Motilal Oswal AMC launches Motilal Oswal MOSt Focused Dynamic Equity Fund

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Asset Management Company


Mumbai - Maharashtra - India

MUMBAI, India - Oct. 21, 2016 - PRLog -- Mumbai, 06 Sept 2016: Motilal Oswal Asset Management Company today announces the launch of a new open ended equity scheme "Motilal Oswal MOSt Focused Dynamic Equity Fund".

New Fund Offer Opens on 6th September 2016 and closes on 20th September 2016.

Highlights of Motilal Oswal MOSt Focused Dynamic Equity Fund:
•An Equity fund that dynamically calibrates level of equity allocation depending on market valuations; allocates less in equities when market valuations appear expensive and more when market valuations appear cheap
•Equity component to have a focused equity portfolio with select stocks across market capitalization and fixed income component to consist of high quality low duration papers
•Market valuations for dynamic allocation will be indicated by the proprietary Motilal Oswal Value Index (MOVI) which is calculated taking into account Price/Earnings, Price/Book and Dividend yield of Nifty 50 Index. The MOVI helps gauge attractiveness of the equity market.
•Depending on the level of the Motilal Oswal Value Index (MOVI) allocation will vary between Equities, equity arbitrage (using combination of stocks and derivatives) and fixed income.
•Rebalancing of portfolio on fortnightly basis

Speaking on the launch of Motilal Oswal MOSt Focused Dynamic Equity Fund, Mr. Aashish Somaiyaa
Managing Director & Chief Executive Officer, Motilal Oswal Asset Management Company, said, "While over long periods of time equities do deliver in line with corporate earnings, it's a known fact that the volatility in share prices is way higher than volatility of earnings themselves. This volatility in share prices results in emotional response of greed in rising markets and fear in falling markets. Mostly these responses are way more exaggerated on upside as well as downside and when evaluated in hindsight once data plays out; one rues that they were disproportionate to changes in corporate earnings. A fund like dynamic equity fund enables the AMC to focus on its core philosophy of buying high quality stocks and holding on to them, while the decision of booking profits or increasing exposure in those very holdings is left to an unemotional market valuation indicator which has no dependence on vagaries of human psychology. Hence, we are confident of capturing the best opportunities for our investors."

Names of the Fund Managers
For Equity Component: Mr. Taher Badshah
For Debt Component: Mr. Abhiroop Mukherjee
Name of Trustee Company
Motilal Oswal Trustee Company Ltd

Asset Allocation:
InstrumentsIndicative Allocations (% of total assets)Risk Profile
Minimum MaximumHigh/Medium/Low
Equity & equity related instruments65100High
Equity Derivatives035Low to High
Debt Instruments, Money Market Instruments, G-Secs, Cash and Cash at call, etc.035Low to High

In the Scheme, the net long only equity exposure shall be a minimum of 30% of the portfolio value. The Scheme may invest in derivative strategies from time to time as permitted by SEBI/ RBI. The Scheme may take derivatives position upto 35% of the portfolio value. The Scheme shall not write options or purchase instruments with embedded written options. The cumulative gross exposure through equity, debt and derivative positions should not exceed 100% of the net assets of the scheme.

The Scheme has following plan options
Each Scheme has two Plans:
(i) Regular Plan and
(ii) Direct Plan
Regular Plan is for Investors who purchase/subscribe units in a Scheme through any Distributor (AMFI Registered Distributor/ARN Holder).
Direct Plan is for investors who purchase/subscribe units in a Scheme directly with the Fund and is not routed through a Distributor (AMFI Registered Distributor/ARN Holder). Direct Plan will have a lower expense ratio excluding distribution expenses, commission for distribution of Units etc.

Each Plan offers the following Options:
(a) Growth Option
(b) Dividend Option (with Payout and Re-investment facility)
Under the Dividend Payout and Re-investment facility:
(i) Quarterly Dividend frequency - the Scheme shall endeavor to declare dividend on a quarterly basis.
(ii) Annual Dividend frequency - the Scheme shall endeavor to declare dividend on an annual basis
Further, under Dividend Option, the Fund will endeavor to declare dividends from time to time depending on the availability of distributable surplus.

Minimum Application And Redemption Amount
Minimum Application Amount: Rs. 5,000/- and in multiples of Re. 1/- thereafter.
Minimum Additional Amount: Rs. 1,000/- and in multiples of Re. 1/- thereafter.
Systematic Investment Plan (SIP): Minimum installment amount - Rs. 1,000/- (weekly / fortnightly / monthly frequency) and Rs. 2,000/- (quarterly frequency) and in multiples of Re. 1/- thereafter.

About Motilal Oswal Asset Management Company:
Motilal Oswal Asset Management Company (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. MOAMC is a 100% subsidiary of Motilal Oswal Securities Limited. It provides Investment Management and Advisory Services to investors based within and outside India and having Portfolio Management Services business, ETFs and Mutual Funds.
MOAMC 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.

Past performance may or may not be sustained in future.
Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

For more information please contact:

Website :
Rohini Kute
Head - Corporate Communications, MOAMC
Ph - +91 22 3010 2340 / +91 98201 96838

Paradigm Shift Public Relations
Anirudh Rajan / Alpesh Nakrani
Ph-   +91 22 2281 3797 / 98
Mob- +91 98923 43828/ +91 98691 21167

Tags:Asset Management Company
Location:Mumbai - Maharashtra - India
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