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) - 11.1868Motilal Oswal Dynamic Fund (Div-Q) - 11.1221Motilal Oswal Dynamic Fund (G) - 11.5906Motilal Oswal Dynamic Fund-Dir (Div-A) - 11.4803Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.3752Motilal Oswal Dynamic Fund-Dir (G) - 11.8579Motilal Oswal Equity Hybrid Fund - Direct (G) - 9.6039Motilal Oswal Equity Hybrid Fund - Regular (G) - 9.5911Motilal Oswal Focused 25 Fund - Direct (D) - 16.1897Motilal Oswal Focused 25 Fund - Direct (G) - 21.355Motilal Oswal Focused 25 Fund (D) - 14.7994Motilal Oswal Focused 25 Fund (G) - 19.7827Motilal Oswal Long Term Equity Fund (D) - 14.4531Motilal Oswal Long Term Equity Fund (G) - 15.9956Motilal Oswal Long Term Equity Fund -Dir (D) - 15.2721Motilal Oswal Long Term Equity Fund -Dir (G) - 16.8338Motilal Oswal Midcap 30 Fund (D) - 18.6803Motilal Oswal Midcap 30 Fund (G) - 23.5055Motilal Oswal Midcap 30 Fund-Dir (D) - 19.9758Motilal Oswal Midcap 30 Fund-Dir (G) - 24.929Motilal Oswal Multicap 35 Fund (D) - 21.8998Motilal Oswal Multicap 35 Fund (G) - 23.8168Motilal Oswal Multicap 35 Fund-Dir(D) - 22.9413Motilal Oswal Multicap 35 Fund-Dir(G) - 24.8697Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 9.4293Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 9.447Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 9.4362Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 9.5719Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 9.4398Motilal Oswal Ultra Short Term Fund - Dir (G) - 13.3608Motilal Oswal Ultra Short Term Fund (Div-D) - 9.4362Motilal Oswal Ultra Short Term Fund (Div-F) - 9.4426Motilal Oswal Ultra Short Term Fund (Div-M) - 9.4333Motilal Oswal Ultra Short Term Fund (Div-Q) - 9.5704Motilal Oswal Ultra Short Term Fund (Div-W) - 9.4369Motilal Oswal Ultra Short Term Fund (G) - 12.9922

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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