Type of Scheme : An open ended equity scheme
Benchmark : Nifty Free Float Midcap 100 Index
Fund Manager : Mr. Siddharth Bothra (For Equity Component)
Mr. Abhiroop Mukherjee (For Debt Component)
About Fund Manager :
Mr. Siddharth Bothra - Mr Siddharth Bothra has a rich experience of more than 15 years in the field of research and investments. Prior to joining Motilal Oswal AMC he had an extensive stint with Motilal Oswal Securities Ltd as senior analyst in the institutional equities division covering various sectors. During his stint with Motilal Oswal Securities Mr. Bothra won various recognition such as: ZEE Business TV - India’s Best Analyst Awards 2009 Infrastructure, ET Reuters Starmine Awards No.1 Earnings Estimator 2009 Real Estate & No. 2 Stock Picker 2010 Real Estate.
He has also worked with broking outfits like Achemy Share & Stocks and VCK Share & Stocks in the past.
He has done his Post Graduate Program (PGP) from Indian School of Business (ISB), Hyderabad, which included an international MBA exchange program with NYU Stern Leonard N. Stern School of Business, New York.
Other Funds Managed by Mr. Siddharth Bothra : Motilal Oswal MOSt Focused 25 Fund. He is also the Co-Fund Manager for Motilal Oswal MOSt Focused Multicap 35 Fund and Motilal Oswal MOSt Focused Dynamic Equity Fund
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 Multicap 35 Fund and Motilal Oswal MOSt Focused Long Term Fund.
|Date of Allotment
||24th Feb 2014 |
||Regular Plan and Direct Plan |
|Options (Under each plan)
||Dividend (Payout and Reinvestment) and Growth |
|Total Expense Ratio*
||Regular Plan- 2.10%p.a |
|Direct Plan- 1.50%p.a |
|Portfolio Turnover Ratio
||Rs 1207.62 (Rs in crores)|
|Latest AUM (31st January, 2017)
||Rs 1222.35 (Rs in crores)|
*Total Expense ratio excluding ST, SBC and KKC and are as on 31-January-2017
(Data as on 31-January-2017)