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) - 10.2718Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive (G) - 11.9488Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive-Dir (G) - 12.0662Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative (G) - 11.4208Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative-Dir(G) - 11.5393Motilal Oswal Dynamic Fund (Div-A) - 13.2719Motilal Oswal Dynamic Fund (Div-Q) - 11.3201Motilal Oswal Dynamic Fund (G) - 15.5682Motilal Oswal Dynamic Fund-Dir (Div-A) - 13.694Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.6953Motilal Oswal Dynamic Fund-Dir (G) - 16.7381Motilal Oswal Equity Hybrid Fund - Direct (G) - 17.1752Motilal Oswal Equity Hybrid Fund - Regular (G) - 16.0574Motilal Oswal Flexi Cap Fund(D) - 24.4563Motilal Oswal Flexi Cap Fund(G) - 34.9099Motilal Oswal Flexi Cap Fund-Dir(D) - 24.7923Motilal Oswal Flexi Cap Fund-Dir(G) - 37.832Motilal Oswal Focused 25 Fund - Direct (D) - 21.469Motilal Oswal Focused 25 Fund - Direct (G) - 39.3358Motilal Oswal Focused 25 Fund (D) - 18.9778Motilal Oswal Focused 25 Fund (G) - 34.6802Motilal Oswal Large and Midcap Fund - Dir (D) - 17.1967Motilal Oswal Large and Midcap Fund - Dir (G) - 18.4781Motilal Oswal Large and Midcap Fund (D) - 16.3476Motilal Oswal Large and Midcap Fund (G) - 17.5424Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.0152Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0409Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.1044Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0167Motilal Oswal Liquid Fund - Direct (G) - 11.7537Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0148Motilal Oswal Liquid Fund - Regular (Div-M) - 10.0406Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.1023Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.0236Motilal Oswal Liquid Fund - Regular (G) - 11.6841Motilal Oswal Long Term Equity Fund (D) - 20.5692Motilal Oswal Long Term Equity Fund (G) - 28.113Motilal Oswal Long Term Equity Fund -Dir (D) - 24.9136Motilal Oswal Long Term Equity Fund -Dir (G) - 31.2104Motilal Oswal Midcap 30 Fund (D) - 29.8635Motilal Oswal Midcap 30 Fund (G) - 52.3886Motilal Oswal Midcap 30 Fund-Dir (D) - 31.3671Motilal Oswal Midcap 30 Fund-Dir (G) - 58.3515Motilal Oswal MSCI EAFE Top 100 Select Index Fund (G) - 10.1309Motilal Oswal Multi Asset Fund - Direct (G) - 11.2624Motilal Oswal Multi Asset Fund (G) - 10.9067Motilal Oswal Nasdaq 100 FOF - Direct (G) - 20.3481Motilal Oswal Nasdaq 100 FOF - Regular (G) - 20.0243Motilal Oswal Nifty 200 Momentum 30 Index Fund - Direct (G) - 10.0411Motilal Oswal Nifty 50 Index Fund - Direct (G) - 15.8233Motilal Oswal Nifty 50 Index Fund (G) - 15.6321Motilal Oswal Nifty 500 Fund - Direct (G) - 18.2318Motilal Oswal Nifty 500 Fund (G) - 17.851Motilal Oswal Nifty Bank Index Fund - Direct (G) - 15.7622Motilal Oswal Nifty Bank Index Fund (G) - 15.4151Motilal Oswal Nifty Midcap 150 Index Fund (G) - 21.2772Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 21.7821Motilal Oswal Nifty Next 50 Index Fund - Dir (G) - 15.4953Motilal Oswal Nifty Next 50 Index Fund (G) - 15.1956Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 21.1056Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 21.5795Motilal Oswal S&P 500 Index Fund - Direct (G) - 15.098Motilal Oswal S&P 500 Index Fund (G) - 14.856Motilal Oswal S&P BSE Enhanced Value Index Fund (G) - 11.9446Motilal Oswal S&P BSE Enhanced Value Index Fund-Dir (G) - 11.9663Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund (G) - 10.2114Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund-Dir (G) - 10.2362Motilal Oswal S&P BSE Low Volatility Index Fund (G) - 11.4826Motilal Oswal S&P BSE Quality Index Fund - Dir (G) - 10.9023Motilal Oswal S&P BSE Quality Index Fund (G) - 10.8826Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 10.4479Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 10.4744Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 10.455Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 10.6067Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 10.4602Motilal Oswal Ultra Short Term Fund - Dir (G) - 14.8041Motilal Oswal Ultra Short Term Fund (Div-D) - 10.3249Motilal Oswal Ultra Short Term Fund (Div-F) - 10.3381Motilal Oswal Ultra Short Term Fund (Div-M) - 10.3267Motilal Oswal Ultra Short Term Fund (Div-Q) - 10.4755Motilal Oswal Ultra Short Term Fund (Div-W) - 10.33Motilal Oswal Ultra Short Term Fund (G) - 14.2205

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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