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Most Focus 25 - 20.1 x 28 cm - One Pager-aw -p - Motilal Oswal

Most Focus 25 - 20.1 x 28 cm - One Pager-aw -p - Motilal Oswal

Most Focus 25 - 20.1 x 28 cm - One Pager-aw -p - Motilal Oswal

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The Power ofFOCUSPresenting<strong>Motilal</strong> <strong>Oswal</strong> MOSt <strong>Focus</strong>ed <strong>25</strong> Fund(An open ended Equity Scheme)With the power of focus, you can see constellations where others only see stars.You can expect good results over the long term by being focused. It, however, requires discipline - ignoring short termvolatility and keeping patience. Being focused helps avoid distraction of too many ideas and over-diversification; at thesame time aiming for potential growth.At <strong>Motilal</strong> <strong>Oswal</strong> Asset Management Company, these traits have been developed, practiced and refined through our richexperience of 10 years of successful Value Investing across product offerings. We endeavor to use this experience inmanaging the <strong>Motilal</strong> <strong>Oswal</strong> MOSt <strong>Focus</strong>ed <strong>25</strong> Fund where the portfolio will buy a maximum of <strong>25</strong> quality companies withlong term franchise value and continued growth potential. These are companies marked by Quality of business, Growthin earnings and Longevity of competitive advantage. So hurry, invest now and make the most of the Power of <strong>Focus</strong>.NO LOAD FUNDCall: 1800-200-6626 | SMS: FOCUS to 575753 | Website: www.motilaloswal.com/asset-managementNFOndOpens: 22 April, 2013thCloses: 6 May, 2013MOStFundsAn Asset Manager with a focused investment philosophy


Why Equities as an Asset Class?Over FY79–13 CPI inflation has been 8.4%, erodingpurchasing power of Rupee by 94%Equities can significantly enhance purchasing power ofportfoliosWhy Invest Now?New cycle of earnings growth to likely beginInflation and interest rates turning favorableMarket valuations below historical averageOur Investment Philosophy• Quality, Growth and Longevity (QGL)- Will invest in companies with enduring economic moatsthat ensure quality and longevity with high growthpotential'Buy and Hold' Strategy- Long term growth over economic cycles which enablescompounding of growth- Low Churn: Cost Efficient - driven by fundamentalsover valuations<strong>Focus</strong>ed, High Conviction Portfolio Construct- Maximum <strong>25</strong> stocks and Minimum stock position of 2.5%- Bottom-up stock picking giving Optimal DiversificationOur Investment ProcessBuying businesses that we understand and which havefavorable long term economicsCompanies run by able and trustworthy managementsStocks at reasonable valuations with adequate Margin ofSafetyOur Stock-Screening ProcessInvestment Universe- Greater than Rs. 1,400cr of Market CapitalizationQuantitative Screening- Earnings growth, Free Cash Flows, Return on Asset andReturn on Equity etc.Research- 360 degree view of company identifying competitiveadvantages, barriers to entry, nature and sustainabilityof catalystsFund Portfolio- High conviction ideas and superior risk-adjusted returncharacteristicsPortfolio ConstructInvestment Horizon- Medium to Long Term (3+ Years)Allocations- Minimum 65%: Top 200 companies of BSE/ NSE- Maximum <strong>25</strong>%: Beyond Top 200 but > Rs. 1,400crmarket capitalization- Maximum 10% discretionary cash and equivalentsNumber of Stocks- Maximum <strong>25</strong> stocksScrip Allocation- Maximum 10% of NAV in a single stock- Minimum 2.5% of NAV in a single stockSector Allocation Limit- Higher of <strong>25</strong>% or 1.5x of benchmark weight(under normal circumstances)- Minimum ZeroNew Fund OfferType of Scheme: An open ended equity schemeInvestment Objective: The investment objective of theScheme is to achieve long term capital appreciation byinvesting in up to <strong>25</strong> companies with long termsustainable competitive advantage and growth potential.However, there can be no guarantee that the investmentobjective of the scheme would be achieved.Benchmark: CNX NiftyEntry and Exit Load: NilPlans: Regular Plan and Direct PlanOptions (Under each plan): Dividend (Payout andReinvestment) and GrowthMinimum Application Amount: Rs. 10,000/- and inmultiples of Re. 1/- thereafter.Additional Application Amount: Rs. 1,000/- and inmultiples of Re. 1/- thereafter.Systematic Investment Plan (SIP): Minimum instalmentamount - Rs. 1,000.00 and Rs 2,000.00 respectively forMonthly and Quarterly frequency respectively and inmultiples of Re 1.00 thereafter. The dates for the AutoDebit Facility shall be on the 5th, 7th, 10th, 15th or <strong>25</strong>thof every month /quarter. In case, the date fixed happens tobe a holiday / non-business day, the same shall be affectedon the next business day. No Post Dated cheques would beaccepted for SIPFor more details please refer to the Scheme Information Document, Statement of Additional Information, Key Information Memorandum and Application Form which canbe downloaded from www.mostshares.com. Statutory Details: Constitution: <strong>Motilal</strong> <strong>Oswal</strong> Mutual Fund has been set up as a trust under the Indian Trust Act, 1882.Trustee: <strong>Motilal</strong> <strong>Oswal</strong> Trustee Company Limited. Investment Manager: <strong>Motilal</strong> <strong>Oswal</strong> Asset Management Company Ltd. Sponsor: <strong>Motilal</strong> <strong>Oswal</strong> Securities Ltd.Mutual Fund investments are subject to market risks, read all scheme related documents carefully

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