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) - 11.42Motilal Oswal Dynamic Fund (Div-Q) - 11.2773Motilal Oswal Dynamic Fund (G) - 11.8322Motilal Oswal Dynamic Fund-Dir (Div-A) - 11.7379Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.5538Motilal Oswal Dynamic Fund-Dir (G) - 12.1239Motilal Oswal Equity Hybrid Fund - Direct (G) - 10.0127Motilal Oswal Equity Hybrid Fund - Regular (G) - 9.9748Motilal Oswal Focused 25 Fund - Direct (D) - 16.9486Motilal Oswal Focused 25 Fund - Direct (G) - 22.3561Motilal Oswal Focused 25 Fund (D) - 15.4633Motilal Oswal Focused 25 Fund (G) - 20.6701Motilal Oswal Long Term Equity Fund (D) - 14.8273Motilal Oswal Long Term Equity Fund (G) - 16.4098Motilal Oswal Long Term Equity Fund -Dir (D) - 15.6968Motilal Oswal Long Term Equity Fund -Dir (G) - 17.302Motilal Oswal Midcap 30 Fund (D) - 18.9042Motilal Oswal Midcap 30 Fund (G) - 23.7873Motilal Oswal Midcap 30 Fund-Dir (D) - 20.2551Motilal Oswal Midcap 30 Fund-Dir (G) - 25.2777Motilal Oswal Multicap 35 Fund (D) - 22.8746Motilal Oswal Multicap 35 Fund (G) - 24.8769Motilal Oswal Multicap 35 Fund-Dir(D) - 23.9985Motilal Oswal Multicap 35 Fund-Dir(G) - 26.0158Motilal Oswal Nasdaq 100 FOF - Direct (G) - 10.3877Motilal Oswal Nasdaq 100 FOF - Regular (G) - 10.3861Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 9.5393Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 9.5572Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 9.5462Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 9.6834Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 9.5499Motilal Oswal Ultra Short Term Fund - Dir (G) - 13.5165Motilal Oswal Ultra Short Term Fund (Div-D) - 9.5463Motilal Oswal Ultra Short Term Fund (Div-F) - 9.5527Motilal Oswal Ultra Short Term Fund (Div-M) - 9.5433Motilal Oswal Ultra Short Term Fund (Div-Q) - 9.682Motilal Oswal Ultra Short Term Fund (Div-W) - 9.5462Motilal Oswal Ultra Short Term Fund (G) - 13.1436

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.
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