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.
 
Close
NAV
Motilal Oswal Dynamic Fund (Div-A) - 11.6038Motilal Oswal Dynamic Fund (Div-Q) - 11.4452Motilal Oswal Dynamic Fund (G) - 12.3359Motilal Oswal Dynamic Fund-Dir (Div-A) - 12.0201Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.7848Motilal Oswal Dynamic Fund-Dir (G) - 12.6951Motilal Oswal Equity Hybrid Fund - Direct (G) - 10.5365Motilal Oswal Equity Hybrid Fund - Regular (G) - 10.424Motilal Oswal Focused 25 Fund - Direct (D) - 17.4867Motilal Oswal Focused 25 Fund - Direct (G) - 23.7393Motilal Oswal Focused 25 Fund (D) - 15.8303Motilal Oswal Focused 25 Fund (G) - 21.8421Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0051Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.1349Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0686Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.0884Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0078Motilal Oswal Liquid Fund - Direct (G) - 10.2543Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.003Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0656Motilal Oswal Liquid Fund - Regular (Div-M) - 10.0675Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.0176Motilal Oswal Liquid Fund - Regular (G) - 10.2479Motilal Oswal Long Term Equity Fund (D) - 15.2251Motilal Oswal Long Term Equity Fund (G) - 17.1825Motilal Oswal Long Term Equity Fund -Dir (D) - 16.2271Motilal Oswal Long Term Equity Fund -Dir (G) - 18.2183Motilal Oswal Midcap 30 Fund (D) - 17.9475Motilal Oswal Midcap 30 Fund (G) - 25.0695Motilal Oswal Midcap 30 Fund-Dir (D) - 19.4716Motilal Oswal Midcap 30 Fund-Dir (G) - 26.7694Motilal Oswal Multicap 35 Fund (D) - 23.1905Motilal Oswal Multicap 35 Fund (G) - 26.3226Motilal Oswal Multicap 35 Fund-Dir(D) - 24.4817Motilal Oswal Multicap 35 Fund-Dir(G) - 27.6395Motilal Oswal Nasdaq 100 FOF - Direct (G) - 11.1921Motilal Oswal Nasdaq 100 FOF - Regular (G) - 11.1709Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 9.0338Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 9.0508Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 9.0403Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 9.1703Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 9.0439Motilal Oswal Ultra Short Term Fund - Dir (G) - 12.8003Motilal Oswal Ultra Short Term Fund (Div-D) - 9.0402Motilal Oswal Ultra Short Term Fund (Div-F) - 9.0465Motilal Oswal Ultra Short Term Fund (Div-M) - 9.0376Motilal Oswal Ultra Short Term Fund (Div-Q) - 9.1689Motilal Oswal Ultra Short Term Fund (Div-W) - 9.0403Motilal Oswal Ultra Short Term Fund (G) - 12.4471

Why Equity?

Knowledge Center Why Equity?
Inflation is the biggest destroyer of purchasing power. Over FY79-17 inflation on an average has been 7.26%, eroding purchasing power of Rs. by 95%.



Source: Bloomberg, MOAMC Internal Analysis. Data as on Apr 30, 2017

Investing may be defined as the process of gaining higher purchasing power over time (i.e. net of inflation and taxes).

In fixed income investing, the average annual post-tax return works out to about 7%. If the same is reinvested, over 20 years, the security would be worth about 4x its original value. Hypothetically, if inflation also turns out to be 7%, then even after 20 years, there is zero increase in purchasing power.

In contrast, equities in India have delivered average annual return of 17% (S & P Sensex / CNX Nifty)(Source: www.bseindia.com and www.nseindia.com). At this rate, over 20 years, the original holding will rise to 23x. Adjusted for inflation, purchasing power would rise almost 6x (23 ÷ 4).

Further, we believe that by disciplined application of a sound investment philosophy, it is possible to outperform the market. If the average annual return works out to 25%, over 20 years, the original investment will grow 87x i.e. a massive 22x increase in purchasing power (87 ÷ 4).

Finally, as the graph below clearly shows, over the last 35 years, equity has outperformed fixed income and gold by a huge margin.


Source: Bloomberg, MOAMC Internal Analysis. Data as on Apr 30, 2017

Disclaimer: The above graph is used to explain the concept and is for illustration purpose only and should not use for development or implementation of an investment strategy. Past performance may or may not be sustained in future.

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.
Newsletter
+91-22 40548002 | 8108622222
Site best viewed in IE 9.0+, Mozila Firefox 4.0+ and Google Chrome at 1024 x 768 pixels resolution Disclaimer | Privacy Policy | Feedback | Subscribe our rss feed