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Motilal Motilal Oswal Nifty G-Sec May 2029 Index Fund - Regular (G) - 10.1065Motilal Oswal 5 Year G-Sec Fund of Fund (G) - 10.4329Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive (G) - 11.3565Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive-Dir (G) - 11.4865Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative (G) - 11.1698Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative-Dir(G) - 11.3046Motilal Oswal Balance Advantage Fund (Div-A) - 12.4457Motilal Oswal Balance Advantage Fund (Div-Q) - 10.4524Motilal Oswal Balance Advantage Fund (G) - 14.5991Motilal Oswal Balance Advantage Fund-Dir (Div-A) - 12.8877Motilal Oswal Balance Advantage Fund-Dir (Div-Q) - 10.8433Motilal Oswal Balance Advantage Fund-Dir (G) - 15.7525Motilal Oswal Equity Hybrid Fund - Direct (G) - 15.9982Motilal Oswal Equity Hybrid Fund - Regular (G) - 14.8911Motilal Oswal Flexi Cap Fund(D) - 21.6677Motilal Oswal Flexi Cap Fund(G) - 30.9293Motilal Oswal Flexi Cap Fund-Dir(D) - 22.0225Motilal Oswal Flexi Cap Fund-Dir(G) - 33.6054Motilal Oswal Focused 25 Fund - Direct (D) - 19.1929Motilal Oswal Focused 25 Fund - Direct (G) - 35.1656Motilal Oswal Focused 25 Fund (D) - 16.9066Motilal Oswal Focused 25 Fund (G) - 30.8953Motilal Oswal Large and Midcap Fund - Dir (D) - 16.3437Motilal Oswal Large and Midcap Fund - Dir (G) - 17.5615Motilal Oswal Large and Midcap Fund (D) - 15.4638Motilal Oswal Large and Midcap Fund (G) - 16.5941Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.023Motilal Oswal Liquid Fund - Direct (Div-M) - 10.074Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.1371Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0115Motilal Oswal Liquid Fund - Direct (G) - 11.9702Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0224Motilal Oswal Liquid Fund - Regular (Div-M) - 10.0729Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.1343Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.0186Motilal Oswal Liquid Fund - Regular (G) - 11.8941Motilal Oswal Long Term Equity Fund (D) - 19.2443Motilal Oswal Long Term Equity Fund (G) - 26.3022Motilal Oswal Long Term Equity Fund -Dir (D) - 23.394Motilal Oswal Long Term Equity Fund -Dir (G) - 29.3067Motilal Oswal Midcap 30 Fund (D) - 28.051Motilal Oswal Midcap 30 Fund (G) - 49.209Motilal Oswal Midcap 30 Fund-Dir (D) - 29.5645Motilal Oswal Midcap 30 Fund-Dir (G) - 54.9981Motilal Oswal MSCI EAFE Top 100 Select Index Fund (G) - 10.2794Motilal Oswal Multi Asset Fund - Direct (G) - 11.1383Motilal Oswal Multi Asset Fund (G) - 10.7511Motilal Oswal Nasdaq 100 FOF - Direct (G) - 21.5021Motilal Oswal Nasdaq 100 FOF - Regular (G) - 21.1347Motilal Oswal Nifty 200 Momentum 30 Index Fund - Direct (G) - 8.9358Motilal Oswal Nifty 50 Index Fund - Direct (G) - 14.2939Motilal Oswal Nifty 50 Index Fund (G) - 14.1032Motilal Oswal Nifty 500 Fund - Direct (G) - 16.3101Motilal Oswal Nifty 500 Fund (G) - 15.9385Motilal Oswal Nifty Bank Index Fund - Direct (G) - 14.3377Motilal Oswal Nifty Bank Index Fund (G) - 13.9885Motilal Oswal Nifty G-Sec May 2029 Index Fund - Direct (G) - 10.1072Motilal Oswal Nifty Midcap 150 Index Fund (G) - 19.6155Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 20.129Motilal Oswal Nifty Next 50 Index Fund - Dir (G) - 13.2677Motilal Oswal Nifty Next 50 Index Fund (G) - 12.986Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 