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) - 10.1087Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive (G) - 11.2416Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive-Dir (G) - 11.3423Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative (G) - 10.9439Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative-Dir(G) - 11.0474Motilal Oswal Dynamic Fund (Div-A) - 13.2694Motilal Oswal Dynamic Fund (Div-Q) - 11.4889Motilal Oswal Dynamic Fund (G) - 15.5653Motilal Oswal Dynamic Fund-Dir (Div-A) - 13.6654Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.8517Motilal Oswal Dynamic Fund-Dir (G) - 16.7031Motilal Oswal Equity Hybrid Fund - Direct (G) - 16.3788Motilal Oswal Equity Hybrid Fund - Regular (G) - 15.3496Motilal Oswal Flexi Cap Fund(D) - 23.8271Motilal Oswal Flexi Cap Fund(G) - 34.0117Motilal Oswal Flexi Cap Fund-Dir(D) - 24.1218Motilal Oswal Flexi Cap Fund-Dir(G) - 36.8088Motilal Oswal Focused 25 Fund - Direct (D) - 20.3712Motilal Oswal Focused 25 Fund - Direct (G) - 37.3245Motilal Oswal Focused 25 Fund (D) - 18.0419Motilal Oswal Focused 25 Fund (G) - 32.9699Motilal Oswal Large and Midcap Fund - Dir (D) - 16.0077Motilal Oswal Large and Midcap Fund - Dir (G) - 17.2004Motilal Oswal Large and Midcap Fund (D) - 15.2583Motilal Oswal Large and Midcap Fund (G) - 16.3735Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.0235Motilal Oswal Liquid Fund - Direct (Div-M) - 10.038Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.0113Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0138Motilal Oswal Liquid Fund - Direct (G) - 11.6454Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0228Motilal Oswal Liquid Fund - Regular (Div-M) - 10.0378Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.0112Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.0208Motilal Oswal Liquid Fund - Regular (G) - 11.5793Motilal Oswal Long Term Equity Fund (D) - 19.2023Motilal Oswal Long Term Equity Fund (G) - 26.2448Motilal Oswal Long Term Equity Fund -Dir (D) - 23.211Motilal Oswal Long Term Equity Fund -Dir (G) - 29.0775Motilal Oswal Midcap 30 Fund (D) - 29.3982Motilal Oswal Midcap 30 Fund (G) - 51.5724Motilal Oswal Midcap 30 Fund-Dir (D) - 30.8197Motilal Oswal Midcap 30 Fund-Dir (G) - 57.3333Motilal Oswal MSCI EAFE Top 100 Select Index Fund (G) - 8.634Motilal Oswal Multi Asset Fund - Direct (G) - 10.9688Motilal Oswal Multi Asset Fund (G) - 10.6409Motilal Oswal Nifty 200 Momentum 30 Index Fund - Direct (G) - 9.5375Motilal Oswal Nifty 50 Index Fund - Direct (G) - 14.5164Motilal Oswal Nifty 50 Index Fund (G) - 14.3501Motilal Oswal Nifty 500 Fund - Direct (G) - 17.042Motilal Oswal Nifty 500 Fund (G) - 16.7033Motilal Oswal Nifty Bank Index Fund - Direct (G) - 14.2485Motilal Oswal Nifty Bank Index Fund (G) - 13.9524Motilal Oswal Nifty Midcap 150 Index Fund (G) - 20.6089Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 21.0711Motilal Oswal Nifty Next 50 Index Fund - Dir (G) - 14.9673Motilal Oswal Nifty Next 50 Index Fund (G) - 14.693Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 20.2401Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 20.6708Motilal Oswal S&P 500 Index Fund - Direct (G) - 13.6654Motilal Oswal S&P 500 Index Fund (G) - 13.4581Motilal Oswal S&P BSE Enhanced Value Index Fund (G) - 10.2309Motilal Oswal S&P BSE Enhanced Value Index Fund-Dir (G) - 10.2389Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund (G) - 10.0123Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund-Dir (G) - 10.0254Motilal Oswal S&P BSE Low Volatility Index Fund (G) - 10.583Motilal Oswal S&P BSE Quality Index Fund - Dir (G) - 10.2593Motilal Oswal S&P BSE Quality Index Fund (G) - 10.2513Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 10.3567Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 10.3826Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 10.3638Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 10.5142Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 10.3689Motilal Oswal Ultra Short Term Fund - Dir (G) - 14.675Motilal Oswal Ultra Short Term Fund (Div-D) - 10.2428Motilal Oswal Ultra Short Term Fund (Div-F) - 10.2555Motilal Oswal Ultra Short Term Fund (Div-M) - 10.2446Motilal Oswal Ultra Short Term Fund (Div-Q) - 10.3922Motilal Oswal Ultra Short Term Fund (Div-W) - 10.2478Motilal Oswal Ultra Short Term Fund (G) - 14.1074

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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