RSTBRSTBRST

BRSTBRST

BRSTBRSTB

Motilal OswalMOSt Focused 25 Fund

Motilal OswalMOSt Focused Midcap 30 Fund

Motilal OswalMOSt Focused Multicap 35 Fund

Invests in enduring wealth creators Invests in emerging wealth creatorsInvests in emerging andenduring wealth creators

BUY RIGHTSIT TIGHT

WAYS TO

3

Product Labeling

Note: Risk is represented as:

(BLUE) investors

understand that their

principal will be at low risk

(YELLOW) investors

understand that their principal

will be at medium risk

(BROWN) investors

understand that their

principal will be at high risk

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Name of the scheme This product is suitable for investors who are seeking*

• Long-term capital growth

•Investment in a maximum of 35 equity and equity related instruments across sectors and market capitalization levels

• High risk (BROWN)

Motilal Oswal MOSt Focused Multicap 35 Fund (MOSt Focused Multicap 35) An Open Ended Diversified Equity Scheme

2

Inflation: Biggest destroyer of purchasing power…

Over FY79-14 inflation on an average has been 8.4%,eroding purchasing power of ` by 94%

Source: Bloomberg, MOAMC internal analysis, Data as on 30th April, 2015

3

RupeeInfla�on erodes purchasing power of money

20

40

60

80

100

120

Mar

-79

Dec

-79

Oct

-80

Jul-8

1A

pr-8

2Ja

n-8

3O

ct-8

3Ju

l-84

Ap

r-85

Jan-

86

Oct

-86

Jul-8

7A

pr-8

8Ja

n-8

9O

ct-8

9Ju

l-90

Ap

r-91

Jan-

92

Oct

-92

Jul-9

3A

pr-9

4Ja

n-9

5O

ct-9

5Ju

l-96

Ap

r-97

Jan-

98

Oct

-98

Jul-9

9A

pr-0

0Ja

n-0

1O

ct-0

1Ju

l-02

Ap

r-03

Jan-

04

Oct

-04

Jul-0

5A

pr-0

6Ja

n-0

7O

ct-0

7Ju

l-08

Ap

r-09

Jan-

10

Oct

-10

Jul-1

1A

pr-1

2Ja

n-1

3O

ct-1

3Ju

l-14

Ap

r-15

CPI =Consumer Price Index 5.66

Key Objective of Investing

4

Equities significantly enhance purchasing power

Source: Bloomberg, MOAMC internal analysis, Data as on 30th April, 2015Note: 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.

213

1528

103

-

250

500

750

1,000

1,250

1,500

1,750

Mar

-79

Dec

-79

Sep

-80

Jun

-81

Mar

-82

Dec

-82

Sep

-83

Jun

-84

Mar

-85

Dec

-85

Sep

-86

Jun

-87

Mar

-88

Dec

-88

Sep

-89

Jun

-90

Mar

-91

Dec

-91

Sep

-92

Jun

-93

Mar

-94

Dec

-94

Sep

-95

Jun

-96

Mar

-97

Dec

-97

Sep

-98

Jun

-99

Mar

-00

Dec

-00

Sep

-01

Jun

-02

Mar

-03

Dec

-03

Sep

-04

Jun

-05

Mar

-06

Dec

-06

Sep

-07

Jun

-08

Mar

-09

Dec

-09

Sep

-10

Jun

-11

Mar

-12

Dec

-12

Sep

-13

Jun

-14

Mar

-15

Pu

rch

asin

g P

ow

er

If you had invested Rs 100 .....

Key Objective of Investing

5

Source: Bloomberg, MOAMC internal analysis, Data as on 30th April, 2015Note: 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.

`3,760

`1,829

`27,011

-

2,500 5,000 7,500

10,000 12,500 15,000 17,500 20,000 22,500 25,000 27,500 30,000 32,500

Mar

-79

Dec

-79

Sep-

80

Jun-

81

Mar

-82

Dec

-82

Sep-

83

Jun-

84

Mar

-85

Dec

-85

Sep-

86

Jun-

87

Mar

-88

Dec

-88

Sep-

89

Jun-

90

Mar

-91

Dec

-91

Sep-

92

Jun-

93

Mar

-94

Dec

-94

Sep-

95

Jun-

96

Mar

-97

Dec

-97

Sep-

98

Jun-

99

Mar

-00

Dec

-00

Sep-

01

Jun-

02

Mar

-03

Dec

-03

Sep-

04

Jun-

05

Mar

-06

Dec

-06

Sep-

07

Jun-

08

Mar

-09

Dec

-09

Sep-

10

Jun-

11

Mar

-12

Dec

-12

Sep-

13

Jun-

14

Mar

-15

No

min

al V

alu

e If you had invested Rs 100 .....