19.0868Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 19.5573Motilal Oswal S&P 500 Index Fund - Direct (G) - 14.7716Motilal Oswal S&P 500 Index Fund (G) - 14.5109Motilal Oswal S&P BSE Enhanced Value Index Fund (G) - 11.6887Motilal Oswal S&P BSE Enhanced Value Index Fund-Dir (G) - 11.7326Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund (G) - 8.9567Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund-Dir (G) - 8.9972Motilal Oswal S&P BSE Low Volatility Index Fund (G) - 10.603Motilal Oswal S&P BSE Quality Index Fund - Dir (G) - 10.1113Motilal Oswal S&P BSE Quality Index Fund (G) - 10.0734Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 10.6185Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 10.6459Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 10.6258Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 10.7799Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 10.631Motilal Oswal Ultra Short Term Fund - Dir (G) - 15.0459Motilal Oswal Ultra Short Term Fund (Div-D) - 10.4782Motilal Oswal Ultra Short Term Fund (Div-F) - 10.4925Motilal Oswal Ultra Short Term Fund (Div-M) - 10.48Motilal Oswal Ultra Short Term Fund (Div-Q) - 10.631Motilal Oswal Ultra Short Term Fund (Div-W) - 10.4833Motilal Oswal Ultra Short Term Fund (G) - 14.4316

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Motilal Oswal Value Index (MOVI)

Return / Time
Period
Matrix
MOVI Value Range (%)
<70 70<80 80<90 90<100 100<110 110<120 120<130 130<
6M 45.0 13.9 9.2 10.6 2.8 2.3 8.4 -23.3
12M 56.3 34.6 18.6 24.2 10.0 7.4 1.7 -43.7
24M 39.3 32.7 25.4 19.2 11.7 0.3 -5.0 -1.8
Source: IISL & Internal Analysis
Index Name 20-Mar-2023 5 years Peak 5 years Trough 15 years Peak 15 years Trough
Date Value Date Value Date Value Date Value
Nifty 50 16988.4 01-Dec-22 18812.5 23-Mar-20 7610.25 01-Dec-22 18812.5 27-Oct-08 2524.2
MOVI SPOT 99.95 16-Feb-21 137.06 23-Mar-20 70.77 16-Feb-21 137.06 27-Oct-08 55.2
30 DMA MOVI 102.86 17-Mar-21 135.36 30-Apr-20 83.44 17-Mar-21 135.36 08-Dec-08 64.76
30 DMA MOVI Range Equity Allocation Net Equity Equity Arbitrage Debt Allocation
0   70 100% 100% 0% 0%
70   80 90% 85% - 95% 0% Upto 10 %
80   90 80% 75% - 85% 0% Upto 20 %
90  100 70% 60% - 75% 0% Upto 30 %
100  110 55% 50% - 60% 5% - 35% Upto 35 %
110   120 40% 40% - 50% 20% - 35% Upto 35 %
120   130 25% 30% - 40% 25% - 35% Upto 35 %
130   300 0% 30% - 40% 25% - 35% Upto 35 %
30 DMA MOVI Range Equity Debt Minimum International
Equity Index/ETFs
Minimum Gold ETFs
Less than 70 25.0% - 27.5% 55.0% - 52.5% 10% 10%
70   80 22.5% - 25.0% 57.5% - 55.0% 10% 10 %
80   90 20.0% - 22.5% 60.0% - 57.5% 10% 10 %
90  100 17.5% - 20.0% 62.5% - 60.0% 10% 10%
100  110 15.0% - 17.50% 65.0% - 62.5 10% 10%
110   120 12.5% - 15.0% 67.5% - 65.0% 10% 10%
120   130 10.0% - 12.5% 70.0% - 67.5% 10% 10%
Greater than 130 7.5% - 10.0% 72.5% - 70% 10% 10%
STOCK-PICKING PROCESS
Over the last 21 years, our chairman, Mr. Raamdeo Agrawal has been analyzing the equity market that helped him evolve a unique and focused stock-picking process
  • Q
  • QUALITY
  • Quality of business and Quality of management of the company being evaluated for investment
  • G
  • GROWTH
  • Growth in the company’s
    earnings
  • L
  • LONGEVITY
  • Longevity of both superior quality
    and growth
  • P
  • PRICE
  • Favourable purchase price, the cornerstone of every sound investment decision