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Motilal Oswal Mutual Funds
Motilal Oswal Asset Management Company was incorporated in November 2018 by Motilal Oswal Group. The AMC is responsible for managing the different Motilal Oswal Mutual Fund schemes as well as Portfolio management services. The company also undertakes other business activities pertaining to managing and offering advisory services related to offshore funds, exchange of research, financial consultancy and so on as long as the necessary regulatory approvals are in place.
A mutual fund can be described as an investment fund that is professionally managed by experts in the field. The fund is made up of money pooled from different investors.
Motilal Oswal Asset Management Company follows the “Buy Right, Sit Tight” policy, wherein stocks of quality companies are bought at a reasonable price and staying invested in them for a longer period of time to realize the full growth potential of the companies’ stocks. Motilal Oswal Asset Management Company considered the following factors before investing in a company’s stocks:
Motilal Oswal Liquid Fund
The NAV or price that an investor is charged in an open-ended scheme like Motilal Oswal Liquid Fund is called the subscription or sale price. Pertaining to the SEBI Circular dated June 30th, 2009, the investors are not to be charged any entry load by the scheme. Hence, the Subscription or Sale Price= Applicable NAV. For example, if an investor invests Rs 20000 and the current NAV is Rs.20, then the purchase price will also be Rs.20 and thereby, the investor receives 20000/20 = 1000 units.
The redemption or repurchase price is the NAV or the price at which the open ended scheme redeems, or purchases is units from the investors. This may include exit load, depending on the terms of the scheme. In case exit load is applicable, it is charged as a percentage of the applicable NAV. Hence, Redemption or Repurchase Price= Applicable NAV*(1-Exit Load, if present). For example, if a 2% Exit Load is charged and the Applicable NAV is Rs.10, the Redemption Price per Unit is calculated as Rs.10 * (1-0.02) = Rs.10 * (0.98) which leads to Rs.9.80.
Motilal Oswal Nasdaq 100 Fund Of Fund
Benefits of investing in Motilal Oswal NASDAQ 100 Fund of Funds:
Motilal Oswal NASDAQ 100 Fund of Fund is a passive fund that invests in units of Motilal Oswal NASDAQ 100 ETF, which is an underlying scheme. This underlying scheme has a track record of more than seven years and Motilal Oswal Nasdaq100 Fund of fund allows investors to invest small amounts with higher liquidity.
The NASDAQ 100 Index can be described as an equity index with the top hundred domestic and international non-financial securities that have been listed on the NASDAQ stock exchange in the United States of America. The Fund of Fund offers investors exposure to equity in the United States, thereby diversifying their asset allocation as an investor.
Motilal Oswal NASDAQ 100 ETF is one of India’s first United States-based ETF. It is a rupee denominated investment where the investor level does not fall below the $200k foreign investment cap. This scheme belongs to the high-risk category and offers high returns at the same time.
Motilal Oswal Focused 25 Fund
Motilal Oswal Focused 25 Fund is suitable for investors who are looking for:
This mutual fund is structured to create a portfolio that excels as a medium and long term investment. The ‘360 degree view’ of Motilal Oswal allows the company to identify competitive advantages while picking out which companies to invest in.
The allocations are structured as follows:
Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund is suitable for investors who are looking for:
This fund is considered to be at a moderately high-risk level. The allocations are structured as seen below:
So far the fund has focused on Banks, Finance and Auto Ancillaries as the top three sector exposures. The portfolio comprises of a wide range of sectors as well.
With an investment horizon of medium to long term, this fund is the perfect fit for investors who want to invest with a long term wealth creation view.
Motilal Oswal Multicap 35 Fund
Motilal Oswal Multicap 35 Fund is suitable for investors who are looking for long term capital growth and want to invest in a maximum of thirty-five equity and equity-related instruments across different sectors and market capitalization levels. The portfolio allocation is structured, as seen below:
The fund may invest in foreign securities up to ten per cent of net assets. The fund takes advantage of the ‘360 degree view’ of the company to identify competitive advantages. The top three sectors present in the portfolio include Banks, Software and Finance. The portfolio is well represented across different sectors. The scheme is focused on achieving long term capital appreciation by investing in only up to 35 companies across different sectors based on their market capitalization levels.
Motilal Oswal Long Term Equity Fund
Motilal Oswal Long Term Equity Fund is suitable for investors who are looking for long term capital growth by investing mainly in equity and equity-related instruments. The scheme is rated at a moderately high-risk level. It belongs to the ELSS or Equity Linked Saving Schemes category. ELSS are those mutual funds which allow the investor to save taxes while creating wealth by investing in equities and equity-related instruments. If you are able to bear risk ELSS is a great option. These schemes are actually similar to diversified equity mutual funds.
Although the wealth creation potential of ELSS is high, many investors stay away from them from fear of losing money during market drops. The lock-in period offered by Motilal Oswal Long Term Equity Fund ensures that the short term market volatility is ignored with more focus on wealth creation. In fact, ELSS offers the long term investment that comes with the shortest lock-in period among different Tax Savings investment Avenues.
