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Motilal Oswal Value Index (MOVI) Pack Plan

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Motilal Oswal Mutual Fund has introduced Motilal Oswal Value Index (MOVI) Pack Plan, a Systematic Transfer Plan (STP) from select debt/liquid schemes into select equity schemes that enables allocation between debt and equity asset classes. Motilal Oswal Value Index is calculated by taking into account Price to Earnings, Price to Book and Dividend Yield of the CNX Nifty Index. A low MOVI level indicates cheap market valuation and one may increase the equity allocation, while a high MOVI level indicates expensive market valuation and a person can reduce his equity allocation accordingly. Hence, this plan offers a two-way movement of investments.

 

This plan currently offers two enrolment options - one time investment and STP (minimum of six installments) with R5000 and R1000 respectively as the minimum transfer amount. The date of allocation will be the 15th of every month. On the date of allocation, the prescribed percentage of the amount will be transferred.

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