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.
NAV
Motilal Oswal 5 Year G-Sec Fund of Fund (G) - 9.9112Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive (G) - 10.7594Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive-Dir (G) - 10.8342Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative (G) - 10.5903Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative-Dir(G) - 10.6671Motilal Oswal Dynamic Fund (Div-A) - 12.2454Motilal Oswal Dynamic Fund (Div-Q) - 10.7558Motilal Oswal Dynamic Fund (G) - 14.3641Motilal Oswal Dynamic Fund-Dir (Div-A) - 12.5533Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.0503Motilal Oswal Dynamic Fund-Dir (G) - 15.3445Motilal Oswal Equity Hybrid Fund - Direct (G) - 14.9369Motilal Oswal Equity Hybrid Fund - Regular (G) - 14.0765Motilal Oswal Flexi Cap Fund(D) - 21.2516Motilal Oswal Flexi Cap Fund(G) - 30.3354Motilal Oswal Flexi Cap Fund-Dir(D) - 21.4479Motilal Oswal Flexi Cap Fund-Dir(G) - 32.7285Motilal Oswal Focused 25 Fund - Direct (D) - 18.1263Motilal Oswal Focused 25 Fund - Direct (G) - 33.2114Motilal Oswal Focused 25 Fund (D) - 16.1235Motilal Oswal Focused 25 Fund (G) - 29.4642Motilal Oswal Large and Midcap Fund - Dir (D) - 14.0247Motilal Oswal Large and Midcap Fund - Dir (G) - 15.0694Motilal Oswal Large and Midcap Fund (D) - 13.4406Motilal Oswal Large and Midcap Fund (G) - 14.4228Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.0189Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0497Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.056Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0102Motilal Oswal Liquid Fund - Direct (G) - 11.444Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0183Motilal Oswal Liquid Fund - Regular (Div-M) - 10.0486Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.054Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.0172Motilal Oswal Liquid Fund - Regular (G) - 11.3852Motilal Oswal Long Term Equity Fund (D) - 17.0986Motilal Oswal Long Term Equity Fund (G) - 23.3697Motilal Oswal Long Term Equity Fund -Dir (D) - 20.5726Motilal Oswal Long Term Equity Fund -Dir (G) - 25.7723Motilal Oswal Midcap 30 Fund (D) - 24.2975Motilal Oswal Midcap 30 Fund (G) - 42.6244Motilal Oswal Midcap 30 Fund-Dir (D) - 25.3622Motilal Oswal Midcap 30 Fund-Dir (G) - 47.1809Motilal Oswal MSCI EAFE Top 100 Select Index Fund (G) - 9.497Motilal Oswal Multi Asset Fund - Direct (G) - 10.7394Motilal Oswal Multi Asset Fund (G) - 10.4615Motilal Oswal Nasdaq 100 FOF - Direct (G) - 19.5321Motilal Oswal Nasdaq 100 FOF - Regular (G) - 19.2617Motilal Oswal Nifty 200 Momentum 30 Index Fund - Direct (G) - 8.6397Motilal Oswal Nifty 50 Index Fund - Direct (G) - 13.5208Motilal Oswal Nifty 50 Index Fund (G) - 13.3856Motilal Oswal Nifty 500 Fund - Direct (G) - 15.672Motilal Oswal Nifty 500 Fund (G) - 15.3972Motilal Oswal Nifty Bank Index Fund - Direct (G) - 12.4223Motilal Oswal Nifty Bank Index Fund (G) - 12.2Motilal Oswal Nifty Midcap 150 Index Fund (G) - 18.1868Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 18.5402Motilal Oswal Nifty Next 50 Index Fund - Dir (G) - 13.4656Motilal Oswal Nifty Next 50 Index Fund (G) - 13.2505Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 18.7382Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 19.0865Motilal Oswal S&P 500 Index Fund - Direct (G) - 13.7296Motilal Oswal S&P 500 Index Fund (G) - 13.5487Motilal Oswal S&P BSE Low Volatility Index Fund (G) - 9.9147Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 10.1889Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 10.2137Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 10.1959Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 10.3438Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 10.2009Motilal Oswal Ultra Short Term Fund - Dir (G) - 14.4372Motilal Oswal Ultra Short Term Fund (Div-D) - 10.095Motilal Oswal Ultra Short Term Fund (Div-F) - 10.107Motilal Oswal Ultra Short Term Fund (Div-M) - 10.0967Motilal Oswal Ultra Short Term Fund (Div-Q) - 10.2422Motilal Oswal Ultra Short Term Fund (Div-W) - 10.0999Motilal Oswal Ultra Short Term Fund (G) - 13.9038

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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