RST MOSt Focused Multicap 35 Fund WAYS TO SIT TIGHT BUY RIGHT enduring wealth creators Invests in emerging and Invests in emerging wealth creators Invests in enduring wealth creators Motilal Oswal BRST MOSt Focused Midcap 30 Fund Motilal Oswal MOSt Focused 25 Fund Motilal Oswal B BRSTBRST BRST BRST BRST 3
Product Labeling and equity related instruments across Riskometer Low High Moderate at Moderately High risk 2 levels sectors and market capitalization Investors understand that their principal will be • Investment in a maximum of 35 equity • Long-term capital growth Name of the scheme This product is suitable for investors who are seeking* Motilal Oswal MOSt Focused Multicap 35 Fund *Investors should consult their financial advisers if in doubt about whether the product is suitable for them. 35) (MOSt Focused Multicap An Open Ended Diversified Equity Scheme Moderately Moderately High Low w o High L
Inflation: Biggest destroyer of purchasing power… Mar-07 Mar-97 Mar-98 Mar-99 Mar-00 Mar-01 Mar-02 Mar-03 Mar-04 Mar-05 Mar-06 Mar-08 Mar-95 Mar-09 Mar-10 Mar-11 Mar-12 Mar-13 Mar-14 Mar-15 Mar-16 Rupee Infla�on erodes purchasing power of money CPI = Consumer Price Index Mar-96 Mar-94 Over FY79-15 inflation on an average has been 8.15%, Mar-80 eroding purchasing power of ` by 95% Source: Bloomberg, MOAMC internal analysis, Data as on Apr 30, 2016 3 - 20 40 60 80 100 120 Mar-79 Mar-81 Mar-93 Mar-82 Mar-83 Mar-84 Mar-85 Mar-86 Mar-87 Mar-88 Mar-89 Mar-90 Mar-91 Mar-92 5.39
Key Objective of Investing Mar-02 Mar-91 Mar-92 Mar-93 Mar-94 Mar-95 Mar-96 Mar-97 Mar-98 Mar-99 Mar-00 Mar-01 Mar-03 Mar-89 Mar-04 Mar-05 Mar-06 Mar-07 Mar-08 Mar-09 Mar-10 Mar-11 Mar-12 Mar-13 Mar-14 Mar-15 Mar-90 Mar-88 4 1,000 Equities significantly enhance purchasing power Source: Bloomberg, MOAMC internal analysis, Data as on Apr 30, 2016 Note: The information herein is used for comparison purpose and is illustrative and is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. Past performance may or may not be sustained in future. 232 1,381 105 - 250 500 750 1,250 Mar-87 1,500 1,750 Purchasing Power If you had invested Rs 100 ..... Mar-79 Mar-80 Mar-81 Mar-82 Mar-83 Mar-84 Mar-85 Mar-86 Mar-16
Key Objective of Investing Mar-03 Mar-91 Mar-92 Mar-93 Mar-94 Mar-95 Mar-96 Mar-97 Mar-98 Mar-99 Mar-00 Mar-01 Mar-02 Mar-04 Mar-89 Mar-05 Mar-06 Mar-07 Mar-08 Mar-09 Mar-10 Mar-11 Mar-12 Mar-13 Mar-14 Mar-15 Mar-16 Mar-90 Mar-88 5 12,500 Source: Bloomberg, MOAMC internal analysis, Data as on Apr 30, 2016 Note: The information herein is used for comparison purpose and is illustrative and is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. Past performance may or may not be sustained in future. If you had invested Rs 100 ..... 4,297 1,954 25,607 Nominal Value 2,500 5,000 7,500 10,000 15,000 Mar-87 17,500 20,000 22,500 25,000 27,500 Mar-79 Mar-80 Mar-81 Mar-82 Mar-83 Mar-84 Mar-85 Mar-86 30,000
WHY INVEST IN EQUITIES ? NOW
By 2021 India’s GDP would almost triple from the current level ~5 times the level of FY08 Linear FY80 FY04 FY03 FY02 FY01 FY00 FY90 FY70 FY06 FY60 FY51 4,194 3,886 3,601 3,337 3,092 FY05 FY07 2,655 FY17E FY23E FY22E FY21E FY20E FY19E FY18E FY16E FY08 FY15 FY14 FY13 FY12 FY11 FY10 FY09 2,865 2,460 Economic Growth may leads to Exponential Business Opportunities 58 years 34 22 4 years 3 years 4th US$ tn 3rd US$ tn 7 years 155 2nd US$ tn GDP (USD bn) Continued surge in India’s GDP could affect actual results. Note: Above forward-looking statements are based on external current views and assumptions and involve known and unknown risks and uncertainties that Source: MOSL Wealth Creation Study. Data as on 31st March 2015 7 59 301 2,280 1,226 2,113 1,878 1,835 1,879 1,708 1,366 1,239 465 948 834 721 618 524 494 475 FY24E
