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 5 Year G-Sec Fund of Fund (G) - 10.06Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive (G) - 11.5619Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive-Dir (G) - 11.6162Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative (G) - 11.1075Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative-Dir(G) - 11.1657Motilal Oswal Dynamic Fund (Div-A) - 14.2389Motilal Oswal Dynamic Fund (Div-Q) - 12.3543Motilal Oswal Dynamic Fund (G) - 15.7118Motilal Oswal Dynamic Fund-Dir (Div-A) - 14.5224Motilal Oswal Dynamic Fund-Dir (Div-Q) - 12.6218Motilal Oswal Dynamic Fund-Dir (G) - 16.7093Motilal Oswal Equity Hybrid Fund - Direct (G) - 16.0407Motilal Oswal Equity Hybrid Fund - Regular (G) - 15.2018Motilal Oswal Flexi Cap Fund(D) - 26.1794Motilal Oswal Flexi Cap Fund(G) - 34.8271Motilal Oswal Flexi Cap Fund-Dir(D) - 26.3385Motilal Oswal Flexi Cap Fund-Dir(G) - 37.4617Motilal Oswal Focused 25 Fund - Direct (D) - 21.6313Motilal Oswal Focused 25 Fund - Direct (G) - 36.9509Motilal Oswal Focused 25 Fund (D) - 19.3139Motilal Oswal Focused 25 Fund (G) - 32.9077Motilal Oswal Large and Midcap Fund - Dir (D) - 18.2642Motilal Oswal Large and Midcap Fund - Dir (G) - 18.2797Motilal Oswal Large and Midcap Fund (D) - 17.5814Motilal Oswal Large and Midcap Fund (G) - 17.5814Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.0085Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0468Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.0201Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.01Motilal Oswal Liquid Fund - Direct (G) - 11.3146Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0082Motilal Oswal Liquid Fund - Regular (Div-M) - 10.0459Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.0194Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.017Motilal Oswal Liquid Fund - Regular (G) - 11.2622Motilal Oswal Long Term Equity Fund (D) - 21.8566Motilal Oswal Long Term Equity Fund (G) - 27.8228Motilal Oswal Long Term Equity Fund -Dir (D) - 26.1947Motilal Oswal Long Term Equity Fund -Dir (G) - 30.5626Motilal Oswal Midcap 30 Fund (D) - 28.5689Motilal Oswal Midcap 30 Fund (G) - 46.7655Motilal Oswal Midcap 30 Fund-Dir (D) - 29.7044Motilal Oswal Midcap 30 Fund-Dir (G) - 51.5741Motilal Oswal MSCI EAFE Top 100 Select Index Fund - Direct (G) - 10.3841Motilal Oswal MSCI EAFE Top 100 Select Index Fund (G) - 10.3751Motilal Oswal Multi Asset Fund - Direct (G) - 11.063Motilal Oswal Multi Asset Fund (G) - 10.8268Motilal Oswal Nasdaq 100 FOF - Direct (G) - 23.9249Motilal Oswal Nasdaq 100 FOF - Regular (G) - 23.6255Motilal Oswal Nifty 50 Index Fund - Direct (G) - 14.7707Motilal Oswal Nifty 50 Index Fund (G) - 14.6431Motilal Oswal Nifty 500 Fund - Direct (G) - 17.3617Motilal Oswal Nifty 500 Fund (G) - 17.0955Motilal Oswal Nifty Bank Index Fund - Direct (G) - 13.7039Motilal Oswal Nifty Bank Index Fund (G) - 13.4947Motilal Oswal Nifty Midcap 150 Index Fund (G) - 20.6177Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 20.9617Motilal Oswal Nifty Next 50 Index Fund - Dir (G) - 15.0571Motilal Oswal Nifty Next 50 Index Fund (G) - 14.8506Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 22.4315Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 22.7931Motilal Oswal S&P 500 Index Fund - Direct (G) - 15.2993Motilal Oswal S&P 500 Index Fund (G) - 15.1267Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 10.0964Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 10.121Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 10.1036Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 10.249Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 10.1076Motilal Oswal Ultra Short Term Fund - Dir (G) - 14.3056Motilal Oswal Ultra Short Term Fund (Div-D) - 10.0199Motilal Oswal Ultra Short Term Fund (Div-F) - 10.031Motilal Oswal Ultra Short Term Fund (Div-M) - 10.0205Motilal Oswal Ultra Short Term Fund (Div-Q) - 10.166Motilal Oswal Ultra Short Term Fund (Div-W) - 10.0235Motilal Oswal Ultra Short Term Fund (G) - 13.8004