Motilal Oswal Dynamic Fund
Motilal Oswal Dynamic Fund is suitable for investors who are looking for long term capital appreciation by investing in equity, derivatives and debt instruments. Dynamic Asset allocation is considered to be better than other options as it is often made between equity, debt/cash based on market valuation parameters. It allows rebalancing of decisions based on a well-defined and time tested model that gets rid of biases of any kind. Dynamic asset allocation also helps avoid tax liability. The risk-adjusted returns are similar to investments in equity and with low volatility across market conditions.
The allocation of Motilal Oswal Dynamic Fund is done based on Motilal Oswal Value Index (MOVI). The MOVI values help gauge the equity market valuation. MOVI is calculated by considering Price to Earnings, Dividend Yield of Nifty 50 Index and Price to Book values.
Motilal Oswal Equity Hybrid Fund
Motilal Oswal Equity Hybrid Fund is suitable for investors looking for long term capital appreciation by generating equity-linked returns. By making investments in equity and equity-related instruments. This mutual fund has a moderately high-risk level
Motilal Oswal Equity Hybrid Fund allocated between fixed income and equity instruments. The equity allocation helps with wealth creation over a long period of time and even protects from market volatility by adding stability. Equity hybrid funds usually target returns that are greater than debt funds with lower volatility than equity funds. Equity hybrid funds are considered to be better than equity and debt funds as they display effective allocation of 65% equity and 35% debt. They also display an effective risk at 14.6%
The objective of this fund is to generate equity-linked returns by investing in a mixed portfolio of equity and equity-related instruments, money market instruments, debt, and units issued by Infrastructure Investment Trust (INVITs) and Real Estate Investment Trust (REITs).No exit load is applied for a switch between, Motilal Oswal Midcap 30 Fund, Motilal Oswal Focused 25 Fund, Motilal Oswal Dynamic Fund and Motilal Oswal Multicap 35. Investors also have the option of withdrawing up to 12% per annum of the original investment cost within a year if they have opted for the CashFlow option
Motilal Oswal Ultra Short Term Fund
The MOVI (Motilal Oswal Value Index) Pack Plan is a transfer plan from Motilal Oswal Ultra Short Term Fund to Motilal Oswal Midcap 30 Fund. Motilal Oswal Focused 25 Fund and Motilal Multicap 35 Fund. This Pack allows allocation between equity debt asset classes based on the MOVI (Motilal Oswal Value Index) levels.
The MOVI (Motilal Oswal Value Index) helps assess the equity market. The Index is calculated by considering the Price to Earnings, Dividend Yields of the Nifty 50 Index and Price to Book values. A low MOVI level is a clear indication of cheap market valuation and indicates that one can allocate a higher percentage of their investments as an asset class to Equity. A high MOVI level is a clear indication that the market valuation is on the expensive side and on can reduce their equity allocation if they wish to do so.
Some of the key features of the MOVI Pack Plan include:
The minimum investment amount for the MOVI Pack Plan under the STP enrolment option is Rs.1000 and under the One Time enrolment option is Rs.5000. The MOVI Pack Plan does not have any maximum investment period, allowing investors to take advantage of the plan as long as they desire. Anyone can subscribe to the MOVI Pack Plan by investing in Motilal Oswal Ultra Short Term Bond Fund and enrolling for the MOVI Pack Plan option while filling out the enrolment form.
The MOF-CP or Motilal Oswal CashFlow Plan allows investors to withdraw a fixed sum from their investment in the schemes of Motilal Oswal Mutual Fund at a fixed percentage of the initial investments at a predetermined frequency regardless of the current market value of the investments. However, withdrawals are subject to the availability of the investor’s account balance. The different options available include:
The schemes eligible under Motilal Oswal CashFlow Plan include Motilal Oswal Midcap 30 Fund, Motilal Oswal Focused 25 Fund, Motilal Oswal Dynamic Fund and Motilal Oswal Multicap 35 Fund.
The key benefits offered by this plan include:
1. How does Motilal Oswal CashFlow fund work?
The pay-out is calculated on the basis of the lump sum investment. This is why the plan is valid only for Motilal Oswal plans that offer lump-sum investments. If only a partial redemption is requested, the payouts occur on the original investment cost and not the remaining investment based on the account balance availability. If the account balance is lower than the desired amount, the redemption is allowed for the available amount and then the folio is closed. Opting for Motilal Oswal CashFlow Fund allows investors to get a fixed income each month, quarter or year.
2. What are the documents required for investing in Motilal Oswal Mutual Funds?
3. How to invest in Motilal Oswal Mutual Funds?
There are several different options available to invest in any one of Motilal Oswal Mutual Funds. You can either use the official website to submit the required documents and fill out the application form. You can also walk into the nearest branch and talk to the customer representatives to find out which Mutual Fund offered by Motilal Oswal will meet your requirements. You can also talk to our online customer representative to find out more details about each Mutual Fund.
4. Why should you choose Motilal Oswal Mutual Funds?
This ensures that you, as an investor, will receive the best returns on your investment. After all, every investor is looking for wealth creation when they turn to mutual funds for investments.
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