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  • ETF
  • Open Ended Equity Funds

Motilal Oswal M50 ETF

“Motilal Oswal MOSt Shares M50 ETF (MOSt Shares M50) is an open ended exchange traded fund that seeks investment return that corresponds (before fees and expenses) generally to the performance of the Nifty 50 Index (Underlying Index), subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.”

Motilal Oswal Midcap 100 ETF

Motilal Oswal MOSt Shares Midcap 100 Exchange Traded Fund (MOSt Shares Midcap 100) is an open ended index ETF that seeks investment return that corresponds (before fees and expenses) to the performance of Nifty Free Float Midcap 100 Index (Underlying Index), subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Nasdaq 100 ETF

Motilal Oswal MOSt Shares NASDAQ-100 ETF, (MOSt Shares NASDAQ 100) is an open ended Index Exchange Traded Fund that seeks investment return that corresponds (before fees and expenses) generally to the performance of the NASDAQ-100 Index, subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

MOSt Focused 25 Fund

The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

MOSt Focused Midcap 30 Fund

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

MOSt Focused Multicap 35 Fund

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

MOSt Focused Long Term Fund

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

MOSt Focused Dynamic Equity Fund

The investment objective is to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives as well as debt instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

  • FAQ on ETF
  • FAQ on MF

What is an Exchange Traded Fund (ETF)?

Exchange Traded Funds are essentially Index Funds that are listed and traded on exchanges like stocks. They enable investors to gain broad exposure to entire stock markets in different Countries and specific sectors with relative ease, on a real-time basis and at a lower cost than many other forms of investing.

An ETF is a basket of stocks that reflects the composition of an Index, like Nifty or BSE Sensex. The ETFs trading value is based on the net asset value of the underlying stocks that it represents. Think of it as a Mutual Fund that you can buy and sell in real-time at a price that change throughout the day.

What is a Mutual Fund?

An investment vehicle that is made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets. Mutual funds are operated by investment managers, who invest the fund's capital and attempt to produce capital gains and income for the fund's investors. A mutual fund's portfolio is structured and maintained to match the investment objectives stated in the scheme information document

Our Investment Philosophy
The recommended way to Create Wealth from equity - Buy Right : Sit Tight

‘Buy Right means buying quality companies at a reasonable price and Sit Tight means staying invested in them for a longer time to realise the full growth potential of the stocks.

It is a known fact that good quality companies are in business for decades but views about these companies change every year, every quarter, every month and sometimes every day! While many of you get the first part of identifying good quality stocks, most don’t stay invested for a long enough time. The temptation to book profits at 25% or 50% or even 100% returns in a 1 to 3 year period is so natural that you miss out on the chance of generating substantial wealth that typically happens over the long term; say a 10 year period.

‘Buy Right : Sit Tight’ philosophy emerged from the expertise of our sponsor Motilal Oswal Securities Ltd. that experience in equity market research and advisory since 1987. This philosophy drives all our equity products and offerings; be it Mutual Fund or Portfolio Management Services.

Why Equity
Inflation is the biggest destroyer of purchasing power. Over FY79-14 CPI inflation has been 8.4%, eroding purchasing power of Rupee by 94%.
 
Investing may be defined as the process of gaining higher purchasing power over time (i.e. net of inflation and taxes). In fixed income investing, the average annual post-tax return works out to about 7%. If the same is reinvested, over 20 years, the security would be worth about 4x its original value. Hypothetically, if inflation also turns out to be 7%, then even after 20 years, there is zero increase in purchasing power

In contrast, equities in India have delivered average annual return of 17% (S & P Sensex / Nifty 50)(Source: www.bseindia.com and www.nseindia.com). At this rate, over 20 years, the original holding will rise to 23x. Adjusted for inflation, purchasing power would rise almost 6x (23 ÷ 4).

Further, we believe that by disciplined application of a sound investment philosophy, it is possible to outperform the market. If the average annual return works out to 25%, over 20 years, the original investment will grow 87x i.e. a massive 22x increase in purchasing power (87 ÷ 4).

Finally, as the graph below clearly shows, over the last 35 years, equity has outperformed fixed income and gold by a huge margin
What is SIP
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.
 
Benefits of SIP:
 
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
iNAV
Motilal Oswal M50 ETF
107.6249
-0.8181
Motilal Oswal Midcap 100 ETF
18.9684
-2.4557
Motilal Oswal Nasdaq 100 ETF
533.4292
-0.2505
Price
Motilal Oswal M50 ETF
105.6000
-0.4243
Motilal Oswal Midcap 100 ETF
19.8100
-0.9005
Motilal Oswal Nasdaq 100 ETF
631.3400
-0.6499
As on : Sep 21,2018 | 12:00
As on : Sep 21,2018
Indices Closing Change %Chg
Nifty 50 11,143.10 -91.25 -0.81
Nifty Midcap 100 18,347.50 -469.25 -2.49
BSE Sensex 36,841.60 -279.62 -0.75
Nasdaq 100 7,531.07 -37.97 -0.50
Market Update
As on : Sep 21,2018 | 12:00
Indices Current Change %Chg
Nifty 50 11,143.10 -91.25 -0.81
Nifty Midcap 100 18,347.50 -469.25 -2.49
BSE Sensex 36,841.60 -279.62 -0.75
Nasdaq 100 7,531.07 -37.97 -0.50

indicative Net Asset Value (iNAV) is computed based on snapshot prices of the underlying securities traded and available on the exchange. In case investors want to do a transaction with the Fund, there would be additional transaction costs such as brokerage, STT, depository costs and market impact cost.

