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.

Insight on Mutual Fund schemes shapes the investor. Which investor are you?

An investor needs to carefully decide the assets and structure he wishes to invest and follow. His decision will be based entirely on his comprehension and research. An investor with an in-depth knowledge of the various types of mutual fund schemes will allocate his assets in various investment options However, an investor with little research and knowledge will be able to focus his investment on fewer and structured options. Read below to know more on investment decisions.

Investors with an insight on Mutual Fund schemes

An investor of this type is aware of the various types of mutual fund schemes that are available to him/her. The investor researches more on these schemes and plans accordingly to allocate his investments. Instead of packing his money in the bank or investing in one kind of Mutual Fund product, the investor opts to invest in an array of options such as, Balance funds, ELSS, Fixed Maturity Plan, Debt and Equity Funds, etc. With a keen insight of the market, the investor knows the benefits he shall receive from the diversification of the mutual fund portfolio.  A simple example of this investor can be explained by an artist who has paints on a canvas with different colours. 

Investors with brief insight on Mutual Funds

The second investor, too, invests in mutual funds; however, invests in one or few options. As per the graph, he chooses to invest in Open Ended Equity Mutual Funds and makes ELSS a part of it. The investor may or may not seek expert advice. An investor with this behavior does not diversify his asset allocation rather, focuses on a particular approach of investment. A reason for this could be that the investor prefers to play safe or is simply focused towards his choice. This is the stark difference between the kinds of investors. An investor with this behavior is similar to an artist who prefers to paint with only one or two colours and keeps it minimal.

Which category do you fit in?

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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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Mutual Fund investments are subject to market risks, read all scheme related documents carefully

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