WHY INVEST IN EQUITIES ?NOW

By 2021 India’s GDP would almost triple from the current level ~5 times the level of FY08 Linear Economic Growth may leads to Exponential Business Opportunities

7

Source: MOSL Wealth Creation Study. Data as on 31st March 2015Note: Above forward-looking statements are based on external current views and assumptions and involve known and unknown risks and uncertainties that could affect actual results.

Continued surge in India’s GDPG

DP

(U

SD b

n)

22

34 59 155

301 465

475

494

524

618

721

834

948 1

,239

1,2

26

1,3

66

1,7

08

1,8

79

1,8

35

1,8

76

2,0

74

2,2

76

2,5

05

2,7

58

3,0

37

3,3

44

3,6

81 4,0

53

FY

51

FY

60

FY

70

FY

80

FY

90

FY

00

FY

01

FY

02

FY

03

FY

04

FY

05

FY

06

FY

07

FY

08

FY

09

FY

10

FY

11

FY

12

FY

13

FY

14

FY

15E

FY

16E

FY

17E

FY

18E

FY

19E

FY

20E

FY

21E

FY

22E

2nd US$ tn

7 years

58 years

3rd US$ tn

4th US$ tn

3 years

4 years

Blazing growth trails at select companies,while Index has been rather lackluster

Source: Motilal Oswal AMC internal analysis. Data as on 30th April, 2015.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

481

224

122

21

687

503

1,460

315

Nifty Index

Eicher Motors

Page Industries

TTK Prestige

Lupin

GRUH Finance

GlaxoSmith C H L

TCS

Nestle India

HCL Technologies

8,182

15,192

13,654

3,792

1,773

247

6,269

2,464

6,573

881

30%

3556%

2739%

1596%

1349%

1090%

812%

390%

350%

179%

Market Price (Rs.)(As on 4th January, 2008)

NameMarket Price (Rs.)(As on 30th April, 2015)

Performance(Growth)

8

Expected upturn in earnings growth of India Inc shallproduce more companies with uncommon profits

Expected Earnings Per Share (EPS) growth of Sensex from FY01 - FY17(E)

Source: Motilal Oswal Securities Ltd. Data as on 31st march 2015Note: 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

81 129 181 250 266 291 278 280 216 236 272 361446

540720

833 820 8341,024

1,1201,180

1,3281,404

1,662

2,021

FY93-96: 45% CAGR

FY96-03: 1% CAGR

FY03-08: 25% CAGR

FY08-15:8% CAGR

FY15-17E: 20% CAGR

FY93-FY15: 14% CAGR

FY9

3

FY9

4

FY9

5

FY9

6

FY9

7

FY9

8

FY9

9

FY0

0

FY0

1

FY0

2

FY0

3

FY0

4

FY0

5

FY0

6

FY0

7

FY0

8

FY0

9

FY1

0

FY1

1

FY1

2

FY1

3

FY1

4

FY1

5E

FY1

6E

FY1

7E

Why Motilal Oswal

Asset Management Company?

11

At Mo�lal Oswal Asset Management Company (MOAMC), our investment philosophy and inves�ng style is centered on 'Buy Right: Sit Tight‘ principal.

Buy Right Stock Characteristics

‘Q’uality denotes quality of the business and management

‘G’rowth denotes growth in earnings and sustained RoE

‘L’ongevity denotes longevity of the competitive advantage or economic moat of the business

‘P’rice denotes our approach of buying a good business for a fair price rather than buying a fair business for a good price

QGLP

Sit Tight Approach

Buy and Hold: We are strictly buy and hold investors and believe that picking the right business needs skill and holding onto these businesses to enable our investors to benefit from the entire growth cycle needs even more skill.

