - 11.0357Motilal Oswal Long Term Equity Fund (D) - 17.227Motilal Oswal Long Term Equity Fund (G) - 21.9295Motilal Oswal Long Term Equity Fund -Dir (D) - 20.4664Motilal Oswal Long Term Equity Fund -Dir (G) - 23.8792Motilal Oswal Midcap 30 Fund (D) - 19.7366Motilal Oswal Midcap 30 Fund (G) - 32.3076Motilal Oswal Midcap 30 Fund-Dir (D) - 20.3537Motilal Oswal Midcap 30 Fund-Dir (G) - 35.3388Motilal Oswal Multi Asset Fund - Direct (G) - 10.5597Motilal Oswal Multi Asset Fund (G) - 10.4352Motilal Oswal Nasdaq 100 FOF - Direct (G) - 20.6887Motilal Oswal Nasdaq 100 FOF - Regular (G) - 20.4861Motilal Oswal Nifty 50 Index Fund - Direct (G) - 12.1384Motilal Oswal Nifty 50 Index Fund (G) - 12.0667Motilal Oswal Nifty 500 Fund - Direct (G) - 14.0409Motilal Oswal Nifty 500 Fund (G) - 13.8875Motilal Oswal Nifty Bank Index Fund - Direct (G) - 11.6363Motilal Oswal Nifty Bank Index Fund (G) - 11.51Motilal Oswal Nifty Midcap 150 Index Fund (G) - 16.1052Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 16.2841Motilal Oswal Nifty Next 50 Index Fund - Dir (G) - 12.5552Motilal Oswal Nifty Next 50 Index Fund (G) - 12.4384Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 16.5375Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 16.721Motilal Oswal S&P 500 Index Fund - Direct (G) - 13.6581Motilal Oswal S&P 500 Index Fund (G) - 13.558Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 9.8827Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 9.9034Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 9.8897Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 10.032Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 9.8936Motilal Oswal Ultra Short Term Fund - Dir (G) - 14.0027Motilal Oswal Ultra Short Term Fund (Div-D) - 9.8566Motilal Oswal Ultra Short Term Fund (Div-F) - 9.8671Motilal Oswal Ultra Short Term Fund (Div-M) - 9.8572Motilal Oswal Ultra Short Term Fund (Div-Q) - 10.0003Motilal Oswal Ultra Short Term Fund (Div-W) - 9.8601Motilal Oswal Ultra Short Term Fund (G) - 13.5755

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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