Why Movi ?

Most Market indices are price indices that provide market levels. As time elapses , fundamentals of the market change. Therefore , even when markets may be at a certain measured level, they may have become cheap or expensive .

MOVI helps investors gauge the investment attractiveness of the markets. In essence , MOVI helps investors in understanding if the markets are cheap or expensive.

What is a MOVI Plan ?

Key Objectives

1]Most Market indices are price indices that provide market levels. As time elapses , fundamentals of the market change. Therefore , even when markets may be at a certain measured level, they may have become cheap or expensive .

2]MOVI helps investors gauge the investment attractiveness of the markets. In essence , MOVI helps investors in understanding if the markets are cheap or expensive.

How Does the MOVI Pack Plan work ?

Investor puts money into MOSt Ultra Short Term Bond

Investor chooses type of Investment i.e. One Time investment or Systematic transfer plan

Money is transferred to MOSt Focused 25, MOSt Focused Midcap 30 & MOSt Focused Multicap 35 based as per the allocation matrix based on Movi levels.

Investor states the tenure of tenure of the MOVI Pack Plan in case of Systematic option.

Fresh and/or existing investments are mobilized as per allocation matrix at the defined periodicity.

About Motilal Oswal Value Index [MOVI]

Motilal Oswal Value Index [MOVI] Helps Gauge Equity Market.

Dividend Yield

A financial ratio that shows how much a company pays out in dividends each year relative to its share price. In the absence of any capital gains, the dividend yield is the return on investment for a stock.

Why Dividend Yield Is Not Used As An Indicator Alone?

If You're An Income Investor, A Stock's Dividend Yield Might Well Be The Only Valuation Measurement That Matters To You. On The Other Hand, If You're In The Growth Stocks Camp,Dividend Yield (Or The Lack Of One) Would Be Meaningless.

E.g .Cyclical stocks may be valued fairly by dividend yields of steady, mature businesses, such as utilities and banks, are generally good dividend payers.

Our investment philosophy – ‘Buy Right: Sit Tight’

A Philosophy Distilled From Over 25 Years Of Wealth Creation Expertise Of Motilal Oswal Securities Ltd (Our Sponsors)

Buy Right Stock Characteristics
  • ‘Q’uality : Quality Of Business And Managemen
  • ‘G’rowth : Growth In Earnings And Sustained Roe
  • ‘L’ongevity : Longevity Of The Competitive Advantage/ Economic Moat Of The Business
  • ‘P’rice : Buying A Good Business For A Fair Price Rather Than Buying A Fair Business For A Good Price.
Sit Tight Approach
  • Buy and Hold: We are strictly buy and hold investors and believe that picking the right business needs skill and holding onto these business to enable our investors to benefit from the entire growth cycle, needs even more skill.
  • Focus: Our portfolios are high conviction portfolios with 20 to 25 stocks being our ideal number. We believe in adequate diversification but over-diversification results in diluting returns for our investors and adding market risk.

Key Terms and Conditions

Plan Name

Motilal Oswal Value Index [MOVI] Pack Plan

Transferor Scheme

MOSt Ultra Short Term Bond

Transferee Scheme

MOSt Focused 25, MOSt Focused Midcap 30, MOSt Focused Multicap 35

Types of Investment

One Time Investment or Systematic Transfer Plan

Minimum Investment Amount

Rs. 5,000/- under One Time Investment optio, Rs. 1,000/- per month under Systematic Transfer Plan

Minimum Investment Period

6 installments under Systematic Transfer Plan

Maximum Investment Period

No Maximum Period

Lock-in Period

No Lock-in period

Product Labeling

Name of the SchemeThis product is suitable for investors who are seeking*Riskometer
Motilal Oswal MOSt Focused 25 Fund[MOSt Focused 25]Return by investing in upto 25 companies with long term sustainable competitive advantage and growth potential Investment in Equity and equity related instruments subject to overall limit of 25 companies
Motilal Oswal MOSt Focused Midcap 30 Fund [MOSt Focused Midcap 30]Long-term capital growth Investment in equity and equity related instrument in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth
Motilal Oswal MOSt Focused Multicap 35 Fund[MOSt Focused Multicap 35]Long-term capital growth Investment in a maximum of 35 equity and equity related instruments across sectors and market capitalization levels.
Motilal Oswal MOSt Ultra Short Term Bond Fun [MOSt Ultra Short Term Bond]Optimal returns consistent with moderate levela of risk Investment in debt securities and money market securities with average maturity less than equal to 12 months

*Investors should consult their financial advisors if in doubt whether the product is suitable for them.

DISCLAIMER

This presentation has been prepared and issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material fact and terms and conditions and features of Motilal Oswal MOSt Ultra Short Term Bond Fund, Motilal Oswal MOSt 10 Year Gilt Fund, Motilal Oswal MOSt Focused 25 Fund, Motilal Oswal MOSt Focused Midcap 30 Fund and Motilal Oswal MOSt Focused Multicap 35 Fund. The information / data herein alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions, figures, charts/graphs, estimates and data included in this presentation are as on date and are subject to change without notice. While utmost care has been exercised while preparing this document, Motilal Oswal Asset Management Company Limited does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. The statements contained herein may include statements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Readers shall be fully responsible/liable for any decision taken on the basis of this presentation. No part of this document may be duplicated in whole or in part in any form and/or redistributed without prior written consent of Motilal Oswal Mutual Fund/Motilal Oswal Asset Management Company Limited. Readers should before investing in the Scheme make their own investigation and seek appropriate professional advice. For details on taxation, please refer to the Section on 'Taxation on investing in Mutual Funds' in SAI.

IISL Disclaimer: Motilal Oswal Value Index (MOVI) is not sponsored, endorsed, sold or promoted by India Index Services & Products Limited (IISL). MOVI has been developed by MOAMC and IISL has calculated and maintained as per the specifications and requirements of MOAMC. IISL does not make any representation or warranty, express or implied regarding the advisability of investing in the products linked to MOVI and availing the services generally or particularly or the ability of MOVI to track general stock market performance in India. Please read the full Disclaimers in relation to the MOVI in the Scheme Information Document.

Statutory Details: Constitution: Motilal Oswal Mutual Fund has been set up as a trust under the Indian Trust Act, 1882. Trustee: Motilal Oswal Trustee Company Limited. Investment Manager: Motilal Oswal Asset Management Company Ltd. Sponsor: Motilal Oswal Securities Ltd. Past performance of the Sponsor/ AMC/ Mutual Fund and its affiliates does not indicate the future performance of the scheme and may not provide a basis of comparison with other investments.

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