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.
Content
NAV
Motilal Oswal Dynamic Fund (Div-A) - 12.7662Motilal Oswal Dynamic Fund (Div-Q) - 11.9583Motilal Oswal Dynamic Fund (G) - 13.5717Motilal Oswal Dynamic Fund-Dir (Div-A) - 13.048Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.9481Motilal Oswal Dynamic Fund-Dir (G) - 14.2134Motilal Oswal Equity Hybrid Fund - Direct (G) - 12.2938Motilal Oswal Equity Hybrid Fund - Regular (G) - 11.8847Motilal Oswal Focused 25 Fund - Direct (D) - 18.4352Motilal Oswal Focused 25 Fund - Direct (G) - 26.8549Motilal Oswal Focused 25 Fund (D) - 16.7289Motilal Oswal Focused 25 Fund (G) - 24.2781Motilal Oswal Large and Midcap Fund - Dir (D) - 10.1291Motilal Oswal Large and Midcap Fund - Dir (G) - 10.1291Motilal Oswal Large and Midcap Fund (D) - 9.95Motilal Oswal Large and Midcap Fund (G) - 9.95Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.0132Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0521Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.0253Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0082Motilal Oswal Liquid Fund - Direct (G) - 10.8948Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0126Motilal Oswal Liquid Fund - Regular (Div-M) - 10.051Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.0245Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.0153Motilal Oswal Liquid Fund - Regular (G) - 10.8649Motilal Oswal Long Term Equity Fund (D) - 14.9086Motilal Oswal Long Term Equity Fund (G) - 16.8254Motilal Oswal Long Term Equity Fund -Dir (D) - 16.1973Motilal Oswal Long Term Equity Fund -Dir (G) - 18.1849Motilal Oswal Midcap 30 Fund (D) - 17.5377Motilal Oswal Midcap 30 Fund (G) - 24.5493Motilal Oswal Midcap 30 Fund-Dir (D) - 18.0281Motilal Oswal Midcap 30 Fund-Dir (G) - 26.6502Motilal Oswal Multi Asset Fund - Direct (G) - 10.1484Motilal Oswal Multi Asset Fund (G) - 10.1161Motilal Oswal Multicap 35 Fund (D) - 22.8978Motilal Oswal Multicap 35 Fund (G) - 25.9904Motilal Oswal Multicap 35 Fund-Dir(D) - 22.9968Motilal Oswal Multicap 35 Fund-Dir(G) - 27.6496Motilal Oswal Nasdaq 100 FOF - Direct (G) - 18.5953Motilal Oswal Nasdaq 100 FOF - Regular (G) - 18.4552Motilal Oswal Nifty 50 Index Fund - Direct (G) - 9.7987Motilal Oswal Nifty 50 Index Fund (G) - 9.7663Motilal Oswal Nifty 500 Fund - Direct (G) - 10.9386Motilal Oswal Nifty 500 Fund (G) - 10.8592Motilal Oswal Nifty Bank Index Fund - Direct (G) - 8.8564Motilal Oswal Nifty Bank Index Fund (G) - 8.7927Motilal Oswal Nifty Midcap 150 Index Fund (G) - 11.3754Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 11.4584Motilal Oswal Nifty Next 50 Index Fund - Dir (G) - 9.6038Motilal Oswal Nifty Next 50 Index Fund (G) - 9.5527Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 11.1281Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 11.2098Motilal Oswal S&P 500 Index Fund - Direct (G) - 11.5799Motilal Oswal S&P 500 Index Fund (G) - 11.5411Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 9.7078Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 9.726Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 9.7147Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 9.8543Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 9.7185Motilal Oswal Ultra Short Term Fund - Dir (G) - 13.7551Motilal Oswal Ultra Short Term Fund (Div-D) - 9.7113Motilal Oswal Ultra Short Term Fund (Div-F) - 9.7217Motilal Oswal Ultra Short Term Fund (Div-M) - 9.7118Motilal Oswal Ultra Short Term Fund (Div-Q) - 9.853Motilal Oswal Ultra Short Term Fund (Div-W) - 9.7147Motilal Oswal Ultra Short Term Fund (G) - 13.3756

Systematic Investment Plan (SIP)

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

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

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

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

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

An SIP means you commit yourself to investing a fixed amount every month. Let’s say it is Rs. 10000/-. 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 units is always closer to the lower end making the investment profitable. An illustration below explain 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 90,000 1800 10,000 200
2 47

10,000 213
3 45

10,000 222
4 44

10,000 227
5 46

10,000 192
6 48

10,000 208
7 49

10,000 204
8 50

10,000 200
9 52

10,000 192
Total Investment Rs.90,000 Rs.90,000
Total Units Purchased 1800 1884
Average Unit Price Rs.50 Rs.48
Value After 9 Months Rs.93,600 Rs.97,987
^Fractional units ignored

Hence, at the end of the period total units purchased will be 1884 & cost per unit will be Rs. 48/-. Thus, the profit from the above investment will amount to Rs. 7,987/- (Rs. 97,987 – Rs. 90,000)

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.105 Rs.110 Rs.115 Rs.120
5 Rs.128 Rs.161 Rs.201 Rs.249
10 Rs.163 Rs.259 Rs.405 Rs.619
15 Rs.208 Rs.418 Rs.814 Rs.1541
25 Rs.339 Rs.1,083 Rs.3,292 Rs.9,540


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:

3 simple paperless steps to invest in an SIP:

  • Register for an SIP online

  • Fill the required details

  • 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.

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