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) - 11.8174Motilal Oswal Dynamic Fund (Div-Q) - 11.7491Motilal Oswal Dynamic Fund (G) - 12.2439Motilal Oswal Dynamic Fund-Dir (Div-A) - 12.1078Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.997Motilal Oswal Dynamic Fund-Dir (G) - 12.506Motilal Oswal Focused 25 Fund - Direct (D) - 18.076Motilal Oswal Focused 25 Fund - Direct (G) - 23.8432Motilal Oswal Focused 25 Fund (D) - 16.5623Motilal Oswal Focused 25 Fund (G) - 22.1392Motilal Oswal Long Term Equity Fund (D) - 16.3846Motilal Oswal Long Term Equity Fund (G) - 18.1333Motilal Oswal Long Term Equity Fund -Dir (D) - 17.2769Motilal Oswal Long Term Equity Fund -Dir (G) - 19.0436Motilal Oswal Midcap 30 Fund (D) - 21.6244Motilal Oswal Midcap 30 Fund (G) - 27.2101Motilal Oswal Midcap 30 Fund-Dir (D) - 23.0676Motilal Oswal Midcap 30 Fund-Dir (G) - 28.7875Motilal Oswal Multicap 35 Fund (D) - 24.8406Motilal Oswal Multicap 35 Fund (G) - 27.015Motilal Oswal Multicap 35 Fund-Dir(D) - 25.9779Motilal Oswal Multicap 35 Fund-Dir(G) - 28.1616Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 10.0005Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 10.0016Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 10.0314Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 10.1097Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 10.0059Motilal Oswal Ultra Short Term Fund - Dir (G) - 14.1115Motilal Oswal Ultra Short Term Fund (Div-D) - 10.0111Motilal Oswal Ultra Short Term Fund (Div-F) - 10.0014Motilal Oswal Ultra Short Term Fund (Div-M) - 10.0303Motilal Oswal Ultra Short Term Fund (Div-Q) - 10.1145Motilal Oswal Ultra Short Term Fund (Div-W) - 10.0063Motilal Oswal Ultra Short Term Fund (G) - 13.7309

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.
Site best viewed in IE 9.0+, Mozila Firefox 4.0+ and Google Chrome at 1024 x 768 pixels resolution
Toll Free Number : 1800-200-6626
KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc), you need not undergo the same process again when you approach another intermediary