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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

SLIDE 1

RST

BRST

BRSTBRST

B

Motilal Oswal MOSt Focused 25 Fund Motilal Oswal MOSt Focused Midcap 30 Fund Motilal Oswal MOSt Focused Multicap 35 Fund Invests in enduring wealth creators Invests in emerging wealth creators Invests in emerging and enduring wealth creators

BUY RIGHT

SIT TIGHT

WAYS TO

3

SLIDE 2 Product Labeling 2 Name of the scheme This product is suitable for investors who are seeking* Motilal Oswal MOSt Focused Multicap 35 Fund (MOSt Focused Multicap 35) An Open Ended Diversified Equity Scheme

Long-term capital growth
Investment in a maximum of 35 equity

and equity related instruments across sectors and market capitalization levels Investors understand that their principal will be at Moderately High risk L

Moderately Low High Moderately High Moderate High Low Riskometer *Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

SLIDE 3 Inflation: Biggest destroyer of purchasing power… Over FY79-15 inflation on an average has been 8.15%, eroding purchasing power of ` by 95% Source: Bloomberg, MOAMC internal analysis, Data as on Apr 30, 2016 3

40 60 80 100 120 Mar-79 Mar-80 Mar-81 Mar-82 Mar-83 Mar-84 Mar-85 Mar-86 Mar-87 Mar-88 Mar-89 Mar-90 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-03 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-16 Rupee Inflaon erodes purchasing power of money CPI = Consumer Price Index 5.39

SLIDE 4 Key Objective of Investing 4 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

500 750 1,000 1,250 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-87 Mar-88 Mar-89 Mar-90 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-03 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-16

SLIDE 5 Key Objective of Investing 5 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 12,500 15,000 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 Mar-87 Mar-88 Mar-89 Mar-90 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-03 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-16 30,000

SLIDE 6

WHY INVEST IN EQUITIES ? NOW

SLIDE 7 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 2015 Note: 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 GDP GDP (USD bn) 2nd US$ tn 7 years 58 years 3rd US$ tn 4th US$ tn 3 years 4 years 22 34 59 155 301 465 475 494 524 618 721 834 948 1,239 1,226 1,366 1,708 1,879 1,835 1,878 2,113 2,280 2,460 2,655 2,865 3,092 3,337 3,601 3,886 4,194 FY51 FY60 FY70 FY80 FY90 FY00 FY01 FY02 FY03 FY04 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16E FY17E FY18E FY19E FY20E FY21E FY22E FY23E FY24E

SLIDE 8 Blazing growth trails at select companies, while Index has been rather lackluster 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 21 689 157 503 1,460 Nifty Index Eicher Motors Page Industries TTK Prestige Lupin GRUH Finance GlaxoSmith C H L HCL Technologies TCS Nestle India 7,850 20,035 12,564 4,487 1,607 257 5,898 750 2,536 5,725 25.12% 4718% 2509% 1907% 1212% 1145% 755% 377% 405% 292% Market Price (Rs.) (As on 4th January, 2008) Name Market Price (Rs.) (As on 30th April, 2016) Performance (Growth) 8

SLIDE 9 Expected upturn in earnings growth of India Inc shall produce 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 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 81 129 181 250 266 291 278 280 216 236 272 361 446 540 720 833 820 834 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% CAGR FY93-FY15: 14% CAGR FY93 FY94 FY95 FY96 FY97 FY98 FY99 FY00 FY01 FY02 FY03 FY04 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16E FY17E

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Why Motilal Oswal Asset Management Company?

SLIDE 11 11 At Molal Oswal Asset Management Company (MOAMC), our investment philosophy and invesng style is centered on 'Buy Right: Sit Tight‘ principle. 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. We 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

SLIDE 12 Investment process 12 A business we “understand” Favorable “long term economics” Margin

“safety” Able and trustworthy “management”

SLIDE 13 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

SLIDE 14 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 Portfolio Standard Deviation Number of Securities in Portfolio 10% 0% 20% 30% 40% 40% 50% 60% 5 10 15 20 20 25 35 30 40 Diversifiable Risk Non-Diversifiable Systemic Risk 14

SLIDE 15 Wealth creators present across the Market Cap Spectrum 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 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 TCS HCL Technologies 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) 15 416 482 224 123 21 689 503 157 1,460 20,035 12,564 4,487 1,607 257 5,898 2,536 750 5,725 544 140 52 724 94 248 4,996 1,058 552

SLIDE 16 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

3,947

SLIDE 17 Performance of Midcaps and Large Caps can diverge significantly over time depending on the phase of the cycle Source: India Index Services & Products Ltd. Data as on Apr 30, 2016. Past performance may or may not be sustained in future. Interest Rates, Currency, Shape of the Global economy etc. determine relative attractiveness and performance of Large vs. Mid Caps. 17 Nifty 50 Outperformance MidcapOutperformance