Focus: Our portfolios are high conviction portfolios with 20 to 25 stocks being our ideal n u m b e r. W e b e l i e v e i n a d e q u a t e diversification but over-diversification results in diluting returns for our investors and adding market risk

Investment process

12

A businesswe

“understand”

Favorable“long termeconomics”

Marginof

“safety”

Able and trustworthy

“management”

Source: 17th Motilal Oswal Wealth Creation Study (WCS) Data upto Fy2012Note: 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

Source: An Introduction to Risk and Return Concepts and Evidence by Franco Modigliani and Gerald A. Pogue

Portfolio Standard Deviation v/s Number of Securities

Po

rtfo

lio

Sta

nd

ard

Devia

tio

n

Number of Securities in Portfolio

10%

0%

20%

30%

40%40%

50%

60%

0 5 10 15 2020 25 3530 40

Diversifiable Risk

Non-DiversifiableSystemic Risk

14

Wealth creators present across the Market Cap Spectrum

Source: Motilal Oswal AMC internal analysis. Data as on 30th April, 2015.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

Lupin

TTK Prestige

GRUH Finance

GlaxoSmith C H L

TCS

Nestle India

HCL Technologies

Market Price (As on 4th January, 2008)

StocksMarket Price

(As on 30th April, 2015)Market Cap (Rs. Billion)

(As on 30th April, 2015)

15

416

481

224

122

21

687

503

1,460

315

15,192

13,654

3,792

1,773

247

6,269

2,464

6,573

881

412

152

44

797

90

264

4,826

634

1,238

Source: 19th Motilal Oswal Wealth Creation Study (WCS) Data for FY2015.

The sector mentioned herein are for general and comparison purpose only and not a complete disclosure of every material fact. It should not be construed as investment advice to any party. Past performance may or may not be sustained in future.

Earnings is concentrated in certain sectors

16

India Inc's Profit Pool breakdown by sector

10 Highest profit generating sectors

Sector 2014 PAT (INR Billion) % share

Sector 2014 PAT (INR Billion)

10 Lowest profit generating sectors

Financials

Oil & Gas

Technology - Software

Metals & Mining

Automobiles

Utilities - Power

Consumer - Non-durables

Healthcare

Cement

Auto Ancillaries

Total of Above

Total Corporate PAT

Airlines

Alcoholic Beverages

Sugar

Telecom Equipment

Trading

Ship-building

Computer Education

Hotels & Restaurants

Technology - Hardware

Glass & Glass Products

Total of Above

Total Corporate PAT

1,117

785

454

435

263

217

209

155

45

45

3,726

3,947

28

20

11

11

7

5

5

4

1

1

94

100

-52

-41

-27

-14

-9

-7

-5

-5

-3

-2

-166

3,947

Performance of Midcaps and Large Caps can divergesignificantly over time depending on the phase of the cycle

Source: India Index Services & Products Ltd. Data as on 30th April 2015. Past performance may or may not be sustained in future.

Interest Rates, Currency, Shape of the Global economy etc. determine relative attractiveness andperformance of Large vs. Mid Caps.

17

Ret

urn

s

-30%

-25%

-20%

-15%

10%

5%

0%

5%

10%

15%

2006 2007 2008 2009 2010 2011 2012 2013 2014 YTD

MidcapOutperformance

Nifty Outperformance

Motilal OswalMOSt Focused Multicap 35 Fund

(MOSt Focused Multicap 35)

Portfolio Construct

19

Investment Horizon:

Medium to Long Term

For Whom:

Investors who like to invest with a Long-term wealth creation view

Allocations

Number of Stocks

Maximum 35 stocks

Minimum 65%: EquitiesMaximum 35%: Debt/ Money Market Instruments*The fund may invest in foreign securities upto 10% of total net assets

About the scheme

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 Multicap 35 would endeavour to construct such a portfolio that the product is best suited for medium and long term investment.

High conviction ideas with improved risk-adjusted return characteristics.

'360 degree view' of company to identify competitive advantages.

20

21

Fund Details

Type of Scheme: An open ended diversified equity scheme

Investment Objective:

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.

Benchmark: CNX 500 Index

Entry/Exit Load: Nil

Plans: Regular Plan and Direct Plan

Minimum ApplicationAmount:

Rs. 5,000/- and in multiples of Re. 1/- thereafter

Additional ApplicationAmount:

Rs. 1,000/- and in multiples of Re. 1/- thereafter.

