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) - 11.2734Motilal Oswal Dynamic Fund (Div-Q) - 10.8244Motilal Oswal Dynamic Fund (G) - 11.9847Motilal Oswal Dynamic Fund-Dir (Div-A) - 11.4601Motilal Oswal Dynamic Fund-Dir (Div-Q) - 10.7587Motilal Oswal Dynamic Fund-Dir (G) - 12.4842Motilal Oswal Equity Hybrid Fund - Direct (G) - 10.5324Motilal Oswal Equity Hybrid Fund - Regular (G) - 10.2562Motilal Oswal Focused 25 Fund - Direct (D) - 15.3519Motilal Oswal Focused 25 Fund - Direct (G) - 22.3633Motilal Oswal Focused 25 Fund (D) - 14.0059Motilal Oswal Focused 25 Fund (G) - 20.3264Motilal Oswal Large and Midcap Fund - Dir (D) - 8.5518Motilal Oswal Large and Midcap Fund - Dir (G) - 8.5518Motilal Oswal Large and Midcap Fund (D) - 8.4612Motilal Oswal Large and Midcap Fund (G) - 8.4612Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.0097Motilal Oswal Liquid Fund - Direct (Div-M) - 10.03Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.0683Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0058Motilal Oswal Liquid Fund - Direct (G) - 10.768Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0094Motilal Oswal Liquid Fund - Regular (Div-M) - 10.03Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.4197Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.013Motilal Oswal Liquid Fund - Regular (G) - 10.7447Motilal Oswal Long Term Equity Fund (D) - 12.8274Motilal Oswal Long Term Equity Fund (G) - 14.4766Motilal Oswal Long Term Equity Fund -Dir (D) - 13.8579Motilal Oswal Long Term Equity Fund -Dir (G) - 15.5584Motilal Oswal Midcap 30 Fund (D) - 14.2536Motilal Oswal Midcap 30 Fund (G) - 19.9522Motilal Oswal Midcap 30 Fund-Dir (D) - 14.5805Motilal Oswal Midcap 30 Fund-Dir (G) - 21.5537Motilal Oswal Multicap 35 Fund (D) - 18.7708Motilal Oswal Multicap 35 Fund (G) - 21.306Motilal Oswal Multicap 35 Fund-Dir(D) - 18.7768Motilal Oswal Multicap 35 Fund-Dir(G) - 22.5758Motilal Oswal Nasdaq 100 FOF - Direct (G) - 15.0208Motilal Oswal Nasdaq 100 FOF - Regular (G) - 14.9311Motilal Oswal Nifty 50 Index Fund - Direct (G) - 7.885Motilal Oswal Nifty 50 Index Fund (G) - 7.8712Motilal Oswal Nifty 500 Fund - Direct (G) - 8.8274Motilal Oswal Nifty 500 Fund (G) - 8.7857Motilal Oswal Nifty Bank Index Fund - Direct (G) - 7.0395Motilal Oswal Nifty Bank Index Fund (G) - 7.0067Motilal Oswal Nifty Midcap 150 Index Fund (G) - 8.9757Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 9.0182Motilal Oswal Nifty Next 50 Index Fund - Dir (G) - 8.5089Motilal Oswal Nifty Next 50 Index Fund (G) - 8.4853Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 7.9194Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 7.9572Motilal Oswal S&P 500 Index Fund - Direct (G) - 10.4174Motilal Oswal S&P 500 Index Fund (G) - 10.411Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 9.5852Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 9.6031Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 9.592Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 9.7299Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 9.5958Motilal Oswal Ultra Short Term Fund - Dir (G) - 13.5814Motilal Oswal Ultra Short Term Fund (Div-D) - 9.5887Motilal Oswal Ultra Short Term Fund (Div-F) - 9.5989Motilal Oswal Ultra Short Term Fund (Div-M) - 9.5891Motilal Oswal Ultra Short Term Fund (Div-Q) - 9.7286Motilal Oswal Ultra Short Term Fund (Div-W) - 9.5921Motilal Oswal Ultra Short Term Fund (G) - 13.2068

Systematic Investment Plan FAQ's

Knowledge CenterInvestment FAQssystematic investment plan
1. An SIP is a specific amount,invested for a continuous period at regular intervals


2. It is similar to a regular saving scheme like a recurring deposit.


3. It allows the investor to buy units as per a pre decided frequency; the investor decides the amount and also the scheme / scrip to invest in.