0% 5% 10% 15% 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 YTD Returns

SLIDE 18

Motilal Oswal MOSt Focused Multicap 35 Fund (MOSt Focused Multicap 35)

SLIDE 19 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%: Equities Maximum 35%: Debt/ Money Market Instruments *The fund may invest in foreign securities upto 10% of total net assets

SLIDE 20 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

bjective 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

SLIDE 21 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: Nifty 500 Index Entry/Exit Load: Nil Plans: Regular Plan and Direct Plan Minimum Application Amount:

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

Additional Application Amount:

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

Systematic Investment Plan (SIP): Minimum Redemption Amount: 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

SLIDE 22 Sector Allocation Industry classification as recommended by AMFI l Bank, and Auto Software Products are the top 3 sector exposures l Portfolio is well represented across a wide range of sectors 22 Data as on Apr 30, 2016 0.27% 2.70% 7.99% 10.78% 10.79% 10.84% 11.16% 11.32% 13.03% 21.12% Cash & Equivalent Industrial Products Transportation Petroleum Products Finance Pharmaceuticals Consumer Non Durables Auto Software Banks

SLIDE 23 23 Portfolio Holdings TOP 10 Holdings Name of Instrument % to Net Assets IndusInd Bank HDFC Bank Infosys Interglobe Aviation Britannia Industries Eicher Motors HPCL HDFC Maruti Suzuki India Ajanta Pharma 9.28 9.20 8.78 7.99 7.24 6.69 6.66 5.02 4.63 4.52 TOP 5 Stocks % to NAV= 42.49% TOP 10 Stocks % to NAV= 70% Currently we Hold 22 Stocks Data as on Apr 30, 2016

SLIDE 24 24 For Equity Component:

Mr. Gautam Sinha Roy: He is B.E (Honors) from Jadavpur University, Kolkata and

PGDM from IIM-Calcutta. Mr. Roy has 11 years of rich experience in fund management and research. He had worked with Motilal Oswal Securities Limited as a part of the Investment, Market Strategy & Product Development team. His last assignment was with Motilal Oswal Securities Ltd. where he was handling corporate investments books. He has also worked with organizations like IIFL Capital Pvt. Ltd., Mirae Asset Global Investment Pvt. Ltd., Edelweiss Capital Ltd. and Genpact Ltd. Other Funds Managed by Mr. Gautam Sinha Roy : Motilal Oswal MOSt Focused Long Term Fund For Foreign securities :

Mr. Swapnil Mayekar- He has 10 years of experience in the financial services industry. He has been part of fund

management & product development team for MOAMC for last 5 years. His key area of expertise is quantitative analysis, creating customized indices, model testing and building research database. His last assignment was with Business Standard Limited as a Research Associate. He has done his post- graduation in Commerce (Finance Management) from University of Mumbai. Other Funds Managed by Mr. Swapnil Mayekar : Motilal Oswal MOSt Shares NASDAQ-100 ETF.

Mr. Gautam Sinha Roy,

Fund Manager Fund Manager

SLIDE 25 25 For Debt Component:

Mr. Abhiroop Mukherjee: 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 Other Funds Managed by Mr. Abhiroop Mukherjee: Motilal Oswal MOSt Ultra Short Term Bond Fund. He is also the Fund manager for the debt component of Motilal Oswal MOSt Focused 25, Motilal Oswal MOSt Focused Midcap 30 Fund and Motilal Oswal MOSt Focused Long Term Fund Co-Fund Manager (For Equity Component):

Mr. Taher Badshah- Mr. Badshah is a B.E. in Electronics from the University of Mumbai and has followed it

up with a Masters in Management Studies (Finance) from the SP Jain Institute of Management, Mumbai.

Mr. Badshah brings with him 19 years of rich experience in fund management and investment research. He

started his career as an automobiles analyst with Motilal Oswal and has been well-regarded in the industry for his work in this sector. He has also worked in different capacities with organizations like Kotak Investment Advisors, Alliance Capital Asset Management Pvt. Ltd., Kotak Institutional Equities Ltd., and Prudential ICICI Asset Management Company Ltd. He has spent the first 10 years of his career doing sell- side equity research and the past 9 years in active fund management. He is also the fund manager of Motilal Oswal MOSt Focused 25 Fund, Motilal Oswal MOSt Focused Midcap 30 Fund, Motilal Oswal MOSt Shares M50 ETF and Motilal Oswal MOSt Shares Midcap 100 ETF. Fund Manager

SLIDE 26 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

ut 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: 1800-200-6626 Email: mfservice@motilaloswal.com Website: www.motilaloswalmf.com /motilaloswalamc /motilaloswalamc /motilaloswalamc