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) - 11.5872Motilal Oswal Dynamic Fund (Div-Q) - 11.5698Motilal Oswal Dynamic Fund (G) - 12.0055Motilal Oswal Dynamic Fund-Dir (Div-A) - 11.8452Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.786Motilal Oswal Dynamic Fund-Dir (G) - 12.2347Motilal Oswal Focused 25 Fund - Direct (D) - 17.1437Motilal Oswal Focused 25 Fund - Direct (G) - 22.6134Motilal Oswal Focused 25 Fund (D) - 15.7577Motilal Oswal Focused 25 Fund (G) - 21.0636Motilal Oswal Long Term Equity Fund (D) - 15.9032Motilal Oswal Long Term Equity Fund (G) - 17.6005Motilal Oswal Long Term Equity Fund -Dir (D) - 16.7233Motilal Oswal Long Term Equity Fund -Dir (G) - 18.4334Motilal Oswal Midcap 30 Fund (D) - 19.9634Motilal Oswal Midcap 30 Fund (G) - 25.1201Motilal Oswal Midcap 30 Fund-Dir (D) - 21.227Motilal Oswal Midcap 30 Fund-Dir (G) - 26.4905Motilal Oswal Multicap 35 Fund (D) - 23.9701Motilal Oswal Multicap 35 Fund (G) - 26.0683Motilal Oswal Multicap 35 Fund-Dir(D) - 25.013Motilal Oswal Multicap 35 Fund-Dir(G) - 27.1156Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 10.0005Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 10.0078Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 10.0192Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 10.0914Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 10.0076Motilal Oswal Ultra Short Term Fund - Dir (G) - 13.8607Motilal Oswal Ultra Short Term Fund (Div-D) - 10.0111Motilal Oswal Ultra Short Term Fund (Div-F) - 10.0067Motilal Oswal Ultra Short Term Fund (Div-M) - 10.0176Motilal Oswal Ultra Short Term Fund (Div-Q) - 10.0956Motilal Oswal Ultra Short Term Fund (Div-W) - 10.0079Motilal Oswal Ultra Short Term Fund (G) - 13.5012

How frequently do you check your portfolio? Very often or occasionally?

It is essential to manage one’s portfolio  and irrespective of there being no hard and fast rule on monitoring the same, the manner in which an investor checks his or her portfolio can affect the investments and investment strategy. Read below to know the difference between the two approaches;

Investors who constantly monitor their portfolio

As per the above graph, an investor of the first kind checks his or her portfolio too often. There can be different reasons for the investor to constantly monitor the portfolio, one being that the investor is new to the investment space while the most common factor could be that the investor is very conscious of the asset allocation and the performance of his investments. The investor keeps a tab on the market movements and panics during a market crash or a dip. This can affect their financial well-being since the investor is compelled to withdraw his or her money or hastily pull out stocks. This investor has a very short-term approach. To explain this, let’s take the example of a person making ice-cream. Here, he adds all the required ingredients in the correct proportion, sets in a mould and keeps it to refrigerate. However, he frequently opens the freezer and checks the mould too often. His impatience doesn’t let the mixture to freeze and doesn’t get the desired result.

Investors who occasionally monitor their portfolio

The other kind of investor follows a different pattern of managing his or her portfolio. Here again, there could be varying factors for the investor to occasionally glance through the portfolio. One reason could be that the investor has enough experience in the investment domain; while another could be that he or she carefully plans the allocation of their assets and then monitors the portfolio at set intervals. This investor choses to let his investments grow with time and doesn’t panic during market correction. Also, there could be possibilities that the investor relies on the advice of his financial advisor who is experienced enough and gives the investor right advice. It is usually advisable that one should check their portfolio once or twice a year. Taking the example of the ice-cream, this person also mixes the ingredients correctly and places it in the mould. He then puts the mould in the refrigerator and allows it to freeze overnight. It is only until the next morning that he takes a look at the mould and since he allowed it to freeze well; he gets what he planned for.

How do you manage your portfolio?

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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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