4. Due to the principle of cost averaging, more number of units are bought in a falling market and fewer units in a rising  market


5. SIPs allow you to take part in the stock market, without trying to time it, also bringing discipline to your investments.

1. Power of saving:

The power of saving underlines the essence of making money work if only invested at an early age. The longer one delays in investing, the greater the financial burden to meet desired goals. Saving a small sum of money regularly at an early age makes money work with significant impact on wealth accumulation explained through the illustration below.

Illustration:

At end of Year 5% 10% 15% 20%

1

Rs.1,050

Rs.1,110

Rs.1,115

Rs.1,120

5

Rs.1,276

Rs.1,611

Rs.2,011

Rs.2,488

10

Rs.1,623

Rs.2,594

Rs.4,046

Rs.6,192

15

Rs.2,079

Rs.4,177

Rs.8,137

Rs.15,407

25

Rs.3,386

Rs.10,835

Rs.32,919 

Rs.95,396


The above is for illustration purpose only. The SIP amount, tenure of SIP, expected rate of return and unit price are assumed figures for the purpose of explaining the concept of advantages of SIP investments. The actual result may vary from depicted results depending on scheme selected. It should not be construed to be indicative of scheme performance in any manner. Past performance may or may not be sustained in future.


2. Rupee Cost Averaging:

Timing the market is a difficult task. Rupee cost averaging is an automatic market-timing mechanism that eliminates the need to time one`s investments. Here, one need not worry about where share prices or interest are headed as investment of a regular sum is done at regular intervals; with fewer units being bought in a declining market and more units in a rising market. Although SIP does not guarantee profit, it can go a long way in minimizing the effects of investing in volatile markets.


3. Convenience:

Three simple paperless steps to invest in an SIP:


    1.Register for an SIP online


    2.Fill the required details


    3.Ensure availability of funds


4. Disciplined Investing:

It’s the key to investing success. Regular investment makes you disciplined in your savings and also leads to wealth accumulation. Systematic investing is a time-tested discipline that makes it easy to invest automatically. Investing regularly in small amounts can often lead to better results than investing in a lump sum.

An SIP means you commit yourself to investing a fixed amount every month.Let’s say it is Rs. 1000/-. When the market price of shares fall,the investor benefits by purchasing more units; and is protected by-purchasing less when the price rises. Thus the average cost of unit sis always closer to the lower end making the investment profitable.The illustration below explains the benefit of an SIP over a lump sum.


SIP - Rupee Cost Averaging

Lump-Sum Investor SIP Investor
Month Unit Price (Rs.) Investment (Rs.) Unit Purchased^ Investment (Rs.) Units Purchased^

1

50

9,000

180

1,000

20

2

47



1,000

21

3

45



1,000

22

4

44



1,000

23

5

46



1,000

22

6

48



1,000

21

7

49



1,000

20

8

50



1,000

20

9

52



1,000

19

Total Investment

Rs.9,000

Rs.9,000

Total Units Purchased

180

188

Average Unit Price

Rs.50

Rs.48

Value After 9 Months

Rs.9,360

Rs.9,799

^Fractional units ignored

Hence,at the end of the period total units purchased will be 188 & cost per unit will be Rs. 48/-. Thus, the profit from the above investment will amount to Rs. 799/- (Rs. 9,799 – Rs. 9,000)


The above is for illustration purpose only. The SIP amount, tenure of SIP, expected rate of return are assumed figures for the purpose of explaining the concept of advantages of SIP investments. The actual result may vary from depicted results depending on scheme selected. It should not be construed to be indicative of scheme performance in any manner. Past performance may or may not be sustained in future.

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