Blazing growth trails at select companies, 1212% 1,607 257 5,898 750 2,536 5,725 25.12% 4718% 2509% 1907% 1145% 12,564 755% 377% 405% 292% Market Price (Rs.) (As on 4th January, 2008) Name Market Price (Rs.) (As on 30th April, 2016) Performance (Growth) 4,487 20,035 while Index has been rather lackluster 157 Source: Motilal Oswal AMC internal analysis. Data as on Apr 30, 2016 The Stocks mentioned above are used to explain the concept and is for illustration and comparison purpose only and should not used for development or implementation of an investment strategy. It should not be construed as investment advice to any party. The stocks may or may not be part of our portfolio/strategy/ schemes. Past performance may or may not be sustained in future 6,274 416 482 224 123 21 689 503 7,850 1,460 Nifty Index Eicher Motors Page Industries TTK Prestige Lupin GRUH Finance GlaxoSmith C H L HCL Technologies TCS Nestle India 8
Expected upturn in earnings growth of India Inc shall FY05 FY95 FY96 FY97 FY98 FY99 FY00 FY01 FY02 FY03 FY04 FY06 FY93 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16E FY94 FY93-FY15: 14% CAGR produce more companies with uncommon profits CAGR Expected Earnings Per Share (EPS) growth of Sensex from FY01 - FY17(E) Source: Motilal Oswal Securities Ltd. Data as on 31st March 2015 Note: Above forward-looking statements are based on external current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results. Past performance may or may not be sustained in future. Strong leadership can further accelerate growth through infrastructure development 9 1,024 1,1201,180 1,328 1,404 1,662 2,021 FY93-96: 45% CAGR FY96-03: 1% CAGR FY03-08: 25% CAGR FY08-15: 8% CAGR FY15-17E: 20% FY17E 720 833 820 834 81 129 181 250 266 291 278 280 216 236 272 361 446 540
Why Motilal Oswal Asset Management Company?
11 Sit Tight Approach in diluting returns for our investors and adding diversification but over-diversification results n u m b e r. We b e l i e v e i n a d e q u a t e portfolios with 20 to 25 stocks being our ideal Focus: Our portfolios are high conviction skill. from the entire growth cycle needs even more businesses to enable our investors to benefit business needs skill and holding onto these investors and believe that picking the right Buy and Hold: We are strictly buy and hold QGLP At Mo�lal Oswal Asset Management Company (MOAMC), our investment philosophy and inves�ng style is fair business for a good price business for a fair price rather than buying a ‘P’rice denotes our approach of buying a good the business competitive advantage or economic moat of ‘L’ongevity denotes longevity of the sustained RoE ‘G’rowth denotes growth in earnings and management ‘Q’uality denotes quality of the business and Buy Right Stock Characteristics centered on 'Buy Right: Sit Tight‘ principle. market risk
Investment process 12 A business we “understand” Favorable “long term economics” Margin of “safety” Able and trustworthy “management”
Source: 17th Motilal Oswal Wealth Creation Study (WCS) Data upto Fy2012 Note: All rebased to 100 in March 2002. Past performance may or may not be sustained in future. 13 Why Quality? Quality companies are those which have enduring economic moats (EMC’s) Payoff profile of EMCs, Non-EMCs and Sensex
Focus on seeking optimal diversification 10 Systemic Risk Non-Diversifiable Risk Diversifiable 40 30 35 25 20 20 15 5 Source: An Introduction to Risk and Return Concepts and Evidence by Franco Modigliani and Gerald A. Pogue 0 60% 50% 40% 40% 30% 20% 0% 10% Number of Securities in Portfolio Portfolio Standard Deviation v/s Number of Securities 14 Portfolio Standard Deviation
Wealth creators present across the Market Cap Spectrum 5,898 689 503 157 1,460 20,035 12,564 4,487 1,607 257 2,536 123 750 5,725 544 140 52 724 94 248 4,996 1,058 21 224 Source: Motilal Oswal AMC internal analysis. Data as on Apr 30, 2016. TCS The Stocks mentioned above are used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy. It should not be construed as investment advice to any party. The stocks may or may not be part of our portfolio/strategy/ schemes. Past performance may or may not be sustained in future. Eicher Motors Page Industries TTK Prestige Lupin GRUH Finance GlaxoSmith C H L HCL Technologies 482 Nestle India Market Price (As on 4th January, 2008) Stocks Market Price (As on 30th April, 2016) Market Cap (Rs. Billion) (As on 30th April, 2016) 15 416 552
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