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.
Motilal Oswal Dynamic Fund (Div-A) - 11.6727Motilal Oswal Dynamic Fund (Div-Q) - 11.6601Motilal Oswal Dynamic Fund (G) - 11.9382Motilal Oswal Dynamic Fund-Dir (Div-A) - 11.8798Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.8962Motilal Oswal Dynamic Fund-Dir (G) - 12.1464Motilal Oswal Focused 25 Fund - Direct (D) - 18.398Motilal Oswal Focused 25 Fund - Direct (G) - 21.8636Motilal Oswal Focused 25 Fund (D) - 17.0953Motilal Oswal Focused 25 Fund (G) - 20.4143Motilal Oswal Long Term Equity Fund (D) - 16.0923Motilal Oswal Long Term Equity Fund (G) - 17.698Motilal Oswal Long Term Equity Fund -Dir (D) - 16.8838Motilal Oswal Long Term Equity Fund -Dir (G) - 18.499Motilal Oswal Midcap 30 Fund (D) - 21.5627Motilal Oswal Midcap 30 Fund (G) - 24.6016Motilal Oswal Midcap 30 Fund-Dir (D) - 22.7551Motilal Oswal Midcap 30 Fund-Dir (G) - 25.8883Motilal Oswal Multicap 35 Fund (D) - 25.6351Motilal Oswal Multicap 35 Fund (G) - 25.9619Motilal Oswal Multicap 35 Fund-Dir(D) - 26.6347Motilal Oswal Multicap 35 Fund-Dir(G) - 26.9631Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 10.0008Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 10.0141Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 10.0419Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 10.1496Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 10.0166Motilal Oswal Ultra Short Term Fund - Dir (G) - 13.7258Motilal Oswal Ultra Short Term Fund (Div-D) - 10.011Motilal Oswal Ultra Short Term Fund (Div-F) - 10.0117Motilal Oswal Ultra Short Term Fund (Div-M) - 10.0422Motilal Oswal Ultra Short Term Fund (Div-Q) - 10.1506Motilal Oswal Ultra Short Term Fund (Div-W) - 10.0166Motilal Oswal Ultra Short Term Fund (G) - 13.3813

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.


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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