Systematic InvestmentPlan (SIP):

Minimum RedemptionAmount:

Minimum installment-Rs.1,000/-(weekly/ fortnightly / monthly) and Rs. 2,000/- (quarterly) and in multiples of Re. 1/- thereafter with minimum of 6 installments for weekly/fortnightly/monthly frequency and minimum 3 installments for quarterly frequency. The dates for Auto Debit Facility shall be on the 1st, 7th,14th, 21st or 28th of every month

Rs. 1,000/- and in multiples of Re. 1/- thereafter or total investment amount, whichever is lower.

Options (Under each plan): Dividend (Payout and Reinvestment) and Growth

Sector Allocation

Industry classification as recommended by AMFI

l Bank, Pharmaceuticals, and Consumer Non Durables are the top 3

sector exposuresl Portfolio is well represented across a

wide range of sectors

22

Data as on 30th April, 2015

4.14%

1.72%

1.83%

4.50%

4.86%

5.31%

6.64%

8.27%

10.14%

10.43%

11.07%

12.34%

18.75%

Cash & Equivalent

Auto Ancillaries

Industrial Products

Textile Products

Transportation

Financials

Petroleum Products

Finance

Auto

Software

Consumer Non Durables

Pharmaceuticals

Banks

23

Portfolio Holdings

TOP 10 Holdings

Name of Instrument % to Net Assets

HDFC Bank

Ajanta Pharma

Eicher Motors

Britannia Industries

Hindustan Petroleum Corporation

State Bank of India

Tech Mahindra

Berkshire Hathaway

Lupin

Tata Consultancy Services

7.41

7.16

6.99

6.64

6.64

6.44

5.36

5.31

5.17

5.08

TOP 5 Stocks % to NAV=34.84%

TOP 10 Stocks % to NAV =62.20%

Currently we Hold 20 Stocks

Data as on 30th April, 2015

24

Mr Gautam Sinha Roy is the Fund Manager of this Scheme and is responsible for managing investments in equity and equity related instruments of the Scheme.

Mr. Roy has completed his B.E. (Honors) from Jadavpur University, Kolkata and PGDM from IIM-Calcutta. He has close to 11 years of rich experience largely in investment management and research. He had worked with Motilal Oswal Securities Ltd. immediately prior to joining Motilal Oswal AMC. Prior to that, he has worked with IIFL Capital Pte. Ltd., Mirae Asset Global Investment Pvt. Ltd., Edelweiss Capital Ltd. and Genpact Ltd in Research and Investment analysis/ management roles.

He is also the Fund Manager for Motilal Oswal MOSt Focused Long Term Fund

Mr. Gautam Sinha Roy,Fund Manager

Fund Manager

Mr. Abhiroop Mukherjee (For Debt Component)

He is B.com (H), MBA with 4 years of experience in Trading Fixed Income Securities viz. G-sec, T-bills, Corporate Bonds CP, CD etc. He has earlier worked with PNB GILTS LTD. as a WDM Dealer for the period 2007-2011

DISCLAIMER: This presentation has been prepared and issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material fact and terms and conditions and features of Motilal Oswal MOSt Focused Multicap 35 Fund. The information / data herein alone 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. All opinions, figures, charts/graphs, estimates and data included in this presentation are as on date and are subject to change without notice. While utmost care has been exercised while preparing this document, Motilal Oswal Asset Management Company Limited does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. The statements contained herein may include statements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Readers shall be fully responsible/liable for any decision taken on the basis of this presentation. No part of this document may be duplicated in whole or in part in any form and/or redistributed without prior written consent of the Motilal Oswal Mutual Fund/Motilal Oswal Asset Management Company Limited. Readers should before investing in the Scheme make their own investigation and seek appropriate professional advice. Past performance of the Sponsor/AMC/Mutual Fund and its affiliates does not indicate the future performance of the scheme and may not provide a basis of comparison with other investments.

Please Read Scheme Information Document (SID) and Statement of Additional Information (SAI) carefully before investing

Statutory Details: Constitution: Motilal Oswal Mutual Fund has been set up as a trust under the Indian Trust Act, 1882. Trustee: Motilal Oswal Trustee Company Ltd. Investment Manager: Motilal Oswal Asset Management Company Ltd. Sponsor: Motilal Oswal Securities Ltd.

Past performance of the Sponsor/ AMC/ Mutual Fund and its affiliates does not indicate the future performance of the scheme and may not provide a basis of comparison with other investments.

Mutual fund investments are subject to market risks, read all scheme related documents carefully.

Disclaimer

Call: 022 39804238E-mail: moamc.customercare@motilaloswal.com

Website: www.motilaloswalmf.com