Our Investment Philosophy
The recommended way to Create Wealth from equity - Buy Right : Sit Tight

‘Buy Right means buying quality companies at a reasonable price and Sit Tight means staying invested in them for a longer time to realise the full growth potential of the stocks.

It is a known fact that good quality companies are in business for decades but views about these companies change every year, every quarter, every month and sometimes every day! While many of you get the first part of identifying good quality stocks, most don’t stay invested for a long enough time. The temptation to book profits at 25% or 50% or even 100% returns in a 1 to 3 year period is so natural that you miss out on the chance of generating substantial wealth that typically happens over the long term; say a 10 year period.

‘Buy Right : Sit Tight’ philosophy emerged from the expertise of our sponsor Motilal Oswal Securities Ltd. that experience in equity market research and advisory since 1987. This philosophy drives all our equity products and offerings; be it Mutual Fund or Portfolio Management Services.

Why Equity
Inflation is the biggest destroyer of purchasing power. Over FY79-14 CPI inflation has been 8.4%, eroding purchasing power of Rupee by 94%.
 
Investing may be defined as the process of gaining higher purchasing power over time (i.e. net of inflation and taxes). In fixed income investing, the average annual post-tax return works out to about 7%. If the same is reinvested, over 20 years, the security would be worth about 4x its original value. Hypothetically, if inflation also turns out to be 7%, then even after 20 years, there is zero increase in purchasing power

In contrast, equities in India have delivered average annual return of 17% (S & P Sensex / Nifty 50)(Source: www.bseindia.com and www.nseindia.com). At this rate, over 20 years, the original holding will rise to 23x. Adjusted for inflation, purchasing power would rise almost 6x (23 ÷ 4).

Further, we believe that by disciplined application of a sound investment philosophy, it is possible to outperform the market. If the average annual return works out to 25%, over 20 years, the original investment will grow 87x i.e. a massive 22x increase in purchasing power (87 ÷ 4).

Finally, as the graph below clearly shows, over the last 35 years, equity has outperformed fixed income and gold by a huge margin
What is SIP
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.
 
Benefits of SIP:
 
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

We are one of the fastest growing Asset Management Companies in India with a unique investment philosophy, ‘Buy Right; Sit Tight’ which means buying quality companies at a reasonable price and Sit Tight to ride their growth cycle for a long period of time. A philosophy honed over 30 years of research in the equity market and released in the form of Wealth Creation Studies over last 20 years by our Chairman, Mr. Raamdeo Agrawal. This philosophy has been the center pillar for our products; be it Open Ended Equity Mutual Fund schemes or Strategies of Portfolio Management Services (PMS). Since we are a philosophy driven Asset Management Company, we have a focused range of equity-oriented investment products appertain to Mutual Fund and Portfolio Management Services that would suit your investment needs and risk appetite.

Our Open Ended Equity Mutual Fund Products: Motilal Oswal Focused 25 – A Large Cap Fund, Motilal Oswal Midcap 30 Fund – A Midcap Fund, Motilal Oswal Multicap 35 Fund – A Multicap Fund and Motilal Oswal Long Term Equity Fund - A Tax Saver Fund (ELSS) and Motilal Oswal Dynamic Fund. For Portfolio Management Services we offer Value Strategy, again a Large Cap Strategy which is one of the longest running products in the industry with more than 13 years track record. Next Trillion Dollar Opportunity Strategy (NTDOP) which is a midcap portfolio (Add 10 year track record reference) and India Opportunities Portfolio based on Multicap.

Maintaining a focused portfolio consisting of maximum 25-30 stocks with a minimum portfolio churn in both Portfolio Management Services and Equity Mutual Fund products has created a unique identity amongst investors and distributors.

Our Equity Mutual Fund products are designed to suit the needs of all retail investors who wish to invest in equity mutual fund schemes using our Fund Management expertise by investing with as small as Rs. 500/- a month through our Systematic Investment Plan (SIP). On the other hand, Portfolio Management Services products are for financially savvy high net worth individuals (HNIs) who wish to utilize our expertise to build their portfolio of high-quality companies or who have large portfolios of stocks but lack the bandwidth to monitor them.

Mutual Fund Transaction Portal: We also, have enabled paperless online transaction platform for new (KYC Compliant) and our existing investors. With our ‘Invest Online’ portal, you can invest in our open-ended equity mutual fund schemes and start Systematic Investment Plan (SIP) without any documentation in less than 5 minutes using any internet device like Mobile, Desktop, and Tab.

Portfolio Management Services Transaction Portal: We have recently introduced an online platform, “Mini PMS” - facility through which you (existing investors of PMS) could make additional investment and start a systematic investment plan with as low as Rs. 2 lac, simply at the click of a button sitting at your desk or on your smartphone without any paperwork in less than 3 minutes.

At Motilal Oswal AMC, we believe in our unique investment philosophy and expert stock selection process that helps us deliver the performance consistently. While we are committed to our investment process, we request you to stay invested for a longer period, as wealth creation happens over the years and it rewards one who waits patiently.

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KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc), you need not undergo the same process again when you approach another intermediary