Type of Scheme : An open ended equity linked saving scheme with a 3 year lock-in.
Benchmark : Nifty 500 Index
Fund Manager : Mr. Gautam Sinha Roy (For Equity Component)
Mr. Abhiroop Mukherjee (For Debt Component)
About Fund Manager :
Mr. Gautam Sinha Roy- He has over 13 years of rich and varied experience in fund management and research. He is the Fund Manager for the Scheme, Motilal Oswal MOSt Focused Multicap 35 Fund, Motilal Oswal MOSt Focused Long Term Fund and Motilal Oswal MOSt Focused Dynamic Equity Fund. He has also worked with IIFL Capital (Singapore), Mirae Asset Global Investments, Edelweiss Capital and GE Capital Intnl. Services prior to joining the Motilal Oswal group, where he has worked for the last four years. He is an alumnus of IIM Calcutta (2003) and holds an honors degree in Chemical Engineering.
Mr. Abhiroop Mukherjee – He is B.com (H), MBA with 9 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 Focused Dynamic Equity Fund, 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 Multicap 35 Fund.
|Date of Allotment
||21st January 2015 |
||Regular Plan and Direct Plan |
|Options (Under each plan)
||Dividend (Payout) and Growth |
|Total Expense Ratio*
||Regular Plan- 2.75%|
|Direct Plan- 1.25%|
|Portfolio Turnover Ratio
||Rs 326.84 (Rs in crores)|
|Latest AUM (31st March, 2017)
||Rs 390.98 (Rs in crores)|
*Total Expense ratio excluding ST, SBC and KKC and are as on 31-March-2017
(Data as on 31-March-2017)