Systematic Investment Plan (SIP)

Knowledge CenterInvestment FAQsSystematic Investment Plan
1. An SIP is a specific amount,invested for a continuous period at regular intervals


2. It is similar to a regular saving scheme like a recurring deposit.


3. It allows the investor to buy units as per a pre decided frequency; the investor decides the amount and also the scheme / scrip to invest in.


4. Due to the principle of cost averaging, more number of units are bought in a falling market and fewer units in a rising  market


5. SIPs allow you to take part in the stock market, without trying to time it, also bringing discipline to your investments.

1. Power of saving:

The power of saving underlines the essence of making money work if only invested at an early age. The longer one delays in investing, the greater the financial burden to meet desired goals. Saving a small sum of money regularly at an early age makes money work with significant impact on wealth accumulation explained through the illustration below.

Illustration:

At end of Year 5% 10% 15% 20%

1

Rs.1,050

Rs.1,110

Rs.1,115

Rs.1,120

5

Rs.1,276

Rs.1,611

Rs.2,011

Rs.2,488

10

Rs.1,623

Rs.2,594

Rs.4,046

Rs.6,192

15

Rs.2,079

Rs.4,177

Rs.8,137

Rs.15,407

25

Rs.3,386

Rs.10,835

Rs.32,919 

Rs.95,396


The above is for illustration purpose only. The SIP amount, tenure of SIP, expected rate of return and unit price are assumed figures for the purpose of explaining the concept of advantages of SIP investments. The actual result may vary from depicted results depending on scheme selected. It should not be construed to be indicative of scheme performance in any manner. Past performance may or may not be sustained in future.


2. Rupee Cost Averaging:

Timing the market is a difficult task. Rupee cost averaging is an automatic market-timing mechanism that eliminates the need to time one`s investments. Here, one need not worry about where share prices or interest are headed as investment of a regular sum is done at regular intervals; with fewer units being bought in a declining market and more units in a rising market. Although SIP does not guarantee profit, it can go a long way in minimizing the effects of investing in volatile markets.


3. Convenience:

Three simple paperless steps to invest in an SIP:


    1.Register for an SIP online


    2.Fill the required details


    3.Ensure availability of funds


4. Disciplined Investing:

It’s the key to investing success. Regular investment makes you disciplined in your savings and also leads to wealth accumulation. Systematic investing is a time-tested discipline that makes it easy to invest automatically. Investing regularly in small amounts can often lead to better results than investing in a lump sum.

An SIP means you commit yourself to investing a fixed amount every month.Let’s say it is Rs. 1000/-. When the market price of shares fall,the investor benefits by purchasing more units; and is protected by-purchasing less when the price rises. Thus the average cost of unit sis always closer to the lower end making the investment profitable.The illustration below explains the benefit of an SIP over a lump sum.


SIP - Rupee Cost Averaging

Lump-Sum Investor SIP Investor
Month Unit Price (Rs.) Investment (Rs.) Unit Purchased^ Investment (Rs.) Units Purchased^

1

50

9,000

180

1,000

20

2

47



1,000

21

3

45



1,000

22

4

44



1,000

23

5

46



1,000

22

6

48



1,000

21

7

49



1,000

20

8

50



1,000

20

9

52



1,000

19

Total Investment

Rs.9,000

Rs.9,000

Total Units Purchased

180

188

Average Unit Price

Rs.50

Rs.48

Value After 9 Months

Rs.9,360

Rs.9,799

^Fractional units ignored

Hence,at the end of the period total units purchased will be 188 & cost per unit will be Rs. 48/-. Thus, the profit from the above investment will amount to Rs. 799/- (Rs. 9,799 – Rs. 9,000)


The above is for illustration purpose only. The SIP amount, tenure of SIP, expected rate of return are assumed figures for the purpose of explaining the concept of advantages of SIP investments. The actual result may vary from depicted results depending on scheme selected. It should not be construed to be indicative of scheme performance in any manner. Past performance may or may not be sustained in future.

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